VisionPoint Advisory Group
Latest statistics and disclosures from VisionPoint Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTM, MBSF, SHY, PM, SPAB, and represent 21.13% of VisionPoint Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: QQQ, BIL, NICE, QQQM, CRL, COP, FUN, Sunrise Communications Ag Ads Cl A, DDM, KHPI.
- Started 76 new stock positions in AGG, CERY, ADM, WDAY, SPIB, PPA, TXRH, EG, PWR, MMKT.
- Reduced shares in these 10 stocks: , SPTM, SHY, XBI, , PULS, DG, JPST, QLD, SPAB.
- Sold out of its positions in BlackRock, BFK, DVN, DG, FCX, Gabelli Util Tr, Grayscale Ethereum Mini Tr E, IVR, BKLN, IAU.
- VisionPoint Advisory Group was a net buyer of stock by $1.1M.
- VisionPoint Advisory Group has $293M in assets under management (AUM), dropping by -1.26%.
- Central Index Key (CIK): 0001750924
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Portfolio Holdings for VisionPoint Advisory Group
VisionPoint Advisory Group holds 295 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 7.4 | $22M | -12% | 302k | 71.28 |
|
Valued Advisers Tr Regan Fltg Rate (MBSF) | 4.2 | $12M | +9% | 481k | 25.46 |
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 4.1 | $12M | -18% | 146k | 81.96 |
|
Philip Morris International (PM) | 2.8 | $8.1M | -2% | 67k | 121.10 |
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Spdr Ser Tr Portfolio Agrgte (SPAB) | 2.7 | $8.0M | -12% | 320k | 25.01 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.2 | $6.5M | -11% | 61k | 106.85 |
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Deere & Company (DE) | 2.0 | $5.8M | +5% | 14k | 418.18 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.9 | $5.6M | +84% | 61k | 91.45 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 1.8 | $5.2M | -12% | 40k | 131.27 |
|
Spdr Gold Tr Gold Shs (GLD) | 1.6 | $4.7M | -6% | 19k | 245.42 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $4.6M | -7% | 10k | 451.10 |
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Fiserv (FI) | 1.5 | $4.5M | -2% | 22k | 205.98 |
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Ishares Tr Mortge Rel Etf (REM) | 1.5 | $4.3M | -9% | 201k | 21.46 |
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Baxter International (BAX) | 1.4 | $4.0M | +5% | 137k | 29.26 |
|
Apple (AAPL) | 1.4 | $4.0M | +2% | 16k | 243.85 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $3.9M | NEW | 7.6k | 510.23 |
|
Alphabet Cap Stk Cl C (GOOG) | 1.1 | $3.4M | -3% | 18k | 190.63 |
|
Avantor (AVTR) | 1.1 | $3.3M | +5% | 157k | 21.20 |
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Microsoft Corporation (MSFT) | 1.1 | $3.3M | -4% | 7.9k | 418.58 |
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Agnc Invt Corp Com reit (AGNC) | 1.0 | $2.9M | 308k | 9.28 |
|
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NVIDIA Corporation (NVDA) | 1.0 | $2.8M | -18% | 20k | 138.31 |
|
Nice Sponsored Adr (NICE) | 1.0 | $2.8M | +285% | 17k | 169.62 |
|
Dbx Etf Tr Xtrack Usd High (HYLB) | 0.9 | $2.8M | -7% | 77k | 36.16 |
|
Alps Etf Tr Alerian Mlp (AMLP) | 0.9 | $2.7M | +44% | 56k | 48.72 |
|
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.9 | $2.7M | 46k | 58.32 |
|
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Vaneck Etf Trust Gold Miners Etf (GDX) | 0.9 | $2.6M | 75k | 35.34 |
|
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Fidelity National Information Services (FIS) | 0.9 | $2.6M | 33k | 80.09 |
|
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.9 | $2.5M | -13% | 14k | 188.62 |
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RBB Us Treas 3 Mnth (TBIL) | 0.9 | $2.5M | -7% | 50k | 49.86 |
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ConocoPhillips (COP) | 0.9 | $2.5M | +135% | 25k | 100.08 |
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Fresenius Medical Care Sponsored Adr (FMS) | 0.8 | $2.4M | -24% | 110k | 22.15 |
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Ross Stores (ROST) | 0.8 | $2.4M | 16k | 152.60 |
|
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Cheniere Energy Com New (LNG) | 0.8 | $2.4M | -3% | 11k | 220.60 |
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Lockheed Martin Corporation (LMT) | 0.8 | $2.3M | -4% | 4.7k | 482.25 |
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Cyberark Software SHS (CYBR) | 0.8 | $2.2M | +18% | 6.7k | 335.66 |
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Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.8 | $2.2M | +5% | 29k | 77.75 |
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Ishares Tr Broad Usd High (USHY) | 0.8 | $2.2M | -6% | 60k | 36.86 |
|
Ishares Msci Emrg Chn (EMXC) | 0.7 | $2.2M | -13% | 39k | 55.58 |
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Williams Companies (WMB) | 0.7 | $2.1M | -6% | 38k | 55.88 |
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Warner Music Group Corp Com Cl A (WMG) | 0.7 | $2.1M | 67k | 31.30 |
|
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Vaneck Etf Trust Clo Etf (CLOI) | 0.7 | $2.1M | +26% | 39k | 52.78 |
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Proshares Tr Pshs Ultra Dow30 (DDM) | 0.7 | $2.1M | +147% | 22k | 94.54 |
|
AutoZone (AZO) | 0.7 | $2.1M | 634.00 | 3250.00 |
|
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Ball Corporation (BALL) | 0.7 | $2.1M | +99% | 38k | 54.44 |
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Amazon (AMZN) | 0.7 | $2.0M | +30% | 9.3k | 220.22 |
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Oracle Corporation (ORCL) | 0.7 | $1.9M | -5% | 12k | 166.03 |
|
Rentokil Initial Sponsored Adr (RTO) | 0.7 | $1.9M | +10% | 76k | 25.09 |
|
Ishares Tr Msci India Etf (INDA) | 0.6 | $1.9M | -2% | 35k | 53.40 |
|
Icici Bank Adr (IBN) | 0.6 | $1.8M | -2% | 61k | 29.81 |
|
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.6 | $1.8M | NEW | 8.4k | 210.05 |
|
Charles River Laboratories (CRL) | 0.6 | $1.8M | NEW | 9.6k | 182.64 |
|
Emerson Electric (EMR) | 0.6 | $1.7M | -2% | 14k | 122.18 |
|
TJX Companies (TJX) | 0.5 | $1.6M | +25% | 13k | 121.15 |
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Mastercard Incorporated Cl A (MA) | 0.5 | $1.6M | 3.0k | 522.40 |
|
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JPMorgan Chase & Co. (JPM) | 0.5 | $1.5M | -10% | 6.4k | 240.00 |
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Datadog Cl A Com (DDOG) | 0.5 | $1.5M | -2% | 11k | 143.63 |
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Charles Schwab Corporation (SCHW) | 0.5 | $1.5M | +3% | 21k | 73.84 |
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Visa Com Cl A (V) | 0.5 | $1.5M | -5% | 4.9k | 314.40 |
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O'reilly Automotive (ORLY) | 0.5 | $1.5M | 1.2k | 1187.71 |
|
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Bristol Myers Squibb (BMY) | 0.5 | $1.5M | +30% | 26k | 56.79 |
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Amgen (AMGN) | 0.5 | $1.4M | +10% | 5.6k | 259.28 |
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Six Flags Entertainment Corp (FUN) | 0.5 | $1.4M | NEW | 30k | 47.77 |
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Cummins (CMI) | 0.5 | $1.4M | 4.0k | 347.65 |
|
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Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.5 | $1.4M | -13% | 55k | 25.30 |
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.5 | $1.4M | -12% | 32k | 42.70 |
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Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.4 | $1.3M | -20% | 22k | 57.55 |
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Sunrise Communications Ads Cl A | 0.4 | $1.3M | NEW | 30k | 43.27 |
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Eaton Corp SHS (ETN) | 0.4 | $1.2M | 3.7k | 331.96 |
|
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Managed Portfolio Series Kensington Hedge (KHPI) | 0.4 | $1.2M | NEW | 49k | 25.25 |
|
Cameco Corporation (CCJ) | 0.4 | $1.2M | -3% | 24k | 52.16 |
|
Micron Technology (MU) | 0.4 | $1.2M | -15% | 14k | 87.33 |
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Fastenal Company (FAST) | 0.4 | $1.1M | -3% | 16k | 71.11 |
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NVR (NVR) | 0.4 | $1.1M | 141.00 | 7989.89 |
|
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Liberty Broadband Corp Com Ser C (LBRDK) | 0.4 | $1.1M | -7% | 14k | 75.98 |
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Domino's Pizza (DPZ) | 0.4 | $1.1M | 2.5k | 434.93 |
|
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Arch Cap Group Ord (ACGL) | 0.4 | $1.1M | -21% | 12k | 91.38 |
|
Ishares Tr Morningstar Grwt (ILCG) | 0.4 | $1.0M | NEW | 12k | 89.62 |
|
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.3 | $977k | +218% | 23k | 43.11 |
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Home Depot (HD) | 0.3 | $975k | -16% | 2.5k | 388.46 |
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Walt Disney Company (DIS) | 0.3 | $953k | 8.6k | 110.82 |
|
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Proshares Tr Ultrapro Qqq (TQQQ) | 0.3 | $951k | -37% | 12k | 78.63 |
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Netflix (NFLX) | 0.3 | $947k | +8% | 1.1k | 886.73 |
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Vaneck Etf Trust Uranium And Nucl (NLR) | 0.3 | $933k | NEW | 11k | 84.51 |
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Liberty Global Com Cl C (LBTYK) | 0.3 | $930k | -17% | 69k | 13.58 |
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Moody's Corporation (MCO) | 0.3 | $910k | 1.9k | 472.84 |
|
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Proshares Tr Pshs Ultra Qqq (QLD) | 0.3 | $888k | -58% | 8.2k | 107.76 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $880k | -6% | 1.5k | 584.64 |
|
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $878k | NEW | 8.5k | 103.14 |
|
International Business Machines (IBM) | 0.3 | $865k | -20% | 3.9k | 219.94 |
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Siriusxm Holdings Common Stock (SIRI) | 0.3 | $848k | -14% | 38k | 22.10 |
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Eli Lilly & Co. (LLY) | 0.3 | $823k | -21% | 1.1k | 778.07 |
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Texas Cap Tex Equity Index E Govt Money Mkt (MMKT) | 0.3 | $798k | NEW | 8.0k | 100.17 |
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Comcast Corp Cl A (CMCSA) | 0.3 | $790k | -14% | 21k | 37.42 |
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Progressive Corporation (PGR) | 0.3 | $787k | 3.3k | 240.65 |
|
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Chubb (CB) | 0.3 | $776k | -6% | 2.8k | 272.52 |
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Expeditors International of Washington (EXPD) | 0.3 | $771k | 7.0k | 110.02 |
|
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $719k | +3% | 1.3k | 537.46 |
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Ssga Active Tr Spdr Ssga Fxd (FISR) | 0.2 | $675k | -2% | 27k | 25.37 |
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Metropcs Communications (TMUS) | 0.2 | $669k | -56% | 3.0k | 219.53 |
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CRH Ord (CRH) | 0.2 | $647k | -7% | 7.0k | 92.71 |
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Strategic Education (STRA) | 0.2 | $626k | 6.8k | 92.36 |
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American Express Company (AXP) | 0.2 | $580k | -16% | 1.9k | 298.43 |
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Broadcom (AVGO) | 0.2 | $549k | -14% | 2.4k | 231.98 |
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Nrg Energy Com New (NRG) | 0.2 | $537k | -4% | 5.8k | 92.75 |
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Blackrock (BLK) | 0.2 | $520k | NEW | 511.00 | 1017.40 |
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Warner Bros Discovery Com Ser A (WBD) | 0.2 | $519k | -14% | 49k | 10.66 |
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Ishares Tr Short Treas Bd (SHV) | 0.2 | $517k | -10% | 4.7k | 110.13 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $506k | +7% | 8.9k | 56.58 |
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Thermo Fisher Scientific (TMO) | 0.2 | $504k | +11% | 965.00 | 522.57 |
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Vanguard Index Fds Value Etf (VTV) | 0.2 | $501k | +2% | 3.0k | 169.06 |
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United Parcel Service CL B (UPS) | 0.2 | $501k | -14% | 4.0k | 123.87 |
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Nextera Energy (NEE) | 0.2 | $499k | -38% | 7.0k | 71.61 |
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Caterpillar (CAT) | 0.2 | $493k | 1.4k | 359.77 |
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Verizon Communications (VZ) | 0.2 | $475k | 12k | 40.21 |
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Iren Ordinary Shares (IREN) | 0.2 | $475k | NEW | 45k | 10.46 |
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Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $474k | -21% | 5.6k | 84.95 |
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Packaging Corporation of America (PKG) | 0.2 | $461k | 2.0k | 225.24 |
|
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Anthem (ELV) | 0.2 | $458k | NEW | 1.3k | 365.83 |
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Servicenow (NOW) | 0.2 | $441k | -27% | 418.00 | 1054.34 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $440k | +99% | 14k | 31.82 |
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Southern Copper Corporation (SCCO) | 0.1 | $427k | -6% | 4.6k | 92.16 |
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $393k | +51% | 7.7k | 50.88 |
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Enbridge (ENB) | 0.1 | $389k | 9.1k | 42.98 |
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Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $388k | 1.7k | 234.25 |
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Abbott Laboratories (ABT) | 0.1 | $385k | -2% | 3.4k | 113.44 |
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Illinois Tool Works (ITW) | 0.1 | $380k | -6% | 1.5k | 250.03 |
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Booking Holdings (BKNG) | 0.1 | $379k | +4% | 77.00 | 4925.29 |
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Juniper Networks (JNPR) | 0.1 | $367k | 9.7k | 37.78 |
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Vanguard World Extended Dur (EDV) | 0.1 | $364k | +2% | 5.4k | 67.70 |
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Trane Technologies SHS (TT) | 0.1 | $360k | -14% | 964.00 | 373.84 |
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Corning Incorporated (GLW) | 0.1 | $359k | 7.7k | 46.71 |
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EOG Resources (EOG) | 0.1 | $359k | +3% | 2.9k | 124.71 |
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Cme (CME) | 0.1 | $357k | NEW | 1.5k | 232.72 |
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Citigroup Com New (C) | 0.1 | $357k | -2% | 5.1k | 69.94 |
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Arthur J. Gallagher & Co. (AJG) | 0.1 | $340k | 1.2k | 275.89 |
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Meta Platforms Cl A (META) | 0.1 | $330k | -34% | 550.00 | 599.24 |
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Vaneck Etf Trust Aa Bb Clo Etf (CLOB) | 0.1 | $324k | NEW | 6.4k | 50.63 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $320k | 4.6k | 68.77 |
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Annaly Capital Management In Com New (NLY) | 0.1 | $305k | 17k | 18.38 |
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Everest Re Group (EG) | 0.1 | $305k | NEW | 838.00 | 363.33 |
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L3harris Technologies (LHX) | 0.1 | $303k | 1.5k | 207.36 |
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Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 0.1 | $300k | -2% | 5.6k | 53.29 |
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Gabelli Utility Trust (GUT) | 0.1 | $297k | +17% | 58k | 5.11 |
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Abbvie (ABBV) | 0.1 | $296k | -14% | 1.7k | 179.44 |
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Consol Energy (CEIX) | 0.1 | $295k | -6% | 2.7k | 108.01 |
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Occidental Petroleum Corporation (OXY) | 0.1 | $290k | -9% | 5.8k | 49.81 |
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Costco Wholesale Corporation (COST) | 0.1 | $290k | NEW | 319.00 | 909.81 |
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Procter & Gamble Company (PG) | 0.1 | $288k | 1.7k | 165.98 |
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Newmont Mining Corporation (NEM) | 0.1 | $287k | -2% | 7.5k | 38.37 |
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $286k | -13% | 7.5k | 38.23 |
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Merck & Co (MRK) | 0.1 | $282k | -42% | 2.8k | 99.17 |
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J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.1 | $281k | NEW | 4.8k | 58.40 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $278k | -9% | 4.8k | 58.17 |
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Quanta Services (PWR) | 0.1 | $272k | NEW | 861.00 | 315.50 |
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S&p Global (SPGI) | 0.1 | $271k | 546.00 | 495.50 |
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Qualcomm (QCOM) | 0.1 | $267k | +79% | 1.7k | 153.64 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $261k | 4.5k | 57.49 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $260k | -8% | 3.5k | 74.76 |
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Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $258k | +5% | 2.7k | 95.75 |
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Advanced Micro Devices (AMD) | 0.1 | $257k | -30% | 2.1k | 120.63 |
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Lowe's Companies (LOW) | 0.1 | $257k | +28% | 1.0k | 246.98 |
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Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $250k | NEW | 10k | 24.16 |
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Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $249k | +7% | 9.4k | 26.38 |
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Expedia Group Com New (EXPE) | 0.1 | $248k | 1.3k | 185.33 |
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UnitedHealth (UNH) | 0.1 | $243k | -17% | 481.00 | 504.51 |
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Ishares Tr Conser Alloc Etf (AOK) | 0.1 | $241k | NEW | 6.5k | 37.24 |
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Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $240k | 4.8k | 50.33 |
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $229k | 4.1k | 56.28 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $227k | -21% | 3.0k | 76.27 |
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Barrick Gold Corp (GOLD) | 0.1 | $224k | +6% | 14k | 15.97 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $222k | +52% | 2.8k | 78.37 |
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Cnh Indl N V SHS (CNH) | 0.1 | $221k | NEW | 20k | 11.09 |
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McDonald's Corporation (MCD) | 0.1 | $219k | -6% | 747.00 | 292.51 |
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Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $217k | +19% | 4.8k | 44.89 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $217k | +2% | 4.6k | 47.72 |
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Kinder Morgan (KMI) | 0.1 | $216k | -5% | 7.7k | 28.11 |
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American Tower Reit (AMT) | 0.1 | $214k | 1.2k | 181.03 |
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Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $214k | 17k | 12.34 |
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Loews Corporation (L) | 0.1 | $211k | NEW | 2.5k | 84.16 |
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Nuveen Insd Dividend Advantage (NVG) | 0.1 | $208k | 17k | 12.44 |
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Target Corporation (TGT) | 0.1 | $207k | NEW | 1.5k | 137.19 |
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TransDigm Group Incorporated (TDG) | 0.1 | $204k | +34% | 163.00 | 1254.10 |
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Archer Daniels Midland Company (ADM) | 0.1 | $200k | NEW | 4.0k | 50.22 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $196k | 742.00 | 263.74 |
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Cdw (CDW) | 0.1 | $194k | -2% | 1.1k | 170.03 |
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Broadridge Financial Solutions (BR) | 0.1 | $193k | +3% | 850.00 | 226.83 |
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Alpha Metallurgical Resources (AMR) | 0.1 | $192k | -15% | 954.00 | 201.69 |
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Stryker Corporation (SYK) | 0.1 | $192k | -6% | 536.00 | 358.72 |
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Fox Corp Cl A Com (FOXA) | 0.1 | $191k | 3.9k | 48.99 |
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Principal Financial (PFG) | 0.1 | $191k | 2.5k | 77.39 |
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Unified Ser Tr Abslute Selct Vl (ABEQ) | 0.1 | $178k | +52% | 5.6k | 31.61 |
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BlackRock Municipal Income Trust II (BLE) | 0.1 | $177k | 17k | 10.57 |
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Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $177k | 18k | 9.86 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $173k | +4% | 295.00 | 587.45 |
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $173k | +227% | 7.2k | 24.14 |
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ViaSat (VSAT) | 0.1 | $171k | -14% | 18k | 9.53 |
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Exxon Mobil Corporation (XOM) | 0.1 | $166k | -9% | 1.5k | 107.31 |
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Paychex (PAYX) | 0.1 | $164k | -3% | 1.2k | 138.50 |
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Cintas Corporation (CTAS) | 0.1 | $163k | +11% | 895.00 | 182.09 |
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Flagstar Financial Com New (FLG) | 0.1 | $163k | NEW | 18k | 9.24 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $162k | NEW | 1.7k | 96.91 |
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Public Storage (PSA) | 0.1 | $160k | -3% | 538.00 | 296.58 |
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Heico Corp Cl A (HEI.A) | 0.1 | $157k | 845.00 | 185.91 |
|
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $156k | 1.8k | 88.30 |
|
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Republic Services (RSG) | 0.1 | $154k | -3% | 769.00 | 200.09 |
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $153k | +4% | 4.5k | 34.05 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $151k | +21% | 1.3k | 115.54 |
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $151k | NEW | 2.4k | 63.75 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $151k | +21% | 2.1k | 71.94 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $150k | +23% | 1.6k | 92.50 |
|
Martin Marietta Materials (MLM) | 0.1 | $150k | +6% | 294.00 | 510.56 |
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $149k | -57% | 1.9k | 78.84 |
|
Entegris (ENTG) | 0.0 | $145k | -3% | 1.5k | 97.23 |
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IDEX Corporation (IEX) | 0.0 | $143k | 692.00 | 206.06 |
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Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.0 | $142k | 7.7k | 18.51 |
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Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $136k | -35% | 12k | 11.37 |
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Ishares Tr Select Divid Etf (DVY) | 0.0 | $133k | 1.0k | 131.07 |
|
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Vulcan Materials Company (VMC) | 0.0 | $129k | -6% | 505.00 | 255.57 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $125k | +327% | 4.5k | 27.84 |
|
Shopify Cl A (SHOP) | 0.0 | $124k | NEW | 1.2k | 107.53 |
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Liberty Global Com Cl A (LBTYA) | 0.0 | $123k | NEW | 9.4k | 13.12 |
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Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $121k | 10k | 11.82 |
|
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Exponent (EXPO) | 0.0 | $121k | 1.4k | 87.92 |
|
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Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $119k | NEW | 1.3k | 88.66 |
|
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $110k | -93% | 2.2k | 50.39 |
|
Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $109k | -46% | 8.3k | 13.13 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $108k | 372.00 | 289.26 |
|
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Jack Henry & Associates (JKHY) | 0.0 | $108k | 622.00 | 172.97 |
|
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PNC Financial Services (PNC) | 0.0 | $107k | -8% | 557.00 | 191.39 |
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Spdr Ser Tr Bloomberg Emergi (EBND) | 0.0 | $106k | 5.4k | 19.58 |
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Steris Shs Usd (STE) | 0.0 | $103k | +19% | 507.00 | 202.46 |
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Tesla Motors (TSLA) | 0.0 | $98k | -74% | 257.00 | 379.28 |
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Coca-Cola Company (KO) | 0.0 | $97k | 1.6k | 61.84 |
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $96k | 2.4k | 39.28 |
|
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Vanguard World Inf Tech Etf (VGT) | 0.0 | $96k | -10% | 154.00 | 621.34 |
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Verisk Analytics (VRSK) | 0.0 | $95k | NEW | 348.00 | 273.39 |
|
Zoetis Cl A (ZTS) | 0.0 | $95k | -7% | 585.00 | 162.61 |
|
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $93k | NEW | 1.5k | 63.19 |
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Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $91k | NEW | 2.8k | 32.76 |
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Pool Corporation (POOL) | 0.0 | $90k | 269.00 | 332.87 |
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Agf Invts Tr Us Market Netrl (BTAL) | 0.0 | $89k | +73% | 4.8k | 18.41 |
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salesforce (CRM) | 0.0 | $87k | NEW | 264.00 | 330.66 |
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Listed Fd Tr Horizon Kinetics (INFL) | 0.0 | $85k | NEW | 2.2k | 38.54 |
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Medtronic SHS (MDT) | 0.0 | $82k | NEW | 1.0k | 80.22 |
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $81k | NEW | 711.00 | 114.40 |
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Adobe Systems Incorporated (ADBE) | 0.0 | $81k | -8% | 183.00 | 441.00 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $81k | NEW | 1.8k | 43.92 |
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Microchip Technology (MCHP) | 0.0 | $79k | -41% | 1.4k | 56.88 |
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Bny Mellon Etf Trust High Yield Etf (BKHY) | 0.0 | $79k | -23% | 1.6k | 47.78 |
|
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) | 0.0 | $78k | 2.2k | 35.40 |
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Grayscale Ethereum Mini Tr E Shs New | 0.0 | $76k | NEW | 2.3k | 32.56 |
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At&t (T) | 0.0 | $74k | -31% | 3.3k | 22.83 |
|
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $74k | NEW | 1.8k | 41.75 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $74k | NEW | 211.00 | 348.82 |
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $73k | NEW | 852.00 | 85.92 |
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Msci (MSCI) | 0.0 | $72k | NEW | 121.00 | 597.12 |
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Airbnb Com Cl A (ABNB) | 0.0 | $72k | NEW | 547.00 | 131.48 |
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Watsco, Incorporated (WSO) | 0.0 | $71k | NEW | 151.00 | 468.79 |
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Bank of America Corporation (BAC) | 0.0 | $70k | NEW | 1.6k | 44.29 |
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Danaher Corporation (DHR) | 0.0 | $69k | NEW | 302.00 | 229.81 |
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Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $69k | NEW | 1.3k | 54.55 |
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Avery Dennison Corporation (AVY) | 0.0 | $68k | NEW | 373.00 | 183.31 |
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Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $68k | 3.2k | 21.52 |
|
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Johnson & Johnson (JNJ) | 0.0 | $68k | -54% | 474.00 | 144.02 |
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Manitex International | 0.0 | $67k | NEW | 12k | 5.80 |
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Spdr Ser Tr Bloomberg Enhncd (CERY) | 0.0 | $65k | NEW | 2.5k | 26.04 |
|
On Hldg Namen Akt A (ONON) | 0.0 | $65k | NEW | 1.2k | 55.37 |
|
Agilent Technologies Inc C ommon (A) | 0.0 | $65k | NEW | 488.00 | 133.43 |
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Gevo Com Par (GEVO) | 0.0 | $65k | +200% | 28k | 2.32 |
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Spdr Ser Tr Bloomberg Emg Mk (EMHC) | 0.0 | $65k | 2.7k | 23.83 |
|
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Workday Cl A (WDAY) | 0.0 | $64k | NEW | 255.00 | 251.84 |
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Texas Roadhouse (TXRH) | 0.0 | $64k | NEW | 353.00 | 181.20 |
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Roper Industries (ROP) | 0.0 | $64k | NEW | 124.00 | 513.78 |
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Union Pacific Corporation (UNP) | 0.0 | $64k | NEW | 278.00 | 229.12 |
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Pepsi (PEP) | 0.0 | $63k | NEW | 422.00 | 150.21 |
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First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $63k | NEW | 531.00 | 119.15 |
|
Glacier Ban (GBCI) | 0.0 | $63k | NEW | 1.3k | 49.66 |
|
Zoom Communications Cl A (ZM) | 0.0 | $63k | NEW | 768.00 | 81.58 |
|
Houlihan Lokey Cl A (HLI) | 0.0 | $62k | NEW | 363.00 | 171.58 |
|
Cbiz (CBZ) | 0.0 | $60k | NEW | 735.00 | 81.16 |
|
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $60k | NEW | 786.00 | 75.88 |
|
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) | 0.0 | $59k | -51% | 2.4k | 24.28 |
|
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.0 | $59k | NEW | 2.2k | 27.24 |
|
Amphenol Corp Cl A (APH) | 0.0 | $59k | NEW | 852.00 | 69.01 |
|
Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $59k | NEW | 1.9k | 31.04 |
|
Simon Property (SPG) | 0.0 | $58k | NEW | 335.00 | 173.53 |
|
Nuveen Dynamic Mun Opportuni Com Shs (NDMO) | 0.0 | $58k | 5.8k | 10.10 |
|
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ExlService Holdings (EXLS) | 0.0 | $58k | NEW | 1.3k | 44.21 |
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $56k | NEW | 1.1k | 53.00 |
|
Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $56k | -97% | 611.00 | 91.53 |
|
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $55k | NEW | 1.3k | 41.87 |
|
Wal-Mart Stores (WMT) | 0.0 | $54k | NEW | 600.00 | 90.00 |
|
Lakeland Financial Corporation (LKFN) | 0.0 | $53k | NEW | 781.00 | 67.29 |
|
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $52k | NEW | 682.00 | 75.84 |
|
Terex Corporation (TEX) | 0.0 | $51k | NEW | 1.1k | 44.52 |
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Past Filings by VisionPoint Advisory Group
SEC 13F filings are viewable for VisionPoint Advisory Group going back to 2018
- VisionPoint Advisory Group 2024 Q4 filed Feb. 3, 2025
- VisionPoint Advisory Group 2024 Q3 filed Oct. 15, 2024
- VisionPoint Advisory Group 2024 Q2 filed Aug. 1, 2024
- VisionPoint Advisory Group 2024 Q1 filed May 10, 2024
- VisionPoint Advisory Group 2023 Q4 filed Feb. 7, 2024
- VisionPoint Advisory Group 2023 Q3 filed Dec. 6, 2023
- 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