Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Point View Wealth Management, Inc. (CIK 1408103) reported $246.5M across 271 reported positions in its SEC 13F filing for 2020-12-31. Largest positions: MSFT ($8.3M, 3.35%), ASA ($5.0M, 2.01%), DE ($4.9M, 1.98%), PFE ($3.6M, 1.48%), CVS ($3.2M, 1.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | $8.3M | 3.35% | 37,122 | Trimmed |
| 2 | ASA | ASA Gold And Preciou | $5.0M | 2.01% | 226,397 | Trimmed |
| 3 | DE | Deere and Co | $4.9M | 1.98% | 18,126 | Trimmed |
| 4 | PFE | Pfizer | $3.6M | 1.48% | 99,109 | Trimmed |
| 5 | CVS | CVS Health Corporati | $3.2M | 1.31% | 47,249 | Trimmed |
| 6 | XOM | Exxon Mobil | $3.2M | 1.30% | 77,474 | Trimmed |
| 7 | PGC | Peapack-Gladstone Fi | $3.1M | 1.27% | 138,035 | New |
| 8 | ELV | Anthem | $3.0M | 1.22% | 9,339 | Trimmed |
| 9 | QCOM | Qualcomm | $3.0M | 1.20% | 19,490 | Added |
| 10 | TSN | Tyson Foods Inc Cl A | $3.0M | 1.20% | 45,849 | Added |
| 11 | VWAGY | Volkswagen Ag Unspon | $2.8M | 1.14% | 134,678 | Trimmed |
| 12 | AMAT | Applied Materials Co | $2.8M | 1.14% | 32,605 | Trimmed |
| 13 | AES | AES Corp | $2.8M | 1.13% | 118,841 | Trimmed |
| 14 | NOC | Northrop Grumman | $2.7M | 1.10% | 8,916 | Added |
| 15 | JPM | JPMorganChase | $2.6M | 1.05% | 20,338 | Added |
| 16 | CVX | ChevronTexaco | $2.6M | 1.04% | 30,308 | Trimmed |
| 17 | LockheedMartin | $2.5M | 1.03% | 7,120 | Added | |
| 18 | INTC | Intel | $2.4M | 0.99% | 49,093 | Added |
| 19 | WMT | Walmart | $2.4M | 0.98% | 16,777 | Added |
| 20 | WIW | Western Asset | $2.4M | 0.96% | 190,667 | Trimmed |
| 21 | HBI | Hanesbrands Inc Com | $2.4M | 0.96% | 162,573 | Added |
| 22 | GE | General Electric | $2.4M | 0.95% | 217,570 | Added |
| 23 | MRK | Merck | $2.3M | 0.93% | 27,921 | Trimmed |
| 24 | GS | Goldman Sachs Co | $2.2M | 0.90% | 8,382 | Trimmed |
| 25 | SAM | Boston Beer Company | $2.2M | 0.89% | 2,200 | Trimmed |
Source: SEC Form 13F filings · as of 2020-12-31