VisionPoint Advisory Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
VA VisionPoint Advisory Group, LLC | Institutional Filer | ▲ 3.38% | $530.7M | 439 |
Current Portfolio Holdings
Showing all 439 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 68K | $11.8M | 2.23% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 17K | $11.2M | 2.12% |
| 3 | BIL | SPDR SERIES TRUST | — | 121K | $11.1M | 2.10% |
| 4 | SPTM | SPDR SERIES TRUST | — | 140K | $11.1M | 2.08% |
| 5 | VOO | VANGUARD INDEX FDS | — | 18K | $10.5M | 1.97% |
| 6 | SDY | SPDR SERIES TRUST | — | 71K | $10.4M | 1.96% |
| 7 | QQQ | Invesco QQQ Trust | — | 17K | $9.9M | 1.86% |
| 8 | MINT | PIMCO ETF TR | — | 95K | $9.6M | 1.81% |
| 9 | SPAB | SPDR SERIES TRUST | — | 337K | $8.6M | 1.63% |
| 10 | HYG | ISHARES TR | — | 105K | $8.4M | 1.57% |
| 11 | SPYM | SPDR SERIES TRUST | — | 104K | $8.0M | 1.51% |
| 12 | MBSF | VALUED ADVISERS TR | — | 307K | $7.8M | 1.47% |
| 13 | DE | Deere & Company | Industrials | 13K | $7.5M | 1.41% |
| 14 | MSFT | Microsoft Corporation | Technology | 20K | $7.4M | 1.39% |
| 15 | AAPL | Apple Inc. | Technology | 26K | $6.6M | 1.24% |
Showing 1 to 15 of 439 holdings