0001759476-23-000001.txt : 20230214
0001759476-23-000001.hdr.sgml : 20230214
20230214113322
ACCESSION NUMBER: 0001759476-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230214
DATE AS OF CHANGE: 20230214
EFFECTIVENESS DATE: 20230214
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: 23624830
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
X0202
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0001759476
XXXXXXXX
12-31-2022
12-31-2022
Shorepoint Capital Partners LLC
220 NORWOOD PARK SOUTH
NORWOOD
MA
02062
13F HOLDINGS REPORT
028-19466
N
Kevin Raposo
Research Analyst
7813417250
Kevin Raposo
Norwood
MA
02-14-2023
0
138
360178796
false
INFORMATION TABLE
2
shorepoint13f-2022q4.xml
ABBOTT LABS
COM
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ABBVIE INC
COM
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ACTIVISION BLIZZARD INC
COM
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11497
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ADOBE SYSTEMS INCORPORATED
COM
00724F101
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3591
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AES CORP
COM
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AGNICO EAGLE MINES LTD
COM
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29734
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ALBEMARLE CORP
COM
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3615
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SOLE
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ALPHABET INC
CAP STK CL C
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23205
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ALPHABET INC
CAP STK CL A
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31901
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SOLE
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31901
AMAZON COM INC
COM
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17742
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SOLE
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AMERICAN TOWER CORP NEW
COM
03027X100
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7588
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APPLE INC
COM
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ARISTA NETWORKS INC
COM
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AUTOMATIC DATA PROCESSING IN
COM
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1145
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AUTOZONE INC
COM
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BANK AMERICA CORP
COM
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BCE INC
COM NEW
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BERKSHIRE HATHAWAY INC DEL
CL A
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BRISTOL-MYERS SQUIBB CO
COM
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BROADCOM INC
COM
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CARDINAL HEALTH INC
COM
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CATERPILLAR INC
COM
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CHENIERE ENERGY INC
COM NEW
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CHEVRON CORP NEW
COM
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44925
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CHUBB LIMITED
COM
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CISCO SYS INC
COM
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COGNIZANT TECHNOLOGY SOLUTIO
CL A
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COLGATE PALMOLIVE CO
COM
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COMCAST CORP NEW
CL A
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120575
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CONSOLIDATED EDISON INC
COM
209115104
300
3149
SH
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0
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3149
COSTCO WHSL CORP NEW
COM
22160K105
3302
7234
SH
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CSX CORP
COM
126408103
500
16150
SH
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16150
CVS HEALTH CORP
COM
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58322
SH
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DEERE & CO
COM
244199105
1556
3628
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3628
DIAGEO PLC
SPON ADR NEW
25243Q205
1109
6224
SH
SOLE
0
0
6224
DIAMONDBACK ENERGY INC
COM
25278X109
1397
10215
SH
SOLE
0
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DIGITAL RLTY TR INC
COM
253868103
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22439
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DISNEY WALT CO
COM
254687106
1901
21881
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EATON CORP PLC
SHS
G29183103
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21958
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EDWARDS LIFESCIENCES CORP
COM
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ELEVANCE HEALTH INC
COM
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635
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635
ENTERPRISE PRODS PARTNERS L
COM
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34494
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EQUIFAX INC
COM
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4800
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EXXON MOBIL CORP
COM
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11921
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FIFTH THIRD BANCORP
COM
316773100
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SENIOR LN FD
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FIRST WATCH RESTAURANT GROUP
COM
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FISERV INC
COM
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SH
SOLE
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FRANKLIN BSP RLTY TR INC
COMMON STOCK
35243J101
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GENERAL DYNAMICS CORP
COM
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900
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GLOBAL PMTS INC
COM
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HALLIBURTON CO
COM
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HOME DEPOT INC
COM
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HONEYWELL INTL INC
COM
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HUMANA INC
COM
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INDEPENDENT BK CORP MASS
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL HLT
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ISHARES TR
MSCI EAFE ETF
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CORE S&P TTL STK
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J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
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J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
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JOHNSON & JOHNSON
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JPMORGAN CHASE & CO
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KEURIG DR PEPPER INC
COM
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KINDER MORGAN INC DEL
COM
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KRAFT HEINZ CO
COM
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L3HARRIS TECHNOLOGIES INC
COM
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LABORATORY CORP AMER HLDGS
COM NEW
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LAM RESEARCH CORP
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LOWES COS INC
COM
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LYONDELLBASELL INDUSTRIES N
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MASTERCARD INCORPORATED
CL A
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SOLE
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MCDONALDS CORP
COM
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MEDTRONIC PLC
SHS
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MERCK & CO INC
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META PLATFORMS INC
CL A
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MICROSOFT CORP
COM
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MODERNA INC
COM
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MONDELEZ INTL INC
CL A
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NEXTERA ENERGY INC
COM
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NIKE INC
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NORFOLK SOUTHN CORP
COM
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NORTHROP GRUMMAN CORP
COM
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ADR
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NRG ENERGY INC
COM NEW
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COM
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ORACLE CORP
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PALO ALTO NETWORKS INC
COM
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PEPSICO INC
COM
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PFIZER INC
COM
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PHILLIPS 66
COM
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PIONEER NAT RES CO
COM
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PNC FINL SVCS GROUP INC
COM
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PROCTER AND GAMBLE CO
COM
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QUALCOMM INC
COM
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READY CAPITAL CORP
COM
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RPM INTL INC
COM
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SALESFORCE INC
COM
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US BRD MKT ETF
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
US DIVIDEND EQ
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SHERWIN WILLIAMS CO
COM
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SH
SOLE
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SMUCKER J M CO
COM NEW
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SOLE
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SOUTHERN CO
COM
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SPDR GOLD TR
GOLD SHS
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SPDR SER TR
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STATE STR CORP
COM
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STRYKER CORPORATION
COM
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SYSCO CORP
COM
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TARGET CORP
COM
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TERADYNE INC
COM
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TESLA INC
COM
88160R101
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THERMO FISHER SCIENTIFIC INC
COM
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TJX COS INC NEW
COM
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69628
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TRANE TECHNOLOGIES PLC
SHS
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TRAVELERS COMPANIES INC
COM
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TRIMBLE INC
COM
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TRUIST FINL CORP
COM
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UNILEVER PLC
SPON ADR NEW
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6741
UNION PAC CORP
COM
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UNITED PARCEL SERVICE INC
CL B
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UNITEDHEALTH GROUP INC
COM
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COM NEW
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V F CORP
COM
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VANGUARD INDEX FDS
LARGE CAP ETF
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VANGUARD INDEX FDS
MID CAP ETF
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VANGUARD INDEX FDS
SMALL CP ETF
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VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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VENTAS INC
COM
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VERIZON COMMUNICATIONS INC
COM
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VERTEX PHARMACEUTICALS INC
COM
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VIATRIS INC
COM
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VISA INC
COM CL A
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WARNER BROS DISCOVERY INC
COM SER A
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WEC ENERGY GROUP INC
COM
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ZOETIS INC
CL A
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6698
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