Blue Pointe Capital Management, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $154 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $10.7B, Vanguard Index Fds S&P 500 ETF with a value of $10.6B, Ishares Russell 1000 Gr ETF with a value of $8.63B, Ishares Msci Acwi ETF with a value of $7.14B, and Fidelity High Dividend ETF with a value of $6.41B.

Examining the 13F form we can see an increase of $5.27B in the current position value, from $149B to 154B.

Blue Pointe Capital Management, LLC is based out at San Mateo, CA

Below you can find more details about Blue Pointe Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $154 Billion
ETFs: $108 Billion
Technology: $25 Billion
Financial Services: $11.7 Billion
Consumer Cyclical: $4.06 Billion
Communication Services: $3.72 Billion
Real Estate: $514 Million
Consumer Defensive: $293 Million
Healthcare: $14.9 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $154 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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