News + Filings Holdings
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Viewpoint Capital Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
AMAZON COM INC
| AMZN | Common | 138,981 | 3,281 | 14,355,383,000 | 14,340,970,000 | 12.89 | |
Hist
| 03/31/2023 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 16,341 | 2,849 | 6,145,360,000 | 6,140,680,000 | 5.52 | |
Hist
| 03/31/2023 |
BANK OF AMERICA CORP /DE/
| BAC | Common | 156,823 | -4,924 | 4,485,138,000 | 4,480,103,000 | 4.03 | |
Hist
| 03/31/2023 |
Tesla, Inc.
| TSLA | COM | 18,440 | 12,393 | 3,825,478,000 | 3,821,406,000 | 3.43 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| IWN | RUSL 2000 VALU | 26,994 | 2,395 | 3,698,724,000 | 3,695,375,000 | 3.32 | |
Hist
| 03/31/2023 |
MICROSOFT CORP
| MSFT | Common | 12,825 | -560 | 3,697,400,000 | 3,693,962,000 | 3.32 | 0.00 |
Hist
| 03/31/2023 |
SPDR SERIES TRUST
| XHB | Common | 48,442 | -1,965 | 3,282,430,000 | 3,279,672,000 | 2.95 | |
Hist
| 03/31/2023 |
CITIGROUP INC
| C | COM | 60,166 | -1,227 | 2,821,184,000 | 2,818,361,000 | 2.53 | |
Hist
| 03/31/2023 |
PEPSICO INC
| PEP | Common | 15,237 | -1,749 | 2,777,789,000 | 2,774,958,000 | 2.49 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 28,112 | -500 | 2,718,430,000 | 2,715,786,000 | 2.44 | |
Hist
| 03/31/2023 |
CATERPILLAR INC
| CAT | Common | 11,548 | -240 | 2,642,644,000 | 2,640,537,000 | 2.37 | |
Hist
| 03/31/2023 |
PROCTER & GAMBLE Co
| PG | Common | 17,580 | -1,346 | 2,614,022,000 | 2,611,301,000 | 2.35 | 0.00 |
Hist
| 03/31/2023 |
iSHARES TRUST
| JKL | Common | 46,323 | -615 | 2,416,537,000 | 2,414,176,000 | 2.17 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| EUFN | Common | 127,175 | -3,871 | 2,378,167,000 | 2,376,087,000 | 2.14 | |
Hist
| 03/31/2023 |
BRISTOL MYERS SQUIBB CO
| BMY | Common | 30,866 | -5,397 | 2,139,331,000 | 2,136,539,000 | 1.92 | |
Hist
| 03/31/2023 |
AMERICAN INTERNATIONAL GROUP, INC.
| AIG | COM | 42,220 | -3,465 | 2,126,199,000 | 2,123,863,000 | 1.91 | |
Hist
| 03/31/2023 |
NVIDIA CORP
| NVDA | Common | 7,229 | 35 | 2,007,999,000 | 2,006,908,000 | 1.80 | 0.00 |
Hist
| 03/31/2023 |
Apple Inc.
| AAPL | Common | 12,163 | -5 | 2,005,679,000 | 2,004,015,000 | 1.80 | 0.00 |
Hist
| 03/31/2023 |
VANGUARD INDEX FUNDS
| VB | ETF | 10,403 | 1,023 | 1,971,993,000 | 1,970,341,000 | 1.77 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| FXI | OPTION | 61,153 | -24,357 | 1,805,848,000 | 1,802,948,000 | 1.62 | |
Hist
| 03/31/2023 |
JOHNSON & JOHNSON
| JNJ | Common | 11,253 | -563 | 1,744,285,000 | 1,742,188,000 | 1.57 | |
Hist
| 03/31/2023 |
HOME DEPOT, INC.
| HD | Common | 5,520 | -290 | 1,629,062,000 | 1,627,468,000 | 1.46 | 0.00 |
Hist
| 03/31/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VSS | Common | 14,700 | 400 | 1,605,828,000 | 1,604,352,000 | 1.44 | |
Hist
| 03/31/2023 |
ORACLE CORP
| ORCL | Common | 16,710 | 0 | 1,552,693,000 | 1,551,525,000 | 1.39 | 0.00 |
Hist
| 03/31/2023 |
KRANESHARES TR
| KWEB | Common | 48,939 | 13,384 | 1,526,407,000 | 1,525,242,000 | 1.37 | |
Hist
| 03/31/2023 |
GENERAL ELECTRIC CO
| GE | Stock | 15,930 | -1,141 | 1,522,908,000 | 1,521,821,000 | 1.37 | 0.00 |
Hist
| 03/31/2023 |
EXXON MOBIL CORP
| XOM | Common | 12,239 | -467 | 1,342,129,000 | 1,341,041,000 | 1.20 | 0.00 |
Hist
| 03/31/2023 |
iSHARES TRUST
| EEM | Common | 31,956 | -160 | 1,260,984,000 | 1,259,696,000 | 1.13 | |
Hist
| 03/31/2023 |
iShares, Inc.
| EWG | Common | 40,856 | 565 | 1,162,762,000 | 1,161,835,000 | 1.04 | |
Hist
| 03/31/2023 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 26,603 | 5,485 | 1,074,761,000 | 1,073,881,000 | 0.96 | |
Hist
| 03/31/2023 |
MORGAN STANLEY
| MS | Common | 12,215 | -70 | 1,072,477,000 | 1,071,543,000 | 0.96 | 0.00 |
Hist
| 03/31/2023 |
iSHARES TRUST
| DVY | DJ SEL DIV INX | 8,496 | 99 | 995,517,000 | 994,529,000 | 0.89 | |
Hist
| 03/31/2023 |
iSHARES TRUST
| IWS | Common | 8,879 | -858 | 942,950,000 | 941,961,000 | 0.85 | |
Hist
| 03/31/2023 |
ALTRIA GROUP, INC.
| MO | Common | 19,342 | -855 | 863,059,000 | 862,215,000 | 0.77 | 0.00 |
Hist
| 03/31/2023 |
SPDR S&P 500 ETF TRUST
| SPY | Common | 2,063 | 0 | 844,572,000 | 843,794,000 | 0.76 | |
Hist
| 03/31/2023 |
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