0002022908-24-000005.txt : 20241105 0002022908-24-000005.hdr.sgml : 20241105 20241105103344 ACCESSION NUMBER: 0002022908-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241105 DATE AS OF CHANGE: 20241105 EFFECTIVENESS DATE: 20241105 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: 241426142 BUSINESS ADDRESS: STREET 1: 830 AZALEA LANE CITY: VERO BEACH STATE: FL ZIP: 32963 BUSINESS PHONE: (772) 316-1271 MAIL ADDRESS: STREET 1: 830 AZALEA LANE CITY: VERO BEACH STATE: FL ZIP: 32963 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002022908 XXXXXXXX 09-30-2024 09-30-2024 SPIREPOINT PRIVATE CLIENT, LLC
830 AZALEA LANE VERO BEACH FL 32963
13F HOLDINGS REPORT 028-24128 N
MICHELLE ELDRIDGE SR. COMPLIANCE OFFICER 971-371-3446 MICHELLE ELDRIDGE PORTLAND OR 11-05-2024 0 211 755253197 false
INFORMATION TABLE 2 spirepoint_13f_q32024.xml UNITED PARCEL SERVICE INC CL B 911312106 147684902 1083210 SH SOLE 0 0 1083210 APPLE INC COM 037833100 31907198 136941 SH SOLE 0 0 136941 MICROSOFT CORP COM 594918104 28263440 65683 SH SOLE 0 0 65683 CLEAN HARBORS INC COM 184496107 19715560 81567 SH SOLE 0 0 81567 NVIDIA CORPORATION COM 67066G104 17249717 142043 SH SOLE 0 0 142043 JOHNSON & JOHNSON COM 478160104 15305001 94440 SH SOLE 0 0 94440 BROADCOM INC COM 11135F101 14772711 85639 SH SOLE 0 0 85639 PROCTER AND GAMBLE CO COM 742718109 14197533 81972 SH SOLE 0 0 81972 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 13776275 1227832 SH SOLE 0 0 1227832 AMAZON COM INC COM 023135106 13712770 73594 SH SOLE 0 0 73594 NEXTERA ENERGY INC COM 65339F101 13591743 160792 SH SOLE 0 0 160792 ALPHABET INC CAP STK CL A 02079K305 13401866 80807 SH SOLE 0 0 80807 ELI LILLY & CO COM 532457108 12403565 14000 SH SOLE 0 0 14000 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 11622945 51484 SH SOLE 0 0 51484 COSTCO WHSL CORP NEW COM 22160K105 10740949 12116 SH SOLE 0 0 12116 ROYAL CARIBBEAN GROUP COM V7780T103 9939432 56041 SH SOLE 0 0 56041 PALO ALTO NETWORKS INC COM 697435105 9630215 28175 SH SOLE 0 0 28175 ALPS ETF TR ALERIAN MLP 00162Q452 9475886 201058 SH SOLE 0 0 201058 UNITEDHEALTH GROUP INC COM 91324P102 9198783 15733 SH SOLE 0 0 15733 LOCKHEED MARTIN CORP COM 539830109 9192500 15726 SH SOLE 0 0 15726 EXXON MOBIL CORP COM 30231G102 9180877 78322 SH SOLE 0 0 78322 PALANTIR TECHNOLOGIES INC CL A 69608A108 8770830 235775 SH SOLE 0 0 235775 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 8643040 106995 SH SOLE 0 0 106995 VISA INC COM CL A 92826C839 8599817 31278 SH SOLE 0 0 31278 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 7932955 155183 SH SOLE 0 0 155183 DANAHER CORPORATION COM 235851102 7625071 27426 SH SOLE 0 0 27426 TJX COS INC NEW COM 872540109 7467424 63531 SH SOLE 0 0 63531 NORTHROP GRUMMAN CORP COM 666807102 7428317 14067 SH SOLE 0 0 14067 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 7212077 96020 SH SOLE 0 0 96020 CHEVRON CORP NEW COM 166764100 7133848 48441 SH SOLE 0 0 48441 THE CIGNA GROUP COM 125523100 7061459 20383 SH SOLE 0 0 20383 AXON ENTERPRISE INC COM 05464C101 6326068 15831 SH SOLE 0 0 15831 THERMO FISHER SCIENTIFIC INC COM 883556102 6205538 10032 SH SOLE 0 0 10032 CONSTELLATION BRANDS INC CL A 21036P108 6171831 23951 SH SOLE 0 0 23951 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6122379 13302 SH SOLE 0 0 13302 SOUTHERN CO COM 842587107 6093433 67570 SH SOLE 0 0 67570 ABBVIE INC COM 00287Y109 6053952 30656 SH SOLE 0 0 30656 WALMART INC COM 931142103 5899928 73064 SH SOLE 0 0 73064 AIR PRODS & CHEMS INC COM 009158106 5861035 19685 SH SOLE 0 0 19685 BOSTON SCIENTIFIC CORP COM 101137107 5835664 69638 SH SOLE 0 0 69638 POWELL INDS INC COM 739128106 5761254 25953 SH SOLE 0 0 25953 DIAMONDBACK ENERGY INC COM 25278X109 5315930 30835 SH SOLE 0 0 30835 MASTERCARD INCORPORATED CL A 57636Q104 5077369 10282 SH SOLE 0 0 10282 INVESCO QQQ TR UNIT SER 1 46090E103 5016919 10279 SH SOLE 0 0 10279 INGREDION INC COM 457187102 4807674 34983 SH SOLE 0 0 34983 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4789144 9076 SH SOLE 0 0 9076 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4216103 21287 SH SOLE 0 0 21287 GALLAGHER ARTHUR J & CO COM 363576109 4083917 14514 SH SOLE 0 0 14514 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 3958521 73374 SH SOLE 0 0 73374 CROWN CASTLE INC COM 22822V101 3756172 31663 SH SOLE 0 0 31663 MEDTRONIC PLC SHS G5960L103 3705339 41157 SH SOLE 0 0 41157 JPMORGAN CHASE & CO. COM 46625H100 3612899 17134 SH SOLE 0 0 17134 ISHARES TR RUS 1000 GRW ETF 464287614 3486537 9288 SH SOLE 0 0 9288 SPDR S&P 500 ETF TR TR UNIT 78462F103 3157975 5504 SH SOLE 0 0 5504 ISHARES TR CORE S&P500 ETF 464287200 3107928 5388 SH SOLE 0 0 5388 IQVIA HLDGS INC COM 46266C105 3104781 13102 SH SOLE 0 0 13102 ALPHABET INC CAP STK CL C 02079K107 2996546 17923 SH SOLE 0 0 17923 VANGUARD WORLD FD MEGA GRWTH IND 921910816 2973208 9235 SH SOLE 0 0 9235 ISHARES TR S&P 500 GRWT ETF 464287309 2966718 30984 SH SOLE 0 0 30984 PROSHARES TR S&P 500 DV ARIST 74348A467 2895549 27122 SH SOLE 0 0 27122 VERALTO CORP COM SHS 92338C103 2772052 24781 SH SOLE 0 0 24781 SELECT SECTOR SPDR TR ENERGY 81369Y506 2630688 29962 SH SOLE 0 0 29962 ISHARES TR CORE DIV GRWTH 46434V621 2525386 40284 SH SOLE 0 0 40284 BLACKROCK INC COM 09247X101 2505757 2639 SH SOLE 0 0 2639 MERCK & CO INC COM 58933Y105 2502522 22037 SH SOLE 0 0 22037 META PLATFORMS INC CL A 30303M102 2148367 3753 SH SOLE 0 0 3753 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1762003 11440 SH SOLE 0 0 11440 ARISTA NETWORKS INC COM 040413106 1688424 4399 SH SOLE 0 0 4399 LINDE PLC SHS G54950103 1687608 3539 SH SOLE 0 0 3539 HOME DEPOT INC COM 437076102 1681985 4151 SH SOLE 0 0 4151 AUTOMATIC DATA PROCESSING IN COM 053015103 1675877 6056 SH SOLE 0 0 6056 ORACLE CORP COM 68389X105 1637374 9609 SH SOLE 0 0 9609 LOWES COS INC COM 548661107 1629704 6017 SH SOLE 0 0 6017 OREILLY AUTOMOTIVE INC COM 67103H107 1609937 1398 SH SOLE 0 0 1398 SPDR SER TR PORTFOLIO S&P500 78464A854 1519676 22510 SH SOLE 0 0 22510 PFIZER INC COM 717081103 1459936 50447 SH SOLE 0 0 50447 ADOBE INC COM 00724F101 1439428 2780 SH SOLE 0 0 2780 SHERWIN WILLIAMS CO COM 824348106 1341188 3514 SH SOLE 0 0 3514 GARTNER INC COM 366651107 1329231 2623 SH SOLE 0 0 2623 EATON CORP PLC SHS G29183103 1311177 3956 SH SOLE 0 0 3956 S&P GLOBAL INC COM 78409V104 1305566 2527 SH SOLE 0 0 2527 AMGEN INC COM 031162100 1302051 4041 SH SOLE 0 0 4041 ISHARES TR CORE S&P MCP ETF 464287507 1294771 20776 SH SOLE 0 0 20776 STRYKER CORPORATION COM 863667101 1257925 3482 SH SOLE 0 0 3482 GOLDMAN SACHS GROUP INC COM 38141G104 1221931 2468 SH SOLE 0 0 2468 ISHARES TR CORE S&P SCP ETF 464287804 1202596 10282 SH SOLE 0 0 10282 TESLA INC COM 88160R101 1167393 4462 SH SOLE 0 0 4462 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 1133169 12535 SH SOLE 0 0 12535 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1103785 9773 SH SOLE 0 0 9773 PEPSICO INC COM 713448108 1088150 6399 SH SOLE 0 0 6399 PROLOGIS INC. COM 74340W103 1085629 8597 SH SOLE 0 0 8597 PERFORMANCE FOOD GROUP CO COM 71377A103 1077274 13746 SH SOLE 0 0 13746 ROCKWELL AUTOMATION INC COM 773903109 1060954 3952 SH SOLE 0 0 3952 ISHARES TR US HOME CONS ETF 464288752 1045527 8226 SH SOLE 0 0 8226 HONEYWELL INTL INC COM 438516106 1033550 5000 SH SOLE 0 0 5000 CHIPOTLE MEXICAN GRILL INC COM 169656105 1023619 17765 SH SOLE 0 0 17765 VANECK ETF TRUST PHARMACEUTCL ETF 92189F692 1017875 10711 SH SOLE 0 0 10711 SEMPRA COM 816851109 1011003 12089 SH SOLE 0 0 12089 COLGATE PALMOLIVE CO COM 194162103 1009241 9722 SH SOLE 0 0 9722 SOUTHSTATE CORPORATION COM 840441109 989778 10185 SH SOLE 0 0 10185 NORFOLK SOUTHN CORP COM 655844108 974866 3923 SH SOLE 0 0 3923 MODINE MFG CO COM 607828100 959673 7227 SH SOLE 0 0 7227 EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707 944794 16555 SH SOLE 0 0 16555 MOODYS CORP COM 615369105 924056 1947 SH SOLE 0 0 1947 ILLINOIS TOOL WKS INC COM 452308109 919342 3508 SH SOLE 0 0 3508 ABBOTT LABS COM 002824100 910484 7986 SH SOLE 0 0 7986 PAYCOM SOFTWARE INC COM 70432V102 889151 5338 SH SOLE 0 0 5338 UNITED RENTALS INC COM 911363109 864833 1068 SH SOLE 0 0 1068 LAM RESEARCH CORP COM 512807108 860165 1054 SH SOLE 0 0 1054 AMETEK INC COM 031100100 833137 4852 SH SOLE 0 0 4852 INTERNATIONAL BUSINESS MACHS COM 459200101 831261 3760 SH SOLE 0 0 3760 METLIFE INC COM 59156R108 827852 10037 SH SOLE 0 0 10037 KKR & CO INC COM 48251W104 784786 6010 SH SOLE 0 0 6010 APPLIED MATLS INC COM 038222105 765787 3790 SH SOLE 0 0 3790 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 730922 8220 SH SOLE 0 0 8220 FREEPORT-MCMORAN INC CL B 35671D857 694038 13903 SH SOLE 0 0 13903 BERKSHIRE HATHAWAY INC DEL CL A 084670108 691180 1 SH SOLE 0 0 1 BALLYS CORPORATION COM 05875B106 690000 40000 SH SOLE 0 0 40000 ISHARES TR MSCI EAFE MIN VL 46429B689 684164 8920 SH SOLE 0 0 8920 STARBUCKS CORP COM 855244109 677068 6945 SH SOLE 0 0 6945 ANALOG DEVICES INC COM 032654105 668644 2905 SH SOLE 0 0 2905 BANK AMERICA CORP COM 060505104 662220 16689 SH SOLE 0 0 16689 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 657979 6827 SH SOLE 0 0 6827 ROYAL BK CDA COM 780087102 638992 5123 SH SOLE 0 0 5123 NUCOR CORP COM 670346105 637442 4240 SH SOLE 0 0 4240 QUALCOMM INC COM 747525103 637007 3746 SH SOLE 0 0 3746 INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 46138G631 630955 20776 SH SOLE 0 0 20776 CISCO SYS INC COM 17275R102 629327 11825 SH SOLE 0 0 11825 MARSH & MCLENNAN COS INC COM 571748102 627552 2813 SH SOLE 0 0 2813 CARRIER GLOBAL CORPORATION COM 14448C104 626776 7787 SH SOLE 0 0 7787 CATERPILLAR INC COM 149123101 621881 1590 SH SOLE 0 0 1590 COMCAST CORP NEW CL A 20030N101 617068 14773 SH SOLE 0 0 14773 PAYCHEX INC COM 704326107 615932 4590 SH SOLE 0 0 4590 RTX CORPORATION COM 75513E101 610525 5039 SH SOLE 0 0 5039 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 597735 1691 SH SOLE 0 0 1691 INTUITIVE SURGICAL INC COM NEW 46120E602 562013 1144 SH SOLE 0 0 1144 VANGUARD INDEX FDS TOTAL STK MKT 922908769 524979 1854 SH SOLE 0 0 1854 MONDELEZ INTL INC CL A 609207105 514364 6982 SH SOLE 0 0 6982 COCA COLA CO COM 191216100 501942 6985 SH SOLE 0 0 6985 VERIZON COMMUNICATIONS INC COM 92343V104 489564 10901 SH SOLE 0 0 10901 CONSTELLATION ENERGY CORP COM 21037T109 488318 1878 SH SOLE 0 0 1878 TRANE TECHNOLOGIES PLC SHS G8994E103 485913 1250 SH SOLE 0 0 1250 VANGUARD WORLD FD INF TECH ETF 92204A702 456899 779 SH SOLE 0 0 779 TEXAS INSTRS INC COM 882508104 451562 2186 SH SOLE 0 0 2186 EMERSON ELEC CO COM 291011104 451370 4127 SH SOLE 0 0 4127 KIMBERLY-CLARK CORP COM 494368103 429970 3022 SH SOLE 0 0 3022 HUNTINGTON BANCSHARES INC COM 446150104 424139 28853 SH SOLE 0 0 28853 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 418320 5040 SH SOLE 0 0 5040 ECOLAB INC COM 278865100 416954 1633 SH SOLE 0 0 1633 APPLOVIN CORP COM CL A 03831W108 415149 3180 SH SOLE 0 0 3180 NIKE INC CL B 654106103 413977 4683 SH SOLE 0 0 4683 AFLAC INC COM 001055102 405946 3631 SH SOLE 0 0 3631 REPUBLIC SVCS INC COM 760759100 403086 2007 SH SOLE 0 0 2007 T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 396400 10000 SH SOLE 0 0 10000 BLACKSTONE INC COM 09260D107 388797 2539 SH SOLE 0 0 2539 ALLSTATE CORP COM 020002101 379679 2002 SH SOLE 0 0 2002 PNC FINL SVCS GROUP INC COM 693475105 378943 2050 SH SOLE 0 0 2050 AON PLC SHS CL A G0403H108 363981 1052 SH SOLE 0 0 1052 CHENIERE ENERGY INC COM NEW 16411R208 354644 1972 SH SOLE 0 0 1972 ISHARES TR RUS MID CAP ETF 464287499 350357 3975 SH SOLE 0 0 3975 WORKDAY INC CL A 98138H101 342418 1401 SH SOLE 0 0 1401 CHUBB LIMITED COM H1467J104 342031 1186 SH SOLE 0 0 1186 BECTON DICKINSON & CO COM 075887109 335370 1391 SH SOLE 0 0 1391 GARMIN LTD SHS H2906T109 333929 1897 SH SOLE 0 0 1897 CARLISLE COS INC COM 142339100 333715 742 SH SOLE 0 0 742 WINGSTOP INC COM 974155103 332032 798 SH SOLE 0 0 798 SALESFORCE INC COM 79466L302 327101 1195 SH SOLE 0 0 1195 ISHARES TR S&P SML 600 GWT 464287887 325849 2336 SH SOLE 0 0 2336 ISHARES TR RUS 1000 VAL ETF 464287598 321711 1695 SH SOLE 0 0 1695 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 320297 1135 SH SOLE 0 0 1135 AUTOZONE INC COM 053332102 318154 101 SH SOLE 0 0 101 DOVER CORP COM 260003108 318097 1659 SH SOLE 0 0 1659 TEMPUR SEALY INTL INC COM 88023U101 317608 5817 SH SOLE 0 0 5817 BLUE BIRD CORP COM 095306106 305937 6379 SH SOLE 0 0 6379 ZETA GLOBAL HOLDINGS CORP CL A 98956A105 304922 10222 SH SOLE 0 0 10222 AT&T INC COM 00206R102 290620 13210 SH SOLE 0 0 13210 NETFLIX INC COM 64110L106 281580 397 SH SOLE 0 0 397 STERLING INFRASTRUCTURE INC COM 859241101 280904 1937 SH SOLE 0 0 1937 INTERCONTINENTAL EXCHANGE IN COM 45866F104 277104 1725 SH SOLE 0 0 1725 ISHARES TR CORE MSCI EAFE 46432F842 272238 3488 SH SOLE 0 0 3488 BIOGEN INC COM 09062X103 261490 1349 SH SOLE 0 0 1349 SELECT SECTOR SPDR TR INDL 81369Y704 258149 1906 SH SOLE 0 0 1906 DEERE & CO COM 244199105 257910 618 SH SOLE 0 0 618 BRISTOL-MYERS SQUIBB CO COM 110122108 255751 4943 SH SOLE 0 0 4943 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 251006 4753 SH SOLE 0 0 4753 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 249641 590 SH SOLE 0 0 590 JUNIPER NETWORKS INC COM 48203R104 247796 6357 SH SOLE 0 0 6357 PIPER SANDLER COMPANIES COM 724078100 238455 840 SH SOLE 0 0 840 NOVO-NORDISK A S ADR 670100205 238140 2000 SH SOLE 0 0 2000 REALTY INCOME CORP COM 756109104 231798 3655 SH SOLE 0 0 3655 BROWN & BROWN INC COM 115236101 229370 2214 SH SOLE 0 0 2214 MCCORMICK & CO INC COM NON VTG 579780206 227477 2764 SH SOLE 0 0 2764 KEURIG DR PEPPER INC COM 49271V100 225780 6024 SH SOLE 0 0 6024 ABERCROMBIE & FITCH CO CL A 002896207 225379 1611 SH SOLE 0 0 1611 CELESTICA INC COM 15101Q207 221861 4340 SH SOLE 0 0 4340 M/I HOMES INC COM 55305B101 220369 1286 SH SOLE 0 0 1286 TRUIST FINL CORP COM 89832Q109 217101 5076 SH SOLE 0 0 5076 BRINKER INTL INC COM 109641100 215585 2817 SH SOLE 0 0 2817 TARGET CORP COM 87612E106 213372 1369 SH SOLE 0 0 1369 E L F BEAUTY INC COM 26856L103 210319 1929 SH SOLE 0 0 1929 CROWDSTRIKE HLDGS INC CL A 22788C105 208670 744 SH SOLE 0 0 744 T-MOBILE US INC COM 872590104 207598 1006 SH SOLE 0 0 1006 YUM BRANDS INC COM 988498101 205513 1471 SH SOLE 0 0 1471 COSTAMARE INC SHS Y1771G102 204580 13014 SH SOLE 0 0 13014 MANULIFE FINL CORP COM 56501R106 203629 6891 SH SOLE 0 0 6891 VANGUARD INDEX FDS SMALL CP ETF 922908751 201629 850 SH SOLE 0 0 850 PARKER-HANNIFIN CORP COM 701094104 201551 319 SH SOLE 0 0 319 CHURCH & DWIGHT CO INC COM 171340102 200329 1913 SH SOLE 0 0 1913 ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 00326L100 136855 15039 SH SOLE 0 0 15039 BLACKROCK ENHANCED GLOBAL DI COM 092501105 112938 10030 SH SOLE 0 0 10030 BLACKROCK ENHANCED EQUITY DI COM 09251A104 97555 11278 SH SOLE 0 0 11278