Pointe Capital Management LLC Incresed Positions in Q1 2025

Pointe Capital Management LLC

  • $168 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
483
+ 3.37%
$243.19 - $288.14 $117K - $139K
14.8K $4.26M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.69K
+ 19.54%
$182.82 - $196.21 $674K - $724K
22.6K $4.25M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.61K
+ 4.07%
$77.7 - $78.94 $358K - $364K
118K $9.31M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.22K
+ 2.33%
$126.11 - $135.06 $280K - $300K
97.7K $12.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.37K
+ 9.65%
$74.85 - $84.89 $178K - $202K
27K $2.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.79K
+ 3.38%
$81.83 - $82.73 $228K - $231K
85.3K $7.06M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.12K
+ 13.6%
$95.85 - $99.25 $108K - $111K
9.38K $927K
BNDX
Vanguard Total International B

ETFs
2.72K
+ 6.32%
$48.33 - $49.5 $131K - $134K
45.7K $2.23M
JCI
Johnson Controls International PLC

Industrials
1.31K
+ 31.16%
$76.12 - $90.6 $99.5K - $118K
5.5K $440K
EPD
Enterprise Products Partners L.P.

Energy
82
+ 0.22%
$31.75 - $34.14 $2.6K - $2.8K
37.1K $1.27M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.36K
+ 4.71%
$38.99 - $40.37 $53.1K - $55K
30.3K $1.22M
EFV
Msci Eafe Value ETF

ETFs
760
+ 18.78%
$51.88 - $60.73 $39.4K - $46.2K
4.81K $283K
IWS
Ishares Russell Midcap Value E

ETFs
696
+ 8.52%
$122.59 - $135.24 $85.3K - $94.1K
8.86K $1.12M
DIS
Walt Disney CO

Communication Services
879
+ 25.51%
$96.87 - $114.0 $85.1K - $100K
4.33K $426K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
343
+ 4.39%
$91.45 - $91.75 $31.4K - $31.5K
8.15K $747K
ENFR
Alerian Energy Infrastructure

ETFs
58
+ 0.73%
$30.27 - $34.12 $1.76K - $1.98K
7.99K $261K
XLF
Financial Sector Spdr

ETFs
3
+ 0.04%
$47.32 - $52.19 $142 - $157
6.84K $340K
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.01%
$112.81 - $126.16 $113 - $126
9K $1.1M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
91
+ 0.4%
$9.83 - $10.34 $895 - $941
23K $229K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
4
+ 0.01%
$25.44 - $25.58 $102 - $102
33.6K $858K
Linde PLC Shs
415
+ 19.45%
N/A
2.55K $0
OKE
Oneok Inc

Energy
13
+ 0.17%
$89.57 - $109.85 $1.16K - $1.43K
7.8K $773K
ADI
Analog Devices Inc

Technology
34
+ 1.84%
$201.56 - $243.82 $6.85K - $8.29K
1.88K $379K
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.43%
$551.42 - $612.93 $2.76K - $3.06K
1.17K $653K
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.6%
$524.81 - $672.19 $5.25K - $6.72K
1.67K $912K
IWP
Ishares Russell Mid Cap Growth

ETFs
747
+ 5.27%
$114.9 - $139.6 $85.8K - $104K
14.9K $1.75M
IWN
Ishares Russell2000 Val ETF

ETFs
211
+ 2.81%
$149.27 - $169.4 $31.5K - $35.7K
7.71K $1.16M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
120
+ 3.61%
$254.58 - $302.92 $30.5K - $36.4K
3.44K $879K
IWM
Ishares Russell 2000 ETF

ETFs
179
+ 2.74%
$198.1 - $229.79 $35.5K - $41.1K
6.71K $1.34M
CRM
Salesforce, Inc.

Technology
54
+ 1.86%
$268.36 - $359.95 $14.5K - $19.4K
2.96K $795K
ORCL
Oracle Corp

Technology
215
+ 2.74%
$139.81 - $186.47 $30.1K - $40.1K
8.06K $1.13M
NVDA
Nvidia Corp

Technology
85
+ 0.9%
$106.98 - $149.43 $9.09K - $12.7K
9.51K $1.03M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.72K
+ 5.26%
$360.07 - $417.26 $619K - $718K
34.4K $12.4M
Activity Summary
Buys All Purchases 37 New Holdings 3 Increased Positions 34 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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