Lance P Simpson

0001750924-22-000002.txt : 20220207 0001750924-22-000002.hdr.sgml : 20220207 20220207124004 ACCESSION NUMBER: 0001750924-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220207 DATE AS OF CHANGE: 20220207 EFFECTIVENESS DATE: 20220207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VisionPoint Advisory Group, LLC CENTRAL INDEX KEY: 0001750924 IRS NUMBER: 463329350 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19208 FILM NUMBER: 22596460 BUSINESS ADDRESS: STREET 1: 5001 SPRING VALLEY ROAD STREET 2: STE 200W CITY: DALLAS STATE: TX ZIP: 75244 BUSINESS PHONE: 800-282-4032 MAIL ADDRESS: STREET 1: 5001 SPRING VALLEY ROAD STREET 2: STE 200W CITY: DALLAS STATE: TX ZIP: 75244 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001750924 XXXXXXXX 12-31-2021 12-31-2021 VisionPoint Advisory Group, LLC

5001 SPRING VALLEY ROAD STE 200W DALLAS TX 75244

13F HOLDINGS REPORT 028-19208 N Lance P Simpson Lance P Simpson 9728488123 Lance P Simpson Dallas TX 02-07-2022 0 228656 240810 false INFORMATION TABLE 2 VisionPointAdvisoryGroup_13f.xml TABLE ADVANCED MICRO DEVICES INC COM 007903107 479 3875 SH SOLE 0 0 0 3875 AGNC INVT CORP COM 00123Q104 7980 560416 SH SOLE 0 0 0 560416 ALLIANCE DATA SYSTEMS CORP COM 018581108 3692 53358 SH SOLE 0 0 0 53358 ALPHABET INC CAP STK CL A 02079K305 249 87 SH SOLE 0 0 0 87 ALPHABET INC CAP STK CL C 02079K107 8449 2954 SH SOLE 0 0 0 2954 ALPS ETF TR ALERIAN MLP 00162Q452 9296 242144 SH SOLE 0 0 0 242144 AMAZON COM INC COM 023135106 10584 3357 SH SOLE 0 0 0 3357 APPLE INC COM 037833100 4198 24352 SH SOLE 0 0 0 24352 AT&T INC COM 00206R102 291 12098 SH SOLE 0 0 0 12098 ATLANTICA SUSTAINABLE INFR P SHS G0751N103 4765 148912 SH SOLE 0 0 0 148912 AUTOMATIC DATA PROCESSING IN COM 053015103 1432 6943 SH SOLE 0 0 0 6943 BARRICK GOLD CORP COM 067901108 3943 205484 SH SOLE 0 0 0 205484 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 861 2735 SH SOLE 0 0 0 2735 BLACKROCK INC COM 09247X101 1312 1620 SH SOLE 0 0 0 1620 BLACKROCK MUNI INCOME TR II COM 09249N101 226 15983 SH SOLE 0 0 0 15983 BLACKROCK MUNICIPAL INCOME COM 09253X102 235 16612 SH SOLE 0 0 0 16612 BLOCK INC CL A 852234103 278 2556 SH SOLE 0 0 0 2556 BOEING CO COM 097023105 1234 5976 SH SOLE 0 0 0 5976 BROADCOM INC COM 11135F101 1416 2399 SH SOLE 0 0 0 2399 BUNGE LIMITED COM G16962105 9379 95604 SH SOLE 0 0 0 95604 CHENIERE ENERGY INC COM NEW 16411R208 3487 30576 SH SOLE 0 0 0 30576 COMERICA INC COM 200340107 4896 50455 SH SOLE 0 0 0 50455 DEERE & CO COM 244199105 4984 13490 SH SOLE 0 0 0 13490 DISNEY WALT CO COM 254687106 343 2416 SH SOLE 0 0 0 2416 ENBRIDGE INC COM 29250N105 371 8647 SH SOLE 0 0 0 8647 EXXON MOBIL CORP COM 30231G102 280 3436 SH SOLE 0 0 0 3436 FASTENAL CO COM 311900104 1356 24654 SH SOLE 0 0 0 24654 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 9272 366910 SH SOLE 0 0 0 366910 FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 359 7709 SH SOLE 0 0 0 7709 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 351 7335 SH SOLE 0 0 0 7335 FIRSTCASH HOLDINGS INC COM 33768G107 2426 34765 SH SOLE 0 0 0 34765 GLOBAL X FDS CLOUD COMPUTNG 37954Y442 573 25272 SH SOLE 0 0 0 25272 GLOBAL X FDS GLBL X MLP ETF 37954Y343 1299 32116 SH SOLE 0 0 0 32116 HOME DEPOT INC COM 437076102 1449 4029 SH SOLE 0 0 0 4029 ICICI BANK LIMITED ADR 45104G104 2589 120122 SH SOLE 0 0 0 120122 ILLINOIS TOOL WKS INC COM 452308109 1319 5762 SH SOLE 0 0 0 5762 INTEL CORP COM 458140100 420 8750 SH SOLE 0 0 0 8750 INTERCONTINENTAL EXCHANGE IN COM 45866F104 5300 40842 SH SOLE 0 0 0 40842 INTERNATIONAL BUSINESS MACHS COM 459200101 345 2513 SH SOLE 0 0 0 2513 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 1071 48615 SH SOLE 0 0 0 48615 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 348 2236 SH SOLE 0 0 0 2236 INVESCO EXCHANGE TRADED FD T INVESCO MSCI 46137V407 882 14920 SH SOLE 0 0 0 14920 INVESCO QQQ TR UNIT SER 1 46090E103 3306 9236 SH SOLE 0 0 0 9236 INVESCO SR INCOME TR COM 46131H107 472 106852 SH SOLE 0 0 0 106852 ISHARES INC MSCI EMRG CHN 46434G764 1369 22686 SH SOLE 0 0 0 22686 ISHARES TR MSCI INDIA ETF 46429B598 2784 61349 SH SOLE 0 0 0 61349 ISHARES TR ISHARES BIOTECH 464287556 205 1568 SH SOLE 0 0 0 1568 ISHARES TR U.S. FIN SVC ETF 464287770 518 2625 SH SOLE 0 0 0 2625 ISHARES TR CORE S&P500 ETF 464287200 256 567 SH SOLE 0 0 0 567 ISHARES TR MORTGE REL ETF 46435G342 643 19568 SH SOLE 0 0 0 19568 JPMORGAN CHASE & CO COM 46625H100 1153 7557 SH SOLE 0 0 0 7557 KRANESHARES TR GLOBAL CARB STRA 500767678 1013 18101 SH SOLE 0 0 0 18101 M & T BK CORP COM 55261F104 7910 44052 SH SOLE 0 0 0 44052 MARVELL TECHNOLOGY INC COM 573874104 220 3100 SH SOLE 0 0 0 3100 MEDTRONIC PLC SHS G5960L103 278 2705 SH SOLE 0 0 0 2705 MERCK & CO INC COM 58933Y105 4832 61511 SH SOLE 0 0 0 61511 META PLATFORMS INC CL A 30303M102 291 1228 SH SOLE 0 0 0 1228 MICROSOFT CORP COM 594918104 8211 26838 SH SOLE 0 0 0 26838 NETFLIX INC COM 64110L106 971 2367 SH SOLE 0 0 0 2367 NEXTERA ENERGY INC COM 65339F101 5128 67464 SH SOLE 0 0 0 67464 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 217 2946 SH SOLE 0 0 0 2946 NUVEEN AMT FREE MUN CR INC F COM 67071L106 209 13209 SH SOLE 0 0 0 13209 NUVEEN AMT FREE QLTY MUN INC COM 670657105 211 15086 SH SOLE 0 0 0 15086 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 314 20088 SH SOLE 0 0 0 20088 NUVEEN QUALITY MUNCP INCOME COM 67066V101 186 12851 SH SOLE 0 0 0 12851 NVIDIA CORPORATION COM 67066G104 4976 20460 SH SOLE 0 0 0 20460 PGIM HIGH YIELD BOND FUND IN COM 69346H100 5967 387981 SH SOLE 0 0 0 387981 PIMCO ETF TR ACTIVE BD ETF 72201R775 344 3234 SH SOLE 0 0 0 3234 SALESFORCE COM INC COM 79466L302 3498 15957 SH SOLE 0 0 0 15957 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 349 5097 SH SOLE 0 0 0 5097 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 629 7565 SH SOLE 0 0 0 7565 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 680 5140 SH SOLE 0 0 0 5140 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 852 18252 SH SOLE 0 0 0 18252 SIMON PPTY GROUP INC NEW COM 828806109 4318 29740 SH SOLE 0 0 0 29740 SOUTHERN COPPER CORP COM 84265V105 1053 16658 SH SOLE 0 0 0 16658 SPDR GOLD TR GOLD SHS 78463V107 3164 18739 SH SOLE 0 0 0 18739 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 814 18017 SH SOLE 0 0 0 18017 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1099 31272 SH SOLE 0 0 0 31272 SPDR S&P 500 ETF TR TR UNIT 78462F103 927 2066 SH SOLE 0 0 0 2066 SPDR SER TR PORTFOLI S&P1500 78464A805 6617 119965 SH SOLE 0 0 0 119965 SPDR SER TR PORTFOLIO AGRGTE 78464A649 2150 74867 SH SOLE 0 0 0 74867 SPDR SER TR BLOOMBERG CONV 78464A359 818 10675 SH SOLE 0 0 0 10675 SPDR SER TR PORTFLI TIPS ETF 78464A656 346 11507 SH SOLE 0 0 0 11507 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 14304 156487 SH SOLE 0 0 0 156487 SPDR SER TR S&P BK ETF 78464A797 908 16105 SH SOLE 0 0 0 16105 SPDR SER TR S&P DIVID ETF 78464A763 1056 8429 SH SOLE 0 0 0 8429 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 321 15608 SH SOLE 0 0 0 15608 SPDR SER TR BLOOMBERG SHT TE 78468R408 3182 119717 SH SOLE 0 0 0 119717 SPDR SER TR PORTFOLIO SHORT 78464A474 2734 89351 SH SOLE 0 0 0 89351 SPDR SER TR PORTFLI MORTGAGE 78464A383 351 14181 SH SOLE 0 0 0 14181 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1469 31770 SH SOLE 0 0 0 31770 TARGET CORP COM 87612E106 631 2946 SH SOLE 0 0 0 2946 TESLA INC COM 88160R101 1013 1097 SH SOLE 0 0 0 1097 TREACE MED CONCEPTS INC COM 89455T109 270 14597 SH SOLE 0 0 0 14597 UNION PAC CORP COM 907818108 1450 5983 SH SOLE 0 0 0 5983 VANGUARD INDEX FDS VALUE ETF 922908744 224 1527 SH SOLE 0 0 0 1527 VISA INC COM CL A 92826C839 7108 31124 SH SOLE 0 0 0 31124 WILLIAMS COS INC COM 969457100 318 10400 SH SOLE 0 0 0 10400