Envision Financial LLC Purchases and Sells in Q2 2025

Envision Financial LLC

$150 Billion
Q2 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	51.4K + 31.5%	$50.28 - $50.47 $2.58M - $2.59M	215K $10.8B
VOO	895 + 3.02%	$456.74 - $568.03 $409K - $508K	30.5K $17.3B
VTEB	35.8K + 385.06%	$48.13 - $49.85 $1.72M - $1.78M	45.1K $2.21B
SCHF	1.66K + 0.3%	$17.76 - $22.1 $29.4K - $36.6K	545K $12B
SCHX	2.93K + 0.57%	$19.6 - $24.44 $57.5K - $71.7K	519K $12.7B
VO	2.23K + 10.05%	$228.54 - $279.83 $509K - $623K	24.4K $6.83B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHY	7.78K New	$82.21 - $83.12 $640K - $647K	7.78K $645M
PAVE	12.7K New	$33.78 - $43.68 $430K - $556K	12.7K $554M
EWJ	6.02K New	$61.32 - $75.28 $369K - $453K	6.02K $452M
NATIXIS ETF TR	7.01K New	N/A	7.01K $376M
AVEM	3.96K New	$53.08 - $68.54 $210K - $271K	3.96K $271M

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	-1.77K - 7.21%	$96.84 - $99.46 $172K - $176K	22.8K $2.26B
FTGC	-3.03K - 9.04%	$23.09 - $25.91 $69.8K - $78.4K	30.4K $750M
FTCS	-1.35K - 5.14%	$81.6 - $92.39 $110K - $125K	24.9K $2.27B
AMLP	-383 - 5.4%	$45.07 - $52.57 $17.3K - $20.1K	6.71K $328M
DON	-991 - 2.42%	$43.28 - $50.37 $42.9K - $49.9K	40K $2.01B
VTIP	-518 - 4.33%	$49.57 - $50.27 $25.7K - $26K	11.4K $575M

Activity Summary All Purchases 27 New Holdings 5 Increased Positions 22 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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