Fund HoldingsViewpoint Capital Management LLC

Total Portfolio Value
$143.02M
Total Bought
$9.47M
Total Sold
$6.57M
Net Transaction
+$2.90M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
AMAZON COM INC(AMZN)0134,535+134,535020,44114.29%+20,441
BANK AMERICA CORP0160,459+160,45905,4033.78%+5,403
VANGUARD INDEX FDS018,052+18,05207,8855.51%+7,885
SPDR SER TR
ST STR SP HOME
049,657+49,65704,7503.32%+4,750
ISHARES TR033,188+33,18805,1553.60%+5,155
MICROSOFT CORP(MSFT)013,391+13,39105,0353.52%+5,035
APPLE INC(AAPL)015,851+15,85103,0522.13%+3,052
CITIGROUP INC(C)062,111+62,11103,1952.23%+3,195
VANGUARD INTL EQUITY INDEX F22,34825,036+2,6882,3732,8802.01%+507
PORCH GROUP INC(PRCH)0190,000+190,00005850.41%+585
INVESCO QQQ TR1,5752,512+9375641,0290.72%+464
NVIDIA CORPORATION(NVDA)6,9646,994+303,0293,4642.42%+434
ISHARES TR028,112+28,11203,0432.13%+3,043
ISHARES TR046,098+46,09802,7291.91%+2,729
HOME DEPOT INC(HD)6,8406,850+102,0672,3741.66%+307
AMERICAN INTL GROUP INC42,92042,92002,6012,9082.03%+307
CATERPILLAR INC(CAT)12,76312,748-153,4843,7692.64%+285
GENERAL ELECTRIC CO(GE)16,21016,21001,7922,0691.45%+277
ISHARES TR131,406131,419+132,4852,7551.93%+270
DIREXION SHS ETF TR
DAILY FINANCIAL
03,200+3,20002640.18%+264
VANGUARD INDEX FDS010,280+10,28002,1931.53%+2,193
JPMORGAN CHASE & CO(JPM)5,9656,492+5278651,1040.77%+239
COSTCO WHSL CORP NEW(COST)2,4252,433+81,3701,6061.12%+236
UBER TECHNOLOGIES INC(UBER)03,729+3,72902300.16%+230
INTUITIVE SURGICAL INC0675+67502280.16%+228
ALIBABA GROUP HLDG LTD(BABA)02,624+2,62402030.14%+203
VERIZON COMMUNICATIONS INC(VZ)05,306+5,30602000.14%+200
DIREXION SHS ETF TR
DAILY SMALL CAP
013,200+13,20005210.36%+521
ZILLOW GROUP INC(Z)017,182+17,18209940.70%+994
MORGAN STANLEY(MS)12,21512,21509981,1390.80%+141
ISHARES TR2,5052,837+3324435690.40%+127
ALPHABET INC(GOOG)5,2245,759+5356898120.57%+123
META PLATFORMS INC(META)2,1702,17006517680.54%+117
PROSHARES TR
ULTRAPRO QQQ
7,1007,10002533600.25%+107
SELECT SECTOR SPDR TR
ST STR FINL ETF
13,94215,142+1,2004625690.40%+107
ISHARES TR8,8798,87909261,0330.72%+106
SPDR SER TR
ST STR SP BIOT
1,0002,000+1,000731790.12%+106
WISDOMTREE TR(WT)23,97223,97208819830.69%+102
SPDR S&P 500 ETF TR(SPY)2,0632,06308829810.69%+99
SPDR SER TR
ST STR SP REGBNK
8,8108,81003684620.32%+94
KB HOME(KBH)5,6705,67002623540.25%+92
ISHARES TR39,62139,62101,5041,5931.11%+90
DIREXION SHS ETF TR
DAILY BANKS ETF
1,8501,950+1001001900.13%+89
ISHARES TR9,1779,182+59881,0760.75%+88
CLOROX CO DEL(CLX)07,663+7,66301,0930.76%+1,093
ISHARES TR
CORE MSCI EURO
14,95014,95007428230.58%+80
GOLDMAN SACHS GROUP INC(GS)1,2821,28204154950.35%+80
ISHARES TR12,30012,30008489270.65%+79
ISHARES TR6,0006,00005486270.44%+79
3M CO(MMM)4,5144,51404234930.35%+71
SCHWAB CHARLES CORP(SCHW)5,0005,00002753440.24%+70
ISHARES TR7,9927,99202693340.23%+66
PNC FINL SVCS GROUP INC(PNC)2,0102,01002473110.22%+64
VANGUARD TAX-MANAGED FDS14,94014,946+66537160.50%+63
ISHARES INC14,57514,57504475100.36%+63
AT&T INC(T)39,31938,833-4865916520.46%+61
VANGUARD INDEX FDS1,4031,40303824360.30%+54
VANGUARD INTL EQUITY INDEX F26,60326,605+21,0431,0930.76%+50
ALPHABET INC(GOOG)4,8004,850+506286770.47%+49
GE HEALTHCARE TECHNOLOGIES I(GEHC)05,302+5,30204100.29%+410
ISHARES TR3,4613,46102703160.22%+46
WATERS CORP(WAT)81581502232680.19%+45
ISHARES INC6,5926,59202512940.21%+44
ISHARES GOLD TR(IAU)10,63910,63903724150.29%+43
WISDOMTREE TR(WT)6,4716,47103724130.29%+41
ISHARES INC5,9895,98901972360.17%+39
ISHARES INC037,946+37,94601,1270.79%+1,127
ST JOE CO(JOE)5,0005,00002723010.21%+29
VANGUARD WORLD FDS
INF TECH ETF
37737701561820.13%+26
ISHARES TR6,0056,00502712960.21%+24
NUCOR CORP(NUE)1,3191,31902062300.16%+23
MERCK & CO INC(MRK)3,5173,51703623830.27%+21
STARBUCKS CORP(SBUX)4,3424,34203964170.29%+21
ISHARES INC
MSCI JAPAN ETF
5,3275,32703213420.24%+21
ABBVIE INC(ABBV)3,1573,15704714890.34%+19
VANGUARD WORLD FDS
CONSUM DIS ETF
52152101401590.11%+18
WISDOMTREE TR(WT)4,1004,10001982150.15%+17
DEERE & CO(DE)70670602662820.20%+16
VANGUARD WORLD FDS
INDUSTRIAL ETF
60060001171320.09%+15
DIREXION SHS ETF TR
DLY GOOGL BUL 2X
7,0007,00002082230.16%+15
COCA COLA CO(KO)5,8505,805-453273420.24%+15
VANGUARD WORLD FDS
FINANCIALS ETF
1,2171,2170981120.08%+15
PROCTER AND GAMBLE CO(PG)019,629+19,62902,8762.01%+2,876
ADMA BIOLOGICS INC13,00013,000047590.04%+12
WISDOMTREE TR(WT)2,5502,55001041170.08%+12
ISHARES INC4,1954,1950901020.07%+12
WISDOMTREE TR(WT)2,8562,856081920.06%+11
ISHARES TR7807800951060.07%+11
GENERAL MLS INC(GIS)08,964+8,96405840.41%+584
PEPSICO INC(PEP)015,705+15,70502,6671.87%+2,667
ISHARES INC2,7702,7700931020.07%+9
SELECT SECTOR SPDR TR
ST STR REAL ETF
1,3691,369047550.04%+8
ISHARES TR1,8501,85001921990.14%+7
BERKSHIRE HATHAWAY INC DEL1,0901,09003823890.27%+7
WISDOMTREE TR(WT)2,0802,080078850.06%+7
SANA BIOTECHNOLOGY INC(SANA)23,54523,545091960.07%+5
ISHARES TR325325033370.03%+4
AMBEV SA(ABEV)16,30016,300042460.03%+4
EMERSON ELEC CO(EMR)3,9353,93503803830.27%+3
ISHARES INC
CORE MSCI EMKT
960960046490.03%+3
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