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
MU
Micron Technology Inc

Technology
1.27K
+ 9.18%
$86.89 - $109.38 $111K - $139K
15.2K $1.32M
COST
Costco Wholesale Corp

Consumer Defensive
140
+ 43.89%
$890.62 - $1076.86 $125K - $151K
459 $434K
ELV
Elevance Health, Inc.

Healthcare
122
+ 9.74%
$365.9 - $436.25 $44.6K - $53.2K
1.38K $598K
IEF
Ishares Barclays

ETFs
1.26K
+ 77.55%
$91.17 - $95.39 $115K - $120K
2.89K $275K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.99K
+ 9.32%
$42.38 - $43.28 $127K - $129K
35.1K $1.49M
NEM
Newmont Corp

Basic Materials
799
+ 10.7%
$37.79 - $48.39 $30.2K - $38.7K
8.27K $399K
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.07K
+ 112.94%
$24.91 - $29.02 $126K - $147K
9.56K $239K
EOG
Eog Resources Inc

Energy
690
+ 23.99%
$120.54 - $138.05 $83.2K - $95.3K
3.57K $457K
PG
Procter & Gamble CO

Consumer Defensive
546
+ 31.52%
$158.56 - $176.26 $86.6K - $96.2K
2.28K $388K
META
Meta Platforms, Inc.

Communication Services
181
+ 32.91%
$576.36 - $736.67 $104K - $133K
731 $421K
LOW
Lowes Companies Inc

Consumer Cyclical
456
+ 43.89%
$222.66 - $268.42 $102K - $122K
1.5K $348K
AMT
American Tower Corp

Real Estate
217
+ 18.34%
$173.46 - $217.6 $37.6K - $47.2K
1.4K $304K
AMD
Advanced Micro Devices Inc

Technology
1.21K
+ 56.65%
$96.63 - $129.55 $117K - $157K
3.34K $343K
ABT
Abbott Laboratories

Healthcare
143
+ 4.21%
$111.1 - $140.22 $15.9K - $20.1K
3.54K $469K
PWR
Quanta Services, Inc.

Industrials
534
+ 62.02%
$236.71 - $358.03 $126K - $191K
1.4K $354K
RSG
Republic Services, Inc.

Industrials
198
+ 25.75%
$200.09 - $242.16 $39.6K - $47.9K
967 $234K
UNH
Unitedhealth Group Inc

Healthcare
136
+ 28.27%
$461.52 - $548.18 $62.8K - $74.6K
617 $323K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.81K
+ 24.2%
$37.07 - $40.63 $67.1K - $73.5K
9.29K $365K
CME
Cme Group Inc.

Financial Services
91
+ 5.93%
$225.82 - $266.54 $20.5K - $24.3K
1.63K $431K
XLU
Utilities Sector Spdr

ETFs
751
+ 25.28%
$74.7 - $80.27 $56.1K - $60.3K
3.72K $293K
CMCSA
Comcast Corp

Communication Services
1.61K
+ 7.6%
$33.19 - $38.23 $53.3K - $61.4K
22.7K $838K
RE
Everest Re Group LTD

Financial Services
119
+ 14.2%
N/A
957 $354K
EDV
Vanguard Extended Duration Tre

ETFs
353
+ 6.57%
$65.05 - $73.43 $23K - $25.9K
5.73K $407K
SPGI
S&P Global Inc.

Financial Services
72
+ 13.19%
$478.26 - $543.77 $34.4K - $39.2K
618 $314K
L
Loews Corp

Financial Services
248
+ 9.89%
$81.13 - $91.91 $20.1K - $22.8K
2.76K $253K
VSAT
Viasat Inc

Technology
646
+ 3.59%
$7.51 - $11.81 $4.85K - $7.63K
18.6K $193K
ORCL
Oracle Corp

Technology
2.54K
+ 21.61%
$139.81 - $186.47 $354K - $473K
14.3K $1.99M
ADM
Archer Daniels Midland CO

Consumer Defensive
1.02K
+ 25.61%
$45.22 - $52.17 $46.2K - $53.3K
5.01K $240K
C
Citigroup Inc

Financial Services
483
+ 9.47%
$67.23 - $84.63 $32.5K - $40.9K
5.58K $396K
ITW
Illinois Tool Works Inc

Industrials
170
+ 11.18%
$244.9 - $274.48 $41.6K - $46.7K
1.69K $419K
TDG
Trans Digm Group Inc

Industrials
8
+ 4.91%
$1251.32 - $1394.11 $10K - $11.2K
171 $236K
MSFT
Microsoft Corp

Technology
1.05K
+ 13.27%
$375.39 - $447.2 $395K - $470K
8.97K $3.37M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.92K
+ 3.94%
$9.47 - $11.46 $18.2K - $22K
50.6K $543K
GUT
Gabelli Utility Trust

Financial Services
1.3K
+ 2.24%
$5.11 - $5.55 $6.65K - $7.23K
59.5K $317K
SCCO
Southern Copper Corp

Basic Materials
141
+ 3.04%
$85.92 - $101.48 $12.1K - $14.3K
4.78K $446K
CNHI
Cnh Industrial N.V.

Industrials
2.18K
+ 10.94%
N/A
22.1K $230K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
218
+ 0.82%
$25.06 - $25.98 $5.46K - $5.66K
26.8K $694K
SYK
Stryker Corp

Healthcare
31
+ 5.78%
$355.18 - $399.9 $11K - $12.4K
567 $211K
VEA
Vanguard Ftse Developed Market

ETFs
76
+ 1.67%
$47.4 - $52.99 $3.6K - $4.03K
4.63K $235K
BR
Broadridge Financial Solutions, Inc.

Technology
10
+ 1.18%
$221.46 - $244.83 $2.21K - $2.45K
860 $208K
UPS
United Parcel Service Inc

Industrials
737
+ 18.23%
$109.66 - $136.26 $80.8K - $100K
4.78K $525K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
460
+ 9.9%
$64.88 - $72.1 $29.8K - $33.2K
5.11K $335K
OXY
Occidental Petroleum Corp

Energy
311
+ 5.34%
$45.45 - $52.7 $14.1K - $16.4K
6.14K $302K
CDW
Cdw Corp

Technology
146
+ 12.83%
$160.26 - $206.13 $23.4K - $30.1K
1.28K $205K
JNPR
Juniper Networks Inc

Technology
484
+ 4.98%
$34.38 - $39.03 $16.6K - $18.9K
10.2K $369K
USFR
Wisdomtree Floating Rate Treas

ETFs
70
+ 1.47%
$50.29 - $50.5 $3.52K - $3.54K
4.83K $243K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
131
+ 0.78%
$12.18 - $12.91 $1.6K - $1.69K
16.8K $208K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
145
+ 0.84%
$12.03 - $12.69 $1.74K - $1.84K
17.5K $213K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
139
+ 1.16%
$11.13 - $11.61 $1.55K - $1.61K
12.1K $135K
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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