Vision Point Advisory Group, LLC Purchases in Q2 2025

Vision Point Advisory Group, LLC

  • $432 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
85K
+ 1664.47%
$58.41 - $72.69 $4.96M - $6.18M
90.1K $6.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
9.1K
+ 203.26%
$496.48 - $617.85 $4.52M - $5.62M
13.6K $8.39M
NVDA
Nvidia Corp

Technology
25.5K
+ 92.82%
$94.31 - $157.99 $2.41M - $4.04M
53.1K $8.38M
MSFT
Microsoft Corp

Technology
7.54K
+ 84.06%
$354.56 - $497.45 $2.67M - $3.75M
16.5K $8.22M
RSP
Invesco S&P 500 Equal Weight E

ETFs
25.8K
New
$152.93 - $181.74 $3.94M - $4.68M
25.8K $4.68M
HYG
Ishares Tr

ETFs
54K
New
$75.75 - $80.65 $4.09M - $4.36M
54K $4.36M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.67K
+ 43.29%
$416.06 - $551.64 $2.36M - $3.13M
18.8K $10.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.16K
+ 64.36%
$456.74 - $568.03 $2.81M - $3.5M
15.7K $8.94M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
39.3K
+ 79.56%
$91.43 - $91.74 $3.59M - $3.6M
88.6K $8.13M
IVV
Ishares Core S&P 500 ETF

ETFs
4.9K
+ 500.31%
$498.8 - $620.9 $2.45M - $3.04M
5.88K $3.65M
IQV
Iqvia Holdings Inc.

Healthcare
17K
New
$137.0 - $174.37 $2.33M - $2.96M
17K $2.68M
DLTR
Dollar Tree, Inc.

Consumer Defensive
24.7K
+ 647.79%
$67.22 - $100.51 $1.66M - $2.49M
28.5K $2.83M
HYLB
Xtrackers Usd High Yield Corp

ETFs
68.3K
+ 618.52%
$34.72 - $36.92 $2.37M - $2.52M
79.4K $2.93M
AMZN
Amazon Com Inc

Consumer Cyclical
9.5K
+ 62.62%
$167.32 - $223.3 $1.59M - $2.12M
24.7K $5.41M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11K
New
$171.4 - $227.1 $1.89M - $2.5M
11K $2.5M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
98.8K
New
$22.4 - $23.8 $2.21M - $2.35M
98.8K $2.35M
VTV
Vanguard Value ETF

ETFs
12.8K
New
$153.67 - $176.74 $1.96M - $2.26M
12.8K $2.26M
VUG
Vanguard Growth ETF

ETFs
4.97K
New
$329.49 - $438.4 $1.64M - $2.18M
4.97K $2.18M
AAPL
Apple Inc.

Technology
11.8K
+ 72.15%
$172.42 - $223.89 $2.03M - $2.64M
28.1K $5.77M
JNK
Spdr Bloomberg High Yield Bond

ETFs
21.2K
New
$91.23 - $97.27 $1.93M - $2.06M
21.2K $2.06M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
47.4K
+ 509.78%
$34.72 - $42.74 $1.64M - $2.02M
56.6K $2.42M
META
Meta Platforms, Inc.

Communication Services
2.54K
+ 348.02%
$484.66 - $738.09 $1.23M - $1.88M
3.28K $2.42M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
48.2K
+ 430.01%
$32.66 - $40.75 $1.57M - $1.96M
59.4K $2.4M
RDVY
First Trust Rising Dividend Ac

ETFs
31K
New
$51.6 - $62.74 $1.6M - $1.95M
31K $1.95M
AVGO
Broadcom Inc.

Technology
5.72K
+ 180.63%
$146.29 - $275.65 $836K - $1.58M
8.88K $2.45M
SPYG
Spdr Portfolio

ETFs
18.1K
+ 633.6%
$71.83 - $95.32 $1.3M - $1.72M
20.9K $1.99M
FDL
First Tr Morningstar Dividend

ETFs
42K
New
$38.19 - $43.19 $1.6M - $1.81M
42K $1.76M
GOOGL
Alphabet Inc.

Communication Services
9.71K
New
$144.7 - $178.6 $1.4M - $1.73M
9.71K $1.71M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
16.5K
New
$102.02 - $103.5 $1.68M - $1.7M
16.5K $1.7M
MBB
Ishares Tr

ETFs
17.1K
New
$91.41 - $94.22 $1.56M - $1.61M
17.1K $1.6M
LVHI
Franklin International Low Vol

ETFs
49K
New
$28.91 - $33.28 $1.42M - $1.63M
49K $1.59M
ORCL
Oracle Corp

Technology
2.1K
+ 14.74%
$122.82 - $218.63 $258K - $460K
16.4K $3.58M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
56.1K
New
$26.27 - $28.07 $1.47M - $1.57M
56.1K $1.57M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
22K
New
$56.88 - $70.77 $1.25M - $1.56M
22K $1.56M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
21.8K
New
$59.24 - $71.39 $1.29M - $1.56M
21.8K $1.55M
EUFN
Ishares Msci Europe Financials

ETFs
48.6K
New
$24.77 - $32.27 $1.2M - $1.57M
48.6K $1.54M
IEMG
Ishares Inc

ETFs
27.6K
New
N/A
27.6K $1.48M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
24.6K
New
$59.8 - $60.07 $1.47M - $1.48M
24.6K $1.47M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
22K
New
$53.75 - $67.21 $1.18M - $1.48M
22K $1.46M
TSLA
Tesla, Inc.

Consumer Cyclical
4.05K
+ 188.16%
$221.86 - $362.89 $899K - $1.47M
6.2K $1.97M
NOW
Service Now, Inc.

Technology
1.14K
+ 275.79%
$721.65 - $1040.18 $822K - $1.18M
1.55K $1.6M
FCX
Freeport Mcmoran Inc

Basic Materials
29.1K
New
$29.15 - $44.46 $848K - $1.29M
29.1K $1.26M
JPM
Jpmorgan Chase & CO

Financial Services
3.18K
+ 42.91%
$210.28 - $289.91 $668K - $921K
10.6K $3.07M
WMT
Walmart Inc.

Consumer Defensive
12.1K
+ 256.1%
$81.79 - $99.98 $992K - $1.21M
16.9K $1.65M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
24.8K
New
$48.5 - $49.35 $1.2M - $1.22M
24.8K $1.22M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
28.6K
New
$35.35 - $42.68 $1.01M - $1.22M
28.6K $1.22M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
27.7K
+ 78.93%
$40.82 - $43.14 $1.13M - $1.19M
62.8K $2.71M
IREN
Iris Energy LTD

Financial Services
83.3K
New
$5.3 - $14.57 $442K - $1.21M
83.3K $1.21M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12K
+ 201.99%
$96.84 - $99.46 $1.16M - $1.19M
18K $1.78M
Activity Summary
Buys All Purchases 303 New Holdings 171 Increased Positions 132 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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