Sunpointe, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $154 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $26.1B, Microsoft Corp with a value of $6.36B, Apple Inc. with a value of $6.11B, Nvidia Corp with a value of $5.66B, and Vanguard Index Fds S&P 500 ETF with a value of $5.3B.

Examining the 13F form we can see an increase of $63.8B in the current position value, from $90B to 154B.

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 $154 Billion
ETFs: $76.8 Billion
Technology: $27.5 Billion
Financial Services: $8.97 Billion
Healthcare: $8.44 Billion
Communication Services: $7.85 Billion
Consumer Cyclical: $7.62 Billion
Industrials: $5.1 Billion
Energy: $4.97 Billion
Other: $6.05 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $154 Billion
  • Prior Value $90 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 35 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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