Vision Point Advisory Group, LLC Purchases in Q3 2024

Vision Point Advisory Group, LLC

  • $275 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
24.4K
+ 55.04%
$106.11 - $113.72 $2.59M - $2.78M
68.8K $7.77M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
64.1K
New
$36.06 - $37.66 $2.31M - $2.41M
64.1K $2.41M
WMG
Warner Music Group Corp.

Communication Services
66.2K
New
$27.51 - $32.17 $1.82M - $2.13M
66.2K $2.07M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
54.5K
+ 17.51%
$24.86 - $26.33 $1.35M - $1.43M
366K $9.56M
PM
Philip Morris International Inc.

Consumer Defensive
3.63K
+ 5.6%
$101.25 - $127.45 $368K - $463K
68.5K $8.32M
RTO
Rentokil Initial PLC

Industrials
69.2K
New
$24.2 - $32.96 $1.67M - $2.28M
69.2K $1.72M
MU
Micron Technology Inc

Technology
16.1K
+ 5534.83%
$86.27 - $136.82 $1.38M - $2.2M
16.3K $1.69M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
15.6K
+ 135.6%
$81.14 - $92.39 $1.27M - $1.44M
27.2K $2.41M
TQQQ
Proshares Ultrapro Qqq

ETFs
16.6K
+ 591.52%
$53.19 - $84.93 $883K - $1.41M
19.4K $1.41M
CCJ
Cameco Corp

Energy
24.3K
New
$36.9 - $53.72 $895K - $1.3M
24.3K $1.16M
BAX
Baxter International Inc

Healthcare
13.2K
+ 11.32%
$32.85 - $40.26 $433K - $531K
130K $4.93M
BMY
Bristol Myers Squibb CO

Healthcare
19.7K
New
$39.66 - $51.75 $780K - $1.02M
19.7K $1.02M
CMCSA
Comcast Corp

Communication Services
24K
+ 3214.75%
$37.33 - $41.78 $895K - $1M
24.7K $1.03M
AVTR
Avantor, Inc.

Basic Materials
12.6K
+ 9.23%
$20.58 - $27.7 $259K - $349K
149K $3.85M
NICE
Nice Ltd.

Technology
4.27K
New
$154.95 - $184.96 $661K - $790K
4.27K $741K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
435
+ 0.97%
$125.95 - $142.04 $54.8K - $61.8K
45.4K $6.44M
ROST
Ross Stores, Inc.

Consumer Cyclical
4.11K
+ 33.96%
$136.06 - $155.24 $559K - $638K
16.2K $2.44M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
17.8K
+ 13.85%
$18.12 - $21.31 $323K - $379K
146K $3.12M
UPS
United Parcel Service Inc

Industrials
4.52K
+ 2283.33%
$123.32 - $147.38 $558K - $666K
4.72K $643K
AZO
Autozone Inc

Consumer Cyclical
160
+ 33.33%
$2815.0 - $3212.87 $450K - $514K
640 $2.02M
NVR
Nvr Inc

Consumer Cyclical
33
+ 30.28%
$7421.51 - $9811.8 $245K - $324K
142 $1.39M
LNG
Cheniere Energy, Inc.

Energy
2.51K
+ 28.3%
$172.24 - $186.09 $432K - $466K
11.4K $2.04M
CMI
Cummins Inc

Industrials
1.04K
+ 34.09%
$266.63 - $326.4 $276K - $338K
4.08K $1.32M
ORCL
Oracle Corp

Technology
593
+ 5.01%
$125.9 - $170.35 $74.7K - $101K
12.4K $2.12M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
306
+ 32.01%
$1015.62 - $1159.62 $311K - $355K
1.26K $1.45M
NEE
Nextera Energy Inc

Utilities
3.85K
+ 51.02%
$69.9 - $84.97 $269K - $327K
11.4K $962K
ACGL
Arch Capital Group Ltd.

Financial Services
2.61K
+ 21.53%
$94.47 - $114.25 $246K - $298K
14.7K $1.65M
MA
Mastercard Inc

Financial Services
575
+ 23.15%
$429.6 - $500.99 $247K - $288K
3.06K $1.51M
FIS
Fidelity National Information Services, Inc.

Technology
1.73K
+ 5.55%
$72.8 - $85.04 $126K - $147K
32.9K $2.76M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
2.08K
+ 0.94%
$21.9 - $24.73 $45.6K - $51.5K
223K $5.28M
LBRDK
Liberty Broadband Corp

Communication Services
688
+ 4.73%
$52.66 - $78.14 $36.2K - $53.8K
15.2K $1.18M
V
Visa Inc.

Financial Services
1.11K
+ 27.55%
$253.74 - $291.56 $282K - $324K
5.14K $1.41M
HD
Home Depot, Inc.

Consumer Cyclical
489
+ 19.49%
$333.64 - $405.2 $163K - $198K
3K $1.21M
TJX
Tjx Companies Inc

Consumer Cyclical
2.35K
+ 28.99%
$107.93 - $120.23 $253K - $282K
10.4K $1.23M
PGR
Progressive Corp

Financial Services
849
+ 34.68%
$209.46 - $259.24 $178K - $220K
3.3K $836K
AMGN
Amgen Inc

Healthcare
881
+ 21.31%
$309.38 - $337.38 $273K - $297K
5.02K $1.62M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.78K
+ 7.82%
$90.87 - $102.43 $162K - $182K
24.6K $2.43M
MCO
Moodys Corp

Financial Services
480
+ 32.72%
$421.49 - $494.67 $202K - $237K
1.95K $923K
CEIX
Consol Energy Inc.

Energy
2.91K
New
$88.45 - $107.31 $257K - $312K
2.91K $304K
AGNC
Agnc Investment Corp.

Real Estate
743
+ 0.24%
$9.48 - $10.66 $7.04K - $7.92K
310K $3.24M
FAST
Fastenal CO

Industrials
2.23K
+ 15.57%
$62.09 - $71.83 $138K - $160K
16.5K $1.18M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
1.13K
New
$188.28 - $328.47 $214K - $372K
1.13K $268K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.56K
+ 357.46%
$39.95 - $45.86 $222K - $255K
7.12K $324K
EXPD
Expeditors International Of Washington Inc

Industrials
1.66K
+ 30.76%
$116.1 - $131.42 $192K - $218K
7.04K $925K
BALL
Ball Corp

Consumer Cyclical
1.66K
+ 9.61%
$58.86 - $67.91 $97.6K - $113K
18.9K $1.28M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
747
+ 1358.18%
$223.74 - $251.93 $167K - $188K
802 $201K
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.82K
+ 2.24%
$35.26 - $36.92 $64K - $67K
83K $3.06M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.33K
+ 188.2%
$48.51 - $52.86 $162K - $176K
5.1K $269K
VZ
Verizon Communications Inc

Communication Services
3.34K
+ 38.69%
$38.89 - $45.0 $130K - $150K
12K $538K
Activity Summary
Buys All Purchases 136 New Holdings 14 Increased Positions 122 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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