Sunpointe, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $199 Billion distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Diversif with a value of $9.93B, Vanguard Total Stock Market Et with a value of $7.6B, Apple Inc. with a value of $7.04B, Berkshire Hathaway Inc with a value of $6.81B, and Nvidia Corp with a value of $6.74B.

Examining the 13F form we can see an increase of $77.3B in the current position value, from $122B to 199B.

Sunpointe, LLC is based out at St. Louis, MO

Below you can find more details about Sunpointe, LLC portfolio as well as his latest detailed transactions.

Portfolio value $199 Billion
ETFs: $82.2 Billion
Technology: $31.2 Billion
Financial Services: $19 Billion
Consumer Cyclical: $10.4 Billion
Industrials: $9.59 Billion
Healthcare: $9.58 Billion
Communication Services: $8.89 Billion
Consumer Defensive: $5.99 Billion
Other: $6.75 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $199 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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