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
COF
Capital One Financial Corp

Financial Services
964
New
$207.29 - $229.74 $200K - $221K
964 $204K
AEP
American Electric Power CO Inc

Utilities
1.79K
New
$103.26 - $115.0 $185K - $206K
1.79K $201K
PTC
Ptc Inc.

Technology
986
New
$173.07 - $216.53 $171K - $213K
986 $200K
WMT
Walmart Inc.

Consumer Defensive
1.07K
+ 6.36%
$94.4 - $104.27 $101K - $112K
17.9K $1.85M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.31K
+ 6.86%
$42.75 - $43.37 $184K - $187K
67.1K $2.9M
MGK
Vanguard Mega Cap Growth ETF

ETFs
355
+ 24.12%
$362.31 - $405.74 $129K - $144K
1.83K $735K
HD
Home Depot, Inc.

Consumer Cyclical
167
+ 5.03%
$357.4 - $423.42 $59.7K - $70.7K
3.48K $1.41M
STRL
Sterling Construction CO Inc

Industrials
263
+ 27.48%
$222.54 - $371.84 $58.5K - $97.8K
1.22K $414K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.55K
+ 14.32%
$49.05 - $49.99 $174K - $177K
28.3K $1.41M
AMZN
Amazon Com Inc

Consumer Cyclical
825
+ 3.34%
$211.65 - $238.24 $175K - $197K
25.5K $5.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.07K
+ 14.39%
$62.09 - $66.51 $128K - $137K
16.4K $1.07M
LVHI
Franklin International Low Vol

ETFs
1.95K
+ 3.99%
$32.69 - $35.19 $63.9K - $68.8K
50.9K $1.77M
CAT
Caterpillar Inc

Industrials
46
+ 2.92%
$390.92 - $477.15 $18K - $21.9K
1.62K $773K
IEF
Ishares Barclays

ETFs
1.46K
+ 14.12%
$93.91 - $97.26 $137K - $142K
11.8K $1.14M
GE
General Electric CO

Industrials
302
+ 26.73%
$244.75 - $305.63 $73.9K - $92.3K
1.43K $430K
C
Citigroup Inc

Financial Services
102
+ 1.3%
$85.57 - $103.49 $8.73K - $10.6K
7.95K $807K
LOW
Lowes Companies Inc

Consumer Cyclical
330
+ 17.76%
$215.01 - $273.02 $71K - $90.1K
2.19K $549K
FSIG
First Tr ETF Iv LTD Duration I
6.3K
+ 10.89%
$19.03 - $19.33 $120K - $122K
64.2K $1.24M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.21K
+ 22.23%
$100.16 - $100.7 $121K - $122K
6.66K $669K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.51K
+ 4.57%
$23.54 - $23.97 $106K - $108K
103K $2.47M
CW
Curtiss Wright Corp

Industrials
174
+ 35.22%
$472.43 - $542.94 $82.2K - $94.5K
668 $362K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.93K
+ 7.85%
$59.81 - $60.11 $116K - $116K
26.5K $1.59M
SHOP
Shopify Inc.

Technology
167
+ 6.08%
$112.11 - $157.12 $18.7K - $26.2K
2.91K $432K
VRT
Vertiv Holdings CO

Industrials
1.33K
New
N/A
1.33K $114K
CSCO
Cisco Systems, Inc.

Technology
1.71K
+ 31.14%
$66.2 - $71.79 $113K - $123K
7.19K $492K
AMD
Advanced Micro Devices Inc

Technology
111
+ 2.45%
$134.8 - $184.42 $15K - $20.5K
4.63K $749K
PEP
Pepsico Inc

Consumer Defensive
615
+ 25.25%
$133.81 - $152.16 $82.3K - $93.6K
3.05K $428K
SCCO
Southern Copper Corp

Basic Materials
59
+ 1.22%
$90.54 - $121.36 $5.34K - $7.16K
4.9K $594K
HYLB
Xtrackers Usd High Yield Corp

ETFs
2.36K
+ 2.97%
$36.55 - $37.16 $86.3K - $87.7K
81.8K $3.03M
VBR
Vanguard Small Cap Value ETF

ETFs
222
+ 5.68%
$195.41 - $212.37 $43.4K - $47.1K
4.13K $862K
AVDV
American Centy ETF Tr Avantis

ETFs
494
+ 10.01%
$79.24 - $89.03 $39.1K - $44K
5.43K $483K
MO
Altria Group, Inc.

Consumer Defensive
638
+ 10.45%
$57.75 - $67.68 $36.8K - $43.2K
6.74K $445K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.72K
+ 2.13%
$37.14 - $37.85 $63.8K - $65K
82.4K $3.11M
ITW
Illinois Tool Works Inc

Industrials
228
+ 12.19%
$252.31 - $269.41 $57.5K - $61.4K
2.1K $547K
AER
Aer Cap Holdings N.V.

Industrials
599
+ 23.58%
$107.25 - $124.42 $64.2K - $74.5K
3.14K $379K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
16K
+ 59.16%
$5.21 - $5.57 $83.5K - $89.2K
43.1K $227K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
632
+ 3.49%
$36.93 - $40.55 $23.3K - $25.6K
18.7K $752K
AMGN
Amgen Inc

Healthcare
247
+ 7.06%
$271.18 - $309.22 $67K - $76.4K
3.75K $1.06M
UBER
Uber Technologies, Inc

Technology
273
+ 2.49%
$86.91 - $99.57 $23.7K - $27.2K
11.2K $1.1M
MGV
Vanguard Mega Cap Value

ETFs
416
+ 14.67%
$129.46 - $137.85 $53.9K - $57.3K
3.25K $447K
KLAC
Kla Corp

Technology
13
+ 3.92%
$843.9 - $1078.6 $11K - $14K
345 $372K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.51K
+ 25.42%
$45.72 - $47.27 $69.2K - $71.6K
7.47K $350K
MCD
Mcdonalds Corp

Consumer Cyclical
197
+ 16.61%
$291.67 - $316.99 $57.5K - $62.4K
1.38K $420K
VCIT
Vanguard Intermediate Term Cor

ETFs
817
+ 25.56%
$81.75 - $84.54 $66.8K - $69.1K
4.01K $338K
IDEV
Ishares Core Msci Intl Develop

ETFs
658
+ 14.85%
$74.68 - $80.26 $49.1K - $52.8K
5.09K $407K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
191
+ 22.71%
$301.44 - $365.84 $57.6K - $69.9K
1.03K $333K
SCHW
Schwab Charles Corp

Financial Services
95
+ 0.68%
$91.03 - $98.69 $8.65K - $9.38K
14.1K $1.35M
PG
Procter & Gamble CO

Consumer Defensive
657
+ 10.88%
$150.47 - $161.22 $98.9K - $106K
6.69K $1.03M
IGE
Ishares Tr North Amern Nat Res

ETFs
194
+ 1.3%
$44.5 - $49.6 $8.63K - $9.62K
15.2K $729K
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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