Vision Capital Management, Inc. Incresed Positions in Q1 2025

Vision Capital Management, Inc.

  • $684 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
76.2K
+ 30.6%
$102.49 - $119.96 $7.81M - $9.14M
325K $34M
VEA
Vanguard Ftse Developed Market

ETFs
33.1K
+ 3.14%
$47.4 - $52.99 $1.57M - $1.75M
1.09M $55.3M
IAU
Ishares Gold Trust

ETFs
12.6K
+ 3.44%
$49.74 - $58.96 $625K - $741K
378K $22.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
42.4K
+ 8.52%
$42.5 - $46.71 $1.8M - $1.98M
541K $24.5M
BAC
Bank Of America Corp

Financial Services
42.2K
+ 75.58%
$39.61 - $47.74 $1.67M - $2.01M
98K $4.09M
AMGN
Amgen Inc

Healthcare
371
+ 1.28%
$258.59 - $327.36 $95.9K - $121K
29.3K $9.13M
JNJ
Johnson & Johnson

Healthcare
2.41K
+ 4.36%
$142.06 - $167.7 $343K - $404K
57.7K $9.57M
LQD
Ishares Iboxx $ Investment Gra

ETFs
10.8K
+ 7.31%
$105.1 - $109.61 $1.13M - $1.18M
158K $17.2M
QCOM
Qualcomm Inc

Technology
9.32K
+ 25.76%
$151.94 - $175.86 $1.42M - $1.64M
45.5K $6.99M
COST
Costco Wholesale Corp

Consumer Defensive
1.1K
+ 12.38%
$890.62 - $1076.86 $983K - $1.19M
10K $9.48M
WSO
Watsco Inc

Industrials
1.13K
+ 6.75%
$463.86 - $530.75 $523K - $599K
17.8K $9.07M
CVS
Cvs Health Corp

Healthcare
985
+ 2.29%
$44.22 - $68.64 $43.6K - $67.6K
43.9K $2.98M
SBUX
Starbucks Corp

Consumer Cyclical
4.76K
+ 5.74%
$91.75 - $115.81 $437K - $552K
87.8K $8.61M
PGR
Progressive Corp

Financial Services
25
+ 0.11%
$235.61 - $291.22 $5.89K - $7.28K
23.2K $6.58M
BR
Broadridge Financial Solutions, Inc.

Technology
91
+ 0.24%
$221.46 - $244.83 $20.2K - $22.3K
37.6K $9.13M
JPM
Jpmorgan Chase & CO

Financial Services
2.18K
+ 30.79%
$225.19 - $279.95 $490K - $609K
9.24K $2.27M
NEE
Nextera Energy Inc

Utilities
8.29K
+ 15.98%
$66.96 - $76.16 $555K - $631K
60.1K $4.26M
WMT
Walmart Inc.

Consumer Defensive
4.5K
+ 150.1%
$84.5 - $105.05 $380K - $473K
7.5K $658K
HD
Home Depot, Inc.

Consumer Cyclical
1K
+ 68.63%
$347.25 - $424.87 $347K - $425K
2.46K $900K
ADP
Automatic Data Processing Inc

Industrials
1K
+ 60.46%
$286.85 - $318.64 $287K - $319K
2.65K $810K
CVX
Chevron Corp

Energy
950
+ 20.35%
$146.71 - $167.97 $139K - $160K
5.62K $939K
AMAT
Applied Materials Inc

Technology
2.82K
+ 32.84%
$145.06 - $195.51 $408K - $551K
11.4K $1.65M
PG
Procter & Gamble CO

Consumer Defensive
1.33K
+ 89.45%
$158.56 - $176.26 $211K - $235K
2.82K $480K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
10.4K
+ 17.85%
$37.84 - $44.02 $395K - $459K
68.9K $2.65M
GOOG
Alphabet Inc.

Communication Services
1.71K
+ 54.47%
$156.06 - $207.71 $267K - $356K
4.86K $758K
CLX
Clorox CO

Consumer Defensive
1.2K
+ 96.77%
$141.76 - $162.89 $170K - $195K
2.44K $359K
WMS
Advanced Drainage Systems, Inc.

Industrials
3.01K
+ 12.04%
$105.29 - $126.99 $317K - $382K
28K $3.04M
DFS
Discover Financial Services

Financial Services
552
+ 4.08%
$152.99 - $203.25 $84.5K - $112K
14.1K $2.4M
CSCO
Cisco Systems, Inc.

Technology
218
+ 3.7%
$58.74 - $64.87 $12.8K - $14.1K
6.11K $377K
SNA
Snap On Inc

Industrials
178
+ 1.08%
$324.09 - $358.62 $57.7K - $63.8K
16.6K $5.61M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
79
+ 0.47%
$96.18 - $109.82 $7.6K - $8.68K
16.9K $1.73M
MAR
Marriott International Inc

Consumer Cyclical
200
+ 14.45%
$237.01 - $304.45 $47.4K - $60.9K
1.58K $377K
UPS
United Parcel Service Inc

Industrials
3.21K
+ 13.63%
$109.66 - $136.26 $352K - $438K
26.8K $2.95M
KMX
Carmax Inc

Consumer Cyclical
819
+ 1.88%
$69.25 - $89.19 $56.7K - $73K
44.3K $3.45M
NKE
Nike, Inc.

Consumer Cyclical
8.22K
+ 12.03%
$63.29 - $81.72 $520K - $672K
76.6K $4.86M
HON
Honeywell International Inc

Industrials
250
+ 0.67%
$202.75 - $226.52 $50.7K - $56.6K
37.3K $7.9M
WSM
Williams Sonoma Inc

Consumer Cyclical
52
+ 0.28%
$158.1 - $217.71 $8.22K - $11.3K
18.4K $2.91M
ADBE
Adobe Inc.

Technology
706
+ 5.44%
$377.84 - $464.11 $267K - $328K
13.7K $5.24M
IQV
Iqvia Holdings Inc.

Healthcare
720
+ 2.19%
$176.3 - $209.96 $127K - $151K
33.6K $5.93M
DIS
Walt Disney CO

Communication Services
1.36K
+ 2.39%
$96.87 - $114.0 $131K - $155K
58K $5.73M
IVV
Ishares Core S&P 500 ETF

ETFs
4.16K
+ 3.67%
$554.06 - $615.85 $2.3M - $2.56M
118K $66M
CRM
Salesforce, Inc.

Technology
1.57K
+ 6.94%
$268.36 - $359.95 $422K - $565K
24.2K $6.49M
MSFT
Microsoft Corp

Technology
2.8K
+ 4.67%
$375.39 - $447.2 $1.05M - $1.25M
62.8K $23.6M
AMZN
Amazon Com Inc

Consumer Cyclical
4.89K
+ 5.01%
$190.26 - $242.06 $930K - $1.18M
102K $19.5M
NVDA
Nvidia Corp

Technology
1.47K
+ 1.44%
$106.98 - $149.43 $158K - $220K
104K $11.3M
AAPL
Apple Inc.

Technology
11.6K
+ 5.13%
$209.68 - $247.1 $2.43M - $2.86M
237K $52.7M
GOOGL
Alphabet Inc.

Communication Services
2.61K
+ 2.05%
$154.33 - $206.19 $402K - $537K
129K $20M
Activity Summary
Buys All Purchases 61 New Holdings 13 Increased Positions 48 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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