HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AMAZON COM INC |
93,723 | -40,812 | $16,906 |
| AMZN | 93,723 | -40,812 | $16,906 |
| CATERPILLAR INC |
25,333 | +12,585 | $9,283 |
| CAT | 25,333 | +12,585 | $9,283 |
| VANGUARD INDEX FDS (VOO) |
17,832 | -220 | $8,572 |
| VOO | 17,832 | -220 | $8,572 |
| NVIDIA CORPORATION |
7,067 | +73 | $6,385 |
| NVDA | 7,067 | +73 | $6,385 |
| BANK AMERICA CORP |
159,109 | -1,350 | $6,033 |
| BAC | 159,109 | -1,350 | $6,033 |
| MICROSOFT CORP |
13,442 | +51 | $5,655 |
| MSFT | 13,442 | +51 | $5,655 |
| SPDR SER TR (XHB) |
49,577 | -80 | $5,532 |
| XHB | 49,577 | -80 | $5,532 |
| ISHARES TR (IWN) |
34,023 | +835 | $5,403 |
| IWN | 34,023 | +835 | $5,403 |
| CITIGROUP INC |
61,970 | -141 | $3,919 |
| C | 61,970 | -141 | $3,919 |
| AMERICAN INTL GROUP INC |
42,820 | -100 | $3,347 |
| AIG | 42,820 | -100 | $3,347 |
| TESLA INC |
18,474 | UNCH | $3,247 |
| TSLA | 18,474 | UNCH | $3,247 |
| PROCTER AND GAMBLE CO |
19,209 | -420 | $3,117 |
| PG | 19,209 | -420 | $3,117 |
| VANGUARD INTL EQUITY INDEX F (VSS) |
26,626 | +1,590 | $3,111 |
| VSS | 26,626 | +1,590 | $3,111 |
| ISHARES TR (IJR) |
28,112 | UNCH | $3,107 |
| IJR | 28,112 | UNCH | $3,107 |
| ISHARES TR (EUFN) |
128,919 | -2,500 | $2,932 |
| EUFN | 128,919 | -2,500 | $2,932 |
| GENERAL ELECTRIC CO |
16,212 | +2 | $2,846 |
| GE | 16,212 | +2 | $2,846 |
| ISHARES TR (ISCV) |
46,128 | +30 | $2,823 |
| ISCV | 46,128 | +30 | $2,823 |
| PEPSICO INC |
15,181 | -524 | $2,657 |
| PEP | 15,181 | -524 | $2,657 |
| HOME DEPOT INC |
6,850 | UNCH | $2,628 |
| HD | 6,850 | UNCH | $2,628 |
| APPLE INC |
14,731 | -1,120 | $2,526 |
| AAPL | 14,731 | -1,120 | $2,526 |
| VANGUARD INDEX FDS (VB) |
10,280 | UNCH | $2,350 |
| VB | 10,280 | UNCH | $2,350 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
53,210 | +26,605 | $2,205 |
| VWO | 53,210 | +26,605 | $2,205 |
| ORACLE CORP |
16,710 | UNCH | $2,099 |
| ORCL | 16,710 | UNCH | $2,099 |
| JOHNSON & JOHNSON |
12,996 | -330 | $2,056 |
| JNJ | 12,996 | -330 | $2,056 |
| COSTCO WHSL CORP NEW |
2,433 | UNCH | $1,782 |
| COST | 2,433 | UNCH | $1,782 |
| KRANESHARES TRUST (KWEB) |
62,209 | +15,945 | $1,633 |
| KWEB | 62,209 | +15,945 | $1,633 |
| ISHARES TR (EEM) |
39,671 | +50 | $1,630 |
| EEM | 39,671 | +50 | $1,630 |
| EXXON MOBIL CORP |
13,476 | +527 | $1,566 |
| XOM | 13,476 | +527 | $1,566 |
| BRISTOL MYERS SQUIBB CO |
28,346 | -2,400 | $1,537 |
| BMY | 28,346 | -2,400 | $1,537 |
| ISHARES TR (FXI) |
58,558 | -1,860 | $1,409 |
| FXI | 58,558 | -1,860 | $1,409 |
| JPMORGAN CHASE & CO |
6,804 | +312 | $1,363 |
| JPM | 6,804 | +312 | $1,363 |
| ISHARES INC (EWG) |
37,446 | -500 | $1,189 |
| EWG | 37,446 | -500 | $1,189 |
| CLOROX CO DEL |
7,513 | -150 | $1,150 |
| CLX | 7,513 | -150 | $1,150 |
| MORGAN STANLEY |
12,215 | UNCH | $1,150 |
| MS | 12,215 | UNCH | $1,150 |
| ISHARES TR (IWS) |
8,879 | UNCH | $1,113 |
| IWS | 8,879 | UNCH | $1,113 |
| SPDR S&P 500 ETF TR (SPY) |
2,063 | UNCH | $1,079 |
| SPY | 2,063 | UNCH | $1,079 |
| ISHARES TR (DVY) |
8,643 | -539 | $1,065 |
| DVY | 8,643 | -539 | $1,065 |
| META PLATFORMS INC |
2,155 | -15 | $1,046 |
| META | 2,155 | -15 | $1,046 |
| WISDOMTREE TR |
23,972 | UNCH | $1,044 |
| EPI | 23,972 | UNCH | $1,044 |
| ISHARES TR (EFA) |
12,540 | +240 | $1,001 |
| EFA | 12,540 | +240 | $1,001 |
| INVESCO QQQ TR |
2,075 | -437 | $921 |
| QQQ | 2,075 | -437 | $921 |
| ALPHABET INC |
5,859 | +100 | $892 |
| GOOG | 5,859 | +100 | $892 |
| ISHARES TR (IEUR) |
15,050 | +100 | $871 |
| IEUR | 15,050 | +100 | $871 |
| ALTRIA GROUP INC |
19,677 | -326 | $858 |
| MO | 19,677 | -326 | $858 |
| ZILLOW GROUP INC |
17,102 | -80 | $834 |
| Z | 17,102 | -80 | $834 |
| ALPHABET INC |
5,463 | +613 | $824 |
| GOOGL | 5,463 | +613 | $824 |
| PORCH GROUP INC |
180,000 | -10,000 | $776 |
| PRCH | 180,000 | -10,000 | $776 |
| VANGUARD TAX MANAGED FDS (VEA) |
14,946 | UNCH | $750 |
| VEA | 14,946 | UNCH | $750 |
| ISHARES TR (IWM) |
3,472 | +635 | $730 |
| IWM | 3,472 | +635 | $730 |
| ISHARES TR (IWP) |
6,000 | UNCH | $685 |
| IWP | 6,000 | UNCH | $685 |
See Full List: All Stocks Held By Viewpoint Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Viewpoint Capital Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $158,246 At 12/31/2023: $143,023 Viewpoint Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Viewpoint Capital Management LLC 13F filings. Link to 13F filings: SEC filings |
