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
WMB
Williams Companies, Inc.

Energy
4.46K
+ 10.78%
$54.33 - $62.87 $242K - $280K
45.8K $2.88M
VZ
Verizon Communications Inc

Communication Services
9.81K
+ 65.87%
$41.67 - $45.62 $409K - $448K
24.7K $1.07M
MS
Morgan Stanley

Financial Services
2.32K
+ 106.63%
$99.83 - $140.86 $231K - $326K
4.49K $632K
ABT
Abbott Laboratories

Healthcare
2.61K
+ 73.64%
$123.95 - $138.08 $323K - $360K
6.15K $835K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.86K
+ 2.72%
$82.21 - $83.12 $317K - $321K
146K $12.1M
KO
Coca Cola CO

Consumer Defensive
4.81K
+ 103.37%
$68.37 - $73.9 $329K - $356K
9.47K $669K
TT
Trane Technologies PLC

Industrials
538
+ 54.4%
$315.21 - $437.41 $170K - $235K
1.53K $667K
SJNK
Spdr Bloomberg Short Term High

ETFs
12.1K
+ 19.43%
$24.12 - $25.48 $292K - $308K
74.3K $1.89M
XLU
Utilities Sector Spdr

ETFs
3.87K
+ 103.87%
$73.09 - $82.77 $283K - $320K
7.59K $619K
UBER
Uber Technologies, Inc

Technology
1.24K
+ 12.77%
$64.62 - $93.3 $80.1K - $116K
10.9K $1.02M
AMD
Advanced Micro Devices Inc

Technology
1.18K
+ 35.27%
$78.21 - $143.81 $92.2K - $170K
4.52K $641K
C
Citigroup Inc

Financial Services
2.27K
+ 40.63%
$58.13 - $85.12 $132K - $193K
7.85K $668K
CME
Cme Group Inc.

Financial Services
855
+ 52.62%
$252.37 - $290.71 $216K - $249K
2.48K $683K
SPGI
S&P Global Inc.

Financial Services
440
+ 71.2%
$438.31 - $527.29 $193K - $232K
1.06K $557K
ABBV
Abb Vie Inc.

Healthcare
1.56K
+ 73.29%
$170.16 - $206.27 $265K - $321K
3.68K $682K
AVTR
Avantor, Inc.

Basic Materials
65.7K
+ 27.81%
$11.94 - $16.29 $785K - $1.07M
302K $4.07M
QCOM
Qualcomm Inc

Technology
1.36K
+ 57.55%
$124.66 - $159.48 $170K - $217K
3.73K $593K
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
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
VONV
Vanguard Russell 1000 Value Et

ETFs
799
+ 27.02%
$73.19 - $85.21 $58.5K - $68.1K
3.76K $320K
GUT
Gabelli Utility Trust

Financial Services
8.1K
+ 13.62%
$4.95 - $5.81 $40.1K - $47.1K
67.6K $391K
AGNC
Agnc Investment Corp.

Real Estate
21.8K
+ 6.64%
$8.12 - $9.49 $177K - $207K
350K $3.21M
HD
Home Depot, Inc.

Consumer Cyclical
177
+ 5.64%
$335.24 - $380.78 $59.3K - $67.4K
3.32K $1.22M
LOW
Lowes Companies Inc

Consumer Cyclical
363
+ 24.28%
$210.83 - $235.28 $76.5K - $85.4K
1.86K $412K
TMO
Thermo Fisher Scientific Inc.

Healthcare
938
+ 27.2%
$390.26 - $489.06 $366K - $459K
4.39K $1.78M
SCHG
Schwab Strategic Tr Us Large C

ETFs
779
+ 8.15%
$22.27 - $29.21 $17.3K - $22.8K
10.3K $302K
TMUS
T Mobile Us, Inc.

Communication Services
635
+ 20.18%
$220.99 - $268.54 $140K - $171K
3.78K $900K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
5.7K
+ 47.02%
$10.29 - $11.24 $58.7K - $64.1K
17.8K $194K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
5.44K
+ 31.14%
$11.34 - $12.35 $61.7K - $67.2K
22.9K $272K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
956
+ 10.87%
$47.46 - $55.3 $45.4K - $52.9K
9.75K $537K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
6.22K
+ 36.84%
$9.61 - $10.53 $59.8K - $65.5K
23.1K $231K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
5.16K
+ 30.67%
$11.35 - $12.45 $58.6K - $64.3K
22K $262K
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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