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Viewpoint Capital Management LLC Top Holdings and 13F Report (2025)

About Viewpoint Capital Management LLC

Investment Activity

  • Viewpoint Capital Management LLC has $203.84 million in total holdings as of June 30, 2025.
  • Viewpoint Capital Management LLC owns shares of 136 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
  • Approximately 0.88% of the portfolio was purchased this quarter.
  • About 2.75% of the portfolio was sold this quarter.
  • This quarter, Viewpoint Capital Management LLC has purchased 140 new stocks and bought additional shares in 21 stocks.
  • Viewpoint Capital Management LLC sold shares of 44 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Amazon.com
$27,045,447
NVIDIA
$10,373,950
Bank of America
$7,801,364

Largest New Holdings this Quarter

69608A108 - PALANTIR TECHNOLOGIES INC
$294,996 Holding
64110L106 - Netflix
$261,130 Holding
46435U663 - iShares ESG Aware MSCI USA Small-Cap ETF
$206,650 Holding
464286822 - iShares MSCI Mexico ETF
$30,280 Holding
464287721 - iShares U.S. Technology ETF
$173 Holding

Largest Purchases this Quarter

Direxion Daily Small Cap Bull 3X Shares
10,000 shares (about $335.40K)
PALANTIR TECHNOLOGIES INC
2,164 shares (about $295.00K)
Netflix
195 shares (about $261.13K)
SPDR S&P Biotech ETF
3,000 shares (about $248.79K)
iShares ESG Aware MSCI USA Small-Cap ETF
5,000 shares (about $206.65K)

Largest Sales this Quarter

Caterpillar
740 shares (about $287.28K)
NVIDIA
1,164 shares (about $183.90K)
Amazon.com
660 shares (about $144.80K)
iShares MSCI EAFE ETF
1,323 shares (about $118.26K)
Deere & Company
220 shares (about $111.87K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofViewpoint Capital Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$27,045,447$144,797 -0.5%123,27613.3%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$11,124,868$99,405 0.9%19,5855.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$10,373,950$183,901 -1.7%65,6625.1%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$7,801,364$23,660 -0.3%164,8643.8%Finance
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$7,156,231$32,340 -0.4%45,3623.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$6,800,298$12,436 0.2%13,6713.3%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$5,912,447$55,907 1.0%18,6132.9%Auto/Tires/Trucks
SPDR S&P Homebuilders ETF stock logo
XHB
SPDR S&P Homebuilders ETF
$5,665,705$50,172 -0.9%57,4792.8%ETF
Citigroup Inc. stock logo
C
Citigroup
$5,234,880$25,536 -0.5%61,5002.6%Financial Services
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$5,040,297$13,439 0.3%37,5052.5%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$4,955,501$287,275 -5.5%12,7652.4%Industrials
GE Aerospace stock logo
GE
GE Aerospace
$4,092,452$100,124 -2.4%15,9002.0%Aerospace
iShares MSCI Europe Financials ETF stock logo
EUFN
iShares MSCI Europe Financials ETF
$3,939,236$7,148 -0.2%124,5411.9%ETF
KraneShares CSI China Internet ETF stock logo
KWEB
KraneShares CSI China Internet ETF
$3,723,990$10,986 0.3%108,4761.8%Manufacturing
Oracle Corporation stock logo
ORCL
Oracle
$3,654,182$219 0.0%16,7141.8%Computer and Technology
American International Group, Inc. stock logo
AIG
American International Group
$3,545,480$85,590 -2.4%41,4241.7%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$3,223,130$111,044 -3.3%20,2311.6%Consumer Staples
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,089,5190.0%28,2691.5%ETF
Apple Inc. stock logo
AAPL
Apple
$2,913,468$205 0.0%14,2001.4%Computer and Technology
iShares Morningstar Small-Cap Value ETF stock logo
ISCV
iShares Morningstar Small-Cap Value ETF
$2,779,371$7,551 -0.3%45,2741.4%ETF
iShares China Large-Cap ETF stock logo
FXI
iShares China Large-Cap ETF
$2,761,521$64,330 -2.3%75,1231.4%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,667,888$5,940 0.2%2,6951.3%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$2,507,8180.0%6,8401.2%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,477,152$11,849 0.5%10,4531.2%ETF
Porch Group, Inc. stock logo
PRCH
Porch Group
$2,457,036$41,265 1.7%208,4001.2%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,206,898$39,348 -1.8%16,7141.1%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,190,210$14,816 -0.7%14,3391.1%Medical
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,171,495$37,763 1.8%10,0631.1%Finance
GE VERNOVA INC
$2,125,085$5,292 0.2%4,0161.0%COM
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,059,289$82,747 -3.9%3,7331.0%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,004,750$118,263 -5.6%22,4271.0%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,930,843$14,496 -0.7%6,6600.9%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,927,960$32,321 -1.6%39,9660.9%Finance
iShares MSCI Germany ETF stock logo
EWG
iShares MSCI Germany ETF
$1,820,472$11,889 0.7%43,0270.9%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$1,707,0820.0%12,1190.8%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$1,672,015$88,337 -5.0%9,4260.8%Computer and Technology
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,539,344$22,358 -1.4%33,2540.8%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,516,174$77,506 -4.9%2,0540.7%Computer and Technology
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,393,7460.0%12,9290.7%Energy
Altria Group, Inc. stock logo
MO
Altria Group
$1,369,488$80,969 -5.6%23,3580.7%Consumer Staples
AT&T Inc. stock logo
T
AT&T
$1,360,204$11,315 -0.8%47,0010.7%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,322,313$4,254 -0.3%26,7350.6%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,296,921$7,172 0.6%9,7650.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,273,3890.0%2,0610.6%Finance
The Clorox Company stock logo
CLX
Clorox
$1,157,038$41,906 -3.5%9,6360.6%Consumer Staples
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$1,137,9510.0%23,9720.6%Finance
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$1,101,915$6,607 -0.6%8,3390.5%ETF
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$1,096,9340.0%16,5700.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$874,875$19,782 -2.2%15,3460.4%ETF
Direxion Daily Small Cap Bull 3X Shares stock logo
TNA
Direxion Daily Small Cap Bull 3X Shares
$865,332$335,400 63.3%25,8000.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$863,494$55,510 -6.0%4,9000.4%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$835,145$42,465 -4.8%1,1800.4%Finance
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$832,0800.0%6,0000.4%ETF
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$829,300$248,790 42.9%10,0000.4%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$813,827$64,232 -7.3%13,5570.4%ETF
Zillow Group, Inc. stock logo
Z
Zillow Group
$783,4390.0%11,1840.4%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$745,8540.0%14,2420.4%ETF
3M Company stock logo
MMM
3M
$633,1660.0%4,1590.3%Multi-Sector Conglomerates
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$616,3900.0%1,4060.3%ETF
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$589,3000.0%7,1000.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$586,745$6,423 -1.1%9,4090.3%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$567,4400.0%3,0570.3%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$549,892$2,915 0.5%1,1320.3%Finance
Emerson Electric Co. stock logo
EMR
Emerson Electric
$505,9870.0%3,7950.2%Industrials
The Walt Disney Company stock logo
DIS
Walt Disney
$503,7290.0%4,0620.2%Consumer Discretionary
SPDR S&P Regional Banking ETF stock logo
KRE
SPDR S&P Regional Banking ETF
$499,4700.0%8,4100.2%ETF
General Mills, Inc. stock logo
GIS
General Mills
$485,1490.0%9,3640.2%Consumer Staples
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$483,784$2,253 -0.5%6,4410.2%Finance
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$456,2000.0%5,0000.2%Finance
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$408,949$4,328 -1.0%14,1750.2%ETF
St. Joe Company (The) stock logo
JOE
St. Joe
$399,917$47,700 13.5%8,3840.2%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$396,326$141 0.0%5,6020.2%Consumer Staples
iShares U.S. Regional Banks ETF stock logo
IAT
iShares U.S. Regional Banks ETF
$396,0040.0%7,9920.2%ETF
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$395,9920.0%5,2820.2%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$374,7040.0%2,0100.2%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$366,8020.0%6750.2%Medical
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$361,017$15,184 -4.0%4,8740.2%Medical
Deere & Company stock logo
DE
Deere & Company
$348,824$111,868 -24.3%6860.2%Industrials
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$348,382$466 0.1%3,7340.2%Computer and Technology
iShares MSCI Netherlands ETF stock logo
EWN
iShares MSCI Netherlands ETF
$339,0990.0%6,2220.2%ETF
iShares India 50 ETF stock logo
INDY
iShares India 50 ETF
$326,5520.0%6,0050.2%Manufacturing
Starbucks Corporation stock logo
SBUX
Starbucks
$308,427$87,598 -22.1%3,3660.2%Retail/Wholesale
PALANTIR TECHNOLOGIES INC
$294,996$294,996 New Holding2,1640.1%CL A
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$287,248$40,751 -12.4%3,0310.1%ETF
Waters Corporation stock logo
WAT
Waters
$284,4680.0%8150.1%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$280,163$19,474 -6.5%3,5390.1%Medical
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$271,299$20,119 -6.9%8900.1%Finance
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$264,6070.0%3,1200.1%ETF
KB Home stock logo
KBH
KB Home
$263,2610.0%4,9700.1%Construction
Netflix, Inc. stock logo
NFLX
Netflix
$261,130$261,130 New Holding1950.1%Consumer Discretionary
WisdomTree International Equity Fund stock logo
DWM
WisdomTree International Equity Fund
$260,5960.0%4,1000.1%Finance
iShares MSCI Sweden ETF stock logo
EWD
iShares MSCI Sweden ETF
$259,7570.0%5,6790.1%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$250,0570.0%3770.1%ETF
Direxion Daily GOOGL Bull 2X Shares stock logo
GGLL
Direxion Daily GOOGL Bull 2X Shares
$243,2500.0%7,0000.1%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$238,7720.0%8100.1%Computer and Technology
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$230,7670.0%1,7900.1%Consumer Staples
iShares MSCI Australia ETF stock logo
EWA
iShares MSCI Australia ETF
$223,5880.0%8,4950.1%Finance
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$215,5560.0%1,2000.1%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$209,148$260 0.1%4,8340.1%Computer and Technology
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$206,650$206,650 New Holding5,0000.1%ETF

Showing largest 100 holdings. View all holdings.
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