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
AMT
American Tower Corp

Real Estate
197
+ 14.07%
$203.96 - $228.19 $40.2K - $45K
1.6K $352K
JNPR
Juniper Networks Inc

Technology
263
+ 2.58%
$33.93 - $39.93 $8.92K - $10.5K
10.5K $417K
UNH
Unitedhealth Group Inc

Healthcare
572
+ 92.71%
$274.35 - $599.47 $157K - $343K
1.19K $370K
ENB
Enbridge Inc

Energy
817
+ 9.07%
$41.09 - $47.16 $33.6K - $38.5K
9.83K $445K
ITW
Illinois Tool Works Inc

Industrials
180
+ 10.64%
$218.41 - $252.43 $39.3K - $45.4K
1.87K $462K
SCCO
Southern Copper Corp

Basic Materials
59
+ 1.23%
$75.63 - $104.64 $4.46K - $6.17K
4.84K $489K
CMCSA
Comcast Corp

Communication Services
1.79K
+ 7.89%
$32.84 - $36.72 $58.9K - $65.9K
24.5K $875K
RSG
Republic Services, Inc.

Industrials
116
+ 12.0%
$227.2 - $258.07 $26.4K - $29.9K
1.08K $267K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
98
+ 0.88%
$32.0 - $39.87 $3.14K - $3.91K
11.3K $448K
PFG
Principal Financial Group Inc

Financial Services
387
+ 15.72%
$69.56 - $86.19 $26.9K - $33.4K
2.85K $226K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
644
+ 2.4%
$25.13 - $26.07 $16.2K - $16.8K
27.5K $709K
CB
Chubb LTD

Financial Services
183
+ 5.48%
$274.32 - $302.46 $50.2K - $55.4K
3.52K $1.02M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
986
+ 9.58%
$10.78 - $11.57 $10.6K - $11.4K
11.3K $127K
USFR
Wisdomtree Floating Rate Treas

ETFs
142
+ 2.94%
$50.28 - $50.47 $7.14K - $7.17K
4.98K $250K
BR
Broadridge Financial Solutions, Inc.

Technology
15
+ 1.74%
$217.22 - $246.25 $3.26K - $3.69K
875 $212K
Noble Corp PLC
9.04K
+ 46.6%
N/A
28.4K $0
Liberty Global LTD
4.99K
+ 7.59%
N/A
70.8K $0
Advisors Inner Circle Fd Ii
4.33K
+ 24.81%
N/A
21.8K $0
Vaneck ETF Trust
4.14K
+ 46.36%
N/A
13.1K $0
Six Flags Entertainment Corp
38.8K
+ 73.65%
N/A
91.6K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
172
+ 0.34%
N/A
51.5K $0
AJG
Arthur J. Gallagher & Co.

Financial Services
74
+ 6.37%
$310.86 - $348.77 $23K - $25.8K
1.24K $395K
PKG
Packaging Corp Of America

Consumer Cyclical
65
+ 3.51%
$175.97 - $201.36 $11.4K - $13.1K
1.92K $360K
EXP
Eagle Materials Inc

Basic Materials
76
+ 4.58%
$193.68 - $241.95 $14.7K - $18.4K
1.73K $350K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
860
+ 3.06%
$24.32 - $27.87 $20.9K - $24K
28.9K $767K
OXY
Occidental Petroleum Corp

Energy
119
+ 1.94%
$36.11 - $49.33 $4.3K - $5.87K
6.26K $262K
ELV
Elevance Health, Inc.

Healthcare
5
+ 0.36%
$372.27 - $452.69 $1.86K - $2.26K
1.38K $536K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
452
+ 0.85%
$45.07 - $52.57 $20.4K - $23.8K
53.4K $2.61M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2K
+ 787.4%
$87.84 - $1441.89 $176K - $2.88M
2.25K $203K
COP
Conocophillips

Energy
376
+ 1.46%
$82.66 - $106.1 $31.1K - $39.9K
26.2K $2.35M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
248
+ 2.13%
$483.48 - $539.8 $120K - $134K
11.9K $5.78M
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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