Visionpoint Advisory Group, LLC Top Holdings and 13F Report (2025) About Visionpoint Advisory Group, LLCInvestment ActivityVisionpoint Advisory Group, LLC has $459.75 million in total holdings as of December 31, 2024.Visionpoint Advisory Group, LLC owns shares of 358 different stocks, but just 128 companies or ETFs make up 80% of its holdings.Approximately 41.64% of the portfolio was purchased this quarter.About 8.53% of the portfolio was sold this quarter.This quarter, Visionpoint Advisory Group, LLC has purchased 205 new stocks and bought additional shares in 132 stocks.Visionpoint Advisory Group, LLC sold shares of 52 stocks and completely divested from 18 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $17,782,631iShares 1-3 Year Treasury Bond ETF $12,081,504Invesco QQQ $10,345,489VALUED ADVISERS TR $10,334,962Vanguard S&P 500 ETF $8,938,471 Largest New Holdings this Quarter 46137V357 - Invesco S&P 500 Equal Weight ETF $4,680,350 Holding464288513 - iShares iBoxx $ High Yield Corporate Bond ETF $4,357,761 Holding12740C103 - Cadence Bank $2,966,721 Holding46266C105 - IQVIA $2,675,721 Holding46138G649 - Invesco NASDAQ 100 ETF $2,504,005 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 84,988 shares (about $6.18M)SPDR S&P 500 ETF Trust 9,102 shares (about $5.62M)Invesco S&P 500 Equal Weight ETF 25,753 shares (about $4.68M)iShares iBoxx $ High Yield Corporate Bond ETF 54,033 shares (about $4.36M)NVIDIA 25,543 shares (about $4.04M) Largest Sales this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 59,757 shares (about $4.48M)Fresenius Medical Care AG & Co. KGaA 63,533 shares (about $1.82M)VALUED ADVISERS TR 70,802 shares (about $1.81M)Charles Schwab 18,454 shares (about $1.68M)Fidelity National Information Services 20,386 shares (about $1.66M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVisionpoint Advisory Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$17,782,631$4,475,202 ▼-20.1%237,4503.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$12,081,504$319,923 ▲2.7%145,8062.6%ManufacturingQQQInvesco QQQ$10,345,489$3,125,602 ▲43.3%18,7542.3%FinanceVALUED ADVISERS TR$10,334,962$1,806,867 ▼-14.9%404,9752.2%REGAN FLTG RATEVOOVanguard S&P 500 ETF$8,938,471$3,500,182 ▲64.4%15,7361.9%ETFSPABSPDR Portfolio Aggregate Bond ETF$8,835,686$390,579 ▲4.6%345,1441.9%ETFSPYSPDR S&P 500 ETF Trust$8,390,305$5,623,605 ▲203.3%13,5801.8%FinanceNVDANVIDIA$8,383,427$4,035,540 ▲92.8%53,0631.8%Computer and TechnologyMSFTMicrosoft$8,215,455$3,752,069 ▲84.1%16,5161.8%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$8,126,819$3,600,953 ▲79.6%88,5951.8%ETFDEDeere & Company$7,278,084$306,114 ▲4.4%14,3131.6%IndustrialsLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$6,569,075$33,541 ▼-0.5%59,9311.4%FinanceSPLGSPDR Portfolio S&P 500 ETF$6,548,933$6,177,778 ▲1,664.5%90,0941.4%ETFPMPhilip Morris International$6,085,145$901,543 ▼-12.9%33,4111.3%Consumer StaplesSDYSPDR S&P Dividend ETF$5,872,630$553,507 ▲10.4%43,2671.3%ETFBRK.BBerkshire Hathaway$5,780,663$120,471 ▲2.1%11,9001.3%FinanceAAPLApple$5,770,598$2,418,538 ▲72.2%28,1261.3%Computer and TechnologyAMZNAmazon.com$5,411,254$2,083,766 ▲62.6%24,6651.2%Retail/WholesaleGLDSPDR Gold Shares$5,391,528$291,417 ▲5.7%17,6871.2%FinanceRSPInvesco S&P 500 Equal Weight ETF$4,680,350$4,680,350 ▲New Holding25,7531.0%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$4,357,761$4,357,761 ▲New Holding54,0330.9%ETFREMiShares Mortgage Real Estate ETF$4,348,585$155,539 ▼-3.5%203,3950.9%ETFAVTRAvantor$4,066,454$884,793 ▲27.8%302,1140.9%MedicalIVViShares Core S&P 500 ETF$3,652,708$3,044,234 ▲500.3%5,8830.8%ETFGOOGAlphabet$3,603,146$112,643 ▲3.2%20,3120.8%Computer and TechnologyORCLOracle$3,578,536$459,779 ▲14.7%16,3680.8%Computer and TechnologyBAXBaxter International$3,541,334$251,415 ▼-6.6%116,9530.8%MedicalEFAiShares MSCI EAFE ETF$3,225,281$657,374 ▲25.6%36,0810.7%FinanceAGNCAGNC Investment$3,213,909$200,076 ▲6.6%349,7180.7%FinanceFIFiserv$3,131,138$715,846 ▲29.6%18,1610.7%Business ServicesJPMJPMorgan Chase & Co.$3,066,378$920,754 ▲42.9%10,5770.7%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$3,025,332$121,420 ▲4.2%80,6540.7%ETFCHENIERE ENERGY INC$2,991,156$91,807 ▼-3.0%12,2830.7%COM NEWCADECadence Bank$2,966,721$2,966,721 ▲New Holding92,7680.6%FinanceHYLBXtrackers USD High Yield Corporate Bond ETF$2,931,300$2,523,334 ▲618.5%79,3960.6%ETFWMBWilliams Companies$2,875,002$279,819 ▲10.8%45,7730.6%EnergyDLTRDollar Tree$2,826,899$2,448,863 ▲647.8%28,5430.6%Retail/WholesaleGDXVanEck Gold Miners ETF$2,794,477$187,104 ▼-6.3%53,6780.6%ETFSIX FLAGS ENTERTAINMENT CORP$2,786,049$1,181,658 ▲73.7%91,5560.6%COMKOFCoca Cola Femsa$2,755,161$137,647 ▼-4.8%28,4830.6%Consumer StaplesNICENice$2,713,539$1,341,821 ▼-33.1%16,0650.6%Computer and TechnologySHYGiShares 0-5 Year High Yield Corporate Bond ETF$2,708,372$1,194,762 ▲78.9%62,7810.6%ETFIQVIQVIA$2,675,721$2,675,721 ▲New Holding16,9790.6%MedicalFISFidelity National Information Services$2,642,324$1,659,624 ▼-38.6%32,4570.6%Business ServicesCYBRCyberArk Software$2,616,238$200,999 ▲8.3%6,4300.6%Computer and TechnologyAMLPAlerian MLP ETF$2,608,342$22,085 ▲0.9%53,3840.6%ETFTBILUS Treasury 3 Month Bill ETF$2,572,804$8,599 ▲0.3%51,4610.6%ETFCCJCameco$2,518,550$24,347 ▲1.0%33,9290.5%Basic MaterialsQQQMInvesco NASDAQ 100 ETF$2,504,005$2,504,005 ▲New Holding11,0260.5%ETFBALLBall$2,480,917$115,545 ▼-4.5%44,2310.5%IndustrialsAVGOBroadcom$2,448,346$1,575,906 ▲180.6%8,8820.5%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$2,420,879$2,023,867 ▲509.8%56,6420.5%ETFMETAMeta Platforms$2,417,245$1,877,701 ▲348.0%3,2750.5%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$2,403,324$1,949,877 ▲430.0%59,3560.5%ETFSPHYSPDR Portfolio High Yield Bond ETF$2,351,726$2,351,726 ▲New Holding98,8120.5%ETFCOPConocoPhillips$2,350,380$33,742 ▲1.5%26,1910.5%EnergyVTVVanguard Value ETF$2,260,022$2,260,022 ▲New Holding12,7870.5%ETFEEMiShares MSCI Emerging Markets ETF$2,231,486$98,747 ▼-4.2%46,2580.5%FinanceETNEaton$2,193,347$45,338 ▼-2.0%6,1440.5%IndustrialsVUGVanguard Growth ETF$2,179,286$2,179,286 ▲New Holding4,9710.5%ETFJNKSPDR Bloomberg High Yield Bond ETF$2,058,428$2,058,428 ▲New Holding21,1620.4%FinanceCRLCharles River Laboratories International$2,047,445$578,850 ▲39.4%13,4940.4%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$1,993,618$1,721,861 ▲633.6%20,9150.4%ETFTSLATesla$1,970,763$1,286,841 ▲188.2%6,2040.4%Auto/Tires/TrucksRDVYFirst Trust Rising Dividend Achievers ETF$1,947,810$1,947,810 ▲New Holding31,0460.4%ManufacturingIBNICICI Bank$1,942,912$82,923 ▼-4.1%57,7560.4%FinanceSJNKSPDR Bloomberg Short Term High Yield Bond ETF$1,892,603$307,951 ▲19.4%74,2780.4%ETFRTORentokil Initial$1,856,832$137,880 ▼-6.9%77,3680.4%Business ServicesWMGWarner Music Group$1,856,134$95,122 ▼-4.9%68,1400.4%Consumer DiscretionaryAGGiShares Core U.S. Aggregate Bond ETF$1,780,646$1,190,999 ▲202.0%17,9500.4%FinanceTMOThermo Fisher Scientific$1,778,348$380,322 ▲27.2%4,3860.4%MedicalFDLFirst Trust Morningstar Dividend Leaders Index Fund$1,758,498$1,758,498 ▲New Holding41,9990.4%ETFGOOGLAlphabet$1,710,665$1,710,665 ▲New Holding9,7070.4%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,709,221$948,065 ▲124.6%20,4750.4%ETFSHViShares Short Treasury Bond ETF$1,698,480$841,952 ▲98.3%15,3820.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,695,134$1,695,134 ▲New Holding16,4720.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,654,300$1,654,300 ▲New Holding27,5580.4%ETFWMTWalmart$1,649,073$1,185,983 ▲256.1%16,8650.4%Retail/WholesaleMBBiShares MBS ETF$1,604,493$1,604,493 ▲New Holding17,0890.3%ETFNOWServiceNow$1,595,580$1,170,983 ▲275.8%1,5520.3%Computer and TechnologyLVHIFranklin International Low Volatility High Dividend Index ETF$1,594,592$1,594,592 ▲New Holding48,9890.3%ETFBWZSPDR Bloomberg Short Term International Treasury Bond ETF$1,574,474$1,574,474 ▲New Holding56,0910.3%ETFJIREJPMorgan International Research Enhanced Equity ETF$1,556,798$1,556,798 ▲New Holding21,9980.3%ETFSPHQInvesco S&P 500 Quality ETF$1,553,896$1,553,896 ▲New Holding21,8060.3%ETFLLYEli Lilly and Company$1,544,289$731,998 ▲90.1%1,9810.3%MedicalVVisa$1,540,930$842,186 ▲120.5%4,3400.3%Business ServicesEUFNiShares MSCI Europe Financials ETF$1,536,079$1,536,079 ▲New Holding48,5640.3%ETFFMSFresenius Medical Care AG & Co. KGaA$1,502,153$1,815,137 ▼-54.7%52,5780.3%MedicalFTSMFirst Trust Enhanced Short Maturity ETF$1,473,341$1,473,341 ▲New Holding24,6090.3%ManufacturingIEURiShares Core MSCI Europe ETF$1,456,996$1,456,996 ▲New Holding22,0090.3%ETFIBMInternational Business Machines$1,448,254$434,506 ▲42.9%4,9130.3%Computer and TechnologyCACICACI International$1,433,437$200,214 ▲16.2%3,0070.3%Computer and TechnologyMAMastercard$1,367,762$696,806 ▲103.9%2,4340.3%Business ServicesBNBrookfield$1,302,808$119,680 ▼-8.4%21,0640.3%FinanceCLOIVanEck CLO ETF$1,295,687$23,933 ▼-1.8%24,4700.3%ETFSCHWCharles Schwab$1,278,912$1,683,744 ▼-56.8%14,0170.3%FinanceLBRDKLiberty Broadband$1,273,234$137,535 ▼-9.7%12,9420.3%Consumer DiscretionaryFCXFreeport-McMoRan$1,261,138$1,261,138 ▲New Holding29,0920.3%Basic MaterialsLMTLockheed Martin$1,243,068$75,955 ▲6.5%2,6840.3%AerospaceLMBSFirst Trust Low Duration Opportunities ETF$1,219,579$1,219,579 ▲New Holding24,7580.3%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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