VC
| |
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
View Full List
| 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 | +28.64% | +2.22% | 2,380,717.0 | Retail - Cyclical | |
VOO | Vanguard S&P 500 ETF | 19,410 | 9,975.0 | +6.90% | 5.370 | +0.35% | 0.000 | +18.52% | +6.67% | 654,030.2 | ||
NVDA | NVIDIA Corp | 66,826 | 7,242.6 | -2.04% | 3.900 | -0.10% | 0.000 | +63.33% | +27.10% | 4,161,736.6 | Semiconductors | |
BAC | Bank of America Corp | 165,364 | 6,900.6 | +0.27% | 3.710 | +0.01% | 0.000 | +22.17% | +4.43% | 341,495.3 | Banks | |
IWN | iShares Russell 2000 Value ETF | 45,567 | 6,879.7 | +6.50% | 3.700 | +0.23% | 0.060 | +15.95% | -1.69% | 10,746.2 | ||
XHB | SPDR Homebuilders ETF | 57,988 | 5,619.0 | +1.86% | 3.020 | +0.06% | 0.440 | +11.74% | -4.50% | 1,435.2 | ||
MSFT | Microsoft Corp | 13,646 | 5,122.6 | -0.02% | 2.760 | 0% | 0.000 | +36.15% | +20.28% | 3,753,620.5 | Software | |
TSLA | Tesla Inc | 18,437 | 4,778.0 | -0.08% | 2.570 | 0% | 0.000 | +32.29% | -20.87% | 1,029,260.1 | Vehicles & Parts | |
CAT | Caterpillar Inc | 13,505 | 4,453.9 | +1.50% | 2.400 | +0.04% | 0.000 | +40.51% | +12.80% | 190,820.9 | Farm & Heavy Construction Machinery | |
C | Citigroup Inc | 61,800 | 4,387.2 | +1.21% | 2.360 | +0.03% | 0.000 | +44.41% | +28.29% | 163,781.6 | Banks |
Viewpoint Capital Management LLC's Historical Top Holdings Breakdowns
Viewpoint Capital Management LLC's Top Stock Picks
View Full List
| 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 | $570.98 | 5.62% | 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 | $44.31 | 62.61% | 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 | $35.15 | 6.05% | 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 | $160.71 | -0.51% | Add 6.5% | 45,567 | 2,783 | |
XBI | SPDR Biotech ETF | 2025-03-31 | Add Add | +0.22% | 81.1 ($89.38) 94.7 | $87.55 | -2.05% | Add 250% | 7,000 | 5,000 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Add Add | +0.19% | 198.1 ($216.92) 229.79 | $218.13 | 0.56% | 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 | $134.64 | 15.84% | Add 7.01% | 37,405 | 2,450 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.14% | 190.26 ($217) 242.06 | $223.02 | 2.77% | 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 | $41.30 | -0.80% | 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 | $166.11 | 1.11% | New holding | 1,200 | 1,200 |
Viewpoint Capital Management LLC Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
- 1
Viewpoint Capital Management LLC's Hypothetical Growth since 2025-03-31
Viewpoint Capital Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Viewpoint Capital Management LLC's Holdings Heat Map
Size field:
Viewpoint Capital Management LLC's Holdings Bubble Chart
Viewpoint Capital Management LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers