Viewpoint Capital Management LLC Purchases in Q3 2024

Viewpoint Capital Management LLC

  • $177 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
3.62K
+ 7.27%
$97.96 - $124.99 $354K - $452K
53.4K $6.65M
IWN
Ishares Russell2000 Val ETF

ETFs
4.35K
+ 12.35%
$150.05 - $171.34 $653K - $746K
39.6K $6.61M
TSLA
Tesla, Inc.

Consumer Cyclical
88
+ 0.48%
$191.76 - $263.26 $16.9K - $23.2K
18.6K $4.87M
KWEB
Kraneshares Tr Csi China Inter

ETFs
14.2K
+ 22.18%
$24.73 - $34.02 $351K - $482K
78.1K $2.66M
CAT
Caterpillar Inc

Industrials
310
+ 2.42%
$316.8 - $391.12 $98.2K - $121K
13.1K $5.12M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.41K
+ 12.35%
$112.99 - $126.45 $386K - $432K
31K $3.91M
IWM
Ishares Russell 2000 ETF

ETFs
2.65K
+ 76.32%
$200.87 - $224.6 $532K - $595K
6.12K $1.35M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
36
+ 0.2%
$475.2 - $527.7 $17.1K - $19K
18.2K $9.59M
FXI
Ishares Tr

ETFs
4.8K
+ 8.15%
$24.78 - $32.17 $119K - $154K
63.7K $2.02M
GE
General Electric CO

Industrials
25
+ 0.15%
$156.66 - $189.66 $3.92K - $4.74K
16.3K $3.08M
CLX
Clorox CO

Consumer Defensive
811
+ 10.74%
$131.73 - $166.97 $107K - $135K
8.36K $1.36M
JNJ
Johnson & Johnson

Healthcare
621
+ 4.87%
$145.48 - $167.38 $90.3K - $104K
13.4K $2.17M
DVY
Ishares Tr

ETFs
1.11K
+ 13.09%
$119.99 - $135.74 $134K - $151K
9.61K $1.3M
IEMG
Ishares Inc

ETFs
4.88K
+ 393.31%
$53.64 - $53.64 $262K - $262K
6.12K $328K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.22K
+ 17.66%
$75.32 - $84.37 $167K - $187K
14.8K $1.23M
PG
Procter & Gamble CO

Consumer Defensive
501
+ 2.6%
$160.76 - $177.82 $80.5K - $89.1K
19.7K $3.42M
QQQ
Invesco Qqq Trust, Series 1

ETFs
453
+ 21.83%
$434.77 - $502.96 $197K - $228K
2.53K $1.23M
EWG
Ishares Msci Germany ETF

ETFs
3.41K
+ 9.11%
$29.49 - $33.93 $101K - $116K
40.9K $1.38M
VZ
Verizon Communications Inc

Communication Services
4.82K
New
$38.89 - $45.0 $187K - $217K
4.82K $216K
T
At&T Inc.

Communication Services
5.51K
+ 17.32%
$18.21 - $22.28 $100K - $123K
37.4K $821K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
5K
New
$38.03 - $42.06 $190K - $210K
5K $209K
PEP
Pepsico Inc

Consumer Defensive
660
+ 4.41%
$161.9 - $179.3 $107K - $118K
15.6K $2.66M
TNA
Direxion Daily Small Cap Bull

ETFs
1.6K
+ 11.27%
$34.86 - $49.09 $55.8K - $78.5K
15.8K $700K
META
Meta Platforms, Inc.

Communication Services
3
+ 0.14%
$453.41 - $572.44 $1.36K - $1.72K
2.16K $1.24M
VEA
Vanguard Ftse Developed Market

ETFs
1.8K
+ 12.03%
$47.6 - $53.31 $85.6K - $95.9K
16.7K $884K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
539
+ 2.03%
$41.9 - $48.26 $22.6K - $26K
27.1K $1.3M
EWA
Ishares Msci Australia ETF

ETFs
4.3K
+ 102.5%
$23.21 - $27.11 $99.8K - $117K
8.5K $230K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1K
+ 6.64%
$55.51 - $61.51 $55.5K - $61.5K
16.1K $977K
GIS
General Mills Inc

Consumer Defensive
130
+ 1.56%
$62.5 - $75.15 $8.13K - $9.77K
8.44K $623K
GOOG
Alphabet Inc.

Communication Services
1.01K
+ 16.37%
$149.54 - $192.66 $151K - $195K
7.19K $1.2M
VTV
Vanguard Value ETF

ETFs
394
New
$159.75 - $174.57 $62.9K - $68.8K
394 $68K
BAC
Bank Of America Corp

Financial Services
1.98K
+ 1.24%
$36.65 - $44.13 $72.6K - $87.4K
161K $6.39M
KO
Coca Cola CO

Consumer Defensive
2
+ 0.04%
$62.69 - $73.01 $125 - $146
5.6K $402K
EFG
Msci Eafe Growth ETF

ETFs
275
New
$96.84 - $108.77 $26.6K - $29.9K
275 $29K
VUG
Vanguard Growth ETF

ETFs
2
+ 0.14%
$341.08 - $391.94 $682 - $784
1.41K $539K
PRCH
Porch Group, Inc.

Technology
2.4K
+ 1.33%
$1.09 - $2.25 $2.62K - $5.4K
183K $282K
Ge Vernova Inc
5
+ 0.12%
N/A
4.06K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2
New
$48.51 - $52.86 $97 - $106
2 $0
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4
New
$24.86 - $26.33 $99.4 - $105
4 $0
GOOGL
Alphabet Inc.

Communication Services
40
+ 0.75%
$148.65 - $191.18 $5.95K - $7.65K
5.38K $892K
MSFT
Microsoft Corp

Technology
2
+ 0.01%
$395.15 - $467.56 $790 - $935
13.6K $5.87M
AMZN
Amazon Com Inc

Consumer Cyclical
2.88K
+ 2.34%
$161.02 - $200.0 $463K - $575K
126K $23.4M
Activity Summary
Buys All Purchases 43 New Holdings 6 Increased Positions 37 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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