$138 Million is the total value of Viewpoint Capital Management LLC's 120 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2021 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AMAZON COM INC | 8 | Q3 2023 | 16.6% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 5.7% |
BK OF AMERICA CORP | 8 | Q3 2023 | 5.3% |
TESLA INC | 8 | Q3 2023 | 5.0% |
MICROSOFT CORP | 8 | Q3 2023 | 3.5% |
ISHARES TR | 8 | Q3 2023 | 3.4% |
SPDR SER TR | 8 | Q3 2023 | 3.1% |
CITIGROUP INC | 8 | Q3 2023 | 2.7% |
PEPSICO INC | 8 | Q3 2023 | 2.8% |
ISHARES TR | 8 | Q3 2023 | 2.6% |
View Viewpoint Capital Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-01-30 |
13F-HR | 2023-10-26 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-14 |
View Viewpoint Capital Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.