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
NEM
Newmont Corp

Basic Materials
1.25K
+ 14.43%
$57.35 - $85.25 $71.7K - $107K
9.91K $835K
FOXA
Fox Corp

Communication Services
4.44K
+ 99.98%
$53.87 - $63.06 $239K - $280K
8.88K $560K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.41K
New
$82.29 - $90.77 $281K - $309K
3.41K $308K
IWN
Ishares Russell2000 Val ETF

ETFs
1.69K
New
$157.1 - $178.94 $266K - $303K
1.69K $299K
PLTR
Palantir Technologies Inc.

Technology
417
+ 8.83%
$130.68 - $186.97 $54.5K - $78K
5.14K $937K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
19.5K
New
$14.45 - $16.7 $281K - $325K
19.5K $281K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.38K
+ 67.51%
$30.13 - $33.37 $222K - $246K
18.3K $610K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.22K
New
$36.04 - $38.78 $260K - $280K
7.22K $278K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
12.1K
New
$21.77 - $22.57 $263K - $272K
12.1K $270K
JNJ
Johnson & Johnson

Healthcare
620
+ 13.09%
$155.17 - $185.42 $96.2K - $115K
5.36K $992K
HYLS
First Tr Tactical High Yield L

ETFs
6.29K
New
$41.62 - $42.32 $262K - $266K
6.29K $264K
FEMB
First Tr ETF Emerging Markets

ETFs
8.94K
New
$28.3 - $29.79 $253K - $266K
8.94K $262K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.84K
New
$87.07 - $93.06 $248K - $265K
2.84K $260K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.08K
New
$78.88 - $85.2 $243K - $262K
3.08K $256K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.13K
New
$117.65 - $120.08 $250K - $256K
2.13K $254K
FIX
Comfort Systems Usa Inc

Industrials
159
+ 38.59%
$521.66 - $825.18 $82.9K - $131K
571 $471K
RMBS
Rambus Inc

Technology
2.4K
New
$62.85 - $107.38 $151K - $258K
2.4K $250K
META
Meta Platforms, Inc.

Communication Services
355
+ 10.84%
$695.21 - $791.73 $247K - $281K
3.63K $2.67M
BA
Boeing CO

Industrials
1.15K
New
$209.79 - $237.38 $240K - $272K
1.15K $247K
AGNC
Agnc Investment Corp.

Real Estate
3.65K
+ 1.04%
$9.2 - $10.37 $33.6K - $37.8K
353K $3.46M
MUB
Ishares National Muni Bond ETF

ETFs
2.25K
+ 78.07%
$103.24 - $106.68 $232K - $240K
5.12K $545K
EMB
Ishares Tr

ETFs
2.45K
+ 73.2%
$91.52 - $95.59 $224K - $234K
5.79K $551K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.26K
New
$72.57 - $74.72 $237K - $244K
3.26K $242K
VGSH
Vanguard

ETFs
4.09K
New
$58.43 - $58.88 $239K - $241K
4.09K $240K
EXEL
Exelixis, Inc.

Healthcare
5.74K
New
$36.22 - $46.25 $208K - $265K
5.74K $236K
WFC
Wells Fargo & Company

Financial Services
2.63K
+ 71.52%
$77.05 - $85.16 $203K - $224K
6.31K $528K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
5.11K
+ 2.51%
$21.64 - $23.57 $110K - $120K
209K $4.58M
MEDP
Medpace Holdings, Inc.

Healthcare
450
New
$308.88 - $514.16 $139K - $231K
450 $231K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
720
New
$284.45 - $324.95 $205K - $234K
720 $230K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.92K
New
$45.6 - $46.92 $224K - $231K
4.92K $229K
CMI
Cummins Inc

Industrials
542
New
$327.85 - $426.39 $178K - $231K
542 $228K
PHM
Pultegroup Inc

Consumer Cyclical
1.73K
New
$108.0 - $141.42 $186K - $244K
1.73K $228K
IXUS
Ishares Tr

ETFs
2.22K
+ 27.16%
$76.35 - $82.58 $170K - $184K
10.4K $859K
APP
App Lovin Corp

Technology
312
New
$335.1 - $718.54 $105K - $224K
312 $224K
ENTG
Entegris Inc

Technology
2.39K
New
$72.03 - $95.97 $172K - $230K
2.39K $221K
BSX
Boston Scientific Corp

Healthcare
2.27K
New
$97.03 - $108.14 $220K - $245K
2.27K $221K
HYG
Ishares Tr

ETFs
2.36K
+ 4.36%
$79.85 - $81.32 $188K - $192K
56.4K $4.58M
RIOT
Riot Blockchain, Inc.

Technology
11.6K
New
$11.03 - $19.78 $128K - $230K
11.6K $221K
VMI
Valmont Industries Inc

Industrials
564
New
$328.58 - $387.73 $185K - $219K
564 $218K
TSCO
Tractor Supply CO

Consumer Cyclical
3.83K
New
$54.08 - $62.65 $207K - $240K
3.83K $217K
LHX
L3 Harris Technologies, Inc.

Industrials
131
+ 4.05%
$252.18 - $305.41 $33K - $40K
3.37K $1.03M
BNDX
Vanguard Total International B

ETFs
4.35K
+ 52.12%
$49.0 - $49.51 $213K - $215K
12.7K $627K
SYF
Synchrony Financial

Financial Services
2.71K
+ 65.75%
$67.53 - $76.86 $183K - $209K
6.84K $485K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.63K
New
$123.13 - $140.8 $201K - $230K
1.63K $209K
HOOD
Robinhood Markets, Inc.

Technology
1.46K
New
$91.27 - $143.18 $133K - $208K
1.46K $208K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.57K
New
$99.92 - $146.67 $157K - $231K
1.57K $208K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.83K
New
$52.55 - $54.37 $201K - $208K
3.83K $207K
SONY
Sony Group Corp

Technology
7.13K
New
$23.92 - $30.07 $171K - $214K
7.13K $205K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.2K
New
$93.1 - $110.49 $205K - $243K
2.2K $205K
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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