Vision Point Advisory Group, LLC Incresed Positions in Q2 2025

Vision Point Advisory Group, LLC

  • $432 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
85K
+ 1664.47%
$58.41 - $72.69 $4.96M - $6.18M
90.1K $6.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
9.1K
+ 203.26%
$496.48 - $617.85 $4.52M - $5.62M
13.6K $8.39M
NVDA
Nvidia Corp

Technology
25.5K
+ 92.82%
$94.31 - $157.99 $2.41M - $4.04M
53.1K $8.38M
MSFT
Microsoft Corp

Technology
7.54K
+ 84.06%
$354.56 - $497.45 $2.67M - $3.75M
16.5K $8.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.67K
+ 43.29%
$416.06 - $551.64 $2.36M - $3.13M
18.8K $10.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.16K
+ 64.36%
$456.74 - $568.03 $2.81M - $3.5M
15.7K $8.94M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
39.3K
+ 79.56%
$91.43 - $91.74 $3.59M - $3.6M
88.6K $8.13M
IVV
Ishares Core S&P 500 ETF

ETFs
4.9K
+ 500.31%
$498.8 - $620.9 $2.45M - $3.04M
5.88K $3.65M
DLTR
Dollar Tree, Inc.

Consumer Defensive
24.7K
+ 647.79%
$67.22 - $100.51 $1.66M - $2.49M
28.5K $2.83M
HYLB
Xtrackers Usd High Yield Corp

ETFs
68.3K
+ 618.52%
$34.72 - $36.92 $2.37M - $2.52M
79.4K $2.93M
AAPL
Apple Inc.

Technology
11.8K
+ 72.15%
$172.42 - $223.89 $2.03M - $2.64M
28.1K $5.77M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
47.4K
+ 509.78%
$34.72 - $42.74 $1.64M - $2.02M
56.6K $2.42M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
48.2K
+ 430.01%
$32.66 - $40.75 $1.57M - $1.96M
59.4K $2.4M
META
Meta Platforms, Inc.

Communication Services
2.54K
+ 348.02%
$484.66 - $738.09 $1.23M - $1.88M
3.28K $2.42M
AVGO
Broadcom Inc.

Technology
5.72K
+ 180.63%
$146.29 - $275.65 $836K - $1.58M
8.88K $2.45M
SPYG
Spdr Portfolio

ETFs
18.1K
+ 633.6%
$71.83 - $95.32 $1.3M - $1.72M
20.9K $1.99M
ORCL
Oracle Corp

Technology
2.1K
+ 14.74%
$122.82 - $218.63 $258K - $460K
16.4K $3.58M
TSLA
Tesla, Inc.

Consumer Cyclical
4.05K
+ 188.16%
$221.86 - $362.89 $899K - $1.47M
6.2K $1.97M
NOW
Service Now, Inc.

Technology
1.14K
+ 275.79%
$721.65 - $1040.18 $822K - $1.18M
1.55K $1.6M
JPM
Jpmorgan Chase & CO

Financial Services
3.18K
+ 42.91%
$210.28 - $289.91 $668K - $921K
10.6K $3.07M
WMT
Walmart Inc.

Consumer Defensive
12.1K
+ 256.1%
$81.79 - $99.98 $992K - $1.21M
16.9K $1.65M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
27.7K
+ 78.93%
$40.82 - $43.14 $1.13M - $1.19M
62.8K $2.71M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12K
+ 201.99%
$96.84 - $99.46 $1.16M - $1.19M
18K $1.78M
CCJ
Cameco Corp

Energy
328
+ 0.98%
$36.68 - $74.46 $12K - $24.4K
33.9K $2.52M
IEFA
Ishares Tr

ETFs
11.4K
+ 124.56%
$67.83 - $84.09 $770K - $955K
20.5K $1.71M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.35K
+ 25.6%
$72.96 - $90.39 $537K - $665K
36.1K $3.23M
V
Visa Inc.

Financial Services
2.37K
+ 120.53%
$308.27 - $373.31 $731K - $885K
4.34K $1.54M
DE
Deere & CO

Industrials
602
+ 4.39%
$412.99 - $531.48 $249K - $320K
14.3K $7.28M
SHV
Ishares Tr

ETFs
7.63K
+ 98.3%
$110.06 - $110.46 $839K - $842K
15.4K $1.7M
COST
Costco Wholesale Corp

Consumer Defensive
700
+ 152.51%
$908.13 - $1056.85 $636K - $740K
1.16K $1.15M
MA
Mastercard Inc

Financial Services
1.24K
+ 103.85%
$479.92 - $590.74 $595K - $733K
2.43K $1.37M
IEF
Ishares Barclays

ETFs
7.43K
+ 257.29%
$93.15 - $96.56 $692K - $717K
10.3K $987K
NFLX
Netflix Inc

Communication Services
369
+ 75.15%
$855.86 - $1339.13 $316K - $494K
860 $1.15M
LLY
Eli Lilly & CO

Healthcare
939
+ 90.12%
$713.71 - $898.95 $670K - $844K
1.98K $1.54M
XLK
Technology Sector Spdr

ETFs
2.32K
+ 239.53%
$179.73 - $253.23 $417K - $588K
3.29K $833K
CYBR
Cyber Ark Software Ltd.

Technology
494
+ 8.32%
$305.98 - $406.88 $151K - $201K
6.43K $2.62M
IBM
International Business Machines Corp

Technology
1.47K
+ 42.86%
$221.03 - $294.78 $326K - $435K
4.91K $1.45M
CRL
Charles River Laboratories International, Inc.

Healthcare
3.82K
+ 39.42%
$99.75 - $151.89 $381K - $579K
13.5K $2.05M
PG
Procter & Gamble CO

Consumer Defensive
3.76K
+ 165.01%
$157.66 - $172.39 $593K - $648K
6.04K $961K
GLD
Spdr Gold Trust

ETFs
956
+ 5.71%
$273.71 - $316.29 $262K - $302K
17.7K $5.39M
SECT
Sector 10, Inc.

ETFs
8.27K
+ 65.97%
$45.25 - $58.07 $374K - $480K
20.8K $1.21M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.08K
+ 10.41%
$121.58 - $136.74 $496K - $558K
43.3K $5.87M
RNST
Renasant Corp

Financial Services
14.8K
+ 199.05%
$27.68 - $36.52 $410K - $540K
22.2K $798K
GOOG
Alphabet Inc.

Communication Services
635
+ 3.23%
$146.58 - $180.01 $93.1K - $114K
20.3K $3.6M
FISV
Fiserv Inc

Technology
4.15K
+ 29.64%
N/A
18.2K $2.27M
TIP
Ishares Tr Tips Bd ETF

ETFs
4.19K
+ 175.78%
$107.93 - $110.97 $452K - $465K
6.57K $722K
CVX
Chevron Corp

Energy
3.51K
+ 186.95%
$133.73 - $168.51 $470K - $592K
5.39K $771K
NRG
Nrg Energy, Inc.

Utilities
1.1K
+ 28.27%
$83.61 - $162.67 $91.6K - $178K
4.97K $797K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
15.3K
+ 4.62%
$24.98 - $25.66 $381K - $391K
345K $8.84M
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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