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CIK: 0001906223
Total reported value
$196.3M
$196.3M
136 檔
31.1%
According to the latest 13F quarterly dataset, Viewpoint Capital Management LLC managed an equity portfolio of $196.3M at the end of Q4 2024, spanning 136 distinct U.S. exchange-listed positions.
In Q4 2024, Viewpoint Capital Management LLC displayed an active expansion posture, initiating 2 new positions and adding to 40 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 14.42% | -0.51% | -0.48% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.14% | -0.40% | -0.14% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.81% | +0.17% | -1.76% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.91% | -0.08% | EXIT | |
| 5 | BAC | Bank Of America CORP | Stock-Financials | 3.81% | +0.08% | +2.38% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.69% | -0.33% | +8.02% | |
| 7 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 3.12% | -0.20% | +6.66% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.02% | +0.84% | +0.08% | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.53% | -0.09% | +1.60% | |
| 10 | C | Citigroup Inc | Stock-Financials | 2.26% | +0.01% | -0.43% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.10% | -0.11% | +12.59% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.95% | +0.24% | +0.12% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.83% | +0.05% | +5.45% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.74% | -0.06% | — | |
| 15 | AIG | American International Group | Stock-Financials | 1.65% | +0.20% | +1.17% | |
| 16 | EUFN | Ishares Msci Europe Financia | ETF-Other | 1.58% | +0.01% | +0.01% | |
| 17 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 1.54% | +0.17% | -0.02% | |
| 18 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 1.47% | +0.08% | +22.24% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.46% | -0.04% | EXIT | |
| 20 | GE | General Electric | Stock-Industrials | 1.43% | -0.44% | — | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.40% | -0.09% | — | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.33% | -0.08% | +6.25% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.30% | -0.21% | — | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.29% | -0.15% | +0.19% | |
| 25 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.18% | +0.03% | +16.02% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | +0.17% | +5.09% | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.98% | +0.08% | +8.43% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.95% | -0.26% | +33.24% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.93% | -0.19% | +37.18% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.88% | +0.01% | -0.06% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | -0.17% | +22.45% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.86% | -0.15% | +46.76% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | +0.23% | +0.09% | |
| 34 | CLX | Clorox Company | Stock-Consumer Staples | 0.82% | -0.02% | +15.31% | |
| 35 | MS | Morgan Stanley | Stock-Financials | 0.81% | +0.18% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.53% | EXIT | |
| 37 | GEV | GE Vernova Inc | Stock-Industrials | 0.70% | -0.44% | +0.25% | |
| 38 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.68% | +0.09% | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | +0.07% | +0.79% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.67% | -0.08% | +0.47% | |
| 41 | MO | Altria Group Inc | Stock-Consumer Staples | 0.64% | — | +19.18% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +0.79% | NEW | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | -0.06% | -1.19% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.60% | -0.04% | -0.45% | |
| 45 | EPI | Wisdomtree India Earnings | ETF-Other | 0.57% | -0.06% | — | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | -0.10% | +0.09% | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.53% | +0.01% | +18.29% | |
| 48 | Z | Zillow Group Inc - C | Stock-Comm Services | 0.48% | -0.11% | EXIT | |
| 49 | PRCH | Porch Group Inc | Stock-Other | 0.48% | +0.02% | +0.82% | |
| 50 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.45% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.2% | -0.48% | Trim |
| 2 | TSLA | Tesla Inc | +1.2% | -0.83% | Trim |
| 3 | PRCH | Porch Group Inc | +0.3% | +0.82% | Add |
| 4 | BAC | Bank Of America CORP | +0.3% | +2.38% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +37.18% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +22.45% | Add |
| 7 | IWM | Ishares Russell 2000 ETF | +0.2% | +33.24% | Add |
| 8 | EFA | Ishares Msci Eafe ETF | +0.2% | +46.76% | Add |
| 9 | C | Citigroup Inc | +0.1% | -0.43% | Trim |
| 10 | IEMG | Ishares Core Msci Emerging | +0.1% | +105.61% | Add |
| 11 | GEV | GE Vernova Inc | +0.1% | +0.25% | Add |
| 12 | BMY | Bristol-myers Squibb Co | +0.1% | +8.43% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | -1.76% | Trim |
| 14 | MS | Morgan Stanley | +0.1% | — | Unchanged |
| 15 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | NEW | New buy |
| 16 | MO | Altria Group Inc | +0.1% | +19.18% | Add |
| 17 | AAPL | Apple Inc | +0.1% | +0.12% | Add |
| 18 | T | At&t Inc | +0.1% | +18.29% | Add |
| 19 | NIO | Nio Inc - Adr | +0.1% | NEW | New buy |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +0.09% | Add |
| 21 | CLX | Clorox Company | +0.1% | +15.31% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.09% | Add |
| 23 | FXI | Ishares China Large-cap ETF | 0% | +16.02% | Add |
| 24 | GS | Goldman Sachs Group Inc | 0% | +0.16% | Add |
| 25 | GGLL | Direxion Daily Googl Bull 2x | 0% | — | Unchanged |
| 26 | FAS | Dirx Dly Finacial B3x Etf-ui | 0% | — | Unchanged |
| 27 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 28 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 29 | IWN | Ishares Russell 2000 Value E | 0% | +8.02% | Add |
| 30 | IWP | Ishares Russell Mid-cap Grow | 0% | — | Unchanged |
| 31 | TQQQ | Proshares Ultrapro Qqq | 0% | — | Unchanged |
| 32 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 33 | DPST | Dirx Dly Rgnl Bnk B3x Etf-ui | 0% | — | Unchanged |
| 34 | BB | Blackberry LTD | 0% | — | Unchanged |
| 35 | VFH | Vanguard Financials ETF | 0% | — | Unchanged |
| 36 | YINN | Direxion Dly Ftse Ch Bl3x-ui | — | +50.80% | Add |
| 37 | XLF | Ss Financial Select Sector | — | — | Unchanged |
| 38 | VUG | Vanguard Growth ETF | — | +0.07% | Add |
| 39 | KRE | Ss Spdr S&p Regional Bank | — | — | Unchanged |
| 40 | ISRG | Intuitive Surgical Inc | — | — | Unchanged |
| 41 | IAT | Ishares US Regional Banks Et | — | — | Unchanged |
| 42 | VCR | Vanguard Consumer Discre ETF | — | — | Unchanged |
| 43 | VGT | Vanguard Info Tech ETF | — | — | Unchanged |
| 44 | WAT | Waters CORP | — | — | Unchanged |
| 45 | IWF | Ishares Russell 1000 Growth | — | — | Unchanged |
| 46 | CLOV | Clover Health Investments Co | — | — | Unchanged |
| 47 | ABEV | Ambev Sa-adr | — | — | Unchanged |
| 48 | XLRE | Ss Real Estate Select Sector | — | — | Unchanged |
| 49 | DIM | Wisdomtree Intl M/c Dvd Fund | — | EXIT | Sold out |
| 50 | DEM | Wisdomtree Emerging Markets | — | — | Unchanged |
According to official SEC Form 13F filings, Viewpoint Capital Management LLC reported a total U.S. public equity portfolio value of $196.3M across 136 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, VOO, NVDA) accounted for 31.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
XBI
市值: $180.1K
Top Position Liquidated / Trimmed
VZ
前期市值: $216.2K
During Q4 2024, Viewpoint Capital Management LLC's top holdings by market value included AMZN (14.4%)、VOO (5.1%)、NVDA (4.8%). The largest single position, AMZN, represented 14.4% of total portfolio value.
In Q4 2024, Viewpoint Capital Management LLC made 66 total portfolio adjustments, initiating 2 new buys, adding to 40 positions, trimming 18 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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