Vision Financial Markets LLC Incresed Positions in Q2 2025

Vision Financial Markets LLC

  • $106 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
1
+ 2.0%
$116.42 - $147.52 $116 - $148
51 $7.42M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 2.0%
$174.82 - $215.79 $175 - $216
51 $10.8M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
25
+ 2.42%
$7.19 - $8.75 $180 - $219
1.06K $9.27M
VUG
Vanguard Growth ETF

ETFs
1
+ 8.33%
$329.49 - $438.4 $329 - $438
13 $5.37M
CG
Carlyle Group Inc.

Financial Services
1
+ 0.99%
$34.78 - $51.4 $34.8 - $51.4
102 $5.22M
EPR
Epr Properties

Real Estate
1
+ 0.8%
$43.53 - $59.11 $43.5 - $59.1
126 $7.32M
MU
Micron Technology Inc

Technology
1
+ 5.0%
$64.72 - $127.91 $64.7 - $128
21 $2.47M
NUE
Nucor Corp

Basic Materials
1
+ 1.43%
$103.22 - $131.43 $103 - $131
71 $9.11M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 3.13%
$376.48 - $440.65 $376 - $441
33 $14.1M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 10.0%
$498.8 - $620.9 $499 - $621
11 $6.25M
HNDL
Strategy Shs

ETFs
9
+ 1.83%
$19.2 - $21.66 $173 - $195
500 $10.8M
UVE
Universal Insurance Holdings, Inc.

Financial Services
1
+ 0.99%
$21.25 - $28.47 $21.3 - $28.5
102 $2.81M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
8
+ 1.86%
$22.87 - $24.35 $183 - $195
438 $10.6M
GD
General Dynamics Corp

Industrials
1
+ 5.56%
$247.68 - $291.66 $248 - $292
19 $5.34M
SBLK
Star Bulk Carriers Corp.

Industrials
1
+ 0.5%
$12.66 - $17.4 $12.7 - $17.4
201 $3.46M
VTV
Vanguard Value ETF

ETFs
1
+ 1.25%
$153.67 - $176.74 $154 - $177
81 $14.2M
MGM
Mgm Resorts International

Consumer Cyclical
1
+ 1.61%
$25.79 - $34.95 $25.8 - $35
63 $2.13M
PAYC
Paycom Software, Inc.

Technology
1
+ 5.0%
$193.07 - $265.71 $193 - $266
21 $4.64M
BHM
Bluerock Homes Trust, Inc.
3
+ 1.58%
$9.55 - $12.81 $28.7 - $38.4
193 $2.41M
AM
Antero Midstream Corp

Energy
3
+ 1.48%
$15.88 - $18.99 $47.6 - $57
206 $3.89M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
6
+ 1.89%
$15.52 - $17.13 $93.1 - $103
324 $5.54M
FPE
First Tr Pfd Secs & Income ETF

ETFs
4
+ 1.29%
$16.93 - $17.81 $67.7 - $71.2
313 $5.57M
VTRS
Viatris Inc

Healthcare
6
+ 1.47%
$7.26 - $9.12 $43.6 - $54.7
413 $3.69M
WELL
Welltower Inc.

Real Estate
1
+ 0.92%
$136.49 - $155.22 $136 - $155
110 $16.8M
D
Dominion Energy, Inc

Utilities
2
+ 2.0%
$49.66 - $58.0 $99.3 - $116
102 $5.72M
HL
Hecla Mining CO

Basic Materials
1
+ 0.61%
$4.54 - $6.45 $4.54 - $6.45
166 $990K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 20.0%
N/A
6 $1.03M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
9
+ 2.22%
$3.84 - $4.48 $34.6 - $40.3
415 $1.82M
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 20.0%
$168.34 - $195.42 $168 - $195
6 $986K
EMB
Ishares Tr

ETFs
1
+ 20.0%
$86.54 - $92.62 $86.5 - $92.6
6 $474K
VB
Vanguard Small Cap ETF

ETFs
1
+ 100.0%
$193.73 - $237.37 $194 - $237
2 $238K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1
+ 4.17%
$49.57 - $50.27 $49.6 - $50.3
25 $1.21M
NRZ
New Residential Investment Corp.

Real Estate
3
+ 3.0%
N/A
103 $1.16M
GBIL
Goldman Sachs Access Treasury

ETFs
1
+ 16.67%
$99.83 - $100.19 $99.8 - $100
7 $612K
SSNC
Ss&C Technologies Holdings Inc

Technology
1
+ 50.0%
$71.96 - $83.42 $72 - $83.4
3 $167K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
1
+ 20.0%
$22.25 - $30.3 $22.3 - $30.3
6 $138K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
3
+ 2.11%
$31.07 - $32.25 $93.2 - $96.8
145 $4.59M
KNSL
Kinsale Capital Group, Inc.

Financial Services
1
+ 10.0%
$419.99 - $501.97 $420 - $502
11 $4.84M
FLNG
Flex Lng Ltd.

Energy
3
+ 3.7%
$20.21 - $24.88 $60.6 - $74.6
84 $1.83M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1
+ 14.29%
$21.02 - $26.3 $21 - $26.3
8 $149K
FREL
Fidelity Covington Tr Msci Rea

ETFs
2
+ 0.95%
$24.18 - $27.61 $48.4 - $55.2
212 $5.72M
AIG
American International Group, Inc.

Financial Services
1
+ 1.85%
$77.56 - $87.72 $77.6 - $87.7
55 $4.65M
GOGL
Golden Ocean Group LTD

Industrials
1
+ 0.98%
$6.48 - $8.39 $6.48 - $8.39
103 $751K
GNL
Global Net Lease, Inc.

Real Estate
7
+ 2.61%
$6.82 - $8.08 $47.7 - $56.6
275 $2.08M
AA
Alcoa Corp

Basic Materials
1
+ 1.0%
$22.57 - $30.84 $22.6 - $30.8
101 $2.97M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1
+ 0.35%
$37.08 - $42.26 $37.1 - $42.3
283 $11.7M
ABR
Arbor Realty Trust Inc

Real Estate
7
+ 3.38%
$8.92 - $11.89 $62.4 - $83.2
214 $2.28M
FENY
Fidelity Covington Tr Msci Ene

ETFs
1
+ 0.99%
$20.83 - $25.75 $20.8 - $25.8
102 $2.39M
PFG
Principal Financial Group Inc

Financial Services
2
+ 2.74%
$69.56 - $86.19 $139 - $172
75 $5.89M
Activity Summary
Buys All Purchases 142 New Holdings 24 Increased Positions 118 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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