VisionPoint Advisory Group
Latest statistics and disclosures from VisionPoint Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTM, SHY, REM, BRK.B, QTEC, and represent 25.82% of VisionPoint Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: TLT, ANGL, DDOG, ATVI, NEP, SHYG, FALN, PM, DG, PATH.
- Started 508 new stock positions in IFF, WEC, MQY, QLD, SPYV, VWO, LEV, ILMN, SUSB, BC.
- Reduced shares in these 10 stocks: NEE, SPAB, BG, DAR, BIL, MSFT, GLD, GOOG, NVDA, AMLP.
- Sold out of its positions in AAP, TSN.
- VisionPoint Advisory Group was a net buyer of stock by $4.6M.
- VisionPoint Advisory Group has $245M in assets under management (AUM), dropping by 7.88%.
- Central Index Key (CIK): 0001750924
Tip: Access up to 7 years of quarterly data
Positions held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for VisionPoint Advisory Group
VisionPoint Advisory Group holds 647 positions in its portfolio as reported in the June 2023 quarterly 13F filing
VisionPoint Advisory Group has 647 total positions. Only the first 250 positions are shown.
- Sign up to view all of the VisionPoint Advisory Group June 30, 2023 positions
- Download the VisionPoint Advisory Group June 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 10.8 | $26M | 484k | 54.44 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 4.7 | $12M | -3% | 143k | 81.08 |
|
| Ishares Tr Mortge Rel Etf (REM) | 4.0 | $9.7M | +6% | 412k | 23.60 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.2 | $7.8M | -4% | 23k | 341.00 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 3.1 | $7.7M | -5% | 52k | 147.16 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 3.1 | $7.5M | -28% | 298k | 25.37 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 2.4 | $5.9M | -7% | 202k | 29.44 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.4 | $5.9M | -19% | 33k | 178.27 |
|
| Deere & Company (DE) | 2.3 | $5.5M | 14k | 405.19 |
|
|
| Microsoft Corporation (MSFT) | 1.8 | $4.4M | -24% | 13k | 340.54 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 1.7 | $4.2M | -21% | 107k | 39.21 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $3.8M | -25% | 31k | 120.97 |
|
| Activision Blizzard (ATVI) | 1.4 | $3.5M | +57% | 42k | 84.30 |
|
| Annaly Capital Management In Com New (NLY) | 1.4 | $3.4M | +3% | 170k | 20.01 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $3.3M | +14% | 23k | 145.44 |
|
| Spdr Ser Tr Bloomberg 13 Mo (BIL) | 1.2 | $3.0M | -35% | 33k | 91.82 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.1 | $2.7M | -4% | 52k | 51.98 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 1.0 | $2.5M | 21k | 122.58 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 1.0 | $2.5M | -15% | 248k | 10.13 |
|
| AMN Healthcare Services (AMN) | 1.0 | $2.4M | -8% | 22k | 109.12 |
|
| Liberty Global SHS CL C (LBTYK) | 1.0 | $2.4M | +5% | 136k | 17.77 |
|
| Liberty Broadband Corp Com Ser A (LBRDA) | 1.0 | $2.3M | +5% | 29k | 79.73 |
|
| Philip Morris International (PM) | 1.0 | $2.3M | +80% | 24k | 97.62 |
|
| ConocoPhillips (COP) | 0.9 | $2.3M | +5% | 22k | 103.61 |
|
| Liberty Media Corp Del Com C Siriusxm (LSXMK) | 0.9 | $2.3M | +5% | 69k | 32.73 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.9 | $2.2M | NEW | 22k | 102.94 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.9 | $2.2M | +55% | 89k | 24.70 |
|
| Cheniere Energy Com New (LNG) | 0.9 | $2.1M | -23% | 14k | 152.36 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.9 | $2.1M | +13% | 17k | 126.96 |
|
| Firstcash Holdings (FCFS) | 0.8 | $2.1M | -30% | 22k | 93.33 |
|
| Metropcs Communications (TMUS) | 0.8 | $2.0M | +5% | 15k | 138.90 |
|
| Expedia Group Com New (EXPE) | 0.8 | $2.0M | +6% | 19k | 109.39 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.8 | $2.0M | +5% | 60k | 33.65 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $2.0M | +4% | 20k | 100.92 |
|
| ViaSat (VSAT) | 0.8 | $2.0M | +5% | 49k | 41.26 |
|
| Icici Bank Adr (IBN) | 0.8 | $2.0M | -24% | 87k | 23.08 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.8 | $2.0M | NEW | 71k | 27.77 |
|
| Fiserv (FI) | 0.8 | $2.0M | +74% | 16k | 126.15 |
|
| Public Storage (PSA) | 0.8 | $1.9M | +19% | 6.7k | 291.88 |
|
| Ishares Tr 05yr Hi Yl Cp (SHYG) | 0.8 | $1.9M | +160% | 46k | 41.45 |
|
| Merck & Co (MRK) | 0.7 | $1.8M | -37% | 15k | 115.39 |
|
| Phillips 66 (PSX) | 0.7 | $1.7M | +5% | 18k | 95.38 |
|
| Datadog Cl A Com (DDOG) | 0.7 | $1.7M | NEW | 17k | 98.38 |
|
| Nextera Energy Partners Com Unit Part In (NEP) | 0.7 | $1.6M | +281% | 28k | 58.64 |
|
| Zoom Video Communications In Cl A (ZM) | 0.7 | $1.6M | +62% | 24k | 67.88 |
|
| American Express Company (AXP) | 0.7 | $1.6M | +6% | 9.3k | 174.20 |
|
| Bunge (BG) | 0.6 | $1.6M | -59% | 17k | 94.35 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.6 | $1.5M | +5% | 117k | 12.54 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.6 | $1.4M | -29% | 63k | 22.77 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.6 | $1.4M | +72% | 9.4k | 151.98 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.4M | +70% | 3.2k | 445.71 |
|
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.6 | $1.4M | +66% | 12k | 110.84 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.6 | $1.3M | +70% | 423k | 3.18 |
|
| Lockheed Martin Corporation (LMT) | 0.5 | $1.3M | +5% | 2.9k | 460.38 |
|
| McKesson Corporation (MCK) | 0.5 | $1.3M | +71% | 3.0k | 427.31 |
|
| Abbvie (ABBV) | 0.5 | $1.3M | -8% | 9.4k | 134.73 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.5 | $1.2M | +81% | 22k | 56.72 |
|
| Dollar General (DG) | 0.5 | $1.2M | +413% | 7.3k | 169.78 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $1.2M | +4% | 14k | 83.35 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.5 | $1.2M | +188% | 35k | 33.20 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.5 | $1.2M | NEW | 46k | 25.37 |
|
| Sea Sponsord Ads (SE) | 0.5 | $1.1M | +4% | 20k | 58.04 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.4 | $1.1M | +50% | 22k | 50.10 |
|
| Apple (AAPL) | 0.4 | $1.1M | -32% | 5.6k | 193.96 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $1.0M | -53% | 2.5k | 423.02 |
|
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.4 | $976k | -33% | 28k | 34.50 |
|
| Uipath Cl A (PATH) | 0.4 | $902k | NEW | 54k | 16.57 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $898k | -19% | 8.1k | 110.45 |
|
| New Fortress Energy Com Cl A (NFE) | 0.4 | $896k | NEW | 34k | 26.78 |
|
| Ishares Tr 03 Mnth Treasry (SGOV) | 0.4 | $878k | +55% | 8.7k | 100.63 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.4 | $873k | -34% | 30k | 28.79 |
|
| Occidental Petroleum Corporation (OXY) | 0.4 | $857k | +6% | 15k | 58.80 |
|
| PNC Financial Services (PNC) | 0.3 | $850k | +6% | 6.7k | 125.96 |
|
| Amazon (AMZN) | 0.3 | $806k | -48% | 6.2k | 130.36 |
|
| Broadcom (AVGO) | 0.3 | $784k | -27% | 904.00 | 867.41 |
|
| Bank of New York Mellon Corporation (BK) | 0.3 | $781k | +6% | 18k | 44.52 |
|
| Meta Platforms Cl A (META) | 0.3 | $773k | +32% | 2.7k | 286.99 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $666k | +46% | 5.6k | 119.70 |
|
| Verizon Communications (VZ) | 0.3 | $626k | +116% | 17k | 37.19 |
|
| Dollar Tree (DLTR) | 0.2 | $608k | -22% | 4.2k | 143.51 |
|
| Cocacola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.2 | $598k | +68% | 7.2k | 83.31 |
|
| Netflix (NFLX) | 0.2 | $593k | +34% | 1.3k | 440.44 |
|
| International Business Machines (IBM) | 0.2 | $587k | +99% | 4.4k | 133.81 |
|
| Grupo Aeropuerto Del Pacific Spon Adr B (PAC) | 0.2 | $566k | +68% | 3.2k | 178.72 |
|
| Grupo Aeroportuario Del Cent Spon Adr (OMAB) | 0.2 | $557k | +56% | 6.6k | 84.84 |
|
| Bhp Group Sponsored Ads (BHP) | 0.2 | $553k | +21% | 9.3k | 59.67 |
|
| Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) | 0.2 | $543k | +37% | 2.0k | 277.69 |
|
| Fastenal Company (FAST) | 0.2 | $526k | -25% | 8.9k | 58.99 |
|
| Southern Copper Corporation (SCCO) | 0.2 | $506k | -30% | 7.1k | 71.74 |
|
| Illinois Tool Works (ITW) | 0.2 | $502k | -29% | 2.0k | 250.16 |
|
| Advanced Micro Devices (AMD) | 0.2 | $482k | 4.2k | 113.91 |
|
|
| Williams Companies (WMB) | 0.2 | $457k | -6% | 14k | 32.63 |
|
| Watsco, Incorporated (WSO) | 0.2 | $443k | -21% | 1.2k | 381.46 |
|
| Caterpillar (CAT) | 0.2 | $440k | NEW | 1.8k | 246.05 |
|
| Interpublic Group of Companies (IPG) | 0.2 | $431k | -21% | 11k | 38.58 |
|
| BlackRock (BLK) | 0.2 | $421k | -26% | 609.00 | 691.12 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $399k | NEW | 13k | 30.93 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $376k | 957.00 | 393.31 |
|
|
| Devon Energy Corporation (DVN) | 0.2 | $375k | -23% | 7.8k | 48.34 |
|
| Corning Incorporated (GLW) | 0.2 | $373k | -17% | 11k | 35.04 |
|
| Juniper Networks (JNPR) | 0.2 | $372k | -18% | 12k | 31.33 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $362k | NEW | 6.4k | 56.68 |
|
| Tesla Motors (TSLA) | 0.1 | $362k | -32% | 1.4k | 261.77 |
|
| Nrg Energy Com New (NRG) | 0.1 | $358k | -14% | 9.6k | 37.39 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $354k | NEW | 5.7k | 62.34 |
|
| Johnson & Johnson (JNJ) | 0.1 | $350k | +4% | 2.1k | 165.54 |
|
| Packaging Corporation of America (PKG) | 0.1 | $349k | -13% | 2.6k | 132.16 |
|
| salesforce (CRM) | 0.1 | $347k | -15% | 1.6k | 211.26 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $345k | NEW | 2.6k | 130.64 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $327k | +27% | 9.0k | 36.39 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $324k | -5% | 691.00 | 468.99 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $318k | -13% | 7.5k | 42.66 |
|
| L3harris Technologies (LHX) | 0.1 | $317k | -11% | 1.6k | 195.77 |
|
| Abbott Laboratories (ABT) | 0.1 | $315k | +8% | 2.9k | 109.02 |
|
| Paypal Holdings (PYPL) | 0.1 | $303k | NEW | 4.5k | 66.73 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $288k | NEW | 650.00 | 443.28 |
|
| Procter & Gamble Company (PG) | 0.1 | $281k | 1.9k | 151.74 |
|
|
| UnitedHealth (UNH) | 0.1 | $280k | +3% | 582.00 | 480.64 |
|
| S&p Global (SPGI) | 0.1 | $264k | NEW | 658.00 | 400.89 |
|
| Danaher Corporation (DHR) | 0.1 | $254k | +11% | 1.1k | 240.00 |
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $254k | -27% | 22k | 11.66 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $247k | +10% | 473.00 | 521.77 |
|
| Target Corporation (TGT) | 0.1 | $238k | -2% | 1.8k | 131.90 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $223k | NEW | 3.5k | 64.38 |
|
| Visa Com Cl A (V) | 0.1 | $222k | -66% | 935.00 | 237.50 |
|
| Medtronic SHS (MDT) | 0.1 | $214k | -3% | 2.4k | 88.10 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $210k | NEW | 2.8k | 74.85 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $201k | -30% | 17k | 11.70 |
|
| BlackRock Municipal Income Trust II (BLE) | 0.1 | $200k | -32% | 19k | 10.41 |
|
| Booking Holdings (BKNG) | 0.1 | $197k | NEW | 73.00 | 2700.22 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $197k | NEW | 9.4k | 21.04 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $197k | -31% | 18k | 10.93 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $197k | NEW | 2.8k | 70.48 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $188k | NEW | 5.8k | 32.63 |
|
| Principal Financial (PFG) | 0.1 | $187k | NEW | 2.5k | 75.84 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $180k | NEW | 2.0k | 92.03 |
|
| Walt Disney Company (DIS) | 0.1 | $180k | -8% | 2.0k | 89.28 |
|
| Bny Mellon Etf Trust High Yield Beta (BKHY) | 0.1 | $179k | NEW | 3.9k | 46.48 |
|
| Ssga Active Tr Spdr Ssga Fxd (FISR) | 0.1 | $178k | NEW | 6.9k | 25.86 |
|
| American Tower Reit (AMT) | 0.1 | $172k | NEW | 889.00 | 193.94 |
|
| Ishares Tr 710 Yr Trsy Bd (IEF) | 0.1 | $172k | NEW | 1.8k | 96.60 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $169k | NEW | 1.6k | 108.14 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $168k | NEW | 2.2k | 75.07 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $168k | NEW | 1.9k | 86.54 |
|
| AutoZone (AZO) | 0.1 | $165k | NEW | 66.00 | 2493.35 |
|
| Ross Stores (ROST) | 0.1 | $164k | NEW | 1.5k | 112.13 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $157k | NEW | 2.2k | 72.69 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $156k | -77% | 1.4k | 115.26 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $155k | NEW | 6.8k | 22.84 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $152k | NEW | 945.00 | 161.19 |
|
| Nextera Energy (NEE) | 0.1 | $149k | -95% | 2.0k | 74.20 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $147k | -35% | 13k | 11.27 |
|
| Treace Med Concepts (TMCI) | 0.1 | $137k | NEW | 5.3k | 25.58 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $136k | NEW | 1.9k | 73.03 |
|
| Invesco Db Us Dlr Index Tr Bullish Fd (UUP) | 0.1 | $136k | NEW | 4.8k | 28.38 |
|
| Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) | 0.1 | $134k | NEW | 4.3k | 30.99 |
|
| Fox Corp Cl A Com (FOXA) | 0.1 | $132k | NEW | 3.9k | 34.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $122k | NEW | 300.00 | 407.28 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $119k | NEW | 1.1k | 113.30 |
|
| O'reilly Automotive (ORLY) | 0.0 | $118k | NEW | 123.00 | 955.32 |
|
| Intercontinental Exchange (ICE) | 0.0 | $117k | -85% | 1.0k | 113.08 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $116k | NEW | 8.5k | 13.61 |
|
| Goldman Sachs (GS) | 0.0 | $116k | NEW | 360.00 | 322.55 |
|
| Antero Midstream Corp antero midstream (AM) | 0.0 | $113k | NEW | 9.8k | 11.60 |
|
| TJX Companies (TJX) | 0.0 | $109k | NEW | 1.3k | 84.79 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $108k | NEW | 1.4k | 75.57 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $106k | -70% | 3.2k | 32.54 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $103k | -69% | 963.00 | 107.25 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $103k | NEW | 2.4k | 43.70 |
|
| T. Rowe Price (TROW) | 0.0 | $103k | -74% | 917.00 | 112.02 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $102k | NEW | 1.2k | 84.47 |
|
| Exponent (EXPO) | 0.0 | $102k | NEW | 1.1k | 93.32 |
|
| Union Pacific Corporation (UNP) | 0.0 | $100k | NEW | 489.00 | 204.62 |
|
| Cummins (CMI) | 0.0 | $97k | NEW | 394.00 | 245.16 |
|
| Select Sector Spdr Tr Sbi Intutils (XLU) | 0.0 | $97k | NEW | 1.5k | 65.44 |
|
| Proshares Tr Pshs Ultra Dow30 (DDM) | 0.0 | $95k | NEW | 1.4k | 67.44 |
|
| M&T Bank Corporation (MTB) | 0.0 | $95k | -81% | 770.00 | 123.71 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $95k | NEW | 780.00 | 121.13 |
|
| Coca-Cola Company (KO) | 0.0 | $94k | NEW | 1.6k | 60.22 |
|
| Agf Invts Tr Us Market Netrl (BTAL) | 0.0 | $93k | NEW | 4.9k | 18.76 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $88k | NEW | 1.9k | 45.89 |
|
| Blackrock Mun Income Tr Sh Ben Int (BFK) | 0.0 | $87k | -24% | 8.8k | 9.94 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $86k | NEW | 1.7k | 50.14 |
|
| NVR (NVR) | 0.0 | $83k | NEW | 13.00 | 6350.92 |
|
| Moody's Corporation (MCO) | 0.0 | $82k | NEW | 237.00 | 347.72 |
|
| Bank of America Corporation (BAC) | 0.0 | $82k | NEW | 2.9k | 28.69 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $82k | NEW | 1.5k | 55.33 |
|
| Terex Corporation (TEX) | 0.0 | $81k | NEW | 1.4k | 59.83 |
|
| Domino's Pizza (DPZ) | 0.0 | $81k | NEW | 240.00 | 337.00 |
|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.0 | $77k | NEW | 1.9k | 40.44 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $76k | NEW | 2.2k | 34.65 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $76k | NEW | 998.00 | 75.66 |
|
| At&t (T) | 0.0 | $75k | NEW | 4.7k | 15.95 |
|
| Vanguard Taxmanaged Fds Van Ftse Dev Mkt (VEA) | 0.0 | $74k | NEW | 1.6k | 46.18 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $73k | NEW | 164.00 | 443.11 |
|
| Pepsi (PEP) | 0.0 | $71k | NEW | 384.00 | 185.28 |
|
| Proshares Tr Shrt Hgh Yield (SJB) | 0.0 | $66k | NEW | 3.6k | 18.32 |
|
| Progressive Corporation (PGR) | 0.0 | $61k | NEW | 457.00 | 132.37 |
|
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 0.0 | $60k | NEW | 8.2k | 7.40 |
|
| Nuveen Dynamic Mun Opportuni Com Shs (NDMO) | 0.0 | $59k | -50% | 5.8k | 10.17 |
|
| Gabelli Utility Trust (GUT) | 0.0 | $58k | NEW | 8.6k | 6.78 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $58k | NEW | 1.1k | 50.30 |
|
| Strategic Education (STRA) | 0.0 | $58k | NEW | 848.00 | 67.84 |
|
| Barrick Gold Corp (GOLD) | 0.0 | $56k | -89% | 3.3k | 16.93 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $54k | NEW | 516.00 | 105.12 |
|
| Servicenow (NOW) | 0.0 | $54k | -85% | 96.00 | 561.98 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $54k | NEW | 1.5k | 36.99 |
|
| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 0.0 | $53k | NEW | 1.2k | 43.36 |
|
| Simon Property (SPG) | 0.0 | $53k | NEW | 457.00 | 115.38 |
|
| Chevron Corporation (CVX) | 0.0 | $53k | NEW | 335.00 | 157.35 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $50k | NEW | 682.00 | 72.93 |
|
| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.0 | $50k | NEW | 2.7k | 18.46 |
|
| Spdr Index Shs Fds Portflo Eurp Etf (SPEU) | 0.0 | $48k | NEW | 1.2k | 38.51 |
|
| Wal-Mart Stores (WMT) | 0.0 | $47k | NEW | 301.00 | 157.18 |
|
| Discover Financial Services (DFS) | 0.0 | $47k | NEW | 398.00 | 116.85 |
|
| McDonald's Corporation (MCD) | 0.0 | $46k | NEW | 155.00 | 298.41 |
|
| Zevra Therapeutics Com New (ZVRA) | 0.0 | $46k | -11% | 9.0k | 5.10 |
|
| Spdr Ser Tr S&p Kensho Clean (CNRG) | 0.0 | $46k | NEW | 540.00 | 84.61 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $45k | -79% | 1.5k | 30.11 |
|
| Atlantica Sustainable Infr P SHS (AY) | 0.0 | $45k | -88% | 1.9k | 23.44 |
|
| International Game Technolog Shs Usd (IGT) | 0.0 | $45k | NEW | 1.4k | 31.89 |
|
| Darling International (DAR) | 0.0 | $45k | -97% | 698.00 | 63.79 |
|
| Pgim Short Duration High Yie (ISD) | 0.0 | $45k | -88% | 3.6k | 12.42 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $43k | NEW | 267.00 | 162.61 |
|
| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $43k | NEW | 3.2k | 13.44 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $41k | NEW | 662.00 | 62.21 |
|
| Horizon Therapeutics Pub L SHS (HZNP) | 0.0 | $41k | NEW | 400.00 | 102.85 |
|
| Reata Pharmaceuticals Cl A (RETA) | 0.0 | $41k | NEW | 403.00 | 101.96 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $41k | NEW | 815.00 | 50.22 |
|
| Vermilion Energy (VET) | 0.0 | $40k | -86% | 3.2k | 12.45 |
|
| Nucor Corporation (NUE) | 0.0 | $39k | NEW | 240.00 | 163.98 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $39k | NEW | 956.00 | 40.55 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $39k | NEW | 739.00 | 52.11 |
|
| Lakeland Financial Corporation (LKFN) | 0.0 | $38k | NEW | 781.00 | 48.52 |
|
| Intel Corporation (INTC) | 0.0 | $37k | NEW | 1.1k | 33.44 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $37k | NEW | 728.00 | 50.32 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $37k | NEW | 851.00 | 42.93 |
|
| Glacier Ban (GBCI) | 0.0 | $36k | NEW | 1.2k | 31.17 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $36k | NEW | 98.00 | 369.41 |
|
| Invesco Mortgage Capital (IVR) | 0.0 | $36k | NEW | 3.1k | 11.47 |
|
| Masco Corporation (MAS) | 0.0 | $35k | NEW | 616.00 | 57.38 |
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $34k | NEW | 200.00 | 167.48 |
|
| Quanta Services (PWR) | 0.0 | $33k | NEW | 169.00 | 196.44 |
|
| Boeing Company (BA) | 0.0 | $32k | NEW | 151.00 | 211.16 |
|
| Transocean Reg Shs (RIG) | 0.0 | $31k | NEW | 4.5k | 7.01 |
|
| Commercial Metals Company (CMC) | 0.0 | $31k | NEW | 596.00 | 52.66 |
|
| Golden Ocean Group Shs New (GOGL) | 0.0 | $31k | NEW | 4.1k | 7.55 |
|
| Palo Alto Networks (PANW) | 0.0 | $31k | NEW | 120.00 | 255.51 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $30k | NEW | 138.00 | 219.57 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $30k | NEW | 871.00 | 34.38 |
|
Past Filings by VisionPoint Advisory Group
SEC 13F filings are viewable for VisionPoint Advisory Group going back to 2018
- VisionPoint Advisory Group 2023 Q2 filed Aug. 21, 2023
- VisionPoint Advisory Group 2023 Q1 filed May 15, 2023
- VisionPoint Advisory Group 2022 Q4 filed Feb. 14, 2023
- VisionPoint Advisory Group 2022 Q3 filed Nov. 17, 2022
- VisionPoint Advisory Group 2022 Q2 filed Aug. 12, 2022
- VisionPoint Advisory Group 2022 Q1 filed May 16, 2022
- VisionPoint Advisory Group 2021 Q4 filed Feb. 7, 2022
- VisionPoint Advisory Group 2021 Q3 filed Nov. 8, 2021
- VisionPoint Advisory Group 2021 Q2 filed Aug. 10, 2021
- VisionPoint Advisory Group 2021 Q1 filed May 14, 2021
- VisionPoint Advisory Group 2020 Q4 filed Feb. 8, 2021
- VisionPoint Advisory Group 2020 Q3 filed Nov. 12, 2020
- VisionPoint Advisory Group 2020 Q2 filed Aug. 14, 2020
- VisionPoint Advisory Group 2020 Q1 filed May 15, 2020
- VisionPoint Advisory Group 2019 Q4 filed Jan. 30, 2020
- VisionPoint Advisory Group 2019 Q3 filed Nov. 14, 2019