Vision Point Advisory Group, LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $267 Million distributed in 816 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $27.1M, Ishares Barclays 1 3 Year Trea with a value of $13.7M, Spdr Portfolio Aggregate Bond with a value of $7.81M, Philip Morris International Inc. with a value of $6.58M, and Spdr Series Tr Spdr S&P Divide with a value of $5.71M.
Examining the 13F form we can see an increase of $4.47M in the current position value, from $262M to 267M.
Also it can be appreciated an additional of 89 stocks purchases and 1 closed positions.
Vision Point Advisory Group, LLC is based out at Dallas, TX
Below you can find more details about Vision Point Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$267 Million
ETFs: $134 Million
Technology: $27.9 Million
Financial Services: $23 Million
Industrials: $16.4 Million
Healthcare: $13.4 Million
Consumer Cyclical: $12.8 Million
Consumer Defensive: $11.1 Million
Communication Services: $9.37 Million
Other: $18.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions