Envision Financial LLC Purchases in Q2 2025

Envision Financial LLC

  • $150 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
51.4K
+ 31.5%
$50.28 - $50.47 $2.58M - $2.59M
215K $10.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
895
+ 3.02%
$456.74 - $568.03 $409K - $508K
30.5K $17.3B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
35.8K
+ 385.06%
$48.13 - $49.85 $1.72M - $1.78M
45.1K $2.21B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.66K
+ 0.3%
$17.76 - $22.1 $29.4K - $36.6K
545K $12B
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.93K
+ 0.57%
$19.6 - $24.44 $57.5K - $71.7K
519K $12.7B
VO
Vanguard Mid Cap ETF

ETFs
2.23K
+ 10.05%
$228.54 - $279.83 $509K - $623K
24.4K $6.83B
FNDX
Schwab Fundamental U S Large C

ETFs
4.37K
+ 0.74%
$20.84 - $24.54 $91.1K - $107K
595K $14.6B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.78K
New
$82.21 - $83.12 $640K - $647K
7.78K $645M
PAVE
Global X Fds Us Infrastructure

ETFs
12.7K
New
$33.78 - $43.68 $430K - $556K
12.7K $554M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.21K
+ 8.69%
$79.56 - $82.92 $414K - $432K
65.1K $5.4B
IEFA
Ishares Tr

ETFs
2.8K
+ 11.18%
$67.83 - $84.09 $190K - $235K
27.8K $2.32B
Natixis ETF Tr
7.01K
New
N/A
7.01K $376M
VB
Vanguard Small Cap ETF

ETFs
989
+ 11.71%
$193.73 - $237.37 $192K - $235K
9.44K $2.24B
RDVY
First Trust Rising Dividend Ac

ETFs
1.04K
+ 1.51%
$51.6 - $62.74 $53.4K - $64.9K
69.5K $4.36B
DWM
Wisdomtree Tr

ETFs
574
+ 1.09%
$52.06 - $63.91 $29.9K - $36.7K
53K $3.37B
UITB
Usaa ETF Tr Core Intermediate

ETFs
5.73K
+ 3.98%
$45.95 - $47.33 $263K - $271K
150K $7.04B
AVEM
American Centy ETF Tr Avantis

ETFs
3.96K
New
$53.08 - $68.54 $210K - $271K
3.96K $271M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.03%
$498.8 - $620.9 $499 - $621
3.83K $2.38B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.28K
+ 6.9%
$19.1 - $23.83 $62.6K - $78K
50.8K $1.21B
MUB
Ishares National Muni Bond ETF

ETFs
1.47K
+ 25.97%
$102.31 - $105.8 $150K - $155K
7.13K $745M
SUB
Ishares Short Term National Mu

ETFs
1.28K
+ 43.97%
$104.77 - $106.34 $134K - $136K
4.18K $444M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
106
+ 1.18%
$59.57 - $75.11 $6.31K - $7.96K
9.13K $686M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
12
+ 0.1%
$51.81 - $61.79 $622 - $741
12.4K $766M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.02%
$51.16 - $62.02 $51.2 - $62
6.12K $380M
AAPL
Apple Inc.

Technology
257
+ 11.1%
$172.42 - $223.89 $44.3K - $57.5K
2.57K $528M
USRT
Ishares Core U.S. Reit ETF

ETFs
1.05K
+ 2.13%
$50.37 - $57.97 $52.7K - $60.7K
50.3K $2.85B
Activity Summary
Buys All Purchases 27 New Holdings 5 Increased Positions 22 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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