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, REM, QTEC, and represent 21.91% of VisionPoint Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: LQD (+$5.0M), Regan Floating Rate Mbs, GDX, SPHY, FMS, XBI, ETN, BAX, AVTR, CLOI.
- Started 128 new stock positions in IEF, HUN, Nuvve Holding Corp, IIPR, PARA, PODD, VXF, VRTX, HPP, FOUR.
- Reduced shares in these 10 stocks: SHY (-$5.3M), SPTM (-$5.1M), BRK.B, NLY, JPM, FMX, COWZ, LBRDA, FTGC, REM.
- Sold out of its positions in ADT, AGCO, AR, AM, ADM, AWI, AZN, Aurora Cannabis, AXON, BHP.
- VisionPoint Advisory Group was a net seller of stock by $-9.3M.
- VisionPoint Advisory Group has $277M in assets under management (AUM), dropping by 2.34%.
- 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 818 positions in its portfolio as reported in the March 2024 quarterly 13F filing
VisionPoint Advisory Group has 818 total positions. Only the first 250 positions are shown.
- Sign up to view all of the VisionPoint Advisory Group March 31, 2024 positions
- Download the VisionPoint Advisory Group March 2024 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 9.6 | $27M | -16% | 416k | 64.15 |
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 5.4 | $15M | -26% | 184k | 81.78 |
|
Spdr Ser Tr Portfolio Agrgte (SPAB) | 2.9 | $8.0M | -3% | 315k | 25.28 |
|
Ishares Tr Mortge Rel Etf (REM) | 2.0 | $5.6M | -22% | 240k | 23.24 |
|
First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 2.0 | $5.5M | -19% | 29k | 190.68 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $5.4M | -45% | 13k | 420.52 |
|
Philip Morris International (PM) | 1.9 | $5.4M | +14% | 59k | 91.62 |
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.8 | $5.1M | +24643% | 47k | 108.92 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.8 | $5.0M | -4% | 53k | 94.62 |
|
Deere & Company (DE) | 1.8 | $4.9M | -8% | 12k | 410.73 |
|
Spdr Gold Tr Gold Shs (GLD) | 1.7 | $4.7M | -3% | 23k | 205.72 |
|
Valued Advisers Tr Regan Fltg Rate | 1.5 | $4.2M | NEW | 165k | 25.28 |
|
Fiserv (FI) | 1.4 | $4.0M | +8% | 25k | 159.82 |
|
Microsoft Corporation (MSFT) | 1.4 | $3.9M | -6% | 9.2k | 420.73 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.3 | $3.5M | +3% | 38k | 91.80 |
|
Agnc Invt Corp Com reit (AGNC) | 1.2 | $3.4M | -5% | 347k | 9.90 |
|
Alphabet Cap Stk Cl C (GOOG) | 1.1 | $3.1M | -9% | 21k | 152.26 |
|
Avantor (AVTR) | 1.1 | $3.1M | +63% | 122k | 25.57 |
|
Spdr Ser Tr Portfolio Short (SPSB) | 1.1 | $3.1M | -4% | 105k | 29.77 |
|
Baxter International (BAX) | 1.1 | $3.0M | +74% | 71k | 42.74 |
|
Vaneck Etf Trust Gold Miners Etf (GDX) | 1.0 | $2.8M | +3862% | 90k | 31.62 |
|
Ishares Tr U.s. Med Dvc Etf (IHI) | 1.0 | $2.8M | -7% | 48k | 58.59 |
|
Dbx Etf Tr Xtrack Usd High (HYLB) | 1.0 | $2.8M | +26% | 77k | 35.71 |
|
Ishares Msci Emrg Chn (EMXC) | 1.0 | $2.7M | -16% | 46k | 57.57 |
|
JPMorgan Chase & Co. (JPM) | 0.9 | $2.6M | -42% | 13k | 200.30 |
|
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.9 | $2.6M | +15% | 14k | 182.69 |
|
Apple (AAPL) | 0.9 | $2.6M | +37% | 15k | 171.48 |
|
Lockheed Martin Corporation (LMT) | 0.9 | $2.6M | +7% | 5.6k | 454.87 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.9 | $2.6M | -15% | 20k | 131.24 |
|
Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $2.6M | +14% | 4.9k | 525.74 |
|
Fresenius Medical Care Sponsored Adr (FMS) | 0.8 | $2.2M | +195% | 115k | 19.28 |
|
Fidelity National Information Services (FIS) | 0.8 | $2.1M | +100% | 29k | 74.18 |
|
Alps Etf Tr Alerian Mlp (AMLP) | 0.7 | $2.1M | -29% | 44k | 47.46 |
|
Dollar General (DG) | 0.7 | $2.0M | +15% | 13k | 156.06 |
|
RBB Us Treas 3 Mnth (TBIL) | 0.7 | $2.0M | +7% | 40k | 50.03 |
|
Icici Bank Adr (IBN) | 0.7 | $1.9M | -8% | 73k | 26.41 |
|
Liberty Media Corp Del Com Lbty Srm S C (LSXMK) | 0.7 | $1.9M | -9% | 63k | 29.71 |
|
Amazon (AMZN) | 0.7 | $1.8M | +15% | 10k | 180.38 |
|
NVIDIA Corporation (NVDA) | 0.6 | $1.8M | -6% | 1.9k | 903.56 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.7M | -6% | 3.8k | 444.01 |
|
Spdr Ser Tr Portfli High Yld (SPHY) | 0.6 | $1.7M | +81696% | 70k | 23.46 |
|
Liberty Global Com Cl C (LBTYK) | 0.6 | $1.6M | -45% | 94k | 17.64 |
|
Phillips 66 (PSX) | 0.6 | $1.6M | -45% | 10k | 163.34 |
|
Ishares Msci Jpn Etf New (EWJ) | 0.6 | $1.6M | +33% | 23k | 71.35 |
|
Merck & Co (MRK) | 0.6 | $1.6M | -37% | 12k | 131.95 |
|
Datadog Cl A Com (DDOG) | 0.6 | $1.6M | -21% | 13k | 123.60 |
|
Emerson Electric (EMR) | 0.6 | $1.6M | -5% | 14k | 113.42 |
|
EOG Resources (EOG) | 0.6 | $1.5M | -5% | 12k | 127.84 |
|
ConocoPhillips (COP) | 0.6 | $1.5M | -47% | 12k | 127.28 |
|
Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.5 | $1.5M | +18% | 59k | 25.22 |
|
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.5 | $1.5M | +23% | 34k | 42.55 |
|
Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.5 | $1.4M | -46% | 33k | 41.87 |
|
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.5 | $1.4M | +57% | 48k | 29.02 |
|
Spdr Ser Tr S&p Biotech (XBI) | 0.5 | $1.4M | NEW | 14k | 94.89 |
|
Eaton Corp SHS (ETN) | 0.5 | $1.4M | +36316% | 4.4k | 312.68 |
|
Cheniere Energy Com New (LNG) | 0.5 | $1.4M | -16% | 8.5k | 161.28 |
|
Metropcs Communications (TMUS) | 0.5 | $1.4M | -45% | 8.3k | 163.22 |
|
Proshares Tr Pshs Ultra Dow30 (DDM) | 0.5 | $1.3M | +90% | 16k | 87.08 |
|
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.5 | $1.3M | -38% | 63k | 21.15 |
|
Ross Stores (ROST) | 0.5 | $1.3M | +75% | 9.0k | 146.76 |
|
Vaneck Etf Trust Clo Etf (CLOI) | 0.5 | $1.3M | +768% | 24k | 52.82 |
|
Abbvie (ABBV) | 0.5 | $1.3M | -32% | 6.9k | 182.10 |
|
Zoom Video Communications In Cl A (ZM) | 0.4 | $1.2M | -6% | 19k | 65.37 |
|
Charles Schwab Corporation (SCHW) | 0.4 | $1.2M | +125% | 17k | 72.34 |
|
AutoZone (AZO) | 0.4 | $1.1M | +69% | 356.00 | 3151.65 |
|
American Express Company (AXP) | 0.4 | $1.1M | -48% | 4.9k | 227.69 |
|
Ishares Tr Faln Angls Usd (FALN) | 0.4 | $1.1M | +24% | 41k | 26.86 |
|
Ishares Tr Msci India Etf (INDA) | 0.4 | $1.1M | +299742% | 21k | 51.59 |
|
Paypal Holdings (PYPL) | 0.4 | $1.1M | +121% | 16k | 66.99 |
|
Ball Corporation (BALL) | 0.4 | $1.1M | +118% | 16k | 67.36 |
|
Global X Fds Global X Uranium (URA) | 0.4 | $1.1M | +30804% | 37k | 28.83 |
|
International Business Machines (IBM) | 0.4 | $1.0M | -4% | 5.4k | 190.96 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.0M | +43% | 2.0k | 523.07 |
|
Mastercard Incorporated Cl A (MA) | 0.4 | $1.0M | +38% | 2.1k | 481.57 |
|
Amgen (AMGN) | 0.4 | $1.0M | +106% | 3.5k | 284.32 |
|
Kenvue (KVUE) | 0.4 | $993k | -53% | 46k | 21.46 |
|
Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 0.4 | $984k | +8% | 10k | 97.20 |
|
TJX Companies (TJX) | 0.4 | $972k | +83% | 9.6k | 101.42 |
|
Fastenal Company (FAST) | 0.3 | $954k | +17% | 12k | 77.14 |
|
Eli Lilly & Co. (LLY) | 0.3 | $949k | +102% | 1.2k | 777.96 |
|
Chubb (CB) | 0.3 | $930k | -46% | 3.6k | 259.13 |
|
McKesson Corporation (MCK) | 0.3 | $918k | -53% | 1.7k | 536.85 |
|
Cyberark Software SHS (CYBR) | 0.3 | $892k | +4629% | 3.4k | 265.63 |
|
Nextera Energy (NEE) | 0.3 | $886k | +71% | 14k | 63.91 |
|
Epam Systems (EPAM) | 0.3 | $882k | +111% | 3.2k | 276.16 |
|
Warner Music Group Corp Com Cl A (WMG) | 0.3 | $871k | NEW | 26k | 33.02 |
|
Arch Cap Group Ord (ACGL) | 0.3 | $869k | +53% | 9.4k | 92.44 |
|
Liberty Broadband Corp Com Ser C (LBRDK) | 0.3 | $868k | NEW | 15k | 57.23 |
|
Visa Com Cl A (V) | 0.3 | $849k | +48% | 3.0k | 279.10 |
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $810k | +21% | 10k | 77.73 |
|
O'reilly Automotive (ORLY) | 0.3 | $807k | +80% | 715.00 | 1128.88 |
|
Walt Disney Company (DIS) | 0.3 | $742k | +21% | 6.1k | 122.36 |
|
Invesco Currencyshares Japan Japanese Yen (FXY) | 0.3 | $741k | NEW | 12k | 61.23 |
|
Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $740k | +14% | 9.8k | 75.48 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $726k | +15% | 6.3k | 115.30 |
|
Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.3 | $720k | +14% | 4.6k | 155.84 |
|
Ssga Active Tr Spdr Ssga Fxd (FISR) | 0.3 | $698k | +11% | 27k | 25.63 |
|
Domino's Pizza (DPZ) | 0.2 | $667k | +77% | 1.3k | 496.88 |
|
Netflix (NFLX) | 0.2 | $657k | +21% | 1.1k | 607.33 |
|
Cummins (CMI) | 0.2 | $652k | +69% | 2.2k | 294.65 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $650k | +29% | 1.4k | 480.75 |
|
PNC Financial Services (PNC) | 0.2 | $638k | -45% | 3.9k | 161.60 |
|
Ishares Tr Short Treas Bd (SHV) | 0.2 | $631k | -49% | 5.7k | 110.54 |
|
NVR (NVR) | 0.2 | $624k | +83% | 77.00 | 8099.96 |
|
Meta Platforms Cl A (META) | 0.2 | $606k | +22% | 1.2k | 485.58 |
|
Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $587k | -45% | 8.1k | 72.36 |
|
Southern Copper Corporation (SCCO) | 0.2 | $579k | -9% | 5.4k | 106.52 |
|
Warner Bros Discovery Com Ser A (WBD) | 0.2 | $574k | -45% | 66k | 8.73 |
|
Proshares Tr Pshs Ultra Qqq (QLD) | 0.2 | $573k | +76% | 6.6k | 87.48 |
|
Advanced Micro Devices (AMD) | 0.2 | $564k | -4% | 3.1k | 180.49 |
|
Caterpillar (CAT) | 0.2 | $544k | -3% | 1.5k | 366.43 |
|
Progressive Corporation (PGR) | 0.2 | $519k | +72% | 2.5k | 206.82 |
|
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $514k | -77% | 8.8k | 58.11 |
|
Occidental Petroleum Corporation (OXY) | 0.2 | $514k | -47% | 7.9k | 64.99 |
|
Home Depot (HD) | 0.2 | $511k | -4% | 1.3k | 383.60 |
|
salesforce (CRM) | 0.2 | $506k | +5% | 1.7k | 301.18 |
|
Charter Communications Inc N Cl A (CHTR) | 0.2 | $498k | NEW | 1.7k | 290.63 |
|
ViaSat (VSAT) | 0.2 | $496k | -45% | 27k | 18.09 |
|
Public Storage (PSA) | 0.2 | $491k | -3% | 1.7k | 290.06 |
|
Nrg Energy Com New (NRG) | 0.2 | $485k | -7% | 7.2k | 67.69 |
|
Expeditors International of Washington (EXPD) | 0.2 | $479k | +63% | 3.9k | 121.57 |
|
Humana (HUM) | 0.2 | $467k | NEW | 1.3k | 346.72 |
|
Servicenow (NOW) | 0.2 | $456k | +170% | 598.00 | 762.40 |
|
Illinois Tool Works (ITW) | 0.2 | $445k | -9% | 1.7k | 268.33 |
|
Packaging Corporation of America (PKG) | 0.2 | $429k | -4% | 2.3k | 189.78 |
|
Discover Financial Services (DFS) | 0.2 | $429k | -48% | 3.3k | 131.09 |
|
Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $425k | NEW | 4.5k | 95.20 |
|
Moody's Corporation (MCO) | 0.2 | $422k | +70% | 1.1k | 393.03 |
|
BlackRock (BLK) | 0.1 | $410k | +50% | 492.00 | 833.70 |
|
Abbott Laboratories (ABT) | 0.1 | $407k | +4% | 3.6k | 113.67 |
|
Devon Energy Corporation (DVN) | 0.1 | $394k | -3% | 7.8k | 50.18 |
|
Juniper Networks (JNPR) | 0.1 | $393k | -6% | 11k | 37.06 |
|
Paramount Global Class B Com (PARA) | 0.1 | $390k | NEW | 33k | 11.77 |
|
Annaly Capital Management In Com New (NLY) | 0.1 | $385k | -87% | 20k | 19.69 |
|
Verizon Communications (VZ) | 0.1 | $378k | -3% | 9.0k | 41.96 |
|
Strategic Education (STRA) | 0.1 | $377k | +70% | 3.6k | 104.12 |
|
Thermo Fisher Scientific (TMO) | 0.1 | $369k | +20% | 634.00 | 581.21 |
|
Enbridge (ENB) | 0.1 | $366k | 10k | 36.18 |
|
|
Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $346k | +3% | 1.8k | 195.10 |
|
Corning Incorporated (GLW) | 0.1 | $344k | 10k | 32.96 |
|
|
L3harris Technologies (LHX) | 0.1 | $325k | -2% | 1.5k | 213.10 |
|
Williams Companies (WMB) | 0.1 | $319k | -6% | 8.2k | 38.97 |
|
Procter & Gamble Company (PG) | 0.1 | $312k | -3% | 1.9k | 162.25 |
|
Vanguard Index Fds Value Etf (VTV) | 0.1 | $312k | +12% | 1.9k | 162.86 |
|
Target Corporation (TGT) | 0.1 | $302k | 1.7k | 177.21 |
|
|
Newmont Mining Corporation (NEM) | 0.1 | $295k | +5% | 8.2k | 35.84 |
|
Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 0.1 | $294k | +14% | 5.9k | 49.86 |
|
Booking Holdings (BKNG) | 0.1 | $272k | -2% | 75.00 | 3627.88 |
|
American Tower Reit (AMT) | 0.1 | $255k | +51% | 1.3k | 197.59 |
|
Broadcom (AVGO) | 0.1 | $255k | -70% | 192.00 | 1325.41 |
|
UnitedHealth (UNH) | 0.1 | $254k | -9% | 514.00 | 494.86 |
|
S&p Global (SPGI) | 0.1 | $254k | -2% | 597.00 | 425.45 |
|
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $232k | +20% | 6.4k | 36.19 |
|
McDonald's Corporation (MCD) | 0.1 | $226k | -11% | 802.00 | 281.95 |
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $223k | -3% | 6.9k | 32.23 |
|
Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $222k | -31% | 4.4k | 50.29 |
|
Trane Technologies SHS (TT) | 0.1 | $219k | +48% | 728.00 | 300.20 |
|
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $218k | -49% | 4.2k | 51.60 |
|
Oracle Corporation (ORCL) | 0.1 | $218k | +4722% | 1.7k | 125.61 |
|
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $218k | +19% | 3.7k | 58.07 |
|
Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $215k | +18% | 2.9k | 75.40 |
|
Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $214k | -14% | 16k | 13.87 |
|
Principal Financial (PFG) | 0.1 | $213k | 2.5k | 86.31 |
|
|
Expedia Group Com New (EXPE) | 0.1 | $207k | +10642% | 1.5k | 137.75 |
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $198k | +65% | 3.2k | 61.53 |
|
Stryker Corporation (SYK) | 0.1 | $196k | +46% | 548.00 | 357.87 |
|
Arthur J. Gallagher & Co. (AJG) | 0.1 | $196k | +49% | 784.00 | 250.04 |
|
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $195k | NEW | 1.7k | 115.81 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $194k | +12% | 3.9k | 50.17 |
|
Cdw (CDW) | 0.1 | $193k | +58% | 755.00 | 255.78 |
|
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $187k | -2% | 4.3k | 43.04 |
|
Exxon Mobil Corporation (XOM) | 0.1 | $187k | +9% | 1.6k | 116.24 |
|
Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $186k | +2002% | 10k | 18.38 |
|
Wolfspeed (WOLF) | 0.1 | $182k | NEW | 6.2k | 29.50 |
|
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $174k | -18% | 4.9k | 35.84 |
|
Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $168k | -8% | 14k | 12.24 |
|
Johnson & Johnson (JNJ) | 0.1 | $162k | -38% | 1.0k | 158.19 |
|
Nuveen Insd Dividend Advantage (NVG) | 0.1 | $160k | -9% | 13k | 12.15 |
|
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.1 | $158k | -9% | 8.5k | 18.64 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $156k | 1.9k | 84.09 |
|
|
Ishares Gold Tr Ishares New (IAU) | 0.1 | $156k | -25% | 3.7k | 42.01 |
|
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) | 0.1 | $155k | 4.3k | 35.74 |
|
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $153k | +11% | 611.00 | 249.86 |
|
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $151k | -10% | 14k | 11.07 |
|
BlackRock Municipal Income Trust II (BLE) | 0.1 | $150k | -10% | 14k | 10.86 |
|
Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $145k | -25% | 1.4k | 101.57 |
|
Microchip Technology (MCHP) | 0.1 | $140k | +68% | 1.6k | 89.71 |
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $136k | +2% | 2.3k | 57.86 |
|
Lowe's Companies (LOW) | 0.0 | $133k | +90% | 521.00 | 254.73 |
|
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $131k | -47% | 3.1k | 42.02 |
|
Ishares Tr Select Divid Etf (DVY) | 0.0 | $129k | 1.1k | 123.18 |
|
|
Entegris (ENTG) | 0.0 | $122k | +58% | 868.00 | 140.54 |
|
Fox Corp Cl A Com (FOXA) | 0.0 | $122k | 3.9k | 31.27 |
|
|
Morgan Stanley Com New (MS) | 0.0 | $120k | +65% | 1.3k | 94.16 |
|
Bny Mellon Etf Trust High Yield Beta (BKHY) | 0.0 | $119k | -7% | 2.5k | 47.66 |
|
Quanta Services (PWR) | 0.0 | $118k | +111% | 455.00 | 259.80 |
|
Spdr Ser Tr Bloomberg Emergi (EBND) | 0.0 | $118k | +9% | 5.7k | 20.50 |
|
Kinder Morgan (KMI) | 0.0 | $116k | NEW | 6.3k | 18.34 |
|
Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $115k | 10k | 11.46 |
|
|
Broadridge Financial Solutions (BR) | 0.0 | $114k | +63% | 556.00 | 204.86 |
|
Gabelli Utility Trust (GUT) | 0.0 | $106k | +9% | 19k | 5.55 |
|
Vulcan Materials Company (VMC) | 0.0 | $105k | +46% | 386.00 | 272.92 |
|
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $104k | +282% | 2.0k | 51.28 |
|
Exponent (EXPO) | 0.0 | $104k | +4% | 1.3k | 82.69 |
|
Comcast Corp Cl A (CMCSA) | 0.0 | $104k | +109% | 2.4k | 43.35 |
|
Zoetis Cl A (ZTS) | 0.0 | $99k | +37% | 587.00 | 169.21 |
|
Republic Services (RSG) | 0.0 | $98k | +56% | 512.00 | 191.44 |
|
Airbnb Com Cl A (ABNB) | 0.0 | $98k | +12% | 592.00 | 164.96 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $97k | +37200% | 373.00 | 259.68 |
|
Coca-Cola Company (KO) | 0.0 | $96k | -4% | 1.6k | 61.18 |
|
Medtronic SHS (MDT) | 0.0 | $95k | 1.1k | 87.15 |
|
|
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $92k | 1.7k | 54.24 |
|
|
Paychex (PAYX) | 0.0 | $91k | +64% | 739.00 | 122.80 |
|
Pepsi (PEP) | 0.0 | $90k | +32% | 516.00 | 175.06 |
|
Union Pacific Corporation (UNP) | 0.0 | $90k | -11% | 366.00 | 246.26 |
|
IDEX Corporation (IEX) | 0.0 | $90k | +59% | 367.00 | 244.02 |
|
Vanguard World Inf Tech Etf (VGT) | 0.0 | $89k | +4% | 170.00 | 522.92 |
|
Danaher Corporation (DHR) | 0.0 | $88k | -52% | 354.00 | 249.72 |
|
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) | 0.0 | $88k | -6% | 3.6k | 24.50 |
|
Terex Corporation (TEX) | 0.0 | $87k | 1.4k | 64.40 |
|
|
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $84k | 1.7k | 50.45 |
|
|
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $84k | 2.2k | 38.86 |
|
|
Bank of America Corporation (BAC) | 0.0 | $83k | -18% | 2.2k | 37.92 |
|
Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $83k | NEW | 1.3k | 61.56 |
|
At&t (T) | 0.0 | $83k | 4.7k | 17.60 |
|
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $80k | +12% | 231.00 | 346.61 |
|
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $80k | 1.5k | 53.34 |
|
|
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.0 | $79k | +8% | 1.9k | 42.11 |
|
Cintas Corporation (CTAS) | 0.0 | $79k | +57% | 115.00 | 687.03 |
|
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.0 | $77k | -95% | 3.2k | 23.72 |
|
Pool Corporation (POOL) | 0.0 | $76k | +58% | 189.00 | 403.50 |
|
Avery Dennison Corporation (AVY) | 0.0 | $74k | +61% | 333.00 | 223.25 |
|
Spdr Ser Tr Bloomberg Emg Mk (EMHC) | 0.0 | $74k | NEW | 3.1k | 24.17 |
|
Novo-nordisk A S Adr (NVO) | 0.0 | $74k | -7% | 577.00 | 128.40 |
|
Heico Corp Cl A (HEI.A) | 0.0 | $73k | +60% | 477.00 | 153.94 |
|
TransDigm Group Incorporated (TDG) | 0.0 | $73k | +59% | 59.00 | 1231.59 |
|
Jack Henry & Associates (JKHY) | 0.0 | $72k | +56% | 417.00 | 173.73 |
|
Tesla Motors (TSLA) | 0.0 | $70k | -61% | 399.00 | 175.79 |
|
Treace Med Concepts (TMCI) | 0.0 | $70k | 5.3k | 13.05 |
|
|
Autodesk (ADSK) | 0.0 | $69k | +12% | 266.00 | 260.42 |
|
Adobe Systems Incorporated (ADBE) | 0.0 | $69k | -28% | 137.00 | 504.60 |
|
Intercontinental Exchange (ICE) | 0.0 | $69k | -45% | 499.00 | 137.43 |
|
Masco Corporation (MAS) | 0.0 | $67k | -25% | 845.00 | 78.88 |
|
Nuveen Dynamic Mun Opportuni Com Shs (NDMO) | 0.0 | $63k | 5.8k | 10.89 |
|
|
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $60k | 1.5k | 41.59 |
|
|
First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $59k | 516.00 | 114.61 |
|
|
Bunge Global Sa Com Shs (BG) | 0.0 | $59k | -51% | 576.00 | 102.56 |
|
Simon Property (SPG) | 0.0 | $58k | 372.00 | 156.49 |
|
|
Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $57k | +21% | 1.8k | 32.48 |
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $57k | -24% | 684.00 | 83.58 |
|
Past Filings by VisionPoint Advisory Group
SEC 13F filings are viewable for VisionPoint Advisory Group going back to 2018
- 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
- 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