Viewpoint Capital Management

Viewpoint Capital Management as of March 31, 2025

Portfolio Holdings for Viewpoint Capital Management

Viewpoint Capital Management holds 140 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 12.7 $24M 124k 190.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.4 $10M 19k 513.91
NVIDIA Corporation (NVDA) 3.9 $7.2M 67k 108.38
Bank of America Corporation (BAC) 3.7 $6.9M 165k 41.73
Ishares Tr Rus 2000 Val Etf (IWN) 3.7 $6.9M 46k 150.98
Spdr Ser Tr S&p Homebuild (XHB) 3.0 $5.6M 58k 96.90
Microsoft Corporation (MSFT) 2.8 $5.1M 14k 375.39
Tesla Motors (TSLA) 2.6 $4.8M 18k 259.15
Caterpillar (CAT) 2.4 $4.5M 14k 329.80
Citigroup Com New (C) 2.4 $4.4M 62k 70.99
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.3 $4.3M 37k 115.60
Kraneshares Trust Csi Chi Internet (KWEB) 2.0 $3.8M 108k 34.91
American Intl Group Com New (AIG) 2.0 $3.7M 42k 86.94
Procter & Gamble Company (PG) 1.9 $3.6M 21k 170.42
Ishares Tr Msci Euro Fl Etf (EUFN) 1.9 $3.6M 125k 28.49
Ge Aerospace Com New (GE) 1.8 $3.3M 16k 200.15
Apple (AAPL) 1.7 $3.2M 14k 222.13
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $3.0M 28k 104.57
Ishares Tr China Lg-cap Etf (FXI) 1.5 $2.8M 77k 35.84
Ishares Tr Mrning Sm Cp Etf (ISCV) 1.4 $2.7M 45k 59.30
Pepsi (PEP) 1.4 $2.6M 17k 149.94
Costco Wholesale Corporation (COST) 1.4 $2.5M 2.7k 945.78
Home Depot (HD) 1.3 $2.5M 6.8k 366.49
Johnson & Johnson (JNJ) 1.3 $2.4M 14k 165.84
Oracle Corporation (ORCL) 1.3 $2.3M 17k 139.81
Vanguard Index Fds Small Cp Etf (VB) 1.2 $2.3M 10k 221.75
Bristol Myers Squibb (BMY) 1.1 $2.1M 34k 60.99
Ishares Tr Russell 2000 Etf (IWM) 1.1 $2.0M 9.9k 199.49
Ishares Tr Msci Eafe Etf (EFA) 1.0 $1.9M 24k 81.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $1.8M 3.9k 468.92
Ishares Tr Msci Emg Mkt Etf (EEM) 1.0 $1.8M 41k 43.70
JPMorgan Chase & Co. (JPM) 0.9 $1.6M 6.7k 245.30
Ishares Msci Germany Etf (EWG) 0.9 $1.6M 43k 37.08
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.6M 9.9k 156.22
Exxon Mobil Corporation (XOM) 0.8 $1.5M 13k 118.93
Porch Group (PRCH) 0.8 $1.5M 205k 7.29
Altria (MO) 0.8 $1.5M 25k 60.02
Clorox Company (CLX) 0.8 $1.5M 10k 147.25
Morgan Stanley Com New (MS) 0.8 $1.4M 12k 116.67
At&t (T) 0.7 $1.3M 47k 28.28
Ishares Tr Select Divid Etf (DVY) 0.7 $1.3M 9.7k 134.29
Meta Platforms Cl A (META) 0.7 $1.2M 2.2k 576.39
Ge Vernova (GEV) 0.7 $1.2M 4.0k 305.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $1.2M 27k 45.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.2M 2.1k 559.39
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $1.1M 8.4k 125.97
Wisdomtree Tr India Erngs Fd (EPI) 0.6 $1.0M 24k 43.71
Ishares Tr Core Msci Euro (IEUR) 0.5 $997k 17k 60.15
Direxion Shs Etf Tr Dl Ftse Bull 3x (YINN) 0.5 $862k 21k 41.47
Alphabet Cap Stk Cl A (GOOGL) 0.4 $806k 5.2k 154.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $798k 16k 50.83
Ishares Core Msci Emkt (IEMG) 0.4 $789k 15k 53.97
Zillow Group Cl C Cap Stk (Z) 0.4 $767k 11k 68.56
Select Sector Spdr Tr Financial (XLF) 0.4 $709k 14k 49.81
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $705k 6.0k 117.49
Goldman Sachs (GS) 0.4 $678k 1.2k 546.37
Abbvie (ABBV) 0.3 $641k 3.1k 209.52
3M Company (MMM) 0.3 $611k 4.2k 146.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $600k 1.1k 532.58
Spdr Ser Tr S&p Biotech (XBI) 0.3 $568k 7.0k 81.10
Ishares Gold Tr Ishares New (IAU) 0.3 $561k 9.5k 58.96
General Mills (GIS) 0.3 $560k 9.4k 59.79
Celsius Hldgs Com New (CELH) 0.3 $534k 15k 35.62
Vanguard Index Fds Growth Etf (VUG) 0.3 $521k 1.4k 370.82
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $515k 3.9k 132.23
Direxion Shs Etf Tr Dly Fin Bull New (FAS) 0.3 $506k 3.2k 158.13
Spdr Ser Tr S&p Regl Bkg (KRE) 0.3 $478k 8.4k 56.85
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.2 $462k 16k 29.26
Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $427k 6.5k 66.00
Deere & Company (DE) 0.2 $425k 906.00 469.35
Starbucks Corporation (SBUX) 0.2 $424k 4.3k 98.09
Emerson Electric (EMR) 0.2 $416k 3.8k 109.64
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $410k 5.1k 80.71
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $407k 7.1k 57.30
Coca-Cola Company (KO) 0.2 $401k 5.6k 71.61
Walt Disney Company (DIS) 0.2 $401k 4.1k 98.70
Charles Schwab Corporation (SCHW) 0.2 $391k 5.0k 78.28
Ishares Tr Us Regnl Bks Etf (IAT) 0.2 $373k 8.0k 46.63
Ishares Msci Brazil Etf (EWZ) 0.2 $370k 14k 25.85
Ishares Msci Jpn Etf New (EWJ) 0.2 $362k 5.3k 68.56
PNC Financial Services (PNC) 0.2 $353k 2.0k 175.77
St. Joe Company (JOE) 0.2 $347k 7.4k 46.95
Merck & Co (MRK) 0.2 $340k 3.8k 89.76
Intuitive Surgical Com New (ISRG) 0.2 $334k 675.00 495.27
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $331k 3.5k 95.75
Ishares Tr India 50 Etf (INDY) 0.2 $305k 6.0k 50.77
Waters Corporation (WAT) 0.2 $300k 815.00 368.57
Select Sector Spdr Tr Energy (XLE) 0.2 $292k 3.1k 93.45
Ishares Msci Netherl Etf (EWN) 0.2 $291k 6.2k 46.73
KB Home (KBH) 0.2 $289k 5.0k 58.12
Spdr Gold Tr Gold Shs (GLD) 0.1 $276k 956.00 288.14
Uber Technologies (UBER) 0.1 $272k 3.7k 72.86
Kimberly-Clark Corporation (KMB) 0.1 $255k 1.8k 142.22
Ishares Msci Sweden Etf (EWD) 0.1 $239k 5.7k 42.08
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $238k 4.1k 58.15
Becton, Dickinson and (BDX) 0.1 $229k 1.0k 229.06
Verizon Communications (VZ) 0.1 $219k 4.8k 45.36
Genuine Parts Company (GPC) 0.1 $207k 1.7k 119.14
Jd.com Spon Ads Cl A (JD) 0.1 $206k 5.0k 41.12
Ishares Tr Tips Bd Etf (TIP) 0.1 $206k 1.9k 111.09
Vanguard World Inf Tech Etf (VGT) 0.1 $205k 377.00 542.38
Quest Diagnostics Incorporated (DGX) 0.1 $203k 1.2k 169.20
International Business Machines (IBM) 0.1 $201k 810.00 248.66
Direxion Shs Etf Tr Daily Googl 2x S (GGLL) 0.1 $201k 7.0k 28.69
Ishares Msci Aust Etf (EWA) 0.1 $199k 8.5k 23.44
Direxion Shs Etf Tr Daily Regional (DPST) 0.1 $191k 2.2k 86.58
Vanguard World Consum Dis Etf (VCR) 0.1 $170k 521.00 325.51
Bausch Health Companies (BHC) 0.1 $155k 24k 6.47
Vanguard World Industrial Etf (VIS) 0.1 $149k 600.00 247.55
Vanguard World Financials Etf (VFH) 0.1 $145k 1.2k 119.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $131k 362.00 361.09
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $126k 2.6k 49.52
Nio Spon Ads (NIO) 0.1 $114k 30k 3.81
Clover Health Investments Com Cl A (CLOV) 0.1 $110k 31k 3.59
Ishares Msci Hong Kg Etf (EWH) 0.1 $109k 6.2k 17.51
Ishares Msci Cda Etf (EWC) 0.1 $101k 2.5k 40.75
Ishares Tr Ishares Biotech (IBB) 0.1 $100k 780.00 127.90
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $91k 2.9k 31.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $81k 295.00 275.01
Blackberry (BB) 0.0 $75k 20k 3.77
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $55k 1.3k 41.85
Sana Biotechnology (SANA) 0.0 $40k 24k 1.68
Ambev Sa Sponsored Adr (ABEV) 0.0 $38k 16k 2.33
Ishares Tr Us Industrials (IYJ) 0.0 $31k 235.00 130.18
Vanguard Index Fds Value Etf (VTV) 0.0 $29k 166.00 172.74
Ishares Msci Sth Afr Etf (EZA) 0.0 $26k 540.00 48.13
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $24k 580.00 42.08
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $17k 180.00 92.29
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $15k 150.00 97.48
Spdr Ser Tr S&p Bk Etf (KBE) 0.0 $15k 275.00 52.96
Ishares Msci Israel Etf (EIS) 0.0 $12k 160.00 74.36
Ishares Tr National Mun Etf (MUB) 0.0 $11k 100.00 105.44
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $7.5k 142.00 52.52
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $5.3k 50.00 105.60
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $5.2k 60.00 85.98
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $3.5k 50.00 70.22
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $2.3k 9.00 258.67
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $1.2k 20.00 60.90
Ishares Msci Sth Kor Etf (EWY) 0.0 $54.000000 1.00 54.00
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $23.000000 2.00 11.50