Vision Financial Markets LLC Incresed Positions in Q1 2025

Vision Financial Markets LLC

  • $91.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BITO
Proshares Tr Bitcoin Strategy

ETFs
40.9K
+ 252.53%
$17.57 - $25.81 $719K - $1.06M
57.1K $1.05B
O
Realty Income Corp

Real Estate
10.4K
+ 945.45%
$51.67 - $58.49 $537K - $608K
11.5K $667M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
80
+ 1.17%
$442.66 - $534.52 $35.4K - $42.8K
6.9K $3.67B
NVDA
Nvidia Corp

Technology
4.81K
+ 1711.03%
$106.98 - $149.43 $514K - $718K
5.09K $551M
MO
Altria Group, Inc.

Consumer Defensive
5.9K
+ 2950.0%
$50.81 - $60.02 $300K - $354K
6.1K $366M
T
At&T Inc.

Communication Services
1
+ 0.0%
$21.56 - $28.28 $21.6 - $28.3
29.6K $837M
Annaly Capital Management In
7.1K
+ 1577.78%
N/A
7.55K $153M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.8K
+ 1.74%
N/A
105K $5.27B
VZ
Verizon Communications Inc

Communication Services
103
+ 0.55%
$37.81 - $46.49 $3.89K - $4.79K
18.8K $855M
PLTR
Palantir Technologies Inc.

Technology
1.1K
+ 113.24%
$64.98 - $124.62 $71.2K - $136K
2.06K $174M
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 3.08%
$890.62 - $1076.86 $35.6K - $43.1K
1.34K $1.27B
META
Meta Platforms, Inc.

Communication Services
75
+ 19.04%
$576.36 - $736.67 $43.2K - $55.3K
469 $270M
XOM
Exxon Mobil Corp

Energy
18
+ 0.55%
$105.44 - $118.93 $1.9K - $2.14K
3.27K $389M
GE
General Electric CO

Industrials
2
+ 0.19%
$168.59 - $212.13 $337 - $424
1.08K $215M
GS
Goldman Sachs Group Inc

Financial Services
75
+ 17.01%
$524.81 - $672.19 $39.4K - $50.4K
516 $282M
GLD
Spdr Gold Trust

ETFs
25
+ 6.25%
$243.19 - $288.14 $6.08K - $7.2K
425 $122M
BMY
Bristol Myers Squibb CO

Healthcare
345
+ 34.5%
$53.9 - $63.11 $18.6K - $21.8K
1.35K $82M
CRM
Salesforce, Inc.

Technology
168
+ 54.19%
$268.36 - $359.95 $45.1K - $60.5K
478 $128M
PG
Procter & Gamble CO

Consumer Defensive
51
+ 3.38%
$158.56 - $176.26 $8.09K - $8.99K
1.56K $266M
MA
Mastercard Inc

Financial Services
1
+ 0.22%
$504.67 - $576.31 $505 - $576
451 $247M
WFC
Wells Fargo & Company

Financial Services
121
+ 15.8%
$66.78 - $81.42 $8.08K - $9.85K
887 $63.7M
CL
Colgate Palmolive CO

Consumer Defensive
91
+ 91.0%
$85.68 - $97.5 $7.8K - $8.87K
191 $17.8M
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.6%
$114.1 - $135.66 $342 - $407
500 $66.2M
JCI
Johnson Controls International PLC

Industrials
100
+ 39.68%
$76.12 - $90.6 $7.61K - $9.06K
352 $28.2M
KMI
Kinder Morgan, Inc.

Energy
101
+ 2.17%
$26.1 - $31.22 $2.64K - $3.15K
4.76K $136M
VICI
Vici Properties Inc.

Real Estate
204
+ 89.08%
$28.21 - $32.68 $5.75K - $6.67K
433 $14.1M
OKE
Oneok Inc

Energy
101
+ 4.04%
$89.57 - $109.85 $9.05K - $11.1K
2.6K $258M
USB
Us Bancorp \De\

Financial Services
176
+ 112.82%
$40.92 - $50.9 $7.2K - $8.96K
332 $14M
ENB
Enbridge Inc

Energy
100
+ 9.0%
$41.54 - $45.45 $4.15K - $4.55K
1.21K $53.7M
ORCL
Oracle Corp

Technology
61
+ 59.8%
$139.81 - $186.47 $8.53K - $11.4K
163 $22.8M
SCHW
Schwab Charles Corp

Financial Services
56
+ 30.27%
$71.24 - $83.64 $3.99K - $4.68K
241 $18.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
12
+ 0.48%
$79.17 - $82.04 $950 - $984
2.51K $205M
Ishares Bitcoin Trust ETF
150
+ 32.33%
N/A
614 $28.7M
DELL
Dell Technologies Inc.

Technology
101
+ 44.3%
$90.34 - $124.66 $9.12K - $12.6K
329 $29.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
120
+ 50.0%
$47.79 - $59.89 $5.73K - $7.19K
360 $18.1M
VTV
Vanguard Value ETF

ETFs
16
+ 25.0%
$167.73 - $179.21 $2.68K - $2.87K
80 $13.8M
XLE
Energy Sector Spdr

ETFs
1
+ 0.41%
$85.7 - $93.96 $85.7 - $94
242 $22.5M
FVRR
Fiverr International Ltd.

Communication Services
50
+ 250.0%
$23.68 - $34.44 $1.18K - $1.72K
70 $1.66M
SCI
Service Corp International

Consumer Cyclical
3
+ 0.47%
$75.99 - $84.16 $228 - $252
648 $52M
OHI
Omega Healthcare Investors Inc

Real Estate
8
+ 1.83%
$35.7 - $38.33 $286 - $307
445 $16.9M
XLU
Utilities Sector Spdr

ETFs
1
+ 1.64%
$74.7 - $80.27 $74.7 - $80.3
62 $4.83M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
24
+ 2.37%
$8.11 - $8.58 $195 - $206
1.04K $8.42M
FREL
Fidelity Covington Tr Msci Rea

ETFs
2
+ 0.96%
$25.98 - $28.59 $52 - $57.2
210 $5.75M
HNDL
Strategy Shs

ETFs
9
+ 1.87%
$20.7 - $21.8 $186 - $196
491 $10.3M
FPE
First Tr Pfd Secs & Income ETF

ETFs
5
+ 1.64%
$17.53 - $17.87 $87.7 - $89.4
309 $5.43M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
1
+ 0.71%
$32.39 - $34.01 $32.4 - $34
142 $4.6M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2
+ 0.63%
$16.76 - $17.69 $33.5 - $35.4
318 $5.32M
ETSY
Etsy Inc

Consumer Cyclical
20
+ 10.0%
$44.4 - $57.29 $888 - $1.15K
220 $10.4M
BAC
Bank Of America Corp

Financial Services
1
+ 0.46%
$39.61 - $47.74 $39.6 - $47.7
218 $9.07M
Activity Summary
Buys All Purchases 276 New Holdings 213 Increased Positions 63 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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