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
INTU
Intuit Inc

Technology
153
+ 41.8%
$646.03 - $807.39 $98.8K - $124K
519 $354K
GS
Goldman Sachs Group Inc

Financial Services
15
+ 2.56%
$696.56 - $806.32 $10.4K - $12.1K
602 $479K
PKG
Packaging Corp Of America

Consumer Cyclical
30
+ 1.57%
$191.41 - $220.25 $5.74K - $6.61K
1.95K $423K
AXP
American Express CO

Financial Services
88
+ 3.78%
$294.27 - $342.31 $25.9K - $30.1K
2.41K $801K
BAC
Bank Of America Corp

Financial Services
225
+ 2.1%
$44.92 - $52.42 $10.1K - $11.8K
10.9K $564K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
4.24K
+ 23.79%
$10.62 - $11.43 $45.1K - $48.5K
22.1K $251K
GLDM
World Gold Trust

ETFs
63
+ 1.35%
$64.73 - $76.45 $4.08K - $4.82K
4.71K $360K
NOC
Northrop Grumman Corp

Industrials
13
+ 2.93%
$498.9 - $609.32 $6.49K - $7.92K
456 $277K
ENB
Enbridge Inc

Energy
100
+ 1.02%
$43.79 - $50.46 $4.38K - $5.05K
9.93K $500K
GILD
Gilead Sciences, Inc.

Healthcare
491
+ 11.25%
$108.22 - $120.47 $53.1K - $59.2K
4.86K $538K
RTX
Raytheon Technologies Corp

Industrials
120
+ 8.04%
$144.19 - $167.33 $17.3K - $20.1K
1.61K $269K
SJNK
Spdr Bloomberg Short Term High

ETFs
1.54K
+ 2.07%
$25.28 - $25.63 $39K - $39.5K
75.8K $1.94M
NEE
Nextera Energy Inc

Utilities
331
+ 8.62%
$69.77 - $77.54 $23.1K - $25.7K
4.17K $314K
CEG
Constellation Energy Corp

Utilities
128
+ 20.19%
$298.82 - $354.89 $38.2K - $45.4K
762 $250K
XOM
Exxon Mobil Corp

Energy
136
+ 2.22%
$105.83 - $117.22 $14.4K - $15.9K
6.26K $705K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
369
+ 2.24%
$102.4 - $103.88 $37.8K - $38.3K
16.8K $1.74M
VOT
Vanguard Mid Cap Growth Index

ETFs
111
+ 9.6%
$282.75 - $294.19 $31.4K - $32.7K
1.27K $372K
ELV
Elevance Health, Inc.

Healthcare
418
+ 30.29%
$274.66 - $395.76 $115K - $165K
1.8K $580K
ANNX
Annexon, Inc.

Healthcare
15K
New
$2.05 - $3.37 $30.7K - $50.6K
15K $44K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
411
+ 10.21%
$54.35 - $59.32 $22.3K - $24.4K
4.44K $262K
BMY
Bristol Myers Squibb CO

Healthcare
1.38K
+ 7.1%
$43.31 - $48.98 $59.9K - $67.8K
20.9K $941K
JEPI
J P Morgan Exchange Traded Fd

ETFs
705
+ 15.71%
$55.61 - $57.37 $39.2K - $40.4K
5.19K $295K
PFE
Pfizer Inc

Healthcare
1.12K
+ 12.36%
$23.29 - $25.88 $26.2K - $29.1K
10.2K $260K
NRG
Nrg Energy, Inc.

Utilities
205
+ 4.13%
$144.77 - $173.91 $29.7K - $35.7K
5.17K $837K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
739
+ 8.97%
$50.82 - $51.09 $37.6K - $37.8K
8.98K $458K
PIM
Putnam Master Intermediate Income Trust

Financial Services
10.6K
+ 100.56%
$3.29 - $3.49 $34.7K - $36.9K
21.1K $72K
EMR
Emerson Electric CO

Industrials
336
+ 9.21%
$128.6 - $149.63 $43.2K - $50.3K
3.99K $522K
RF
Regions Financial Corp

Financial Services
253
+ 2.57%
$24.03 - $27.41 $6.08K - $6.93K
10.1K $266K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
2.41K
+ 10.42%
$9.66 - $10.45 $23.3K - $25.2K
25.5K $266K
MRK
Merck & Co., Inc.

Healthcare
219
+ 7.17%
$77.6 - $87.37 $17K - $19.1K
3.27K $274K
VZ
Verizon Communications Inc

Communication Services
373
+ 1.51%
$40.84 - $45.06 $15.2K - $16.8K
25.1K $1.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.38K
+ 14.2%
$22.64 - $23.22 $31.3K - $32.1K
11.1K $256K
DUK
Duke Energy Corp

Utilities
147
+ 6.49%
$116.31 - $125.93 $17.1K - $18.5K
2.41K $298K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
149
+ 1.53%
$55.15 - $58.11 $8.22K - $8.66K
9.9K $568K
DGRO
Ishares Core Dividend Growth E

ETFs
221
+ 6.33%
$64.12 - $68.08 $14.2K - $15K
3.71K $251K
MA
Mastercard Inc

Financial Services
17
+ 0.7%
$550.18 - $598.96 $9.35K - $10.2K
2.45K $1.39M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
145
+ 6.32%
$87.69 - $96.0 $12.7K - $13.9K
2.44K $230K
XLF
Financial Sector Spdr

ETFs
254
+ 2.77%
$51.37 - $54.25 $13K - $13.8K
9.43K $507K
QCOM
Qualcomm Inc

Technology
6
+ 0.16%
$145.84 - $173.55 $875 - $1.04K
3.73K $620K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
209
+ 5.16%
$92.18 - $95.14 $19.3K - $19.9K
4.26K $404K
GUT
Gabelli Utility Trust

Financial Services
1.02K
+ 1.51%
$5.8 - $6.18 $5.93K - $6.32K
68.6K $416K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
202
+ 4.94%
$53.81 - $57.52 $10.9K - $11.6K
4.29K $246K
HIG
Hartford Financial Services Group, Inc.

Financial Services
73
+ 3.98%
$119.73 - $134.7 $8.74K - $9.83K
1.91K $254K
STE
Steris PLC

Healthcare
54
+ 5.03%
$221.21 - $252.43 $11.9K - $13.6K
1.13K $279K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
338
+ 1.48%
$11.55 - $12.56 $3.9K - $4.25K
23.2K $291K
HYD
Vaneck High Yield Muni ETF

ETFs
269
+ 3.92%
$48.85 - $50.94 $13.1K - $13.7K
7.14K $363K
USB
Us Bancorp \De\

Financial Services
68
+ 1.5%
$43.94 - $50.41 $2.99K - $3.43K
4.61K $222K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
1.11K
+ 9.82%
$11.04 - $11.83 $12.2K - $13.1K
12.4K $144K
SPTL
Spdr Portfolio Long Term Treas

ETFs
293
+ 2.08%
$25.67 - $27.21 $7.52K - $7.97K
14.4K $387K
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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