Sunpointe, LLC Incresed Positions in Q4 2024

Sunpointe, LLC

  • $199 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TAXF
American Centy ETF Tr Diversif

ETFs
184K
+ 1317.56%
$49.94 - $51.44 $9.19M - $9.47M
198K $9.93B
ESGA
American Centy ETF Tr Sustaina

Technology
67.1K
+ 654.76%
$68.91 - $73.51 $4.62M - $4.93M
77.3K $5.46B
FDG
American Centy ETF Tr Focused

ETFs
44.8K
+ 996.46%
$91.61 - $109.13 $4.1M - $4.89M
49.3K $5.12B
MID
American Centy ETF Tr Mid Cap

Technology
70K
+ 1191.89%
$59.66 - $65.17 $4.18M - $4.56M
75.9K $4.58B
FLV
American Centy ETF Tr Focused

ETFs
45.6K
+ 862.28%
$66.11 - $71.93 $3.02M - $3.28M
50.9K $3.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.28K
+ 80.47%
$521.84 - $558.82 $2.76M - $2.95M
11.8K $6.38B
AVMU
American Centy ETF Travantis C

ETFs
56.9K
+ 1097.67%
$45.75 - $46.94 $2.6M - $2.67M
62.1K $2.87B
VTI
Vanguard Total Stock Market Et

ETFs
7.12K
+ 37.24%
$280.04 - $302.45 $1.99M - $2.15M
26.2K $7.6B
PG
Procter & Gamble CO

Consumer Defensive
10.8K
+ 392.54%
$161.05 - $179.7 $1.75M - $1.95M
13.6K $2.28B
VIG
Vanguard Dividend Appreciation

ETFs
8.1K
+ 134.43%
N/A
14.1K $2.77B
CAT
Caterpillar Inc

Industrials
4.18K
+ 489.57%
$360.37 - $416.88 $1.5M - $1.74M
5.03K $1.82B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
35.9K
+ 40.88%
$39.5 - $41.38 $1.42M - $1.48M
124K $4.97B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
19.2K
+ 87.36%
$53.94 - $58.15 $1.04M - $1.12M
41.3K $2.35B
JEPI
J P Morgan Exchange Traded Fd

ETFs
18.2K
+ 72.48%
$57.53 - $60.83 $1.05M - $1.11M
43.3K $2.51B
NVDA
Nvidia Corp

Technology
2.29K
+ 4.78%
$117.0 - $148.88 $268K - $341K
50.2K $6.74B
AMZN
Amazon Com Inc

Consumer Cyclical
932
+ 4.38%
$180.88 - $232.93 $169K - $217K
22.2K $4.87B
VONG
Vanguard Russell 1000 Growth E

ETFs
6.88K
+ 49.1%
$95.27 - $107.82 $655K - $742K
20.9K $2.16B
AVGO
Broadcom Inc.

Technology
1.09K
+ 15.73%
$159.67 - $250.0 $174K - $272K
8K $1.86B
AAPL
Apple Inc.

Technology
568
+ 2.06%
$221.69 - $259.02 $126K - $147K
28.1K $7.04B
TSLA
Tesla, Inc.

Consumer Cyclical
437
+ 14.36%
$213.65 - $479.86 $93.4K - $210K
3.48K $1.41B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.48K
+ 39.4%
$61.68 - $67.87 $461K - $508K
26.5K $1.65B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
37.9K
+ 246.13%
$12.12 - $13.1 $460K - $497K
53.3K $649M
GOOGL
Alphabet Inc.

Communication Services
349
+ 2.17%
$161.86 - $196.66 $56.5K - $68.6K
16.5K $3.12B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
960
+ 14.46%
$172.07 - $207.36 $165K - $199K
7.6K $1.51B
GOOG
Alphabet Inc.

Communication Services
681
+ 8.77%
$163.08 - $198.16 $111K - $135K
8.45K $1.61B
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
4.01K
+ 37.17%
$70.12 - $75.48 $281K - $303K
14.8K $1.04B
CSCO
Cisco Systems, Inc.

Technology
3.61K
+ 66.17%
$52.45 - $60.02 $190K - $217K
9.08K $537M
V
Visa Inc.

Financial Services
154
+ 3.77%
$273.87 - $320.91 $42.2K - $49.4K
4.24K $1.34B
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 0.17%
$205.18 - $250.29 $2.46K - $3K
7.26K $1.74B
META
Meta Platforms, Inc.

Communication Services
236
+ 8.78%
$554.08 - $632.68 $131K - $149K
2.93K $1.71B
WMT
Walmart Inc.

Consumer Defensive
39
+ 0.23%
$79.1 - $95.7 $3.08K - $3.73K
17.1K $1.54B
BAC
Bank Of America Corp

Financial Services
2.45K
+ 20.29%
$39.22 - $47.77 $96.2K - $117K
14.5K $639M
IWF
Ishares Russell 1000 Gr ETF

ETFs
227
+ 14.06%
$370.24 - $418.94 $84K - $95.1K
1.84K $740M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
324
+ 14.25%
$442.29 - $483.08 $143K - $157K
2.6K $1.18B
WFC
Wells Fargo & Company

Financial Services
1.15K
+ 31.87%
$54.98 - $77.35 $63.2K - $89K
4.76K $334M
COST
Costco Wholesale Corp

Consumer Defensive
118
+ 16.74%
$873.59 - $994.69 $103K - $117K
823 $754M
CRWD
Crowd Strike Holdings, Inc.

Technology
172
+ 15.21%
$275.15 - $388.2 $47.3K - $66.8K
1.3K $446M
NFLX
Netflix Inc

Communication Services
2
+ 0.3%
$687.65 - $936.56 $1.38K - $1.87K
669 $596M
XOM
Exxon Mobil Corp

Energy
1.81K
+ 23.44%
$105.51 - $125.37 $191K - $227K
9.55K $1.03B
CRM
Salesforce, Inc.

Technology
43
+ 2.54%
$270.87 - $367.87 $11.6K - $15.8K
1.74K $582M
Bitwise Bitcoin ETF Tr
15
+ 0.22%
N/A
6.98K $355M
ABBV
Abb Vie Inc.

Healthcare
1.01K
+ 29.9%
$164.99 - $203.87 $167K - $207K
4.4K $782M
DIS
Walt Disney CO

Communication Services
309
+ 6.49%
$92.39 - $117.6 $28.5K - $36.3K
5.07K $567M
CCJ
Cameco Corp

Energy
950
+ 6.32%
$48.64 - $61.14 $46.2K - $58.1K
16K $822M
VNQ
Vanguard Specialized Funds Van

ETFs
1.48K
+ 42.79%
$87.85 - $98.6 $130K - $146K
4.95K $441M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.85K
+ 42.28%
$44.04 - $49.49 $125K - $141K
9.58K $422M
GM
General Motors CO

Consumer Cyclical
957
+ 20.65%
$44.82 - $60.2 $42.9K - $57.6K
5.59K $298M
BMY
Bristol Myers Squibb CO

Healthcare
1.04K
+ 19.41%
$51.92 - $59.94 $54K - $62.3K
6.4K $362M
SAP
Sap Se

Technology
181
+ 8.22%
$218.13 - $255.54 $39.5K - $46.3K
2.38K $587M
Activity Summary
Buys All Purchases 152 New Holdings 45 Increased Positions 107 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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