0002022908-25-000001.txt : 20250127 0002022908-25-000001.hdr.sgml : 20250127 20250127160321 ACCESSION NUMBER: 0002022908-25-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250127 DATE AS OF CHANGE: 20250127 EFFECTIVENESS DATE: 20250127 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: 25558953 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 12-31-2024 12-31-2024 SPIREPOINT PRIVATE CLIENT, LLC

830 AZALEA LANE VERO BEACH FL 32963

13F HOLDINGS REPORT 028-24128 N MICHELLE ELDRIDGE 971-371-3446 MICHELLE ELDRIDGE PORTLAND OR 01-27-2025 0 220 797890739 false INFORMATION TABLE 2 spirepoint_13f_q42024.xml UNITED PARCEL SERVICE INC CL B 911312106 136830188 1085093 SH SOLE 1085093 0 0 APPLE INC COM 037833100 36419602 145434 SH SOLE 145434 0 0 MICROSOFT CORP COM 594918104 30748160 72949 SH SOLE 72949 0 0 CLEAN HARBORS INC COM 184496107 25215289 109565 SH SOLE 109565 0 0 BROADCOM INC COM 11135F101 20301754 87568 SH SOLE 87568 0 0 NVIDIA CORPORATION COM 67066G104 18596917 138483 SH SOLE 138483 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 16978708 224497 SH SOLE 224497 0 0 AMAZON COM INC COM 023135106 16913214 77092 SH SOLE 77092 0 0 ALPHABET INC CAP STK CL A 02079K305 16216095 85663 SH SOLE 85663 0 0 PROCTER AND GAMBLE CO COM 742718109 14456392 86230 SH SOLE 86230 0 0 JOHNSON & JOHNSON COM 478160104 14044871 97116 SH SOLE 97116 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 13532312 280987 SH SOLE 280987 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 13024877 56461 SH SOLE 56461 0 0 NEXTERA ENERGY INC COM 65339F101 12514824 174569 SH SOLE 174569 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 12353114 53127 SH SOLE 53127 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 12340698 927872 SH SOLE 927872 0 0 ELI LILLY & CO COM 532457108 11668417 15115 SH SOLE 15115 0 0 COSTCO WHSL CORP NEW COM 22160K105 11263636 12293 SH SOLE 12293 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 10505694 209569 SH SOLE 209569 0 0 PALO ALTO NETWORKS INC COM 697435105 10350613 56884 SH SOLE 56884 0 0 VISA INC COM CL A 92826C839 10213476 32317 SH SOLE 32317 0 0 AXON ENTERPRISE INC COM 05464C101 9581033 16121 SH SOLE 16121 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 8757624 115704 SH SOLE 115704 0 0 EXXON MOBIL CORP COM 30231G102 8713640 81004 SH SOLE 81004 0 0 UNITEDHEALTH GROUP INC COM 91324P102 8590209 16981 SH SOLE 16981 0 0 TJX COS INC NEW COM 872540109 8043605 66581 SH SOLE 66581 0 0 LOCKHEED MARTIN CORP COM 539830109 8022376 16509 SH SOLE 16509 0 0 CHEVRON CORP NEW COM 166764100 7607957 52527 SH SOLE 52527 0 0 HOME DEPOT INC COM 437076102 7595907 19527 SH SOLE 19527 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 7503982 104352 SH SOLE 104352 0 0 NORTHROP GRUMMAN CORP COM 666807102 6911362 14727 SH SOLE 14727 0 0 MERCK & CO INC COM 58933Y105 6808710 68443 SH SOLE 68443 0 0 WALMART INC COM 931142103 6787826 75128 SH SOLE 75128 0 0 DANAHER CORPORATION COM 235851102 6724800 29296 SH SOLE 29296 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6576640 14509 SH SOLE 14509 0 0 BOSTON SCIENTIFIC CORP COM 101137107 6522593 73025 SH SOLE 73025 0 0 ABBVIE INC COM 00287Y109 6223020 35020 SH SOLE 35020 0 0 THE CIGNA GROUP COM 125523100 6151399 22276 SH SOLE 22276 0 0 SOUTHERN CO COM 842587107 5971703 72543 SH SOLE 72543 0 0 AIR PRODS & CHEMS INC COM 009158106 5917210 20401 SH SOLE 20401 0 0 MASTERCARD INCORPORATED CL A 57636Q104 5703429 10831 SH SOLE 10831 0 0 DIAMONDBACK ENERGY INC COM 25278X109 5526395 33732 SH SOLE 33732 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 5484851 10543 SH SOLE 10543 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 5227947 10226 SH SOLE 10226 0 0 POWELL INDS INC COM 739128106 4966066 22405 SH SOLE 22405 0 0 INGREDION INC COM 457187102 4889961 35548 SH SOLE 35548 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4787877 8886 SH SOLE 8886 0 0 JPMORGAN CHASE & CO. COM 46625H100 4649456 19396 SH SOLE 19396 0 0 GALLAGHER ARTHUR J & CO COM 363576109 4533810 15973 SH SOLE 15973 0 0 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 4205556 79290 SH SOLE 79290 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4159625 21241 SH SOLE 21241 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 3760008 9363 SH SOLE 9363 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 3333487 9707 SH SOLE 9707 0 0 ALPHABET INC CAP STK CL C 02079K107 3318036 17423 SH SOLE 17423 0 0 ISHARES TR CORE S&P500 ETF 464287200 3288416 5586 SH SOLE 5586 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3215821 5487 SH SOLE 5487 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 3145806 30984 SH SOLE 30984 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 3033786 35417 SH SOLE 35417 0 0 IQVIA HLDGS INC COM 46266C105 2949419 15009 SH SOLE 15009 0 0 BLACKROCK INC COM 09290D101 2935915 2864 SH SOLE 2864 0 0 VERALTO CORP COM SHS 92338C103 2918181 28652 SH SOLE 28652 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 2801050 28137 SH SOLE 28137 0 0 ISHARES TR CORE DIV GRWTH 46434V621 2631269 42896 SH SOLE 42896 0 0 META PLATFORMS INC CL A 30303M102 2307495 3941 SH SOLE 3941 0 0 ARISTA NETWORKS INC COM SHS 040413205 1972297 17844 SH SOLE 17844 0 0 LAM RESEARCH CORP COM NEW 512807306 1869498 25883 SH SOLE 25883 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 1851810 6326 SH SOLE 6326 0 0 TESLA INC COM 88160R101 1768012 4378 SH SOLE 4378 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 1663677 1403 SH SOLE 1403 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1641503 11932 SH SOLE 11932 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 1617703 23465 SH SOLE 23465 0 0 ORACLE CORP COM 68389X105 1589579 9539 SH SOLE 9539 0 0 LOWES COS INC COM 548661107 1468707 5951 SH SOLE 5951 0 0 AMGEN INC COM 031162100 1462190 5610 SH SOLE 5610 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 1413226 2468 SH SOLE 2468 0 0 LINDE PLC SHS G54950103 1408406 3364 SH SOLE 3364 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1394707 22383 SH SOLE 22383 0 0 PFIZER INC COM 717081103 1345840 50729 SH SOLE 50729 0 0 S&P GLOBAL INC COM 78409V104 1331835 2674 SH SOLE 2674 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 1319241 13627 SH SOLE 13627 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1286926 11169 SH SOLE 11169 0 0 EATON CORP PLC SHS G29183103 1270398 3828 SH SOLE 3828 0 0 HONEYWELL INTL INC COM 438516106 1269954 5622 SH SOLE 5622 0 0 PEPSICO INC COM 713448108 1250694 8225 SH SOLE 8225 0 0 STRYKER CORPORATION COM 863667101 1233197 3425 SH SOLE 3425 0 0 CISCO SYS INC COM 17275R102 1230827 20791 SH SOLE 20791 0 0 ADOBE INC COM 00724F101 1225538 2756 SH SOLE 2756 0 0 SHERWIN WILLIAMS CO COM 824348106 1194514 3514 SH SOLE 3514 0 0 ABBOTT LABS COM 002824100 1191161 10531 SH SOLE 10531 0 0 GARTNER INC COM 366651107 1166604 2408 SH SOLE 2408 0 0 ROCKWELL AUTOMATION INC COM 773903109 1129156 3951 SH SOLE 3951 0 0 PAYCOM SOFTWARE INC COM 70432V102 1094130 5338 SH SOLE 5338 0 0 MCDONALDS CORP COM 580135101 1089459 3758 SH SOLE 3758 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 1071230 17765 SH SOLE 17765 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 1062371 12565 SH SOLE 12565 0 0 COLGATE PALMOLIVE CO COM 194162103 1033283 11366 SH SOLE 11366 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1023282 8884 SH SOLE 8884 0 0 VANECK ETF TRUST PHARMACEUTCL ETF 92189F692 1021573 11840 SH SOLE 11840 0 0 SOUTHSTATE CORPORATION COM 840441109 1013204 10185 SH SOLE 10185 0 0 SEMPRA COM 816851109 1011587 11532 SH SOLE 11532 0 0 ISHARES TR US HOME CONS ETF 464288752 941471 9106 SH SOLE 9106 0 0 NORFOLK SOUTHN CORP COM 655844108 920493 3922 SH SOLE 3922 0 0 EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 301505707 905167 16089 SH SOLE 16089 0 0 PROLOGIS INC. COM 74340W103 891685 8436 SH SOLE 8436 0 0 ILLINOIS TOOL WKS INC COM 452308109 889742 3509 SH SOLE 3509 0 0 KKR & CO INC COM 48251W104 888939 6010 SH SOLE 6010 0 0 MOODYS CORP COM 615369105 875310 1849 SH SOLE 1849 0 0 AMETEK INC COM 031100100 874622 4852 SH SOLE 4852 0 0 MODINE MFG CO COM 607828100 827856 7141 SH SOLE 7141 0 0 TEXAS INSTRS INC COM 882508104 824669 4398 SH SOLE 4398 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 823923 3748 SH SOLE 3748 0 0 METLIFE INC COM 59156R108 787931 9623 SH SOLE 9623 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 784130 2123 SH SOLE 2123 0 0 ISHARES TR RUS MID CAP ETF 464287499 782782 8855 SH SOLE 8855 0 0 UNITED RENTALS INC COM 911363109 760845 1080 SH SOLE 1080 0 0 BANK AMERICA CORP COM 060505104 733482 16689 SH SOLE 16689 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 721229 7995 SH SOLE 7995 0 0 APPLOVIN CORP COM CL A 03831W108 719550 2222 SH SOLE 2222 0 0 COMCAST CORP NEW CL A 20030N101 715134 19055 SH SOLE 19055 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 680920 1 SH SOLE 1 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 672112 16807 SH SOLE 16807 0 0 RTX CORPORATION COM 75513E101 641089 5540 SH SOLE 5540 0 0 PAYCHEX INC COM 704326107 635197 4530 SH SOLE 4530 0 0 INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 46138G631 633756 20523 SH SOLE 20523 0 0 STARBUCKS CORP COM 855244109 632910 6936 SH SOLE 6936 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 630733 8920 SH SOLE 8920 0 0 ANALOG DEVICES INC COM 032654105 618046 2909 SH SOLE 2909 0 0 ROYAL BK CDA COM 780087102 617373 5123 SH SOLE 5123 0 0 APPLIED MATLS INC COM 038222105 610868 3756 SH SOLE 3756 0 0 MARSH & MCLENNAN COS INC COM 571748102 596447 2808 SH SOLE 2808 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 596078 1142 SH SOLE 1142 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 594877 1691 SH SOLE 1691 0 0 CATERPILLAR INC COM 149123101 576788 1590 SH SOLE 1590 0 0 QUALCOMM INC COM 747525103 564554 3675 SH SOLE 3675 0 0 EMERSON ELEC CO COM 291011104 564129 4552 SH SOLE 4552 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 563282 8252 SH SOLE 8252 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 537308 1854 SH SOLE 1854 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 533239 6338 SH SOLE 6338 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 532368 2098 SH SOLE 2098 0 0 CONSTELLATION BRANDS INC CL A 21036P108 531717 2406 SH SOLE 2406 0 0 FREEPORT-MCMORAN INC CL B 35671D857 529045 13893 SH SOLE 13893 0 0 GARMIN LTD SHS H2906T109 520188 2522 SH SOLE 2522 0 0 MEDTRONIC PLC SHS G5960L103 513161 6424 SH SOLE 6424 0 0 NUCOR CORP COM 670346105 495434 4245 SH SOLE 4245 0 0 MONDELEZ INTL INC CL A 609207105 471688 7897 SH SOLE 7897 0 0 HUNTINGTON BANCSHARES INC COM 446150104 469438 28853 SH SOLE 28853 0 0 CHENIERE ENERGY INC COM NEW 16411R208 444351 2068 SH SOLE 2068 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 439613 707 SH SOLE 707 0 0 BLACKSTONE INC COM 09260D107 437774 2539 SH SOLE 2539 0 0 KIMBERLY-CLARK CORP COM 494368103 435315 3322 SH SOLE 3322 0 0 COCA COLA CO COM 191216100 435197 6990 SH SOLE 6990 0 0 CONSTELLATION ENERGY CORP COM 21037T109 425720 1903 SH SOLE 1903 0 0 T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 421100 10000 SH SOLE 10000 0 0 BRINKER INTL INC COM 109641100 405733 3067 SH SOLE 3067 0 0 EXTRA SPACE STORAGE INC COM 30225T102 403920 2700 SH SOLE 2700 0 0 REPUBLIC SVCS INC COM 760759100 403768 2007 SH SOLE 2007 0 0 SALESFORCE INC COM 79466L302 401562 1201 SH SOLE 1201 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 396194 5040 SH SOLE 5040 0 0 PNC FINL SVCS GROUP INC COM 693475105 395343 2050 SH SOLE 2050 0 0 CELESTICA INC COM 15101Q207 389968 4225 SH SOLE 4225 0 0 ALLSTATE CORP COM 020002101 386158 2003 SH SOLE 2003 0 0 ECOLAB INC COM 278865100 382879 1634 SH SOLE 1634 0 0 AON PLC SHS CL A G0403H108 377836 1052 SH SOLE 1052 0 0 AFLAC INC COM 001055102 375591 3631 SH SOLE 3631 0 0 WORKDAY INC CL A 98138H101 361758 1402 SH SOLE 1402 0 0 NETFLIX INC COM 64110L106 356528 400 SH SOLE 400 0 0 QUANTA SVCS INC COM 74762E102 341334 1080 SH SOLE 1080 0 0 NIKE INC CL B 654106103 332749 4397 SH SOLE 4397 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 332545 1505 SH SOLE 1505 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 330706 5847 SH SOLE 5847 0 0 TEMPUR SEALY INTL INC COM 88023U101 329766 5817 SH SOLE 5817 0 0 CHUBB LIMITED COM H1467J104 327692 1186 SH SOLE 1186 0 0 AUTOZONE INC COM 053332102 323402 101 SH SOLE 101 0 0 STERLING INFRASTRUCTURE INC COM 859241101 321908 1911 SH SOLE 1911 0 0 ISHARES TR S&P SML 600 GWT 464287887 316224 2336 SH SOLE 2336 0 0 DOVER CORP COM 260003108 311228 1659 SH SOLE 1659 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 295968 865 SH SOLE 865 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 288988 1561 SH SOLE 1561 0 0 BECTON DICKINSON & CO COM 075887109 284495 1254 SH SOLE 1254 0 0 AT&T INC COM 00206R102 276155 12128 SH SOLE 12128 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 273985 1080 SH SOLE 1080 0 0 CARLISLE COS INC COM 142339100 273679 742 SH SOLE 742 0 0 UBER TECHNOLOGIES INC COM 90353T100 268303 4448 SH SOLE 4448 0 0 DEERE & CO COM 244199105 262270 619 SH SOLE 619 0 0 PPG INDS INC COM 693506107 260759 2183 SH SOLE 2183 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 256595 1722 SH SOLE 1722 0 0 CROWN CASTLE INC COM 22822V101 253855 2797 SH SOLE 2797 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 251135 1906 SH SOLE 1906 0 0 VANGUARD WORLD FD FINANCIALS ETF 92204A405 251135 2127 SH SOLE 2127 0 0 PIPER SANDLER COMPANIES COM 724078100 247539 825 SH SOLE 825 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 246365 579 SH SOLE 579 0 0 BLUE BIRD CORP COM 095306106 243794 6311 SH SOLE 6311 0 0 ABERCROMBIE & FITCH CO CL A 002896207 240497 1609 SH SOLE 1609 0 0 WINGSTOP INC COM 974155103 239865 844 SH SOLE 844 0 0 E L F BEAUTY INC COM 26856L103 239424 1907 SH SOLE 1907 0 0 JUNIPER NETWORKS INC COM 48203R104 237695 6347 SH SOLE 6347 0 0 PARKER-HANNIFIN CORP COM 701094104 234695 369 SH SOLE 369 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 229440 4798 SH SOLE 4798 0 0 BROWN & BROWN INC COM 115236101 225872 2214 SH SOLE 2214 0 0 T-MOBILE US INC COM 872590104 222054 1006 SH SOLE 1006 0 0 TRUIST FINL CORP COM 89832Q109 220197 5076 SH SOLE 5076 0 0 SYNOVUS FINL CORP COM NEW 87161C501 219264 4280 SH SOLE 4280 0 0 ZETA GLOBAL HOLDINGS CORP CL A 98956A105 216132 12014 SH SOLE 12014 0 0 ISHARES TR CORE MSCI EAFE 46432F842 214776 3056 SH SOLE 3056 0 0 DIGITAL RLTY TR INC COM 253868103 212796 1200 SH SOLE 1200 0 0 WASTE MGMT INC DEL COM 94106L109 211880 1050 SH SOLE 1050 0 0 MANULIFE FINL CORP COM 56501R106 210763 6863 SH SOLE 6863 0 0 MCCORMICK & CO INC COM NON VTG 579780206 210727 2764 SH SOLE 2764 0 0 DISNEY WALT CO COM 254687106 210340 1889 SH SOLE 1889 0 0 MARVELL TECHNOLOGY INC COM 573874104 209551 1897 SH SOLE 1897 0 0 SHOPIFY INC CL A 82509L107 205961 1937 SH SOLE 1937 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 205815 685 SH SOLE 685 0 0 PHILIP MORRIS INTL INC COM 718172109 205437 1707 SH SOLE 1707 0 0 BIOGEN INC COM 09062X103 204607 1338 SH SOLE 1338 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 204238 850 SH SOLE 850 0 0 TOMPKINS FINL CORP COM 890110109 200438 2955 SH SOLE 2955 0 0 CHURCH & DWIGHT CO INC COM 171340102 200310 1913 SH SOLE 1913 0 0 COSTAMARE INC SHS Y1771G102 187352 14580 SH SOLE 14580 0 0 BLACKROCK ENHANCED GLOBAL DI COM 092501105 108023 10030 SH SOLE 10030 0 0 BLACKROCK ENHANCED EQUITY DI COM 09251A104 90575 10939 SH SOLE 10939 0 0