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
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.08K
+ 2.49%
$23.04 - $24.06 $71K - $74.2K
127K $3.05M
CLOI
Vaneck ETF Tr

ETFs
3.15K
+ 11.32%
$52.65 - $53.04 $166K - $167K
31K $1.64M
AVGO
Broadcom Inc.

Technology
2.57K
+ 1338.54%
$136.27 - $1745.86 $350K - $4.49M
2.76K $476K
SPY
Spdr S&P 500 ETF Trust

ETFs
209
+ 14.83%
$517.38 - $573.86 $108K - $120K
1.62K $928K
TT
Trane Technologies PLC

Industrials
249
+ 28.56%
$314.21 - $388.71 $78.2K - $96.8K
1.12K $435K
XLE
Energy Sector Spdr

ETFs
1.46K
+ 190.49%
$84.35 - $93.39 $123K - $137K
2.23K $195K
IVV
Ishares Core S&P 500 ETF

ETFs
203
+ 253.75%
$520.18 - $576.82 $106K - $117K
283 $163K
DIS
Walt Disney CO

Communication Services
1.47K
+ 20.45%
$85.6 - $98.61 $126K - $145K
8.67K $833K
XLP
Consumer Staples Sector Spdr

ETFs
1.49K
+ 399.46%
$76.04 - $76.04 $113K - $113K
1.86K $141K
DPZ
Dominos Pizza Inc

Consumer Cyclical
632
+ 34.09%
$402.52 - $505.35 $254K - $319K
2.49K $1.07M
C
Citigroup Inc

Financial Services
1.67K
+ 46.75%
$56.11 - $67.61 $93.5K - $113K
5.23K $327K
VTV
Vanguard Value ETF

ETFs
348
+ 13.62%
$159.75 - $174.57 $55.6K - $60.8K
2.9K $506K
ABEQ
Unified Ser Tr Absolute Core S

ETFs
2.76K
+ 300.22%
$29.89 - $32.76 $82.6K - $90.5K
3.68K $120K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
73
+ 0.16%
$56.04 - $62.99 $4.09K - $4.6K
45.4K $2.78M
AJG
Arthur J. Gallagher & Co.

Financial Services
243
+ 24.08%
$259.22 - $299.75 $63K - $72.8K
1.25K $352K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
6.86K
+ 79.59%
$12.67 - $14.36 $87K - $98.6K
15.5K $208K
TMO
Thermo Fisher Scientific Inc.

Healthcare
51
+ 6.27%
$531.86 - $624.21 $27.1K - $31.8K
865 $535K
LLY
Eli Lilly & CO

Healthcare
117
+ 9.55%
$772.14 - $960.02 $90.3K - $112K
1.34K $1.19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
83
+ 6.88%
$475.2 - $527.7 $39.4K - $43.8K
1.29K $680K
NOW
Service Now, Inc.

Technology
13
+ 2.32%
$730.87 - $937.36 $9.5K - $12.2K
574 $513K
SJNK
Spdr Bloomberg Short Term High

ETFs
917
+ 1.46%
$24.8 - $25.75 $22.7K - $23.6K
63.6K $1.64M
VGSH
Vanguard

ETFs
1.14K
+ 27.5%
$57.74 - $59.13 $65.9K - $67.5K
5.29K $312K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
598
+ 1.66%
$41.95 - $43.42 $25.1K - $26K
36.6K $1.59M
STRA
Strategic Education, Inc.

Consumer Defensive
1.73K
+ 33.84%
$91.35 - $120.83 $158K - $209K
6.84K $632K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
631
+ 19.8%
$74.26 - $78.84 $46.9K - $49.7K
3.82K $299K
CDW
Cdw Corp

Technology
240
+ 25.75%
$206.67 - $239.84 $49.6K - $57.6K
1.17K $265K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
666
+ 8.37%
$36.02 - $41.68 $24K - $27.8K
8.62K $355K
CTAS
Cintas Corp

Industrials
646
+ 406.29%
$201.38 - $819.83 $130K - $530K
805 $165K
PAYX
Paychex Inc

Industrials
285
+ 30.51%
$116.17 - $135.19 $33.1K - $38.5K
1.22K $163K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
2.76K
New
$18.55 - $19.57 $51.1K - $54K
2.76K $53K
TDG
Trans Digm Group Inc

Industrials
27
+ 28.72%
$1202.03 - $1427.41 $32.5K - $38.5K
121 $172K
LOW
Lowes Companies Inc

Consumer Cyclical
53
+ 7.02%
$213.3 - $270.78 $11.3K - $14.4K
808 $218K
BR
Broadridge Financial Solutions, Inc.

Technology
170
+ 26.19%
$196.56 - $218.55 $33.4K - $37.2K
819 $176K
ABT
Abbott Laboratories

Healthcare
106
+ 3.14%
$100.07 - $118.13 $10.6K - $12.5K
3.49K $397K
EDV
Vanguard Extended Duration Tre

ETFs
154
+ 3.02%
$70.73 - $83.52 $10.9K - $12.9K
5.25K $417K
RSG
Republic Services, Inc.

Industrials
186
+ 30.24%
$189.34 - $208.21 $35.2K - $38.7K
801 $160K
NFLX
Netflix Inc

Communication Services
10
+ 1.03%
$598.55 - $722.26 $5.99K - $7.22K
983 $697K
IEX
Idex Corp

Industrials
160
+ 29.41%
$190.56 - $214.98 $30.5K - $34.4K
704 $150K
JEPI
J P Morgan Exchange Traded Fd

ETFs
499
+ 12.53%
$54.98 - $59.51 $27.4K - $29.7K
4.48K $266K
MLM
Martin Marietta Materials Inc

Basic Materials
75
+ 37.31%
$502.48 - $593.35 $37.7K - $44.5K
276 $148K
STE
Steris PLC

Healthcare
137
+ 47.9%
$213.51 - $247.14 $29.3K - $33.9K
423 $102K
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 7.25%
$3305.62 - $4268.05 $16.5K - $21.3K
74 $311K
SCHG
Schwab Strategic Tr Us Large C

ETFs
340
+ 47.82%
$92.63 - $105.69 $31.5K - $35.9K
1.05K $109K
EXPO
Exponent Inc

Industrials
89
+ 6.98%
$93.45 - $115.28 $8.32K - $10.3K
1.36K $157K
VEA
Vanguard Ftse Developed Market

ETFs
371
+ 9.11%
$47.6 - $53.31 $17.7K - $19.8K
4.45K $234K
MCHP
Microchip Technology Inc

Technology
648
+ 37.98%
$72.0 - $95.98 $46.7K - $62.2K
2.35K $188K
ENTG
Entegris Inc

Technology
501
+ 47.71%
$98.09 - $146.48 $49.1K - $73.4K
1.55K $174K
ADBE
Adobe Inc.

Technology
68
+ 51.91%
$508.13 - $586.55 $34.6K - $39.9K
199 $103K
POOL
Pool Corp

Industrials
39
+ 16.81%
$296.17 - $376.8 $11.6K - $14.7K
271 $102K
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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