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Size ($ in 1000's)
At 03/31/2024: $158,246 At 12/31/2023: $143,023
Viewpoint Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Viewpoint Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Viewpoint Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Viewpoint Capital Management LLC.
In the Viewpoint Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Viewpoint Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Viewpoint Capital Management LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
AMAZON COM INC |
93,723 |
-40,812 |
$16,906 | AMZN | 93,723 | -40,812 | $16,906 | CATERPILLAR INC |
25,333 |
+12,585 |
$9,283 | CAT | 25,333 | +12,585 | $9,283 | VANGUARD INDEX FDS (VOO) |
17,832 |
-220 |
$8,572 | VOO | 17,832 | -220 | $8,572 | NVIDIA CORPORATION |
7,067 |
+73 |
$6,385 | NVDA | 7,067 | +73 | $6,385 | BANK AMERICA CORP |
159,109 |
-1,350 |
$6,033 | BAC | 159,109 | -1,350 | $6,033 | MICROSOFT CORP |
13,442 |
+51 |
$5,655 | MSFT | 13,442 | +51 | $5,655 | SPDR SER TR (XHB) |
49,577 |
-80 |
$5,532 | XHB | 49,577 | -80 | $5,532 | ISHARES TR (IWN) |
34,023 |
+835 |
$5,403 | IWN | 34,023 | +835 | $5,403 | CITIGROUP INC |
61,970 |
-141 |
$3,919 | C | 61,970 | -141 | $3,919 | AMERICAN INTL GROUP INC |
42,820 |
-100 |
$3,347 | AIG | 42,820 | -100 | $3,347 | TESLA INC |
18,474 |
UNCH |
$3,247 | TSLA | 18,474 | UNCH | $3,247 | PROCTER AND GAMBLE CO |
19,209 |
-420 |
$3,117 | PG | 19,209 | -420 | $3,117 | VANGUARD INTL EQUITY INDEX F (VSS) |
26,626 |
+1,590 |
$3,111 | VSS | 26,626 | +1,590 | $3,111 | ISHARES TR (IJR) |
28,112 |
UNCH |
$3,107 | IJR | 28,112 | UNCH | $3,107 | ISHARES TR (EUFN) |
128,919 |
-2,500 |
$2,932 | EUFN | 128,919 | -2,500 | $2,932 | GENERAL ELECTRIC CO |
16,212 |
+2 |
$2,846 | GE | 16,212 | +2 | $2,846 | ISHARES TR (ISCV) |
46,128 |
+30 |
$2,823 | ISCV | 46,128 | +30 | $2,823 | PEPSICO INC |
15,181 |
-524 |
$2,657 | PEP | 15,181 | -524 | $2,657 | HOME DEPOT INC |
6,850 |
UNCH |
$2,628 | HD | 6,850 | UNCH | $2,628 | APPLE INC |
14,731 |
-1,120 |
$2,526 | AAPL | 14,731 | -1,120 | $2,526 | VANGUARD INDEX FDS (VB) |
10,280 |
UNCH |
$2,350 | VB | 10,280 | UNCH | $2,350 | VANGUARD INTL EQUITY INDEX F (VWO) |
53,210 |
+26,605 |
$2,205 | VWO | 53,210 | +26,605 | $2,205 | ORACLE CORP |
16,710 |
UNCH |
$2,099 | ORCL | 16,710 | UNCH | $2,099 | JOHNSON & JOHNSON |
12,996 |
-330 |
$2,056 | JNJ | 12,996 | -330 | $2,056 | COSTCO WHSL CORP NEW |
2,433 |
UNCH |
$1,782 | COST | 2,433 | UNCH | $1,782 | KRANESHARES TRUST (KWEB) |
62,209 |
+15,945 |
$1,633 | KWEB | 62,209 | +15,945 | $1,633 | ISHARES TR (EEM) |
39,671 |
+50 |
$1,630 | EEM | 39,671 | +50 | $1,630 | EXXON MOBIL CORP |
13,476 |
+527 |
$1,566 | XOM | 13,476 | +527 | $1,566 | BRISTOL MYERS SQUIBB CO |
28,346 |
-2,400 |
$1,537 | BMY | 28,346 | -2,400 | $1,537 | ISHARES TR (FXI) |
58,558 |
-1,860 |
$1,409 | FXI | 58,558 | -1,860 | $1,409 | JPMORGAN CHASE & CO |
6,804 |
+312 |
$1,363 | JPM | 6,804 | +312 | $1,363 | ISHARES INC (EWG) |
37,446 |
-500 |
$1,189 | EWG | 37,446 | -500 | $1,189 | CLOROX CO DEL |
7,513 |
-150 |
$1,150 | CLX | 7,513 | -150 | $1,150 | MORGAN STANLEY |
12,215 |
UNCH |
$1,150 | MS | 12,215 | UNCH | $1,150 | ISHARES TR (IWS) |
8,879 |
UNCH |
$1,113 | IWS | 8,879 | UNCH | $1,113 | SPDR S&P 500 ETF TR (SPY) |
2,063 |
UNCH |
$1,079 | SPY | 2,063 | UNCH | $1,079 | ISHARES TR (DVY) |
8,643 |
-539 |
$1,065 | DVY | 8,643 | -539 | $1,065 | META PLATFORMS INC |
2,155 |
-15 |
$1,046 | META | 2,155 | -15 | $1,046 | WISDOMTREE TR |
23,972 |
UNCH |
$1,044 | EPI | 23,972 | UNCH | $1,044 | ISHARES TR (EFA) |
12,540 |
+240 |
$1,001 | EFA | 12,540 | +240 | $1,001 | INVESCO QQQ TR |
2,075 |
-437 |
$921 | QQQ | 2,075 | -437 | $921 | ALPHABET INC |
5,859 |
+100 |
$892 | GOOG | 5,859 | +100 | $892 | ISHARES TR (IEUR) |
15,050 |
+100 |
$871 | IEUR | 15,050 | +100 | $871 | ALTRIA GROUP INC |
19,677 |
-326 |
$858 | MO | 19,677 | -326 | $858 | ZILLOW GROUP INC |
17,102 |
-80 |
$834 | Z | 17,102 | -80 | $834 | ALPHABET INC |
5,463 |
+613 |
$824 | GOOGL | 5,463 | +613 | $824 | PORCH GROUP INC |
180,000 |
-10,000 |
$776 | PRCH | 180,000 | -10,000 | $776 | VANGUARD TAX MANAGED FDS (VEA) |
14,946 |
UNCH |
$750 | VEA | 14,946 | UNCH | $750 | ISHARES TR (IWM) |
3,472 |
+635 |
$730 | IWM | 3,472 | +635 | $730 | ISHARES TR (IWP) |
6,000 |
UNCH |
$685 | IWP | 6,000 | UNCH | $685 |
See Full List: All Stocks Held By Viewpoint Capital Management LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Viewpoint Capital Management LLC
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