Viewpoint Investment Partners Corp Portfolio Holdings

Viewpoint Investment Partners Corp

  • $184 Million
  • Q1 2025

Viewpoint Investment Partners Corp has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $184 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Tips Bd ETF with a value of $72.6M, Vaneck ETF Tr J.P. Morgan Em L with a value of $40.4M, Ishares Tr with a value of $33.6M, Vanguard Total Stock Market Et with a value of $4.7M, and Ishares Tr Core Growth Allocat with a value of $3.31M.

Examining the 13F form we can see an increase of $107M in the current position value, from $76.7M to 184M.

Below you can find more details about Viewpoint Investment Partners Corp portfolio as well as his latest detailed transactions.

Portfolio value $184 Million
ETFs: $170 Million
Financial Services: $4.32 Million
Technology: $3.56 Million
Consumer Defensive: $1.64 Million
Communication Services: $1.53 Million
Healthcare: $1.31 Million
Energy: $782,000
Basic Materials: $339,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$72.6 Million 39.55% of portfolio
653,800
Q1 2025 Added 71.87%
$0
$40.4 Million 21.99% of portfolio
1,695,600
Q1 2025 Added 243.8%
$0
$33.6 Million 18.28% of portfolio
425,400
Q1 2025 Added 100.0%
$0
$4.7 Million 2.56% of portfolio
17,200
Q1 2025 New
$0
$3.31 Million 1.8% of portfolio
57,590
Q4 2024 Added 31.85%
$0
$3.25 Million 1.77% of portfolio
6,318
Q1 2025 Added 0.45%
$655B
$2.26 Million 1.23% of portfolio
4,243
Q1 2025 New
$0
$2.21 Million 1.21% of portfolio
59,100
Q1 2025 Added 302.04%
$773B
$1.84 Million 1.0% of portfolio
7,495
Q1 2025 New
$0
$1.76 Million 0.96% of portfolio
29,302
Q1 2025 New
$448B
$1.64 Million 0.9% of portfolio
1,739
Q1 2025 New
$3.41T
$1.44 Million 0.78% of portfolio
3,836
Q1 2025 New
$0
$1.39 Million 0.76% of portfolio
17,537
Q1 2025 New
$0
$1.39 Million 0.76% of portfolio
19,600
Q1 2025 New
$0
$1.32 Million 0.72% of portfolio
8,155
Q1 2025 New
$324B
$1.31 Million 0.71% of portfolio
6,243
Q1 2025 New
$105B
$972,000 0.53% of portfolio
3,375
Q1 2025 New
$0
$946,000 0.52% of portfolio
20,900
Q1 2025 New
$0
$961,000 0.52% of portfolio
8,300
Q1 2025 New
$0
$720,000 0.39% of portfolio
9,871
Q1 2025 New
$0
$659,000 0.36% of portfolio
9,600
Q1 2025 New
$1.03T
$657,000 0.36% of portfolio
4,251
Q1 2025 Added 112.55%
$336B
$600,000 0.33% of portfolio
5,540
Q1 2025 New
$1.9B
$510,000 0.28% of portfolio
6,000
Q4 2023 New
$266B
$518,000 0.28% of portfolio
3,100
Q1 2025 New
$1.06T
$366,000 0.2% of portfolio
2,345
Q1 2025 New
$125B
$339,000 0.18% of portfolio
6,995
Q1 2025 New
$1.02T
$277,000 0.15% of portfolio
1,670
Q1 2025 New
$9.4B
$264,000 0.14% of portfolio
200
Q1 2025 New
$549B
$219,000 0.12% of portfolio
400
Q1 2025 New
Amplify ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 New
Spinnaker ETF Series
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $184 Million
  • Prior Value $76.7 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 25 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Viewpoint Investment Partners Corp Portfolio

Follow Viewpoint Investment Partners Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Viewpoint Investment Partners Corp, based on Form 13F filings with the SEC.

News

Stay updated on Viewpoint Investment Partners Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email