Viewpoint Capital Management LLC Purchases in Q1 2025

Viewpoint Capital Management LLC

  • $184 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KWEB
Kraneshares Tr Csi China Inter

ETFs
12.7K
+ 13.3%
$27.29 - $38.29 $346K - $486K
108K $3.78M
PRCH
Porch Group, Inc.

Technology
20K
+ 10.82%
$3.79 - $7.96 $75.8K - $159K
205K $1.49M
CELH
Celsius Holdings, Inc.

Consumer Defensive
15K
New
$21.28 - $35.62 $319K - $534K
15K $534K
FXI
Ishares Tr

ETFs
2.99K
+ 4.04%
$28.65 - $38.55 $85.5K - $115K
76.9K $2.76M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
5K
+ 250.0%
$81.1 - $94.7 $406K - $474K
7K $567K
JNJ
Johnson & Johnson

Healthcare
385
+ 2.74%
$142.06 - $167.7 $54.7K - $64.6K
14.4K $2.39M
T
At&T Inc.

Communication Services
3.21K
+ 7.27%
$21.56 - $28.28 $69.2K - $90.8K
47.4K $1.34M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.45K
+ 7.01%
$110.75 - $119.78 $271K - $293K
37.4K $4.32M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.1K
+ 9.67%
$74.85 - $84.89 $157K - $178K
23.8K $1.94M
EWG
Ishares Msci Germany ETF

ETFs
1.89K
+ 4.63%
$31.57 - $39.31 $59.7K - $74.3K
42.7K $1.59M
VZ
Verizon Communications Inc

Communication Services
4.83K
New
$37.81 - $46.49 $183K - $224K
4.83K $218K
JD
Jd.Com, Inc.

Consumer Cyclical
5K
New
$33.1 - $45.21 $166K - $226K
5K $205K
IBM
International Business Machines Corp

Technology
810
New
$217.4 - $264.74 $176K - $214K
810 $201K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
145
+ 3.87%
$80.53 - $147.57 $11.7K - $21.4K
3.89K $514K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.25K
+ 6.9%
$507.05 - $563.67 $635K - $706K
19.4K $9.97M
BMY
Bristol Myers Squibb CO

Healthcare
582
+ 1.76%
$53.9 - $63.11 $31.4K - $36.7K
33.7K $2.06M
IWM
Ishares Russell 2000 ETF

ETFs
1.73K
+ 21.22%
$198.1 - $229.79 $343K - $398K
9.89K $1.97M
DGX
Quest Diagnostics Inc

Healthcare
1.2K
New
N/A
1.2K $164K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
520
+ 3.24%
$53.69 - $62.68 $27.9K - $32.6K
16.6K $996K
IEMG
Ishares Inc

ETFs
2.05K
+ 16.3%
N/A
14.6K $784K
EEM
Ishares Msci Emerging Markets

ETFs
340
+ 0.84%
$40.81 - $45.34 $13.9K - $15.4K
40.6K $1.78M
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 0.41%
$890.62 - $1076.86 $9.8K - $11.8K
2.69K $2.54M
C
Citigroup Inc

Financial Services
740
+ 1.21%
$67.23 - $84.63 $49.8K - $62.6K
61.8K $4.39M
PG
Procter & Gamble CO

Consumer Defensive
111
+ 0.53%
$158.56 - $176.26 $17.6K - $19.6K
20.9K $3.57M
QQQ
Invesco Qqq Trust, Series 1

ETFs
415
+ 11.97%
$468.34 - $539.52 $194K - $224K
3.88K $1.82M
DVY
Ishares Tr

ETFs
53
+ 0.55%
$128.58 - $138.1 $6.81K - $7.32K
9.71K $1.3M
JOE
St Joe CO

Real Estate
500
+ 7.26%
$43.61 - $49.45 $21.8K - $24.7K
7.38K $346K
PEP
Pepsico Inc

Consumer Defensive
412
+ 2.48%
$142.64 - $156.42 $58.8K - $64.4K
17K $2.55M
BHC
Bausch Health Companies Inc.

Healthcare
5.1K
+ 26.98%
$6.16 - $7.94 $31.4K - $40.5K
24K $155K
MRK
Merck & Co., Inc.

Healthcare
15
+ 0.4%
$83.01 - $101.02 $1.25K - $1.52K
3.79K $339K
CLX
Clorox CO

Consumer Defensive
343
+ 3.56%
$141.76 - $162.89 $48.6K - $55.9K
9.99K $1.47M
GOOG
Alphabet Inc.

Communication Services
1.12K
+ 12.67%
$156.06 - $207.71 $174K - $232K
9.92K $1.55M
IWN
Ishares Russell2000 Val ETF

ETFs
2.78K
+ 6.5%
$149.27 - $169.4 $415K - $471K
45.6K $6.88M
VB
Vanguard Small Cap ETF

ETFs
123
+ 1.2%
$217.89 - $252.64 $26.8K - $31.1K
10.4K $2.31M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.06K
+ 1.86%
$95.53 - $112.45 $101K - $119K
58K $5.62M
BAC
Bank Of America Corp

Financial Services
445
+ 0.27%
$39.61 - $47.74 $17.6K - $21.2K
165K $6.9M
CAT
Caterpillar Inc

Industrials
200
+ 1.5%
$326.75 - $407.63 $65.4K - $81.5K
13.5K $4.45M
Activity Summary
Buys All Purchases 38 New Holdings 5 Increased Positions 33 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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