0002022908-24-000001.txt : 20240510 0002022908-24-000001.hdr.sgml : 20240510 20240510160153 ACCESSION NUMBER: 0002022908-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SPIREPOINT PRIVATE CLIENT, LLC CENTRAL INDEX KEY: 0002022908 ORGANIZATION NAME: IRS NUMBER: 932852939 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24128 FILM NUMBER: 24934651 BUSINESS ADDRESS: STREET 1: 3111 CARDINAL DRIVE STREET 2: SUITE 2 WEST CITY: VERO BEACH STATE: FL ZIP: 32963 BUSINESS PHONE: (772) 316-1271 MAIL ADDRESS: STREET 1: 3111 CARDINAL DRIVE STREET 2: SUITE 2 WEST CITY: VERO BEACH STATE: FL ZIP: 32963 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002022908 XXXXXXXX 03-31-2024 03-31-2024 SPIREPOINT PRIVATE CLIENT, LLC

3111 CARDINAL DRIVE SUITE 2 WEST VERO BEACH FL 32963

13F HOLDINGS REPORT 028-24128 N MICHELLE ELDRIDGE 971-371-3446 MICHELLE ELDRIDGE PORTLAND OR 05-10-2024 0 201 656594469 false INFORMATION TABLE 2 spirepoint_13f_q12024.xml UNITED PARCEL SERVICE INC CL B 911312106 160787442 1081797 SH SOLE 0 0 1081797 MICROSOFT CORP COM 594918104 27126097 64475 SH SOLE 0 0 64475 APPLE INC COM 037833100 22369528 130450 SH SOLE 0 0 130450 CLEAN HARBORS INC COM 184496107 16593581 82428 SH SOLE 0 0 82428 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 15634837 1427839 SH SOLE 0 0 1427839 JOHNSON & JOHNSON COM 478160104 15577923 98476 SH SOLE 0 0 98476 NVIDIA CORPORATION COM 67066G104 12933561 14314 SH SOLE 0 0 14314 AMAZON COM INC COM 023135106 12618663 69956 SH SOLE 0 0 69956 PROCTER AND GAMBLE CO COM 742718109 12589413 77593 SH SOLE 0 0 77593 ALPHABET INC CAP STK CL A 02079K305 12298380 81484 SH SOLE 0 0 81484 BROADCOM INC COM 11135F101 11437128 8629 SH SOLE 0 0 8629 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 9851647 47302 SH SOLE 0 0 47302 NEXTERA ENERGY INC COM 65339F101 9812635 153538 SH SOLE 0 0 153538 ELI LILLY & CO COM 532457108 9585418 12321 SH SOLE 0 0 12321 ALPS ETF TR ALERIAN MLP 00162Q452 8738714 184128 SH SOLE 0 0 184128 VISA INC COM CL A 92826C839 8488268 30415 SH SOLE 0 0 30415 EXXON MOBIL CORP COM 30231G102 8245111 70932 SH SOLE 0 0 70932 COSTCO WHSL CORP NEW COM 22160K105 8080663 11030 SH SOLE 0 0 11030 ROYAL CARIBBEAN GROUP COM V7780T103 7592309 54617 SH SOLE 0 0 54617 PALO ALTO NETWORKS INC COM 697435105 7540242 26538 SH SOLE 0 0 26538 UNITEDHEALTH GROUP INC COM 91324P102 7313775 14784 SH SOLE 0 0 14784 LOCKHEED MARTIN CORP COM 539830109 6590611 14489 SH SOLE 0 0 14489 CHEVRON CORP NEW COM 166764100 6404626 40602 SH SOLE 0 0 40602 CONSTELLATION BRANDS INC CL A 21036P108 6373705 23453 SH SOLE 0 0 23453 DANAHER CORPORATION COM 235851102 6261729 25075 SH SOLE 0 0 25075 THE CIGNA GROUP COM 125523100 6260386 17237 SH SOLE 0 0 17237 NORTHROP GRUMMAN CORP COM 666807102 6096803 12737 SH SOLE 0 0 12737 TJX COS INC NEW COM 872540109 6073437 59884 SH SOLE 0 0 59884 DIAMONDBACK ENERGY INC COM 25278X109 5603673 28277 SH SOLE 0 0 28277 THERMO FISHER SCIENTIFIC INC COM 883556102 5408740 9306 SH SOLE 0 0 9306 EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707 5313429 90611 SH SOLE 0 0 90611 ABBVIE INC COM 00287Y109 5288917 29044 SH SOLE 0 0 29044 MASTERCARD INCORPORATED CL A 57636Q104 4619740 9593 SH SOLE 0 0 9593 BOSTON SCIENTIFIC CORP COM 101137107 4608076 67281 SH SOLE 0 0 67281 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 4598192 70041 SH SOLE 0 0 70041 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4495026 9351 SH SOLE 0 0 9351 INVESCO QQQ TR UNIT SER 1 46090E103 4432679 9983 SH SOLE 0 0 9983 PALANTIR TECHNOLOGIES INC CL A 69608A108 4390906 190826 SH SOLE 0 0 190826 SOUTHERN CO COM 842587107 4276063 59605 SH SOLE 0 0 59605 AIR PRODS & CHEMS INC COM 009158106 4237155 17489 SH SOLE 0 0 17489 WALMART INC COM 931142103 4142626 68849 SH SOLE 0 0 68849 INGREDION INC COM 457187102 4120131 35260 SH SOLE 0 0 35260 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3903404 21376 SH SOLE 0 0 21376 POWELL INDS INC COM 739128106 3532632 24825 SH SOLE 0 0 24825 ISHARES TR S&P 500 GRWT ETF 464287309 3492607 41362 SH SOLE 0 0 41362 ISHARES TR RUS 1000 GRW ETF 464287614 3286575 9751 SH SOLE 0 0 9751 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 3078300 55949 SH SOLE 0 0 55949 MERCK & CO INC COM 58933Y105 2922165 22146 SH SOLE 0 0 22146 SPDR S&P 500 ETF TR TR UNIT 78462F103 2858075 5464 SH SOLE 0 0 5464 SELECT SECTOR SPDR TR ENERGY 81369Y506 2852221 30211 SH SOLE 0 0 30211 IQVIA HLDGS INC COM 46266C105 2735005 10815 SH SOLE 0 0 10815 MEDTRONIC PLC SHS G5960L103 2719460 31204 SH SOLE 0 0 31204 ISHARES TR CORE S&P500 ETF 464287200 2714870 5164 SH SOLE 0 0 5164 LAMB WESTON HLDGS INC COM 513272104 2713459 25471 SH SOLE 0 0 25471 PROSHARES TR S&P 500 DV ARIST 74348A467 2712541 26748 SH SOLE 0 0 26748 JPMORGAN CHASE & CO COM 46625H100 2661186 13286 SH SOLE 0 0 13286 GALLAGHER ARTHUR J & CO COM 363576109 2619945 10478 SH SOLE 0 0 10478 CROWN CASTLE INC COM 22822V101 2554790 24141 SH SOLE 0 0 24141 VANGUARD WORLD FD MEGA GRWTH IND 921910816 2329566 8128 SH SOLE 0 0 8128 BLACKROCK INC COM 09247X101 2198467 2637 SH SOLE 0 0 2637 ISHARES TR CORE DIV GRWTH 46434V621 2177076 37497 SH SOLE 0 0 37497 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2168201 5156 SH SOLE 0 0 5156 ALPHABET INC CAP STK CL C 02079K107 1879954 12347 SH SOLE 0 0 12347 LINDE PLC SHS G54950103 1722163 3709 SH SOLE 0 0 3709 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1640098 11102 SH SOLE 0 0 11102 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1601480 15430 SH SOLE 0 0 15430 LOWES COS INC COM 548661107 1598940 6277 SH SOLE 0 0 6277 HOME DEPOT INC COM 437076102 1558183 4062 SH SOLE 0 0 4062 AUTOMATIC DATA PROCESSING IN COM 053015103 1496192 5991 SH SOLE 0 0 5991 VERALTO CORP COM SHS 92338C103 1424147 16063 SH SOLE 0 0 16063 PFIZER INC COM 717081103 1423187 51286 SH SOLE 0 0 51286 EATON CORP PLC SHS G29183103 1376105 4401 SH SOLE 0 0 4401 SPDR SER TR PORTFOLIO S&P500 78464A854 1361843 22133 SH SOLE 0 0 22133 PROLOGIS INC. COM 74340W103 1290610 9911 SH SOLE 0 0 9911 ISHARES TR CORE S&P MCP ETF 464287507 1276330 21013 SH SOLE 0 0 21013 GARTNER INC COM 366651107 1256025 2635 SH SOLE 0 0 2635 ORACLE CORP COM 68389X105 1226582 9765 SH SOLE 0 0 9765 SHERWIN WILLIAMS CO COM 824348106 1204888 3469 SH SOLE 0 0 3469 STRYKER CORPORATION COM 863667101 1200654 3355 SH SOLE 0 0 3355 ADOBE INC COM 00724F101 1177736 2334 SH SOLE 0 0 2334 PEPSICO INC COM 713448108 1175717 6718 SH SOLE 0 0 6718 ISHARES TR CORE S&P SCP ETF 464287804 1164709 10538 SH SOLE 0 0 10538 ROCKWELL AUTOMATION INC COM 773903109 1150754 3950 SH SOLE 0 0 3950 AMGEN INC COM 031162100 1109701 3903 SH SOLE 0 0 3903 HONEYWELL INTL INC COM 438516106 1095419 5337 SH SOLE 0 0 5337 ISHARES TR SHORT TREAS BD 464288679 1078870 9760 SH SOLE 0 0 9760 META PLATFORMS INC CL A 30303M102 1061963 2187 SH SOLE 0 0 2187 SOUTHSTATE CORPORATION COM 840441109 1050121 12350 SH SOLE 0 0 12350 LAM RESEARCH CORP COM 512807108 1041523 1072 SH SOLE 0 0 1072 INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 46138G631 1024455 35436 SH SOLE 0 0 35436 PERFORMANCE FOOD GROUP CO COM 71377A103 1002788 13435 SH SOLE 0 0 13435 S&P GLOBAL INC COM 78409V104 994702 2338 SH SOLE 0 0 2338 VANECK ETF TRUST PHARMACEUTCL ETF 92189F692 994616 10966 SH SOLE 0 0 10966 SEMPRA COM 816851109 982419 13677 SH SOLE 0 0 13677 ABBOTT LABS COM 002824100 948606 8346 SH SOLE 0 0 8346 ISHARES TR US HOME CONS ETF 464288752 940979 8128 SH SOLE 0 0 8128 AMETEK INC COM 031100100 887431 4852 SH SOLE 0 0 4852 METLIFE INC COM 59156R108 840704 11344 SH SOLE 0 0 11344 NUCOR CORP COM 670346105 839096 4240 SH SOLE 0 0 4240 UNITED RENTALS INC COM 911363109 806201 1118 SH SOLE 0 0 1118 MOODYS CORP COM 615369105 779772 1984 SH SOLE 0 0 1984 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 752271 8506 SH SOLE 0 0 8506 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 746291 9139 SH SOLE 0 0 9139 INTERNATIONAL BUSINESS MACHS COM 459200101 719537 3768 SH SOLE 0 0 3768 COMCAST CORP NEW CL A 20030N101 706605 16300 SH SOLE 0 0 16300 BALLYS CORPORATION COM 05875B106 697000 50000 SH SOLE 0 0 50000 CISCO SYS INC COM 17275R102 685963 13744 SH SOLE 0 0 13744 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 678316 1957 SH SOLE 0 0 1957 TESLA INC COM 88160R101 675385 3842 SH SOLE 0 0 3842 FREEPORT-MCMORAN INC CL B 35671D857 672057 14293 SH SOLE 0 0 14293 APPLIED MATLS INC COM 038222105 666742 3233 SH SOLE 0 0 3233 MODINE MFG CO COM 607828100 659096 6924 SH SOLE 0 0 6924 QUALCOMM INC COM 747525103 648080 3828 SH SOLE 0 0 3828 BANK AMERICA CORP COM 060505104 636487 16785 SH SOLE 0 0 16785 BERKSHIRE HATHAWAY INC DEL CL A 084670108 634440 1 SH SOLE 0 0 1 ISHARES TR MSCI EAFE MIN VL 46429B689 632250 8920 SH SOLE 0 0 8920 MARSH & MCLENNAN COS INC COM 571748102 629887 3058 SH SOLE 0 0 3058 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 627008 6750 SH SOLE 0 0 6750 KKR & CO INC COM 48251W104 616757 6132 SH SOLE 0 0 6132 PIONEER NAT RES CO COM 723787107 601388 2291 SH SOLE 0 0 2291 OREILLY AUTOMOTIVE INC COM 67103H107 600564 532 SH SOLE 0 0 532 MONDELEZ INTL INC CL A 609207105 596400 8520 SH SOLE 0 0 8520 PAYCHEX INC COM 704326107 578756 4713 SH SOLE 0 0 4713 ANALOG DEVICES INC COM 032654105 574580 2905 SH SOLE 0 0 2905 TARGET CORP COM 87612E106 558389 3151 SH SOLE 0 0 3151 ROYAL BK CDA COM 780087102 516808 5123 SH SOLE 0 0 5123 BRISTOL-MYERS SQUIBB CO COM 110122108 505749 9326 SH SOLE 0 0 9326 RTX CORPORATION COM 75513E101 498476 5111 SH SOLE 0 0 5111 VANGUARD INDEX FDS TOTAL STK MKT 922908769 487832 1877 SH SOLE 0 0 1877 INTUITIVE SURGICAL INC COM NEW 46120E602 453765 1137 SH SOLE 0 0 1137 COCA COLA CO COM 191216100 441169 7211 SH SOLE 0 0 7211 NEOGAMES S A SHS L6673X107 425973 14709 SH SOLE 0 0 14709 NIKE INC CL B 654106103 425447 4527 SH SOLE 0 0 4527 ECOLAB INC COM 278865100 421162 1824 SH SOLE 0 0 1824 TEXAS INSTRS INC COM 882508104 411310 2361 SH SOLE 0 0 2361 VANGUARD WORLD FD INF TECH ETF 92204A702 410034 782 SH SOLE 0 0 782 VALERO ENERGY CORP COM 91913Y100 405389 2375 SH SOLE 0 0 2375 HUNTINGTON BANCSHARES INC COM 446150104 402499 28853 SH SOLE 0 0 28853 KIMBERLY-CLARK CORP COM 494368103 397105 3070 SH SOLE 0 0 3070 VERIZON COMMUNICATIONS INC COM 92343V104 391277 9325 SH SOLE 0 0 9325 BECTON DICKINSON & CO COM 075887109 384537 1554 SH SOLE 0 0 1554 REPUBLIC SVCS INC COM 760759100 384220 2007 SH SOLE 0 0 2007 TRANE TECHNOLOGIES PLC SHS G8994E103 383055 1276 SH SOLE 0 0 1276 PNC FINL SVCS GROUP INC COM 693475105 374589 2318 SH SOLE 0 0 2318 CARRIER GLOBAL CORPORATION COM 14448C104 372730 6412 SH SOLE 0 0 6412 STARBUCKS CORP COM 855244109 371043 4060 SH SOLE 0 0 4060 AON PLC SHS CL A G0403H108 369428 1107 SH SOLE 0 0 1107 INTEL CORP COM 458140100 354685 8030 SH SOLE 0 0 8030 BLACKSTONE INC COM 09260D107 353254 2689 SH SOLE 0 0 2689 T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 353000 10000 SH SOLE 0 0 10000 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 350034 4584 SH SOLE 0 0 4584 SPDR SER TR NUVEEN BLMBRG MU 78468R721 348507 7498 SH SOLE 0 0 7498 ALLSTATE CORP COM 020002101 346020 2000 SH SOLE 0 0 2000 SALESFORCE INC COM 79466L302 344550 1144 SH SOLE 0 0 1144 E L F BEAUTY INC COM 26856L103 337760 1723 SH SOLE 0 0 1723 ISHARES TR RUS MID CAP ETF 464287499 334258 3975 SH SOLE 0 0 3975 CONSTELLATION ENERGY CORP COM 21037T109 330142 1786 SH SOLE 0 0 1786 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 329750 2115 SH SOLE 0 0 2115 ISHARES TR RUS MD CP GR ETF 464287481 320848 2811 SH SOLE 0 0 2811 AUTOZONE INC COM 053332102 318317 101 SH SOLE 0 0 101 ISHARES TR CORE MSCI EAFE 46432F842 313802 4228 SH SOLE 0 0 4228 AFLAC INC COM 001055102 313475 3651 SH SOLE 0 0 3651 CHUBB LIMITED COM H1467J104 311215 1201 SH SOLE 0 0 1201 DEERE & CO COM 244199105 307644 749 SH SOLE 0 0 749 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 307040 1135 SH SOLE 0 0 1135 ISHARES TR S&P SML 600 GWT 464287887 305385 2336 SH SOLE 0 0 2336 ISHARES TR RUS 1000 VAL ETF 464287598 303591 1695 SH SOLE 0 0 1695 ILLINOIS TOOL WKS INC COM 452308109 298651 1113 SH SOLE 0 0 1113 DOVER CORP COM 260003108 293427 1656 SH SOLE 0 0 1656 BIOGEN INC COM 09062X103 290885 1349 SH SOLE 0 0 1349 GARMIN LTD SHS H2906T109 282406 1897 SH SOLE 0 0 1897 NOVO-NORDISK A S ADR 670100205 271438 2114 SH SOLE 0 0 2114 SUPER MICRO COMPUTER INC COM 86800U104 270688 268 SH SOLE 0 0 268 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 245632 4896 SH SOLE 0 0 4896 PRUDENTIAL FINL INC COM 744320102 244544 2083 SH SOLE 0 0 2083 ISHARES TR RUS 2000 GRW ETF 464287648 242908 897 SH SOLE 0 0 897 SELECT SECTOR SPDR TR INDL 81369Y704 240080 1906 SH SOLE 0 0 1906 DISNEY WALT CO COM 254687106 238602 1950 SH SOLE 0 0 1950 NETFLIX INC COM 64110L106 237466 391 SH SOLE 0 0 391 INTERCONTINENTAL EXCHANGE IN COM 45866F104 235555 1714 SH SOLE 0 0 1714 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 234678 590 SH SOLE 0 0 590 MCCORMICK & CO INC COM NON VTG 579780206 231505 3014 SH SOLE 0 0 3014 AT&T INC COM 00206R102 226688 12880 SH SOLE 0 0 12880 MARATHON PETE CORP COM 56585A102 225680 1120 SH SOLE 0 0 1120 WEC ENERGY GROUP INC COM 92939U106 225009 2740 SH SOLE 0 0 2740 CVS HEALTH CORP COM 126650100 224524 2815 SH SOLE 0 0 2815 REALTY INCOME CORP COM 756109104 223972 4140 SH SOLE 0 0 4140 PARKER-HANNIFIN CORP COM 701094104 222316 400 SH SOLE 0 0 400 CATERPILLAR INC COM 149123101 221324 604 SH SOLE 0 0 604 BORGWARNER INC COM 099724106 215666 6208 SH SOLE 0 0 6208 EMERSON ELEC CO COM 291011104 214024 1887 SH SOLE 0 0 1887 APPLOVIN CORP COM CL A 03831W108 207245 2994 SH SOLE 0 0 2994 M/I HOMES INC COM 55305B101 204980 1504 SH SOLE 0 0 1504 YUM BRANDS INC COM 988498101 203816 1470 SH SOLE 0 0 1470 KEURIG DR PEPPER INC COM 49271V100 202330 6597 SH SOLE 0 0 6597 CHURCH & DWIGHT CO INC COM 171340102 200067 1918 SH SOLE 0 0 1918 CROWDSTRIKE HLDGS INC CL A 22788C105 200048 624 SH SOLE 0 0 624 ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 00326L100 126331 15239 SH SOLE 0 0 15239 BLACKROCK ENHANCED GLOBAL DI COM 092501105 107529 10280 SH SOLE 0 0 10280 BLACKROCK ENHANCED EQUITY DI COM 09251A104 87062 10553 SH SOLE 0 0 10553 CBRE GBL REAL ESTATE INC FD COM 12504G100 58077 10795 SH SOLE 0 0 10795