Sunpointe, LLC Incresed Positions 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
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
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.09K
+ 20.5%
$162.83 - $179.16 $503K - $554K
18.2K $3.26B
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
USB
Us Bancorp \De\

Financial Services
8.01K
+ 119.92%
$39.04 - $47.23 $313K - $378K
14.7K $679M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
4.22K
+ 64.3%
$64.0 - $72.54 $270K - $306K
10.8K $780M
TSLA
Tesla, Inc.

Consumer Cyclical
364
+ 13.58%
$191.76 - $263.26 $69.8K - $95.8K
3.04K $796M
LLY
Eli Lilly & CO

Healthcare
259
+ 34.77%
$772.14 - $960.02 $200K - $249K
1K $889M
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
MSFT
Microsoft Corp

Technology
807
+ 5.67%
$395.15 - $467.56 $319K - $377K
15K $6.47B
UNP
Union Pacific Corp

Industrials
191
+ 6.21%
$221.78 - $256.09 $42.4K - $48.9K
3.27K $805M
JEPI
J P Morgan Exchange Traded Fd

ETFs
588
+ 2.4%
$54.98 - $59.51 $32.3K - $35K
25.1K $1.5B
MA
Mastercard Inc

Financial Services
64
+ 4.84%
$429.6 - $500.99 $27.5K - $32.1K
1.39K $685M
PEP
Pepsico Inc

Consumer Defensive
435
+ 33.83%
$161.9 - $179.3 $70.4K - $78K
1.72K $293M
ABT
Abbott Laboratories

Healthcare
295
+ 7.27%
$100.07 - $118.13 $29.5K - $34.8K
4.35K $496M
GILD
Gilead Sciences, Inc.

Healthcare
155
+ 3.88%
$66.59 - $83.99 $10.3K - $13K
4.15K $348M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4
+ 0.18%
$156.14 - $187.2 $625 - $749
2.27K $420M
BMY
Bristol Myers Squibb CO

Healthcare
247
+ 4.83%
$39.66 - $51.75 $9.8K - $12.8K
5.36K $277M
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.22%
$896.19 - $1044.18 $896 - $1.04K
450 $467M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.35K
+ 6.51%
$49.7 - $56.11 $66.9K - $75.5K
22K $1.21B
ACN
Accenture PLC

Technology
70
+ 9.45%
$295.44 - $355.81 $20.7K - $24.9K
811 $287M
ENB
Enbridge Inc

Energy
484
+ 5.9%
$35.27 - $41.18 $17.1K - $19.9K
8.69K $353M
AVGO
Broadcom Inc.

Technology
6.21K
+ 879.6%
$136.27 - $1745.86 $846K - $10.8M
6.92K $1.19B
EEM
Ishares Msci Emerging Markets

ETFs
893
+ 16.69%
$40.42 - $46.7 $36.1K - $41.7K
6.25K $286M
TJX
Tjx Companies Inc

Consumer Cyclical
95
+ 1.5%
$107.93 - $120.23 $10.3K - $11.4K
6.44K $757M
RTX
Raytheon Technologies Corp

Industrials
50
+ 2.05%
$99.55 - $123.34 $4.98K - $6.17K
2.49K $301M
NSC
Norfolk Southern Corp

Industrials
16
+ 1.04%
$213.75 - $259.69 $3.42K - $4.16K
1.56K $388M
V
Visa Inc.

Financial Services
11
+ 0.27%
$253.74 - $291.56 $2.79K - $3.21K
4.08K $1.12B
OKE
Oneok Inc

Energy
210
+ 5.99%
$78.62 - $95.27 $16.5K - $20K
3.72K $339M
NGG
National Grid PLC

Utilities
8
+ 0.17%
$57.14 - $70.48 $457 - $564
4.81K $335M
CVS
Cvs Health Corp

Healthcare
524
+ 14.09%
$55.81 - $63.18 $29.2K - $33.1K
4.24K $267M
TMO
Thermo Fisher Scientific Inc.

Healthcare
10
+ 1.61%
$531.86 - $624.21 $5.32K - $6.24K
631 $391M
NKE
Nike, Inc.

Consumer Cyclical
68
+ 2.32%
$71.09 - $89.44 $4.83K - $6.08K
3K $267M
CCJ
Cameco Corp

Energy
1.15K
+ 8.28%
$36.9 - $53.72 $42.4K - $61.8K
15K $718M
XOM
Exxon Mobil Corp

Energy
132
+ 1.74%
$109.72 - $119.0 $14.5K - $15.7K
7.74K $907M
Labcorp Holdings Inc
27
+ 2.41%
N/A
1.15K $256M
GS
Goldman Sachs Group Inc

Financial Services
10
+ 2.01%
$459.02 - $510.25 $4.59K - $5.1K
507 $251M
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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