Vision Point Advisory Group, LLC Sells in Q4 2024

Vision Point Advisory Group, LLC

  • $264 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-32.2K
- 18.11%
$81.68 - $82.93 $2.63M - $2.67M
146K $11.9M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-42.6K
- 12.36%
$69.3 - $74.3 $2.95M - $3.16M
302K $21.6M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-23.9K
- 97.51%
$89.81 - $104.0 $2.15M - $2.49M
611 $55K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-46.1K
- 12.61%
$24.94 - $26.14 $1.15M - $1.21M
320K $7.98M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-30.2K
- 93.24%
$50.37 - $50.6 $1.52M - $1.53M
2.19K $110K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-8.07K
- 11.74%
$106.56 - $113.11 $860K - $913K
60.7K $6.48M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-5.77K
- 12.72%
$131.66 - $144.0 $760K - $831K
39.6K $5.23M
QLD
Proshares Ultra Qqq

ETFs
-11.7K
- 58.75%
$97.85 - $120.25 $1.15M - $1.41M
8.24K $892K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-21.4K
- 9.59%
$21.0 - $23.52 $449K - $503K
201K $4.3M
TMUS
T Mobile Us, Inc.

Communication Services
-4.01K
- 56.85%
$206.1 - $246.94 $827K - $990K
3.05K $672K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-6.23K
- 13.71%
$55.45 - $61.08 $345K - $380K
39.2K $2.17M
LMT
Lockheed Martin Corp

Industrials
-230
- 4.64%
$479.66 - $614.62 $110K - $141K
4.73K $2.3M
ACGL
Arch Capital Group Ltd.

Financial Services
-3.12K
- 21.22%
$88.71 - $114.86 $277K - $358K
11.6K $1.07M
MU
Micron Technology Inc

Technology
-2.46K
- 15.06%
$84.16 - $113.41 $207K - $279K
13.9K $1.17M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.14K
- 1.51%
$33.77 - $44.09 $38.5K - $50.3K
74.6K $2.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-885
- 7.91%
$442.29 - $483.08 $391K - $428K
10.3K $4.67M
NEE
Nextera Energy Inc

Utilities
-4.41K
- 38.76%
$69.77 - $85.43 $308K - $377K
6.97K $499K
TQQQ
Proshares Ultrapro Qqq

ETFs
-7.31K
- 37.68%
$69.42 - $93.29 $507K - $682K
12.1K $956K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-2.02K
- 13.02%
$185.87 - $204.12 $375K - $411K
13.5K $2.53M
AGNC
Agnc Investment Corp.

Real Estate
-1.5K
- 0.49%
$9.21 - $10.59 $13.8K - $15.9K
308K $2.84M
LLY
Eli Lilly & CO

Healthcare
-284
- 21.16%
$727.2 - $932.06 $207K - $265K
1.06K $816K
GLD
Spdr Gold Trust

ETFs
-1.43K
- 6.94%
$236.59 - $257.5 $339K - $369K
19.2K $4.66M
NVDA
Nvidia Corp

Technology
-4.66K
- 18.61%
$117.0 - $148.88 $546K - $694K
20.4K $2.74M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-6.28K
- 7.57%
$35.95 - $36.76 $226K - $231K
76.7K $2.77M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.52K
- 21.4%
$82.28 - $117.52 $125K - $179K
5.58K $473K
MRK
Merck & Co., Inc.

Healthcare
-2.07K
- 42.07%
$96.31 - $114.76 $199K - $237K
2.84K $282K
INDA
Ishares Msci India Index Fund

ETFs
-1.09K
- 2.98%
$52.64 - $58.16 $57.3K - $63.3K
35.4K $1.87M
PM
Philip Morris International Inc.

Consumer Defensive
-1.51K
- 2.2%
$118.38 - $133.06 $178K - $200K
67K $8.07M
AMD
Advanced Micro Devices Inc

Technology
-929
- 30.33%
$118.88 - $172.8 $110K - $161K
2.13K $257K
SJNK
Spdr Bloomberg Short Term High

ETFs
-8.41K
- 13.24%
$25.09 - $25.69 $211K - $216K
55.1K $1.39M
CMCSA
Comcast Corp

Communication Services
-3.61K
- 14.58%
$37.39 - $45.14 $135K - $163K
21.1K $792K
NVR
Nvr Inc

Consumer Cyclical
-1
- 0.7%
$8101.21 - $9940.51 $8.1K - $9.94K
141 $1.15M
HD
Home Depot, Inc.

Consumer Cyclical
-487
- 16.24%
$385.02 - $431.37 $188K - $210K
2.51K $976K
MSFT
Microsoft Corp

Technology
-373
- 4.5%
$406.35 - $454.46 $152K - $170K
7.92K $3.34M
IBM
International Business Machines Corp

Technology
-1.01K
- 20.42%
$204.9 - $238.04 $207K - $240K
3.93K $864K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-4.47K
- 12.23%
$42.33 - $43.3 $189K - $194K
32.1K $1.37M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-4.29K
- 6.69%
$36.54 - $37.53 $157K - $161K
59.8K $2.2M
HYG
Ishares Tr

ETFs
-2.52K
- 57.11%
$78.09 - $80.04 $197K - $202K
1.89K $148K
ORCL
Oracle Corp

Technology
-690
- 5.56%
$165.41 - $192.43 $114K - $133K
11.7K $1.95M
TSLA
Tesla, Inc.

Consumer Cyclical
-739
- 74.2%
$213.65 - $479.86 $158K - $355K
257 $103K
META
Meta Platforms, Inc.

Communication Services
-285
- 34.13%
$554.08 - $632.68 $158K - $180K
550 $324K
SCCO
Southern Copper Corp

Basic Materials
-331
- 6.66%
$91.13 - $117.95 $30.2K - $39K
4.64K $422K
EXPD
Expeditors International Of Washington Inc

Industrials
-37
- 0.53%
$110.5 - $128.26 $4.09K - $4.75K
7K $775K
UPS
United Parcel Service Inc

Industrials
-676
- 14.33%
$122.65 - $138.35 $82.9K - $93.5K
4.04K $509K
NEM
Newmont Corp

Basic Materials
-199
- 2.6%
$37.0 - $58.68 $7.36K - $11.7K
7.47K $277K
FIS
Fidelity National Information Services, Inc.

Technology
-340
- 1.03%
$80.14 - $90.95 $27.2K - $30.9K
32.6K $2.63M
LBRDK
Liberty Broadband Corp

Communication Services
-1.13K
- 7.4%
$74.72 - $101.4 $84.3K - $114K
14.1K $1.06M
MCHP
Microchip Technology Inc

Technology
-969
- 41.16%
$55.51 - $79.05 $53.8K - $76.6K
1.39K $79K
JNJ
Johnson & Johnson

Healthcare
-575
- 54.81%
$143.34 - $165.86 $82.4K - $95.4K
474 $68K
Activity Summary
Buys All Purchases 145 New Holdings 76 Increased Positions 69 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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