Vision Financial Markets LLC Reduced Holdings in Q1 2025

Vision Financial Markets LLC

  • $91.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
-2.06K
- 99.23%
$377.84 - $464.11 $778K - $956K
16 $6.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-354
- 2.11%
$468.34 - $539.52 $166K - $191K
16.4K $7.69B
SPY
Spdr S&P 500 ETF Trust

ETFs
-454
- 3.16%
$551.42 - $612.93 $250K - $278K
13.9K $7.79B
RH
Rh

Consumer Cyclical
-25
- 1.95%
$216.63 - $454.52 $5.42K - $11.4K
1.26K $295M
PFE
Pfizer Inc

Healthcare
-2.44K
- 22.92%
$25.01 - $27.13 $61.1K - $66.3K
8.22K $208M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-143
- 81.71%
$408.78 - $448.82 $58.5K - $64.2K
32 $13.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1K
- 10.0%
$51.52 - $52.37 $51.5K - $52.4K
9K $471M
MET
Metlife Inc

Financial Services
-198
- 1.95%
$77.7 - $87.0 $15.4K - $17.2K
9.93K $798M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-200
- 30.4%
$65.15 - $91.81 $13K - $18.4K
458 $29.9M
NFLX
Netflix Inc

Communication Services
-25
- 28.74%
$828.4 - $1058.6 $20.7K - $26.5K
62 $57.8M
LOW
Lowes Companies Inc

Consumer Cyclical
-66
- 25.19%
$222.66 - $268.42 $14.7K - $17.7K
196 $45.7M
DIS
Walt Disney CO

Communication Services
-100
- 28.57%
$96.87 - $114.0 $9.69K - $11.4K
250 $24.7M
QCOM
Qualcomm Inc

Technology
-75
- 6.12%
$151.94 - $175.86 $11.4K - $13.2K
1.15K $177M
AAP
Advance Auto Parts Inc

Consumer Cyclical
-100
- 11.31%
$33.63 - $49.79 $3.36K - $4.98K
784 $30.7M
SQ
Block, Inc.

Technology
-45
- 28.3%
$54.04 - $92.95 $2.43K - $4.18K
114 $6.19M
COIN
Coinbase Global, Inc.

Technology
-20
- 40.0%
$172.23 - $301.3 $3.44K - $6.03K
30 $5.17M
AFL
Aflac Inc

Financial Services
-400
- 7.41%
$100.99 - $111.19 $40.4K - $44.5K
5K $556M
SBUX
Starbucks Corp

Consumer Cyclical
-250
- 7.56%
$91.75 - $115.81 $22.9K - $29K
3.06K $300M
VUG
Vanguard Growth ETF

ETFs
-1
- 7.69%
$369.1 - $427.61 $369 - $428
12 $4.54M
STWD
Starwood Property Trust, Inc.

Real Estate
-750
- 1.65%
$18.41 - $20.53 $13.8K - $15.4K
44.7K $884M
KO
Coca Cola CO

Consumer Defensive
-345
- 6.7%
$60.81 - $72.32 $21K - $25K
4.81K $344M
V
Visa Inc.

Financial Services
-35
- 2.8%
$306.92 - $362.71 $10.7K - $12.7K
1.22K $426M
JNJ
Johnson & Johnson

Healthcare
-500
- 9.3%
$142.06 - $167.7 $71K - $83.9K
4.88K $808M
MCD
Mcdonalds Corp

Consumer Cyclical
-100
- 3.17%
$279.74 - $321.29 $28K - $32.1K
3.05K $954M
JPM
Jpmorgan Chase & CO

Financial Services
-78
- 0.46%
$225.19 - $279.95 $17.6K - $21.8K
16.7K $4.1B
ED
Consolidated Edison Inc

Utilities
-100
- 2.03%
$88.0 - $110.59 $8.8K - $11.1K
4.83K $534M
CVS
Cvs Health Corp

Healthcare
-174
- 3.03%
$44.22 - $68.64 $7.69K - $11.9K
5.57K $377M
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
Track This Portfolio

Track Vision Financial Markets LLC Portfolio

Follow Vision Financial Markets LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vision Financial Markets LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vision Financial Markets LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email