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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 $291,785,565
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 297,207 $20,213,048 6.93%
2.
Valued Advisers Tr
 475,777 $12,111,189 4.15%
3.
Ishares Trust
 IEF 141,945 $11,743,129 4.02%
4.
Spdr Series Trust
 329,887 $8,425,314 2.89%
5.
Ishares Trust
 IEF 60,237 $6,547,177 2.24%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)