The Analysis of Viewpoint Capital Management LLC's Holdings

Currently, Viewpoint Capital Management LLC holds 150 types of securities in its portfolio with a total value $227.2M. In the most recent quarter, they have increased their positions in IBB (+11.9K shares, valued at $1.7M), ETHE (+7.0K shares, valued at $239.9K), ARKK (+2.6K shares, valued at $222.8K); decreased their positions in NVDA (-2.7K shares, valued at $504.7K), PEP (-754 shares, valued at $105.9K), PG (-683 shares, valued at $104.9K); initiated new positions in ETHE (+7.0K shares, valued at $239.9K), ARKK (+2.6K shares, valued at $222.8K), GLW (+2.6K shares, valued at $213.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC123.2K shares-0.03%2025-09-302025-10-22

VOO VANGUARD INDEX FDS19.6K shares0.00%2025-09-302025-10-22

NVDA NVIDIA CORPORATION63.0K shares-4.12%2025-09-302025-10-22

BAC BANK AMERICA CORP165.9K shares0.61%2025-09-302025-10-22

TSLA TESLA INC18.4K shares-0.90%2025-09-302025-10-22

IWN ISHARES TR46.4K shares2.28%2025-09-302025-10-22

MSFT MICROSOFT CORP13.7K shares0.07%2025-09-302025-10-22

XHB SPDR SERIES TRUST58.7K shares2.17%2025-09-302025-10-22

Sponsored

C CITIGROUP INC61.5K shares0.00%2025-09-302025-10-22

CAT CATERPILLAR INC12.8K shares0.00%2025-09-302025-10-22

VSS VANGUARD INTL EQUITY INDEX F38.6K shares2.91%2025-09-302025-10-22

GE GE AEROSPACE15.9K shares0.00%2025-09-302025-10-22

ORCL ORACLE CORP16.7K shares0.07%2025-09-302025-10-22

KWEB KRANESHARES TRUST110.8K shares2.15%2025-09-302025-10-22

EUFN ISHARES TR127.0K shares2.01%2025-09-302025-10-22

AAPL APPLE INC13.9K shares-1.81%2025-09-302025-10-22

Sponsored

PRCH PORCH GROUP INC209.9K shares0.72%2025-09-302025-10-22

IJR ISHARES TR28.3K shares0.00%2025-09-302025-10-22

AIG AMERICAN INTL GROUP INC40.8K shares-1.52%2025-09-302025-10-22

FXI ISHARES TR75.1K shares0.00%2025-09-302025-10-22

ISCV ISHARES TR45.3K shares0.00%2025-09-302025-10-22

PG PROCTER AND GAMBLE CO19.5K shares-3.38%2025-09-302025-10-22

HD HOME DEPOT INC6.8K shares0.09%2025-09-302025-10-22

VB VANGUARD INDEX FDS10.5K shares0.00%2025-09-302025-10-22

Sponsored

JNJ JOHNSON & JOHNSON14.3K shares-0.34%2025-09-302025-10-22

IWM ISHARES TR10.9K shares7.86%2025-09-302025-10-22

COST COSTCO WHSL CORP NEW2.7K shares0.37%2025-09-302025-10-22

GEV GE VERNOVA INC4.0K shares-0.50%2025-09-302025-10-22

QQQ INVESCO QQQ TR4.0K shares7.13%2025-09-302025-10-22

GOOG ALPHABET INC9.3K shares-1.11%2025-09-302025-10-22

PEP PEPSICO INC16.0K shares-4.51%2025-09-302025-10-22

EFA ISHARES TR23.1K shares2.99%2025-09-302025-10-22

Sponsored

EEM ISHARES TR40.0K shares0.00%2025-09-302025-10-22

JPM JPMORGAN CHASE & CO.6.7K shares-0.08%2025-09-302025-10-22

MS MORGAN STANLEY11.9K shares-1.86%2025-09-302025-10-22

IBB ISHARES TR12.7K shares1532.05%2025-09-302025-10-22

EWG ISHARES INC43.2K shares0.36%2025-09-302025-10-22

MO ALTRIA GROUP INC23.5K shares0.51%2025-09-302025-10-22

META META PLATFORMS INC2.0K shares-0.54%2025-09-302025-10-22

SPY SPDR S&P 500 ETF TR2.2K shares6.60%2025-09-302025-10-22

Sponsored

VWO VANGUARD INTL EQUITY INDEX F26.8K shares0.07%2025-09-302025-10-22

BMY BRISTOL-MYERS SQUIBB CO31.8K shares-4.32%2025-09-302025-10-22

XOM EXXON MOBIL CORP12.5K shares-3.70%2025-09-302025-10-22

DVY ISHARES TR9.8K shares0.41%2025-09-302025-10-22

T AT&T INC47.7K shares1.40%2025-09-302025-10-22

GOOGL ALPHABET INC4.9K shares0.57%2025-09-302025-10-22

CLX CLOROX CO DEL9.7K shares0.80%2025-09-302025-10-22

TNA DIREXION SHS ETF TR25.8K shares0.00%2025-09-302025-10-22

Sponsored

IWS ISHARES TR8.3K shares-0.48%2025-09-302025-10-22

IEUR ISHARES TR16.6K shares0.00%2025-09-302025-10-22

EPI WISDOMTREE TR24.0K shares0.00%2025-09-302025-10-22

XBI SPDR SERIES TRUST10.0K shares0.00%2025-09-302025-10-22

IEMG ISHARES INC14.7K shares8.69%2025-09-302025-10-22

VEA VANGUARD TAX-MANAGED FDS15.3K shares0.00%2025-09-302025-10-22

GS GOLDMAN SACHS GROUP INC1.1K shares-3.98%2025-09-302025-10-22

IWP ISHARES TR6.0K shares0.00%2025-09-302025-10-22

Sponsored

Z ZILLOW GROUP INC10.3K shares-8.05%2025-09-302025-10-22

XLF SELECT SECTOR SPDR TR14.2K shares0.00%2025-09-302025-10-22

TQQQ PROSHARES TR7.1K shares0.00%2025-09-302025-10-22

ABBV ABBVIE INC3.1K shares0.00%2025-09-302025-10-22

VUG VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-10-22

MMM 3M CO4.1K shares-0.36%2025-09-302025-10-22

IAU ISHARES GOLD TR8.1K shares-13.98%2025-09-302025-10-22

BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares0.62%2025-09-302025-10-22

Sponsored

KRE SPDR SERIES TRUST8.0K shares-4.76%2025-09-302025-10-22

DLS WISDOMTREE TR6.2K shares-3.42%2025-09-302025-10-22

EMR EMERSON ELEC CO3.7K shares-1.84%2025-09-302025-10-22

SCHW SCHWAB CHARLES CORP5.0K shares0.00%2025-09-302025-10-22

GIS GENERAL MLS INC9.4K shares0.00%2025-09-302025-10-22

DIS DISNEY WALT CO4.1K shares0.00%2025-09-302025-10-22

GGLL DIREXION SHS ETF TR7.0K shares0.00%2025-09-302025-10-22

EWZ ISHARES INC14.2K shares0.00%2025-09-302025-10-22

Sponsored

EWJ ISHARES INC5.3K shares0.00%2025-09-302025-10-22

JOE ST JOE CO8.4K shares0.00%2025-09-302025-10-22

PNC PNC FINL SVCS GROUP INC2.0K shares0.00%2025-09-302025-10-22

IAT ISHARES TR7.3K shares-8.78%2025-09-302025-10-22

PLTR PALANTIR TECHNOLOGIES INC2.1K shares-3.23%2025-09-302025-10-22

KO COCA COLA CO5.6K shares0.04%2025-09-302025-10-22

UBER UBER TECHNOLOGIES INC3.7K shares-0.13%2025-09-302025-10-22

EWN ISHARES INC6.2K shares0.00%2025-09-302025-10-22

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I4.6K shares-4.84%2025-09-302025-10-22

GLD SPDR GOLD TR900 shares1.12%2025-09-302025-10-22

KBH KB HOME5.0K shares0.00%2025-09-302025-10-22

DE DEERE & CO686 shares0.00%2025-09-302025-10-22

INDY ISHARES TR6.0K shares0.00%2025-09-302025-10-22

ISRG INTUITIVE SURGICAL INC675 shares0.00%2025-09-302025-10-22

MRK MERCK & CO INC3.6K shares0.90%2025-09-302025-10-22

IYR ISHARES TR3.0K shares0.00%2025-09-302025-10-22

Sponsored

SBUX STARBUCKS CORP3.4K shares0.00%2025-09-302025-10-22

VGT VANGUARD WORLD FD377 shares0.00%2025-09-302025-10-22

DWM WISDOMTREE TR4.1K shares0.00%2025-09-302025-10-22

EWD ISHARES INC5.7K shares0.00%2025-09-302025-10-22

XLE SELECT SECTOR SPDR TR2.9K shares-6.41%2025-09-302025-10-22

WAT WATERS CORP815 shares0.00%2025-09-302025-10-22

ETHE GRAYSCALE ETHEREUM TRUST ETF7.0K sharesnew addition2025-09-302025-10-22

EWA ISHARES INC8.5K shares0.00%2025-09-302025-10-22

Sponsored

NFLX NETFLIX INC191 shares-2.05%2025-09-302025-10-22

DGX QUEST DIAGNOSTICS INC1.2K shares0.00%2025-09-302025-10-22

NIO NIO INC30.0K shares0.00%2025-09-302025-10-22

IBM INTERNATIONAL BUSINESS MACHS810 shares0.00%2025-09-302025-10-22

ESML ISHARES TR5.0K shares0.00%2025-09-302025-10-22

ARKK ARK ETF TR2.6K sharesnew addition2025-09-302025-10-22

KMB KIMBERLY-CLARK CORP1.8K shares0.00%2025-09-302025-10-22

GLW CORNING INC2.6K sharesnew addition2025-09-302025-10-22

Sponsored

VZ VERIZON COMMUNICATIONS INC4.8K shares0.12%2025-09-302025-10-22

VCR VANGUARD WORLD FD521 shares0.00%2025-09-302025-10-22

TIP ISHARES TR1.9K shares0.00%2025-09-302025-10-22

VIS VANGUARD WORLD FD600 shares0.00%2025-09-302025-10-22

IWF ISHARES TR362 shares0.00%2025-09-302025-10-22

VFH VANGUARD WORLD FD1.2K shares0.00%2025-09-302025-10-22

EWH ISHARES INC6.2K shares0.00%2025-09-302025-10-22

DON WISDOMTREE TR2.5K shares0.00%2025-09-302025-10-22

Sponsored

EWC ISHARES INC2.5K shares0.00%2025-09-302025-10-22

BHC BAUSCH HEALTH COS INC17.9K shares-38.06%2025-09-302025-10-22

DES WISDOMTREE TR2.9K shares0.00%2025-09-302025-10-22

CLOV CLOVER HEALTH INVESTMENTS CO30.0K shares-1.64%2025-09-302025-10-22

SANA SANA BIOTECHNOLOGY INC23.5K shares-16.05%2025-09-302025-10-22

VTI VANGUARD INDEX FDS213 shares0.00%2025-09-302025-10-22

XLRE SELECT SECTOR SPDR TR1.3K shares0.00%2025-09-302025-10-22

ABEV AMBEV SA16.3K shares0.00%2025-09-302025-10-22

Sponsored

EZA ISHARES INC540 shares0.00%2025-09-302025-10-22

IYJ ISHARES TR235 shares0.00%2025-09-302025-10-22

DEM WISDOMTREE TR580 shares0.00%2025-09-302025-10-22

VTV VANGUARD INDEX FDS100 shares0.00%2025-09-302025-10-22

IUSV ISHARES TR180 shares0.00%2025-09-302025-10-22

KBE SPDR SERIES TRUST275 shares0.00%2025-09-302025-10-22

EIS ISHARES INC160 shares0.00%2025-09-302025-10-22

IVV ISHARES TR18 sharesnew addition2025-09-302025-10-22

Sponsored

MUB ISHARES TR100 shares0.00%2025-09-302025-10-22

MBB ISHARES TR107 sharesnew addition2025-09-302025-10-22

IEF ISHARES TR104 sharesnew addition2025-09-302025-10-22

EFV ISHARES TR136 sharesnew addition2025-09-302025-10-22

IVW ISHARES TR73 sharesnew addition2025-09-302025-10-22

IGIB ISHARES TR142 shares0.00%2025-09-302025-10-22

IVE ISHARES TR37 sharesnew addition2025-09-302025-10-22

IGSB ISHARES TR113 sharesnew addition2025-09-302025-10-22

Sponsored

IUSB ISHARES TR117 sharesnew addition2025-09-302025-10-22

XLB SELECT SECTOR SPDR TR60 shares0.00%2025-09-302025-10-22

SUB ISHARES TR50 shares0.00%2025-09-302025-10-22

USIG ISHARES TR97 sharesnew addition2025-09-302025-10-22

IYW ISHARES TR25 shares2400.00%2025-09-302025-10-22

VGK VANGUARD INTL EQUITY INDEX F50 shares0.00%2025-09-302025-10-22

OEF ISHARES TR11 sharesnew addition2025-09-302025-10-22

EFG ISHARES TR28 sharesnew addition2025-09-302025-10-22

Sponsored

VO VANGUARD INDEX FDS9 shares0.00%2025-09-302025-10-22

TLH ISHARES TR21 sharesnew addition2025-09-302025-10-22

IYH ISHARES TR20 shares0.00%2025-09-302025-10-22

EMB ISHARES TR4 sharesnew addition2025-09-302025-10-22

EWY ISHARES INC1 shares0.00%2025-09-302025-10-22

ICLN ISHARES TR2 shares0.00%2025-09-302025-10-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available