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
XLF
Financial Sector Spdr

ETFs
9.17K
New
$43.92 - $52.37 $403K - $480K
9.17K $480K
FTSL
First Trust Senior Ln Fund

ETFs
10.3K
New
$44.58 - $46.07 $460K - $475K
10.3K $473K
TIP
Ishares Tr Tips Bd ETF

ETFs
4.19K
+ 175.78%
$107.93 - $110.97 $452K - $465K
6.57K $722K
CVX
Chevron Corp

Energy
3.51K
+ 186.95%
$133.73 - $168.51 $470K - $592K
5.39K $771K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.02K
New
$141.37 - $228.57 $285K - $461K
2.02K $456K
ISRG
Intuitive Surgical Inc

Healthcare
827
New
$451.58 - $565.94 $373K - $468K
827 $449K
XLV
Select Sector Spdr Fund Health

ETFs
3.23K
New
$128.77 - $144.3 $416K - $466K
3.23K $435K
NRG
Nrg Energy, Inc.

Utilities
1.1K
+ 28.27%
$83.61 - $162.67 $91.6K - $178K
4.97K $797K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.18K
New
$104.23 - $134.39 $332K - $428K
3.18K $427K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.24K
New
$50.1 - $51.02 $413K - $420K
8.24K $420K
GS
Goldman Sachs Group Inc

Financial Services
587
New
$462.22 - $707.75 $271K - $415K
587 $415K
BNDX
Vanguard Total International B

ETFs
8.35K
New
$48.77 - $49.55 $407K - $413K
8.35K $413K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
15.3K
+ 4.62%
$24.98 - $25.66 $381K - $391K
345K $8.84M
WMB
Williams Companies, Inc.

Energy
4.46K
+ 10.78%
$54.33 - $62.87 $242K - $280K
45.8K $2.88M
PCAR
Paccar Inc

Industrials
4.23K
New
$86.4 - $99.09 $365K - $419K
4.23K $401K
PULS
Pgim ETF Tr

ETFs
8.07K
New
$49.39 - $49.76 $399K - $402K
8.07K $401K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
17.6K
New
$21.37 - $22.67 $377K - $400K
17.6K $398K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.3K
New
$74.88 - $91.97 $322K - $395K
4.3K $395K
VZ
Verizon Communications Inc

Communication Services
9.81K
+ 65.87%
$41.67 - $45.62 $409K - $448K
24.7K $1.07M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.38K
New
$144.63 - $179.53 $344K - $427K
2.38K $392K
AVDV
American Centy ETF Tr Avantis

ETFs
4.94K
New
$61.76 - $79.32 $305K - $392K
4.94K $391K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.79K
New
$212.1 - $244.27 $379K - $437K
1.79K $390K
VST
Vistra Corp.

Utilities
2.01K
New
$98.07 - $195.04 $197K - $392K
2.01K $389K
VNQ
Vanguard Specialized Funds Van

ETFs
4.35K
New
$79.79 - $91.42 $347K - $397K
4.35K $387K
CSCO
Cisco Systems, Inc.

Technology
5.49K
New
$53.19 - $69.38 $292K - $381K
5.49K $380K
MS
Morgan Stanley

Financial Services
2.32K
+ 106.63%
$99.83 - $140.86 $231K - $326K
4.49K $632K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.05K
New
$85.42 - $94.39 $346K - $382K
4.05K $379K
UTHR
United Therapeutics Corp

Healthcare
1.31K
New
$276.47 - $328.4 $361K - $429K
1.31K $375K
SPTL
Spdr Portfolio Long Term Treas

ETFs
14.1K
New
$25.48 - $27.78 $359K - $391K
14.1K $374K
MGV
Vanguard Mega Cap Value

ETFs
2.84K
New
$114.87 - $131.25 $326K - $372K
2.84K $371K
ZTS
Zoetis Inc.

Healthcare
2.38K
New
$144.41 - $170.3 $344K - $405K
2.38K $371K
ABT
Abbott Laboratories

Healthcare
2.61K
+ 73.64%
$123.95 - $138.08 $323K - $360K
6.15K $835K
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.8K
New
$32.62 - $33.58 $351K - $361K
10.8K $361K
CRM
Salesforce, Inc.

Technology
1.32K
New
$236.26 - $291.15 $311K - $384K
1.32K $359K
ADBE
Adobe Inc.

Technology
926
New
$340.0 - $420.68 $315K - $390K
926 $358K
MO
Altria Group, Inc.

Consumer Defensive
6.11K
New
$55.56 - $60.91 $339K - $372K
6.11K $357K
MCD
Mcdonalds Corp

Consumer Cyclical
1.19K
New
$285.55 - $321.23 $339K - $381K
1.19K $346K
HYD
Vaneck High Yield Muni ETF

ETFs
6.87K
New
$49.08 - $51.35 $337K - $353K
6.87K $344K
DIS
Walt Disney CO

Communication Services
2.77K
New
$81.72 - $124.01 $226K - $343K
2.77K $343K
TDVG
T Rowe Price Exchange Traded F

Technology
8.11K
New
$36.12 - $42.38 $293K - $344K
8.11K $343K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.86K
+ 2.72%
$82.21 - $83.12 $317K - $321K
146K $12.1M
KO
Coca Cola CO

Consumer Defensive
4.81K
+ 103.37%
$68.37 - $73.9 $329K - $356K
9.47K $669K
IDEV
Ishares Core Msci Intl Develop

ETFs
4.43K
New
$61.79 - $76.67 $274K - $340K
4.43K $336K
TT
Trane Technologies PLC

Industrials
538
+ 54.4%
$315.21 - $437.41 $170K - $235K
1.53K $667K
XLI
Industrial Sector Spdr

ETFs
2.27K
New
$116.42 - $147.52 $264K - $335K
2.27K $334K
ACGL
Arch Capital Group Ltd.

Financial Services
3.67K
New
$84.99 - $96.82 $312K - $356K
3.67K $334K
SJNK
Spdr Bloomberg Short Term High

ETFs
12.1K
+ 19.43%
$24.12 - $25.48 $292K - $308K
74.3K $1.89M
DOV
Dover Corp

Industrials
1.8K
New
$151.14 - $186.7 $271K - $335K
1.8K $328K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.16K
New
$216.28 - $284.39 $250K - $329K
1.16K $328K
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
Track This Portfolio

Track Vision Point Advisory Group, LLC Portfolio

Follow Vision Point Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vision Point Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vision Point Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email