Vision Point Advisory Group, LLC Incresed Positions in Q4 2024

Vision Point Advisory Group, LLC

  • $264 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
17K
+ 44.05%
$46.48 - $51.32 $792K - $874K
55.7K $2.68M
BALL
Ball Corp

Consumer Cyclical
18.8K
+ 99.47%
$54.84 - $67.94 $1.03M - $1.28M
37.7K $2.07M
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
BMY
Bristol Myers Squibb CO

Healthcare
6K
+ 30.51%
$51.92 - $59.94 $312K - $360K
25.7K $1.45M
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
TJX
Tjx Companies Inc

Consumer Cyclical
2.64K
+ 25.26%
$112.15 - $127.2 $296K - $335K
13.1K $1.58M
NFLX
Netflix Inc

Communication Services
85
+ 8.65%
$687.65 - $936.56 $58.5K - $79.6K
1.07K $951K
SCHW
Schwab Charles Corp

Financial Services
768
+ 3.83%
$63.31 - $82.85 $48.6K - $63.6K
20.8K $1.54M
RTO
Rentokil Initial PLC

Industrials
7.21K
+ 10.42%
$22.92 - $26.98 $165K - $194K
76.4K $1.93M
PFF
Ishares Trust Ishares Pfd And

ETFs
6.88K
+ 99.31%
$31.23 - $33.51 $215K - $231K
13.8K $434K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.61K
+ 51.21%
$51.09 - $55.27 $134K - $144K
7.72K $394K
FTGC
First Trust Global Tactical CO

ETFs
4.98K
+ 227.99%
$23.23 - $24.25 $116K - $121K
7.16K $171K
QCOM
Qualcomm Inc

Technology
768
+ 79.34%
$150.4 - $178.04 $116K - $137K
1.74K $266K
XLP
Consumer Staples Sector Spdr

ETFs
974
+ 52.42%
N/A
2.83K $215K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 4.05%
$4100.99 - $5300.34 $12.3K - $15.9K
77 $382K
ABEQ
Unified Ser Tr Absolute Core S

ETFs
1.94K
+ 52.58%
$31.43 - $33.28 $60.8K - $64.4K
5.62K $176K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
655
+ 7.46%
$22.72 - $28.29 $14.9K - $18.5K
9.43K $248K
GEVO
Gevo, Inc.

Basic Materials
18.7K
+ 200.94%
$1.38 - $3.29 $25.9K - $61.6K
28.1K $58K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
47
+ 3.64%
$521.84 - $558.82 $24.5K - $26.3K
1.34K $720K
LOW
Lowes Companies Inc

Consumer Cyclical
231
+ 28.59%
$244.52 - $284.07 $56.5K - $65.6K
1.04K $256K
GUT
Gabelli Utility Trust

Financial Services
8.75K
+ 17.71%
$4.99 - $5.44 $43.7K - $47.6K
58.2K $292K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
2.04K
+ 73.01%
$18.47 - $19.96 $37.6K - $40.7K
4.83K $89K
TDG
Trans Digm Group Inc

Industrials
42
+ 34.71%
$1239.0 - $1442.53 $52K - $60.6K
163 $206K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
776
+ 19.09%
$44.33 - $49.55 $34.4K - $38.5K
4.84K $217K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
617
+ 7.41%
$56.06 - $61.35 $34.6K - $37.9K
8.94K $505K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
230
+ 21.38%
$115.08 - $119.55 $26.5K - $27.5K
1.31K $150K
IEF
Ishares Barclays

ETFs
312
+ 23.74%
$92.08 - $98.18 $28.7K - $30.6K
1.63K $150K
BND
Vanguard Bd Index Fd Inc Total

ETFs
374
+ 21.76%
$71.75 - $75.11 $26.8K - $28.1K
2.09K $150K
BR
Broadridge Financial Solutions, Inc.

Technology
31
+ 3.79%
$209.64 - $236.44 $6.5K - $7.33K
850 $192K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.44K
+ 327.31%
$25.93 - $105.3 $89.2K - $362K
4.49K $125K
WMG
Warner Music Group Corp.

Communication Services
1.01K
+ 1.52%
$30.73 - $33.67 $31K - $34K
67.2K $2.08M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
55
+ 1.2%
$66.77 - $71.52 $3.67K - $3.93K
4.65K $320K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
75
+ 1.88%
$53.94 - $58.15 $4.05K - $4.36K
4.07K $229K
EOG
Eog Resources Inc

Energy
89
+ 3.19%
$118.22 - $136.54 $10.5K - $12.2K
2.88K $352K
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 4.24%
$570.51 - $610.59 $6.85K - $7.33K
295 $173K
JNK
Spdr Bloomberg High Yield Bond

ETFs
131
+ 5.12%
$94.77 - $97.36 $12.4K - $12.8K
2.69K $257K
MLM
Martin Marietta Materials Inc

Basic Materials
18
+ 6.52%
$516.5 - $619.58 $9.3K - $11.2K
294 $151K
STE
Steris PLC

Healthcare
84
+ 19.86%
$204.34 - $235.7 $17.2K - $19.8K
507 $104K
VO
Vanguard Mid Cap ETF

ETFs
6
+ 0.82%
$261.5 - $284.63 $1.57K - $1.71K
742 $195K
Valued Advisers Tr
40K
+ 9.07%
N/A
481K $0
CTAS
Cintas Corp

Industrials
90
+ 11.18%
$182.7 - $226.47 $16.4K - $20.4K
895 $163K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
67
+ 0.88%
$18.41 - $18.97 $1.23K - $1.27K
7.67K $141K
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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