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BluePointe Capital Management, LLC13F | |
| BluePointe Capital Management, LLC | |
| Last update 2025-05-02 | 128 Stocks (40 new) |
| Value $262.00 Mil | Turnover 41 % |
BluePointe Capital Management,... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 39,251 | 22,023.7 | +113.49% | 8.390 | +4.46% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
IWF | iShares Russell 1000 Growth ETF | 51,821 | 18,712.1 | +97.38% | 7.130 | +3.52% | 0.020 | +27.24% | +8.36% | 113,776.0 | ||
VOO | Vanguard S&P 500 ETF | 30,886 | 15,872.8 | +57.12% | 6.050 | +2.20% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
ACWI | iShares MSCI ACWI Index Fund | 104,716 | 12,187.9 | +74.63% | 4.640 | +1.98% | 0.060 | +17.38% | +11.29% | 22,448.5 | ||
NVDA | NVIDIA Corp | 97,500 | 10,568.0 | +272.98% | 4.030 | +2.95% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
VEA | Vanguard FTSE Developed Markets ETF | 152,328 | 7,742.8 | -11.46% | 2.950 | -0.54% | 0.010 | +12.49% | +19.94% | 157,607.2 | ||
FDVV | Fidelity High Dividend ETF | 142,826 | 7,084.2 | +2.93% | 2.700 | +0.08% | 0.150 | +15.55% | +8.64% | 5,672.3 | ||
VB | Vanguard Small Cap ETF | 30,958 | 6,864.9 | +23.66% | 2.620 | +0.50% | 0.010 | +17.90% | +1.99% | 61,352.9 | ||
URTH | iShares MSCI World ETF | 41,546 | 6,364.0 | +25.51% | 2.420 | +0.49% | 0.140 | +17.36% | +10.69% | 5,141.2 | ||
EFA | iShares MSCI EAFE ETF | 71,778 | 5,866.4 | +21.33% | 2.230 | +0.39% | 0.010 | +10.84% | +18.89% | 63,725.9 |
BluePointe Capital Management, LLC's Historical Top Holdings Breakdowns
BluePointe Capital Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +4.46% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Add 113.49% | 39,251 | 20,866 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Add Add | +3.52% | 360.07 ($394.62) 417.26 | $434.26 | 10.05% | Add 97.38% | 51,821 | 25,567 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +2.95% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Add 272.98% | 97,500 | 71,359 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +2.20% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Add 57.12% | 30,886 | 11,228 | |
ACWI | iShares MSCI ACWI Index Fund | 2025-03-31 | Add Add | +1.98% | 115.16 ($119.81) 124.13 | $129.76 | 8.30% | Add 74.63% | 104,716 | 44,751 | |
WDC | Western Digital Corp | 2025-03-31 | Reduce Reduce | -1.95% | 40.43 ($47.42) 54.41 | $68.00 | 43.40% | Reduce -87.65% | 8,063 | -57,249 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2025-03-31 | New Buy New Buy | +1.71% | 114.9 ($128.55) 139.6 | $140.64 | 9.40% | New holding | 38,269 | 38,269 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +1.08% | 169.43 ($177.82) 182.84 | $184.18 | 3.58% | Add 126.06% | 29,178 | 16,271 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-03-31 | Add Add | +0.92% | 50.83 ($53.83) 55.94 | $61.05 | 13.41% | Add 139.45% | 76,920 | 44,796 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Add Add | +0.88% | 206.38 ($226.74) 242.18 | $260.89 | 15.06% | Add 98.9% | 22,404 | 11,140 |
BluePointe Capital Management, LLC Total Holding History ($B)
BluePointe Capital Management, LLC's Asset Allocation
BluePointe Capital Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BluePointe Capital Management, LLC's Hypothetical Growth since 2025-03-31
BluePointe Capital Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BluePointe Capital Management, LLC's Holdings Heat Map
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BluePointe Capital Management, LLC's Holdings Bubble Chart
BluePointe Capital Management, LLC News
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