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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

VisionPoint Advisory Group, LLC

Quarter ended Q4 2024 · Filed February 3, 2025 · Accession 0001750924-25-000001

Total Value
$292.5M
Positions
295
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (295)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A805302,059$21.5M7.36%
2VALUED ADVISERS TR92046L338480,755$12.2M4.19%
3ISHARES TR464287457145,553$11.9M4.08%
4PHILIP MORRIS INTL INC71817210967,017$8.1M2.77%
5SPDR SER TR78464A649319,521$8.0M2.73%
6ISHARES TR46428724260,688$6.5M2.22%
7DEERE & CODE13,837$5.8M1.98%
8SPDR SER TR78468R66360,702$5.6M1.90%
9SPDR SER TR78464A76339,592$5.2M1.78%
10SPDR GOLD TRGLD19,228$4.7M1.61%
11BERKSHIRE HATHAWAY INC DELBRK-A10,302$4.6M1.59%
12FISERV INCFISV21,754$4.5M1.53%
13ISHARES TR46435G342201,344$4.3M1.48%
14BAXTER INTL INC071813109137,007$4.0M1.37%
15APPLE INCAAPL16,345$4.0M1.36%
16INVESCO QQQ TRIVZ7,641$3.9M1.33%
17ALPHABET INCGOOG17,587$3.4M1.15%
18AVANTOR INCAVTR156,767$3.3M1.14%
19MICROSOFT CORPMSFT7,922$3.3M1.13%
20AGNC INVT CORP00123Q104308,207$2.9M0.98%
21NVIDIA CORPORATIONNVDA20,391$2.8M0.96%
22NICE LTDNCSYF16,469$2.8M0.96%
23DBX ETF TR23305143276,693$2.8M0.95%
24ALPS ETF TR00162Q45255,704$2.7M0.93%
25ISHARES TR46428881046,311$2.7M0.92%
26VANECK ETF TRUST92189F10674,584$2.6M0.90%
27FIDELITY NATL INFORMATION SV31620M10632,584$2.6M0.89%
28FIRST TR NASDAQ 100 TECH IND33734510213,457$2.5M0.87%
29RBB FD INC74933W45250,297$2.5M0.86%
30CONOCOPHILLIPSCOP24,978$2.5M0.85%
31FRESENIUS MEDICAL CARE AGFMCQF110,269$2.4M0.84%
32ROSS STORES INCROST15,990$2.4M0.83%
33CHENIERE ENERGY INCLNG11,010$2.4M0.83%
34LOCKHEED MARTIN CORPLMT4,726$2.3M0.78%
35CYBERARK SOFTWARE LTDM2682V1086,673$2.2M0.77%
36COCA-COLA FEMSA SAB DE CVCOCSF28,718$2.2M0.76%
37ISHARES TR46435U85359,800$2.2M0.75%
38ISHARES INC46434G76439,183$2.2M0.74%
39WILLIAMS COS INC96945710037,946$2.1M0.72%
40WARNER MUSIC GROUP CORPWMG67,236$2.1M0.72%
41VANECK ETF TRUST92189H74839,147$2.1M0.71%
42PROSHARES TR74347R30521,823$2.1M0.71%
43AUTOZONE INCAZO634$2.1M0.70%
44BALL CORPBALL37,719$2.1M0.70%
45AMAZON COM INCAMZN9,291$2.0M0.70%
46ORACLE CORPORCL-PD11,730$1.9M0.67%
47RENTOKIL INITIAL PLCRKLIF76,363$1.9M0.66%
48ISHARES TR46429B59835,432$1.9M0.65%
49ICICI BANK LIMITEDIBN61,199$1.8M0.62%
50INVESCO EXCH TRADED FD TR IIIVZ8,427$1.8M0.61%
51CHARLES RIV LABS INTL INC1598641079,589$1.8M0.60%
52EMERSON ELEC COEMR13,621$1.7M0.57%
53TJX COS INC NEW87254010913,076$1.6M0.54%
54MASTERCARD INCORPORATEDMA3,007$1.6M0.54%
55JPMORGAN CHASE & CO.VYLD6,416$1.5M0.53%
56DATADOG INCDDOG10,718$1.5M0.53%
57SCHWAB CHARLES CORPSCHW-PJ20,846$1.5M0.53%
58VISA INCV4,879$1.5M0.52%
59OREILLY AUTOMOTIVE INC67103H1071,246$1.5M0.51%
60BRISTOL-MYERS SQUIBB COCELG-RI25,677$1.5M0.50%
61AMGEN INCAMGN5,558$1.4M0.49%
62SIX FLAGS ENTERTAINMENT CORPFUN29,733$1.4M0.49%
63CUMMINS INCCMI4,030$1.4M0.48%
64SPDR SER TR78468R40855,149$1.4M0.48%
65ISHARES TR46434V40732,096$1.4M0.47%
66BROOKFIELD CORP11271J10722,351$1.3M0.44%
67SUNRISE COMMUNICATIONS AGSNNRF29,630$1.3M0.44%
68EATON CORP PLCETN3,709$1.2M0.42%
69MANAGED PORTFOLIO SERIES56167N18348,647$1.2M0.42%
70CAMECO CORPCCJ23,520$1.2M0.42%
71MICRON TECHNOLOGY INCMU13,880$1.2M0.41%
72FASTENAL COFAST16,022$1.1M0.39%
73NVR INCNVR141$1.1M0.39%
74LIBERTY BROADBAND CORPLBRDP14,113$1.1M0.37%
75DOMINOS PIZZA INCDPZ2,460$1.1M0.37%
76ARCH CAP GROUP LTDG0450A10511,584$1.1M0.36%
77ISHARES TR46428711911,525$1.0M0.35%
78SPDR SER TR78468R78822,671$977,3460.33%
79HOME DEPOT INCHD2,511$975,4230.33%
80DISNEY WALT CO2546871068,596$952,6080.33%
81PROSHARES TR74347X83112,089$950,5580.32%
82NETFLIX INCNFLX1,068$947,0270.32%
83VANECK ETF TRUST92189F60111,036$932,6520.32%
84LIBERTY GLOBAL LTDLBTYK68,477$929,9170.32%
85MOODYS CORPMCO1,925$910,2170.31%
86PROSHARES TR74347R2068,243$888,2650.30%
87SPDR S&P 500 ETF TRSPY1,505$879,8830.30%
88VANGUARD SCOTTSDALE FDS92206C6808,512$877,9270.30%
89INTERNATIONAL BUSINESS MACHSINTR3,932$864,8040.30%
90SIRIUSXM HOLDINGS INC82993310038,384$848,2860.29%
91ELI LILLY & COLLY1,058$823,1980.28%
92TEXAS CAP TEX EQUITY INDEX E88224A5087,965$797,8140.27%
93COMCAST CORP NEWCCZ21,122$790,3850.27%
94PROGRESSIVE CORP7433151033,270$786,9250.27%
95CHUBB LIMITEDCB2,848$776,1360.27%
96EXPEDITORS INTL WASH INC3021301097,003$770,4700.26%
97VANGUARD INDEX FDS9229083631,337$718,5840.25%
98SSGA ACTIVE TR78470P50726,600$674,8420.23%
99T-MOBILE US INCTMUSZ3,045$668,4680.23%
100CRH PLCCRH6,974$646,5590.22%
101STRATEGIC ED INCSTRA6,781$626,2930.21%
102AMERICAN EXPRESS COAXP1,942$579,5510.20%
103BROADCOM INCAVGO2,368$549,3280.19%
104NRG ENERGY INCNRG5,794$537,3930.18%
105BLACKROCK INCBLK511$519,8910.18%
106WARNER BROS DISCOVERY INCWBD48,710$519,2480.18%
107ISHARES TR4642886794,694$516,9500.18%
108PACER FDS TR69374H8818,943$505,9940.17%
109THERMO FISHER SCIENTIFIC INCTMO965$504,2800.17%
110VANGUARD INDEX FDS9229087442,966$501,4310.17%
111UNITED PARCEL SERVICE INCUPS4,043$500,8060.17%
112NEXTERA ENERGY INCNEE-PW6,972$499,2640.17%
113CATERPILLAR INCCAT1,371$493,2440.17%
114VERIZON COMMUNICATIONS INCVZ11,806$474,7190.16%
115IREN LIMITEDIREN45,373$474,6010.16%
116ALIBABA GROUP HLDG LTDBBAAY5,582$474,1900.16%
117PACKAGING CORP AMER6951561092,046$460,8410.16%
118ELEVANCE HEALTH INCELV1,253$458,3840.16%
119SERVICENOW INCNOW418$440,7140.15%
120ISHARES TR46428868713,816$439,6250.15%
121SOUTHERN COPPER CORPSCCO4,638$427,4380.15%
122SPDR SER TR78464A5087,718$392,6910.13%
123ENBRIDGE INCENNPF9,053$389,0970.13%
124ISHARES TR4642894381,657$388,1520.13%
125ABBOTT LABSABLZF3,396$385,2420.13%
126ILLINOIS TOOL WKS INC4523081091,521$380,2950.13%
127BOOKING HOLDINGS INCBKNG77$379,2470.13%
128JUNIPER NETWORKS INC48203R1049,714$366,9940.13%
129VANGUARD WORLD FD9219107095,376$363,9550.12%
130TRANE TECHNOLOGIES PLCTT964$360,3810.12%
131CORNING INCGLW7,695$359,4330.12%
132EOG RES INCEOG2,876$358,6650.12%
133CME GROUP INCCME1,534$356,9920.12%
134CITIGROUP INCC-PR5,099$356,6240.12%
135GALLAGHER ARTHUR J & CO3635761091,231$339,6200.12%
136META PLATFORMS INCMETA550$329,5820.11%
137VANECK ETF TRUST92189H6566,399$323,9810.11%
138SPDR SER TR78464A8544,646$319,5050.11%
139ANNALY CAPITAL MANAGEMENT INNLY-PJ16,582$304,7770.10%
140EVEREST GROUP LTDEG838$304,4700.10%
141L3HARRIS TECHNOLOGIES INCLHX1,459$302,5380.10%
142SSGA ACTIVE TR78470P4085,638$300,4400.10%
143GABELLI UTIL TR36240A10158,171$297,2530.10%
144ABBVIE INCABBV1,650$296,0760.10%
145CONSOL ENERGY INC NEW20854L1082,731$294,9750.10%
146OCCIDENTAL PETE CORP6745991055,827$290,2420.10%
147COSTCO WHSL CORP NEW22160K105319$290,2290.10%
148PROCTER AND GAMBLE CO7427181091,732$287,4770.10%
149NEWMONT CORPNEMCL7,466$286,4700.10%
150SPDR INDEX SHS FDS78463X5097,479$285,9220.10%
151MERCK & CO INCMRK2,843$281,9400.10%
152J P MORGAN EXCHANGE TRADED F46641Q7794,815$281,1960.10%
153VANGUARD SCOTTSDALE FDS92206C1024,783$278,2270.10%
154QUANTA SVCS INC74762E102861$271,6450.09%
155S&P GLOBAL INCSPGI546$270,5430.09%
156QUALCOMM INCQCOM1,736$266,7190.09%
157J P MORGAN EXCHANGE TRADED F46641Q3324,545$261,2920.09%
158VANGUARD BD INDEX FDS9219378193,482$260,3140.09%
159SPDR SER TR78468R6222,692$257,7590.09%
160ADVANCED MICRO DEVICES INCAMD2,134$257,4240.09%
161LOWES COS INC5486611071,039$256,6120.09%
162FIDELITY COVINGTON TRUST31609240210,350$250,0560.09%
163KRATOS DEFENSE & SEC SOLUTIO50077B2079,433$248,8420.09%
164EXPEDIA GROUP INCEXPE1,340$248,3420.08%
165UNITEDHEALTH GROUP INCUNH481$242,6690.08%
166ISHARES TR4642898836,463$240,6820.08%
167WISDOMTREE TRWT4,764$239,7720.08%
168J P MORGAN EXCHANGE TRADED F46654Q2034,068$228,9470.08%
169SELECT SECTOR SPDR TR81369Y8862,971$226,5980.08%
170BARRICK GOLD CORP06790110814,051$224,3940.08%
171SELECT SECTOR SPDR TR81369Y3082,832$221,9430.08%
172CNH INDL N VN2094410919,952$221,2670.08%
173MCDONALDS CORPMCD747$218,5040.07%
174SPDR SER TR78468R8534,841$217,3120.07%
175VANGUARD TAX-MANAGED FDS9219438584,550$217,1260.07%
176KINDER MORGAN INC DELEP-PC7,692$216,2220.07%
177AMERICAN TOWER CORP NEW03027X1001,183$214,1580.07%
178NUVEEN MUNICIPAL CREDIT INCNU17,318$213,7040.07%
179LOEWS CORPL2,507$210,9890.07%
180NUVEEN AMT FREE MUN CR INC FNU16,700$207,7480.07%
181TARGET CORPTGT1,505$206,4700.07%
182TRANSDIGM GROUP INCTDG163$204,4190.07%
183ARCHER DANIELS MIDLAND COADM3,990$200,3770.07%
184VANGUARD INDEX FDS922908629742$195,6950.07%
185CDW CORPCDW1,138$193,4940.07%
186BROADRIDGE FINL SOLUTIONS IN11133T103850$192,8050.07%
187ALPHA METALLURGICAL RESOUR I020764106954$192,4120.07%
188STRYKER CORPORATIONSYK536$192,2730.07%
189FOX CORPFOX3,894$190,7670.07%
190PRINCIPAL FINANCIAL GROUP INPFG2,462$190,5340.07%
191UNIFIED SER TRUFI5,618$177,5870.06%
192BLACKROCK MUNI INCOME TR IIBLK16,782$177,3850.06%
193SPROTT PHYSICAL SILVER TRSII17,953$177,0160.06%
194ISHARES TR464287200295$173,2970.06%
195FIRST TR EXCHANGE TRAD FD VI33739H1017,160$172,8420.06%
196VIASAT INCVSAT17,972$171,2730.06%
197EXXON MOBIL CORPXOM1,543$165,5790.06%
198PAYCHEX INCPAYX1,182$163,7070.06%
199CINTAS CORPCTAS895$162,9700.06%
200FLAGSTAR FINANCIAL INCFLG-PU17,593$162,5590.06%
201ISHARES TR4642872261,671$161,9360.06%
202PUBLIC STORAGE OPER COPSA-PS538$159,5600.05%
203HEICO CORP NEWHEI-A845$157,0930.05%
204ISHARES TR4642874991,770$156,2910.05%
205REPUBLIC SVCS INC760759100769$153,8690.05%
206SPDR INDEX SHS FDS78463X8894,496$153,0880.05%
207ISHARES TR4642886611,306$150,8950.05%
208FIRST TR EXCHANGE TRADED FD33734X8462,366$150,8320.05%
209VANGUARD BD INDEX FDS9219378352,093$150,5700.05%
210ISHARES TR4642874401,626$150,4050.05%
211MARTIN MARIETTA MATLS INC573284106294$150,1040.05%
212ISHARES TR4642885131,892$149,1650.05%
213ENTEGRIS INCENTG1,492$145,0670.05%
214IDEX CORP45167R104692$142,5930.05%
215SPDR SER TR78468R8617,672$142,0080.05%
216NUVEEN AMT FREE QLTY MUN INCNU11,993$136,3600.05%
217ISHARES TR4642871681,015$133,0360.05%
218VULCAN MATLS CO929160109505$129,0620.04%
219SCHWAB STRATEGIC TR8085243004,491$125,0290.04%
220SHOPIFY INCSHOP1,150$123,6590.04%
221LIBERTY GLOBAL LTDLBTYK9,379$123,0520.04%
222NUVEEN QUALITY MUNCP INCOMENU10,237$121,0010.04%
223EXPONENT INCEXPO1,376$120,9770.04%
224ISHARES TR46429B6971,337$118,5380.04%
225J P MORGAN EXCHANGE TRADED F46641Q8372,189$110,3030.04%
226INVESCO ACTVELY MNGD ETC FDIVZ8,294$108,9000.04%
227VANGUARD INDEX FDS922908769372$107,6040.04%
228HENRY JACK & ASSOC INC426281101622$107,5870.04%
229PNC FINL SVCS GROUP INC693475105557$106,6040.04%
230SPDR SER TR78464A3915,409$105,9080.04%
231STERIS PLCSTE507$102,6470.04%
232TESLA INCTSLA257$97,4740.03%
233COCA COLA COKO1,566$96,8410.03%
234NUSHARES ETF TRNU2,449$96,1960.03%
235VANGUARD WORLD FD92204A702154$95,6860.03%
236VERISK ANALYTICS INCVRSK348$95,1390.03%
237ZOETIS INCZTS585$95,1260.03%
238VANGUARD INTL EQUITY INDEX F9220428741,473$93,0780.03%
239SPDR SER TR78464A3752,778$91,0070.03%
240POOL CORPPOOL269$89,5420.03%
241AGF INVTS TR00110G4084,827$88,8650.03%
242SALESFORCE INCCRM264$87,2940.03%
243LISTED FD TR53656F6232,201$84,8260.03%
244MEDTRONIC PLCMDT1,026$82,3050.03%
245INVESCO EXCHANGE TRADED FD TIVZ711$81,3380.03%
246ADOBE INCADBE183$80,7030.03%
247VANGUARD INTL EQUITY INDEX F9220428581,836$80,6370.03%
248MICROCHIP TECHNOLOGY INC.MCHPP1,385$78,7780.03%
249BNY MELLON ETF TRUST09661T8001,648$78,7400.03%
250INVESCO ACTVELY MNGD ETC FDIVZ2,216$78,4460.03%
251GRAYSCALE ETHEREUM MINI TR E38964R2032,326$75,7340.03%
252AT&T INCT-PC3,253$74,2650.03%
253SSGA ACTIVE ETF TR78467V6081,763$73,6050.03%
254ACCENTURE PLC IRELANDACN211$73,6010.03%
255NUSHARES ETF TRNU852$73,2030.03%
256MSCI INCMSCI121$72,2520.02%
257AIRBNB INCABNB547$71,9190.02%
258WATSCO INCWSO-B151$70,7880.02%
259BANK AMERICA CORP0605051041,571$69,5790.02%
260DANAHER CORPORATION235851102302$69,4020.02%
261SPDR SER TR78464A8471,272$69,3870.02%
262AVERY DENNISON CORPAVY373$68,3740.02%
263CATALYST PHARMACEUTICALS INCCPRX3,176$68,3470.02%
264JOHNSON & JOHNSONJNJ474$68,2650.02%
265MANITEX INTL INC56342010811,489$66,6360.02%
266SPDR SER TR78468R4402,505$65,2300.02%
267ON HLDG AGH5919C1041,178$65,2250.02%
268AGILENT TECHNOLOGIES INCA488$65,1130.02%
269GEVO INCGEVO28,057$65,0920.02%
270SPDR SER TR78468R5152,718$64,7690.02%
271WORKDAY INCWDAY255$64,2190.02%
272TEXAS ROADHOUSE INCTXRH353$63,9630.02%
273ROPER TECHNOLOGIES INCROP124$63,7090.02%
274UNION PAC CORPUNP278$63,6950.02%
275PEPSICO INCPEP422$63,3880.02%
276FIRST TR EXCHANGE TRADED FD33737A108531$63,2680.02%
277GLACIER BANCORP INC NEWGBCI1,266$62,8690.02%
278ZOOM COMMUNICATIONS INCZM768$62,6530.02%
279HOULIHAN LOKEY INCHLI363$62,2830.02%
280CBIZ INCCBZ735$59,6520.02%
281MCCORMICK & CO INCMKC-V786$59,6410.02%
282FRANKLIN TEMPLETON ETF TRFGDL2,448$59,4370.02%
283CAPITAL GRP FIXED INCM ETF T14020Y3002,162$58,8920.02%
284AMPHENOL CORP NEW032095101852$58,7960.02%
285SPDR INDEX SHS FDS78463X8711,884$58,4790.02%
286SIMON PPTY GROUP INC NEW828806109335$58,1320.02%
287NUVEEN DYNAMIC MUN OPPORTUNINU5,750$58,0750.02%
288EXLSERVICE HOLDINGS INCEXLS1,301$57,5170.02%
289BITWISE BITCOIN ETF TRBITB1,059$56,1270.02%
290SPDR SER TR78464A870611$55,9240.02%
291NUSHARES ETF TRNU1,315$55,0590.02%
292WALMART INCWMT600$54,0000.02%
293LAKELAND FINL CORP511656100781$52,5530.02%
294ISHARES TR46435G516682$51,7220.02%
295TEREX CORP NEWTEX1,144$50,9300.02%