Vision Point Advisory Group, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $432 Million distributed in 358 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 $17.8M, Ishares Barclays 1 3 Year Trea with a value of $12.1M, Invesco Qqq Trust, Series 1 with a value of $10.3M, Vanguard Index Fds S&P 500 ETF with a value of $8.94M, and Spdr Portfolio Aggregate Bond with a value of $8.84M.
Examining the 13F form we can see an increase of $167M in the current position value, from $265M to 432M.
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
$432 Million
ETFs: $225 Million
Technology: $52.3 Million
Financial Services: $32.4 Million
Healthcare: $22.5 Million
Industrials: $21.9 Million
Consumer Defensive: $17.7 Million
Communication Services: $16.8 Million
Energy: $14.4 Million
Other: $27.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
