Vision Point Advisory Group, LLC Portfolio Holdings
Vision Point Advisory Group, LLC
- $275 Million
- Q3 2024
Vision Point Advisory Group, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $275 Million distributed in 245 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 $24.1M, Ishares Barclays 1 3 Year Trea with a value of $14.8M, Spdr Portfolio Aggregate Bond with a value of $9.56M, Philip Morris International Inc. with a value of $8.32M, and Ishares Iboxx $ Investment Gra with a value of $7.77M.
Examining the 13F form we can see an increase of $8.15M in the current position value, from $267M to 275M.
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.
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 245
- Current Value $275 Million
- Prior Value $267 Million
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 14 stocks
- Additional Purchases 122 stocks
- Sold out of 0 stocks
- Reduced holdings in 90 stocks