Sunpointe, LLC Reduced Holdings in Q4 2024

Sunpointe, LLC

  • $199 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.43K
- 3.63%
N/A
38K $3.53B
VEA
Vanguard Ftse Developed Market

ETFs
-3.69K
- 30.84%
$47.57 - $52.44 $176K - $194K
8.28K $396M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-1.82K
- 40.5%
$105.45 - $117.99 $191K - $214K
2.67K $283M
MRK
Merck & Co., Inc.

Healthcare
-1.31K
- 28.48%
$96.31 - $114.76 $127K - $151K
3.3K $331M
HCA
Hca Healthcare, Inc.

Healthcare
-113
- 11.01%
$297.52 - $415.61 $33.6K - $47K
913 $274M
AMAT
Applied Materials Inc

Technology
-335
- 17.76%
$161.44 - $213.89 $54.1K - $71.7K
1.55K $252M
PMO
Putnam Municipal Opportunities Trust

Financial Services
-9.72K
- 46.47%
$10.01 - $10.93 $97.3K - $106K
11.2K $114M
ADBE
Adobe Inc.

Technology
-7
- 0.68%
$437.39 - $552.96 $3.06K - $3.87K
1.02K $452M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-4
- 0.63%
$501.29 - $612.85 $2.01K - $2.45K
627 $326M
UNP
Union Pacific Corp

Industrials
-17
- 0.52%
$223.15 - $249.32 $3.79K - $4.24K
3.25K $741M
VLO
Valero Energy Corp

Energy
-12
- 0.38%
$118.59 - $144.02 $1.42K - $1.73K
3.19K $391M
UPS
United Parcel Service Inc

Industrials
-127
- 5.83%
$122.65 - $138.35 $15.6K - $17.6K
2.05K $258M
PM
Philip Morris International Inc.

Consumer Defensive
-265
- 6.96%
$118.38 - $133.06 $31.4K - $35.3K
3.54K $431M
CSX
Csx Corp

Industrials
-260
- 2.17%
$31.58 - $36.88 $8.21K - $9.59K
11.7K $378M
HAL
Halliburton CO

Energy
-365
- 3.71%
$25.77 - $31.99 $9.41K - $11.7K
9.47K $257M
DEO
Diageo PLC

Consumer Defensive
-5
- 0.3%
$118.0 - $139.88 $590 - $699
1.68K $214M
ITUB
Itau Unibanco Holding S.A.

Financial Services
-746
- 6.82%
$4.96 - $6.57 $3.7K - $4.9K
10.2K $51.7M
IBM
International Business Machines Corp

Technology
-73
- 6.99%
$204.9 - $238.04 $15K - $17.4K
971 $213M
XEL
Xcel Energy Inc

Utilities
-253
- 6.74%
$62.16 - $72.92 $15.7K - $18.4K
3.5K $236M
T
At&T Inc.

Communication Services
-1.06K
- 5.79%
$21.22 - $23.88 $22.5K - $25.3K
17.2K $392M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-138
- 6.07%
$178.39 - $215.0 $24.6K - $29.7K
2.13K $412M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-84
- 2.9%
$124.26 - $134.12 $10.4K - $11.3K
2.81K $361M
Labcorp Holdings Inc
-34
- 2.96%
N/A
1.11K $255M
INTU
Intuit Inc

Technology
-2
- 0.59%
$602.01 - $706.25 $1.2K - $1.41K
335 $210M
HBAN
Huntington Bancshares Inc

Financial Services
-1.11K
- 8.5%
$14.18 - $18.2 $15.7K - $20.2K
11.9K $196M
AON
Aon PLC

Financial Services
-16
- 2.61%
$344.14 - $393.31 $5.51K - $6.29K
597 $215M
SPY
Spdr S&P 500 ETF Trust

ETFs
-19
- 0.73%
$567.81 - $607.81 $10.8K - $11.5K
2.58K $1.51B
PAYX
Paychex Inc

Industrials
-18
- 0.45%
$135.86 - $148.73 $2.45K - $2.68K
4K $560M
PCAR
Paccar Inc

Industrials
-65
- 1.31%
$97.92 - $118.41 $6.36K - $7.7K
4.91K $526M
NOW
Service Now, Inc.

Technology
-12
- 3.64%
$867.18 - $1148.42 $10.4K - $13.8K
318 $337M
Activity Summary
Buys All Purchases 152 New Holdings 45 Increased Positions 107 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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