Vision Point Advisory Group, LLC Incresed Positions in Q4 2025

Vision Point Advisory Group, LLC

  • $485 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.77K
+ 61.89%
$656.2 - $690.71 $1.82M - $1.91M
7.24K $4.89M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.8K
+ 134.69%
$99.87 - $101.27 $1.58M - $1.6M
27.6K $2.76M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.58K
+ 34.21%
$185.12 - $192.11 $1.59M - $1.65M
33.7K $6.31M
NOW
Service Now, Inc.

Technology
1.67K
+ 402.65%
$835.79 - $946.29 $1.4M - $1.58M
2.09K $1.74M
XLK
Technology Sector Spdr

ETFs
3.73K
+ 125.09%
$278.39 - $304.13 $1.04M - $1.14M
6.72K $1.94M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.8K
+ 25.3%
$42.26 - $44.28 $880K - $922K
103K $4.51M
ACN
Accenture PLC

Technology
3.87K
+ 329.11%
$234.02 - $253.35 $905K - $980K
5.04K $1.22M
COPX
Global X Copper Miners ETF

ETFs
14.3K
+ 125.35%
$57.93 - $64.14 $830K - $919K
25.8K $1.58M
FDL
First Tr Morningstar Dividend

ETFs
19.6K
+ 46.72%
$42.27 - $43.9 $827K - $859K
61.4K $2.68M
RTO
Rentokil Initial PLC

Industrials
26.7K
+ 35.72%
$25.45 - $29.68 $680K - $793K
101K $2.68M
XLU
Utilities Sector Spdr

ETFs
8.41K
+ 218.11%
$87.89 - $92.9 $739K - $781K
12.3K $1.09M
LLY
Eli Lilly & CO

Healthcare
309
+ 19.83%
$799.57 - $1025.28 $247K - $317K
1.87K $1.91M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.85K
+ 14.35%
$91.46 - $91.76 $718K - $720K
62.5K $5.73M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11.6K
+ 53.59%
$54.27 - $56.85 $628K - $657K
33.1K $1.86M
VVV
Valvoline Inc

Energy
29.2K
+ 47.41%
$31.29 - $36.07 $914K - $1.05M
90.8K $2.85M
QCOM
Qualcomm Inc

Technology
3.84K
+ 102.84%
$153.59 - $187.68 $589K - $720K
7.57K $1.26M
RDVY
First Trust Rising Dividend Ac

ETFs
9.59K
+ 32.06%
$65.02 - $68.31 $624K - $655K
39.5K $2.65M
HYG
Ishares Tr

ETFs
8.2K
+ 14.53%
$79.95 - $81.28 $655K - $666K
64.6K $5.18M
SECT
Sector 10, Inc.

ETFs
9.31K
+ 27.61%
$61.68 - $64.94 $574K - $604K
43K $2.71M
GOOGL
Alphabet Inc.

Communication Services
861
+ 8.39%
$236.57 - $291.31 $204K - $251K
11.1K $3.07M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
9.59K
+ 36.11%
$59.91 - $60.13 $574K - $576K
36.1K $2.17M
TQQQ
Proshares Ultrapro Qqq

ETFs
5.01K
+ 83.44%
$97.07 - $120.61 $486K - $604K
11K $1.15M
NVDA
Nvidia Corp

Technology
2.82K
+ 4.5%
$179.83 - $207.04 $508K - $584K
65.5K $12.2M
MRK
Merck & Co., Inc.

Healthcare
5.22K
+ 159.47%
$82.49 - $92.93 $431K - $485K
8.5K $788K
ETR
Entergy Corp

Utilities
5K
+ 25.9%
$93.4 - $97.65 $467K - $488K
24.3K $2.31M
SPTL
Spdr Portfolio Long Term Treas

ETFs
18.8K
+ 130.85%
$26.76 - $27.67 $503K - $521K
33.2K $890K
CVX
Chevron Corp

Energy
3.12K
+ 38.16%
$148.9 - $157.72 $465K - $492K
11.3K $1.75M
SPY
Spdr S&P 500 ETF Trust

ETFs
707
+ 4.07%
$653.02 - $687.39 $462K - $486K
18.1K $12M
SPYG
Spdr Portfolio

ETFs
4.2K
+ 15.07%
$102.4 - $109.39 $430K - $459K
32K $3.36M
HD
Home Depot, Inc.

Consumer Cyclical
1.62K
+ 46.61%
$358.03 - $397.02 $581K - $645K
5.11K $1.83M
ADBE
Adobe Inc.

Technology
1.3K
+ 160.4%
$325.07 - $359.91 $421K - $466K
2.1K $683K
LNG
Cheniere Energy, Inc.

Energy
2.9K
+ 23.21%
$205.63 - $235.74 $597K - $685K
15.4K $3.32M
MDT
Medtronic PLC

Healthcare
3.64K
+ 18.24%
$90.06 - $98.43 $328K - $358K
23.6K $2.27M
QLD
Proshares Ultra Qqq

ETFs
2.46K
+ 83.66%
$131.81 - $152.77 $324K - $376K
5.4K $752K
NEM
Newmont Corp

Basic Materials
3.58K
+ 36.06%
$78.63 - $98.27 $281K - $351K
13.5K $1.17M
KO
Coca Cola CO

Consumer Defensive
3.83K
+ 46.36%
$66.1 - $71.61 $253K - $274K
12.1K $853K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.83K
+ 20.59%
$49.78 - $50.16 $290K - $292K
34.1K $1.71M
FSIG
First Tr ETF Iv LTD Duration I
15.3K
+ 23.79%
$19.18 - $19.31 $293K - $295K
79.4K $1.52M
GILD
Gilead Sciences, Inc.

Healthcare
1.67K
+ 34.44%
$110.56 - $125.2 $185K - $209K
6.53K $809K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.55K
+ 2.72%
$76.84 - $80.86 $196K - $206K
96.5K $7.63M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
10.6K
+ 47.5%
$25.17 - $25.38 $266K - $268K
32.8K $826K
AMGN
Amgen Inc

Healthcare
74
+ 1.97%
$290.13 - $341.71 $21.5K - $25.3K
3.82K $1.31M
AVGO
Broadcom Inc.

Technology
313
+ 2.9%
$324.63 - $385.98 $102K - $121K
11.1K $3.8M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.8K
+ 5.49%
$44.68 - $47.47 $214K - $228K
92.2K $4.33M
SYF
Synchrony Financial

Financial Services
2.77K
+ 40.52%
$68.02 - $75.49 $188K - $209K
9.61K $702K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.43K
+ 5.31%
$45.45 - $48.31 $156K - $165K
67.9K $3.22M
LVHI
Franklin International Low Vol

ETFs
2.64K
+ 5.18%
$34.73 - $36.81 $91.7K - $97.2K
53.6K $1.96M
IEFA
Ishares Tr

ETFs
1.6K
+ 5.97%
$86.09 - $89.88 $137K - $143K
28.3K $2.51M
AGNC
Agnc Investment Corp.

Real Estate
5.19K
+ 1.47%
$9.88 - $10.34 $51.2K - $53.6K
359K $3.64M
Activity Summary
Buys All Purchases 234 New Holdings 44 Increased Positions 190 Sells All Sells 154 Reductions 154 Sold out 0 Options Calls 0 Puts 0
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