Sunpointe, LLC Purchases in Q1 2025

Sunpointe, LLC

  • $188 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
44.6K
+ 88.96%
$106.98 - $149.43 $4.78M - $6.67M
94.8K $10.3B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
31.6K
New
$21.23 - $23.75 $671K - $751K
31.6K $681M
VIG
Vanguard Dividend Appreciation

ETFs
3.54K
+ 25.1%
N/A
17.7K $3.43B
MELI
Mercadolibre Inc

Consumer Cyclical
156
+ 95.71%
$1739.0 - $2260.0 $271K - $353K
319 $622M
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
19.1K
New
$16.62 - $17.97 $318K - $343K
19.1K $319M
CVS
Cvs Health Corp

Healthcare
4.58K
New
$44.22 - $68.64 $202K - $314K
4.58K $310M
VTI
Vanguard Total Stock Market Et

ETFs
2.51K
+ 9.58%
$271.18 - $303.12 $681K - $762K
28.7K $7.9B
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.32K
+ 12.27%
$56.17 - $59.71 $299K - $317K
48.7K $2.78B
NEM
Newmont Corp

Basic Materials
5.28K
New
$37.79 - $48.39 $199K - $255K
5.28K $255M
O
Realty Income Corp

Real Estate
4.17K
New
$51.67 - $58.49 $215K - $244K
4.17K $242M
WMB
Williams Companies, Inc.

Energy
3.5K
New
$54.02 - $61.09 $189K - $214K
3.5K $209M
CI
Cigna Corp

Healthcare
630
New
$274.49 - $329.0 $173K - $207K
630 $207M
EWC
Ishares Msci Canada ETF

ETFs
4.91K
New
$39.3 - $42.52 $193K - $209K
4.91K $200M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.75K
+ 28.34%
$50.39 - $50.66 $189K - $190K
17K $861M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
15.3K
+ 65.45%
$8.11 - $8.58 $124K - $132K
38.8K $316M
UTG
Reaves Utility Income Fund

Financial Services
3.21K
+ 15.62%
$31.08 - $34.42 $99.6K - $110K
23.7K $772M
TTE
Total Energies Se

Energy
491
+ 7.27%
N/A
7.25K $475M
RTX
Raytheon Technologies Corp

Industrials
291
+ 9.58%
$114.1 - $135.66 $33.2K - $39.5K
3.33K $441M
HON
Honeywell International Inc

Industrials
507
+ 35.68%
$202.75 - $226.52 $103K - $115K
1.93K $408M
HCA
Hca Healthcare, Inc.

Healthcare
123
+ 13.47%
$296.7 - $345.55 $36.5K - $42.5K
1.04K $358M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
6.9K
+ 5.59%
$38.36 - $41.43 $265K - $286K
130K $5.05B
GE
General Electric CO

Industrials
112
+ 7.11%
$168.59 - $212.13 $18.9K - $23.8K
1.69K $338M
SNY
Sanofi

Healthcare
636
+ 13.42%
$48.15 - $59.42 $30.6K - $37.8K
5.37K $298M
META
Meta Platforms, Inc.

Communication Services
159
+ 5.44%
$576.36 - $736.67 $91.6K - $117K
3.08K $1.78B
PLTR
Palantir Technologies Inc.

Technology
406
+ 12.5%
$64.98 - $124.62 $26.4K - $50.6K
3.65K $308M
IBM
International Business Machines Corp

Technology
111
+ 11.43%
$217.4 - $264.74 $24.1K - $29.4K
1.08K $269M
NGG
National Grid PLC

Utilities
425
+ 8.65%
$56.13 - $65.61 $23.9K - $27.9K
5.34K $350M
PMO
Putnam Municipal Opportunities Trust

Financial Services
4.17K
+ 37.23%
$9.96 - $10.76 $41.5K - $44.9K
15.4K $157M
AEP
American Electric Power CO Inc

Utilities
12
+ 0.52%
$90.32 - $109.27 $1.08K - $1.31K
2.32K $254M
DUK
Duke Energy Corp

Utilities
13
+ 0.57%
$105.87 - $121.97 $1.38K - $1.59K
2.29K $279M
UNP
Union Pacific Corp

Industrials
14
+ 0.43%
$225.21 - $254.42 $3.15K - $3.56K
3.26K $771M
SPGI
S&P Global Inc.

Financial Services
44
+ 9.32%
$478.26 - $543.77 $21K - $23.9K
516 $262M
Kenvue Inc
39
+ 0.4%
N/A
9.74K $234M
CRWD
Crowd Strike Holdings, Inc.

Technology
33
+ 2.53%
$308.86 - $455.36 $10.2K - $15K
1.34K $471M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.23K
+ 8.41%
$57.21 - $65.8 $127K - $146K
28.7K $1.67B
PLD
Prologis, Inc.

Real Estate
84
+ 3.46%
$103.59 - $124.04 $8.7K - $10.4K
2.51K $281M
MPC
Marathon Petroleum Corp

Energy
81
+ 5.06%
$134.72 - $159.03 $10.9K - $12.9K
1.68K $245M
MU
Micron Technology Inc

Technology
131
+ 3.96%
$86.89 - $109.38 $11.4K - $14.3K
3.44K $300M
CMCSA
Comcast Corp

Communication Services
726
+ 7.09%
$33.19 - $38.23 $24.1K - $27.8K
11K $405M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
57
+ 0.39%
$69.15 - $74.69 $3.94K - $4.26K
14.9K $1.06B
XEL
Xcel Energy Inc

Utilities
64
+ 1.83%
$63.37 - $72.1 $4.06K - $4.61K
3.56K $254M
BA
Boeing CO

Industrials
167
+ 9.29%
$148.15 - $186.25 $24.7K - $31.1K
1.97K $335M
PFE
Pfizer Inc

Healthcare
1K
+ 12.14%
$25.01 - $27.13 $25K - $27.2K
9.25K $234M
SYK
Stryker Corp

Healthcare
11
+ 1.39%
$355.18 - $399.9 $3.91K - $4.4K
800 $298M
FTNT
Fortinet, Inc.

Technology
87
+ 3.99%
$92.49 - $114.57 $8.05K - $9.97K
2.27K $218M
VALQ
American Centy ETF Tr Stoxx Us

ETFs
219
+ 1.66%
$59.69 - $64.36 $13.1K - $14.1K
13.4K $814M
ITUB
Itau Unibanco Holding S.A.

Financial Services
1.02K
+ 9.98%
$4.87 - $6.28 $4.95K - $6.39K
11.2K $61.7M
HBAN
Huntington Bancshares Inc

Financial Services
1.35K
+ 11.31%
$14.28 - $17.39 $19.3K - $23.5K
13.3K $202M
NSC
Norfolk Southern Corp

Industrials
5
+ 0.31%
$227.69 - $259.76 $1.14K - $1.3K
1.63K $385M
Activity Summary
Buys All Purchases 71 New Holdings 8 Increased Positions 63 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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