VisionPoint Advisory Group

Latest statistics and disclosures from VisionPoint Advisory Group's latest quarterly 13F-HR filing:

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Positions held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for VisionPoint Advisory Group

VisionPoint Advisory Group holds 748 positions in its portfolio as reported in the December 2023 quarterly 13F filing

VisionPoint Advisory Group has 748 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 10.7 $29M NEW 496k 58.45
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Ishares Tr 1 3 Yr Treas Bd (SHY) 7.5 $20M +40% 248k 82.04
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Spdr Ser Tr Portfolio Agrgte (SPAB) 3.1 $8.4M +6% 326k 25.64
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.1 $8.3M 23k 356.66
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Ishares Tr Mortge Rel Etf (REM) 2.7 $7.3M -21% 309k 23.59
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 2.3 $6.3M -27% 36k 175.47
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.0 $5.4M +217% 55k 98.88
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Deere & Company (DE) 1.9 $5.2M 13k 399.85
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Philip Morris International (PM) 1.8 $4.8M +78% 51k 94.08
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Spdr Gold Tr Gold Shs (GLD) 1.7 $4.5M -35% 24k 191.17
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JPMorgan Chase & Co. (JPM) 1.4 $3.9M -6% 23k 170.10
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Microsoft Corporation (MSFT) 1.4 $3.7M -21% 9.8k 376.03
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Agnc Invt Corp Com reit (AGNC) 1.3 $3.6M -6% 369k 9.81
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.3 $3.4M -55% 37k 91.39
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Spdr Ser Tr Portfolio Short (SPSB) 1.2 $3.3M -47% 109k 29.78
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Alphabet Cap Stk Cl C (GOOG) 1.2 $3.2M -19% 23k 140.93
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Liberty Global Com Cl C 1.2 $3.2M NEW 172k 18.64
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Annaly Capital Management In Com New (NLY) 1.1 $3.1M 160k 19.37
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Fiserv (FI) 1.1 $3.1M +28% 23k 132.84
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Ishares Msci Emrg Chn (EMXC) 1.1 $3.0M NEW 55k 55.41
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Spdr Ser Tr S&p Divid Etf (SDY) 1.1 $2.9M +7% 23k 124.97
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Ishares Tr U.s. Med Dvc Etf (IHI) 1.0 $2.8M NEW 52k 53.97
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ConocoPhillips (COP) 1.0 $2.7M 23k 116.07
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Alps Etf Tr Alerian Mlp (AMLP) 1.0 $2.6M -34% 62k 42.52
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.9 $2.5M 62k 40.12
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Metropcs Communications (TMUS) 0.9 $2.4M 15k 160.33
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Liberty Broadband Corp Com Ser A (LBRDA) 0.9 $2.4M 30k 80.64
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Phillips 66 (PSX) 0.9 $2.4M 18k 133.14
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Lockheed Martin Corporation (LMT) 0.9 $2.4M +74% 5.2k 453.24
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Dbx Etf Tr Xtrack Usd High (HYLB) 0.8 $2.2M NEW 61k 35.55
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Kenvue (KVUE) 0.8 $2.2M +56818% 100k 21.53
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.8 $2.2M +4% 102k 21.18
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Apple (AAPL) 0.8 $2.1M -12% 11k 192.52
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Merck & Co (MRK) 0.8 $2.1M +3% 19k 109.02
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.8 $2.1M NEW 40k 51.99
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.8 $2.1M NEW 12k 168.54
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Ishares Tr Core S&p500 Etf (IVV) 0.7 $2.0M +2394% 4.2k 477.52
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Liberty Media Corp Del Com Lbty Srm S C (LSXMK) 0.7 $2.0M 69k 28.78
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Datadog Cl A Com (DDOG) 0.7 $1.9M -13% 16k 121.38
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Icici Bank Adr (IBN) 0.7 $1.9M 80k 23.84
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Fomento Economico Mexicano S Spon Adr Units (FMX) 0.7 $1.9M +5% 14k 130.35
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RBB Us Treas 3 Mnth (TBIL) 0.7 $1.8M +5% 37k 49.86
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American Express Company (AXP) 0.7 $1.8M -2% 9.6k 187.34
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Cheniere Energy Com New (LNG) 0.6 $1.7M -20% 10k 170.71
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Avantor (AVTR) 0.6 $1.7M NEW 75k 22.83
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McKesson Corporation (MCK) 0.6 $1.7M +7% 3.7k 462.98
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.7M -10% 4.1k 409.52
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New Fortress Energy Com Cl A (NFE) 0.6 $1.6M -3% 44k 37.73
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.6 $1.6M +14% 73k 22.44
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Abbvie (ABBV) 0.6 $1.6M +6% 10k 154.97
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Baxter International (BAX) 0.6 $1.6M NEW 41k 38.66
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EOG Resources (EOG) 0.6 $1.5M +9458% 13k 120.95
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Chubb (CB) 0.6 $1.5M 6.7k 226.00
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Dollar General (DG) 0.6 $1.5M +24% 11k 135.95
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Zoom Video Communications In Cl A (ZM) 0.5 $1.4M -13% 20k 71.91
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Emerson Electric (EMR) 0.5 $1.4M +17% 15k 97.33
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ViaSat (VSAT) 0.5 $1.4M 50k 27.95
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Warner Bros Discovery Com Ser A (WBD) 0.5 $1.4M 121k 11.38
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Amazon (AMZN) 0.5 $1.3M -9% 8.8k 151.94
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Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.5 $1.3M +5% 50k 25.14
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Ishares Tr Short Treas Bd (SHV) 0.5 $1.2M +43% 11k 110.13
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Freeport-mcmoran CL B (FCX) 0.4 $1.2M -11% 28k 42.57
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $1.2M NEW 28k 42.22
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Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $1.1M 15k 77.51
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PNC Financial Services (PNC) 0.4 $1.1M +4% 7.2k 154.85
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Ishares Msci Jpn Etf New (EWJ) 0.4 $1.1M NEW 17k 64.14
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NVIDIA Corporation (NVDA) 0.4 $1.0M -15% 2.1k 495.22
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International Business Machines (IBM) 0.3 $931k +17% 5.7k 163.55
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Occidental Petroleum Corporation (OXY) 0.3 $892k 15k 59.71
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Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) 0.3 $880k +11% 9.3k 94.64
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.3 $875k NEW 30k 28.78
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Ishares Tr Faln Angls Usd (FALN) 0.3 $873k NEW 33k 26.40
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Fidelity National Information Services (FIS) 0.3 $864k +4510% 14k 60.07
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Fresenius Medical Care Sponsored Adr (FMS) 0.3 $812k NEW 39k 20.83
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Broadcom (AVGO) 0.3 $730k -18% 654.00 1116.25
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Ross Stores (ROST) 0.3 $714k +170% 5.2k 138.39
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Discover Financial Services (DFS) 0.3 $707k +50% 6.3k 112.40
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Fastenal Company (FAST) 0.3 $683k +23% 11k 64.77
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $662k +806% 8.6k 77.39
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Liberty Media Corp Del Com Lbty Liv S C (LLYVK) 0.2 $658k 18k 37.39
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $655k +11% 1.4k 475.31
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Mastercard Incorporated Cl A (MA) 0.2 $648k +25% 1.5k 426.51
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Proshares Tr Pshs Ultra Dow30 (DDM) 0.2 $646k NEW 8.2k 79.21
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $640k -18% 22k 29.05
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Ssga Active Tr Spdr Ssga Fxd (FISR) 0.2 $635k +39% 24k 26.02
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Ishares Tr Morningstar Grwt (ILCG) 0.2 $582k NEW 8.6k 67.82
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $579k NEW 4.0k 143.64
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $576k NEW 5.5k 105.23
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AutoZone (AZO) 0.2 $543k +125% 210.00 2585.61
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Public Storage (PSA) 0.2 $538k -73% 1.8k 305.00
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Visa Com Cl A (V) 0.2 $531k -16% 2.0k 260.24
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Southern Copper Corporation (SCCO) 0.2 $517k -6% 6.0k 86.07
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Charles Schwab Corporation (SCHW) 0.2 $509k 7.4k 68.80
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Amgen (AMGN) 0.2 $492k +159% 1.7k 288.02
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Nextera Energy (NEE) 0.2 $491k +228% 8.1k 60.74
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TJX Companies (TJX) 0.2 $489k +96% 5.2k 93.81
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Home Depot (HD) 0.2 $485k +161% 1.4k 346.55
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Advanced Micro Devices (AMD) 0.2 $484k -22% 3.3k 147.41
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Illinois Tool Works (ITW) 0.2 $479k 1.8k 261.94
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Caterpillar (CAT) 0.2 $456k -24% 1.5k 295.67
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Arch Cap Group Ord (ACGL) 0.2 $456k +60% 6.1k 74.27
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $454k +186% 1.0k 436.43
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Walt Disney Company (DIS) 0.2 $451k +12% 5.0k 90.29
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Epam Systems (EPAM) 0.2 $450k +1012% 1.5k 297.34
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Paypal Holdings (PYPL) 0.2 $444k -9% 7.2k 61.41
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $435k NEW 8.4k 52.00
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Netflix (NFLX) 0.2 $432k -9% 887.00 486.88
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Goldman Sachs (GS) 0.2 $426k +113% 1.1k 385.77
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salesforce (CRM) 0.2 $421k -6% 1.6k 263.14
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Ball Corporation (BALL) 0.2 $416k NEW 7.2k 57.52
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Nrg Energy Com New (NRG) 0.1 $402k -9% 7.8k 51.70
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Packaging Corporation of America (PKG) 0.1 $387k -5% 2.4k 162.91
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Abbott Laboratories (ABT) 0.1 $376k +10% 3.4k 110.05
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O'reilly Automotive (ORLY) 0.1 $376k +132% 396.00 950.08
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Enbridge (ENB) 0.1 $372k +2% 10k 36.02
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Devon Energy Corporation (DVN) 0.1 $370k -11% 8.2k 45.30
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Meta Platforms Cl A (META) 0.1 $360k -55% 1.0k 353.96
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Verizon Communications (VZ) 0.1 $352k -12% 9.3k 37.70
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Eli Lilly & Co. (LLY) 0.1 $350k 601.00 582.92
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Juniper Networks (JNPR) 0.1 $336k +4% 11k 29.48
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L3harris Technologies (LHX) 0.1 $329k +4% 1.6k 210.62
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $325k -4% 6.5k 50.24
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Corning Incorporated (GLW) 0.1 $323k +9% 11k 30.45
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Newmont Mining Corporation (NEM) 0.1 $322k +10% 7.8k 41.39
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Domino's Pizza (DPZ) 0.1 $313k +146% 758.00 412.23
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Cummins (CMI) 0.1 $312k +154% 1.3k 239.57
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Expeditors International of Washington (EXPD) 0.1 $306k +104% 2.4k 127.20
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Williams Companies (WMB) 0.1 $306k -17% 8.8k 34.83
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $299k +15% 1.7k 175.22
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UnitedHealth (UNH) 0.1 $298k -26% 566.00 526.47
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NVR (NVR) 0.1 $294k +61% 42.00 7000.45
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Procter & Gamble Company (PG) 0.1 $292k -5% 2.0k 146.54
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Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $282k NEW 3.7k 76.00
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Thermo Fisher Scientific (TMO) 0.1 $280k +11% 528.00 530.79
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Booking Holdings (BKNG) 0.1 $273k +10% 77.00 3547.22
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S&p Global (SPGI) 0.1 $269k +2% 611.00 440.52
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McDonald's Corporation (MCD) 0.1 $268k -24% 902.00 296.51
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BlackRock (BLK) 0.1 $266k +101% 328.00 811.80
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Johnson & Johnson (JNJ) 0.1 $260k -18% 1.7k 156.67
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Tesla Motors (TSLA) 0.1 $259k -28% 1.0k 248.48
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Vanguard Index Fds Value Etf (VTV) 0.1 $255k -3% 1.7k 149.50
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Moody's Corporation (MCO) 0.1 $246k +115% 630.00 390.56
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Target Corporation (TGT) 0.1 $245k -8% 1.7k 142.42
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.1 $241k +2% 6.0k 40.17
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $241k +37% 18k 13.30
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Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.1 $236k +65% 5.2k 45.76
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Progressive Corporation (PGR) 0.1 $232k +131% 1.5k 159.28
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $224k -68% 7.2k 31.19
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $204k -28% 6.0k 34.01
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Strategic Education (STRA) 0.1 $197k +96% 2.1k 92.37
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Ishares Gold Tr Ishares New (IAU) 0.1 $194k -42% 5.0k 39.03
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Principal Financial (PFG) 0.1 $194k 2.5k 78.67
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $192k -90% 1.9k 104.00
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $188k +46% 5.3k 35.41
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $187k +55% 4.4k 42.18
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $185k +18% 2.4k 76.38
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American Tower Reit (AMT) 0.1 $184k 854.00 215.88
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $183k +19% 3.1k 58.33
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Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $177k 15k 11.82
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $177k -26% 1.9k 92.16
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Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.1 $175k +36% 9.4k 18.59
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Danaher Corporation (DHR) 0.1 $172k -16% 745.00 231.34
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Nuveen Insd Dividend Advantage (NVG) 0.1 $171k 15k 11.82
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Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $167k 15k 11.00
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $165k 3.4k 47.90
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BlackRock Municipal Income Trust II (BLE) 0.1 $164k 15k 10.68
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Servicenow (NOW) 0.1 $156k +13% 221.00 706.49
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Exxon Mobil Corporation (XOM) 0.1 $146k 1.5k 99.98
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Vaneck Etf Trust Clo Etf (CLOI) 0.1 $146k NEW 2.8k 52.12
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $145k NEW 1.9k 77.73
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Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) 0.0 $129k NEW 4.3k 29.85
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $128k +18% 550.00 232.64
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Bny Mellon Etf Trust High Yield Beta (BKHY) 0.0 $127k NEW 2.7k 47.36
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $126k NEW 2.3k 54.97
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Bhp Group Sponsored Ads (BHP) 0.0 $124k -19% 1.8k 68.31
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Ishares Tr Select Divid Etf (DVY) 0.0 $123k 1.1k 117.22
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Bunge Global Sa Com Shs (BG) 0.0 $121k NEW 1.2k 100.88
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Trane Technologies SHS (TT) 0.0 $120k +491% 491.00 243.90
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Intercontinental Exchange (ICE) 0.0 $118k -27% 922.00 128.43
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Arthur J. Gallagher & Co. (AJG) 0.0 $118k +413% 524.00 224.88
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Fox Corp Cl A Com (FOXA) 0.0 $116k 3.9k 29.67
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Adobe Systems Incorporated (ADBE) 0.0 $115k +20% 192.00 596.60
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Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $114k 10k 11.45
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Stryker Corporation (SYK) 0.0 $112k +525% 375.00 299.46
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Spdr Ser Tr Bloomberg Emergi (EBND) 0.0 $111k +55% 5.2k 21.24
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $109k +16% 1.9k 55.90
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Cdw (CDW) 0.0 $108k +244% 476.00 227.32
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Exponent (EXPO) 0.0 $106k +10% 1.2k 88.04
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Union Pacific Corporation (UNP) 0.0 $101k -74% 412.00 245.62
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Antero Midstream Corp antero midstream (AM) 0.0 $97k -4% 7.7k 12.53
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Coca-Cola Company (KO) 0.0 $97k -38% 1.6k 58.93
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Gabelli Utility Trust (GUT) 0.0 $94k 17k 5.42
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Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.0 $94k NEW 3.9k 24.29
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T. Rowe Price (TROW) 0.0 $94k +4% 870.00 107.69
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Bank of America Corporation (BAC) 0.0 $91k -33% 2.7k 33.67
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.0 $89k NEW 3.1k 28.56
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Medtronic SHS (MDT) 0.0 $89k -54% 1.1k 82.38
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M&T Bank Corporation (MTB) 0.0 $88k 642.00 136.87
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $85k NEW 1.7k 49.93
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $85k -95% 1.7k 50.23
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Zoetis Cl A (ZTS) 0.0 $84k -24% 426.00 197.37
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Microchip Technology (MCHP) 0.0 $83k +1574% 921.00 90.18
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At&t (T) 0.0 $80k -30% 4.8k 16.78
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $78k NEW 162.00 482.44
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Terex Corporation (TEX) 0.0 $78k 1.4k 57.46
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $77k NEW 2.1k 35.91
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Masco Corporation (MAS) 0.0 $76k +7% 1.1k 66.98
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Firstcash Holdings (FCFS) 0.0 $75k -37% 695.00 108.39
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $74k +41% 1.5k 48.72
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Blackrock Mun Income Tr Sh Ben Int (BFK) 0.0 $73k 7.2k 10.07
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $72k +57% 1.7k 41.93
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $72k 205.00 350.91
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Airbnb Com Cl A (ABNB) 0.0 $72k +21% 528.00 136.14
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Morgan Stanley Com New (MS) 0.0 $71k +73% 766.00 93.25
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $71k +599% 909.00 78.03
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Broadridge Financial Solutions (BR) 0.0 $70k NEW 341.00 205.75
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $70k +12% 2.3k 31.01
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Treace Med Concepts (TMCI) 0.0 $68k 5.3k 12.75
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Pepsi (PEP) 0.0 $66k -25% 390.00 169.43
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Entegris (ENTG) 0.0 $66k NEW 547.00 119.82
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Novo-nordisk A S Adr (NVO) 0.0 $65k +9% 627.00 103.45
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Agf Invts Tr Us Market Netrl (BTAL) 0.0 $62k NEW 3.6k 16.95
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Lowe's Companies (LOW) 0.0 $61k +80% 274.00 222.55
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Vulcan Materials Company (VMC) 0.0 $60k +1447% 263.00 227.01
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $59k -6% 783.00 75.10
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Autodesk (ADSK) 0.0 $58k +21% 237.00 243.48
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Atmos Energy Corporation (ATO) 0.0 $57k +68% 494.00 115.90
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Nuveen Dynamic Mun Opportuni Com Shs (NDMO) 0.0 $57k NEW 5.8k 9.91
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $57k NEW 1.5k 39.10
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Republic Services (RSG) 0.0 $54k NEW 328.00 164.91
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First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.0 $54k NEW 516.00 104.71
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Simon Property (SPG) 0.0 $54k 378.00 142.64
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Waters Corporation (WAT) 0.0 $54k +13% 163.00 329.23
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Paychex (PAYX) 0.0 $54k NEW 449.00 119.11
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Catalyst Pharmaceutical Partners (CPRX) 0.0 $53k 3.2k 16.81
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $52k NEW 682.00 75.54
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Lakeland Financial Corporation (LKFN) 0.0 $51k 781.00 65.16
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Comcast Corp Cl A (CMCSA) 0.0 $50k +211% 1.1k 43.85
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Chevron Corporation (CVX) 0.0 $50k -31% 335.00 149.16
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IDEX Corporation (IEX) 0.0 $50k NEW 230.00 217.11
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Amdocs SHS (DOX) 0.0 $50k +11% 563.00 87.89
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Charles River Laboratories (CRL) 0.0 $49k +45% 209.00 236.40
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Glacier Ban (GBCI) 0.0 $48k 1.2k 41.32
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Pool Corporation (POOL) 0.0 $47k +11800% 119.00 398.71
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Quanta Services (PWR) 0.0 $46k +58% 215.00 215.80
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $46k +96% 1.5k 31.76
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Air Products & Chemicals (APD) 0.0 $46k +8300% 168.00 273.80
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Fidelity National Financial Fnf Group Com (FNF) 0.0 $45k +20% 886.00 51.02
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Nike CL B (NKE) 0.0 $45k -32% 414.00 108.57
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Zevra Therapeutics Com New (ZVRA) 0.0 $45k 6.9k 6.55
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Past Filings by VisionPoint Advisory Group

SEC 13F filings are viewable for VisionPoint Advisory Group going back to 2018

View all past filings