0001801184-23-000003.txt : 20230710 0001801184-23-000003.hdr.sgml : 20230710 20230710122921 ACCESSION NUMBER: 0001801184-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230710 DATE AS OF CHANGE: 20230710 EFFECTIVENESS DATE: 20230710 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Single Point Partners, LLC CENTRAL INDEX KEY: 0001801184 IRS NUMBER: 455307819 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19824 FILM NUMBER: 231079018 BUSINESS ADDRESS: STREET 1: 277 DARTMOUTH STREET, 4TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 617-600-0510 MAIL ADDRESS: STREET 1: 277 DARTMOUTH STREET, 4TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001801184 XXXXXXXX 06-30-2023 06-30-2023 Single Point Partners, LLC

277 DARTMOUTH STREET, 4TH FLOOR BOSTON MA 02116

13F HOLDINGS REPORT 028-19824 N Ashleigh Swayze 6463953900 Ashleigh Swayze Newtown PA 07-10-2023 0 65 72488 false INFORMATION TABLE 2 SPP13f_2q2023.xml ABBVIE INC COM 00287Y109 256 1903 SH SOLE 0 0 1903 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 250 809 SH SOLE 0 0 809 ADOBE SYSTEMS INCORPORATED COM 00724F101 908 1856 SH SOLE 0 0 1856 ALPHABET INC CAP STK CL C 02079K107 1280 10577 SH SOLE 0 0 10577 ALPHABET INC CAP STK CL A 02079K305 1511 12623 SH SOLE 0 0 12623 ANSYS INC COM 03662Q105 347 1050 SH SOLE 0 0 1050 ASML HOLDING N V N Y REGISTRY SHS N07059210 368 508 SH SOLE 0 0 508 BOOKING HOLDINGS INC COM 09857L108 273 101 SH SOLE 0 0 101 BROADCOM INC COM 11135F101 488 562 SH SOLE 0 0 562 CHARTER COMMUNICATIONS INC N CL A 16119P108 230 625 SH SOLE 0 0 625 CHUBB LIMITED COM H1467J104 278 1444 SH SOLE 0 0 1444 CISCO SYS INC COM 17275R102 318 6155 SH SOLE 0 0 6155 COMCAST CORP NEW CL A 20030N101 428 10303 SH SOLE 0 0 10303 CONOCOPHILLIPS COM 20825C104 329 3173 SH SOLE 0 0 3173 COSTCO WHSL CORP NEW COM 22160K105 475 883 SH SOLE 0 0 883 DIGITALOCEAN HLDGS INC COM 25402D102 451 11235 SH SOLE 0 0 11235 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 272 8270 SH SOLE 0 0 8270 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 569 20969 SH SOLE 0 0 20969 EA SERIES TRUST EA BRIDGEWAY OMN 02072L532 507 28413 SH SOLE 0 0 28413 EASTERN BANKSHARES INC COM 27627N105 410 156339 SH SOLE 0 0 156339 EATON CORP PLC SHS G29183103 272 1355 SH SOLE 0 0 1355 EXXON MOBIL CORP COM 30231G102 522 4870 SH SOLE 0 0 4870 HESS CORP COM 42809H107 200 1472 SH SOLE 0 0 1472 INTERCONTINENTAL EXCHANGE IN COM 45866F104 220 1944 SH SOLE 0 0 1944 INTUITIVE SURGICAL INC COM NEW 46120E602 242 709 SH SOLE 0 0 709 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 797 5226 SH SOLE 0 0 5226 INVESCO QQQ TR UNIT SER 1 46090E103 541 1463 SH SOLE 0 0 1463 ISHARES INC CORE MSCI EMKT 46434G103 14830 302542 SH SOLE 0 0 302542 ISHARES TR CORE MSCI EAFE 46432F842 10346 157547 SH SOLE 0 0 157547 ISHARES TR ESG AWR MSCI USA 46435G425 209 2144 SH SOLE 0 0 2144 ISHARES TR FLTG RATE NT ETF 46429B655 6516 128217 SH SOLE 0 0 128217 ISHARES TR MSCI USA QLT FCT 46432F339 600 4445 SH SOLE 0 0 4445 ISHARES TR MSCI USA VALUE 46432F388 376 4006 SH SOLE 0 0 4006 ISHARES TR CORE MSCI TOTAL 46432F834 2543 40613 SH SOLE 0 0 40613 JPMORGAN CHASE & CO COM 46625H100 1128 7757 SH SOLE 0 0 7757 KEYSIGHT TECHNOLOGIES INC COM 49338L103 1506 8993 SH SOLE 0 0 8993 LINDE PLC SHS G54950103 338 888 SH SOLE 0 0 888 MASTERCARD INCORPORATED CL A 57636Q104 306 779 SH SOLE 0 0 779 MEDTRONIC PLC SHS G5960L103 264 2992 SH SOLE 0 0 2992 MERCK & CO INC COM 58933Y105 844 7316 SH SOLE 0 0 7316 META PLATFORMS INC CL A 30303M102 1463 5097 SH SOLE 0 0 5097 MICROVAST HOLDINGS INC COM 59516C106 32 20000 SH SOLE 0 0 20000 NETFLIX INC COM 64110L106 559 1270 SH SOLE 0 0 1270 NEXTERA ENERGY INC COM 65339F101 365 4921 SH SOLE 0 0 4921 NUVEEN DYNAMIC MUN OPPORTUNI COM SHS 67079X102 254 25000 SH SOLE 0 0 25000 NVIDIA CORPORATION COM 67066G104 1358 3211 SH SOLE 0 0 3211 NXP SEMICONDUCTORS N V COM N6596X109 331 1619 SH SOLE 0 0 1619 ORACLE CORP COM 68389X105 244 2051 SH SOLE 0 0 2051 PIMCO ACCESS INCOME FUND SHS BENFIN INT 72203T100 184 12500 SH SOLE 0 0 12500 PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS 69355M107 214 16405 SH SOLE 0 0 16405 RAYTHEON TECHNOLOGIES CORP COM 75513E101 259 2643 SH SOLE 0 0 2643 S&P GLOBAL INC COM 78409V104 408 1018 SH SOLE 0 0 1018 SALESFORCE INC COM 79466L302 284 1345 SH SOLE 0 0 1345 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4044 117618 SH SOLE 0 0 117618 SPDR S&P 500 ETF TR TR UNIT 78462F103 5342 12052 SH SOLE 0 0 12052 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 598 1248 SH SOLE 0 0 1248 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 202 2205 SH SOLE 0 0 2205 SPDR SER TR BLOOMBERG HIGH Y 78468R622 1102 11975 SH SOLE 0 0 11975 SPDR SER TR S&P 500 ESG ETF 78468R531 376 8745 SH SOLE 0 0 8745 SPDR SER TR S&P DIVID ETF 78464A763 257 2094 SH SOLE 0 0 2094 STELLANTIS N.V SHS N82405106 219 12466 SH SOLE 0 0 12466 TESLA INC COM 88160R101 558 2132 SH SOLE 0 0 2132 UNITEDHEALTH GROUP INC COM 91324P102 488 1016 SH SOLE 0 0 1016 VERIZON COMMUNICATIONS INC COM 92343V104 227 6109 SH SOLE 0 0 6109 VISA INC COM CL A 92826C839 572 2410 SH SOLE 0 0 2410