| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 20 | Q3 2023 | 41.4% |
| MICROSOFT CORP | 20 | Q3 2023 | 4.1% |
| ALPHABET INC | 20 | Q3 2023 | 3.8% |
| AMAZON COM INC | 19 | Q3 2023 | 4.9% |
| APPLE INC | 19 | Q3 2023 | 2.8% |
| BERKSHIRE HATHAWAY INC DEL | 19 | Q3 2023 | 3.4% |
| JPMORGAN CHASE & CO | 19 | Q3 2023 | 1.5% |
| VISA INC | 18 | Q3 2023 | 3.1% |
| NVIDIA CORPORATION | 18 | Q3 2023 | 2.2% |
| META PLATFORMS INC | 18 | Q3 2023 | 1.4% |
View VisionPoint Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-12-06 |
| 13F-HR | 2023-08-21 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-17 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-07 |
| 13F-HR | 2021-11-08 |
View VisionPoint Advisory Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.