Visionpoint Advisory Group, LLC Top Holdings and 13F Report (2024) → Man who Predicted Trump 2016 Win: “Prepare for Election Meltdown” (From Paradigm Press) (Ad) About Visionpoint Advisory Group, LLCInvestment ActivityVisionpoint Advisory Group, LLC has $277.38 million in total holdings as of March 31, 2024.Visionpoint Advisory Group, LLC owns shares of 818 different stocks, but just 83 companies or ETFs make up 80% of its holdings.Approximately 18.22% of the portfolio was purchased this quarter.About ∞ of the portfolio was sold this quarter.This quarter, Visionpoint Advisory Group, LLC has purchased 748 new stocks and bought additional shares in 257 stocks.Visionpoint Advisory Group, LLC sold shares of 229 stocks and completely divested from 61 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $26,699,514iShares 1-3 Year Treasury Bond ETF $15,014,288SPDR Portfolio Aggregate Bond ETF $7,961,911iShares Mortgage Real Estate ETF $5,584,665First Trust NASDAQ 100 Technology Index Fund $5,512,368 Largest New Holdings this Quarter VALUED ADVISERS TR $4,178,694 HoldingSPDR S&P Biotech ETF $1,370,212 HoldingWarner Music Group $870,506 HoldingLiberty Broadband $868,122 HoldingInvesco CurrencyShares Japanese Yen Trust $741,005 Holding Largest Purchases this Quarter iShares iBoxx $ Investment Grade Corporate Bond ETF 46,330 shares (about $5.05M)VALUED ADVISERS TR 165,320 shares (about $4.18M)VanEck Gold Miners ETF 87,326 shares (about $2.76M)SPDR Portfolio High Yield Bond ETF 70,259 shares (about $1.65M)Fresenius Medical Care 76,287 shares (about $1.47M) Largest Sales this Quarter WisdomTree U.S. SmallCap Dividend Fund 1 shares (about $∞T)iShares Broad USD Investment Grade Corporate Bond ETF 1 shares (about $∞T)WisdomTree Emerging Markets High Dividend Fund 1 shares (about $∞T)iShares 1-3 Year Treasury Bond ETF 64,648 shares (about $5.29M)SPDR Portfolio S&P 1500 Composite Stock Market ETF 79,407 shares (about $5.09M) 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$26,699,514$5,093,964 ▼-16.0%416,2049.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$15,014,288$5,286,903 ▼-26.0%183,5945.4%ManufacturingSPABSPDR Portfolio Aggregate Bond ETF$7,961,911$289,127 ▼-3.5%314,9492.9%ETFREMiShares Mortgage Real Estate ETF$5,584,665$1,603,909 ▼-22.3%240,3042.0%ETFQTECFirst Trust NASDAQ 100 Technology Index Fund$5,512,368$1,325,226 ▼-19.4%28,9092.0%ManufacturingBRK.BBerkshire Hathaway$5,367,938$4,435,645 ▼-45.2%12,7651.9%FinancePMPhilip Morris International$5,362,152$697,228 ▲14.9%58,5261.9%Consumer StaplesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$5,066,739$5,046,262 ▲24,643.6%46,5181.8%FinanceTLTiShares 20+ Year Treasury Bond ETF$4,965,294$215,261 ▼-4.2%52,4761.8%ETFDEDeere & Company$4,873,284$477,266 ▼-8.9%11,8651.8%Industrial ProductsGLDSPDR Gold Shares$4,675,193$167,662 ▼-3.5%22,7261.7%FinanceVALUED ADVISERS TR$4,178,694$4,178,694 ▲New Holding165,3201.5%REGAN FLTG RATEFIFiserv$4,007,327$299,023 ▲8.1%25,0741.4%Business ServicesMSFTMicrosoft$3,863,592$265,483 ▼-6.4%9,1831.4%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$3,521,815$111,904 ▲3.3%38,3641.3%ETFAGNCAGNC Investment$3,438,533$218,889 ▼-6.0%347,3271.2%FinanceGOOGAlphabet$3,141,124$318,985 ▼-9.2%20,6301.1%Computer and TechnologyAVTRAvantor$3,122,941$1,213,143 ▲63.5%122,1331.1%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$3,111,769$139,175 ▼-4.3%104,5271.1%ETFBAXBaxter International$3,019,666$1,286,944 ▲74.3%70,6521.1%MedicalGDXVanEck Gold Miners ETF$2,832,741$2,761,248 ▲3,862.3%89,5871.0%ETFIHIiShares U.S. Medical Devices ETF$2,806,402$240,395 ▼-7.9%47,8991.0%ETFHYLBX-trackers USD High Yield Corporate Bond ETF$2,751,955$570,003 ▲26.1%77,0641.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,654,035$513,409 ▼-16.2%46,1011.0%ManufacturingJPMJPMorgan Chase & Co.$2,634,546$1,952,124 ▼-42.6%13,1530.9%FinanceQQQMInvesco NASDAQ 100 ETF$2,575,564$339,986 ▲15.2%14,0980.9%ETFAAPLApple$2,570,821$696,721 ▲37.2%14,9920.9%Computer and TechnologyLMTLockheed Martin$2,569,561$186,952 ▲7.8%5,6490.9%AerospaceSDYSPDR S&P Dividend ETF$2,569,548$482,307 ▼-15.8%19,5790.9%ETFIVViShares Core S&P 500 ETF$2,559,821$330,164 ▲14.8%4,8690.9%ETFFMSFresenius Medical Care$2,222,753$1,470,814 ▲195.6%115,2880.8%MedicalFISFidelity National Information Services$2,136,236$1,069,231 ▲100.2%28,7980.8%Business ServicesAMLPAlerian MLP ETF$2,070,870$873,834 ▼-29.7%43,6340.7%ETFDGDollar General$1,984,771$264,054 ▲15.3%12,7180.7%Retail/WholesaleTBILUS Treasury 3 Month Bill ETF$1,976,520$144,536 ▲7.9%39,5070.7%ETFIBNICICI Bank$1,931,469$172,721 ▼-8.2%73,1340.7%FinanceLSXMKThe Liberty SiriusXM Group$1,870,571$188,985 ▼-9.2%62,9610.7%Consumer DiscretionaryAMZNAmazon.com$1,828,332$244,054 ▲15.4%10,1360.7%Retail/WholesaleNVDANVIDIA$1,752,003$112,945 ▼-6.1%1,9390.6%Computer and TechnologyQQQInvesco QQQ$1,706,774$126,099 ▼-6.9%3,8440.6%FinanceSPHYSPDR Portfolio High Yield Bond ETF$1,650,294$1,648,276 ▲81,696.5%70,3450.6%ETFLIBERTY GLOBAL LTD$1,649,093$1,376,432 ▼-45.5%93,4860.6%COM CL CPSXPhillips 66$1,630,950$1,348,862 ▼-45.3%9,9850.6%Oils/EnergyEWJiShares MSCI Japan ETF$1,610,940$404,483 ▲33.5%22,5780.6%ETFMRKMerck & Co., Inc.$1,589,206$943,970 ▼-37.3%12,0440.6%MedicalDDOGDatadog$1,557,484$423,577 ▼-21.4%12,6010.6%Computer and TechnologyEMREmerson Electric$1,555,215$98,789 ▼-6.0%13,7120.6%Industrial ProductsEOGEOG Resources$1,542,262$95,241 ▼-5.8%12,0640.6%Oils/EnergyCOPConocoPhillips$1,525,833$1,396,771 ▼-47.8%11,9880.6%Oils/EnergySJNKSPDR Bloomberg Short Term High Yield Bond ETF$1,494,083$235,429 ▲18.7%59,2420.5%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,460,018$278,617 ▲23.6%34,3130.5%ETFBNBrookfield$1,396,239$1,198,236 ▼-46.2%33,3470.5%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$1,386,924$504,658 ▲57.2%47,7920.5%ManufacturingXBISPDR S&P Biotech ETF$1,370,212$1,370,212 ▲New Holding14,4400.5%ETFETNEaton$1,366,412$1,362,660 ▲36,316.7%4,3700.5%Industrial ProductsCHENIERE ENERGY INC$1,364,590$261,274 ▼-16.1%8,4610.5%COM NEWTMUST-Mobile US$1,351,135$1,130,462 ▼-45.6%8,2780.5%Computer and TechnologyDDMProShares Ultra Dow30$1,349,479$639,777 ▲90.1%15,4970.5%ETFBKLNInvesco Senior Loan ETF$1,332,090$821,508 ▼-38.1%62,9830.5%ETFROSTRoss Stores$1,326,270$569,576 ▲75.3%9,0370.5%Retail/WholesaleCLOIVanEck CLO ETF$1,286,614$1,138,557 ▲769.0%24,3580.5%ETFABBVAbbVie$1,265,049$602,933 ▼-32.3%6,9470.5%MedicalZMZoom Video Communications$1,218,628$85,177 ▼-6.5%18,6420.4%Computer and TechnologySCHWCharles Schwab$1,204,678$669,941 ▲125.3%16,6530.4%FinanceAZOAutoZone$1,121,987$460,141 ▲69.5%3560.4%Retail/WholesaleAXPAmerican Express$1,121,373$1,073,103 ▼-48.9%4,9250.4%FinanceFALNiShares Fallen Angels USD Bond ETF$1,107,518$219,204 ▲24.7%41,2330.4%ManufacturingINDAiShares MSCI India ETF$1,082,823$1,082,462 ▲299,742.9%20,9890.4%ETFPYPLPayPal$1,072,778$588,373 ▲121.5%16,0140.4%Computer and TechnologyBALLBall$1,064,288$577,006 ▲118.4%15,8000.4%Industrial ProductsURAGlobal X Uranium ETF$1,051,344$1,047,942 ▲30,804.2%36,4670.4%ETFIBMInternational Business Machines$1,039,395$47,167 ▼-4.3%5,4430.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,033,586$312,796 ▲43.4%1,9760.4%FinanceMAMastercard$1,015,631$284,126 ▲38.8%2,1090.4%Business ServicesAMGNAmgen$1,002,228$516,609 ▲106.4%3,5250.4%MedicalKVUEKenvue$993,190$1,156,608 ▼-53.8%46,2810.4%Consumer StaplesKOFCoca-Cola FEMSA$984,344$80,482 ▲8.9%10,1270.4%Consumer StaplesTJXTJX Companies$972,314$443,713 ▲83.9%9,5870.4%Retail/WholesaleFASTFastenal$953,913$140,240 ▲17.2%12,3660.3%Retail/WholesaleLLYEli Lilly and Company$949,111$481,557 ▲103.0%1,2200.3%MedicalCBChubb$929,499$796,306 ▼-46.1%3,5870.3%FinanceMCKMcKesson$918,014$1,042,563 ▼-53.2%1,7100.3%MedicalCYBRCyberArk Software$891,986$873,126 ▲4,629.6%3,3580.3%Computer and TechnologyNEENextEra Energy$885,857$369,144 ▲71.4%13,8610.3%UtilitiesEPAMEPAM Systems$881,779$463,949 ▲111.0%3,1930.3%Computer and TechnologyWMGWarner Music Group$870,506$870,506 ▲New Holding26,3630.3%Consumer DiscretionaryACGLArch Capital Group$869,213$301,816 ▲53.2%9,4030.3%FinanceLBRDKLiberty Broadband$868,122$868,122 ▲New Holding15,1690.3%Consumer DiscretionaryVVisa$848,750$279,102 ▲49.0%3,0410.3%Business ServicesHYGiShares iBoxx $ High Yield Corporate Bond ETF$810,024$144,811 ▲21.8%10,4210.3%ETFORLYO'Reilly Automotive$807,149$360,113 ▲80.6%7150.3%Retail/WholesaleDISWalt Disney$742,251$130,928 ▲21.4%6,0660.3%Consumer DiscretionaryFXYInvesco CurrencyShares Japanese Yen Trust$741,005$741,005 ▲New Holding12,1020.3%ETFILCGiShares Morningstar Growth ETF$739,855$92,689 ▲14.3%9,8020.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$726,390$95,468 ▲15.1%6,3000.3%ETFFTECFidelity MSCI Information Technology Index ETF$719,513$91,790 ▲14.6%4,6170.3%ETFFISRSPDR SSGA Fixed Income Sector Rotation ETF$698,289$72,482 ▲11.6%27,2450.3%ETFDPZDomino's Pizza$667,310$290,675 ▲77.2%1,3430.2%Retail/WholesaleNFLXNetflix$656,524$117,822 ▲21.9%1,0810.2%Consumer DiscretionaryCMICummins$651,766$268,132 ▲69.9%2,2120.2%Auto/Tires/TrucksShowing 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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