Pointe Capital Management LLC Purchases in Q2 2025

Pointe Capital Management LLC

  • $189 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TTD
Trade Desk, Inc.

Technology
115K
New
$45.27 - $79.4 $5.19M - $9.09M
115K $8.25M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.3K
+ 3.79%
$320.42 - $424.58 $418K - $554K
35.7K $15.2M
MSFT
Microsoft Corp

Technology
305
+ 3.39%
$354.56 - $497.45 $108K - $152K
9.31K $4.63M
AAPL
Apple Inc.

Technology
6.81K
+ 43.43%
$172.42 - $223.89 $1.17M - $1.52M
22.5K $4.61M
ORCL
Oracle Corp

Technology
20
+ 0.25%
$122.82 - $218.63 $2.46K - $4.37K
8.08K $1.77M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.24K
+ 9.9%
$166.82 - $194.23 $373K - $434K
24.8K $4.82M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.09K
+ 1.11%
$114.78 - $133.31 $125K - $145K
98.8K $13.2M
NVDA
Nvidia Corp

Technology
321
+ 3.38%
$94.31 - $157.99 $30.3K - $50.7K
9.83K $1.55M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.47K
+ 9.87%
$104.34 - $138.68 $154K - $204K
16.4K $2.27M
META
Meta Platforms, Inc.

Communication Services
6
+ 0.24%
$484.66 - $738.09 $2.91K - $4.43K
2.47K $1.82M
AMZN
Amazon Com Inc

Consumer Cyclical
114
+ 1.06%
$167.32 - $223.3 $19.1K - $25.5K
10.9K $2.38M
GOOG
Alphabet Inc.

Communication Services
588
+ 5.9%
$146.58 - $180.01 $86.2K - $106K
10.6K $1.87M
GLD
Spdr Gold Trust

ETFs
179
+ 1.21%
$273.71 - $316.29 $49K - $56.6K
15K $4.57M
GS
Goldman Sachs Group Inc

Financial Services
9
+ 0.54%
$462.22 - $707.75 $4.16K - $6.37K
1.68K $1.19M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
549
+ 15.95%
$224.16 - $285.86 $123K - $157K
3.99K $1.14M
IWS
Ishares Russell Midcap Value E

ETFs
1.53K
+ 17.31%
$110.58 - $132.14 $170K - $203K
10.4K $1.37M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.39K
+ 2.02%
$77.94 - $79.5 $186K - $190K
120K $9.57M
JCI
Johnson Controls International PLC

Industrials
1.03K
+ 18.65%
$71.14 - $105.62 $73K - $108K
6.53K $689K
EFA
Ishares Tr Msci Eafe ETF

ETFs
346
+ 1.28%
$72.96 - $90.39 $25.2K - $31.3K
27.3K $2.44M
RTX
Raytheon Technologies Corp

Industrials
47
+ 0.28%
$113.75 - $148.48 $5.35K - $6.98K
16.9K $2.47M
AXP
American Express CO

Financial Services
699
New
$231.39 - $318.98 $162K - $223K
699 $222K
TSLA
Tesla, Inc.

Consumer Cyclical
657
New
$221.86 - $362.89 $146K - $238K
657 $208K
USB
Us Bancorp \De\

Financial Services
4.57K
New
$36.4 - $45.76 $166K - $209K
4.57K $206K
IWN
Ishares Russell2000 Val ETF

ETFs
955
+ 12.38%
$131.84 - $157.76 $126K - $151K
8.67K $1.37M
EFG
Msci Eafe Growth ETF

ETFs
1.3K
+ 55.47%
$89.8 - $112.0 $117K - $145K
3.64K $407K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
440
+ 0.32%
$12.25 - $15.47 $5.39K - $6.81K
137K $2.12M
IWM
Ishares Russell 2000 ETF

ETFs
260
+ 3.88%
$174.82 - $215.79 $45.5K - $56.1K
6.97K $1.5M
EFV
Msci Eafe Value ETF

ETFs
2.19K
+ 45.51%
$52.4 - $64.65 $115K - $141K
6.99K $443K
GOOGL
Alphabet Inc.

Communication Services
41
+ 0.6%
$144.7 - $178.6 $5.93K - $7.32K
6.87K $1.21M
CSCO
Cisco Systems, Inc.

Technology
51
+ 0.26%
$53.19 - $69.38 $2.71K - $3.54K
19.5K $1.35M
BA
Boeing CO

Industrials
51
+ 1.51%
$136.59 - $217.51 $6.97K - $11.1K
3.44K $720K
WFC
Wells Fargo & Company

Financial Services
71
+ 0.57%
$60.98 - $80.12 $4.33K - $5.69K
12.5K $1M
IEMG
Ishares Inc

ETFs
1.94K
+ 2.17%
N/A
91.2K $4.89M
BAC
Bank Of America Corp

Financial Services
81
+ 0.47%
$34.39 - $47.46 $2.79K - $3.84K
17.5K $827K
SCHW
Schwab Charles Corp

Financial Services
138
+ 2.05%
$69.06 - $91.24 $9.53K - $12.6K
6.88K $628K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
527
+ 2.95%
$51.16 - $62.02 $27K - $32.7K
18.4K $1.14M
ADI
Analog Devices Inc

Technology
82
+ 4.35%
$164.6 - $238.02 $13.5K - $19.5K
1.97K $467K
HD
Home Depot, Inc.

Consumer Cyclical
150
+ 22.03%
$335.24 - $380.78 $50.3K - $57.1K
831 $304K
ICE
Intercontinental Exchange, Inc.

Financial Services
29
+ 0.66%
$151.62 - $183.47 $4.4K - $5.32K
4.4K $807K
CTVA
Corteva, Inc.

Basic Materials
3
+ 0.07%
$55.52 - $74.53 $167 - $224
4.45K $331K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
452
+ 4.82%
$96.84 - $99.46 $43.8K - $45K
9.83K $974K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
392
+ 0.46%
$82.21 - $83.12 $32.2K - $32.6K
85.7K $7.1M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
418
+ 0.61%
$7.81 - $9.04 $3.26K - $3.78K
68.6K $620K
NVS
Novartis Ag

Healthcare
24
+ 0.67%
$101.96 - $121.01 $2.45K - $2.9K
3.62K $438K
SRE
Sempra Energy

Utilities
82
+ 1.36%
$63.78 - $78.91 $5.23K - $6.47K
6.13K $464K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.04%
$25.48 - $31.98 $102 - $128
10.4K $333K
CRM
Salesforce, Inc.

Technology
63
+ 2.13%
$236.26 - $291.15 $14.9K - $18.3K
3.03K $825K
ABT
Abbott Laboratories

Healthcare
112
+ 2.92%
$123.95 - $138.08 $13.9K - $15.5K
3.94K $536K
MNST
Monster Beverage Corp

Consumer Defensive
35
+ 0.74%
$55.01 - $64.24 $1.93K - $2.25K
4.79K $300K
Activity Summary
Buys All Purchases 72 New Holdings 4 Increased Positions 68 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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