Vision Financial Markets LLC Purchases in Q1 2025

Vision Financial Markets LLC

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

Communication Services
100
New
$154.33 - $206.19 $15.4K - $20.6K
100 $15.5M
HQY
Healthequity, Inc.

Healthcare
165
New
$84.32 - $114.51 $13.9K - $18.9K
165 $14.6M
GLW
Corning Inc

Technology
302
New
$44.91 - $54.25 $13.6K - $16.4K
302 $13.8M
IGV
Ishares Expanded Tech Software

ETFs
151
New
$88.3 - $107.83 $13.3K - $16.3K
151 $13.4M
AR
Antero Resources Corp

Energy
330
New
$33.64 - $41.42 $11.1K - $13.7K
330 $13.3M
PSX
Phillips 66

Energy
106
New
$113.93 - $131.55 $12.1K - $13.9K
106 $13.1M
PG
Procter & Gamble CO

Consumer Defensive
51
+ 3.38%
$158.56 - $176.26 $8.09K - $8.99K
1.56K $266M
CARR
Carrier Global Corp

Industrials
200
New
$62.07 - $70.55 $12.4K - $14.1K
200 $12.7M
YALL
Tidal ETF Tr God Bless Amer Et
325
New
N/A
325 $11.9M
GTLS
Chart Industries Inc

Industrials
80
New
$141.99 - $218.35 $11.4K - $17.5K
80 $11.5M
MFA
Mfa Financial, Inc.

Real Estate
1K
New
$9.53 - $11.0 $9.53K - $11K
1K $10.3M
MA
Mastercard Inc

Financial Services
1
+ 0.22%
$504.67 - $576.31 $505 - $576
451 $247M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
430
New
$23.71 - $24.2 $10.2K - $10.4K
430 $10.2M
IWM
Ishares Russell 2000 ETF

ETFs
50
New
$198.1 - $229.79 $9.91K - $11.5K
50 $10M
WFC
Wells Fargo & Company

Financial Services
121
+ 15.8%
$66.78 - $81.42 $8.08K - $9.85K
887 $63.7M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
400
New
$23.71 - $27.77 $9.48K - $11.1K
400 $9.5M
CL
Colgate Palmolive CO

Consumer Defensive
91
+ 91.0%
$85.68 - $97.5 $7.8K - $8.87K
191 $17.8M
Tidal Tr Ii
427
New
N/A
427 $8.67M
ICE
Intercontinental Exchange, Inc.

Financial Services
50
New
$142.8 - $176.36 $7.14K - $8.82K
50 $8.65M
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.6%
$114.1 - $135.66 $342 - $407
500 $66.2M
NUE
Nucor Corp

Basic Materials
70
New
$114.48 - $142.52 $8.01K - $9.98K
70 $8.42M
JCI
Johnson Controls International PLC

Industrials
100
+ 39.68%
$76.12 - $90.6 $7.61K - $9.06K
352 $28.2M
KMI
Kinder Morgan, Inc.

Energy
101
+ 2.17%
$26.1 - $31.22 $2.64K - $3.15K
4.76K $136M
CIB
Bancolombia Sa

Financial Services
200
New
$31.99 - $44.29 $6.4K - $8.86K
200 $8.04M
FUTU
Futu Holdings LTD

Financial Services
75
New
$75.13 - $123.56 $5.63K - $9.27K
75 $7.68M
NEP
Nextera Energy Partners, LP

Utilities
800
New
$8.38 - $18.87 $6.7K - $15.1K
800 $7.6M
VICI
Vici Properties Inc.

Real Estate
204
+ 89.08%
$28.21 - $32.68 $5.75K - $6.67K
433 $14.1M
OKE
Oneok Inc

Energy
101
+ 4.04%
$89.57 - $109.85 $9.05K - $11.1K
2.6K $258M
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
USB
Us Bancorp \De\

Financial Services
176
+ 112.82%
$40.92 - $50.9 $7.2K - $8.96K
332 $14M
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
ENB
Enbridge Inc

Energy
100
+ 9.0%
$41.54 - $45.45 $4.15K - $4.55K
1.21K $53.7M
DFS
Discover Financial Services

Financial Services
35
New
$152.99 - $203.25 $5.35K - $7.11K
35 $6M
ORCL
Oracle Corp

Technology
61
+ 59.8%
$139.81 - $186.47 $8.53K - $11.4K
163 $22.8M
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
D
Dominion Energy, Inc

Utilities
100
New
$52.85 - $57.43 $5.29K - $5.74K
100 $5.61M
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
SCHW
Schwab Charles Corp

Financial Services
56
+ 30.27%
$71.24 - $83.64 $3.99K - $4.68K
241 $18.8M
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
VCIT
Vanguard Intermediate Term Cor

ETFs
12
+ 0.48%
$79.17 - $82.04 $950 - $984
2.51K $205M
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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