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Viewpoint Capital Management

Latest statistics and disclosures from Viewpoint Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AMZN, VOO, NVDA, BAC, MSFT, and represent 32.97% of Viewpoint Capital Management's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$7.8M), AMZN (+$5.6M), VTI, GEV, COST, IWN, XBI, VOO, IWF, VSS.
Started 9 new stock positions in LQD, DIM, IUSG, IWF, BB, HYG, GEV, PFF, VGK.
Reduced shares in these 10 stocks: CAT, VWO, NUE, NFLX, VZ, ESML, YINN, EWA, Z, DEM.
Sold out of its positions in ESML, NFLX, NUE, VZ.
Viewpoint Capital Management was a net buyer of stock by $11M.
Viewpoint Capital Management has $163M in assets under management (AUM), dropping by 3.24%.
Central Index Key (CIK): 0001906223

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Portfolio Holdings for Viewpoint Capital Management

Viewpoint Capital Management holds 139 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon.com Common Stock (AMZN)	14.5	$24M	+31%	123k	193.25	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	5.6	$9.1M		18k	500.13	View chart
Nvidia Corp Common Stock (NVDA)	5.3	$8.6M	+887%	70k	123.54	View chart
Bank Of America Corp Common Stock (BAC)	3.9	$6.3M		159k	39.77	View chart
Microsoft Corp Common Stock (MSFT)	3.7	$6.1M		14k	446.95	View chart
Ishares Russell 2000 Value Etf Uit Exchange Traded (IWN)	3.3	$5.4M	+3%	35k	152.30	View chart
Spdr S&p Homebuilders Etf Uit Exchange Traded (XHB)	3.1	$5.0M		50k	101.08	View chart
Caterpillar Common Stock (CAT)	2.6	$4.3M	-49%	13k	333.10	View chart
Citigroup Common Stock (C)	2.4	$3.9M		62k	63.46	View chart
Tesla Common Stock (TSLA)	2.2	$3.7M		19k	197.88	View chart
Vgrd Ftse All Wrld Ex Ussml Cap Etf Uit Exchange Traded (VSS)	2.0	$3.2M	+3%	28k	117.49	View chart
American Intl Group Common Stock (AIG)	1.9	$3.2M		43k	74.24	View chart
Procter & Gamble Common Stock (PG)	1.9	$3.2M		19k	164.92	View chart
Apple Common Stock (AAPL)	1.9	$3.1M		15k	210.62	View chart
Ishares Core S&p Small Cap Etf Uit Exchange Traded (IJR)	1.9	$3.1M	+2%	29k	106.66	View chart
Ishares Msci Europe Financials Etf Uit Exchange Traded (EUFN)	1.8	$2.9M		129k	22.36	View chart
Ishares Morn Small Cap Value Etf Uit Exchange Traded (ISCV)	1.6	$2.7M		46k	57.91	View chart
Ge Aerospace Common Stock (GE)	1.6	$2.6M		16k	158.97	View chart
Pepsico Common Stock (PEP)	1.5	$2.5M		15k	164.92	View chart
Home Depot Common Stock (HD)	1.4	$2.4M		6.9k	344.24	View chart
Oracle Corp Common Stock (ORCL)	1.4	$2.4M		17k	141.20	View chart
Costco Wholesale Common Stock (COST)	1.4	$2.3M	+10%	2.7k	849.99	View chart
Vanguard Small Cap Etf Uit Exchange Traded (VB)	1.4	$2.2M		10k	218.04	View chart
Johnson & Johnson Common Stock (JNJ)	1.1	$1.9M		13k	146.16	View chart
Kraneshares Csi China Internet Etf Uit Exchange Traded (KWEB)	1.1	$1.7M	+2%	64k	27.02	View chart
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EEM)	1.1	$1.7M		40k	42.59	View chart
Ishares China Large Cap Etf Uit Exchange Traded (FXI)	0.9	$1.5M		59k	25.99	View chart
Exxon Mobil Corp Common Stock (XOM)	0.9	$1.5M	-2%	13k	115.12	View chart
J P Morgan Chase & Co Common Stock (JPM)	0.8	$1.4M		6.8k	202.26	View chart
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)	0.8	$1.4M	+170766%	5.1k	267.51	View chart
Morgan Stanley Common Stock (MS)	0.7	$1.2M		12k	97.19	View chart
Bristol-myers Squibb Common Stock (BMY)	0.7	$1.2M		28k	41.53	View chart
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)	0.7	$1.2M	-50%	27k	43.76	View chart
Wisdomtree India Earnings Etf Uit Exchange Traded (EPI)	0.7	$1.2M		24k	48.28	View chart
Ishares Msci Germany Etf Uit Exchange Traded (EWG)	0.7	$1.1M		37k	30.62	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.7	$1.1M	+5%	6.2k	183.41	View chart
Spdr S&p 500 Etf Uit Exchange Traded (SPY)	0.7	$1.1M		2.1k	544.22	View chart
Meta Platforms Inc Class A Common Stock (META)	0.7	$1.1M		2.2k	504.22	View chart
Ishares Russell Mid Cap Value Etf Uit Exchange Traded (IWS)	0.7	$1.1M		8.9k	120.74	View chart
Clorox Common Stock (CLX)	0.6	$1.0M		7.6k	136.47	View chart
Ishares Select Dividend Etf Uit Exchange Traded (DVY)	0.6	$1.0M		8.5k	120.98	View chart
Invsc Qqq Trust Srs 1 Etf Iv Uit Exchange Traded (QQQ)	0.6	$994k		2.1k	479.11	View chart
Ishares Msci Eafe Etf Uit Exchange Traded (EFA)	0.6	$982k		13k	78.33	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.6	$973k	-2%	5.3k	182.14	View chart
Altria Group Common Stock (MO)	0.5	$893k		20k	45.55	View chart
Ishares Core Msci Europeetf Uit Exchange Traded (IEUR)	0.5	$857k		15k	56.95	View chart
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)	0.5	$739k		15k	49.42	View chart
Zillow Group Common Stock (Z)	0.4	$708k	-10%	15k	46.39	View chart
Ishares Russell 2000 Etf Uit Exchange Traded (IWM)	0.4	$704k		3.5k	202.89	View chart
Ge Vernova Common Stock (GEV)	0.4	$695k	NEW	4.1k	171.51	View chart
Ishares Russell Mid Cap Growth Etf Uit Exchange Traded (IWP)	0.4	$662k		6.0k	110.35	View chart
A T & T Common Stock (T)	0.4	$608k		32k	19.11	View chart
Select Str Financial Select Spdr Etf Uit Exchange Traded (XLF)	0.4	$598k		15k	41.11	View chart
Goldman Sachs Group Common Stock (GS)	0.4	$574k		1.3k	452.32	View chart
General Mills Common Stock (GIS)	0.3	$526k		8.3k	63.26	View chart
Vanguard Growth Etf Uit Exchange Traded (VUG)	0.3	$525k		1.4k	374.01	View chart
Abbvie Common Stock (ABBV)	0.3	$524k		3.1k	171.52	View chart
Proshares Ultrapro Qqq Etf Uit Exchange Traded (TQQQ)	0.3	$524k		7.1k	73.82	View chart
Direxion Daily Small Capbull 3x Etf Uit Exchange Traded (TNA)	0.3	$521k	+7%	14k	36.67	View chart
Ishares Gold Etf Uit Exchange Traded (IAU)	0.3	$467k		11k	43.93	View chart
Merck & Co Common Stock (MRK)	0.3	$467k	+7%	3.8k	123.80	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.3	$458k	+2%	1.1k	406.80	View chart
3M Common Stock (MMM)	0.3	$436k		4.3k	102.19	View chart
Emerson Electric Common Stock (EMR)	0.3	$434k		3.9k	110.16	View chart
Spdr S&p Regional Banking Etf Uit Exchange Traded (KRE)	0.3	$433k		8.8k	49.10	View chart
Ge Healthcare Technologi Common Stock (GEHC)	0.3	$416k		5.3k	77.92	View chart
Wisdomtree Intl Smallcp Dividend Etf Uit Exchange Traded (DLS)	0.3	$411k		6.5k	63.44	View chart
Walt Disney Common Stock (DIS)	0.3	$409k	-2%	4.1k	99.29	View chart
Kb Home Common Stock (KBH)	0.2	$398k		5.7k	70.18	View chart
Ishares Msci Brazil Etf Uit Exchange Traded (EWZ)	0.2	$392k		14k	27.33	View chart
St Joe Common Stock (JOE)	0.2	$377k	+7%	6.9k	54.70	View chart
Charles Schwab Corp Common Stock (SCHW)	0.2	$369k		5.0k	73.69	View chart
Ishares Msci Japan Etf Uit Exchange Traded (EWJ)	0.2	$364k		5.3k	68.24	View chart
The Coca-cola Common Stock (KO)	0.2	$356k		5.6k	63.65	View chart
Starbucks Corp Common Stock (SBUX)	0.2	$350k	+3%	4.5k	77.85	View chart
Deere & Co Common Stock (DE)	0.2	$339k	+28%	906.00	373.63	View chart
Ishares Us Regional Banks Etf Uit Exchange Traded (IAT)	0.2	$331k		8.0k	41.46	View chart
Direxion Daily Googl Bull 2x Etf Uit Exchange Traded (GGLL)	0.2	$330k		7.0k	47.17	View chart
Direxion Daily Financialbull 3x Etf Uit Exchange Traded (FAS)	0.2	$323k		3.2k	100.99	View chart
Ishares India 50 Etf Uit Exchange Traded (INDY)	0.2	$322k		6.0k	53.66	View chart
Ishares Msci Netherlandsetf Uit Exchange Traded (EWN)	0.2	$313k		6.2k	50.23	View chart
Pnc Finl Services Common Stock (PNC)	0.2	$313k		2.0k	155.48	View chart
Direxion Dly Ftse Chna Bul 3x Etf Uit Exchange Traded (YINN)	0.2	$308k	-36%	14k	22.36	View chart
Ishares Us Real Estate Etf Uit Exchange Traded (IYR)	0.2	$304k		3.5k	87.74	View chart
Intuitive Surgical Common Stock (ISRG)	0.2	$300k		675.00	444.85	View chart
Energy Select Sector Spdr Etf Uit Exchange Traded (XLE)	0.2	$284k		3.1k	91.15	View chart
Spdr S&p Biotech Etf Uit Exchange Traded (XBI)	0.2	$278k	+200%	3.0k	92.71	View chart
Porch Group Common Stock (PRCH)	0.2	$273k		181k	1.51	View chart
Uber Technologies Common Stock (UBER)	0.2	$271k		3.7k	72.68	View chart
Alibaba Group Hldg Ltd Fsponsored Adr 1 Adr Reps 8 Ord American Depository (BABA)	0.2	$265k		3.7k	72.00	View chart
Kimberly Clark Corp Common Stock (KMB)	0.2	$261k		1.9k	138.20	View chart
Genuine Parts Common Stock (GPC)	0.1	$241k		1.7k	138.32	View chart
Waters Corp Common Stock (WAT)	0.1	$236k		815.00	290.12	View chart
Becton Dickinson&co Common Stock (BDX)	0.1	$234k		1.0k	233.71	View chart
Spdr Gold Shares Etf Uit Exchange Traded (GLD)	0.1	$229k	-8%	1.1k	215.01	View chart
Ishares Msci Sweden Etf Uit Exchange Traded (EWD)	0.1	$229k		5.7k	40.25	View chart
Adma Biologics Common Stock (ADMA)	0.1	$228k	+32%	20k	11.18	View chart
Wisdomtree Internationaleqy Etf Uit Exchange Traded (DWM)	0.1	$220k		4.1k	53.72	View chart
Vanguard Information Technology Etf Uit Exchange Traded (VGT)	0.1	$217k		377.00	576.59	View chart
Ishares Tips Bond Etf Uit Exchange Traded (TIP)	0.1	$198k		1.9k	106.78	View chart
Vanguard Consumer Discretionary Etf Uit Exchange Traded (VCR)	0.1	$163k		521.00	312.33	View chart
Direxion Dly Rgnl Bnk Bul 3x Etf Uit Exchange Traded (DPST)	0.1	$155k	+7%	2.2k	70.23	View chart
Vanguard Industrials Etf Uit Exchange Traded (VIS)	0.1	$141k		600.00	235.22	View chart
Bausch Health Cos Inc F Foreign Canadian (BHC)	0.1	$139k	+5%	20k	6.97	View chart
Ishares Russell 1000 Growth Etf Uit Exchange Traded (IWF)	0.1	$132k	NEW	362.00	364.51	View chart
Sana Biotechnology Common Stock (SANA)	0.1	$129k		24k	5.46	View chart
Vanguard Financials Etf Uit Exchange Traded (VFH)	0.1	$122k		1.2k	99.88	View chart
Wisdomtree Us Midcap Dividend Etf Uit Exchange Traded (DON)	0.1	$119k		2.6k	46.77	View chart
Ishares Biotechnology Etf Uit Exchange Traded (IBB)	0.1	$107k		780.00	137.26	View chart
Ishares Msci Australia Etf Uit Exchange Traded (EWA)	0.1	$103k	-50%	4.2k	24.43	View chart
Ishares Msci Hong Kong Etf Uit Exchange Traded (EWH)	0.1	$96k		6.2k	15.30	View chart
Ishares Core S&p Us Growth Etf Uit Exchange Traded (IUSG)	0.1	$94k	NEW	734.00	127.48	View chart
Ishares Msci Canada Etf Uit Exchange Traded (EWC)	0.1	$92k		2.5k	37.09	View chart
Wisdomtree Us Smallcap Dividend Etf Uit Exchange Traded (DES)	0.1	$89k		2.9k	31.15	View chart
Ishares Core Msci Emerging Etf Uit Exchange Traded (IEMG)	0.0	$66k		1.2k	53.53	View chart
Ishares Iboxx Invt Gradebond Etf Uit Exchange Traded (LQD)	0.0	$60k	NEW	562.00	107.12	View chart
Real Estate Select Sctr Spdr Etf Uit Exchange Traded (XLRE)	0.0	$53k		1.4k	38.41	View chart
Blackberry Ltd F Foreign Canadian (BB)	0.0	$50k	NEW	20k	2.48	View chart
Clover Health Invts Co Fclass A Foreign Ordinaries (CLOV)	0.0	$38k	+96%	31k	1.23	View chart
Ambev S A Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ABEV)	0.0	$33k		16k	2.05	View chart
Ishares Us Industrials Etf Uit Exchange Traded (IYJ)	0.0	$28k		235.00	119.44	View chart
Ishares Iboxx High Yieldbond Etf Uit Exchange Traded (HYG)	0.0	$28k	NEW	362.00	77.14	View chart
Ishares Preferred Incomesec Etf Uit Exchange Traded (PFF)	0.0	$27k	NEW	859.00	31.55	View chart
Wisdomtree Emrg Mrkt Hg Div Etf Uit Exchange Traded (DEM)	0.0	$25k	-72%	580.00	43.31	View chart
Ishares Msci South Africa Etf Uit Exchange Traded (EZA)	0.0	$23k		540.00	43.32	View chart
Ishares Core S&p Us Value Etf Uit Exchange Traded (IUSV)	0.0	$16k		180.00	88.13	View chart
Ishares S&p Small Cap 600 Etf Uit Exchange Traded (IJS)	0.0	$15k		150.00	97.27	View chart
Spdr S&p Bank Etf Uit Exchange Traded (KBE)	0.0	$13k		275.00	46.39	View chart
Ishares National Muni Bond Etf Uit Exchange Traded (MUB)	0.0	$11k		100.00	106.55	View chart
Ishares Msci Israel Etf Uit Exchange Traded (EIS)	0.0	$9.7k		160.00	60.71	View chart
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)	0.0	$7.3k		142.00	51.26	View chart
Spdr Fund Materials Select Sectr Etf Uit Exchange Traded (XLB)	0.0	$5.3k		60.00	88.32	View chart
Ishares Short Term Ntnl Mun Bnd Etf Uit Exchange Traded (SUB)	0.0	$5.2k		50.00	104.56	View chart
Vanguard Ftse Europe Etf Uit Exchange Traded (VGK)	0.0	$3.3k	NEW	50.00	66.78	View chart
Wisdomtree Intl Midcap Dividend Etf Uit Exchange Traded (DIM)	0.0	$3.0k	NEW	50.00	60.60	View chart
Vanguard Mid Cap Etf Uit Exchange Traded (VO)	0.0	$2.2k		9.00	242.11	View chart
Ishares Us Healthcare Etf Uit Exchange Traded (IYH)	0.0	$1.2k		20.00	61.25	View chart
Ishares Global Clean Energy Etf Uit Exchange Traded (ICLN)	0.0	$125.000100	-99%	9.00	13.89	View chart
Ishares Msci South Koreaetf Uit Exchange Traded (EWY)	0.0	$66.000000		1.00	66.00	View chart

Past Filings by Viewpoint Capital Management

SEC 13F filings are viewable for Viewpoint Capital Management going back to 2021

Viewpoint Capital Management 2024 Q2 filed July 30, 2024
Viewpoint Capital Management 2024 Q1 filed April 16, 2024
Viewpoint Capital Management 2023 Q4 filed Jan. 30, 2024
Viewpoint Capital Management 2023 Q3 filed Oct. 26, 2023
Viewpoint Capital Management 2023 Q2 filed Aug. 10, 2023
Viewpoint Capital Management 2023 Q1 filed May 12, 2023
Viewpoint Capital Management 2022 Q4 filed Feb. 14, 2023
Viewpoint Capital Management 2022 Q3 filed Nov. 10, 2022
Viewpoint Capital Management 2022 Q2 filed Aug. 11, 2022
Viewpoint Capital Management 2022 Q1 filed May 10, 2022
Viewpoint Capital Management 2021 Q4 filed Feb. 14, 2022

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