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CIK: 0001906223
Total reported value
$214.1M
$214.1M
140 檔
25.5%
As reported in its official Q1 2025 Form 13F filing, Viewpoint Capital Management LLC's tracked investment portfolio stood at $214.1M with 140 total positions.
Viewpoint Capital Management LLC executed strategic sector rebalancing during Q1 2025, establishing 5 new positions while fully exiting 1 holdings and trimming 31 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.69% | -0.51% | -1.00% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.37% | -0.40% | +6.89% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.90% | +0.17% | -2.04% | |
| 4 | BAC | Bank Of America CORP | Stock-Financials | 3.71% | +0.08% | +0.27% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 3.70% | -0.33% | +6.50% | |
| 6 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 3.02% | -0.20% | +1.86% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.76% | +0.84% | -0.02% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.57% | -0.08% | EXIT | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.40% | -0.09% | +1.50% | |
| 10 | C | Citigroup Inc | Stock-Financials | 2.36% | +0.01% | +1.21% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.33% | -0.11% | +7.01% | |
| 12 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 2.03% | +0.08% | +13.30% | |
| 13 | AIG | American International Group | Stock-Financials | 1.98% | +0.20% | -1.51% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.92% | +0.05% | +0.53% | |
| 15 | EUFN | Ishares Msci Europe Financia | ETF-Other | 1.91% | +0.01% | -3.26% | |
| 16 | GE | General Electric | Stock-Industrials | 1.75% | -0.44% | -0.31% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.70% | +0.24% | -4.05% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.59% | -0.06% | -1.67% | |
| 19 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.48% | +0.03% | +4.04% | |
| 20 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 1.45% | +0.17% | -1.54% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.37% | -0.08% | +2.48% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.37% | -0.15% | +0.41% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.35% | -0.09% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | +0.17% | +2.74% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.26% | -0.04% | EXIT | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 1.24% | -0.21% | +1.20% | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.11% | +0.08% | +1.76% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.06% | -0.26% | +21.22% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.04% | -0.15% | +9.67% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.98% | -0.19% | +11.97% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.96% | +0.01% | +0.84% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | +0.23% | -1.47% | |
| 33 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.85% | +0.09% | +4.63% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | -0.17% | +12.67% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.53% | EXIT | |
| 36 | PRCH | Porch Group Inc | Stock-Other | 0.80% | +0.02% | +10.82% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.80% | — | +6.26% | |
| 38 | CLX | Clorox Company | Stock-Consumer Staples | 0.79% | -0.02% | +3.56% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.76% | +0.18% | -1.62% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.72% | +0.01% | +7.27% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.70% | -0.08% | +0.55% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | +0.07% | -0.74% | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.66% | -0.44% | -1.52% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.65% | -0.06% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | +0.79% | NEW | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.57% | -0.04% | -5.09% | |
| 47 | EPI | Wisdomtree India Earnings | ETF-Other | 0.56% | -0.06% | — | |
| 48 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.54% | -0.03% | +3.24% | |
| 49 | YINN | Direxion Dly Ftse Ch Bl3x-ui | ETF-Other | 0.46% | -0.01% | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | -0.10% | -3.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KWEB | Kranesh Csi China Internet | +0.6% | +13.30% | Add |
| 2 | AIG | American International Group | +0.3% | -1.51% | Trim |
| 3 | EUFN | Ishares Msci Europe Financia | +0.3% | -3.26% | Trim |
| 4 | PRCH | Porch Group Inc | +0.3% | +10.82% | Add |
| 5 | GE | General Electric | +0.3% | -0.31% | Trim |
| 6 | FXI | Ishares China Large-cap ETF | +0.3% | +4.04% | Add |
| 7 | CELH | Celsius Holdings Inc | +0.3% | NEW | New buy |
| 8 | VSS | Vanguard Ftse All Wo X-us Sc | +0.2% | +7.01% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.2% | +6.89% | Add |
| 10 | XBI | Ss Spdr S&p Biotech ETF | +0.2% | +250.00% | Add |
| 11 | JNJ | Johnson & Johnson | +0.2% | +2.74% | Add |
| 12 | T | At&t Inc | +0.2% | +7.27% | Add |
| 13 | EFA | Ishares Msci Eafe ETF | +0.2% | +9.67% | Add |
| 14 | EWG | Ishares Msci Germany ETF | +0.2% | +4.63% | Add |
| 15 | YINN | Direxion Dly Ftse Ch Bl3x-ui | +0.2% | — | Unchanged |
| 16 | MO | Altria Group Inc | +0.2% | +6.26% | Add |
| 17 | BMY | Bristol-myers Squibb Co | +0.1% | +1.76% | Add |
| 18 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 19 | JD | Jd.com Inc-adr | +0.1% | NEW | New buy |
| 20 | DGX | Quest Diagnostics Inc | +0.1% | NEW | New buy |
| 21 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 22 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +3.87% | Add |
| 23 | IWM | Ishares Russell 2000 ETF | +0.1% | +21.22% | Add |
| 24 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 25 | C | Citigroup Inc | +0.1% | +1.21% | Add |
| 26 | PG | Procter & Gamble Co/the | +0.1% | +0.53% | Add |
| 27 | IEMG | Ishares Core Msci Emerging | +0.1% | +16.30% | Add |
| 28 | IEUR | Ishares Core Msci Europe ETF | +0.1% | +3.24% | Add |
| 29 | EEM | Ishares Msci Emerging Market | +0.1% | +0.84% | Add |
| 30 | COST | Costco Wholesale CORP | +0.1% | +0.41% | Add |
| 31 | ABBV | Abbvie Inc | +0.1% | — | Unchanged |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | Unchanged |
| 33 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +11.97% | Add |
| 34 | MMM | 3m Co | 0% | -2.46% | Trim |
| 35 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 36 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 37 | PEP | Pepsico Inc | 0% | +2.48% | Add |
| 38 | EWZ | Ishares Msci Brazil ETF | 0% | — | Unchanged |
| 39 | UBER | Uber Technologies Inc | 0% | — | Unchanged |
| 40 | DE | Deere & Co | 0% | — | Unchanged |
| 41 | JOE | St Joe Co/the | 0% | +7.26% | Add |
| 42 | DVY | Ishares Select Dividend ETF | 0% | +0.55% | Add |
| 43 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Unchanged |
| 44 | JPM | Jpmorgan Chase & Co | 0% | -1.47% | Trim |
| 45 | IAU | Ishares Gold Trust | 0% | -11.74% | Trim |
| 46 | EWD | Ishares Msci Sweden ETF | 0% | — | Unchanged |
| 47 | SBUX | Starbucks CORP | 0% | -1.03% | Trim |
| 48 | XLE | Ss Energy Select Sector | 0% | — | Unchanged |
| 49 | FAS | Dirx Dly Finacial B3x Etf-ui | 0% | — | Unchanged |
| 50 | DWM | Wisdomtree International Equ | 0% | — | Unchanged |
According to official SEC Form 13F filings, Viewpoint Capital Management LLC reported a total U.S. public equity portfolio value of $214.1M across 140 disclosed positions in Q1 2025.
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 25.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
CELH
市值: $534.4K
Top Position Liquidated / Trimmed
ESML
前期市值: $210.3K
During Q1 2025, Viewpoint Capital Management LLC's top holdings by market value included AMZN (12.7%)、VOO (5.4%)、NVDA (3.9%). The largest single position, AMZN, represented 12.7% of total portfolio value.
In Q1 2025, Viewpoint Capital Management LLC made 70 total portfolio adjustments, initiating 5 new buys, adding to 33 positions, trimming 31 holdings, and fully liquidating 1 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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