Viewpoint Capital Management LLC Diversified Active

CIK: 0001906223 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 30, 2024

Total Value ($000): $163,389 (100.0% shares, 0.0% debt)

Holdings (139)

AMZN AMAZON.COM INC 14.5%
Value ($000) $23,753 Shares 122,912 Est. Cost $140.12 Unrealized +31.1%
VOO VANGUARD S&P 500 ETF 5.6%
Value ($000) $9,076 Shares 18,147 Est. Cost $412.45 Unrealized
NVDA NVIDIA CORP 5.3%
Value ($000) $8,625 Shares 69,814 Est. Cost $93.65 Unrealized +7.9%
BAC BANK OF AMERICA CORP 3.9%
Value ($000) $6,327 Shares 159,099 Est. Cost $40.68 Unrealized -9.4%
MSFT MICROSOFT CORP 3.7%
Value ($000) $6,095 Shares 13,636 Est. Cost $314.64 Unrealized +32.6%
IWN ISHARES RUSSELL 2000 VALUE ETF 3.3%
Value ($000) $5,369 Shares 35,254 Est. Cost $149.56 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 3.1%
Value ($000) $5,029 Shares 49,757 Est. Cost $85.30 Unrealized
CAT CATERPILLAR INC 2.6%
Value ($000) $4,259 Shares 12,785 Est. Cost $249.74 Unrealized +35.6%
C CITIGROUP INC 2.4%
Value ($000) $3,934 Shares 61,985 Est. Cost $56.85 Unrealized +3.3%
TSLA TESLA INC 2.2%
Value ($000) $3,664 Shares 18,519 Est. Cost $293.04 Unrealized -40.4%
VSS VGRD FTSE ALL WRLD EX USSML CAP ETF 2.0%
Value ($000) $3,246 Shares 27,632 Est. Cost $122.24 Unrealized
AIG AMERICAN INTL GROUP 1.9%
Value ($000) $3,183 Shares 42,874 Est. Cost $51.80 Unrealized +42.2%
PG PROCTER & GAMBLE 1.9%
Value ($000) $3,173 Shares 19,240 Est. Cost $134.97 Unrealized +16.5%
AAPL APPLE INC 1.9%
Value ($000) $3,115 Shares 14,788 Est. Cost $159.56 Unrealized +16.0%
IJR ISHARES CORE S&P SMALL CAP ETF 1.9%
Value ($000) $3,066 Shares 28,749 Est. Cost $114.34 Unrealized
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 1.8%
Value ($000) $2,883 Shares 128,949 Est. Cost $19.94 Unrealized
ISCV ISHARES MORN SMALL CAP VALUE ETF 1.6%
Value ($000) $2,671 Shares 46,128 Est. Cost $59.44 Unrealized
GE GE AEROSPACE 1.6%
Value ($000) $2,593 Shares 16,314 Est. Cost $61.87 Unrealized +155.3%
PEP PEPSICO INC 1.5%
Value ($000) $2,468 Shares 14,964 Est. Cost $143.94 Unrealized +12.8%
HD HOME DEPOT INC 1.4%
Value ($000) $2,365 Shares 6,870 Est. Cost $330.61 Unrealized -0.9%
ORCL ORACLE CORP 1.4%
Value ($000) $2,359 Shares 16,710 Est. Cost $88.90 Unrealized +37.6%
COST COSTCO WHOLESALE CO 1.4%
Value ($000) $2,281 Shares 2,683 Est. Cost $514.32 Unrealized +50.5%
VB VANGUARD SMALL CAP ETF 1.4%
Value ($000) $2,241 Shares 10,280 Est. Cost $211.10 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $1,863 Shares 12,749 Est. Cost $146.00 Unrealized -3.1%
KWEB KRANESHARES CSI CHINA INTERNET ETF 1.1%
Value ($000) $1,727 Shares 63,919 Est. Cost $30.49 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 1.1%
Value ($000) $1,719 Shares 40,351 Est. Cost $46.77 Unrealized
FXI ISHARES CHINA LARGE CAP ETF 0.9%
Value ($000) $1,530 Shares 58,888 Est. Cost $36.44 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,517 Shares 13,176 Est. Cost $58.33 Unrealized +88.7%
JPM J P MORGAN CHASE & CO 0.8%
Value ($000) $1,376 Shares 6,804 Est. Cost $148.78 Unrealized +27.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.8%
Value ($000) $1,371 Shares 5,126 Est. Cost $267.47 Unrealized
MS MORGAN STANLEY 0.7%
Value ($000) $1,197 Shares 12,319 Est. Cost $86.77 Unrealized +4.6%
BMY BRISTOL-MYERS SQUIBB 0.7%
Value ($000) $1,178 Shares 28,371 Est. Cost $49.32 Unrealized -16.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $1,164 Shares 26,605 Est. Cost $43.95 Unrealized
EPI WISDOMTREE INDIA EARNINGS ETF 0.7%
Value ($000) $1,157 Shares 23,972 Est. Cost $36.08 Unrealized
EWG ISHARES MSCI GERMANY ETF 0.7%
Value ($000) $1,147 Shares 37,446 Est. Cost $32.01 Unrealized
GOOG ALPHABET INC. CLASS C 0.7%
Value ($000) $1,134 Shares 6,181 Est. Cost $114.87 Unrealized +47.0%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $1,124 Shares 2,065 Est. Cost $474.99 Unrealized
META META PLATFORMS INC CLASS A 0.7%
Value ($000) $1,087 Shares 2,155 Est. Cost $316.43 Unrealized +52.7%
IWS ISHARES RUSSELL MID CAP VALUE ETF 0.7%
Value ($000) $1,072 Shares 8,879 Est. Cost $121.65 Unrealized
CLX CLOROX CO 0.6%
Value ($000) $1,030 Shares 7,551 Est. Cost $145.35 Unrealized -9.6%
DVY ISHARES SELECT DIVIDEND ETF 0.6%
Value ($000) $1,028 Shares 8,500 Est. Cost $121.47 Unrealized
QQQ INVSC QQQ TRUST SRS 1 ETF IV 0.6%
Value ($000) $994 Shares 2,075 Est. Cost $399.39 Unrealized
EFA ISHARES MSCI EAFE ETF 0.6%
Value ($000) $982 Shares 12,540 Est. Cost $76.50 Unrealized
GOOGL ALPHABET INC. CLASS A 0.6%
Value ($000) $973 Shares 5,344 Est. Cost $115.69 Unrealized +44.7%
MO ALTRIA GROUP INC 0.5%
Value ($000) $893 Shares 19,606 Est. Cost $32.94 Unrealized +18.7%
IEUR ISHARES CORE MSCI EUROPEETF 0.5%
Value ($000) $857 Shares 15,050 Est. Cost $58.13 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.5%
Value ($000) $739 Shares 14,946 Est. Cost $48.44 Unrealized
Z ZILLOW GROUP INC 0.4%
Value ($000) $708 Shares 15,264 Est. Cost $67.67 Unrealized -35.0%
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $704 Shares 3,472 Est. Cost $191.20 Unrealized
GEV GE VERNOVA INC 0.4%
Value ($000) $695 Shares 4,053 Est. Cost $158.10 Unrealized 0.0%
IWP ISHARES RUSSELL MID CAP GROWTH ETF 0.4%
Value ($000) $662 Shares 6,000 Est. Cost $115.17 Unrealized
T A T & T INC 0.4%
Value ($000) $608 Shares 31,838 Est. Cost $14.57 Unrealized +11.0%
XLF SELECT STR FINANCIAL SELECT SPDR ETF 0.4%
Value ($000) $598 Shares 14,542 Est. Cost $38.93 Unrealized
GS GOLDMAN SACHS GROUP 0.4%
Value ($000) $574 Shares 1,270 Est. Cost $355.57 Unrealized +19.2%
GIS GENERAL MILLS INC 0.3%
Value ($000) $526 Shares 8,314 Est. Cost $56.89 Unrealized +13.3%
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $525 Shares 1,403 Est. Cost $263.78 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $524 Shares 3,057 Est. Cost $133.70 Unrealized +17.5%
TQQQ PROSHARES ULTRAPRO QQQ ETF 0.3%
Value ($000) $524 Shares 7,100 Est. Cost $40.85 Unrealized
TNA DIREXION DAILY SMALL CAPBULL 3X ETF 0.3%
Value ($000) $521 Shares 14,200 Est. Cost $33.61 Unrealized
IAU ISHARES GOLD ETF 0.3%
Value ($000) $467 Shares 10,639 Est. Cost $34.85 Unrealized
MRK MERCK & CO. INC. 0.3%
Value ($000) $467 Shares 3,770 Est. Cost $82.98 Unrealized +46.7%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.3%
Value ($000) $458 Shares 1,126 Est. Cost $289.94 Unrealized +40.9%
MMM 3M CO 0.3%
Value ($000) $436 Shares 4,264 Est. Cost $119.31 Unrealized -21.0%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $433 Shares 3,935 Est. Cost $85.55 Unrealized +25.6%
KRE SPDR S&P REGIONAL BANKING ETF 0.3%
Value ($000) $433 Shares 8,810 Est. Cost $70.83 Unrealized
GEHC GE HEALTHCARE TECHNOLOGI 0.3%
Value ($000) $416 Shares 5,344 Est. Cost $71.20 Unrealized +14.3%
DLS WISDOMTREE INTL SMALLCP DIVIDEND ETF 0.3%
Value ($000) $411 Shares 6,471 Est. Cost $73.71 Unrealized
DIS WALT DISNEY CO 0.3%
Value ($000) $409 Shares 4,119 Est. Cost $150.55 Unrealized -29.9%
KBH KB HOME 0.2%
Value ($000) $398 Shares 5,670 Est. Cost $34.84 Unrealized +89.9%
EWZ ISHARES MSCI BRAZIL ETF 0.2%
Value ($000) $392 Shares 14,325 Est. Cost $28.06 Unrealized
JOE ST JOE CO 0.2%
Value ($000) $377 Shares 6,884 Est. Cost $57.14 Unrealized -1.5%
SCHW CHARLES SCHWAB CORP 0.2%
Value ($000) $368 Shares 5,000 Est. Cost $50.45 Unrealized +43.4%
EWJ ISHARES MSCI JAPAN ETF 0.2%
Value ($000) $364 Shares 5,327 Est. Cost $66.97 Unrealized
KO THE COCA-COLA CO 0.2%
Value ($000) $356 Shares 5,593 Est. Cost $51.98 Unrealized +13.3%
SBUX STARBUCKS CORP 0.2%
Value ($000) $350 Shares 4,492 Est. Cost $100.70 Unrealized -22.5%
DE DEERE & CO 0.2%
Value ($000) $339 Shares 906 Est. Cost $341.17 Unrealized +11.5%
IAT ISHARES US REGIONAL BANKS ETF 0.2%
Value ($000) $331 Shares 7,992 Est. Cost $33.60 Unrealized
GGLL DIREXION DAILY GOOGL BULL 2X ETF 0.2%
Value ($000) $330 Shares 7,000 Est. Cost $29.65 Unrealized
FAS DIREXION DAILY FINANCIALBULL 3X ETF 0.2%
Value ($000) $323 Shares 3,200 Est. Cost $82.65 Unrealized
INDY ISHARES INDIA 50 ETF 0.2%
Value ($000) $322 Shares 6,005 Est. Cost $47.29 Unrealized
EWN ISHARES MSCI NETHERLANDSETF 0.2%
Value ($000) $313 Shares 6,222 Est. Cost $50.26 Unrealized
PNC PNC FINL SERVICES 0.2%
Value ($000) $313 Shares 2,010 Est. Cost $174.29 Unrealized -15.9%
YINN DIREXION DLY FTSE CHNA BUL 3X ETF 0.2%
Value ($000) $308 Shares 13,780 Est. Cost $26.76 Unrealized
IYR ISHARES US REAL ESTATE ETF 0.2%
Value ($000) $304 Shares 3,461 Est. Cost $116.03 Unrealized
ISRG INTUITIVE SURGICAL 0.2%
Value ($000) $300 Shares 675 Est. Cost $298.09 Unrealized +33.6%
XLE ENERGY SELECT SECTOR SPDR ETF 0.2%
Value ($000) $284 Shares 3,120 Est. Cost $59.74 Unrealized
XBI SPDR S&P BIOTECH ETF 0.2%
Value ($000) $278 Shares 3,000 Est. Cost $91.12 Unrealized
PRCH PORCH GROUP INC 0.2%
Value ($000) $273 Shares 181,000 Est. Cost $1.71 Unrealized +62.5%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $271 Shares 3,729 Est. Cost $52.31 Unrealized +32.9%
BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.2%
Value ($000) $265 Shares 3,674 Est. Cost $76.04 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $261 Shares 1,890 Est. Cost $125.76 Unrealized -0.4%
GPC GENUINE PARTS CO 0.1%
Value ($000) $241 Shares 1,740 Est. Cost $123.87 Unrealized +14.3%
WAT WATERS CORP 0.1%
Value ($000) $236 Shares 815 Est. Cost $349.78 Unrealized -8.8%
BDX BECTON DICKINSON&CO 0.1%
Value ($000) $234 Shares 1,000 Est. Cost $241.97 Unrealized -5.8%
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $229 Shares 1,065 Est. Cost $198.88 Unrealized
EWD ISHARES MSCI SWEDEN ETF 0.1%
Value ($000) $229 Shares 5,679 Est. Cost $46.31 Unrealized
ADMA ADMA BIOLOGICS INC 0.1%
Value ($000) $228 Shares 20,416 Est. Cost $4.67 Unrealized +79.8%
DWM WISDOMTREE INTERNATIONALEQY ETF 0.1%
Value ($000) $220 Shares 4,100 Est. Cost $54.05 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $217 Shares 377 Est. Cost $394.14 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $198 Shares 1,850 Est. Cost $129.19 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $163 Shares 521 Est. Cost $332.01 Unrealized
DPST DIREXION DLY RGNL BNK BUL 3X ETF 0.1%
Value ($000) $155 Shares 2,200 Est. Cost $58.34 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $141 Shares 600 Est. Cost $203.13 Unrealized
BHC BAUSCH HEALTH COS INC F 0.1%
Value ($000) $139 Shares 19,900 Est. Cost $7.01 Unrealized +7.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $132 Shares 362 Est. Cost $364.51 Unrealized
SANA SANA BIOTECHNOLOGY INC 0.1%
Value ($000) $129 Shares 23,545 Est. Cost $6.37 Unrealized +25.1%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $122 Shares 1,217 Est. Cost $96.53 Unrealized
DON WISDOMTREE US MIDCAP DIVIDEND ETF 0.1%
Value ($000) $119 Shares 2,550 Est. Cost $41.14 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $107 Shares 780 Est. Cost $152.56 Unrealized
EWA ISHARES MSCI AUSTRALIA ETF 0.1%
Value ($000) $102 Shares 4,195 Est. Cost $24.68 Unrealized
EWH ISHARES MSCI HONG KONG ETF 0.1%
Value ($000) $95 Shares 6,241 Est. Cost $23.22 Unrealized
IUSG ISHARES CORE S&P US GROWTH ETF 0.1%
Value ($000) $94 Shares 734 Est. Cost $127.48 Unrealized
EWC ISHARES MSCI CANADA ETF 0.1%
Value ($000) $92 Shares 2,470 Est. Cost $38.39 Unrealized
DES WISDOMTREE US SMALLCAP DIVIDEND ETF 0.1%
Value ($000) $89 Shares 2,856 Est. Cost $32.91 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 0.0%
Value ($000) $66 Shares 1,240 Est. Cost $53.27 Unrealized
LQD ISHARES IBOXX INVT GRADEBOND ETF 0.0%
Value ($000) $60 Shares 562 Est. Cost $107.12 Unrealized
XLRE REAL ESTATE SELECT SCTR SPDR ETF 0.0%
Value ($000) $53 Shares 1,369 Est. Cost $51.96 Unrealized
BB BLACKBERRY LTD F 0.0%
Value ($000) $50 Shares 20,000 Est. Cost $2.79 Unrealized 0.0%
CLOV CLOVER HEALTH INVTS CO FCLASS A 0.0%
Value ($000) $38 Shares 30,500 Est. Cost $2.39 Unrealized -62.5%
ABEV AMBEV S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $33 Shares 16,300 Est. Cost $3.18 Unrealized
IYJ ISHARES US INDUSTRIALS ETF 0.0%
Value ($000) $28 Shares 235 Est. Cost $96.46 Unrealized
HYG ISHARES IBOXX HIGH YIELDBOND ETF 0.0%
Value ($000) $28 Shares 362 Est. Cost $77.14 Unrealized
PFF ISHARES PREFERRED INCOMESEC ETF 0.0%
Value ($000) $27 Shares 859 Est. Cost $31.55 Unrealized
DEM WISDOMTREE EMRG MRKT HG DIV ETF 0.0%
Value ($000) $25 Shares 580 Est. Cost $43.32 Unrealized
EZA ISHARES MSCI SOUTH AFRICA ETF 0.0%
Value ($000) $23 Shares 540 Est. Cost $46.43 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $16 Shares 180 Est. Cost $72.88 Unrealized
IJS ISHARES S&P SMALL CAP 600 ETF 0.0%
Value ($000) $15 Shares 150 Est. Cost $106.67 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $13 Shares 275 Est. Cost $54.55 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $120.00 Unrealized
EIS ISHARES MSCI ISRAEL ETF 0.0%
Value ($000) $10 Shares 160 Est. Cost $75.00 Unrealized
IGIB ISHARES TRT IS 5-10 INV GR CR BD ETF 0.0%
Value ($000) $7 Shares 142 Est. Cost $56.34 Unrealized
XLB SPDR FUND MATERIALS SELECT SECTR ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $78.55 Unrealized
SUB ISHARES SHORT TERM NTNL MUN BND ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $66.78 Unrealized
DIM WISDOMTREE INTL MIDCAP DIVIDEND ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.60 Unrealized
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $222.22 Unrealized
IYH ISHARES US HEALTHCARE ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $106.77 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $21.06 Unrealized
EWY ISHARES MSCI SOUTH KOREAETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized