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
XLU
Utilities Sector Spdr

ETFs
3.87K
+ 103.87%
$73.09 - $82.77 $283K - $320K
7.59K $619K
PEP
Pepsico Inc

Consumer Defensive
2.44K
New
$128.02 - $151.37 $312K - $369K
2.44K $321K
PH
Parker Hannifin Corp

Industrials
459
New
$517.23 - $700.54 $237K - $322K
459 $320K
VXF
Vanguard Extended Market ETF

ETFs
1.65K
New
$150.43 - $192.71 $248K - $318K
1.65K $317K
SHOP
Shopify Inc.

Technology
2.75K
New
$76.89 - $115.35 $211K - $317K
2.75K $316K
UBER
Uber Technologies, Inc

Technology
1.24K
+ 12.77%
$64.62 - $93.3 $80.1K - $116K
10.9K $1.02M
APH
Amphenol Corp

Technology
3.18K
New
$59.09 - $98.75 $188K - $314K
3.18K $314K
SRLN
Ssga Active Trust

ETFs
7.47K
New
$39.47 - $41.59 $295K - $310K
7.47K $310K
EMB
Ishares Tr

ETFs
3.34K
New
$86.54 - $92.62 $289K - $309K
3.34K $309K
ACN
Accenture PLC

Technology
1.03K
New
$279.23 - $323.21 $286K - $332K
1.03K $306K
GLDM
World Gold Trust

ETFs
4.65K
New
$58.96 - $67.97 $274K - $316K
4.65K $304K
RWX
Spdr Dow Jones International R

ETFs
11.1K
New
$23.06 - $27.4 $257K - $305K
11.1K $304K
MUB
Ishares National Muni Bond ETF

ETFs
2.88K
New
$102.31 - $105.8 $294K - $304K
2.88K $300K
XOM
Exxon Mobil Corp

Energy
3.08K
+ 101.22%
$99.93 - $119.04 $308K - $367K
6.12K $659K
AMD
Advanced Micro Devices Inc

Technology
1.18K
+ 35.27%
$78.21 - $143.81 $92.2K - $170K
4.52K $641K
AER
Aer Cap Holdings N.V.

Industrials
2.54K
New
$88.97 - $117.24 $226K - $298K
2.54K $297K
KLAC
Kla Corp

Technology
332
New
$576.53 - $902.94 $191K - $300K
332 $297K
WFC
Wells Fargo & Company

Financial Services
3.68K
New
$60.98 - $80.12 $224K - $295K
3.68K $294K
AFL
Aflac Inc

Financial Services
2.77K
New
$99.77 - $112.45 $276K - $311K
2.77K $291K
GE
General Electric CO

Industrials
1.13K
New
$166.81 - $257.39 $188K - $291K
1.13K $290K
INTU
Intuit Inc

Technology
366
New
$544.07 - $787.63 $199K - $288K
366 $288K
EMHC
Spdr Bloomberg Emerging Market
11.7K
New
$23.06 - $24.61 $269K - $287K
11.7K $287K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.11K
New
$55.54 - $69.09 $228K - $284K
4.11K $283K
AON
Aon PLC

Financial Services
794
New
$335.85 - $398.81 $267K - $317K
794 $283K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.96K
New
$45.2 - $46.6 $269K - $278K
5.96K $276K
SYF
Synchrony Financial

Financial Services
4.13K
New
$43.81 - $66.74 $181K - $275K
4.13K $275K
C
Citigroup Inc

Financial Services
2.27K
+ 40.63%
$58.13 - $85.12 $132K - $193K
7.85K $668K
PAYX
Paychex Inc

Industrials
1.85K
New
$137.01 - $159.78 $254K - $296K
1.85K $269K
DUK
Duke Energy Corp

Utilities
2.27K
New
$112.46 - $124.05 $255K - $281K
2.27K $267K
MET
Metlife Inc

Financial Services
3.33K
New
$68.42 - $82.49 $228K - $274K
3.33K $267K
NEE
Nextera Energy Inc

Utilities
3.84K
New
$64.11 - $75.0 $246K - $288K
3.84K $266K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.2K
New
$79.56 - $82.92 $254K - $265K
3.2K $265K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
841
New
$177.93 - $313.14 $150K - $263K
841 $263K
VO
Vanguard Mid Cap ETF

ETFs
931
New
$228.54 - $279.83 $213K - $261K
931 $260K
STE
Steris PLC

Healthcare
1.07K
New
$208.55 - $252.55 $224K - $271K
1.07K $257K
HCC
Warrior Met Coal, Inc.

Basic Materials
5.6K
New
$40.66 - $50.18 $228K - $281K
5.6K $256K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
3.17K
New
$65.42 - $80.7 $207K - $255K
3.17K $255K
CME
Cme Group Inc.

Financial Services
855
+ 52.62%
$252.37 - $290.71 $216K - $249K
2.48K $683K
FOXA
Fox Corp

Communication Services
4.44K
New
$47.21 - $57.04 $210K - $253K
4.44K $248K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.78K
New
$104.34 - $138.68 $186K - $247K
1.78K $247K
INGR
Ingredion Inc

Consumer Defensive
1.83K
New
$123.22 - $140.95 $225K - $258K
1.83K $247K
ASML
Asml Holding Nv

Technology
306
New
$595.37 - $815.24 $182K - $249K
306 $245K
SPGI
S&P Global Inc.

Financial Services
440
+ 71.2%
$438.31 - $527.29 $193K - $232K
1.06K $557K
CW
Curtiss Wright Corp

Industrials
494
New
$283.18 - $488.55 $140K - $241K
494 $241K
MRK
Merck & Co., Inc.

Healthcare
3.06K
New
$73.47 - $87.12 $224K - $266K
3.06K $241K
IGLB
Ishares 10+ Year Investment Gr

ETFs
4.79K
New
$47.55 - $50.44 $228K - $242K
4.79K $240K
ABBV
Abb Vie Inc.

Healthcare
1.56K
+ 73.29%
$170.16 - $206.27 $265K - $321K
3.68K $682K
HCA
Hca Healthcare, Inc.

Healthcare
620
New
$317.61 - $387.52 $197K - $240K
620 $237K
SJB
Proshares Tr Short High Yield

ETFs
15.2K
New
$15.61 - $16.71 $237K - $254K
15.2K $237K
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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