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Visionpoint Advisory Group, LLC
CIK:0001750924
Investment Adviser
$0 AUM
394 holdings
Information unavailable, IA, United States
VisionPoint Advisory Group, LLC is an investment adviser registered with the SEC. It provides financial services and has had interactions with the SEC in the past regarding compliance issues.
Investment Strategy
Information unavailable
Latest 13F Filing Activity
Visionpoint Advisory Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 390 equity positions with a total 13F market value of $501M. The fund increased holdings in Nvidia Corporation, SPDR S&P 500 Etf TR, Tesla Inc. among other positions. Visionpoint Advisory Group, LLC reduced exposure to SPDR Series Trust, Cyberark Software LTD, Avantor Inc. among others.
Top Holdings
Equity Positions (390)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR SERIES TRUST | 3.71% | $18.6M | 230,342 | $58.45 | $80.65 | +$794.5K |
N NVDA | NVIDIA CORPORATION | 2.33% | $11.7M | 62,665 | $122.36 | $186.58 | +$3.3M |
S SPY | SPDR S&P 500 ETF TR | 2.31% | $11.6M | 17,353 | $606.29 | $666.18 | +$3.2M |
S SHY | ISHARES TR | 2.19% | $11.0M | 132,016 | $81.54 | $82.96 | -$1.1M |
Q QQQ | INVESCO QQQ TR | 2.07% | $10.4M | 17,248 | $511.15 | $600.37 | +$9.7K |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+3.9%
SERVICES-PREPACKAGED SOFTWARE
+3.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.3%
ELECTRONIC COMPUTERS
+1.6%
FIRE, MARINE & CASUALTY INSURANCE
+1.6%
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