Sunpointe, LLC Purchases in Q3 2024

Sunpointe, LLC

  • $122 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
7.8K
+ 69.01%
$255.18 - $283.2 $1.99M - $2.21M
19.1K $5.43B
VONG
Vanguard Russell 1000 Growth E

ETFs
14K
New
$85.48 - $98.39 $1.2M - $1.38M
14K $1.35B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.37K
+ 22.96%
$85.84 - $85.84 $632K - $632K
39.5K $3.82B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
21.7K
+ 32.94%
$36.82 - $39.74 $800K - $864K
87.7K $3.49B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
21.9K
New
$41.02 - $46.01 $899K - $1.01M
21.9K $997M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.09K
+ 20.5%
$162.83 - $179.16 $503K - $554K
18.2K $3.26B
ESGA
American Centy ETF Tr Sustaina

Technology
10.2K
New
$63.64 - $70.3 $652K - $720K
10.2K $720M
TAXF
American Centy ETF Tr Diversif

ETFs
14K
New
$50.16 - $51.43 $701K - $718K
14K $718M
SPY
Spdr S&P 500 ETF Trust

ETFs
864
+ 49.91%
$517.38 - $573.86 $447K - $496K
2.6K $1.49B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.64K
+ 67.32%
$57.32 - $62.65 $438K - $479K
19K $1.18B
WMT
Walmart Inc.

Consumer Defensive
3.81K
+ 28.87%
$66.91 - $81.4 $255K - $310K
17K $1.37B
FDG
American Centy ETF Tr Focused

ETFs
4.49K
New
$80.48 - $93.32 $362K - $419K
4.49K $416M
USB
Us Bancorp \De\

Financial Services
8.01K
+ 119.92%
$39.04 - $47.23 $313K - $378K
14.7K $679M
FLV
American Centy ETF Tr Focused

ETFs
5.29K
New
$62.57 - $69.96 $331K - $370K
5.29K $370M
MID
American Centy ETF Tr Mid Cap

Technology
5.87K
New
$53.78 - $61.8 $316K - $363K
5.87K $360M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
4.22K
+ 64.3%
$64.0 - $72.54 $270K - $306K
10.8K $780M
MS
Morgan Stanley

Financial Services
2.76K
New
$92.07 - $106.96 $254K - $295K
2.76K $288M
PLD
Prologis, Inc.

Real Estate
2.19K
New
$111.95 - $132.43 $246K - $291K
2.19K $277M
TSLA
Tesla, Inc.

Consumer Cyclical
364
+ 13.58%
$191.76 - $263.26 $69.8K - $95.8K
3.04K $796M
NEM
Newmont Corp

Basic Materials
4.82K
New
$41.65 - $55.85 $201K - $269K
4.82K $258M
BKNG
Booking Holdings Inc.

Consumer Cyclical
60
New
$3305.62 - $4268.05 $198K - $256K
60 $253M
ORCL
Oracle Corp

Technology
632
+ 12.79%
$125.9 - $170.35 $79.6K - $108K
5.57K $950M
AVMU
American Centy ETF Travantis C

ETFs
5.19K
New
$46.01 - $46.95 $239K - $244K
5.19K $243M
Bitwise Bitcoin ETF Tr
6.97K
New
N/A
6.97K $241M
DEO
Diageo PLC

Consumer Defensive
1.69K
New
$120.02 - $140.77 $202K - $237K
1.69K $241M
AXP
American Express CO

Financial Services
856
New
$225.92 - $271.17 $193K - $232K
856 $232M
IBM
International Business Machines Corp

Technology
1.04K
New
$175.1 - $223.38 $183K - $233K
1.04K $231M
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.66K
New
$47.28 - $62.24 $173K - $228K
3.66K $226M
RY
Royal Bank Of Canada

Financial Services
1.77K
New
$105.65 - $124.73 $187K - $221K
1.77K $221M
ISRG
Intuitive Surgical Inc

Healthcare
443
New
$416.14 - $494.01 $184K - $219K
443 $218M
LLY
Eli Lilly & CO

Healthcare
259
+ 34.77%
$772.14 - $960.02 $200K - $249K
1K $889M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.8K
New
$98.71 - $117.61 $178K - $212K
1.8K $213M
AON
Aon PLC

Financial Services
613
New
$293.16 - $351.06 $180K - $215K
613 $212M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
8.44K
New
$24.07 - $24.62 $203K - $208K
8.44K $208M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.11K
New
$59.5 - $67.14 $185K - $209K
3.11K $206M
FSK
Fs Kkr Capital Corp

Financial Services
10K
New
$18.74 - $20.43 $187K - $204K
10K $204M
WFC
Wells Fargo & Company

Financial Services
3.61K
New
$51.58 - $60.97 $186K - $220K
3.61K $204M
UBER
Uber Technologies, Inc

Technology
2.67K
New
$58.48 - $77.47 $156K - $207K
2.67K $201M
IWN
Ishares Russell2000 Val ETF

ETFs
1.2K
New
$150.05 - $171.34 $180K - $206K
1.2K $200M
JNJ
Johnson & Johnson

Healthcare
876
+ 25.17%
$145.48 - $167.38 $127K - $147K
4.36K $706M
HD
Home Depot, Inc.

Consumer Cyclical
53
+ 1.91%
$333.64 - $405.2 $17.7K - $21.5K
2.84K $1.15B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
151
+ 7.12%
$405.19 - $478.57 $61.2K - $72.3K
2.27K $1.05B
ADP
Automatic Data Processing Inc

Industrials
293
+ 12.94%
$233.44 - $279.45 $68.4K - $81.9K
2.56K $711M
ABBV
Abb Vie Inc.

Healthcare
441
+ 14.96%
$163.84 - $199.33 $72.3K - $87.9K
3.39K $669M
PH
Parker Hannifin Corp

Industrials
3
+ 0.24%
$501.01 - $635.92 $1.5K - $1.91K
1.27K $801M
NVDA
Nvidia Corp

Technology
2.06K
+ 4.5%
$98.91 - $134.91 $204K - $278K
47.9K $5.82B
PAYX
Paychex Inc

Industrials
749
+ 22.95%
$116.17 - $135.19 $87K - $101K
4.01K $539M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
699
+ 18.48%
$97.19 - $109.09 $67.9K - $76.3K
4.48K $485M
HCA
Hca Healthcare, Inc.

Healthcare
78
+ 8.23%
$315.12 - $406.43 $24.6K - $31.7K
1.03K $417M
Activity Summary
Buys All Purchases 90 New Holdings 28 Increased Positions 62 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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