Sponsored

The Analysis of Viewpoint Capital Management LLC's Holdings & P&L

Currently, Viewpoint Capital Management LLC holds 135 types of securities in its portfolio with a total value $214.0M. In the most recent quarter, they have increased their positions in IWM (+1.5K shares, valued at $361.3K), XHB (+3.7K shares, valued at $360.8K), N/A (+1.0K shares, valued at $291.7K); decreased their positions in TSLA (-16.2K shares, valued at $6.0M), JPM (-1.4K shares, valued at $411.8K), EUFN (-11.4K shares, valued at $399.0K); initiated new positions in NFLX (+2.3K shares, valued at $219.4K), VZ (+4.4K shares, valued at $218.5K), TLT (+1.3K shares, valued at $111.8K).

1M P&L

+4.0M+1.99%

3M P&L

+5.4M+2.68%

HY P&L

+15.7M+8.27%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A74.9M

41.0%

2Internet Retail26.0M

14.3%

3Semiconductors10.4M

5.7%

Top Industries by Stock Count

1N/A74 stocks

59.2%

2Drug Manufacturers - General3 stocks

2.4%

3Capital Markets3 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC125.0K shares0.21%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS19.6K shares0.00%2026-03-312026-04-17

NVDA NVIDIA CORPORATION59.7K shares-0.52%2026-03-312026-04-17

IWN ISHARES TR48.2K shares1.44%2026-03-312026-04-17

CAT CATERPILLAR INC12.8K shares-0.04%2026-03-312026-04-17

BAC BANK AMERICA CORP160.9K shares-2.63%2026-03-312026-04-17

CITIGROUP INC CITIGROUP INC58.6K shares-3.70%2026-03-312026-04-17

XHB SPDR SERIES TRUST62.9K shares6.17%2026-03-312026-04-17

Sponsored

VSS VANGUARD INTL EQUITY INDEX F38.2K shares-2.25%2026-03-312026-04-17

MSFT MICROSOFT CORP13.6K shares-0.83%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE15.8K shares0.00%2026-03-312026-04-17

EUFN ISHARES TR115.6K shares-9.01%2026-03-312026-04-17

IJR ISHARES TR28.3K shares0.00%2026-03-312026-04-17

GEV GE VERNOVA INC4.0K shares-0.12%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON13.7K shares-4.54%2026-03-312026-04-17

KWEB KRANESHARES TRUST117.6K shares4.48%2026-03-312026-04-17

Sponsored

IWM ISHARES TR13.2K shares12.38%2026-03-312026-04-17

ISCV ISHARES TR45.4K shares0.00%2026-03-312026-04-17

AAPL APPLE INC12.1K shares-7.63%2026-03-312026-04-17

ALPHABET INC ALPHABET INC10.4K shares10.83%2026-03-312026-04-17

AIG AMERICAN INTL GROUP INC37.4K shares-8.21%2026-03-312026-04-17

VB VANGUARD INDEX FDS10.5K shares0.00%2026-03-312026-04-17

PG PROCTER & GAMBLE CO18.9K shares-4.26%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION2.7K shares0.93%2026-03-312026-04-17

Sponsored

FXI ISHARES TR72.9K shares-2.93%2026-03-312026-04-17

EFA ISHARES TR25.4K shares5.70%2026-03-312026-04-17

IBB ISHARES TR14.5K shares4.70%2026-03-312026-04-17

EEM ISHARES TR42.1K shares5.06%2026-03-312026-04-17

PEP PEPSICO INC15.4K shares-4.40%2026-03-312026-04-17

ORCL ORACLE CORP15.7K shares-5.98%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR4.0K shares6.37%2026-03-312026-04-17

HD HOME DEPOT INC6.4K shares-2.29%2026-03-312026-04-17

Sponsored

XOM EXXON MOBIL CORP12.4K shares0.00%2026-03-312026-04-17

MS MORGAN STANLEY11.9K shares0.00%2026-03-312026-04-17

BMY BRISTOL-MYERS SQUIBB CO30.6K shares-3.77%2026-03-312026-04-17

EWG ISHARES INC44.1K shares2.01%2026-03-312026-04-17

MO ALTRIA GROUP INC24.7K shares4.88%2026-03-312026-04-17

DVY ISHARES TR10.6K shares2.18%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO5.1K shares-21.60%2026-03-312026-04-17

T AT&T INC50.9K shares5.40%2026-03-312026-04-17

Sponsored

VWO VANGUARD INTL EQUITY INDEX F26.7K shares0.02%2026-03-312026-04-17

ALPHABET INC ALPHABET INC5.0K shares1.47%2026-03-312026-04-17

PRCH PORCH GROUP INC200.3K shares-3.93%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T2.2K shares0.00%2026-03-312026-04-17

TNA DIREXION SHARES ETF TRUST27.8K shares7.75%2026-03-312026-04-17

IEMG ISHARES INC17.4K shares10.48%2026-03-312026-04-17

META META PLATFORMS INC2.1K shares3.19%2026-03-312026-04-17

IEUR ISHARES TR17.0K shares2.41%2026-03-312026-04-17

Sponsored

IWS ISHARES TR7.3K shares0.00%2026-03-312026-04-17

XBI SPDR SERIES TRUST8.0K shares-20.00%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS15.4K shares0.04%2026-03-312026-04-17

EPI WISDOMTREE TR24.0K shares0.00%2026-03-312026-04-17

TSLA TESLA INC2.5K shares-86.84%2026-03-312026-04-17

CLX CLOROX CO DEL8.6K shares-11.23%2026-03-312026-04-17

SOFI SOFI TECHNOLOGIES INC51.8K shares-14.80%2026-03-312026-04-17

GS GOLDMAN SACHS GROUP INC945 shares-11.68%2026-03-312026-04-17

Sponsored

IWP ISHARES TR6.0K shares0.00%2026-03-312026-04-17

ISHARES GOLD TR ISHARES GOLD TR8.0K shares-2.37%2026-03-312026-04-17

XLF SELECT SECTOR SPDR TR13.8K shares-2.81%2026-03-312026-04-17

ABBV ABBVIE INC3.0K shares-1.14%2026-03-312026-04-17

VUG VANGUARD INDEX FDS1.4K shares-0.07%2026-03-312026-04-17

TQQQ PROSHARES TR13.7K shares-3.52%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2026-03-312026-04-17

GGLL DIREXION SHARES ETF TRUST7.0K shares0.00%2026-03-312026-04-17

Sponsored

EWZ ISHARES INC14.1K shares-0.47%2026-03-312026-04-17

KRE SPDR SERIES TRUST8.0K shares0.00%2026-03-312026-04-17

JOE ST JOE CO8.2K shares-2.43%2026-03-312026-04-17

DLS WISDOMTREE TR6.2K shares0.00%2026-03-312026-04-17

MMM 3M CO3.4K shares-18.10%2026-03-312026-04-17

EMR EMERSON ELEC CO3.7K shares0.00%2026-03-312026-04-17

SCHW SCHWAB CHARLES CORP5.0K shares0.00%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC3.5K shares0.03%2026-03-312026-04-17

Sponsored

PNC PNC FINL SVCS GROUP INC2.0K shares0.00%2026-03-312026-04-17

GLD SPDR GOLD TR925 shares2.78%2026-03-312026-04-17

IAT ISHARES TR7.3K shares0.00%2026-03-312026-04-17

Z ZILLOW GROUP INC9.4K shares-8.75%2026-03-312026-04-17

DE DEERE & CO686 shares0.00%2026-03-312026-04-17

EWJ ISHARES INC4.4K shares0.00%2026-03-312026-04-17

EWN ISHARES INC6.2K shares0.00%2026-03-312026-04-17

XLE SELECT SECTOR SPDR TR5.8K shares0.00%2026-03-312026-04-17

Sponsored

GLW CORNING INC2.6K shares0.00%2026-03-312026-04-17

KO COCA COLA CO4.6K shares-17.83%2026-03-312026-04-17

DIS DISNEY WALT CO3.4K shares-16.57%2026-03-312026-04-17

GEHC GE HEALTHCARE TECHNOLOGIES I4.5K shares-2.95%2026-03-312026-04-17

ISRG INTUITIVE SURGICAL INC675 shares0.00%2026-03-312026-04-17

SBUX STARBUCKS CORP3.4K shares-0.15%2026-03-312026-04-17

DWM WISDOMTREE TR4.1K shares0.00%2026-03-312026-04-17

WAT WATERS CORP950 shares16.56%2026-03-312026-04-17

Sponsored

EWD ISHARES INC5.7K shares0.00%2026-03-312026-04-17

UBER UBER TECHNOLOGIES INC3.7K shares0.00%2026-03-312026-04-17

VGT VANGUARD WORLD FD377 shares0.00%2026-03-312026-04-17

KBH KB HOME5.0K shares0.00%2026-03-312026-04-17

GIS GENERAL MILLS INC6.9K shares-26.70%2026-03-312026-04-17

INDY ISHARES TR6.0K shares0.00%2026-03-312026-04-17

IYR ISHARES TR2.6K shares0.00%2026-03-312026-04-17

DGX QUEST DIAGNOSTICS INC1.2K shares0.00%2026-03-312026-04-17

Sponsored

EWA ISHARES INC8.4K shares-1.18%2026-03-312026-04-17

NFLX NETFLIX INC.2.3K sharesnew addition2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC4.4K sharesnew addition2026-03-312026-04-17

VIS VANGUARD WORLD FD600 shares0.00%2026-03-312026-04-17

VCR VANGUARD WORLD FD521 shares0.00%2026-03-312026-04-17

TIP ISHARES TR1.6K shares-16.22%2026-03-312026-04-17

IWF ISHARES TR362 shares0.00%2026-03-312026-04-17

VFH VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-04-17

Sponsored

EWH ISHARES INC6.2K shares0.00%2026-03-312026-04-17

THEMES ETF TR THEMES ETF TR111.3K shares271.00%2026-03-312026-04-17

DON WISDOMTREE TR2.5K shares0.00%2026-03-312026-04-17

EWC ISHARES INC2.4K shares-4.86%2026-03-312026-04-17

TLT ISHARES TR1.3K sharesnew addition2026-03-312026-04-17

DES WISDOMTREE TR2.9K shares0.00%2026-03-312026-04-17

BHC BAUSCH HEALTH COS INC17.9K sharesnew addition2026-03-312026-04-17

VTI VANGUARD INDEX FDS214 shares0.47%2026-03-312026-04-17

Sponsored

SANA SANA BIOTECHNOLOGY INC23.5K shares0.00%2026-03-312026-04-17

XLRE SELECT SECTOR SPDR TR1.3K shares-0.46%2026-03-312026-04-17

CLOV CLOVER HEALTH INVESTMENTS CO30.0K shares0.00%2026-03-312026-04-17

XLU SELECT SECTOR SPDR TR1.1K sharesnew addition2026-03-312026-04-17

ABEV AMBEV SA16.3K shares0.00%2026-03-312026-04-17

EZA ISHARES INC540 shares0.00%2026-03-312026-04-17

IYJ ISHARES TR235 shares0.00%2026-03-312026-04-17

DEM WISDOMTREE TR580 shares0.00%2026-03-312026-04-17

Sponsored

EWY ISHARES INC201 shares20000.00%2026-03-312026-04-17

VTV VANGUARD INDEX FDS100 shares0.00%2026-03-312026-04-17

EIS ISHARES INC160 shares0.00%2026-03-312026-04-17

IUSV ISHARES TR180 shares0.00%2026-03-312026-04-17

KBE SPDR SERIES TRUST275 shares0.00%2026-03-312026-04-17

MUB ISHARES TR100 shares0.00%2026-03-312026-04-17

IGIB ISHARES TR142 shares0.00%2026-03-312026-04-17

XLB SELECT SECTOR SPDR TR120 shares0.00%2026-03-312026-04-17

Sponsored

VGK VANGUARD INTL EQUITY INDEX F50 shares0.00%2026-03-312026-04-17

VO VANGUARD INDEX FDS9 shares0.00%2026-03-312026-04-17

IYH ISHARES TR20 shares0.00%2026-03-312026-04-17

IYW ISHARES TR2 shares0.00%2026-03-312026-04-17

VNQ VANGUARD INDEX FDS3 sharesnew addition2026-03-312026-04-17

LQD ISHARES TR1 sharesnew addition2026-03-312026-04-17

ICLN ISHARES TR2 shares0.00%2026-03-312026-04-17

AMZN

AMAZON COM INC

0.21%

Shares125.0K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

0.00%

Shares19.6K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

-0.52%

Shares59.7K

Event2026-03-31

Filed2026-04-17

IWN

ISHARES TR

1.44%

Shares48.2K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

-0.04%

Shares12.8K

Event2026-03-31

Filed2026-04-17

BAC

BANK AMERICA CORP

-2.63%

Shares160.9K

Event2026-03-31

Filed2026-04-17

CITIGROUP INC

-3.70%

Shares58.6K

Event2026-03-31

Filed2026-04-17

XHB

SPDR SERIES TRUST

6.17%

Shares62.9K

Event2026-03-31

Filed2026-04-17

VSS

VANGUARD INTL EQUITY INDEX F

-2.25%

Shares38.2K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

-0.83%

Shares13.6K

Event2026-03-31

Filed2026-04-17

GE AEROSPACE

0.00%

Shares15.8K

Event2026-03-31

Filed2026-04-17

EUFN

ISHARES TR

-9.01%

Shares115.6K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

0.00%

Shares28.3K

Event2026-03-31

Filed2026-04-17

GEV

GE VERNOVA INC

-0.12%

Shares4.0K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

-4.54%

Shares13.7K

Event2026-03-31

Filed2026-04-17

KWEB

KRANESHARES TRUST

4.48%

Shares117.6K

Event2026-03-31

Filed2026-04-17

IWM

ISHARES TR

12.38%

Shares13.2K

Event2026-03-31

Filed2026-04-17

ISCV

ISHARES TR

0.00%

Shares45.4K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-7.63%

Shares12.1K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

10.83%

Shares10.4K

Event2026-03-31

Filed2026-04-17

AIG

AMERICAN INTL GROUP INC

-8.21%

Shares37.4K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-17

PROCTER & GAMBLE CO

-4.26%

Shares18.9K

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORPORATION

0.93%

Shares2.7K

Event2026-03-31

Filed2026-04-17

FXI

ISHARES TR

-2.93%

Shares72.9K

Event2026-03-31

Filed2026-04-17

EFA

ISHARES TR

5.70%

Shares25.4K

Event2026-03-31

Filed2026-04-17

IBB

ISHARES TR

4.70%

Shares14.5K

Event2026-03-31

Filed2026-04-17

EEM

ISHARES TR

5.06%

Shares42.1K

Event2026-03-31

Filed2026-04-17

PEP

PEPSICO INC

-4.40%

Shares15.4K

Event2026-03-31

Filed2026-04-17

ORCL

ORACLE CORP

-5.98%

Shares15.7K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

6.37%

Shares4.0K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

-2.29%

Shares6.4K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-17

MORGAN STANLEY

0.00%

Shares11.9K

Event2026-03-31

Filed2026-04-17

BMY

BRISTOL-MYERS SQUIBB CO

-3.77%

Shares30.6K

Event2026-03-31

Filed2026-04-17

EWG

ISHARES INC

2.01%

Shares44.1K

Event2026-03-31

Filed2026-04-17

ALTRIA GROUP INC

4.88%

Shares24.7K

Event2026-03-31

Filed2026-04-17

DVY

ISHARES TR

2.18%

Shares10.6K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

-21.60%

Shares5.1K

Event2026-03-31

Filed2026-04-17

AT&T INC

5.40%

Shares50.9K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

0.02%

Shares26.7K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

1.47%

Shares5.0K

Event2026-03-31

Filed2026-04-17

PRCH

PORCH GROUP INC

-3.93%

Shares200.3K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-17

TNA

DIREXION SHARES ETF TRUST

7.75%

Shares27.8K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

10.48%

Shares17.4K

Event2026-03-31

Filed2026-04-17