Viewpoint Capital Management LLC Incresed Positions in Q4 2024

Viewpoint Capital Management LLC

  • $188 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
3.84K
+ 2.38%
$39.22 - $47.77 $151K - $183K
165K $7.25M
PRCH
Porch Group, Inc.

Technology
1.5K
+ 0.82%
$1.28 - $5.82 $1.92K - $8.73K
185K $909K
QQQ
Invesco Qqq Trust, Series 1

ETFs
940
+ 37.18%
$481.22 - $538.17 $452K - $506K
3.47K $1.77M
GOOG
Alphabet Inc.

Communication Services
1.62K
+ 22.45%
$163.08 - $198.16 $263K - $320K
8.81K $1.68M
IWM
Ishares Russell 2000 ETF

ETFs
2.04K
+ 33.24%
$216.13 - $242.4 $440K - $493K
8.16K $1.8M
IWN
Ishares Russell2000 Val ETF

ETFs
3.18K
+ 8.02%
$162.69 - $181.35 $517K - $576K
42.8K $7.02M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.9K
+ 46.76%
$75.1 - $82.99 $518K - $573K
21.7K $1.64M
IEMG
Ishares Inc

ETFs
6.46K
+ 105.61%
N/A
12.6K $674K
BMY
Bristol Myers Squibb CO

Healthcare
2.58K
+ 8.43%
$51.92 - $59.94 $134K - $155K
33.2K $1.88M
AAPL
Apple Inc.

Technology
17
+ 0.11%
$221.69 - $259.02 $3.77K - $4.4K
14.8K $3.71M
MO
Altria Group, Inc.

Consumer Defensive
3.75K
+ 19.18%
$49.06 - $57.74 $184K - $216K
23.3K $1.22M
CLX
Clorox CO

Consumer Defensive
1.28K
+ 15.31%
$156.51 - $169.74 $200K - $217K
9.64K $1.57M
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.09%
$205.18 - $250.29 $1.23K - $1.5K
6.81K $1.63M
T
At&T Inc.

Communication Services
6.83K
+ 18.29%
$21.22 - $23.88 $145K - $163K
44.2K $1.01M
KWEB
Kraneshares Tr Csi China Inter

ETFs
17.4K
+ 22.24%
$29.11 - $38.87 $506K - $675K
95.5K $2.79M
GOOGL
Alphabet Inc.

Communication Services
5
+ 0.09%
$161.86 - $196.66 $809 - $983
5.39K $1.02M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.16%
$486.1 - $608.57 $972 - $1.22K
1.27K $728K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.91K
+ 12.59%
$114.08 - $125.68 $446K - $491K
35K $4M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.19%
$873.59 - $994.69 $4.37K - $4.97K
2.68K $2.45M
PG
Procter & Gamble CO

Consumer Defensive
1.08K
+ 5.45%
$161.05 - $179.7 $173K - $193K
20.8K $3.49M
YINN
Direxion Shs ETF Tr

ETFs
7K
+ 50.8%
$25.78 - $58.57 $180K - $410K
20.8K $580K
META
Meta Platforms, Inc.

Communication Services
17
+ 0.79%
$554.08 - $632.68 $9.42K - $10.8K
2.18K $1.28M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.07%
$378.79 - $428.11 $379 - $428
1.41K $577K
SPY
Spdr S&P 500 ETF Trust

ETFs
9
+ 0.44%
$567.81 - $607.81 $5.11K - $5.47K
2.07K $1.21M
AIG
American International Group, Inc.

Financial Services
500
+ 1.17%
$70.0 - $79.22 $35K - $39.6K
43.1K $3.14M
IAU
Ishares Gold Trust

ETFs
138
+ 1.3%
$48.37 - $52.65 $6.68K - $7.27K
10.8K $533K
GLD
Spdr Gold Trust

ETFs
10
+ 0.94%
$236.59 - $257.5 $2.37K - $2.58K
1.08K $260K
Ge Vernova Inc
10
+ 0.25%
N/A
4.07K $0
GIS
General Mills Inc

Consumer Defensive
1.12K
+ 13.26%
$62.78 - $74.62 $70.3K - $83.6K
9.56K $609K
DVY
Ishares Tr

ETFs
45
+ 0.47%
$129.55 - $143.41 $5.83K - $6.45K
9.66K $1.27M
KO
Coca Cola CO

Consumer Defensive
5
+ 0.09%
$61.74 - $71.71 $309 - $359
5.6K $348K
ORCL
Oracle Corp

Technology
5
+ 0.03%
$165.41 - $192.43 $827 - $962
16.7K $2.79M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
75
+ 2.04%
$82.28 - $117.52 $6.17K - $8.81K
3.75K $317K
MSFT
Microsoft Corp

Technology
11
+ 0.08%
$406.35 - $454.46 $4.47K - $5K
13.6K $5.75M
PEP
Pepsico Inc

Consumer Defensive
976
+ 6.25%
$151.29 - $176.1 $148K - $172K
16.6K $2.52M
JNJ
Johnson & Johnson

Healthcare
681
+ 5.09%
$143.34 - $165.86 $97.6K - $113K
14.1K $2.03M
EUFN
Ishares Msci Europe Financials

ETFs
18
+ 0.01%
$23.06 - $24.69 $415 - $444
129K $3M
CAT
Caterpillar Inc

Industrials
210
+ 1.6%
$360.37 - $416.88 $75.7K - $87.5K
13.3K $4.83M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
3.56K
+ 6.66%
$104.5 - $125.64 $372K - $447K
56.9K $5.95M
Activity Summary
Buys All Purchases 42 New Holdings 2 Increased Positions 40 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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