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
EMHC
Spdr Bloomberg Emerging Market
220
+ 1.89%
$24.31 - $25.33 $5.35K - $5.57K
11.9K $299K
SRLN
Ssga Active Trust

ETFs
291
+ 3.9%
$41.28 - $41.65 $12K - $12.1K
7.76K $322K
EDV
Vanguard Extended Duration Tre

ETFs
77
+ 1.36%
$63.28 - $69.5 $4.87K - $5.35K
5.72K $391K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
99
+ 0.45%
$24.73 - $25.29 $2.45K - $2.5K
22.2K $560K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
155
+ 0.7%
$11.51 - $12.4 $1.78K - $1.92K
22.1K $272K
Tempus Ai Inc
336
+ 2.45%
N/A
14K $0
Vanguard Instl Index Fd
27.4K
New
N/A
27.4K $0
DVOL
First Tr ETF Vi Dorsey Wright
15.3K
New
N/A
15.3K $0
Blackrock Inc
51
+ 20.24%
N/A
303 $0
Flagstar Financial Inc
909
+ 1.57%
N/A
58.7K $0
Noble Corp PLC
1.03K
+ 3.62%
N/A
29.5K $0
Valued Advisers Tr
171
+ 0.04%
N/A
405K $0
Ge Vernova Inc
348
New
N/A
348 $0
Barrick Mng Corp
19.3K
New
N/A
19.3K $0
T
At&T Inc.

Communication Services
733
+ 2.57%
$26.94 - $29.62 $19.7K - $21.7K
29.3K $826K
Arista Networks Inc
1.7K
New
N/A
1.7K $0
Linde PLC
159
+ 24.31%
N/A
813 $0
USFR
Wisdomtree Floating Rate Treas

ETFs
10
+ 0.2%
$50.23 - $50.48 $502 - $505
4.99K $250K
Spdr Series Trust
7.2K
+ 40.1%
N/A
25.1K $0
SJB
Proshares Tr Short High Yield

ETFs
162
+ 1.07%
$15.36 - $15.72 $2.49K - $2.55K
15.4K $236K
SBUX
Starbucks Corp

Consumer Cyclical
155
+ 6.8%
$81.9 - $96.86 $12.7K - $15K
2.43K $205K
PRU
Prudential Financial Inc

Financial Services
8
+ 0.4%
$100.68 - $109.89 $805 - $879
1.99K $206K
SPGI
S&P Global Inc.

Financial Services
70
+ 6.62%
$484.94 - $564.15 $33.9K - $39.5K
1.13K $549K
ZTS
Zoetis Inc.

Healthcare
84
+ 3.53%
$141.13 - $159.19 $11.9K - $13.4K
2.46K $360K
CB
Chubb LTD

Financial Services
55
+ 1.56%
$265.99 - $289.59 $14.6K - $15.9K
3.58K $1.01M
ACN
Accenture PLC

Technology
149
+ 14.52%
$232.56 - $304.78 $34.7K - $45.4K
1.18K $289K
EOG
Eog Resources Inc

Energy
131
+ 2.75%
$112.12 - $126.1 $14.7K - $16.5K
4.89K $548K
DIS
Walt Disney CO

Communication Services
43
+ 1.55%
$112.25 - $124.0 $4.83K - $5.33K
2.81K $321K
PAYX
Paychex Inc

Industrials
67
+ 3.62%
$126.69 - $147.99 $8.49K - $9.92K
1.92K $243K
CRM
Salesforce, Inc.

Technology
89
+ 6.75%
$231.66 - $273.65 $20.6K - $24.4K
1.41K $333K
AMT
American Tower Corp

Real Estate
1
+ 0.06%
$192.32 - $232.35 $192 - $232
1.6K $307K
LNG
Cheniere Energy, Inc.

Energy
230
+ 1.87%
$222.68 - $244.28 $51.2K - $56.2K
12.5K $2.94M
CMCSA
Comcast Corp

Communication Services
1.02K
+ 4.17%
$31.41 - $36.33 $32.1K - $37.2K
25.5K $802K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
125
+ 5.25%
$108.8 - $169.61 $13.6K - $21.2K
2.51K $272K
IBN
Icici Bank LTD

Financial Services
828
+ 1.43%
$30.23 - $34.41 $25K - $28.5K
58.6K $1.77M
LBRDK
Liberty Broadband Corp

Communication Services
2.18K
+ 16.83%
$58.3 - $100.8 $127K - $220K
15.1K $960K
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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