Vernal Point Advisors, LLC Top Holdings and 13F Report (2025) About Vernal Point Advisors, LLCInvestment ActivityVernal Point Advisors, LLC has $145.54 million in total holdings as of December 31, 2024.Vernal Point Advisors, LLC owns shares of 19 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 13.50% of the portfolio was purchased this quarter.About 0.39% of the portfolio was sold this quarter.This quarter, Vernal Point Advisors, LLC has purchased 20 new stocks and bought additional shares in 9 stocks.Vernal Point Advisors, LLC sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total World Stock ETF $45,108,884Vanguard Short-Term Treasury Index ETF $41,487,333Vanguard Intermediate-Term Treasury Index ETF $10,360,392Vanguard Total Stock Market ETF $10,017,572iShares Core U.S. Aggregate Bond ETF $7,800,145 Largest Purchases this Quarter Vanguard Total World Stock ETF 71,810 shares (about $8.44M)Vanguard Short-Term Treasury Index ETF 128,182 shares (about $7.46M)iShares Core U.S. Aggregate Bond ETF 10,334 shares (about $1.00M)Vanguard Intermediate-Term Treasury Index ETF 17,235 shares (about $999.63K)Schwab US Large-Cap ETF 33,204 shares (about $769.67K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 16 shares (about $9.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVernal Point Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVanguard Total World Stock ETF$45,108,884$8,436,233 ▲23.0%383,97131.0%ETFVGSHVanguard Short-Term Treasury Index ETF$41,487,333$7,457,627 ▲21.9%713,08628.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$10,360,392$999,633 ▲10.7%178,6277.1%ETFVTIVanguard Total Stock Market ETF$10,017,572$306,909 ▲3.2%34,5666.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,800,145$1,001,363 ▲14.7%80,4975.4%FinanceSHYiShares 1-3 Year Treasury Bond ETF$6,754,5780.0%82,3934.6%ManufacturingEMLPFirst Trust North American Energy Infrastructure Fund$5,541,189$354,005 ▲6.8%155,4333.8%ETFVOOVanguard S&P 500 ETF$5,187,5880.0%9,6283.6%ETFVXUSVanguard Total International Stock ETF$2,691,451$206,550 ▲8.3%45,6721.8%ETFIEIiShares 3-7 Year Treasury Bond ETF$2,393,0410.0%20,7101.6%ETFMBBiShares MBS ETF$1,741,9200.0%19,0001.2%ETFQQQInvesco QQQ$1,551,5830.0%3,0351.1%FinanceVNQVanguard Real Estate ETF$1,229,7490.0%13,8050.8%ETFSCHXSchwab US Large-Cap ETF$1,154,503$769,669 ▲200.0%49,8060.8%ETFSPYSPDR S&P 500 ETF Trust$1,084,356$9,409 ▼-0.9%1,8440.7%FinanceSHViShares Short Treasury Bond ETF$425,7950.0%3,8670.3%ETFSPGMSPDR Portfolio MSCI Global Stock Market ETF$407,5290.0%6,4350.3%ETFXBISPDR S&P Biotech ETF$368,3450.0%4,0900.3%ETFSCHFSchwab International Equity ETF$233,470$116,735 ▲100.0%12,6200.2%ETFABNBAirbnb$0$565,319 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
