Vision Point Advisory Group, LLC Purchases in Q3 2025

Vision Point Advisory Group, LLC

  • $473 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
9.6K
+ 18.1%
$153.3 - $186.58 $1.47M - $1.79M
62.7K $11.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.77K
+ 27.78%
$617.65 - $666.84 $2.33M - $2.52M
17.4K $11.6M
TSLA
Tesla, Inc.

Consumer Cyclical
4.41K
+ 71.05%
$293.94 - $444.72 $1.3M - $1.96M
10.6K $4.72M
AAPL
Apple Inc.

Technology
3.82K
+ 13.58%
$202.38 - $256.87 $773K - $981K
31.9K $8.13M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.97K
+ 90.49%
$404.94 - $499.99 $1.61M - $1.98M
8.36K $4.05M
VVV
Valvoline Inc

Energy
61.6K
New
$35.02 - $40.67 $2.16M - $2.51M
61.6K $2.21M
SSO
Proshares Ultra S&P 500

ETFs
17.6K
New
$97.48 - $112.71 $1.71M - $1.98M
17.6K $1.97M
ETR
Entergy Corp

Utilities
19.3K
New
$80.93 - $93.55 $1.56M - $1.8M
19.3K $1.8M
MIDD
Middleby Corp

Industrials
12.6K
New
$118.3 - $150.16 $1.49M - $1.89M
12.6K $1.67M
XLI
Industrial Sector Spdr

ETFs
10.1K
+ 445.06%
$147.94 - $154.99 $1.49M - $1.56M
12.4K $1.91M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
34K
+ 63.68%
$46.51 - $50.07 $1.58M - $1.7M
87.4K $4.1M
NVT
N Vent Electric PLC

Industrials
13.9K
New
$72.16 - $100.25 $1M - $1.39M
13.9K $1.37M
MU
Micron Technology Inc

Technology
4.84K
+ 51.48%
$104.88 - $168.89 $508K - $818K
14.3K $2.38M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23K
+ 38.7%
$39.8 - $42.86 $914K - $985K
82.3K $3.52M
AVGO
Broadcom Inc.

Technology
1.9K
+ 21.37%
$264.74 - $369.57 $502K - $701K
10.8K $3.56M
MSFT
Microsoft Corp

Technology
1.41K
+ 8.55%
$491.09 - $535.64 $693K - $756K
17.9K $9.29M
EEM
Ishares Msci Emerging Markets

ETFs
14.4K
+ 31.14%
$48.07 - $53.4 $692K - $769K
60.7K $3.24M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.51K
+ 23.58%
$87.29 - $93.61 $743K - $796K
44.6K $4.16M
IGF
Ishares Global Infrastructure

ETFs
14.9K
+ 131.47%
$58.29 - $61.43 $871K - $918K
26.3K $1.61M
SPYG
Spdr Portfolio

ETFs
6.92K
+ 33.1%
$94.33 - $105.31 $653K - $729K
27.8K $2.91M
SECT
Sector 10, Inc.

ETFs
12.9K
+ 61.93%
$57.95 - $63.16 $747K - $814K
33.7K $2.12M
MDT
Medtronic PLC

Healthcare
8.44K
+ 73.29%
$87.67 - $95.74 $740K - $808K
20K $1.9M
UNH
Unitedhealth Group Inc

Healthcare
2.42K
+ 203.45%
$237.77 - $353.61 $575K - $855K
3.61K $1.25M
NANR
Spdr Index Shs Fds S&P North A

ETFs
13.5K
New
$56.69 - $65.0 $764K - $876K
13.5K $870K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.84K
+ 4.26%
$72.65 - $78.68 $279K - $302K
93.9K $7.36M
GOOGL
Alphabet Inc.

Communication Services
554
+ 5.71%
$174.36 - $254.72 $96.6K - $141K
10.3K $2.49M
ILF
Ishares Latin America 40 ETF

ETFs
25.7K
New
$24.77 - $28.98 $636K - $744K
25.7K $741K
ACWI
Ishares Msci Acwi ETF

ETFs
5.29K
New
$128.32 - $138.41 $678K - $732K
5.29K $730K
VNQI
Vanguard Global Ex U.S. Real

ETFs
15.1K
+ 315.82%
$45.22 - $48.34 $683K - $731K
19.9K $949K
COPX
Global X Copper Miners ETF

ETFs
11.4K
New
$42.75 - $59.81 $489K - $684K
11.4K $683K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12.1K
+ 42.16%
$42.26 - $47.16 $510K - $569K
40.7K $1.88M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11.3K
+ 109.55%
$52.12 - $55.33 $588K - $624K
21.6K $1.19M
IEFA
Ishares Tr

ETFs
6.24K
+ 30.47%
$81.7 - $87.53 $510K - $546K
26.7K $2.33M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.87K
+ 13.89%
$42.67 - $46.91 $336K - $369K
64.5K $3.02M
CACI
Caci International Inc

Technology
1.34K
+ 44.4%
N/A
4.34K $1.86M
CI
Cigna Corp

Healthcare
1.88K
New
$262.23 - $334.39 $493K - $628K
1.88K $541K
TJX
Tjx Companies Inc

Consumer Cyclical
2.98K
+ 66.34%
$121.35 - $144.54 $362K - $431K
7.47K $1.08M
CVX
Chevron Corp

Energy
2.79K
+ 51.74%
$145.57 - $161.83 $406K - $451K
8.18K $1.27M
UAL
United Airlines Holdings, Inc.

Industrials
4.5K
New
$80.05 - $109.36 $360K - $492K
4.5K $434K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.72K
New
$85.01 - $90.35 $401K - $426K
4.72K $421K
DAC
Danaos Corp

Industrials
4.34K
New
$85.85 - $96.14 $373K - $417K
4.34K $389K
ARES
Ares Management Corp

Financial Services
2.36K
New
$159.89 - $192.76 $378K - $455K
2.36K $377K
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.68K
+ 17.4%
$96.22 - $98.19 $354K - $362K
24.8K $2.43M
AMCR
Amcor PLC

Consumer Cyclical
46K
New
$7.97 - $9.94 $366K - $457K
46K $375K
IWS
Ishares Russell Midcap Value E

ETFs
2.61K
New
$132.83 - $140.61 $346K - $367K
2.61K $364K
WSO
Watsco Inc

Industrials
897
New
$381.94 - $489.97 $343K - $440K
897 $362K
XLY
Select Sector Spdr Consumer Di

ETFs
1.47K
New
$216.09 - $242.18 $319K - $357K
1.47K $353K
VTI
Vanguard Total Stock Market Et

ETFs
801
+ 23.85%
$303.93 - $329.86 $243K - $264K
4.16K $1.36M
PWR
Quanta Services, Inc.

Industrials
769
+ 131.45%
$372.29 - $421.68 $286K - $324K
1.35K $561K
Activity Summary
Buys All Purchases 237 New Holdings 61 Increased Positions 176 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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