Vision Financial Markets LLC Purchases in Q4 2024

Vision Financial Markets LLC

  • $93.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
16.7K
New
$481.22 - $538.17 $8.06M - $9.01M
16.7K $8.56B
SPY
Spdr S&P 500 ETF Trust

ETFs
14.4K
New
$567.81 - $607.81 $8.16M - $8.74M
14.4K $8.43B
AAPL
Apple Inc.

Technology
31.1K
New
$221.69 - $259.02 $6.89M - $8.05M
31.1K $7.78B
AZO
Autozone Inc

Consumer Cyclical
1.93K
New
$2981.19 - $3370.27 $5.76M - $6.51M
1.93K $6.19B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
103K
New
N/A
103K $5.16B
AMZN
Amazon Com Inc

Consumer Cyclical
18.5K
New
$180.88 - $232.93 $3.35M - $4.31M
18.5K $4.06B
JPM
Jpmorgan Chase & CO

Financial Services
16.8K
New
$205.18 - $250.29 $3.44M - $4.2M
16.8K $4.02B
CME
Cme Group Inc.

Financial Services
15.8K
New
$221.17 - $246.02 $3.49M - $3.89M
15.8K $3.67B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.82K
New
$442.29 - $483.08 $3.02M - $3.29M
6.82K $3.09B
WSM
Williams Sonoma Inc

Consumer Cyclical
13.8K
New
$129.13 - $198.21 $1.78M - $2.74M
13.8K $2.56B
HD
Home Depot, Inc.

Consumer Cyclical
6.44K
New
$385.02 - $431.37 $2.48M - $2.78M
6.44K $2.51B
TSLA
Tesla, Inc.

Consumer Cyclical
4.54K
New
$213.65 - $479.86 $970K - $2.18M
4.54K $1.83B
SHAK
Shake Shack Inc.

Consumer Cyclical
11.3K
New
$101.73 - $138.76 $1.15M - $1.57M
11.3K $1.47B
Blackrock Inc
1.4K
New
N/A
1.4K $1.44B
WM
Waste Management Inc

Industrials
6.39K
New
$201.79 - $228.46 $1.29M - $1.46M
6.39K $1.29B
COST
Costco Wholesale Corp

Consumer Defensive
1.3K
New
$873.59 - $994.69 $1.14M - $1.29M
1.3K $1.19B
MSFT
Microsoft Corp

Technology
2.68K
New
$406.35 - $454.46 $1.09M - $1.22M
2.68K $1.13B
ADBE
Adobe Inc.

Technology
2.08K
New
$437.39 - $552.96 $908K - $1.15M
2.08K $923M
MCD
Mcdonalds Corp

Consumer Cyclical
3.15K
New
$288.47 - $316.54 $910K - $998K
3.15K $914M
STWD
Starwood Property Trust, Inc.

Real Estate
45.5K
New
$18.95 - $20.37 $861K - $926K
45.5K $861M
MET
Metlife Inc

Financial Services
10.1K
New
$78.15 - $88.25 $792K - $894K
10.1K $830M
JNJ
Johnson & Johnson

Healthcare
5.38K
New
$143.34 - $165.86 $770K - $891K
5.38K $777M
LMT
Lockheed Martin Corp

Industrials
1.6K
New
$479.66 - $614.62 $767K - $983K
1.6K $777M
VZ
Verizon Communications Inc

Communication Services
18.7K
New
$39.6 - $45.21 $742K - $847K
18.7K $749M
RL
Ralph Lauren Corp

Consumer Cyclical
3.1K
New
$192.23 - $233.41 $596K - $724K
3.1K $716M
GOOG
Alphabet Inc.

Communication Services
3.67K
New
$163.08 - $198.16 $599K - $727K
3.67K $699M
T
At&T Inc.

Communication Services
29.6K
New
$21.22 - $23.88 $628K - $707K
29.6K $674M
WMT
Walmart Inc.

Consumer Defensive
6.51K
New
$79.1 - $95.7 $515K - $623K
6.51K $588M
AFL
Aflac Inc

Financial Services
5.4K
New
$100.37 - $115.27 $542K - $622K
5.4K $559M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10K
New
$51.54 - $52.55 $515K - $526K
10K $517M
RH
Rh

Consumer Cyclical
1.29K
New
$311.9 - $446.04 $401K - $573K
1.29K $506M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5K
New
$96.64 - $101.23 $483K - $506K
5K $485M
WMB
Williams Companies, Inc.

Energy
8.6K
New
$46.37 - $59.74 $399K - $514K
8.6K $465M
ED
Consolidated Edison Inc

Utilities
4.93K
New
$88.87 - $107.38 $438K - $529K
4.93K $440M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4K
New
$106.56 - $113.11 $426K - $452K
4K $427M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.8K
New
$71.75 - $75.11 $416K - $435K
5.8K $417M
V
Visa Inc.

Financial Services
1.25K
New
$273.87 - $320.91 $342K - $401K
1.25K $395M
UPS
United Parcel Service Inc

Industrials
3.11K
New
$122.65 - $138.35 $382K - $430K
3.11K $392M
CVX
Chevron Corp

Energy
2.7K
New
$141.15 - $162.53 $380K - $438K
2.7K $390M
BITO
Proshares Tr Bitcoin Strategy

ETFs
16.2K
New
$16.99 - $27.42 $275K - $444K
16.2K $369M
DEO
Diageo PLC

Consumer Defensive
2.82K
New
$118.0 - $139.88 $332K - $394K
2.82K $358M
XOM
Exxon Mobil Corp

Energy
3.26K
New
$105.51 - $125.37 $344K - $408K
3.26K $350M
KO
Coca Cola CO

Consumer Defensive
5.15K
New
$61.74 - $71.71 $318K - $369K
5.15K $321M
KHC
Kraft Heinz CO

Consumer Defensive
9.85K
New
$30.1 - $36.02 $296K - $355K
9.85K $302M
SBUX
Starbucks Corp

Consumer Cyclical
3.31K
New
$87.44 - $102.5 $289K - $339K
3.31K $302M
TXN
Texas Instruments Inc

Technology
1.53K
New
N/A
1.53K $286M
PFE
Pfizer Inc

Healthcare
10.7K
New
$24.8 - $30.19 $264K - $322K
10.7K $283M
SYY
Sysco Corp

Consumer Defensive
3.38K
New
$73.63 - $81.77 $249K - $276K
3.38K $258M
CVS
Cvs Health Corp

Healthcare
5.75K
New
$43.78 - $67.46 $252K - $388K
5.75K $258M
Activity Summary
Buys All Purchases 231 New Holdings 231 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 2 Puts 0
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