Sunpointe, LLC Sells in Q1 2025

Sunpointe, LLC

  • $188 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.04K
- 14.35%
$209.68 - $247.1 $846K - $998K
24.1K $5.35B
MSFT
Microsoft Corp

Technology
-2.41K
- 15.89%
$375.39 - $447.2 $905K - $1.08M
12.8K $4.79B
GOOGL
Alphabet Inc.

Communication Services
-4.02K
- 24.41%
$154.33 - $206.19 $620K - $828K
12.4K $1.92B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.41K
- 10.84%
$190.26 - $242.06 $458K - $583K
19.8K $3.77B
TAXF
American Centy ETF Tr Diversif

ETFs
-13K
- 6.57%
$49.19 - $50.86 $640K - $661K
185K $9.15B
AVGO
Broadcom Inc.

Technology
-647
- 8.08%
$167.43 - $244.7 $108K - $158K
7.36K $1.23B
TSLA
Tesla, Inc.

Consumer Cyclical
-131
- 3.76%
$222.15 - $428.22 $29.1K - $56.1K
3.35K $868M
ASML
Asml Holding Nv

Technology
-694
- 62.3%
$662.63 - $776.99 $460K - $539K
420 $278M
GOOG
Alphabet Inc.

Communication Services
-789
- 9.34%
$156.06 - $207.71 $123K - $164K
7.66K $1.2B
HD
Home Depot, Inc.

Consumer Cyclical
-877
- 30.35%
$347.25 - $424.87 $305K - $373K
2.01K $738M
MID
American Centy ETF Tr Mid Cap

Technology
-602
- 0.79%
$55.65 - $65.36 $33.5K - $39.3K
75.3K $4.26B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2
- 0.02%
$507.05 - $563.67 $1.01K - $1.13K
11.8K $6.09B
WMT
Walmart Inc.

Consumer Defensive
-2.78K
- 16.31%
$84.5 - $105.05 $235K - $292K
14.3K $1.26B
CAT
Caterpillar Inc

Industrials
-330
- 6.56%
$326.75 - $407.63 $108K - $135K
4.7K $1.55B
COST
Costco Wholesale Corp

Consumer Defensive
-285
- 34.63%
$890.62 - $1076.86 $254K - $307K
538 $509M
MCD
Mcdonalds Corp

Consumer Cyclical
-894
- 42.39%
$279.74 - $321.29 $250K - $287K
1.22K $379M
ADBE
Adobe Inc.

Technology
-378
- 37.2%
$377.84 - $464.11 $143K - $175K
638 $245M
ORCL
Oracle Corp

Technology
-181
- 3.18%
$139.81 - $186.47 $25.3K - $33.8K
5.52K $771M
CRM
Salesforce, Inc.

Technology
-225
- 12.95%
$268.36 - $359.95 $60.4K - $81K
1.51K $406M
AVSC
American Centy ETF Tr Avantis
-443
- 2.21%
$48.08 - $56.12 $21.3K - $24.9K
19.6K $949M
MRK
Merck & Co., Inc.

Healthcare
-986
- 29.89%
$83.01 - $101.02 $81.8K - $99.6K
2.31K $209M
MA
Mastercard Inc

Financial Services
-275
- 19.35%
$504.67 - $576.31 $139K - $158K
1.15K $628M
DAL
Delta Air Lines, Inc.

Industrials
-8
- 0.12%
$43.6 - $69.06 $349 - $552
6.88K $300M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.27K
- 25.71%
$85.55 - $94.34 $109K - $120K
3.68K $333M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-409
- 2.23%
$169.43 - $182.84 $69.3K - $74.8K
17.9K $3.1B
NOW
Service Now, Inc.

Technology
-23
- 7.23%
$783.83 - $1170.39 $18K - $26.9K
295 $235M
JPM
Jpmorgan Chase & CO

Financial Services
-575
- 7.92%
$225.19 - $279.95 $129K - $161K
6.69K $1.64B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-25
- 1.36%
$360.07 - $417.26 $9K - $10.4K
1.82K $656M
PG
Procter & Gamble CO

Consumer Defensive
-702
- 5.16%
$158.56 - $176.26 $111K - $124K
12.9K $2.2B
GS
Goldman Sachs Group Inc

Financial Services
-117
- 21.67%
$524.81 - $672.19 $61.4K - $78.6K
423 $231M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-11
- 18.33%
$4295.4 - $5141.88 $47.2K - $56.6K
49 $226M
ACN
Accenture PLC

Technology
-114
- 13.01%
$300.91 - $398.25 $34.3K - $45.4K
762 $238M
PEP
Pepsico Inc

Consumer Defensive
-411
- 18.09%
$142.64 - $156.42 $58.6K - $64.3K
1.86K $279M
WFC
Wells Fargo & Company

Financial Services
-1.07K
- 22.49%
$66.78 - $81.42 $71.5K - $87.1K
3.69K $265M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-122
- 2.3%
$102.49 - $119.96 $12.5K - $14.6K
5.18K $542M
BAC
Bank Of America Corp

Financial Services
-742
- 5.1%
$39.61 - $47.74 $29.4K - $35.4K
13.8K $576M
GM
General Motors CO

Consumer Cyclical
-437
- 7.82%
$45.22 - $54.92 $19.8K - $24K
5.15K $242M
MS
Morgan Stanley

Financial Services
-216
- 7.75%
$111.68 - $141.08 $24.1K - $30.5K
2.57K $300M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-49
- 2.3%
$168.84 - $202.89 $8.27K - $9.94K
2.09K $367M
Linde PLC
-137
- 23.66%
N/A
442 $206M
PH
Parker Hannifin Corp

Industrials
-1
- 0.08%
$591.65 - $707.05 $592 - $707
1.27K $770M
VEA
Vanguard Ftse Developed Market

ETFs
-1.12K
- 13.46%
$47.4 - $52.99 $52.9K - $59.1K
7.17K $364M
AXP
American Express CO

Financial Services
-13
- 1.33%
$255.39 - $325.87 $3.32K - $4.24K
964 $259M
VB
Vanguard Small Cap ETF

ETFs
-44
- 4.62%
$217.89 - $252.64 $9.59K - $11.1K
909 $201M
TRP
Tc Energy Corp

Energy
-597
- 11.36%
$44.29 - $49.27 $26.4K - $29.4K
4.66K $220M
SHOP
Shopify Inc.

Technology
-14
- 0.66%
$90.59 - $129.31 $1.27K - $1.81K
2.1K $201M
LLY
Eli Lilly & CO

Healthcare
-100
- 8.85%
$725.72 - $929.72 $72.6K - $93K
1.03K $850M
HAL
Halliburton CO

Energy
-151
- 1.59%
$24.15 - $29.9 $3.65K - $4.51K
9.32K $236M
TFC
Truist Financial Corp

Financial Services
-71
- 1.15%
$39.48 - $48.15 $2.8K - $3.42K
6.09K $251M
Activity Summary
Buys All Purchases 71 New Holdings 8 Increased Positions 63 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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