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
AVTR
Avantor, Inc.

Basic Materials
65.7K
+ 27.81%
$11.94 - $16.29 $785K - $1.07M
302K $4.07M
ROP
Roper Technologies Inc

Industrials
413
New
$519.19 - $590.78 $214K - $244K
413 $234K
WEC
Wec Energy Group, Inc.

Utilities
2.25K
New
$102.24 - $109.76 $230K - $246K
2.25K $233K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.83K
New
$109.83 - $131.67 $201K - $241K
1.83K $232K
RF
Regions Financial Corp

Financial Services
9.84K
New
$18.34 - $23.52 $180K - $231K
9.84K $231K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
520
New
$421.16 - $509.5 $219K - $265K
520 $231K
QCOM
Qualcomm Inc

Technology
1.36K
+ 57.55%
$124.66 - $159.48 $170K - $217K
3.73K $593K
CFG
Citizens Financial Group Inc

Financial Services
5.11K
New
$34.27 - $44.75 $175K - $228K
5.11K $228K
JHMM
John Hancock Multifactor Mid C

ETFs
3.72K
New
$50.32 - $61.13 $187K - $228K
3.72K $227K
TXN
Texas Instruments Inc

Technology
1.16K
New
N/A
1.16K $224K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.72K
New
$22.54 - $23.17 $219K - $225K
9.72K $223K
NOC
Northrop Grumman Corp

Industrials
443
New
$456.3 - $540.39 $202K - $239K
443 $221K
FIX
Comfort Systems Usa Inc

Industrials
412
New
$296.51 - $536.21 $122K - $221K
412 $220K
VNQI
Vanguard Global Ex U.S. Real

ETFs
4.79K
New
$37.77 - $46.15 $181K - $221K
4.79K $220K
PFE
Pfizer Inc

Healthcare
9.08K
New
$21.59 - $24.84 $196K - $226K
9.08K $220K
STRL
Sterling Construction CO Inc

Industrials
957
New
$104.96 - $231.51 $100K - $222K
957 $220K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.03K
New
$43.53 - $54.46 $175K - $219K
4.03K $219K
RTX
Raytheon Technologies Corp

Industrials
1.49K
New
$113.75 - $148.48 $170K - $222K
1.49K $218K
AMAT
Applied Materials Inc

Technology
1.17K
New
$126.95 - $183.52 $148K - $214K
1.17K $213K
PRU
Prudential Financial Inc

Financial Services
1.99K
New
$95.12 - $112.71 $189K - $224K
1.99K $213K
PGR
Progressive Corp

Financial Services
796
New
$255.27 - $288.74 $203K - $230K
796 $212K
FITB
Fifth Third Bancorp

Financial Services
5.16K
New
$33.32 - $41.51 $172K - $214K
5.16K $212K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.13K
New
$149.76 - $186.42 $170K - $211K
1.13K $211K
SBUX
Starbucks Corp

Consumer Cyclical
2.28K
New
$79.69 - $99.41 $182K - $226K
2.28K $208K
PEG
Public Service Enterprise Group Inc

Utilities
2.45K
New
$77.13 - $84.18 $189K - $206K
2.45K $206K
USB
Us Bancorp \De\

Financial Services
4.54K
New
$36.4 - $45.76 $165K - $208K
4.54K $205K
CEG
Constellation Energy Corp

Utilities
634
New
$170.96 - $322.76 $108K - $205K
634 $204K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.29K
New
$72.61 - $88.75 $167K - $204K
2.29K $203K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
383
New
$483.07 - $625.6 $185K - $240K
383 $201K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.31K
+ 19.16%
$51.16 - $62.02 $118K - $143K
14.4K $890K
LHX
L3 Harris Technologies, Inc.

Industrials
248
+ 8.29%
$200.21 - $256.99 $49.7K - $63.7K
3.24K $812K
CACI
Caci International Inc

Technology
420
+ 16.24%
N/A
3.01K $1.29M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.24K
+ 4.18%
$35.3 - $37.51 $114K - $121K
80.7K $3.03M
AXP
American Express CO

Financial Services
214
+ 10.13%
$231.39 - $318.98 $49.5K - $68.3K
2.33K $741K
UPS
United Parcel Service Inc

Industrials
2.13K
+ 44.6%
$91.92 - $110.2 $196K - $235K
6.91K $697K
CAT
Caterpillar Inc

Industrials
225
+ 16.65%
$273.94 - $388.21 $61.6K - $87.3K
1.58K $611K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.38K
+ 47.68%
$90.56 - $109.49 $125K - $151K
4.27K $466K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
98
+ 1.07%
$27.82 - $46.45 $2.73K - $4.55K
9.28K $431K
TDG
Trans Digm Group Inc

Industrials
82
+ 47.95%
$1231.75 - $1520.64 $101K - $125K
253 $384K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
27.1K
New
$4.83 - $5.39 $131K - $146K
27.1K $145K
JNJ
Johnson & Johnson

Healthcare
1.23K
+ 35.13%
$146.36 - $159.82 $180K - $197K
4.74K $723K
BKNG
Booking Holdings Inc.

Consumer Cyclical
13
+ 28.89%
$4164.15 - $5789.24 $54.1K - $75.3K
58 $335K
LMT
Lockheed Martin Corp

Industrials
164
+ 6.51%
$430.82 - $486.45 $70.7K - $79.8K
2.68K $1.24M
EOG
Eog Resources Inc

Energy
1.19K
+ 33.43%
$104.61 - $129.97 $125K - $155K
4.76K $569K
NEM
Newmont Corp

Basic Materials
398
+ 4.82%
$44.18 - $59.46 $17.6K - $23.7K
8.66K $504K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.75K
+ 33.68%
$24.38 - $30.18 $67.1K - $83.1K
10.9K $329K
SYK
Stryker Corp

Healthcare
214
+ 37.74%
$337.37 - $395.63 $72.2K - $84.7K
781 $308K
GLW
Corning Inc

Technology
578
+ 7.32%
$39.07 - $52.59 $22.6K - $30.4K
8.48K $445K
MDT
Medtronic PLC

Healthcare
1.23K
+ 11.9%
$80.68 - $88.86 $98.8K - $109K
11.5K $1M
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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