Viewpoint Capital Management LLC Top Holdings and 13F Report (2025) About Viewpoint Capital Management LLCInvestment ActivityViewpoint Capital Management LLC has $190.43 million in total holdings as of December 31, 2024.Viewpoint Capital Management LLC owns shares of 136 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 3.32% of the portfolio was purchased this quarter.About 0.51% of the portfolio was sold this quarter.This quarter, Viewpoint Capital Management LLC has purchased 140 new stocks and bought additional shares in 40 stocks.Viewpoint Capital Management LLC sold shares of 18 stocks and completely divested from 6 stocks this quarter.Largest Holdings Amazon.com $27,463,605Vanguard S&P 500 ETF $9,783,712NVIDIA $9,160,601Tesla $7,451,491Bank of America $7,248,190 Largest New Holdings this Quarter SPDR S&P Biotech ETF $180,120 HoldingNIO $130,800 Holding Largest Purchases this Quarter iShares MSCI EAFE ETF 6,900 shares (about $521.71K)iShares Russell 2000 Value ETF 3,177 shares (about $521.57K)KraneShares CSI China Internet ETF 17,367 shares (about $507.81K)Invesco QQQ 940 shares (about $480.56K)iShares Russell 2000 ETF 2,035 shares (about $449.65K) Largest Sales this Quarter NVIDIA 1,225 shares (about $164.51K)Amazon.com 606 shares (about $132.95K)Zillow Group 1,300 shares (about $96.26K)Vanguard Total Stock Market ETF 272 shares (about $78.87K)Tesla 155 shares (about $62.59K) 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$27,463,605$132,950 ▼-0.5%125,18214.4%Retail/WholesaleVOOVanguard S&P 500 ETF$9,783,712$13,470 ▼-0.1%18,1585.1%ETFNVDANVIDIA$9,160,601$164,505 ▼-1.8%68,2154.8%Computer and TechnologyTSLATesla$7,451,491$62,594 ▼-0.8%18,4523.9%Auto/Tires/TrucksBACBank of America$7,248,190$168,768 ▲2.4%164,9193.8%FinanceIWNiShares Russell 2000 Value ETF$7,023,830$521,567 ▲8.0%42,7843.7%ETFXHBSPDR S&P Homebuilders ETF$5,949,081$371,707 ▲6.7%56,9293.1%ETFMSFTMicrosoft$5,753,097$4,637 ▲0.1%13,6493.0%Computer and TechnologyCATCaterpillar$4,826,522$76,180 ▲1.6%13,3052.5%Industrial ProductsCCitigroup$4,298,013$18,653 ▼-0.4%61,0602.3%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$4,001,648$447,617 ▲12.6%34,9552.1%ETFAAPLApple$3,706,540$4,257 ▲0.1%14,8011.9%Computer and TechnologyPGProcter & Gamble$3,490,024$180,394 ▲5.5%20,8171.8%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$3,312,4600.0%28,7491.7%ETFAIGAmerican International Group$3,135,787$36,400 ▲1.2%43,0741.6%FinanceEUFNiShares MSCI Europe Financials ETF$3,004,934$419 ▲0.0%128,9671.6%ETFISCViShares Morningstar Small-Cap Value ETF$2,923,708$634 ▼0.0%46,1081.5%ETFKWEBKraneShares CSI China Internet ETF$2,791,287$507,812 ▲22.2%95,4611.5%ManufacturingORCLOracle$2,785,427$833 ▲0.0%16,7151.5%Computer and TechnologyGEGeneral Electric$2,725,1820.0%16,3391.4%TransportationHDHome Depot$2,660,6920.0%6,8401.4%Retail/WholesalePEPPepsiCo$2,524,146$148,408 ▲6.2%16,6001.3%Consumer StaplesVBVanguard Small-Cap ETF$2,470,0780.0%10,2801.3%ETFCOSTCostco Wholesale$2,453,771$4,581 ▲0.2%2,6781.3%Retail/WholesaleFXIiShares China Large-Cap ETF$2,249,151$310,488 ▲16.0%73,8881.2%ETFJNJJohnson & Johnson$2,032,000$98,484 ▲5.1%14,0511.1%MedicalBMYBristol-Myers Squibb$1,875,244$145,868 ▲8.4%33,1551.0%MedicalIWMiShares Russell 2000 ETF$1,802,371$449,654 ▲33.2%8,1570.9%FinanceQQQInvesco QQQ$1,772,960$480,560 ▲37.2%3,4680.9%FinanceEEMiShares MSCI Emerging Markets ETF$1,685,179$1,046 ▼-0.1%40,2960.9%FinanceGOOGAlphabet$1,677,326$307,548 ▲22.5%8,8080.9%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,637,335$521,709 ▲46.8%21,6550.9%FinanceJPMJPMorgan Chase & Co.$1,632,452$1,438 ▲0.1%6,8100.9%FinanceCLXClorox$1,565,995$207,890 ▲15.3%9,6420.8%Consumer StaplesMSMorgan Stanley$1,548,7450.0%12,3190.8%FinanceXOMExxon Mobil$1,390,773$7,207 ▼-0.5%12,9290.7%Oils/EnergyGE VERNOVA INC$1,338,087$3,289 ▲0.2%4,0680.7%COMEWGiShares MSCI Germany ETF$1,300,0380.0%40,8560.7%ETFMETAMeta Platforms$1,273,490$9,954 ▲0.8%2,1750.7%Computer and TechnologyDVYiShares Select Dividend ETF$1,267,940$5,908 ▲0.5%9,6580.7%ETFMOAltria Group$1,217,348$195,876 ▲19.2%23,2810.6%Consumer StaplesSPYSPDR S&P 500 ETF Trust$1,212,604$5,275 ▲0.4%2,0690.6%FinanceVWOVanguard FTSE Emerging Markets ETF$1,181,197$14,225 ▼-1.2%26,8210.6%ETFIWSiShares Russell Mid-Cap Value ETF$1,143,236$5,174 ▼-0.5%8,8390.6%ETFEPIWisdomTree India Earnings Fund$1,085,2120.0%23,9720.6%FinanceGOOGLAlphabet$1,020,099$946 ▲0.1%5,3890.5%Computer and TechnologyTAT&T$1,006,016$155,541 ▲18.3%44,1820.5%Computer and TechnologyZZillow Group$911,111$96,265 ▼-9.6%12,3040.5%FinancePRCHPorch Group$909,708$7,380 ▲0.8%184,9000.5%Computer and TechnologyIEURiShares Core MSCI Europe ETF$866,3790.0%16,0500.5%ETFIWPiShares Russell Mid-Cap Growth ETF$760,5000.0%6,0000.4%ETFVEAVanguard FTSE Developed Markets ETF$750,439$50,259 ▼-6.3%15,6930.4%ETFGSThe Goldman Sachs Group$728,373$1,145 ▲0.2%1,2720.4%FinanceXLFFinancial Select Sector SPDR Fund$702,8150.0%14,5420.4%ETFTNADirexion Daily Small Cap Bull 3X Shares$661,7040.0%15,8000.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$656,771$337,341 ▲105.6%12,5770.3%ETFGISGeneral Mills$609,896$71,422 ▲13.3%9,5640.3%Consumer StaplesYINNDirexion Daily FTSE China Bull 3X Shares$580,593$195,580 ▲50.8%20,7800.3%ETFVUGVanguard Growth ETF$577,079$410 ▲0.1%1,4060.3%ETFTQQQProShares UltraPro QQQ$561,8230.0%7,1000.3%ETFMMM3M$550,4400.0%4,2640.3%Multi-Sector ConglomeratesABBVAbbVie$543,2290.0%3,0570.3%MedicalIAUiShares Gold Trust$533,569$6,832 ▲1.3%10,7770.3%FinanceKRESPDR S&P Regional Banking ETF$531,6840.0%8,8100.3%ETFBRK.BBerkshire Hathaway$510,3930.0%1,1260.3%FinanceEMREmerson Electric$487,6650.0%3,9350.3%Industrial ProductsFASDirexion Daily Financial Bull 3X Shares$483,1360.0%3,2000.3%FinanceDISWalt Disney$453,0830.0%4,0690.2%Consumer DiscretionaryDLSWisdomTree International SmallCap Dividend Fund$407,3490.0%6,4710.2%FinanceGEHCGE HealthCare Technologies$407,242$7,349 ▼-1.8%5,2090.2%MedicalIATiShares U.S. Regional Banks ETF$402,4770.0%7,9920.2%ETFSBUXStarbucks$398,489$913 ▼-0.2%4,3670.2%Retail/WholesalePNCThe PNC Financial Services Group$387,6290.0%2,0100.2%FinanceDEDeere & Company$383,8720.0%9060.2%Industrial ProductsMRKMerck & Co., Inc.$375,0400.0%3,7700.2%MedicalKBHKB Home$372,6320.0%5,6700.2%ConstructionSCHWCharles Schwab$370,0500.0%5,0000.2%FinanceEWJiShares MSCI Japan ETF$354,422$3,019 ▼-0.8%5,2820.2%ETFISRGIntuitive Surgical$352,3230.0%6750.2%MedicalKOCoca-Cola$348,630$311 ▲0.1%5,6000.2%Consumer StaplesEWZiShares MSCI Brazil ETF$322,4560.0%14,3250.2%ETFIYRiShares U.S. Real Estate ETF$322,0810.0%3,4610.2%ETFGGLLDirexion Daily GOOGL Bull 2X Shares$320,1100.0%7,0000.2%ETFBABAAlibaba Group$317,878$6,359 ▲2.0%3,7490.2%Retail/WholesaleJOESt. Joe$309,2980.0%6,8840.2%FinanceINDYiShares India 50 ETF$305,2940.0%6,0050.2%ManufacturingWATWaters$302,3490.0%8150.2%MedicalEWNiShares MSCI Netherlands ETF$276,8170.0%6,2220.1%ETFXLEEnergy Select Sector SPDR Fund$267,2590.0%3,1200.1%ETFGLDSPDR Gold Shares$260,290$2,421 ▲0.9%1,0750.1%FinanceKMBKimberly-Clark$247,6660.0%1,8900.1%Consumer StaplesDPSTDirexion Daily Regional Banks Bull 3x Shares$241,6700.0%2,2000.1%ETFVGTVanguard Information Technology ETF$234,4190.0%3770.1%ETFBDXBecton, Dickinson and Company$226,8700.0%1,0000.1%MedicalUBERUber Technologies$224,9330.0%3,7290.1%Computer and TechnologyDWMWisdomTree International Equity Fund$216,0500.0%4,1000.1%FinanceEWDiShares MSCI Sweden ETF$211,9970.0%5,6790.1%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$210,2500.0%5,0000.1%ETFGPCGenuine Parts$203,1620.0%1,7400.1%Retail/WholesaleEWAiShares MSCI Australia ETF$202,6910.0%8,4950.1%FinanceShowing 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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