0001759476-20-000003.txt : 20200514
0001759476-20-000003.hdr.sgml : 20200514
20200514131512
ACCESSION NUMBER: 0001759476-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200514
DATE AS OF CHANGE: 20200514
EFFECTIVENESS DATE: 20200514
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Shorepoint Capital Partners LLC
CENTRAL INDEX KEY: 0001759476
IRS NUMBER: 271108488
STATE OF INCORPORATION: MA
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19466
FILM NUMBER: 20876674
BUSINESS ADDRESS:
STREET 1: 220 NORWOOD PARK SOUTH
CITY: NORWOOD
STATE: MA
ZIP: 02062
BUSINESS PHONE: 7813417250
MAIL ADDRESS:
STREET 1: 220 NORWOOD PARK SOUTH
CITY: NORWOOD
STATE: MA
ZIP: 02062
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001759476
XXXXXXXX
03-31-2020
03-31-2020
Shorepoint Capital Partners LLC
220 NORWOOD PARK SOUTH
NORWOOD
MA
02062
13F HOLDINGS REPORT
028-19466
N
Kevin Raposo
Research Analyst
5083358556
Kevin Francis Raposo
Auburndale
MA
05-14-2020
0
77
124668
false
INFORMATION TABLE
2
shorepoint13f-2020q1.xml
ABBOTT LABS
COM
002824100
2821
35754
SH
SOLE
0
0
35754
ABBVIE INC
COM
00287Y109
6868
90147
SH
SOLE
0
0
90147
ADOBE INC
COM
00724F101
769
2416
SH
SOLE
0
0
2416
AES CORP
COM
00130H105
1028
75563
SH
SOLE
0
0
75563
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
740
3803
SH
SOLE
0
0
3803
ALPHABET INC
CAP STK CL A
02079K305
1279
1100
SH
SOLE
0
0
1100
AMAZON COM INC
COM
023135106
895
459
SH
SOLE
0
0
459
APPLE INC
COM
037833100
3970
15614
SH
SOLE
0
0
15614
ARCH CAP GROUP LTD
ORD
G0450A105
631
22169
SH
SOLE
0
0
22169
AUTODESK INC
COM
052769106
386
2473
SH
SOLE
0
0
2473
BIOGEN INC
COM
09062X103
886
2801
SH
SOLE
0
0
2801
BK OF AMERICA CORP
COM
060505104
1145
53937
SH
SOLE
0
0
53937
BRISTOL-MYERS SQUIBB CO
COM
110122108
1873
33610
SH
SOLE
0
0
33610
BROADCOM INC
COM
11135F101
2606
10990
SH
SOLE
0
0
10990
CALAMOS CONV OPP AND INC FD
SH BEN INT
128117108
125
15000
SH
SOLE
0
0
15000
CARNIVAL CORP
UNIT 99/99/9999
143658300
2169
164713
SH
SOLE
0
0
164713
CHEVRON CORP NEW
COM
166764100
1199
16547
SH
SOLE
0
0
16547
CISCO SYS INC
COM
17275R102
2147
54616
SH
SOLE
0
0
54616
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
888
19107
SH
SOLE
0
0
19107
COMCAST CORP NEW
CL A
20030N101
2122
61720
SH
SOLE
0
0
61720
CVS HEALTH CORP
COM
126650100
4149
69932
SH
SOLE
0
0
69932
DIGITAL RLTY TR INC
COM
253868103
2064
14861
SH
SOLE
0
0
14861
DISCOVERY INC
COM SER C
25470F302
513
29270
SH
SOLE
0
0
29270
DOMINION ENERGY INC
COM
25746U109
2094
29003
SH
SOLE
0
0
29003
EATON CORP PLC
SHS
G29183103
1914
24640
SH
SOLE
0
0
24640
EATON VANCE FLTING RATE INC
COM
278279104
948
92500
SH
SOLE
0
0
92500
EQUINIX INC
COM
29444U700
498
798
SH
SOLE
0
0
798
FISERV INC
COM
337738108
656
6910
SH
SOLE
0
0
6910
HONEYWELL INTL INC
COM
438516106
475
3553
SH
SOLE
0
0
3553
INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
46137V332
223
1180
SH
SOLE
0
0
1180
INVESCO EXCHANGE-TRADED FD T
PFD ETF
46138E511
227
17261
SH
SOLE
0
0
17261
JOHNSON & JOHNSON
COM
478160104
4037
30788
SH
SOLE
0
0
30788
JOHNSON CTLS INTL PLC
SHS
G51502105
1166
43252
SH
SOLE
0
0
43252
JPMORGAN CHASE & CO
COM
46625H100
3273
36350
SH
SOLE
0
0
36350
KIMBERLY CLARK CORP
COM
494368103
246
1925
SH
SOLE
0
0
1925
KINDER MORGAN INC DEL
COM
49456B101
1518
109069
SH
SOLE
0
0
109069
KRAFT HEINZ CO
COM
500754106
1368
55275
SH
SOLE
0
0
55275
L3HARRIS TECHNOLOGIES INC
COM
502431109
679
3768
SH
SOLE
0
0
3768
LOCKHEED MARTIN CORP
COM
539830109
921
2719
SH
SOLE
0
0
2719
LOWES COS INC
COM
548661107
628
7301
SH
SOLE
0
0
7301
MCDONALDS CORP
COM
580135101
2294
13873
SH
SOLE
0
0
13873
MEDTRONIC PLC
SHS
G5960L103
1372
15214
SH
SOLE
0
0
15214
MERCK & CO. INC
COM
58933Y105
2497
32449
SH
SOLE
0
0
32449
MICROSOFT CORP
COM
594918104
2249
14258
SH
SOLE
0
0
14258
MONDELEZ INTL INC
CL A
609207105
321
6403
SH
SOLE
0
0
6403
NORFOLK SOUTHERN CORP
COM
655844108
310
2125
SH
SOLE
0
0
2125
NOVARTIS A G
SPONSORED ADR
66987V109
2052
24891
SH
SOLE
0
0
24891
OCCIDENTAL PETE CORP
COM
674599105
833
71962
SH
SOLE
0
0
71962
PEPSICO INC
COM
713448108
2857
23791
SH
SOLE
0
0
23791
PFIZER INC
COM
717081103
698
21395
SH
SOLE
0
0
21395
PHILLIPS 66
COM
718546104
1919
35768
SH
SOLE
0
0
35768
PIMCO STRATEGIC INCOME FD
COM
72200X104
121
20000
SH
SOLE
0
0
20000
PNC FINL SVCS GROUP INC
COM
693475105
2450
25591
SH
SOLE
0
0
25591
PPL CORP
COM
69351T106
1423
57663
SH
SOLE
0
0
57663
PROCTER & GAMBLE CO
COM
742718109
212
1928
SH
SOLE
0
0
1928
QUALCOMM INC
COM
747525103
2807
41497
SH
SOLE
0
0
41497
RAYTHEON CO
COM NEW
755111507
639
4874
SH
SOLE
0
0
4874
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
727
12031
SH
SOLE
0
0
12031
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
5356
67246
SH
SOLE
0
0
67246
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
7570
168296
SH
SOLE
0
0
168296
SMUCKER J M CO
COM NEW
832696405
1940
17475
SH
SOLE
0
0
17475
SOUTHERN CO
COM
842587107
244
4500
SH
SOLE
0
0
4500
STRYKER CORP
COM
863667101
724
4346
SH
SOLE
0
0
4346
TAPESTRY INC
COM
876030107
1032
79729
SH
SOLE
0
0
79729
THERMO FISHER SCIENTIFIC INC
COM
883556102
1357
4784
SH
SOLE
0
0
4784
TRANE TECHNOLOGIES PLC
SHS
G8994E103
1408
17044
SH
SOLE
0
0
17044
TRAVELERS COMPANIES INC
COM
89417E109
1289
12973
SH
SOLE
0
0
12973
US BANCORP DEL
COM NEW
902973304
1571
45606
SH
SOLE
0
0
45606
V F CORP
COM
918204108
2408
44519
SH
SOLE
0
0
44519
VANGUARD INDEX FDS
MID CAP ETF
922908629
2301
17475
SH
SOLE
0
0
17475
VANGUARD INDEX FDS
SMALL CP ETF
922908751
2971
25733
SH
SOLE
0
0
25733
VENTAS INC
COM
92276F100
1183
44128
SH
SOLE
0
0
44128
VERIZON COMMUNICATIONS INC
COM
92343V104
2635
49045
SH
SOLE
0
0
49045
VISA INC
COM CL A
92826C839
1214
7533
SH
SOLE
0
0
7533
WEC ENERGY GROUP INC
COM
92939U106
396
4490
SH
SOLE
0
0
4490
WELLS FARGO INCOME OPPORTUNI
WF INC OPPTY FD
94987B105
574
90000
SH
SOLE
0
0
90000
ZOETIS INC
CL A
98978V103
570
4847
SH
SOLE
0
0
4847