Fund HoldingsViewpoint Capital Management LLC

Total Portfolio Value
$157.32M
Total Bought
$13.43M
Total Sold
$9.27M
Net Transaction
+$4.17M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
CATERPILLAR INC(CAT)12,74825,333+12,5853,7698,3815.33%+4,612
NVIDIA CORPORATION(NVDA)6,9947,067+733,4646,3854.06%+2,922
VANGUARD INTL EQUITY INDEX F26,60553,210+26,6051,0932,2051.40%+1,111
SPDR SER TR
ST STR SP HOME
49,65749,577-804,7505,5323.52%+782
GENERAL ELECTRIC CO(GE)16,21016,212+22,0692,8461.81%+777
CITIGROUP INC(C)62,11161,970-1413,1953,9192.49%+724
VANGUARD INDEX FDS18,05217,832-2207,8858,5725.45%+687
BANK AMERICA CORP160,459159,109-1,3505,4036,0333.84%+631
MICROSOFT CORP(MSFT)13,39113,442+515,0355,6553.59%+620
AMERICAN INTL GROUP INC42,92042,820-1002,9083,3472.13%+439
KRANESHARES TRUST062,209+62,20901,6331.04%+1,633
ORACLE CORP(ORCL)016,710+16,71002,0991.33%+2,099
DIREXION SHS ETF TR
DA FT CH BU ETF
021,560+21,56004240.27%+424
META PLATFORMS INC(META)2,1702,155-157681,0460.67%+278
EXXON MOBIL CORP013,476+13,47601,5661.00%+1,566
JPMORGAN CHASE & CO(JPM)6,4926,804+3121,1041,3630.87%+259
HOME DEPOT INC(HD)6,8506,85002,3742,6281.67%+254
ISHARES TR33,18834,023+8355,1555,4033.43%+248
PROCTER AND GAMBLE CO(PG)19,62919,209-4202,8763,1171.98%+240
VANGUARD INTL EQUITY INDEX F25,03626,626+1,5902,8803,1111.98%+231
SPDR GOLD TR(GLD)01,160+1,16002310.15%+231
NETFLIX INC(NFLX)0380+38002080.13%+208
ISHARES TR
ESG AWARE MSCI
05,000+5,00002010.13%+201
PORCH GROUP INC(PRCH)190,000180,000-10,0005857760.49%+191
ISHARES TR131,419128,919-2,5002,7552,9321.86%+177
COSTCO WHSL CORP NEW(COST)2,4332,43301,6061,7821.13%+177
ISHARES TR2,8373,472+6355697300.46%+161
VANGUARD INDEX FDS10,28010,28002,1932,3501.49%+157
ALPHABET INC(GOOG)4,8505,463+6136778240.52%+147
SANA BIOTECHNOLOGY INC(SANA)23,54523,5450962350.15%+139
DISNEY WALT CO(DIS)04,229+4,22905170.33%+517
ISHARES INC4,1958,390+4,1951022060.13%+103
SPDR S&P 500 ETF TR(SPY)2,0632,06309811,0790.69%+99
DIREXION SHS ETF TR
DAILY FINANCIAL
3,2003,20002643590.23%+95
ISHARES TR46,09846,128+302,7292,8231.79%+94
MERCK & CO INC(MRK)3,5173,51703834640.29%+81
ALPHABET INC(GOOG)5,7595,859+1008128920.57%+80
ISHARES TR8,8798,87901,0331,1130.71%+80
PROSHARES TR
ULTRAPRO QQQ
7,1007,10003604370.28%+77
ISHARES TR12,30012,540+2409271,0010.64%+75
BERKSHIRE HATHAWAY INC DEL1,0901,096+63894610.29%+72
GE HEALTHCARE TECHNOLOGIES I(GEHC)5,3025,283-194104800.31%+70
ST JOE CO(JOE)5,0006,384+1,3843013700.24%+69
ABBVIE INC(ABBV)3,1573,057-1004895570.35%+67
ISHARES TR28,11228,11203,0433,1071.97%+64
EMERSON ELEC CO(EMR)3,9353,93503834460.28%+63
ALIBABA GROUP HLDG LTD(BABA)2,6243,674+1,0502032660.17%+62
ISHARES INC37,94637,446-5001,1271,1890.76%+62
WISDOMTREE TR(WT)23,97223,97209831,0440.66%+61
ISHARES TR6,0006,00006276850.44%+58
CLOROX CO DEL(CLX)7,6637,513-1501,0931,1500.73%+58
UBER TECHNOLOGIES INC(UBER)3,7293,72902302870.18%+58
ALTRIA GROUP INC(MO)019,677+19,67708580.55%+858
BAUSCH HEALTH COS INC018,900+18,90002010.13%+201
ISHARES TR
CORE MSCI EURO
14,95015,050+1008238710.55%+48
KB HOME(KBH)5,6705,67003544020.26%+48
VANGUARD INDEX FDS1,4031,40304364830.31%+47
DIREXION SHS ETF TR
DAILY SMALL CAP
13,20013,20005215670.36%+46
GOLDMAN SACHS GROUP INC(GS)1,2821,290+84955390.34%+44
SELECT SECTOR SPDR TR
ST STR FINL ETF
15,14214,542-6005696130.39%+43
ADMA BIOLOGICS INC13,00015,416+2,416591020.06%+43
INTUITIVE SURGICAL INC67567502282690.17%+42
ISHARES INC
MSCI JAPAN ETF
5,3275,32703423800.24%+38
ISHARES TR39,62139,671+501,5931,6301.04%+37
VANGUARD TAX-MANAGED FDS14,94614,94607167500.48%+34
SELECT SECTOR SPDR TR
ST STR ENERG ETF
03,120+3,12002950.19%+295
ISHARES GOLD TR(IAU)10,63910,63904154470.28%+32
NUCOR CORP(NUE)1,3191,31902302610.17%+31
GENUINE PARTS CO(GPC)01,740+1,74002700.17%+270
DIREXION SHS ETF TR
DLY GOOGL BUL 2X
7,0007,00002232420.15%+19
SCHWAB CHARLES CORP(SCHW)5,0005,00003443620.23%+18
ISHARES INC
CORE MSCI EMKT
9601,240+28049640.04%+15
VANGUARD WORLD FD
INF TECH ETF
37737701821980.13%+15
KIMBERLY-CLARK CORP(KMB)01,890+1,89002440.16%+244
VANGUARD WORLD FD
INDUSTRIAL ETF
60060001321460.09%+14
ISHARES INC6,5926,222-3702943080.20%+14
PNC FINL SVCS GROUP INC(PNC)2,0102,01003113250.21%+14
VANGUARD WORLD FD
FINANCIALS ETF
1,2171,21701121250.08%+12
ISHARES TR7,9927,99203343470.22%+12
WATERS CORP(WAT)81581502682810.18%+12
MORGAN STANLEY(MS)12,21512,21501,1391,1500.73%+11
WISDOMTREE TR(WT)4,1004,10002152250.14%+9
WISDOMTREE TR(WT)6,4716,47104134220.27%+9
WISDOMTREE TR(WT)2,5502,55001171240.08%+8
DEERE & CO(DE)70670602822900.18%+8
ISHARES TR6,0056,00502963030.19%+7
VANGUARD WORLD FD
CONSUM DIS ETF
52152101591660.11%+7
BECTON DICKINSON & CO(BDX)01,000+1,00002470.16%+247
WISDOMTREE TR(WT)2,0802,080085870.06%+2
VERIZON COMMUNICATIONS INC(VZ)5,3064,804-5022002020.13%+2
WISDOMTREE TR(WT)2,8562,856092930.06%+1
ISHARES TR0180+1800160.01%+16
ISHARES TR78078001061070.07%+1
ISHARES INC0160+1600100.01%+10
SELECT SECTOR SPDR TR
ST STR MATER ETF
060+60060.00%+6
SPDR SER TR
ST STR SP BANK
0275+2750130.01%+13
VANGUARD INDEX FDS09+9020.00%+2
ISHARES TR020+20010.00%+1
VANGUARD INDEX FDS03+3010.00%+1
ISHARES INC01+1000.00%0
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