Vernal Point Advisors
Latest statistics and disclosures from Vernal Point Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGSH, VT, VGIT, VTI, AGG, and represent 73.71% of Vernal Point Advisors's stock portfolio.
- Added to shares of these 10 stocks: VT (+$9.9M), VOO, LYFT, EMLP, VGIT, EPD, ABNB, ET, AGG, LAZR.
- Started 10 new stock positions in NEE, PSX, TRGP, LAZR, EMLP, EPD, ET, LYFT, ABNB, OKE.
- Reduced shares in these 1 stock: VGSH.
- Vernal Point Advisors was a net buyer of stock by $19M.
- Vernal Point Advisors has $117M in assets under management (AUM), dropping by 21.53%.
- Central Index Key (CIK): 0001820363
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Vernal Point Advisors holds 30 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Vernal Point Advisors
SEC 13F filings are viewable for Vernal Point Advisors going back to 2023
- Vernal Point Advisors 2024 Q1 filed May 15, 2024
- Vernal Point Advisors 2023 Q4 filed Feb. 14, 2024