Viewpoint Capital Management LLC Top Holdings and 13F Report (2024) About Viewpoint Capital Management LLCInvestment ActivityViewpoint Capital Management LLC has $178.88 million in total holdings as of September 30, 2024.Viewpoint Capital Management LLC owns shares of 140 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 3.53% of the portfolio was purchased this quarter.About 1.27% of the portfolio was sold this quarter.This quarter, Viewpoint Capital Management LLC has purchased 139 new stocks and bought additional shares in 37 stocks.Viewpoint Capital Management LLC sold shares of 19 stocks and completely divested from 5 stocks this quarter.Largest Holdings Amazon.com $23,644,307Vanguard S&P 500 ETF $9,552,985NVIDIA $8,430,024SPDR S&P Homebuilders ETF $6,632,538iShares Russell 2000 Value ETF $6,589,490 Largest New Holdings this Quarter Verizon Communications $216,173 HoldingiShares ESG Aware MSCI USA Small-Cap ETF $208,750 HoldingVanguard Value ETF $68,536 HoldingiShares MSCI EAFE Growth ETF $29,673 HoldingSPDR Portfolio Aggregate Bond ETF $105 Holding Largest Purchases this Quarter iShares Russell 2000 Value ETF 4,353 shares (about $724.22K)iShares Russell 2000 ETF 2,650 shares (about $583.87K)Amazon.com 2,876 shares (about $540.60K)KraneShares CSI China Internet ETF 14,175 shares (about $480.96K)SPDR S&P Homebuilders ETF 3,615 shares (about $449.24K) Largest Sales this Quarter Vanguard Total Stock Market ETF 4,559 shares (about $1.29M)Zillow Group 1,660 shares (about $108.70K)iShares Core S&P U.S. Growth ETF 502 shares (about $65.82K)NVIDIA 374 shares (about $45.40K)Citigroup 660 shares (about $40.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofViewpoint Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$23,644,307$540,600 ▲2.3%125,78813.2%Retail/WholesaleVOOVanguard S&P 500 ETF$9,552,985$18,914 ▲0.2%18,1835.3%ETFNVDANVIDIA$8,430,024$45,404 ▼-0.5%69,4404.7%Computer and TechnologyXHBSPDR S&P Homebuilders ETF$6,632,538$449,236 ▲7.3%53,3723.7%ETFIWNiShares Russell 2000 Value ETF$6,589,490$724,217 ▲12.3%39,6073.7%ETFBACBank of America$6,346,513$78,012 ▲1.2%161,0793.5%FinanceMSFTMicrosoft$5,837,296$856 ▲0.0%13,6383.3%Computer and TechnologyCATCaterpillar$5,121,193$121,235 ▲2.4%13,0952.9%Industrial ProductsTSLATesla$4,846,273$22,920 ▲0.5%18,6072.7%Auto/Tires/TrucksVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,909,807$429,833 ▲12.4%31,0452.2%ETFCCitigroup$3,794,178$40,834 ▼-1.1%61,3252.1%FinancePGProcter & Gamble$3,426,116$86,950 ▲2.6%19,7411.9%Consumer StaplesAAPLApple$3,367,659$911 ▼0.0%14,7841.9%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$3,350,9830.0%28,7491.9%ETFEUFNiShares MSCI Europe Financials ETF$3,213,4020.0%128,9491.8%ETFAIGAmerican International Group$3,122,377$22,002 ▼-0.7%42,5741.7%FinanceGEGeneral Electric$3,028,924$4,635 ▲0.2%16,3391.7%TransportationISCViShares Morningstar Small-Cap Value ETF$2,917,425$633 ▼0.0%46,1181.6%ETFORCLOracle$2,819,6450.0%16,7101.6%Computer and TechnologyHDHome Depot$2,732,785$11,986 ▼-0.4%6,8401.5%Retail/WholesalePEPPepsiCo$2,656,001$112,197 ▲4.4%15,6241.5%Consumer StaplesKWEBKraneShares CSI China Internet ETF$2,649,738$480,959 ▲22.2%78,0941.5%ManufacturingVBVanguard Small-Cap ETF$2,437,1820.0%10,2801.4%ETFCOSTCostco Wholesale$2,367,262$8,856 ▼-0.4%2,6731.3%Retail/WholesaleJNJJohnson & Johnson$2,157,877$100,227 ▲4.9%13,3701.2%MedicalFXIiShares China Large-Cap ETF$2,048,843$154,416 ▲8.2%63,6881.1%ETFEEMiShares MSCI Emerging Markets ETF$1,879,362$1,398 ▼-0.1%40,3211.1%FinanceBMYBristol-Myers Squibb$1,556,620$112,256 ▲7.8%30,5760.9%MedicalXOMExxon Mobil$1,505,197$20,848 ▼-1.4%12,9960.8%Oils/EnergyJPMJPMorgan Chase & Co.$1,432,2420.0%6,8040.8%FinanceEWGiShares MSCI Germany ETF$1,386,244$115,701 ▲9.1%40,8560.8%ETFCLXClorox$1,366,449$132,527 ▲10.7%8,3620.8%Consumer StaplesIWMiShares Russell 2000 ETF$1,348,860$583,874 ▲76.3%6,1220.8%FinanceVWOVanguard FTSE Emerging Markets ETF$1,309,698$26,007 ▲2.0%27,1440.7%ETFDVYiShares Select Dividend ETF$1,295,268$149,967 ▲13.1%9,6130.7%ETFMSMorgan Stanley$1,282,5310.0%12,3190.7%FinanceEFAiShares MSCI EAFE ETF$1,238,240$185,883 ▲17.7%14,7550.7%FinanceQQQInvesco QQQ$1,230,504$220,498 ▲21.8%2,5280.7%FinanceMETAMeta Platforms$1,224,363$1,702 ▲0.1%2,1580.7%Computer and TechnologyEPIWisdomTree India Earnings Fund$1,218,2570.0%23,9720.7%FinanceGOOGAlphabet$1,188,870$167,265 ▲16.4%7,1930.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,177,228$2,857 ▼-0.2%2,0600.7%FinanceIWSiShares Russell Mid-Cap Value ETF$1,172,0280.0%8,8790.7%ETFGE VERNOVA INC$1,013,932$1,249 ▲0.1%4,0580.6%COMMOAltria Group$997,265$3,625 ▼-0.4%19,5350.6%Consumer StaplesIEURiShares Core MSCI Europe ETF$986,915$61,490 ▲6.6%16,0500.6%ETFZZillow Group$890,790$108,697 ▼-10.9%13,6040.5%FinanceVEAVanguard FTSE Developed Markets ETF$887,097$95,258 ▲12.0%16,7440.5%ETFGOOGLAlphabet$882,669$6,558 ▲0.7%5,3840.5%Computer and TechnologyTAT&T$817,981$120,734 ▲17.3%37,3510.5%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$703,4400.0%6,0000.4%ETFTNADirexion Daily Small Cap Bull 3X Shares$694,568$70,336 ▲11.3%15,8000.4%ETFXLFFinancial Select Sector SPDR Fund$656,5710.0%14,5420.4%ETFGSThe Goldman Sachs Group$633,1080.0%1,2700.4%FinanceGISGeneral Mills$628,065$9,669 ▲1.6%8,4440.4%Consumer StaplesABBVAbbVie$595,4730.0%3,0570.3%MedicalMMM3M$585,4470.0%4,2640.3%Multi-Sector ConglomeratesVUGVanguard Growth ETF$537,160$765 ▲0.1%1,4050.3%ETFIAUiShares Gold Trust$532,9080.0%10,6390.3%FinanceYINNDirexion Daily FTSE China Bull 3X Shares$528,1870.0%13,7800.3%ETFBRK.BBerkshire Hathaway$515,1110.0%1,1260.3%FinanceTQQQProShares UltraPro QQQ$510,7030.0%7,1000.3%ETFKRESPDR S&P Regional Banking ETF$492,6550.0%8,8100.3%ETFGEHCGE HealthCare Technologies$487,825$3,772 ▼-0.8%5,3030.3%MedicalKBHKB Home$487,2800.0%5,6700.3%ConstructionDLSWisdomTree International SmallCap Dividend Fund$446,3050.0%6,4710.2%FinanceEMREmerson Electric$429,7810.0%3,9350.2%Industrial ProductsMRKMerck & Co., Inc.$428,6110.0%3,7700.2%MedicalSBUXStarbucks$426,145$11,196 ▼-2.6%4,3770.2%Retail/WholesaleEWZiShares MSCI Brazil ETF$425,8820.0%14,3250.2%ETFFASDirexion Daily Financial Bull 3X Shares$410,9760.0%3,2000.2%FinanceJOESt. Joe$406,4310.0%6,8840.2%FinanceKOCoca-Cola$401,679$144 ▲0.0%5,5950.2%Consumer StaplesBABAAlibaba Group$394,3300.0%3,6740.2%Retail/WholesaleDISWalt Disney$390,665$4,801 ▼-1.2%4,0690.2%Consumer DiscretionaryDEDeere & Company$378,7080.0%9060.2%Industrial ProductsEWJiShares MSCI Japan ETF$378,6430.0%5,3270.2%ETFIATiShares U.S. Regional Banks ETF$376,0240.0%7,9920.2%ETFPNCThe PNC Financial Services Group$367,9710.0%2,0100.2%FinanceIEMGiShares Core MSCI Emerging Markets ETF$356,132$283,939 ▲393.3%6,1170.2%ETFIYRiShares U.S. Real Estate ETF$350,0800.0%3,4610.2%ETFINDYiShares India 50 ETF$342,4050.0%6,0050.2%ManufacturingISRGIntuitive Surgical$323,4470.0%6750.2%MedicalSCHWCharles Schwab$322,1000.0%5,0000.2%FinanceEWNiShares MSCI Netherlands ETF$318,6290.0%6,2220.2%ETFPRCHPorch Group$308,112$4,032 ▲1.3%183,4000.2%Computer and TechnologyWATWaters$291,2240.0%8150.2%MedicalUBERUber Technologies$282,4720.0%3,7290.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$272,0330.0%3,1200.2%ETFKMBKimberly-Clark$269,4010.0%1,8900.2%Consumer StaplesGLDSPDR Gold Shares$260,9460.0%1,0650.1%FinanceGGLLDirexion Daily GOOGL Bull 2X Shares$254,8000.0%7,0000.1%ETFEWDiShares MSCI Sweden ETF$248,1720.0%5,6790.1%FinanceGPCGenuine Parts$245,7580.0%1,7400.1%Retail/WholesaleBDXBecton, Dickinson and Company$241,5100.0%1,0000.1%MedicalDWMWisdomTree International Equity Fund$237,3490.0%4,1000.1%FinanceEWAiShares MSCI Australia ETF$229,790$116,315 ▲102.5%8,4950.1%FinanceVGTVanguard Information Technology ETF$220,5300.0%3770.1%ETFVZVerizon Communications$216,173$216,173 ▲New Holding4,8160.1%Computer and TechnologyDPSTDirexion Daily Regional Banks Bull 3x Shares$211,6620.0%2,2000.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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