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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 358
  • Current Value $432 Million
  • Prior Value $265 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 171 stocks
  • Additional Purchases 132 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
Track This Portfolio

Track Vision Point Advisory Group, LLC Portfolio

Follow Vision Point Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vision Point Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vision Point Advisory Group, LLC with notifications on news.