VC
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Viewpoint Capital Management LLC13F | |
| Viewpoint Capital Management LLC | |
| Last update 2025-04-29 | 140 Stocks (5 new) |
| Value $186.00 Mil | Turnover 3 % |
Viewpoint Capital Management L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 123,936 | 23,580.0 | -1.00% | 12.690 | -0.14% | 0.000 | +10.90% | +1.78% | 2,370,631.5 | Retail - Cyclical | |
VOO | Vanguard S&P 500 ETF | 19,410 | 9,975.0 | +6.90% | 5.370 | +0.35% | 0.000 | +8.78% | +5.59% | 628,939.3 | ||
NVDA | NVIDIA Corp | 66,826 | 7,242.6 | -2.04% | 3.900 | -0.10% | 0.000 | +41.58% | +17.49% | 3,847,137.1 | Semiconductors | |
BAC | Bank of America Corp | 165,364 | 6,900.6 | +0.27% | 3.710 | +0.01% | 0.000 | +11.37% | +8.53% | 354,902.0 | Banks | |
IWN | iShares Russell 2000 Value ETF | 45,567 | 6,879.7 | +6.50% | 3.700 | +0.23% | 0.060 | +2.63% | -3.20% | 10,998.8 | ||
XHB | SPDR Homebuilders ETF | 57,988 | 5,619.0 | +1.86% | 3.020 | +0.06% | 0.440 | -0.16% | -5.33% | 1,225.8 | ||
MSFT | Microsoft Corp | 13,646 | 5,122.6 | -0.02% | 2.760 | 0% | 0.000 | +27.21% | +18.11% | 3,686,095.8 | Software | |
TSLA | Tesla Inc | 18,437 | 4,778.0 | -0.08% | 2.570 | 0% | 0.000 | +18.49% | -19.86% | 1,042,398.1 | Vehicles & Parts | |
CAT | Caterpillar Inc | 13,505 | 4,453.9 | +1.50% | 2.400 | +0.04% | 0.000 | +13.93% | +6.95% | 180,934.9 | Farm & Heavy Construction Machinery | |
C | Citigroup Inc | 61,800 | 4,387.2 | +1.21% | 2.360 | +0.03% | 0.000 | +18.38% | +21.67% | 157,599.4 | Banks |
Viewpoint Capital Management LLC's Historical Top Holdings Breakdowns
Viewpoint Capital Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.35% | 507.05 ($540.58) 563.67 | $566.95 | 4.88% | Add 6.9% | 19,410 | 1,252 | |
CELH | Celsius Holdings Inc | 2025-03-31 | New Buy New Buy | +0.29% | 21.28 ($27.25) 35.62 | $45.89 | 68.40% | New holding | 15,002 | 15,002 | |
KWEB | KraneShares CSI China Internet ETF | 2025-03-31 | Add Add | +0.24% | 27.29 ($33.14) 38.29 | $34.48 | 4.04% | Add 13.3% | 108,156 | 12,695 | |
IWN | iShares Russell 2000 Value ETF | 2025-03-31 | Add Add | +0.23% | 149.27 ($161.54) 169.4 | $157.69 | -2.38% | Add 6.5% | 45,567 | 2,783 | |
XBI | SPDR Biotech ETF | 2025-03-31 | Add Add | +0.22% | 81.1 ($89.38) 94.7 | $83.01 | -7.13% | Add 250% | 7,000 | 5,000 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Add Add | +0.19% | 198.1 ($216.92) 229.79 | $215.48 | -0.66% | Add 21.22% | 9,888 | 1,731 | |
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 2025-03-31 | Add Add | +0.15% | 110.75 ($116.23) 119.78 | $133.33 | 14.71% | Add 7.01% | 37,405 | 2,450 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.14% | 190.26 ($217) 242.06 | $223.30 | 2.90% | Reduce -1% | 123,936 | -1,246 | |
VZ | Verizon Communications Inc | 2025-03-31 | New Buy New Buy | +0.12% | 37.81 ($41.63) 46.49 | $42.31 | 1.63% | New holding | 4,828 | 4,828 | |
DGX | Quest Diagnostics Inc | 2025-03-31 | New Buy New Buy | +0.11% | 150.33 ($164.28) 176.95 | $177.83 | 8.25% | New holding | 1,200 | 1,200 |
Viewpoint Capital Management LLC Total Holding History ($B)
Viewpoint Capital Management LLC's Asset Allocation
Viewpoint Capital Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Viewpoint Capital Management LLC's Hypothetical Growth since 2025-03-31
Viewpoint Capital Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Viewpoint Capital Management LLC's Holdings Heat Map
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Viewpoint Capital Management LLC's Holdings Bubble Chart
Viewpoint Capital Management LLC News
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