Fund HoldingsViewpoint Capital Management LLC

Total Portfolio Value
$185.83M
Total Bought
$8.82M
Total Sold
$13.40M
Net Transaction
-$4.58M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
KRANESHARES TRUST95,461108,156+12,6952,7913,7762.03%+984
PORCH GROUP INC(PRCH)184,900204,900+20,0009101,4940.80%+584
AMERICAN INTL GROUP INC43,07442,424-6503,1363,6881.98%+553
ISHARES TR0124,767+124,76703,5551.91%+3,555
GE AEROSPACE(GE)016,289+16,28903,2601.75%+3,260
CELSIUS HLDGS INC(CELH)015,002+15,00205340.29%+534
ISHARES TR73,88876,873+2,9852,2492,7551.48%+506
SPDR SER TR
ST STR SP BIOT
2,0007,000+5,0001805680.31%+388
JOHNSON & JOHNSON(JNJ)014,436+14,43602,3941.29%+2,394
AT&T INC(T)44,18247,392+3,2101,0061,3400.72%+334
VANGUARD INTL EQUITY INDEX F34,95537,405+2,4504,0024,3242.33%+322
ISHARES TR21,65523,750+2,0951,6371,9411.04%+304
ISHARES INC042,746+42,74601,5850.85%+1,585
DIREXION SHS ETF TR
DA FT CH BU ETF
20,78020,78005818620.46%+281
ALTRIA GROUP INC(MO)23,28124,739+1,4581,2171,4850.80%+268
VERIZON COMMUNICATIONS INC(VZ)04,828+4,82802190.12%+219
JD.COM INC(JD)05,000+5,00002060.11%+206
QUEST DIAGNOSTICS INC(DGX)01,200+1,20002030.11%+203
INTERNATIONAL BUSINESS MACHS(IBM)0810+81002010.11%+201
ALIBABA GROUP HLDG LTD(BABA)03,894+3,89405150.28%+515
VANGUARD INDEX FDS18,15819,410+1,2529,7849,9755.37%+191
BRISTOL-MYERS SQUIBB CO(BMY)33,15533,737+5821,8752,0581.11%+182
ISHARES TR8,1579,888+1,7311,8021,9731.06%+170
EXXON MOBIL CORP012,929+12,92901,5380.83%+1,538
ISHARES INC
CORE MSCI EMKT
12,57714,627+2,0506577890.42%+133
ISHARES TR
CORE MSCI EURO
016,570+16,57009970.54%+997
ABBVIE INC(ABBV)03,057+3,05706410.34%+641
ISHARES TR040,636+40,63601,7760.96%+1,776
COSTCO WHSL CORP NEW(COST)2,6782,689+112,4542,5431.37%+89
BERKSHIRE HATHAWAY INC DEL1,1261,12605106000.32%+89
CITIGROUP INC(C)61,06061,800+7404,2984,3872.36%+89
PROCTER AND GAMBLE CO(PG)20,81720,928+1113,4903,5671.92%+77
3M CO(MMM)04,159+4,15906110.33%+611
COCA COLA CO(KO)05,600+5,60004010.22%+401
INVESCO QQQ TR3,4683,883+4151,7731,8210.98%+48
ISHARES INC014,325+14,32503700.20%+370
VANGUARD TAX-MANAGED FDS015,693+15,69307980.43%+798
UBER TECHNOLOGIES INC(UBER)03,729+3,72902720.15%+272
DEERE & CO(DE)90690603844250.23%+41
ST JOE CO(JOE)07,384+7,38403470.19%+347
ISHARES TR9,6589,711+531,2681,3040.70%+36
VANGUARD INTL EQUITY INDEX F026,821+26,82101,2140.65%+1,214
ISHARES GOLD TR(IAU)10,7779,512-1,2655345610.30%+27
ISHARES INC05,679+5,67902390.13%+239
PEPSICO INC(PEP)017,012+17,01202,5511.37%+2,551
STARBUCKS CORP(SBUX)04,322+4,32204240.23%+424
SELECT SECTOR SPDR TR
ST STR ENERG ETF
3,1203,12002672920.16%+24
DIREXION SHS ETF TR
DAILY FINANCIAL
3,2003,20004835060.27%+23
WISDOMTREE TR(WT)4,1004,10002162380.13%+22
SCHWAB CHARLES CORP(SCHW)5,0005,00003703910.21%+21
WISDOMTREE TR(WT)06,471+6,47104270.23%+427
SPDR GOLD TR(GLD)1,075956-1192602750.15%+15
ISHARES INC06,222+6,22202910.16%+291
JPMORGAN CHASE & CO.(JPM)6,8106,710-1001,6321,6460.89%+14
CLOVER HEALTH INVESTMENTS CO(CLOV)30,50030,5000961090.06%+13
ISHARES TR03,461+3,46103310.18%+331
ISHARES TR1,8501,85001972060.11%+8
AMBEV SA(ABEV)16,30016,300030380.02%+8
ISHARES INC
MSCI JAPAN ETF
5,2825,28203543620.19%+8
KIMBERLY-CLARK CORP(KMB)1,8901,790-1002482550.14%+7
SELECT SECTOR SPDR TR
ST STR FINL ETF
14,54214,242-3007037090.38%+7
ISHARES INC6,2416,24101041090.06%+5
GENUINE PARTS CO(GPC)01,740+1,74002070.11%+207
ISHARES INC540540023260.01%+3
BAUSCH HEALTH COS INC18,90024,000+5,1001521550.08%+3
GE HEALTHCARE TECHNOLOGIES I(GEHC)05,079+5,07904100.22%+410
BECTON DICKINSON & CO(BDX)1,0001,00002272290.12%+2
VANGUARD WORLD FD
FINANCIALS ETF
1,2171,21701441450.08%+2
SELECT SECTOR SPDR TR
ST STR REAL ETF
1,3141,314053550.03%+2
SANA BIOTECHNOLOGY INC(SANA)023,545+23,5450400.02%+40
ISHARES INC2,4702,47001001010.05%+1
WISDOMTREE TR(WT)580580023240.01%+1
VANGUARD INDEX FDS0166+1660290.02%+29
VANGUARD INTL EQUITY INDEX F50500340.00%0
ISHARES TR1421420770.00%0
SELECT SECTOR SPDR TR
ST STR MATER ETF
60600550.00%0
ISHARES TR20200110.00%0
ISHARES TR50500550.00%0
ISHARES INC110000.00%0
ISHARES TR220000.00%0
VANGUARD INDEX FDS990220.00%-0
ISHARES TR180180017170.01%-0
ISHARES TR100100011110.01%-0
BLACKBERRY LTD(BB)20,00020,000076750.04%-0
ISHARES TR06,005+6,00503050.16%+305
ISHARES INC160160012120.01%-0
SPDR SER TR
ST STR SP BANK
275275015150.01%-1
ISHARES TR235235031310.02%-1
ISHARES TR150150016150.01%-2
WATERS CORP(WAT)81581503023000.16%-2
ISHARES TR78078001031000.05%-3
ISHARES INC8,4958,49502031990.11%-4
WISDOMTREE TR(WT)2,5502,55001301260.07%-4
VANGUARD WORLD FD
INDUSTRIAL ETF
60060001531490.08%-4
VANGUARD INDEX FDS0295+2950810.04%+81
WISDOMTREE TR(WT)2,8562,856098910.05%-7
ISHARES TR36236201451310.07%-15
NIO INC(NIO)30,00030,00001311140.06%-16
INTUITIVE SURGICAL INC67567503523340.18%-18
VANGUARD WORLD FD
CONSUM DIS ETF
52152101961700.09%-26
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