Vision Point Advisory Group, LLC New Holdings 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
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
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
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
CME
Cme Group Inc.

Financial Services
1.53K
New
$221.17 - $246.02 $339K - $377K
1.53K $356K
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
PWR
Quanta Services, Inc.

Industrials
861
New
$296.05 - $346.6 $255K - $298K
861 $272K
FENY
Fidelity Covington Tr Msci Ene

ETFs
10.4K
New
$23.14 - $26.91 $239K - $279K
10.4K $246K
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
CNHI
Cnh Industrial N.V.

Industrials
20K
New
N/A
20K $207K
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
SHOP
Shopify Inc.

Technology
1.15K
New
$78.14 - $119.49 $89.9K - $137K
1.15K $122K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.34K
New
$88.59 - $94.57 $118K - $126K
1.34K $118K
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
MDT
Medtronic PLC

Healthcare
1.03K
New
$79.61 - $92.24 $81.7K - $94.6K
1.03K $81K
PPA
Invesco Exchange Traded Fd Tr

ETFs
711
New
$113.79 - $124.5 $80.9K - $88.5K
711 $81K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.84K
New
$44.04 - $49.49 $80.9K - $90.9K
1.84K $80K
ACN
Accenture PLC

Technology
211
New
$343.9 - $376.86 $72.6K - $79.5K
211 $74K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
852
New
$81.6 - $90.89 $69.5K - $77.4K
852 $73K
SRLN
Ssga Active Trust

ETFs
1.76K
New
$41.48 - $42.08 $73.1K - $74.2K
1.76K $73K
MSCI
Msci Inc.

Financial Services
121
New
$569.09 - $635.99 $68.9K - $77K
121 $72K
ABNB
Airbnb, Inc.

Consumer Cyclical
547
New
$125.36 - $147.37 $68.6K - $80.6K
547 $71K
WSO
Watsco Inc

Industrials
151
New
$466.57 - $568.78 $70.5K - $85.9K
151 $71K
SPMD
Spdr Portfolio

ETFs
1.27K
New
$54.13 - $59.56 $68.9K - $75.8K
1.27K $69K
BAC
Bank Of America Corp

Financial Services
1.57K
New
$39.22 - $47.77 $61.6K - $75K
1.57K $69K
AVY
Avery Dennison Corp

Industrials
373
New
$186.26 - $220.48 $69.5K - $82.2K
373 $69K
DHR
Danaher Corp

Healthcare
302
New
$226.16 - $274.52 $68.3K - $82.9K
302 $69K
MNTX
Manitex International, Inc.

Industrials
11.5K
New
$5.63 - $5.8 $64.7K - $66.6K
11.5K $66K
WDAY
Workday, Inc.

Technology
255
New
$233.85 - $279.91 $59.6K - $71.4K
255 $65K
A
Agilent Technologies, Inc.

Healthcare
488
New
$125.69 - $146.56 $61.3K - $71.5K
488 $65K
PEP
Pepsico Inc

Consumer Defensive
422
New
$151.29 - $176.1 $63.8K - $74.3K
422 $64K
ROP
Roper Technologies Inc

Industrials
124
New
$519.85 - $575.95 $64.5K - $71.4K
124 $64K
ONON
On Holding Ag

Consumer Cyclical
1.18K
New
$46.3 - $59.54 $54.5K - $70.1K
1.18K $64K
GBCI
Glacier Bancorp, Inc.

Financial Services
1.27K
New
$44.09 - $58.89 $55.8K - $74.6K
1.27K $63K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
531
New
$119.34 - $127.78 $63.4K - $67.9K
531 $63K
HLI
Houlihan Lokey, Inc.

Financial Services
363
New
$158.81 - $190.49 $57.6K - $69.1K
363 $63K
UNP
Union Pacific Corp

Industrials
278
New
$223.15 - $249.32 $62K - $69.3K
278 $63K
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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