Vision Point Advisory Group, LLC Purchases in Q4 2024

Vision Point Advisory Group, LLC

  • $264 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.64K
New
$481.22 - $538.17 $3.68M - $4.11M
7.64K $3.91M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
27.8K
+ 84.63%
$91.29 - $91.8 $2.54M - $2.55M
60.7K $5.55M
NICE
Nice Ltd.

Technology
12.2K
+ 285.78%
$164.71 - $199.17 $2.01M - $2.43M
16.5K $2.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.43K
New
$198.04 - $221.51 $1.67M - $1.87M
8.43K $1.77M
CRL
Charles River Laboratories International, Inc.

Healthcare
9.59K
New
$178.58 - $220.69 $1.71M - $2.12M
9.59K $1.77M
COP
Conocophillips

Energy
14.4K
+ 135.44%
$95.12 - $114.72 $1.37M - $1.65M
25K $2.48M
DDM
Proshares Ultra Dow30

ETFs
13K
+ 147.23%
$92.63 - $107.31 $1.2M - $1.39M
21.8K $2.08M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
11K
New
$81.34 - $96.75 $898K - $1.07M
11K $897K
VONG
Vanguard Russell 1000 Growth E

ETFs
8.51K
New
$95.27 - $107.82 $811K - $918K
8.51K $879K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
17K
+ 44.05%
$46.48 - $51.32 $792K - $874K
55.7K $2.68M
AMZN
Amazon Com Inc

Consumer Cyclical
2.15K
+ 30.16%
$180.88 - $232.93 $389K - $501K
9.29K $2.04M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
15.6K
+ 218.5%
$43.02 - $47.32 $669K - $736K
22.7K $980K
CYBR
Cyber Ark Software Ltd.

Technology
1.06K
+ 18.82%
$274.1 - $333.15 $290K - $352K
6.67K $2.22M
ELV
Elevance Health, Inc.

Healthcare
1.25K
New
$365.96 - $514.62 $459K - $645K
1.25K $462K
IREN
Iris Energy LTD

Financial Services
45.4K
New
$7.33 - $15.39 $333K - $698K
45.4K $445K
BMY
Bristol Myers Squibb CO

Healthcare
6K
+ 30.51%
$51.92 - $59.94 $312K - $360K
25.7K $1.45M
CLOI
Vaneck ETF Tr

ETFs
8.14K
+ 26.26%
$52.7 - $53.15 $429K - $433K
39.1K $2.07M
AAPL
Apple Inc.

Technology
407
+ 2.55%
$221.69 - $259.02 $90.2K - $105K
16.3K $4.09M
DE
Deere & CO

Industrials
664
+ 5.04%
$389.45 - $466.0 $259K - $309K
13.8K $5.86M
CME
Cme Group Inc.

Financial Services
1.53K
New
$221.17 - $246.02 $339K - $377K
1.53K $356K
TJX
Tjx Companies Inc

Consumer Cyclical
2.64K
+ 25.26%
$112.15 - $127.2 $296K - $335K
13.1K $1.58M
RE
Everest Re Group LTD

Financial Services
838
New
N/A
838 $310K
COST
Costco Wholesale Corp

Consumer Defensive
319
New
$873.59 - $994.69 $279K - $317K
319 $292K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
4.82K
New
$56.7 - $62.15 $273K - $299K
4.82K $280K
PWR
Quanta Services, Inc.

Industrials
861
New
$296.05 - $346.6 $255K - $298K
861 $272K
NFLX
Netflix Inc

Communication Services
85
+ 8.65%
$687.65 - $936.56 $58.5K - $79.6K
1.07K $951K
FENY
Fidelity Covington Tr Msci Ene

ETFs
10.4K
New
$23.14 - $26.91 $239K - $279K
10.4K $246K
SCHW
Schwab Charles Corp

Financial Services
768
+ 3.83%
$63.31 - $82.85 $48.6K - $63.6K
20.8K $1.54M
AOK
Ishares Tr Core Conservative A

ETFs
6.46K
New
$37.3 - $38.64 $241K - $250K
6.46K $241K
L
Loews Corp

Financial Services
2.51K
New
$76.49 - $87.05 $192K - $218K
2.51K $212K
RTO
Rentokil Initial PLC

Industrials
7.21K
+ 10.42%
$22.92 - $26.98 $165K - $194K
76.4K $1.93M
CNHI
Cnh Industrial N.V.

Industrials
20K
New
N/A
20K $207K
PFF
Ishares Trust Ishares Pfd And

ETFs
6.88K
+ 99.31%
$31.23 - $33.51 $215K - $231K
13.8K $434K
TGT
Target Corp

Consumer Defensive
1.51K
New
$121.59 - $160.69 $183K - $242K
1.51K $203K
ADM
Archer Daniels Midland CO

Consumer Defensive
3.99K
New
$49.38 - $59.52 $197K - $237K
3.99K $201K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.67K
New
$96.64 - $101.23 $161K - $169K
1.67K $161K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.37K
New
$58.39 - $67.04 $138K - $159K
2.37K $150K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.61K
+ 51.21%
$51.09 - $55.27 $134K - $144K
7.72K $394K
SHOP
Shopify Inc.

Technology
1.15K
New
$78.14 - $119.49 $89.9K - $137K
1.15K $122K
FTGC
First Trust Global Tactical CO

ETFs
4.98K
+ 227.99%
$23.23 - $24.25 $116K - $121K
7.16K $171K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.34K
New
$88.59 - $94.57 $118K - $126K
1.34K $118K
QCOM
Qualcomm Inc

Technology
768
+ 79.34%
$150.4 - $178.04 $116K - $137K
1.74K $266K
VRSK
Verisk Analytics, Inc.

Industrials
348
New
$262.86 - $294.75 $91.5K - $103K
348 $95K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.47K
New
$63.27 - $70.31 $93.2K - $104K
1.47K $93K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.78K
New
$32.65 - $33.68 $90.7K - $93.6K
2.78K $91K
CRM
Salesforce, Inc.

Technology
264
New
$270.87 - $367.87 $71.5K - $97.1K
264 $88K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
2.2K
New
$37.46 - $43.08 $82.4K - $94.8K
2.2K $83K
PPA
Invesco Exchange Traded Fd Tr

ETFs
711
New
$113.79 - $124.5 $80.9K - $88.5K
711 $81K
MDT
Medtronic PLC

Healthcare
1.03K
New
$79.61 - $92.24 $81.7K - $94.6K
1.03K $81K
Activity Summary
Buys All Purchases 145 New Holdings 76 Increased Positions 69 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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