Vision Financial Markets LLC New Holdings in Q1 2025

Vision Financial Markets LLC

  • $91.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NEP
Nextera Energy Partners, LP

Utilities
800
New
$8.38 - $18.87 $6.7K - $15.1K
800 $7.6M
TPR
Tapestry, Inc.

Consumer Cyclical
101
New
$65.63 - $89.21 $6.63K - $9.01K
101 $7.07M
ZS
Zscaler, Inc.

Technology
35
New
$181.66 - $216.87 $6.36K - $7.59K
35 $6.95M
MPLX
Mplx LP

Energy
125
New
$47.88 - $54.65 $5.99K - $6.83K
125 $6.69M
CAT
Caterpillar Inc

Industrials
20
New
$326.75 - $407.63 $6.54K - $8.15K
20 $6.62M
EPR
Epr Properties

Real Estate
125
New
$43.98 - $53.81 $5.5K - $6.73K
125 $6.58M
XLI
Industrial Sector Spdr

ETFs
50
New
$128.78 - $141.67 $6.44K - $7.08K
50 $6.57M
DFS
Discover Financial Services

Financial Services
35
New
$152.99 - $203.25 $5.35K - $7.11K
35 $6M
IVV
Ishares Core S&P 500 ETF

ETFs
10
New
$554.06 - $615.85 $5.54K - $6.16K
10 $5.64M
NET
Cloudflare, Inc.

Technology
50
New
$110.71 - $176.5 $5.54K - $8.83K
50 $5.64M
XPO
Xpo Logistics, Inc.

Industrials
50
New
$106.12 - $148.16 $5.31K - $7.41K
50 $5.38M
Neos ETF Trust
106
New
N/A
106 $5.27M
Fidelity Wise Origin Bitcoin
70
New
N/A
70 $5.04M
KNSL
Kinsale Capital Group, Inc.

Financial Services
10
New
$416.48 - $494.72 $4.16K - $4.95K
10 $4.87M
AMZA
Etfis Ser Tr I

ETFs
102
New
$43.54 - $48.7 $4.44K - $4.97K
102 $4.84M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
100
New
$47.25 - $67.02 $4.73K - $6.7K
100 $4.76M
GWRE
Guidewire Software, Inc.

Technology
25
New
$166.74 - $218.22 $4.17K - $5.46K
25 $4.68M
AX
Axos Financial, Inc.

Financial Services
70
New
$61.63 - $73.1 $4.31K - $5.12K
70 $4.52M
CG
Carlyle Group Inc.

Financial Services
101
New
$40.03 - $56.96 $4.04K - $5.75K
101 $4.39M
PAYC
Paycom Software, Inc.

Technology
20
New
$199.42 - $225.82 $3.99K - $4.52K
20 $4.38M
EXAS
Exact Sciences Corp

Healthcare
100
New
$43.04 - $58.51 $4.3K - $5.85K
100 $4.33M
HOOD
Robinhood Markets, Inc.

Technology
100
New
$35.63 - $65.28 $3.56K - $6.53K
100 $4.16M
TTD
Trade Desk, Inc.

Technology
75
New
$53.59 - $126.58 $4.02K - $9.49K
75 $4.1M
SHOP
Shopify Inc.

Technology
40
New
$90.59 - $129.31 $3.62K - $5.17K
40 $3.82M
SNOW
Snowflake Inc.

Technology
25
New
$146.16 - $192.78 $3.65K - $4.82K
25 $3.65M
AM
Antero Midstream Corp

Energy
203
New
$15.47 - $18.04 $3.14K - $3.66K
203 $3.65M
WD
Walker & Dunlop, Inc.

Financial Services
41
New
$82.09 - $96.76 $3.37K - $3.97K
41 $3.44M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
20
New
$161.27 - $192.3 $3.23K - $3.85K
20 $3.23M
SBLK
Star Bulk Carriers Corp.

Industrials
200
New
$14.35 - $17.15 $2.87K - $3.43K
200 $3.11M
AA
Alcoa Corp

Basic Materials
100
New
$30.5 - $39.53 $3.05K - $3.95K
100 $3.06M
DDOG
Datadog, Inc.

Technology
30
New
$98.68 - $151.89 $2.96K - $4.56K
30 $2.98M
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
102
New
N/A
102 $2.93M
APPN
Appian Corp

Technology
100
New
$28.81 - $37.23 $2.88K - $3.72K
100 $2.88M
CARS
Cars.Com Inc.

Consumer Cyclical
250
New
$11.14 - $18.86 $2.79K - $4.72K
250 $2.82M
FENY
Fidelity Covington Tr Msci Ene

ETFs
101
New
$23.24 - $26.16 $2.35K - $2.64K
101 $2.57M
FEMY
Femasys Inc

Healthcare
2K
New
$1.05 - $1.69 $2.1K - $3.38K
2K $2.5M
PCRX
Pacira Bio Sciences, Inc.

Healthcare
100
New
$18.33 - $27.25 $1.83K - $2.73K
100 $2.49M
ABR
Arbor Realty Trust Inc

Real Estate
207
New
$11.68 - $13.98 $2.42K - $2.89K
207 $2.43M
UVE
Universal Insurance Holdings, Inc.

Financial Services
101
New
$18.91 - $23.7 $1.91K - $2.39K
101 $2.39M
PINS
Pinterest, Inc.

Communication Services
75
New
$29.79 - $40.0 $2.23K - $3K
75 $2.33M
ASTS
Ast Space Mobile, Inc.

Communication Services
100
New
$17.72 - $33.8 $1.77K - $3.38K
100 $2.27M
ZM
Zoom Video Communications, Inc.

Technology
30
New
$72.23 - $88.64 $2.17K - $2.66K
30 $2.21M
IONQ
Ion Q, Inc.

Technology
100
New
$18.27 - $51.07 $1.83K - $5.11K
100 $2.21M
CPNG
Coupang, Inc.

Consumer Cyclical
100
New
$21.34 - $25.52 $2.13K - $2.55K
100 $2.19M
GNL
Global Net Lease, Inc.

Real Estate
268
New
$6.91 - $8.26 $1.85K - $2.21K
268 $2.16M
AVNW
Aviat Networks, Inc.

Technology
110
New
$18.08 - $26.35 $1.99K - $2.9K
110 $2.11M
AI
C3.Ai, Inc.

Technology
100
New
$20.92 - $36.93 $2.09K - $3.69K
100 $2.11M
FOUR
Shift4 Payments, Inc.

Technology
25
New
$81.71 - $125.66 $2.04K - $3.14K
25 $2.04M
RIET
ETF Ser Solutions Hoya Capital

ETFs
304
New
$9.79 - $10.5 $2.98K - $3.19K
304 $2.04M
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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