VisionPoint Advisory Group
Latest statistics and disclosures from VisionPoint Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTM, SHY, SPAB, BRK.B, REM, and represent 27.05% of VisionPoint Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: SPTM (+$29M), SHY (+$5.9M), TLT, Liberty Global Ltd Com Cl C, EMXC, IHI, HYLB, KVUE, PM, COWZ.
- Started 214 new stock positions in IGV, SILJ, PINS, ROP, COF, TTE, KTOS, APA, CTAS, FTCS.
- Reduced shares in these 10 stocks: , BIL, Liberty Global Inc C, SPSB, EXPE, PULS, GLD, QTEC, REM, TSM.
- Sold out of its positions in AES, SIVR, Activision Blizzard, AEM, AIM, ALB, ALGM, ALL, ABEV, AWK.
- VisionPoint Advisory Group was a net buyer of stock by $20M.
- VisionPoint Advisory Group has $271M in assets under management (AUM), dropping by 16.20%.
- 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 ExcelPortfolio 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.
- Sign up to view all of the VisionPoint Advisory Group Dec. 31, 2023 positions
- Download the VisionPoint Advisory Group December 2023 csv data
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 |
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 7.5 | $20M | +40% | 248k | 82.04 |
|
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 |
|
Agnc Invt Corp Com reit (AGNC) | 1.3 | $3.6M | -6% | 369k | 9.81 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.3 | $3.4M | -55% | 37k | 91.39 |
|
Spdr Ser Tr Portfolio Short (SPSB) | 1.2 | $3.3M | -47% | 109k | 29.78 |
|
Alphabet Cap Stk Cl C (GOOG) | 1.2 | $3.2M | -19% | 23k | 140.93 |
|
Liberty Global Com Cl C | 1.2 | $3.2M | NEW | 172k | 18.64 |
|
Annaly Capital Management In Com New (NLY) | 1.1 | $3.1M | 160k | 19.37 |
|
|
Fiserv (FI) | 1.1 | $3.1M | +28% | 23k | 132.84 |
|
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 |
|
Ishares Tr U.s. Med Dvc Etf (IHI) | 1.0 | $2.8M | NEW | 52k | 53.97 |
|
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 |
|
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 |
|
Dbx Etf Tr Xtrack Usd High (HYLB) | 0.8 | $2.2M | NEW | 61k | 35.55 |
|
Kenvue (KVUE) | 0.8 | $2.2M | +56818% | 100k | 21.53 |
|
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.8 | $2.2M | +4% | 102k | 21.18 |
|
Apple (AAPL) | 0.8 | $2.1M | -12% | 11k | 192.52 |
|
Merck & Co (MRK) | 0.8 | $2.1M | +3% | 19k | 109.02 |
|
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.8 | $2.1M | NEW | 40k | 51.99 |
|
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.8 | $2.1M | NEW | 12k | 168.54 |
|
Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $2.0M | +2394% | 4.2k | 477.52 |
|
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 |
|
RBB Us Treas 3 Mnth (TBIL) | 0.7 | $1.8M | +5% | 37k | 49.86 |
|
American Express Company (AXP) | 0.7 | $1.8M | -2% | 9.6k | 187.34 |
|
Cheniere Energy Com New (LNG) | 0.6 | $1.7M | -20% | 10k | 170.71 |
|
Avantor (AVTR) | 0.6 | $1.7M | NEW | 75k | 22.83 |
|
McKesson Corporation (MCK) | 0.6 | $1.7M | +7% | 3.7k | 462.98 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.7M | -10% | 4.1k | 409.52 |
|
New Fortress Energy Com Cl A (NFE) | 0.6 | $1.6M | -3% | 44k | 37.73 |
|
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.6 | $1.6M | +14% | 73k | 22.44 |
|
Abbvie (ABBV) | 0.6 | $1.6M | +6% | 10k | 154.97 |
|
Baxter International (BAX) | 0.6 | $1.6M | NEW | 41k | 38.66 |
|
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 |
|
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 |
|
Ishares Tr Short Treas Bd (SHV) | 0.5 | $1.2M | +43% | 11k | 110.13 |
|
Freeport-mcmoran CL B (FCX) | 0.4 | $1.2M | -11% | 28k | 42.57 |
|
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 |
|
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 |
|
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 |
|
Fidelity National Information Services (FIS) | 0.3 | $864k | +4510% | 14k | 60.07 |
|
Fresenius Medical Care Sponsored Adr (FMS) | 0.3 | $812k | NEW | 39k | 20.83 |
|
Broadcom (AVGO) | 0.3 | $730k | -18% | 654.00 | 1116.25 |
|
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 |
|
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 |
|
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 |
|
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $640k | -18% | 22k | 29.05 |
|
Ssga Active Tr Spdr Ssga Fxd (FISR) | 0.2 | $635k | +39% | 24k | 26.02 |
|
Ishares Tr Morningstar Grwt (ILCG) | 0.2 | $582k | NEW | 8.6k | 67.82 |
|
Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $579k | NEW | 4.0k | 143.64 |
|
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 |
|
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 |
|
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 |
|
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 |
|
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $435k | NEW | 8.4k | 52.00 |
|
Netflix (NFLX) | 0.2 | $432k | -9% | 887.00 | 486.88 |
|
Goldman Sachs (GS) | 0.2 | $426k | +113% | 1.1k | 385.77 |
|
salesforce (CRM) | 0.2 | $421k | -6% | 1.6k | 263.14 |
|
Ball Corporation (BALL) | 0.2 | $416k | NEW | 7.2k | 57.52 |
|
Nrg Energy Com New (NRG) | 0.1 | $402k | -9% | 7.8k | 51.70 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
Masco Corporation (MAS) | 0.0 | $76k | +7% | 1.1k | 66.98 |
|
Firstcash Holdings (FCFS) | 0.0 | $75k | -37% | 695.00 | 108.39 |
|
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $74k | +41% | 1.5k | 48.72 |
|
Blackrock Mun Income Tr Sh Ben Int (BFK) | 0.0 | $73k | 7.2k | 10.07 |
|
|
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $72k | +57% | 1.7k | 41.93 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $72k | 205.00 | 350.91 |
|
|
Airbnb Com Cl A (ABNB) | 0.0 | $72k | +21% | 528.00 | 136.14 |
|
Morgan Stanley Com New (MS) | 0.0 | $71k | +73% | 766.00 | 93.25 |
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $71k | +599% | 909.00 | 78.03 |
|
Broadridge Financial Solutions (BR) | 0.0 | $70k | NEW | 341.00 | 205.75 |
|
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $70k | +12% | 2.3k | 31.01 |
|
Treace Med Concepts (TMCI) | 0.0 | $68k | 5.3k | 12.75 |
|
|
Pepsi (PEP) | 0.0 | $66k | -25% | 390.00 | 169.43 |
|
Entegris (ENTG) | 0.0 | $66k | NEW | 547.00 | 119.82 |
|
Novo-nordisk A S Adr (NVO) | 0.0 | $65k | +9% | 627.00 | 103.45 |
|
Agf Invts Tr Us Market Netrl (BTAL) | 0.0 | $62k | NEW | 3.6k | 16.95 |
|
Lowe's Companies (LOW) | 0.0 | $61k | +80% | 274.00 | 222.55 |
|
Vulcan Materials Company (VMC) | 0.0 | $60k | +1447% | 263.00 | 227.01 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $59k | -6% | 783.00 | 75.10 |
|
Autodesk (ADSK) | 0.0 | $58k | +21% | 237.00 | 243.48 |
|
Atmos Energy Corporation (ATO) | 0.0 | $57k | +68% | 494.00 | 115.90 |
|
Nuveen Dynamic Mun Opportuni Com Shs (NDMO) | 0.0 | $57k | NEW | 5.8k | 9.91 |
|
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $57k | NEW | 1.5k | 39.10 |
|
Republic Services (RSG) | 0.0 | $54k | NEW | 328.00 | 164.91 |
|
First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $54k | NEW | 516.00 | 104.71 |
|
Simon Property (SPG) | 0.0 | $54k | 378.00 | 142.64 |
|
|
Waters Corporation (WAT) | 0.0 | $54k | +13% | 163.00 | 329.23 |
|
Paychex (PAYX) | 0.0 | $54k | NEW | 449.00 | 119.11 |
|
Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $53k | 3.2k | 16.81 |
|
|
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $52k | NEW | 682.00 | 75.54 |
|
Lakeland Financial Corporation (LKFN) | 0.0 | $51k | 781.00 | 65.16 |
|
|
Comcast Corp Cl A (CMCSA) | 0.0 | $50k | +211% | 1.1k | 43.85 |
|
Chevron Corporation (CVX) | 0.0 | $50k | -31% | 335.00 | 149.16 |
|
IDEX Corporation (IEX) | 0.0 | $50k | NEW | 230.00 | 217.11 |
|
Amdocs SHS (DOX) | 0.0 | $50k | +11% | 563.00 | 87.89 |
|
Charles River Laboratories (CRL) | 0.0 | $49k | +45% | 209.00 | 236.40 |
|
Glacier Ban (GBCI) | 0.0 | $48k | 1.2k | 41.32 |
|
|
Pool Corporation (POOL) | 0.0 | $47k | +11800% | 119.00 | 398.71 |
|
Quanta Services (PWR) | 0.0 | $46k | +58% | 215.00 | 215.80 |
|
Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $46k | +96% | 1.5k | 31.76 |
|
Air Products & Chemicals (APD) | 0.0 | $46k | +8300% | 168.00 | 273.80 |
|
Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $45k | +20% | 886.00 | 51.02 |
|
Nike CL B (NKE) | 0.0 | $45k | -32% | 414.00 | 108.57 |
|
Zevra Therapeutics Com New (ZVRA) | 0.0 | $45k | 6.9k | 6.55 |
|
Past Filings by VisionPoint Advisory Group
SEC 13F filings are viewable for VisionPoint Advisory Group going back to 2018
- 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
- 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