Fund HoldingsPointe Capital Management LLC

Total Portfolio Value
$143.91M
Total Bought
$23.74M
Total Sold
$5.51M
Net Transaction
+$18.23M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES MSCI EAFE SMALL CAP ETF3,67138,578+34,9072072,3881.66%+2,181
ISHARES RUSSELL 1000 GROWTH ETF27,97629,110+1,1347,4418,8256.13%+1,384
ISHARES AGGREGATE BOND ETF08,909+8,90908840.61%+884
VANGUARD HIGH DIVIDEND YIELD INDEX ETF94,54494,839+2959,76810,5877.36%+819
MICROSOFT(MSFT)09,181+9,18103,4522.40%+3,452
GENERAL ELECTRIC CO COM NEW(GE)04,585+4,58505850.41%+585
ISHARES RUSSELL MIDCAP GROWTH ETF4,2459,075+4,8303889480.66%+560
ISHARES RUSSELL 1000 VALUE ETF7,79110,156+2,3651,1831,6781.17%+496
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
ST STR TOTAL ETF
012,070+12,07004860.34%+486
APPLE INC(AAPL)015,520+15,52002,9882.08%+2,988
RTX CORPORATION COM(RTX)017,944+17,94401,5101.05%+1,510
FORD MOTOR COMPANY(F)028,509+28,50903480.24%+348
SPDR GOLD ETF(GLD)13,49413,915+4212,3142,6601.85%+347
COSTCO WHOLESALE CORP(COST)3,4503,45001,9492,2771.58%+328
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
116,707117,541+8348,7719,0946.32%+324
ISHARES RUSSELL MIDCAP VALUE INDEX02,658+2,65803090.21%+309
ISHARES MSCI EAFE ETF8,59811,829+3,2315938910.62%+299
JPMORGAN CHASE & CO COM(JPM)012,633+12,63302,1491.49%+2,149
PEPSICO INC COM(PEP)04,250+4,25007220.50%+722
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
BROAD USD HIGH
55,24959,277+4,0281,9182,1551.50%+237
TE CONNECTIVITY LTD(TEL)01,622+1,62202280.16%+228
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
82,97482,561-4133,9494,1762.90%+227
JOHNSON CTLS INC
SHS
03,921+3,92102260.16%+226
ISHARES RUSSELL 2000 GROWTH INDEX0865+86502180.15%+218
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
02,363+2,36302160.15%+216
CROWN CASTLE INTL CORP(CCI)01,831+1,83102110.15%+211
TRAVELERS COMPANIES INC COM(TRV)01,100+1,10002100.15%+210
AMAZON.COM INC(AMZN)011,989+11,98901,8221.27%+1,822
CMS ENERGY CORP COM(CMS)03,515+3,51502040.14%+204
YUM! BRANDS INC(YUM)01,562+1,56202040.14%+204
ENBRIDGE INC COM(ENB)05,612+5,61202030.14%+203
VANGUARD EUROPEAN03,136+3,13602020.14%+202
DTE ENERGY CO COM(DTB)01,829+1,82902020.14%+202
DOMINION RESOURCES INC(D)4,6928,659+3,9672104070.28%+197
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
15,70018,825+3,1258411,0350.72%+194
ISHARES RUSSELL 2000 VALUE2,1153,075+9602874780.33%+191
QUALCOMM INC(QCOM)05,531+5,53108000.56%+800
SEMPRA ENERGY(SRE)4,2646,274+2,0102904690.33%+179
KAYNE ANDERSON MLP INVT CO(KYN)019,718+19,71801730.12%+173
ISHARES RUSSELL 2000 ETF07,170+7,17001,4391.00%+1,439
MONDELEZ INTL INC CL A(MDLZ)8,76410,611+1,8476087690.53%+160
MASTERCARD INC(MA)2,4462,626+1809681,1200.78%+152
ISHARES CORE S&P MID CAP ETF3,3053,517+2128249750.68%+151
CHARLES SCHWAB CORP(SCHW)7,6508,215+5654205650.39%+145
ALPHABET INC CAP STK CL C(GOOG)9,3579,767+4101,2341,3760.96%+143
UNION PAC CORP COM(UNP)3,0293,02906177440.52%+127
CALAMOS STRATEGIC TOTAL RETURN FD(CSQ)0153,019+153,01902,2751.58%+2,275
NETFLIX COM INC(NFLX)01,133+1,13305520.38%+552
GOOGLE INC(GOOG)6,4606,935+4758459690.67%+123
WELLS FARGO CO NEW COM(WFC)13,71513,846+1315606820.47%+121
LENNAR CORP CL A(LEN)02,975+2,97504430.31%+443
SALESFORCE COM(CRM)1,7391,755+163534620.32%+109
GOLDMAN SACHS GROUP INC(GS)1,6301,644+145276340.44%+107
VIRTUS DIVIDEND INTEREST & PR COM(NFJ)087,901+87,90101,1080.77%+1,108
CITIZENS FINL GROUP INC COM(CFG)15,45315,571+1184145160.36%+102
BERKSHIRE HATHAWAY INC DEL CL B NEW15,81315,81305,5395,6403.92%+101
EATON VANCE TAX MANAGED
COM
0151,620+151,62001,8481.28%+1,848
TEXAS INSTRS INC COM(TXN)04,386+4,38607480.52%+748
LINDE PLC SHS(LIN)2,1462,155+97998850.62%+86
INTERCONTINENTALEXCHINTL(ICE)4,2714,318+474705550.39%+85
NEXTERA ENERGY INC COM(NEE)5,4476,509+1,0623123950.27%+83
BANK AMERICA CORP COM17,17916,381-7984705520.38%+81
ISHARES 1-3 YR TREASURY BOND ETF71,21271,224+125,7665,8434.06%+77
ORACLE CORPORATION(ORCL)07,328+7,32807730.54%+773
EATON VANCE TAX MANAGED GLOBAL EQUITY
COM
0176,092+176,09201,3590.94%+1,359
AMERIPRISE FINANCIAL INC.(AMP)1,4121,41204665360.37%+71
FISERV INC(FISV)03,111+3,11104130.29%+413
ABBOTT LABS COM03,917+3,91704310.30%+431
EATON CORP PLC SHS(ETN)1,9701,987+174204790.33%+58
STRYKER CORP(SYK)02,096+2,09606280.44%+628
CITIGROUP INC(C)5,2215,22102152690.19%+54
VANGUARD SMALL CAP VALUE ETF2,6172,61704174710.33%+54
ONEOK INC NEW COM(OKE)7,7827,78204945460.38%+53
VANGUARD GROWTH ETF1,3661,36603724250.30%+53
META PLATFORMS INC CL A(META)3,9393,485-4541,1831,2340.86%+51
VANGUARD TOTAL STOCK MARKET ETF2,8922,798-946146640.46%+50
HOME DEPOT(HD)97097002933360.23%+43
TJX COS INC NEW COM(TJX)8,6878,689+27728150.57%+43
NORFOLK SOUTHERN CRP(NSC)01,071+1,07102530.18%+253
NVIDIA CORPORATION COM(NVDA)64864802823210.22%+39
BLACKROCK LIMITED DURATION INCOME TRUST25,96526,665+7003343730.26%+38
INDEPENDENCE RLTY TR INC COM(IRT)031,065+31,06504750.33%+475
CHENIERE ENERGY INC COM NEW(LNG)07,673+7,67301,3100.91%+1,310
SOFI TECHNOLOGIES INC COM(SOFI)18,49018,49001481840.13%+36
SPDR S&P 500 ETF(SPY)73473403143490.24%+35
ISHARES S&P 500 INDEX69869803003330.23%+34
MERCK & CO INC(MRK)04,847+4,84705280.37%+528
LOWES COS INC COM(LOW)01,923+1,92304280.30%+428
REALTY INCOME CORP COM(O)04,094+4,09402350.16%+235
FINANCIAL SELECT SECTOR SPDR
ST STR FINL ETF
6,7346,737+32232530.18%+30
CHUBB LIMITED COM
COM
1,6421,64203423710.26%+29
CVS HEALTH CORP COM(CVS)3,0383,03802122400.17%+28
ELI LILLY & CO COM(LLY)1,4231,358-657647920.55%+27
MONSTER BEVERAGE CORP(MNST)4,6024,673+712442690.19%+26
VANGUARD DIVIDEND APPRECIATION ETF1,6091,60902502740.19%+24
WILLIAMS COS INC COM(WMB)020,411+20,41107110.49%+711
MEDTRONIC PLC SHS(MDT)05,940+5,94004890.34%+489
OLD REP INTL CORP COM(ORI)8,1198,11902192390.17%+20
KINDER MORGAN INC(KMI)018,658+18,65803290.23%+329
OTIS WORLDWIDE CORP COM(OTIS)04,326+4,32603870.27%+387
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