Vision Point Advisory Group, LLC New Holdings in Q3 2025

Vision Point Advisory Group, LLC

  • $473 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VVV
Valvoline Inc

Energy
61.6K
New
$35.02 - $40.67 $2.16M - $2.51M
61.6K $2.21M
SSO
Proshares Ultra S&P 500

ETFs
17.6K
New
$97.48 - $112.71 $1.71M - $1.98M
17.6K $1.97M
ETR
Entergy Corp

Utilities
19.3K
New
$80.93 - $93.55 $1.56M - $1.8M
19.3K $1.8M
MIDD
Middleby Corp

Industrials
12.6K
New
$118.3 - $150.16 $1.49M - $1.89M
12.6K $1.67M
NVT
N Vent Electric PLC

Industrials
13.9K
New
$72.16 - $100.25 $1M - $1.39M
13.9K $1.37M
NANR
Spdr Index Shs Fds S&P North A

ETFs
13.5K
New
$56.69 - $65.0 $764K - $876K
13.5K $870K
ILF
Ishares Latin America 40 ETF

ETFs
25.7K
New
$24.77 - $28.98 $636K - $744K
25.7K $741K
ACWI
Ishares Msci Acwi ETF

ETFs
5.29K
New
$128.32 - $138.41 $678K - $732K
5.29K $730K
COPX
Global X Copper Miners ETF

ETFs
11.4K
New
$42.75 - $59.81 $489K - $684K
11.4K $683K
CI
Cigna Corp

Healthcare
1.88K
New
$262.23 - $334.39 $493K - $628K
1.88K $541K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.72K
New
$85.01 - $90.35 $401K - $426K
4.72K $421K
DAC
Danaos Corp

Industrials
4.34K
New
$85.85 - $96.14 $373K - $417K
4.34K $389K
ARES
Ares Management Corp

Financial Services
2.36K
New
$159.89 - $192.76 $378K - $455K
2.36K $377K
AMCR
Amcor PLC

Consumer Cyclical
46K
New
$7.97 - $9.94 $366K - $457K
46K $375K
IWS
Ishares Russell Midcap Value E

ETFs
2.61K
New
$132.83 - $140.61 $346K - $367K
2.61K $364K
WSO
Watsco Inc

Industrials
897
New
$381.94 - $489.97 $343K - $440K
897 $362K
XLY
Select Sector Spdr Consumer Di

ETFs
1.47K
New
$216.09 - $242.18 $319K - $357K
1.47K $353K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.41K
New
$82.29 - $90.77 $281K - $309K
3.41K $308K
IWN
Ishares Russell2000 Val ETF

ETFs
1.69K
New
$157.1 - $178.94 $266K - $303K
1.69K $299K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
19.5K
New
$14.45 - $16.7 $281K - $325K
19.5K $281K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.22K
New
$36.04 - $38.78 $260K - $280K
7.22K $278K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
12.1K
New
$21.77 - $22.57 $263K - $272K
12.1K $270K
HYLS
First Tr Tactical High Yield L

ETFs
6.29K
New
$41.62 - $42.32 $262K - $266K
6.29K $264K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.03K
New
$236.25 - $257.69 $243K - $265K
1.03K $264K
FEMB
First Tr ETF Emerging Markets

ETFs
8.94K
New
$28.3 - $29.79 $253K - $266K
8.94K $262K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.84K
New
$87.07 - $93.06 $248K - $265K
2.84K $260K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.08K
New
$78.88 - $85.2 $243K - $262K
3.08K $256K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.13K
New
$117.65 - $120.08 $250K - $256K
2.13K $254K
RMBS
Rambus Inc

Technology
2.4K
New
$62.85 - $107.38 $151K - $258K
2.4K $250K
BA
Boeing CO

Industrials
1.15K
New
$209.79 - $237.38 $240K - $272K
1.15K $247K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.26K
New
$72.57 - $74.72 $237K - $244K
3.26K $242K
VGSH
Vanguard

ETFs
4.09K
New
$58.43 - $58.88 $239K - $241K
4.09K $240K
EXEL
Exelixis, Inc.

Healthcare
5.74K
New
$36.22 - $46.25 $208K - $265K
5.74K $236K
MEDP
Medpace Holdings, Inc.

Healthcare
450
New
$308.88 - $514.16 $139K - $231K
450 $231K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
720
New
$284.45 - $324.95 $205K - $234K
720 $230K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.92K
New
$45.6 - $46.92 $224K - $231K
4.92K $229K
PHM
Pultegroup Inc

Consumer Cyclical
1.73K
New
$108.0 - $141.42 $186K - $244K
1.73K $228K
CMI
Cummins Inc

Industrials
542
New
$327.85 - $426.39 $178K - $231K
542 $228K
APP
App Lovin Corp

Technology
312
New
$335.1 - $718.54 $105K - $224K
312 $224K
ENTG
Entegris Inc

Technology
2.39K
New
$72.03 - $95.97 $172K - $230K
2.39K $221K
RIOT
Riot Blockchain, Inc.

Technology
11.6K
New
$11.03 - $19.78 $128K - $230K
11.6K $221K
BSX
Boston Scientific Corp

Healthcare
2.27K
New
$97.03 - $108.14 $220K - $245K
2.27K $221K
VMI
Valmont Industries Inc

Industrials
564
New
$328.58 - $387.73 $185K - $219K
564 $218K
TSCO
Tractor Supply CO

Consumer Cyclical
3.83K
New
$54.08 - $62.65 $207K - $240K
3.83K $217K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.63K
New
$123.13 - $140.8 $201K - $230K
1.63K $209K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.57K
New
$99.92 - $146.67 $157K - $231K
1.57K $208K
HOOD
Robinhood Markets, Inc.

Technology
1.46K
New
$91.27 - $143.18 $133K - $208K
1.46K $208K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.83K
New
$52.55 - $54.37 $201K - $208K
3.83K $207K
SONY
Sony Group Corp

Technology
7.13K
New
$23.92 - $30.07 $171K - $214K
7.13K $205K
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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