Shorepoint Capital Partners LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-03-31 to 2025-09-30, Shorepoint Capital Partners LLC opened 0 positions, added to 7, reduced 10, sold out of 0 and left 0 unchanged. The largest increase in value was EVLN (+$3,082,649); the largest decrease was SCHD (-$535,786).
- EVLN: Country of operation —; Class EATON VANCE FLTG; Shares 2025-03-31 342,739; Shares 2025-09-30 403,284.
- SCHG: Country of operation —; Class US LCAP GR ETF; Shares 2025-03-31 329,372; Shares 2025-09-30 343,080.
- FBND: Country of operation —; Class TOTAL BD ETF; Shares 2025-03-31 712,528; Shares 2025-09-30 738,826.
- JMUB: Country of operation —; Class MUNICIPAL ETF; Shares 2025-03-31 123,775; Shares 2025-09-30 140,638.
Two Form 13F-HR filings compared (SEC CIK 1759476): 2025-03-31 (filed 2025-05-13) and 2025-09-30 (filed 2025-10-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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