Vision Point Advisory Group, LLC Reduced Holdings in Q3 2024

Vision Point Advisory Group, LLC

  • $275 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
-23
- 1.35%
$194.66 - $225.97 $4.48K - $5.2K
1.68K $370K
CB
Chubb LTD

Financial Services
-362
- 10.65%
$252.51 - $292.2 $91.4K - $106K
3.04K $875K
PFF
Ishares Trust Ishares Pfd And

ETFs
-108
- 1.53%
$31.18 - $33.5 $3.37K - $3.62K
6.93K $230K
IAU
Ishares Gold Trust

ETFs
-244
- 6.7%
$44.06 - $50.5 $10.8K - $12.3K
3.4K $168K
PSLV
Sprott Physical Silver Trust

Financial Services
-48
- 0.27%
$9.17 - $10.84 $440 - $520
17.8K $186K
ETN
Eaton Corp PLC

Industrials
-179
- 4.55%
$272.52 - $333.02 $48.8K - $59.6K
3.75K $1.24M
KMI
Kinder Morgan, Inc.

Energy
-263
- 3.13%
$19.72 - $22.22 $5.19K - $5.84K
8.15K $179K
JNPR
Juniper Networks Inc

Technology
-345
- 3.39%
$36.35 - $39.03 $12.5K - $13.5K
9.84K $383K
IBN
Icici Bank LTD

Financial Services
-1.79K
- 2.75%
$27.58 - $31.38 $49.3K - $56K
63.1K $1.88M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1
- 0.02%
$41.02 - $46.01 $41 - $46
4.07K $184K
SCCO
Southern Copper Corp

Basic Materials
-218
- 4.2%
$94.1 - $120.43 $20.5K - $26.3K
4.97K $574K
LHX
L3 Harris Technologies, Inc.

Industrials
-14
- 0.94%
$221.96 - $243.27 $3.11K - $3.41K
1.47K $349K
DDM
Proshares Ultra Dow30

ETFs
-1K
- 10.18%
$80.56 - $95.7 $80.6K - $95.7K
8.83K $843K
PSA
Public Storage

Real Estate
-32
- 5.41%
$283.13 - $365.01 $9.06K - $11.7K
560 $203K
NRG
Nrg Energy, Inc.

Utilities
-588
- 8.8%
$68.89 - $91.22 $40.5K - $53.6K
6.09K $554K
ITW
Illinois Tool Works Inc

Industrials
-24
- 1.46%
$233.14 - $263.97 $5.6K - $6.34K
1.62K $425K
SPGI
S&P Global Inc.

Financial Services
-3
- 0.54%
$446.32 - $527.38 $1.34K - $1.58K
553 $285K
ENB
Enbridge Inc

Energy
-179
- 1.9%
$35.27 - $41.18 $6.31K - $7.37K
9.24K $374K
UNH
Unitedhealth Group Inc

Healthcare
-10
- 1.69%
$488.01 - $604.18 $4.88K - $6.04K
583 $340K
GOLD
Barrick Gold Corp

Basic Materials
-116
- 0.87%
$16.56 - $21.01 $1.92K - $2.44K
13.2K $261K
PKG
Packaging Corp Of America

Consumer Cyclical
-136
- 6.13%
$176.32 - $215.7 $24K - $29.3K
2.08K $448K
AMT
American Tower Corp

Real Estate
-1
- 0.08%
$192.27 - $242.73 $192 - $243
1.18K $274K
XLU
Utilities Sector Spdr

ETFs
-19
- 0.5%
$67.67 - $80.78 $1.29K - $1.53K
3.79K $306K
TSLA
Tesla, Inc.

Consumer Cyclical
-42
- 4.05%
$191.76 - $263.26 $8.05K - $11.1K
996 $260K
BLK
Black Rock Inc.

Financial Services
-84
- 9.85%
$782.27 - $949.51 $65.7K - $79.8K
769 $730K
TMUS
T Mobile Us, Inc.

Communication Services
-878
- 11.07%
$175.14 - $206.36 $154K - $181K
7.06K $1.46M
CAT
Caterpillar Inc

Industrials
-50
- 3.47%
$316.8 - $391.12 $15.8K - $19.6K
1.39K $544K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-10.9K
- 12.61%
$33.89 - $41.64 $370K - $455K
75.7K $3.02M
NEM
Newmont Corp

Basic Materials
-261
- 3.29%
$41.65 - $55.85 $10.9K - $14.6K
7.67K $409K
INDA
Ishares Msci India Index Fund

ETFs
-275
- 0.75%
$54.86 - $59.22 $15.1K - $16.3K
36.5K $2.14M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.13K
- 2.38%
$54.38 - $59.77 $61.7K - $67.8K
46.6K $2.76M
CYBR
Cyber Ark Software Ltd.

Technology
-26
- 0.46%
$241.52 - $291.61 $6.28K - $7.58K
5.62K $1.64M
WMB
Williams Companies, Inc.

Energy
-369
- 0.9%
$41.24 - $46.22 $15.2K - $17.1K
40.6K $1.85M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.09K
- 8.89%
$405.19 - $478.57 $442K - $523K
11.2K $5.15M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-743
- 9.47%
$72.18 - $107.33 $53.6K - $79.7K
7.1K $753K
IBM
International Business Machines Corp

Technology
-173
- 3.38%
$175.1 - $223.38 $30.3K - $38.6K
4.94K $1.09M
LMT
Lockheed Martin Corp

Industrials
-223
- 4.31%
$460.3 - $584.56 $103K - $130K
4.96K $2.9M
GLD
Spdr Gold Trust

ETFs
-363
- 1.73%
$215.56 - $246.98 $78.2K - $89.7K
20.7K $5.02M
DE
Deere & CO

Industrials
-29
- 0.22%
$344.84 - $418.0 $10K - $12.1K
13.2K $5.5M
Activity Summary
Buys All Purchases 136 New Holdings 14 Increased Positions 122 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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