Sunpointe, LLC Incresed Positions in Q3 2025

Sunpointe, LLC

  • $277 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
877
+ 14.05%
$56.02 - $60.3 $49.1K - $52.9K
7.12K $427M
PEP
Pepsico Inc

Consumer Defensive
360
+ 15.4%
$133.81 - $152.16 $48.2K - $54.8K
2.7K $379M
ENB
Enbridge Inc

Energy
301
+ 2.9%
$43.79 - $50.46 $13.2K - $15.2K
10.7K $540M
GS
Goldman Sachs Group Inc

Financial Services
20
+ 3.92%
$696.56 - $806.32 $13.9K - $16.1K
530 $422M
VZ
Verizon Communications Inc

Communication Services
1.2K
+ 11.64%
$40.84 - $45.06 $49K - $54.1K
11.5K $506M
KLAC
Kla Corp

Technology
14
+ 5.74%
$843.9 - $1078.6 $11.8K - $15.1K
258 $278M
XOM
Exxon Mobil Corp

Energy
78
+ 0.8%
$105.83 - $117.22 $8.25K - $9.14K
9.87K $1.11B
VRT
Vertiv Holdings CO

Industrials
2
+ 0.08%
N/A
2.51K $378M
QQQ
Invesco Qqq Trust, Series 1

ETFs
23
+ 2.82%
$546.99 - $602.2 $12.6K - $13.9K
839 $504M
C
Citigroup Inc

Financial Services
41
+ 1.39%
$85.57 - $103.49 $3.51K - $4.24K
2.99K $303M
XEL
Xcel Energy Inc

Utilities
41
+ 1.15%
$67.56 - $80.65 $2.77K - $3.31K
3.62K $294M
TLT
Ishares Barclays 20+ Year Trea

ETFs
477
+ 15.28%
$85.01 - $90.35 $40.5K - $43.1K
3.6K $322M
BTI
British American Tobacco P.L.C.

Consumer Defensive
112
+ 1.46%
$46.69 - $59.27 $5.23K - $6.64K
7.76K $412M
WFC
Wells Fargo & Company

Financial Services
300
+ 7.76%
$77.05 - $85.16 $23.1K - $25.5K
4.17K $349M
AEP
American Electric Power CO Inc

Utilities
156
+ 6.66%
$103.26 - $115.0 $16.1K - $17.9K
2.5K $281M
UBER
Uber Technologies, Inc

Technology
266
+ 11.33%
$86.91 - $99.57 $23.1K - $26.5K
2.61K $256M
MCD
Mcdonalds Corp

Consumer Cyclical
48
+ 2.59%
$291.67 - $316.99 $14K - $15.2K
1.9K $577M
MRK
Merck & Co., Inc.

Healthcare
63
+ 1.07%
$77.6 - $87.37 $4.89K - $5.5K
5.95K $504M
ITOT
Ishares Core S&P Total U.S. St

ETFs
8
+ 0.28%
$135.0 - $146.02 $1.08K - $1.17K
2.84K $413M
MA
Mastercard Inc

Financial Services
30
+ 2.35%
$550.18 - $598.96 $16.5K - $18K
1.31K $743M
TTE
Total Energies Se

Energy
530
+ 7.81%
N/A
7.32K $444M
PCAR
Paccar Inc

Industrials
36
+ 0.74%
$92.91 - $102.86 $3.34K - $3.7K
4.93K $485M
DUK
Duke Energy Corp

Utilities
7
+ 0.3%
$116.31 - $125.93 $814 - $882
2.36K $291M
O
Realty Income Corp

Real Estate
27
+ 0.73%
$56.13 - $60.79 $1.52K - $1.64K
3.72K $226M
AMGN
Amgen Inc

Healthcare
28
+ 2.01%
$271.18 - $309.22 $7.59K - $8.66K
1.42K $401M
PANW
Palo Alto Networks Inc

Technology
56
+ 3.62%
$167.06 - $208.19 $9.36K - $11.7K
1.61K $327M
HBAN
Huntington Bancshares Inc

Financial Services
146
+ 1.09%
$15.87 - $17.88 $2.32K - $2.61K
13.5K $236M
TMUS
T Mobile Us, Inc.

Communication Services
29
+ 3.42%
$226.02 - $259.01 $6.55K - $7.51K
878 $210M
AMZN
Amazon Com Inc

Consumer Cyclical
16
+ 0.07%
$211.65 - $238.24 $3.39K - $3.81K
22K $4.82B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
78
+ 2.34%
$82.38 - $83.0 $6.43K - $6.47K
3.41K $283M
Linde PLC
5
+ 1.12%
N/A
452 $215M
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
18
+ 0.09%
$15.13 - $16.64 $272 - $300
19.1K $305M
WMB
Williams Companies, Inc.

Energy
35
+ 0.93%
$56.52 - $64.01 $1.98K - $2.24K
3.81K $241M
EAT
Brinker International, Inc

Consumer Cyclical
900
+ 39.67%
$126.68 - $184.02 $114K - $166K
3.17K $401M
SPGI
S&P Global Inc.

Financial Services
3
+ 0.66%
$484.94 - $564.15 $1.45K - $1.69K
461 $224M
CTAS
Cintas Corp

Industrials
33
+ 2.31%
$199.29 - $226.27 $6.58K - $7.47K
1.46K $300M
SYK
Stryker Corp

Healthcare
2
+ 0.25%
$368.57 - $403.53 $737 - $807
812 $301M
NRIM
Northrim Bancorp Inc

Financial Services
13K
+ 300.0%
$21.72 - $99.49 $283K - $1.3M
17.4K $377M
KO
Coca Cola CO

Consumer Defensive
481
+ 3.48%
$65.67 - $71.67 $31.6K - $34.5K
14.3K $957M
DE
Deere & CO

Industrials
18
+ 1.65%
$457.26 - $524.37 $8.23K - $9.44K
1.11K $510M
ACN
Accenture PLC

Technology
113
+ 7.43%
$232.56 - $304.78 $26.3K - $34.4K
1.63K $403M
FISV
Fiserv Inc

Technology
363
+ 13.06%
N/A
3.14K $405M
NFLX
Netflix Inc

Communication Services
1
+ 0.16%
$1147.87 - $1297.18 $1.15K - $1.3K
645 $773M
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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