Vision Point Advisory Group, LLC Portfolio Holdings

Vision Point Advisory Group, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $265 Million distributed in 205 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 $20.2M, Ishares Barclays 1 3 Year Trea with a value of $11.7M, Spdr Portfolio Aggregate Bond with a value of $8.43M, Ishares Iboxx $ Investment Gra with a value of $6.55M, and Deere & CO with a value of $6.44M.

Examining the 13F form we can see an increase of $1.02M in the current position value, from $264M to 265M.

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.