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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 $271,031,851
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 495,611 $28,968,463 10.68%
2.
Ishares Trust
 IEF 248,242 $20,365,774 7.51%
3.
Spdr Series Trust
 326,386 $8,368,537 3.08%
4.
Berkshire Hathaway Inc
 BRK.A 23,313 $8,314,815 3.06%
5.
Ishares Tr
 309,319 $7,296,835 2.69%
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)