Viewpoint Investment Partners Corp Portfolio Holdings

Viewpoint Investment Partners Corp

  • $76.7 Million
  • Q4 2024

Viewpoint Investment Partners Corp has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $76.7 Million distributed in 8 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 $40.5M, Ishares Tr with a value of $16.7M, Vaneck ETF Tr J.P. Morgan Em L with a value of $11.4M, Vanguard Index Fds S&P 500 ETF with a value of $3.39M, and Ishares Tr Core Growth Allocat with a value of $3.3M.

Examining the 13F form we can see an decrease of $47.8M in the current position value, from $125M to 76.7M.

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

Portfolio value $76.7 Million
ETFs: $75.9 Million
Communication Services: $824,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.5 Million 52.84% of portfolio
380,400
Q4 2024 Reduced 33.25%
$0
$16.7 Million 21.81% of portfolio
212,700
Q4 2024 Reduced 11.96%
$0
$11.4 Million 14.86% of portfolio
493,200
Q4 2024 Reduced 62.55%
$0
$3.39 Million 4.42% of portfolio
6,290
Q4 2024 Added 0.29%
$0
$3.3 Million 4.3% of portfolio
57,590
Q4 2024 Added 31.85%
$0
$530,000 0.69% of portfolio
14,700
Q4 2024 Reduced 65.57%
$1.6B
$446,000 0.58% of portfolio
6,000
Q4 2023 New
$1.1T
$378,000 0.49% of portfolio
2,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $76.7 Million
  • Prior Value $125 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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