Viewpoint Capital Management LLC Reduced Holdings in Q1 2025

Viewpoint Capital Management LLC

  • $184 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-1.25K
- 1.0%
$190.26 - $242.06 $237K - $302K
124K $23.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-15
- 0.08%
$222.15 - $428.22 $3.33K - $6.42K
18.4K $4.78M
NVDA
Nvidia Corp

Technology
-1.39K
- 2.04%
$106.98 - $149.43 $149K - $208K
66.8K $7.24M
MSFT
Microsoft Corp

Technology
-3
- 0.02%
$375.39 - $447.2 $1.13K - $1.34K
13.6K $5.12M
AAPL
Apple Inc.

Technology
-600
- 4.05%
$209.68 - $247.1 $126K - $148K
14.2K $3.15M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-480
- 1.67%
$102.49 - $119.96 $49.2K - $57.6K
28.3K $2.96M
ISCV
Ishares Morningstar Small Cap

ETFs
-711
- 1.54%
$58.11 - $66.0 $41.3K - $46.9K
45.4K $2.69M
GOOGL
Alphabet Inc.

Communication Services
-174
- 3.23%
$154.33 - $206.19 $26.9K - $35.9K
5.22K $806K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-1.12K
- 9.1%
$68.37 - $87.97 $76.6K - $98.5K
11.2K $766K
MS
Morgan Stanley

Financial Services
-200
- 1.62%
$111.68 - $141.08 $22.3K - $28.2K
12.1K $1.41M
KBH
Kb Home

Consumer Cyclical
-700
- 12.35%
$57.73 - $70.05 $40.4K - $49K
4.97K $288K
EMR
Emerson Electric CO

Industrials
-140
- 3.56%
$108.64 - $131.17 $15.2K - $18.4K
3.8K $416K
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 0.39%
$551.42 - $612.93 $4.41K - $4.9K
2.06K $1.15M
DIS
Walt Disney CO

Communication Services
-7
- 0.17%
$96.87 - $114.0 $678 - $798
4.06K $400K
KRE
Spdr S&P Regional Banking ETF

ETFs
-400
- 4.54%
$55.11 - $65.5 $22K - $26.2K
8.41K $478K
GS
Goldman Sachs Group Inc

Financial Services
-32
- 2.52%
$524.81 - $672.19 $16.8K - $21.5K
1.24K $677K
GIS
General Mills Inc

Consumer Defensive
-200
- 2.09%
$57.56 - $65.3 $11.5K - $13.1K
9.36K $559K
META
Meta Platforms, Inc.

Communication Services
-16
- 0.74%
$576.36 - $736.67 $9.22K - $11.8K
2.16K $1.24M
Ge Healthcare Technologies I
-130
- 2.5%
N/A
5.08K $0
Ge Vernova Inc
-62
- 1.52%
N/A
4.01K $0
XLF
Financial Sector Spdr

ETFs
-300
- 2.06%
$47.32 - $52.19 $14.2K - $15.7K
14.2K $709K
KMB
Kimberly Clark Corp

Consumer Defensive
-100
- 5.29%
$124.46 - $147.4 $12.4K - $14.7K
1.79K $254K
JPM
Jpmorgan Chase & CO

Financial Services
-100
- 1.47%
$225.19 - $279.95 $22.5K - $28K
6.71K $1.65M
GLD
Spdr Gold Trust

ETFs
-119
- 11.07%
$243.19 - $288.14 $28.9K - $34.3K
956 $275K
SBUX
Starbucks Corp

Consumer Cyclical
-45
- 1.03%
$91.75 - $115.81 $4.13K - $5.21K
4.32K $423K
IAU
Ishares Gold Trust

ETFs
-1.27K
- 11.74%
$49.74 - $58.96 $62.9K - $74.6K
9.51K $560K
MMM
3 M CO

Industrials
-105
- 2.46%
$129.7 - $155.12 $13.6K - $16.3K
4.16K $610K
GE
General Electric CO

Industrials
-50
- 0.31%
$168.59 - $212.13 $8.43K - $10.6K
16.3K $3.26M
EUFN
Ishares Msci Europe Financials

ETFs
-4.2K
- 3.26%
$23.03 - $29.47 $96.7K - $124K
125K $3.55M
AIG
American International Group, Inc.

Financial Services
-650
- 1.51%
$70.5 - $86.94 $45.8K - $56.5K
42.4K $3.69M
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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