Vision Point Advisory Group, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $264 Million distributed in 295 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 $21.6M, Ishares Barclays 1 3 Year Trea with a value of $11.9M, Philip Morris International Inc. with a value of $8.07M, Spdr Portfolio Aggregate Bond with a value of $7.98M, and Ishares Iboxx $ Investment Gra with a value of $6.48M.
Examining the 13F form we can see an decrease of $10.8M in the current position value, from $275M to 264M.
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
$264 Million
ETFs: $118 Million
Technology: $29.8 Million
Financial Services: $21.1 Million
Industrials: $20.7 Million
Consumer Cyclical: $17.1 Million
Healthcare: $14.9 Million
Consumer Defensive: $12.2 Million
Communication Services: $11.4 Million
Other: $18.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
