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
RSG
Republic Services, Inc.

Industrials
-32
- 4.0%
$198.0 - $218.75 $6.34K - $7K
769 $154K
VGT
Vanguard Information Technolog

ETFs
-19
- 10.98%
$571.78 - $647.97 $10.9K - $12.3K
154 $95K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-52
- 8.54%
$178.39 - $215.0 $9.28K - $11.2K
557 $107K
VMC
Vulcan Materials CO

Basic Materials
-33
- 6.13%
$237.95 - $292.31 $7.85K - $9.65K
505 $129K
EMHC
Spdr Bloomberg Emerging Market
-26
- 0.95%
$23.7 - $25.01 $616 - $650
2.72K $64K
AJG
Arthur J. Gallagher & Co.

Financial Services
-21
- 1.68%
$278.49 - $315.16 $5.85K - $6.62K
1.23K $349K
JKHY
Henry Jack & Associates Inc

Technology
-11
- 1.74%
$171.12 - $186.18 $1.88K - $2.05K
622 $109K
Annaly Capital Management In
-105
- 0.63%
N/A
16.6K $0
Siriusxm Holdings Inc
-6.43K
- 14.34%
N/A
38.4K $0
USFR
Wisdomtree Floating Rate Treas

ETFs
-8
- 0.17%
$50.23 - $50.46 $402 - $404
4.76K $239K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-4.17K
- 7.66%
N/A
50.3K $0
Liberty Global LTD
-14.8K
- 17.76%
N/A
68.5K $0
CRH.L
Crh PLC

Basic Materials
-580
- 7.68%
N/A
6.97K $0
Brookfield Corp
-5.82K
- 20.65%
N/A
22.4K $0
STRA
Strategic Education, Inc.

Consumer Defensive
-54
- 0.79%
$85.85 - $101.62 $4.64K - $5.49K
6.78K $633K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-137
- 2.37%
$51.31 - $55.61 $7.03K - $7.62K
5.64K $301K
VTI
Vanguard Total Stock Market Et

ETFs
-1
- 0.27%
$280.04 - $302.45 $280 - $302
372 $107K
PAYX
Paychex Inc

Industrials
-37
- 3.04%
$135.86 - $148.73 $5.03K - $5.5K
1.18K $165K
ENB
Enbridge Inc

Energy
-183
- 1.98%
$40.4 - $43.92 $7.39K - $8.04K
9.05K $384K
PKG
Packaging Corp Of America

Consumer Cyclical
-37
- 1.78%
$211.98 - $248.85 $7.84K - $9.21K
2.05K $460K
AZO
Autozone Inc

Consumer Cyclical
-6
- 0.94%
$2981.19 - $3370.27 $17.9K - $20.2K
634 $2.03M
GLW
Corning Inc

Technology
-28
- 0.36%
$44.11 - $49.76 $1.24K - $1.39K
7.7K $365K
IWY
Ishares Tr Russell 200 Growth

ETFs
-26
- 1.54%
$216.72 - $244.71 $5.63K - $6.36K
1.66K $389K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-16
- 1.27%
$1146.59 - $1270.6 $18.3K - $20.3K
1.25K $1.48M
JPM
Jpmorgan Chase & CO

Financial Services
-756
- 10.54%
$205.18 - $250.29 $155K - $189K
6.42K $1.54M
KMI
Kinder Morgan, Inc.

Energy
-455
- 5.58%
$22.59 - $28.54 $10.3K - $13K
7.69K $210K
C
Citigroup Inc

Financial Services
-131
- 2.5%
$61.31 - $72.5 $8.03K - $9.5K
5.1K $358K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-8.48K
- 14.83%
$7.33 - $12.37 $62.2K - $105K
48.7K $516K
CCJ
Cameco Corp

Energy
-735
- 3.03%
$48.64 - $61.14 $35.8K - $44.9K
23.5K $1.21M
AVGO
Broadcom Inc.

Technology
-394
- 14.27%
$159.67 - $250.0 $62.9K - $98.5K
2.37K $548K
MA
Mastercard Inc

Financial Services
-52
- 1.7%
$491.3 - $536.15 $25.5K - $27.9K
3.01K $1.58M
CMI
Cummins Inc

Industrials
-45
- 1.1%
$324.93 - $383.42 $14.6K - $17.3K
4.03K $1.4M
DIS
Walt Disney CO

Communication Services
-73
- 0.84%
$92.39 - $117.6 $6.74K - $8.58K
8.6K $957K
V
Visa Inc.

Financial Services
-264
- 5.13%
$273.87 - $320.91 $72.3K - $84.7K
4.88K $1.54M
EMR
Emerson Electric CO

Industrials
-353
- 2.53%
$108.13 - $134.33 $38.2K - $47.4K
13.6K $1.69M
WMB
Williams Companies, Inc.

Energy
-2.65K
- 6.53%
$46.37 - $59.74 $123K - $158K
37.9K $2.05M
DDOG
Datadog, Inc.

Technology
-258
- 2.35%
$113.98 - $168.65 $29.4K - $43.5K
10.7K $1.53M
GOOG
Alphabet Inc.

Communication Services
-663
- 3.63%
$163.08 - $198.16 $108K - $131K
17.6K $3.35M
LNG
Cheniere Energy, Inc.

Energy
-351
- 3.09%
$181.07 - $225.92 $63.6K - $79.3K
11K $2.37M
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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