Sunpointe, LLC Incresed Positions in Q3 2025

Sunpointe, LLC

  • $277 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
4.06K
+ 14.49%
$303.93 - $329.86 $1.23M - $1.34M
32.1K $10.6B
Capital Grp Fixed Incm ETF T
69K
+ 501.05%
N/A
82.7K $2.2B
AVGO
Broadcom Inc.

Technology
743
+ 3.06%
$264.74 - $369.57 $197K - $275K
25K $8.26B
GOOG
Alphabet Inc.

Communication Services
990
+ 9.29%
$175.16 - $255.24 $173K - $253K
11.6K $2.84B
COIN
Coinbase Global, Inc.

Technology
2.64K
+ 369.65%
$297.99 - $419.78 $788K - $1.11M
3.36K $1.13B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
13.7K
+ 9.86%
$41.26 - $43.63 $566K - $599K
153K $6.64B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.51K
+ 11.8%
N/A
52.2K $5.18B
JNJ
Johnson & Johnson

Healthcare
703
+ 4.28%
$155.17 - $185.42 $109K - $130K
17.1K $3.18B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.66K
+ 13.33%
$181.56 - $190.33 $484K - $507K
22.6K $4.3B
FANG
Diamondback Energy, Inc.

Energy
3.75K
+ 177.9%
$134.53 - $152.5 $505K - $572K
5.86K $839M
MSFT
Microsoft Corp

Technology
392
+ 2.57%
$491.09 - $535.64 $193K - $210K
15.6K $8.09B
VONG
Vanguard Russell 1000 Growth E

ETFs
2.46K
+ 12.83%
$108.08 - $121.73 $266K - $299K
21.6K $2.6B
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.08%
$293.94 - $444.72 $882 - $1.33K
3.88K $1.72B
CCL
Carnival Corp

Consumer Cyclical
13.1K
+ 27.68%
$28.37 - $32.49 $371K - $425K
60.4K $1.75B
LOW
Lowes Companies Inc

Consumer Cyclical
1.13K
+ 31.87%
$215.01 - $273.02 $243K - $308K
4.67K $1.17B
SNOW
Snowflake Inc.

Technology
1.53K
+ 145.43%
$191.73 - $241.0 $293K - $368K
2.58K $581M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.8K
+ 4.94%
$53.81 - $57.52 $150K - $161K
59.3K $3.41B
PFE
Pfizer Inc

Healthcare
9.88K
+ 18.24%
$23.29 - $25.88 $230K - $256K
64K $1.63B
JPM
Jpmorgan Chase & CO

Financial Services
17
+ 0.14%
$282.78 - $316.06 $4.81K - $5.37K
12.1K $3.83B
Vanguard Mun Bd Fds
3.63K
+ 24.77%
N/A
18.3K $1.38B
WMT
Walmart Inc.

Consumer Defensive
1.42K
+ 4.97%
$94.4 - $104.27 $134K - $148K
29.9K $3.08B
ALCC
Alt C Acquisition Corp.

Financial Services
200
+ 4.44%
N/A
4.7K $525M
DKNG
Draft Kings Inc.

Consumer Cyclical
9.1K
+ 61.03%
$37.4 - $48.23 $340K - $439K
24K $898M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
6.5K
+ 33.18%
$20.98 - $26.94 $136K - $175K
26.1K $643M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.92K
+ 6.59%
$62.09 - $66.51 $119K - $128K
31.1K $2.03B
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.4K
+ 6.82%
$55.61 - $57.37 $189K - $195K
53.3K $3.04B
HAL
Halliburton CO

Energy
5.65K
+ 36.77%
$20.5 - $25.11 $116K - $142K
21K $517M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
1.06K
+ 6.76%
$80.0 - $88.06 $85.1K - $93.7K
16.8K $1.47B
PLTR
Palantir Technologies Inc.

Technology
94
+ 2.43%
$130.68 - $186.97 $12.3K - $17.6K
3.96K $722M
SPY
Spdr S&P 500 ETF Trust

ETFs
56
+ 1.75%
$617.65 - $666.84 $34.6K - $37.3K
3.26K $2.18B
SCHW
Schwab Charles Corp

Financial Services
1.82K
+ 38.69%
$91.03 - $98.69 $166K - $180K
6.54K $624M
MU
Micron Technology Inc

Technology
53
+ 1.34%
$104.88 - $168.89 $5.56K - $8.95K
4.01K $671M
PG
Procter & Gamble CO

Consumer Defensive
1.62K
+ 13.19%
$150.47 - $161.22 $244K - $262K
13.9K $2.14B
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.39K
+ 16.12%
$28.92 - $32.19 $98K - $109K
24.4K $779M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.29K
+ 34.25%
$42.26 - $47.16 $96.7K - $108K
8.97K $416M
VNQ
Vanguard Specialized Funds Van

ETFs
1.31K
+ 35.24%
$88.47 - $93.24 $116K - $122K
5.02K $459M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
180
+ 2.75%
$301.44 - $365.84 $54.3K - $65.9K
6.72K $2.18B
CVX
Chevron Corp

Energy
464
+ 10.02%
$145.57 - $161.83 $67.5K - $75.1K
5.1K $791M
TFC
Truist Financial Corp

Financial Services
1.87K
+ 14.69%
$42.83 - $47.07 $80.1K - $88.1K
14.6K $668M
VTHR
Vanguard Russell 3000 ETF

ETFs
284
+ 19.0%
$272.54 - $295.85 $77.4K - $84K
1.78K $524M
EFA
Ishares Tr Msci Eafe ETF

ETFs
872
+ 10.37%
$87.29 - $93.61 $76.1K - $81.6K
9.28K $867M
EEM
Ishares Msci Emerging Markets

ETFs
479
+ 2.83%
$48.07 - $53.4 $23K - $25.6K
17.4K $929M
USB
Us Bancorp \De\

Financial Services
1.17K
+ 8.05%
$43.94 - $50.41 $51.5K - $59K
15.7K $767M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.67K
+ 5.42%
$23.82 - $25.84 $39.8K - $43.2K
32.5K $835M
PLD
Prologis, Inc.

Real Estate
698
+ 32.28%
$104.08 - $115.35 $72.6K - $80.5K
2.86K $328M
UTG
Reaves Utility Income Fund

Financial Services
653
+ 3.67%
$35.81 - $39.62 $23.4K - $25.9K
18.4K $730M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
55
+ 3.12%
$567.09 - $607.37 $31.2K - $33.4K
1.82K $1.09B
PH
Parker Hannifin Corp

Industrials
1
+ 0.08%
$697.13 - $769.67 $697 - $770
1.31K $994M
NSC
Norfolk Southern Corp

Industrials
3
+ 0.19%
$259.49 - $300.41 $778 - $901
1.61K $485M
Activity Summary
Buys All Purchases 127 New Holdings 33 Increased Positions 94 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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