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
Top Buys
N
NVDANVIDIA CORPORATION+$3.3M
S
SPYSPDR S&P 500 ETF TR+$3.2M
T
TSLATESLA INC+$2.7M
A
AAPLAPPLE INC+$2.4M
T
TMOTHERMO FISHER SCIENTIFIC INC+$2.3M
Top Sells
B
BILSPDR SERIES TRUST-$3.1M
C
CYBRCYBERARK SOFTWARE LTD-$2.2M
A
AVTRAVANTOR INC-$2.1M
W
WMGWARNER MUSIC GROUP CORP-$1.9M
S
SDYSPDR SERIES TRUST-$1.8M
Top Holdings
S
SPTMSPDR SERIES TRUST+3.7%$18.6M
N
NVDANVIDIA CORPORATION+2.3%$11.7M
S
SPYSPDR S&P 500 ETF TR+2.3%$11.6M
S
SHYISHARES TR+2.2%$11.0M
Q
QQQINVESCO QQQ TR+2.1%$10.4M
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%