The Analysis of Viewpoint Capital Management LLC's Holdings

Currently, Viewpoint Capital Management LLC holds 134 types of securities in its portfolio with a total value $230.9M. In the most recent quarter, they have increased their positions in SOFI (+60.8K shares, valued at $1.6M), TQQQ (+7.1K shares, valued at $374.3K), AMZN (+1.5K shares, valued at $351.8K); decreased their positions in NVDA (-2.9K shares, valued at $549.8K), AAPL (-833 shares, valued at $226.5K), N/A (-234 shares, valued at $143.7K); initiated new positions in SOFI (+60.8K shares, valued at $1.6M), LLY (+206 shares, valued at $221.4K), N/A (+30.0K shares, valued at $95.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC124.8K shares1.24%2025-12-312026-02-11

VANGUARD INDEX FDS VANGUARD INDEX FDS19.6K shares0.00%2025-12-312026-02-11

NVDA NVIDIA CORPORATION60.0K shares-4.68%2025-12-312026-02-11

BAC BANK AMERICA CORP165.3K shares-0.35%2025-12-312026-02-11

IWN ISHARES TR47.6K shares2.53%2025-12-312026-02-11

TSLA TESLA INC18.6K shares1.10%2025-12-312026-02-11

CAT CATERPILLAR INC12.8K shares0.32%2025-12-312026-02-11

CITIGROUP INC CITIGROUP INC60.9K shares-0.99%2025-12-312026-02-11

Sponsored

MSFT MICROSOFT CORP13.7K shares0.01%2025-12-312026-02-11

XHB SPDR SERIES TRUST59.2K shares0.82%2025-12-312026-02-11

VSS VANGUARD INTL EQUITY INDEX F39.1K shares1.20%2025-12-312026-02-11

GE AEROSPACE GE AEROSPACE15.8K shares-0.81%2025-12-312026-02-11

EUFN ISHARES TR127.1K shares0.01%2025-12-312026-02-11

KWEB KRANESHARES TRUST112.6K shares1.61%2025-12-312026-02-11

AAPL APPLE INC13.1K shares-5.97%2025-12-312026-02-11

AIG AMERICAN INTL GROUP INC40.8K shares0.00%2025-12-312026-02-11

Sponsored

IJR ISHARES TR28.3K shares0.00%2025-12-312026-02-11

ORCL ORACLE CORP16.7K shares-0.07%2025-12-312026-02-11

ISCV ISHARES TR45.4K shares0.27%2025-12-312026-02-11

JNJ JOHNSON & JOHNSON14.4K shares0.75%2025-12-312026-02-11

ALPHABET INC ALPHABET INC9.4K shares0.76%2025-12-312026-02-11

IWM ISHARES TR11.8K shares8.46%2025-12-312026-02-11

FXI ISHARES TR75.1K shares0.00%2025-12-312026-02-11

PG PROCTER AND GAMBLE CO19.7K shares1.01%2025-12-312026-02-11

Sponsored

VB VANGUARD INDEX FDS10.5K shares0.00%2025-12-312026-02-11

GEV GE VERNOVA INC4.0K shares0.30%2025-12-312026-02-11

IBB ISHARES TR13.8K shares8.69%2025-12-312026-02-11

COST COSTCO WHSL CORP NEW2.7K shares-0.74%2025-12-312026-02-11

INVESCO QQQ TR INVESCO QQQ TR3.8K shares-5.85%2025-12-312026-02-11

EFA ISHARES TR24.0K shares4.07%2025-12-312026-02-11

PEP PEPSICO INC16.1K shares0.66%2025-12-312026-02-11

HD HOME DEPOT INC6.6K shares-4.18%2025-12-312026-02-11

Sponsored

EEM ISHARES TR40.0K shares0.20%2025-12-312026-02-11

MS MORGAN STANLEY11.9K shares0.00%2025-12-312026-02-11

JPM JPMORGAN CHASE & CO.6.5K shares-2.63%2025-12-312026-02-11

PRCH PORCH GROUP INC208.5K shares-0.67%2025-12-312026-02-11

EWG ISHARES INC43.2K shares0.02%2025-12-312026-02-11

BMY BRISTOL-MYERS SQUIBB CO31.8K shares-0.15%2025-12-312026-02-11

SOFI SOFI TECHNOLOGIES INC60.8K sharesnew addition2025-12-312026-02-11

ALPHABET INC ALPHABET INC5.0K shares0.51%2025-12-312026-02-11

Sponsored

SPY SPDR S&P 500 ETF TR2.2K shares0.00%2025-12-312026-02-11

XOM EXXON MOBIL CORP12.4K shares-0.58%2025-12-312026-02-11

DVY ISHARES TR10.4K shares6.26%2025-12-312026-02-11

VWO VANGUARD INTL EQUITY INDEX F26.7K shares-0.07%2025-12-312026-02-11

MO ALTRIA GROUP INC23.6K shares0.40%2025-12-312026-02-11

META META PLATFORMS INC2.0K shares-0.15%2025-12-312026-02-11

XBI SPDR SERIES TRUST10.0K shares0.00%2025-12-312026-02-11

T AT&T INC48.3K shares1.29%2025-12-312026-02-11

Sponsored

IEUR ISHARES TR16.6K shares0.00%2025-12-312026-02-11

TNA DIREXION SHS ETF TR25.8K shares0.00%2025-12-312026-02-11

EPI WISDOMTREE TR24.0K shares0.00%2025-12-312026-02-11

IEMG ISHARES INC15.8K shares7.13%2025-12-312026-02-11

IWS ISHARES TR7.3K shares-12.05%2025-12-312026-02-11

CLX CLOROX CO DEL9.7K shares-0.15%2025-12-312026-02-11

VEA VANGUARD TAX-MANAGED FDS15.3K shares0.00%2025-12-312026-02-11

GS GOLDMAN SACHS GROUP INC1.1K shares-5.56%2025-12-312026-02-11

Sponsored

IWP ISHARES TR6.0K shares0.00%2025-12-312026-02-11

XLF SELECT SECTOR SPDR TR14.2K shares0.00%2025-12-312026-02-11

TQQQ PROSHARES TR14.2K shares100.00%2025-12-312026-02-11

Z ZILLOW GROUP INC10.3K shares0.00%2025-12-312026-02-11

ABBV ABBVIE INC3.1K shares0.00%2025-12-312026-02-11

VUG VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-02-11

GGLL DIREXION SHS ETF TR7.0K shares0.00%2025-12-312026-02-11

ISHARES GOLD TR ISHARES GOLD TR8.2K shares1.85%2025-12-312026-02-11

Sponsored

MMM 3M CO4.1K shares0.00%2025-12-312026-02-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares0.61%2025-12-312026-02-11

KRE SPDR SERIES TRUST8.0K shares0.00%2025-12-312026-02-11

DLS WISDOMTREE TR6.2K shares0.00%2025-12-312026-02-11

SCHW SCHWAB CHARLES CORP5.0K shares0.00%2025-12-312026-02-11

JOE ST JOE CO8.4K shares0.00%2025-12-312026-02-11

EMR EMERSON ELEC CO3.7K shares0.00%2025-12-312026-02-11

DIS DISNEY WALT CO4.1K shares0.00%2025-12-312026-02-11

Sponsored

EWZ ISHARES INC14.2K shares0.00%2025-12-312026-02-11

GIS GENERAL MLS INC9.4K shares0.00%2025-12-312026-02-11

PNC PNC FINL SVCS GROUP INC2.0K shares0.00%2025-12-312026-02-11

PLTR PALANTIR TECHNOLOGIES INC2.3K shares8.12%2025-12-312026-02-11

IAT ISHARES TR7.3K shares0.00%2025-12-312026-02-11

KO COCA COLA CO5.6K shares0.09%2025-12-312026-02-11

ISRG INTUITIVE SURGICAL INC675 shares0.00%2025-12-312026-02-11

GEHC GE HEALTHCARE TECHNOLOGIES I4.6K shares0.00%2025-12-312026-02-11

Sponsored

MERCK & CO INC MERCK & CO INC3.5K shares-0.78%2025-12-312026-02-11

GLD SPDR GOLD TR900 shares0.00%2025-12-312026-02-11

EWJ ISHARES INC4.4K shares-16.57%2025-12-312026-02-11

EWN ISHARES INC6.2K shares0.00%2025-12-312026-02-11

DE DEERE & CO686 shares0.00%2025-12-312026-02-11

WAT WATERS CORP815 shares0.00%2025-12-312026-02-11

UBER UBER TECHNOLOGIES INC3.7K shares0.00%2025-12-312026-02-11

INDY ISHARES TR6.0K shares0.00%2025-12-312026-02-11

Sponsored

VGT VANGUARD WORLD FD377 shares0.00%2025-12-312026-02-11

SBUX STARBUCKS CORP3.4K shares0.00%2025-12-312026-02-11

DWM WISDOMTREE TR4.1K shares0.00%2025-12-312026-02-11

KBH KB HOME5.0K shares0.00%2025-12-312026-02-11

EWD ISHARES INC5.7K shares0.00%2025-12-312026-02-11

XLE SELECT SECTOR SPDR TR5.8K shares100.00%2025-12-312026-02-11

IYR ISHARES TR2.6K shares-14.78%2025-12-312026-02-11

IBM INTERNATIONAL BUSINESS MACHS810 shares0.00%2025-12-312026-02-11

Sponsored

ESML ISHARES TR5.0K shares0.00%2025-12-312026-02-11

GLW CORNING INC2.6K shares0.00%2025-12-312026-02-11

EWA ISHARES INC8.5K shares0.00%2025-12-312026-02-11

LLY ELI LILLY & CO206 sharesnew addition2025-12-312026-02-11

DGX QUEST DIAGNOSTICS INC1.2K shares0.00%2025-12-312026-02-11

VCR VANGUARD WORLD FD521 shares0.00%2025-12-312026-02-11

TIP ISHARES TR1.9K shares0.00%2025-12-312026-02-11

VIS VANGUARD WORLD FD600 shares0.00%2025-12-312026-02-11

Sponsored

IWF ISHARES TR362 shares0.00%2025-12-312026-02-11

VFH VANGUARD WORLD FD1.2K shares0.00%2025-12-312026-02-11

NIO NIO INC30.0K shares0.00%2025-12-312026-02-11

EWC ISHARES INC2.5K shares0.00%2025-12-312026-02-11

EWH ISHARES INC6.2K shares0.00%2025-12-312026-02-11

DON WISDOMTREE TR2.5K shares0.00%2025-12-312026-02-11

SANA SANA BIOTECHNOLOGY INC23.5K shares0.00%2025-12-312026-02-11

DES WISDOMTREE TR2.9K shares0.00%2025-12-312026-02-11

Sponsored

THEMES ETF TR THEMES ETF TR30.0K sharesnew addition2025-12-312026-02-11

VTI VANGUARD INDEX FDS213 shares0.00%2025-12-312026-02-11

CLOV CLOVER HEALTH INVESTMENTS CO30.0K shares0.00%2025-12-312026-02-11

XLRE SELECT SECTOR SPDR TR1.3K shares-0.84%2025-12-312026-02-11

ABEV AMBEV SA16.3K shares0.00%2025-12-312026-02-11

EZA ISHARES INC540 shares0.00%2025-12-312026-02-11

IYJ ISHARES TR235 shares0.00%2025-12-312026-02-11

DEM WISDOMTREE TR580 shares0.00%2025-12-312026-02-11

Sponsored

VTV VANGUARD INDEX FDS100 shares0.00%2025-12-312026-02-11

IUSV ISHARES TR180 shares0.00%2025-12-312026-02-11

EIS ISHARES INC160 shares0.00%2025-12-312026-02-11

KBE SPDR SERIES TRUST275 shares0.00%2025-12-312026-02-11

MUB ISHARES TR100 shares0.00%2025-12-312026-02-11

IGIB ISHARES TR142 shares0.00%2025-12-312026-02-11

XLB SELECT SECTOR SPDR TR120 shares100.00%2025-12-312026-02-11

SUB ISHARES TR50 shares0.00%2025-12-312026-02-11

Sponsored

VGK VANGUARD INTL EQUITY INDEX F50 shares0.00%2025-12-312026-02-11

VO VANGUARD INDEX FDS9 shares0.00%2025-12-312026-02-11

IYH ISHARES TR20 shares0.00%2025-12-312026-02-11

IYW ISHARES TR2 shares-92.00%2025-12-312026-02-11

EWY ISHARES INC1 shares0.00%2025-12-312026-02-11

ICLN ISHARES TR2 shares0.00%2025-12-312026-02-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available