Vision Financial Markets LLC Reduced Holdings in Q2 2025

Vision Financial Markets LLC

  • $106 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-12K
- 45.98%
$83.97 - $92.85 $1.01M - $1.11M
14.1K $1.24B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-930
- 13.48%
$483.48 - $539.8 $450K - $502K
5.97K $2.9B
O
Realty Income Corp

Real Estate
-10.3K
- 89.56%
$52.27 - $58.52 $538K - $603K
1.2K $69.2M
MO
Altria Group, Inc.

Consumer Defensive
-5.9K
- 96.72%
$55.56 - $60.91 $328K - $359K
200 $11.7M
Annaly Capital Management In
-3.2K
- 42.38%
N/A
4.35K $81.9M
JNJ
Johnson & Johnson

Healthcare
-49
- 1.01%
$146.36 - $159.82 $7.17K - $7.83K
4.83K $737M
CVX
Chevron Corp

Energy
-8
- 0.28%
$133.73 - $168.51 $1.07K - $1.35K
2.84K $407M
TMUS
T Mobile Us, Inc.

Communication Services
-199
- 49.38%
$220.99 - $268.54 $44K - $53.4K
204 $48.4M
STWD
Starwood Property Trust, Inc.

Real Estate
-3K
- 6.71%
$17.28 - $20.41 $51.8K - $61.2K
41.7K $837M
PG
Procter & Gamble CO

Consumer Defensive
-169
- 10.82%
$157.66 - $172.39 $26.6K - $29.1K
1.39K $222M
SBUX
Starbucks Corp

Consumer Cyclical
-180
- 5.89%
$79.69 - $99.41 $14.3K - $17.9K
2.88K $264M
UPS
United Parcel Service Inc

Industrials
-58
- 1.85%
$91.92 - $110.2 $5.33K - $6.39K
3.08K $310M
IBM
International Business Machines Corp

Technology
-79
- 56.83%
$221.03 - $294.78 $17.5K - $23.3K
60 $17.7M
BE
Bloom Energy Corp

Industrials
-1K
- 50.0%
$16.32 - $23.92 $16.3K - $23.9K
1K $23.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
-48
- 65.75%
$321.63 - $509.31 $15.4K - $24.4K
25 $12.7M
NOW
Service Now, Inc.

Technology
-25
- 33.33%
$721.65 - $1040.18 $18K - $26K
50 $51.4M
V
Visa Inc.

Financial Services
-29
- 2.39%
$308.27 - $373.31 $8.94K - $10.8K
1.19K $421M
GLW
Corning Inc

Technology
-98
- 32.45%
$39.07 - $52.59 $3.83K - $5.15K
204 $10.7M
HSY
Hershey CO

Consumer Defensive
-9
- 5.33%
$151.29 - $173.13 $1.36K - $1.56K
160 $26.6M
Fidelity Wise Origin Bitcoin Shs
-35
- 50.0%
N/A
35 $3.29M
JCI
Johnson Controls International PLC

Industrials
-100
- 28.41%
$71.14 - $105.62 $7.11K - $10.6K
252 $26.6M
ORCL
Oracle Corp

Technology
-60
- 36.81%
$122.82 - $218.63 $7.37K - $13.1K
103 $22.4M
SNAP
Snap Inc

Communication Services
-50
- 50.0%
$7.23 - $9.21 $362 - $461
50 $435K
RIET
ETF Ser Solutions Hoya Capital

ETFs
-94
- 30.92%
$8.8 - $10.01 $827 - $941
210 $1.98M
USB
Us Bancorp \De\

Financial Services
-5
- 1.51%
$36.4 - $45.76 $182 - $229
327 $14.8M
CARR
Carrier Global Corp

Industrials
-9
- 4.5%
$55.55 - $75.83 $500 - $682
191 $14M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-5
- 1.39%
$45.98 - $56.15 $230 - $281
355 $19.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
-11
- 0.44%
$79.56 - $82.92 $875 - $912
2.5K $207M
NTR
Nutrien Ltd.

Basic Materials
-100
- 5.56%
$46.88 - $62.89 $4.69K - $6.29K
1.7K $99M
CSCO
Cisco Systems, Inc.

Technology
-160
- 5.14%
$53.19 - $69.38 $8.51K - $11.1K
2.95K $205M
GOOG
Alphabet Inc.

Communication Services
-9
- 0.21%
$146.58 - $180.01 $1.32K - $1.62K
4.28K $759M
NVDA
Nvidia Corp

Technology
-502
- 9.86%
$94.31 - $157.99 $47.3K - $79.3K
4.59K $725M
MSFT
Microsoft Corp

Technology
-4
- 0.13%
$354.56 - $497.45 $1.42K - $1.99K
2.98K $1.48B
SHAK
Shake Shack Inc.

Consumer Cyclical
-600
- 5.31%
$75.85 - $140.6 $45.5K - $84.4K
10.7K $1.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-114
- 0.7%
$416.06 - $551.64 $47.4K - $62.9K
16.3K $8.98B
Activity Summary
Buys All Purchases 142 New Holdings 24 Increased Positions 118 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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