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
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-7.19K
- 46.45%
$12.74 - $14.23 $91.7K - $102K
8.29K $107K
VSAT
Viasat Inc

Technology
-3.13K
- 14.83%
$6.83 - $11.56 $21.4K - $36.2K
18K $152K
UNH
Unitedhealth Group Inc

Healthcare
-102
- 17.5%
$485.52 - $625.25 $49.5K - $63.8K
481 $243K
CB
Chubb LTD

Financial Services
-190
- 6.25%
$271.57 - $301.89 $51.6K - $57.4K
2.85K $786K
ABBV
Abb Vie Inc.

Healthcare
-271
- 14.11%
$164.99 - $203.87 $44.7K - $55.2K
1.65K $293K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-6.47K
- 35.03%
$11.1 - $12.03 $71.8K - $77.8K
12K $135K
XLU
Utilities Sector Spdr

ETFs
-821
- 21.65%
$74.89 - $82.93 $61.5K - $68.1K
2.97K $224K
TT
Trane Technologies PLC

Industrials
-157
- 14.01%
$369.35 - $419.14 $58K - $65.8K
964 $356K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
-180
- 15.87%
$198.56 - $251.73 $35.7K - $45.3K
954 $190K
FISV
Fiserv Inc

Technology
-585
- 2.62%
N/A
21.8K $2.72M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.14K
- 13.24%
$38.37 - $42.82 $43.8K - $48.9K
7.48K $286K
CDW
Cdw Corp

Technology
-34
- 2.9%
$171.49 - $225.64 $5.83K - $7.67K
1.14K $198K
VZ
Verizon Communications Inc

Communication Services
-175
- 1.46%
$39.6 - $45.21 $6.93K - $7.91K
11.8K $472K
SHV
Ishares Tr

ETFs
-556
- 10.59%
$109.92 - $110.57 $61.1K - $61.5K
4.69K $516K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-2.6K
- 51.53%
$24.13 - $24.45 $62.8K - $63.6K
2.45K $59K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-287
- 0.62%
$57.38 - $61.11 $16.5K - $17.5K
46.3K $2.7M
IBN
Icici Bank LTD

Financial Services
-1.89K
- 2.99%
$28.69 - $31.9 $54.1K - $60.2K
61.2K $1.83M
AXP
American Express CO

Financial Services
-387
- 16.62%
$267.35 - $305.57 $103K - $118K
1.94K $576K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-819
- 2.99%
$25.26 - $26.59 $20.7K - $21.8K
26.6K $674K
PGR
Progressive Corp

Financial Services
-27
- 0.82%
$239.6 - $268.88 $6.47K - $7.26K
3.27K $783K
CAT
Caterpillar Inc

Industrials
-20
- 1.44%
$360.37 - $416.88 $7.21K - $8.34K
1.37K $497K
SPY
Spdr S&P 500 ETF Trust

ETFs
-113
- 6.98%
$567.81 - $607.81 $64.2K - $68.7K
1.51K $882K
OXY
Occidental Petroleum Corp

Energy
-611
- 9.49%
$45.36 - $55.91 $27.7K - $34.2K
5.83K $287K
LHX
L3 Harris Technologies, Inc.

Industrials
-11
- 0.75%
$208.94 - $264.22 $2.3K - $2.91K
1.46K $306K
PSA
Public Storage

Real Estate
-22
- 3.93%
$289.33 - $360.21 $6.37K - $7.92K
538 $161K
ITW
Illinois Tool Works Inc

Industrials
-103
- 6.34%
$253.56 - $278.5 $26.1K - $28.7K
1.52K $385K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-336
- 8.8%
$74.5 - $78.37 $25K - $26.3K
3.48K $260K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-26
- 1.05%
$408.59 - $476.19 $10.6K - $12.4K
2.46K $1.03M
XOM
Exxon Mobil Corp

Energy
-157
- 9.24%
$105.51 - $125.37 $16.6K - $19.7K
1.54K $165K
VGSH
Vanguard

ETFs
-507
- 9.58%
$58.02 - $58.88 $29.4K - $29.9K
4.78K $278K
NRG
Nrg Energy, Inc.

Utilities
-298
- 4.89%
$85.3 - $101.61 $25.4K - $30.3K
5.79K $522K
T
At&T Inc.

Communication Services
-1.47K
- 31.14%
$21.22 - $23.88 $31.2K - $35.1K
3.25K $74K
ZTS
Zoetis Inc.

Healthcare
-49
- 7.73%
$162.24 - $194.42 $7.95K - $9.53K
585 $95K
FAST
Fastenal CO

Industrials
-515
- 3.11%
$69.99 - $84.35 $36K - $43.4K
16K $1.15M
MCD
Mcdonalds Corp

Consumer Cyclical
-55
- 6.86%
$288.47 - $316.54 $15.9K - $17.4K
747 $216K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-517
- 23.88%
$47.68 - $48.67 $24.7K - $25.2K
1.65K $78K
ENTG
Entegris Inc

Technology
-59
- 3.8%
$97.67 - $112.92 $5.76K - $6.66K
1.49K $147K
ADBE
Adobe Inc.

Technology
-16
- 8.04%
$437.39 - $552.96 $7K - $8.85K
183 $81K
JNPR
Juniper Networks Inc

Technology
-128
- 1.3%
$35.08 - $39.26 $4.49K - $5.03K
9.71K $363K
ROST
Ross Stores, Inc.

Consumer Cyclical
-210
- 1.3%
$138.59 - $156.61 $29.1K - $32.9K
16K $2.42M
SYK
Stryker Corp

Healthcare
-38
- 6.62%
$345.14 - $392.15 $13.1K - $14.9K
536 $192K
SPGI
S&P Global Inc.

Financial Services
-7
- 1.27%
$480.36 - $529.17 $3.36K - $3.7K
546 $271K
CEIX
Consol Energy Inc.

Energy
-176
- 6.05%
$101.36 - $133.33 $17.8K - $23.5K
2.73K $291K
ABT
Abbott Laboratories

Healthcare
-90
- 2.58%
$111.93 - $119.39 $10.1K - $10.7K
3.4K $384K
PG
Procter & Gamble CO

Consumer Defensive
-17
- 0.97%
$161.05 - $179.7 $2.74K - $3.05K
1.73K $290K
MCO
Moodys Corp

Financial Services
-22
- 1.13%
$454.04 - $500.88 $9.99K - $11K
1.93K $911K
ETN
Eaton Corp PLC

Industrials
-42
- 1.12%
$326.96 - $377.52 $13.7K - $15.9K
3.71K $1.23M
POOL
Pool Corp

Industrials
-2
- 0.74%
$339.32 - $390.03 $679 - $780
269 $91K
IEX
Idex Corp

Industrials
-12
- 1.7%
$202.75 - $236.06 $2.43K - $2.83K
692 $144K
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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