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%
$631B
$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%
$831B
$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
$435B
$1.64 Million 0.9% of portfolio
1,739
Q1 2025 New
$3.75T
$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
$337B
$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
$1.07T
$657,000 0.36% of portfolio
4,251
Q1 2025 Added 112.55%
$406B
$600,000 0.33% of portfolio
5,540
Q1 2025 New
$1.93B
$510,000 0.28% of portfolio
6,000
Q4 2023 New
$300B
$518,000 0.28% of portfolio
3,100
Q1 2025 New
$1.08T
$366,000 0.2% of portfolio
2,345
Q1 2025 New
$126B
$339,000 0.18% of portfolio
6,995
Q1 2025 New
$1.2T
$277,000 0.15% of portfolio
1,670
Q1 2025 New
$8.08B
$264,000 0.14% of portfolio
200
Q1 2025 New
$539B
$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
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