Vision Point Advisory Group, LLC Incresed Positions in Q3 2025

Vision Point Advisory Group, LLC

  • $473 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
9.6K
+ 18.1%
$153.3 - $186.58 $1.47M - $1.79M
62.7K $11.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.77K
+ 27.78%
$617.65 - $666.84 $2.33M - $2.52M
17.4K $11.6M
TSLA
Tesla, Inc.

Consumer Cyclical
4.41K
+ 71.05%
$293.94 - $444.72 $1.3M - $1.96M
10.6K $4.72M
AAPL
Apple Inc.

Technology
3.82K
+ 13.58%
$202.38 - $256.87 $773K - $981K
31.9K $8.13M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.97K
+ 90.49%
$404.94 - $499.99 $1.61M - $1.98M
8.36K $4.05M
XLI
Industrial Sector Spdr

ETFs
10.1K
+ 445.06%
$147.94 - $154.99 $1.49M - $1.56M
12.4K $1.91M
GOOG
Alphabet Inc.

Communication Services
641
+ 3.16%
$175.16 - $255.24 $112K - $164K
21K $5.1M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
34K
+ 63.68%
$46.51 - $50.07 $1.58M - $1.7M
87.4K $4.1M
MU
Micron Technology Inc

Technology
4.84K
+ 51.48%
$104.88 - $168.89 $508K - $818K
14.3K $2.38M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23K
+ 38.7%
$39.8 - $42.86 $914K - $985K
82.3K $3.52M
MSFT
Microsoft Corp

Technology
1.41K
+ 8.55%
$491.09 - $535.64 $693K - $756K
17.9K $9.29M
EEM
Ishares Msci Emerging Markets

ETFs
14.4K
+ 31.14%
$48.07 - $53.4 $692K - $769K
60.7K $3.24M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.51K
+ 23.58%
$87.29 - $93.61 $743K - $796K
44.6K $4.16M
IGF
Ishares Global Infrastructure

ETFs
14.9K
+ 131.47%
$58.29 - $61.43 $871K - $918K
26.3K $1.61M
SPYG
Spdr Portfolio

ETFs
6.92K
+ 33.1%
$94.33 - $105.31 $653K - $729K
27.8K $2.91M
SECT
Sector 10, Inc.

ETFs
12.9K
+ 61.93%
$57.95 - $63.16 $747K - $814K
33.7K $2.12M
MDT
Medtronic PLC

Healthcare
8.44K
+ 73.29%
$87.67 - $95.74 $740K - $808K
20K $1.9M
UNH
Unitedhealth Group Inc

Healthcare
2.42K
+ 203.45%
$237.77 - $353.61 $575K - $855K
3.61K $1.25M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.84K
+ 4.26%
$72.65 - $78.68 $279K - $302K
93.9K $7.36M
GOOGL
Alphabet Inc.

Communication Services
554
+ 5.71%
$174.36 - $254.72 $96.6K - $141K
10.3K $2.49M
VNQI
Vanguard Global Ex U.S. Real

ETFs
15.1K
+ 315.82%
$45.22 - $48.34 $683K - $731K
19.9K $949K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12.1K
+ 42.16%
$42.26 - $47.16 $510K - $569K
40.7K $1.88M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11.3K
+ 109.55%
$52.12 - $55.33 $588K - $624K
21.6K $1.19M
IEFA
Ishares Tr

ETFs
6.24K
+ 30.47%
$81.7 - $87.53 $510K - $546K
26.7K $2.33M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.87K
+ 13.89%
$42.67 - $46.91 $336K - $369K
64.5K $3.02M
CACI
Caci International Inc

Technology
1.34K
+ 44.4%
N/A
4.34K $1.86M
TJX
Tjx Companies Inc

Consumer Cyclical
2.98K
+ 66.34%
$121.35 - $144.54 $362K - $431K
7.47K $1.08M
CVX
Chevron Corp

Energy
2.79K
+ 51.74%
$145.57 - $161.83 $406K - $451K
8.18K $1.27M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.68K
+ 17.4%
$96.22 - $98.19 $354K - $362K
24.8K $2.43M
VTI
Vanguard Total Stock Market Et

ETFs
801
+ 23.85%
$303.93 - $329.86 $243K - $264K
4.16K $1.36M
PWR
Quanta Services, Inc.

Industrials
769
+ 131.45%
$372.29 - $421.68 $286K - $324K
1.35K $561K
NEM
Newmont Corp

Basic Materials
1.25K
+ 14.43%
$57.35 - $85.25 $71.7K - $107K
9.91K $835K
FOXA
Fox Corp

Communication Services
4.44K
+ 99.98%
$53.87 - $63.06 $239K - $280K
8.88K $560K
PLTR
Palantir Technologies Inc.

Technology
417
+ 8.83%
$130.68 - $186.97 $54.5K - $78K
5.14K $937K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.38K
+ 67.51%
$30.13 - $33.37 $222K - $246K
18.3K $610K
JNJ
Johnson & Johnson

Healthcare
620
+ 13.09%
$155.17 - $185.42 $96.2K - $115K
5.36K $992K
FIX
Comfort Systems Usa Inc

Industrials
159
+ 38.59%
$521.66 - $825.18 $82.9K - $131K
571 $471K
META
Meta Platforms, Inc.

Communication Services
355
+ 10.84%
$695.21 - $791.73 $247K - $281K
3.63K $2.67M
AGNC
Agnc Investment Corp.

Real Estate
3.65K
+ 1.04%
$9.2 - $10.37 $33.6K - $37.8K
353K $3.46M
MUB
Ishares National Muni Bond ETF

ETFs
2.25K
+ 78.07%
$103.24 - $106.68 $232K - $240K
5.12K $545K
EMB
Ishares Tr

ETFs
2.45K
+ 73.2%
$91.52 - $95.59 $224K - $234K
5.79K $551K
WFC
Wells Fargo & Company

Financial Services
2.63K
+ 71.52%
$77.05 - $85.16 $203K - $224K
6.31K $528K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
5.11K
+ 2.51%
$21.64 - $23.57 $110K - $120K
209K $4.58M
IXUS
Ishares Tr

ETFs
2.22K
+ 27.16%
$76.35 - $82.58 $170K - $184K
10.4K $859K
HYG
Ishares Tr

ETFs
2.36K
+ 4.36%
$79.85 - $81.32 $188K - $192K
56.4K $4.58M
LHX
L3 Harris Technologies, Inc.

Industrials
131
+ 4.05%
$252.18 - $305.41 $33K - $40K
3.37K $1.03M
BNDX
Vanguard Total International B

ETFs
4.35K
+ 52.12%
$49.0 - $49.51 $213K - $215K
12.7K $627K
SYF
Synchrony Financial

Financial Services
2.71K
+ 65.75%
$67.53 - $76.86 $183K - $209K
6.84K $485K
WMT
Walmart Inc.

Consumer Defensive
1.07K
+ 6.36%
$94.4 - $104.27 $101K - $112K
17.9K $1.85M
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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