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Home > Institutional Investor > Visionpoint Advisory Group, Llc > Profile

Instuitional Investor - Visionpoint Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Visionpoint Advisory Group, Llc
Portfolio Value $292,492,271
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 302,059 $21,530,765 7.36%
2.
Valued Advisers Tr
 480,755 $12,242,426 4.18%
3.
Ishares Trust
 IEF 145,553 $11,929,523 4.07%
4.
Philip Morris International Inc.
 PM 67,017 $8,115,758 2.77%
5.
Spdr Series Trust
 319,521 $7,991,220 2.73%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)