Vision Point Advisory Group, LLC Incresed Positions in Q1 2025

Vision Point Advisory Group, LLC

  • $265 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.24K
+ 616.08%
$507.05 - $563.67 $4.18M - $4.64M
9.57K $4.92M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
21.2K
+ 1619.91%
$114.57 - $118.14 $2.42M - $2.5M
22.5K $2.65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.45K
+ 71.29%
$468.34 - $539.52 $2.55M - $2.94M
13.1K $6.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.97K
+ 197.54%
$551.42 - $612.93 $1.64M - $1.82M
4.48K $2.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.35K
+ 13.1%
$442.66 - $534.52 $598K - $722K
11.7K $6.21M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
29.3K
+ 1339.65%
$50.39 - $50.66 $1.48M - $1.49M
31.5K $1.6M
FIS
Fidelity National Information Services, Inc.

Technology
20.3K
+ 62.17%
$68.12 - $83.42 $1.38M - $1.69M
52.8K $3.95M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.48K
+ 257.31%
$497.6 - $606.74 $1.24M - $1.51M
3.45K $1.72M
SCHW
Schwab Charles Corp

Financial Services
11.6K
+ 55.77%
$71.24 - $83.64 $828K - $972K
32.5K $2.54M
NICE
Nice Ltd.

Technology
7.54K
+ 45.78%
$139.18 - $178.5 $1.05M - $1.35M
24K $3.7M
MDT
Medtronic PLC

Healthcare
9.27K
+ 903.12%
$79.84 - $94.5 $740K - $876K
10.3K $924K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
17.6K
+ 29.46%
$36.63 - $37.45 $645K - $660K
77.4K $2.85M
LNG
Cheniere Energy, Inc.

Energy
1.65K
+ 14.99%
$209.32 - $253.66 $345K - $419K
12.7K $2.93M
AVTR
Avantor, Inc.

Basic Materials
79.6K
+ 50.78%
$15.5 - $22.57 $1.23M - $1.8M
236K $3.83M
JNJ
Johnson & Johnson

Healthcare
3.03K
+ 639.24%
$142.06 - $167.7 $430K - $508K
3.5K $581K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
1.19K
+ 4.14%
$74.5 - $92.3 $88.5K - $110K
29.9K $2.73M
ETN
Eaton Corp PLC

Industrials
2.56K
+ 69.08%
$271.83 - $371.23 $696K - $951K
6.27K $1.7M
QLD
Proshares Ultra Qqq

ETFs
6.93K
+ 84.1%
$88.88 - $119.12 $616K - $826K
15.2K $1.35M
TSLA
Tesla, Inc.

Consumer Cyclical
1.9K
+ 737.74%
$222.15 - $428.22 $421K - $812K
2.15K $557K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
10.4K
+ 3.24%
$24.73 - $25.62 $256K - $266K
330K $8.43M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
9.33K
+ 4.63%
$20.83 - $23.69 $194K - $221K
211K $4.73M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.27K
+ 255.72%
$95.85 - $99.25 $410K - $424K
5.94K $587K
WMB
Williams Companies, Inc.

Energy
3.37K
+ 8.89%
$54.02 - $61.09 $182K - $206K
41.3K $2.47M
TQQQ
Proshares Ultrapro Qqq

ETFs
11.6K
+ 95.67%
$57.3 - $90.39 $663K - $1.05M
23.7K $1.36M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
5.84K
+ 5.3%
$22.15 - $24.94 $129K - $146K
116K $2.89M
IVV
Ishares Core S&P 500 ETF

ETFs
685
+ 232.2%
$554.06 - $615.85 $380K - $422K
980 $550K
WMT
Walmart Inc.

Consumer Defensive
4.14K
+ 689.33%
$84.5 - $105.05 $349K - $434K
4.74K $415K
BALL
Ball Corp

Consumer Cyclical
8.57K
+ 22.73%
$49.04 - $56.53 $420K - $485K
46.3K $2.41M
SHV
Ishares Tr

ETFs
3.06K
+ 65.25%
$110.11 - $110.51 $337K - $338K
7.76K $856K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
437
+ 7.83%
$80.53 - $147.57 $35.2K - $64.5K
6.02K $795K
LHX
L3 Harris Technologies, Inc.

Industrials
1.53K
+ 104.93%
$194.65 - $222.86 $298K - $341K
2.99K $625K
AGNC
Agnc Investment Corp.

Real Estate
19.7K
+ 6.4%
$9.12 - $10.54 $180K - $208K
328K $3.14M
JPM
Jpmorgan Chase & CO

Financial Services
985
+ 15.35%
$225.19 - $279.95 $222K - $276K
7.4K $1.82M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.7K
+ 149.09%
$33.84 - $37.77 $227K - $253K
11.2K $407K
NVDA
Nvidia Corp

Technology
7.13K
+ 34.96%
$106.98 - $149.43 $763K - $1.07M
27.5K $2.98M
KO
Coca Cola CO

Consumer Defensive
3.09K
+ 197.32%
$60.81 - $72.32 $188K - $223K
4.66K $333K
COP
Conocophillips

Energy
837
+ 3.35%
$88.6 - $105.85 $74.2K - $88.6K
25.8K $2.71M
CB
Chubb LTD

Financial Services
490
+ 17.21%
$257.71 - $301.99 $126K - $148K
3.34K $1.01M
VZ
Verizon Communications Inc

Communication Services
3.09K
+ 26.21%
$37.81 - $46.49 $117K - $144K
14.9K $675K
XOM
Exxon Mobil Corp

Energy
1.5K
+ 97.15%
$105.44 - $118.93 $158K - $178K
3.04K $361K
CCJ
Cameco Corp

Energy
10.1K
+ 42.86%
$40.64 - $56.86 $410K - $573K
33.6K $1.38M
HD
Home Depot, Inc.

Consumer Cyclical
629
+ 25.05%
$347.25 - $424.87 $218K - $267K
3.14K $1.15M
SJNK
Spdr Bloomberg Short Term High

ETFs
7.04K
+ 12.77%
$25.08 - $25.64 $177K - $181K
62.2K $1.56M
BMY
Bristol Myers Squibb CO

Healthcare
927
+ 3.61%
$53.9 - $63.11 $50K - $58.5K
26.6K $1.62M
TMUS
T Mobile Us, Inc.

Communication Services
101
+ 3.32%
$211.3 - $272.83 $21.3K - $27.6K
3.15K $839K
LBRDK
Liberty Broadband Corp

Communication Services
227
+ 1.61%
$73.49 - $88.64 $16.7K - $20.1K
14.3K $1.22M
WMG
Warner Music Group Corp.

Communication Services
4.4K
+ 6.54%
$29.3 - $36.3 $129K - $160K
71.6K $2.25M
GOLD
Barrick Gold Corp

Basic Materials
4.93K
+ 35.11%
$15.45 - $19.56 $76.2K - $96.5K
19K $369K
ABBV
Abb Vie Inc.

Healthcare
473
+ 28.67%
$169.2 - $216.66 $80K - $102K
2.12K $444K
Activity Summary
Buys All Purchases 151 New Holdings 31 Increased Positions 120 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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