Sunpointe, LLC Incresed Positions in Q2 2025

Sunpointe, LLC

  • $252 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
16.5K
+ 17.37%
$94.31 - $157.99 $1.55M - $2.6M
111K $17.6B
AVGO
Broadcom Inc.

Technology
16.9K
+ 230.3%
$146.29 - $275.65 $2.48M - $4.67M
24.3K $6.7B
MSFT
Microsoft Corp

Technology
2.47K
+ 19.34%
$354.56 - $497.45 $875K - $1.23M
15.2K $7.57B
AAPL
Apple Inc.

Technology
13.4K
+ 55.65%
$172.42 - $223.89 $2.31M - $3M
37.5K $7.69B
JPM
Jpmorgan Chase & CO

Financial Services
5.43K
+ 81.13%
$210.28 - $289.91 $1.14M - $1.57M
12.1K $3.51B
COST
Costco Wholesale Corp

Consumer Defensive
1.65K
+ 307.06%
$908.13 - $1056.85 $1.5M - $1.75M
2.19K $2.17B
WMT
Walmart Inc.

Consumer Defensive
14.2K
+ 99.77%
$81.79 - $99.98 $1.16M - $1.42M
28.5K $2.79B
NEM
Newmont Corp

Basic Materials
22.1K
+ 419.16%
$44.18 - $59.46 $977K - $1.31M
27.4K $1.6B
NEE
Nextera Energy Inc

Utilities
16.5K
+ 306.72%
$64.11 - $75.0 $1.06M - $1.24M
21.9K $1.52B
NOW
Service Now, Inc.

Technology
1.03K
+ 348.47%
$721.65 - $1040.18 $742K - $1.07M
1.32K $1.36B
AMZN
Amazon Com Inc

Consumer Cyclical
2.14K
+ 10.83%
$167.32 - $223.3 $359K - $479K
21.9K $4.81B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.51K
+ 19.17%
N/A
46.7K $4.38B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
14.9K
+ 35.73%
$45.88 - $54.4 $683K - $809K
56.5K $3.08B
FDG
American Centy ETF Tr Focused

ETFs
59
+ 0.12%
$81.22 - $109.26 $4.79K - $6.45K
49.3K $5.39B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
8.76K
+ 6.72%
$36.36 - $41.4 $319K - $363K
139K $5.77B
GOOG
Alphabet Inc.

Communication Services
3K
+ 39.18%
$146.58 - $180.01 $440K - $540K
10.7K $1.89B
VIG
Vanguard Dividend Appreciation

ETFs
2.13K
+ 12.06%
N/A
19.8K $4.07B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.05K
+ 145.75%
$468.22 - $566.51 $489K - $592K
1.76K $1B
SPY
Spdr S&P 500 ETF Trust

ETFs
632
+ 24.53%
$496.48 - $617.85 $314K - $390K
3.21K $1.99B
EEM
Ishares Msci Emerging Markets

ETFs
10.5K
+ 161.96%
$38.52 - $48.28 $403K - $505K
16.9K $816M
KO
Coca Cola CO

Consumer Defensive
7.51K
+ 118.73%
$68.37 - $73.9 $514K - $555K
13.8K $986M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.07K
+ 11.56%
$152.93 - $181.74 $317K - $376K
20K $3.63B
GOOGL
Alphabet Inc.

Communication Services
1.2K
+ 9.64%
$144.7 - $178.6 $173K - $214K
13.6K $2.4B
ORCL
Oracle Corp

Technology
48
+ 0.87%
$122.82 - $218.63 $5.9K - $10.5K
5.56K $1.22B
HD
Home Depot, Inc.

Consumer Cyclical
1.21K
+ 60.16%
$335.24 - $380.78 $406K - $461K
3.22K $1.18B
QINT
American Centy ETF Tr Quality

ETFs
13
+ 0.02%
$46.54 - $58.35 $605 - $759
56.7K $3.3B
TSLA
Tesla, Inc.

Consumer Cyclical
525
+ 15.67%
$221.86 - $362.89 $116K - $191K
3.88K $1.23B
GE
General Electric CO

Industrials
899
+ 53.26%
$166.81 - $257.39 $150K - $231K
2.59K $666M
CAT
Caterpillar Inc

Industrials
87
+ 1.85%
$273.94 - $388.21 $23.8K - $33.8K
4.79K $1.86B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
836
+ 37.61%
$483.48 - $539.8 $404K - $451K
3.06K $1.49B
TFC
Truist Financial Corp

Financial Services
6.65K
+ 109.11%
$34.79 - $42.99 $231K - $286K
12.7K $548M
TJX
Tjx Companies Inc

Consumer Cyclical
2.11K
+ 32.12%
$119.13 - $135.03 $252K - $285K
8.69K $1.07B
NFLX
Netflix Inc

Communication Services
9
+ 1.42%
$855.86 - $1339.13 $7.7K - $12.1K
644 $862M
MRK
Merck & Co., Inc.

Healthcare
3.58K
+ 154.56%
$73.47 - $87.12 $263K - $311K
5.89K $471M
VLO
Valero Energy Corp

Energy
1.84K
+ 58.29%
$104.69 - $141.77 $193K - $261K
4.99K $671M
AVDE
American Centy ETF Tr Avantis

ETFs
248
+ 0.82%
$59.32 - $74.36 $14.7K - $18.4K
30.3K $2.24B
DE
Deere & CO

Industrials
405
+ 58.87%
$412.99 - $531.48 $167K - $215K
1.09K $557M
HON
Honeywell International Inc

Industrials
796
+ 41.29%
$182.86 - $232.88 $146K - $185K
2.72K $634M
ADBE
Adobe Inc.

Technology
575
+ 90.13%
$340.0 - $420.68 $196K - $242K
1.21K $469M
PLTR
Palantir Technologies Inc.

Technology
211
+ 5.77%
$74.01 - $144.25 $15.6K - $30.4K
3.87K $527M
ACN
Accenture PLC

Technology
759
+ 99.61%
$279.23 - $323.21 $212K - $245K
1.52K $454M
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.63%
$1794.73 - $2613.63 $3.59K - $5.23K
321 $839M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
890
+ 5.99%
$65.42 - $80.7 $58.2K - $71.8K
15.7K $1.27B
CRM
Salesforce, Inc.

Technology
724
+ 47.85%
$236.26 - $291.15 $171K - $211K
2.24K $611M
MU
Micron Technology Inc

Technology
515
+ 14.96%
$64.72 - $127.91 $33.3K - $65.9K
3.96K $488M
PNC
Pnc Financial Services Group, Inc.

Financial Services
788
+ 37.79%
$149.76 - $186.42 $118K - $147K
2.87K $536M
MCD
Mcdonalds Corp

Consumer Cyclical
635
+ 52.26%
$285.55 - $321.23 $181K - $204K
1.85K $541M
JNJ
Johnson & Johnson

Healthcare
2.26K
+ 15.93%
$146.36 - $159.82 $330K - $361K
16.4K $2.51B
PH
Parker Hannifin Corp

Industrials
43
+ 3.39%
$517.23 - $700.54 $22.2K - $30.1K
1.31K $915M
Activity Summary
Buys All Purchases 154 New Holdings 59 Increased Positions 95 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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