Vision Point Advisory Group, LLC New Holdings in Q2 2025

Vision Point Advisory Group, LLC

  • $432 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
25.8K
New
$152.93 - $181.74 $3.94M - $4.68M
25.8K $4.68M
HYG
Ishares Tr

ETFs
54K
New
$75.75 - $80.65 $4.09M - $4.36M
54K $4.36M
CADE
Cadence Bank

Financial Services
92.8K
New
$26.42 - $32.41 $2.45M - $3.01M
92.8K $2.97M
IQV
Iqvia Holdings Inc.

Healthcare
17K
New
$137.0 - $174.37 $2.33M - $2.96M
17K $2.68M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11K
New
$171.4 - $227.1 $1.89M - $2.5M
11K $2.5M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
98.8K
New
$22.4 - $23.8 $2.21M - $2.35M
98.8K $2.35M
VTV
Vanguard Value ETF

ETFs
12.8K
New
$153.67 - $176.74 $1.96M - $2.26M
12.8K $2.26M
VUG
Vanguard Growth ETF

ETFs
4.97K
New
$329.49 - $438.4 $1.64M - $2.18M
4.97K $2.18M
JNK
Spdr Bloomberg High Yield Bond

ETFs
21.2K
New
$91.23 - $97.27 $1.93M - $2.06M
21.2K $2.06M
RDVY
First Trust Rising Dividend Ac

ETFs
31K
New
$51.6 - $62.74 $1.6M - $1.95M
31K $1.95M
GOOGL
Alphabet Inc.

Communication Services
9.71K
New
$144.7 - $178.6 $1.4M - $1.73M
9.71K $1.71M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
16.5K
New
$102.02 - $103.5 $1.68M - $1.7M
16.5K $1.7M
MBB
Ishares Tr

ETFs
17.1K
New
$91.41 - $94.22 $1.56M - $1.61M
17.1K $1.6M
LVHI
Franklin International Low Vol

ETFs
49K
New
$28.91 - $33.28 $1.42M - $1.63M
49K $1.59M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
56.1K
New
$26.27 - $28.07 $1.47M - $1.57M
56.1K $1.57M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
22K
New
$56.88 - $70.77 $1.25M - $1.56M
22K $1.56M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
21.8K
New
$59.24 - $71.39 $1.29M - $1.56M
21.8K $1.55M
EUFN
Ishares Msci Europe Financials

ETFs
48.6K
New
$24.77 - $32.27 $1.2M - $1.57M
48.6K $1.54M
IEMG
Ishares Inc

ETFs
27.6K
New
N/A
27.6K $1.48M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
24.6K
New
$59.8 - $60.07 $1.47M - $1.48M
24.6K $1.47M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
22K
New
$53.75 - $67.21 $1.18M - $1.48M
22K $1.46M
FCX
Freeport Mcmoran Inc

Basic Materials
29.1K
New
$29.15 - $44.46 $848K - $1.29M
29.1K $1.26M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
24.8K
New
$48.5 - $49.35 $1.2M - $1.22M
24.8K $1.22M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
28.6K
New
$35.35 - $42.68 $1.01M - $1.22M
28.6K $1.22M
IREN
Iris Energy LTD

Financial Services
83.3K
New
$5.3 - $14.57 $442K - $1.21M
83.3K $1.21M
FSIG
First Tr ETF Iv LTD Duration I
57.9K
New
$18.77 - $19.14 $1.09M - $1.11M
57.9K $1.11M
VTI
Vanguard Total Stock Market Et

ETFs
3.36K
New
$243.75 - $303.93 $819K - $1.02M
3.36K $1.02M
OKE
Oneok Inc

Energy
11.9K
New
$78.71 - $100.37 $938K - $1.2M
11.9K $972K
GVI
Ishares Tr

ETFs
8.44K
New
$104.82 - $106.79 $885K - $901K
8.44K $901K
VBK
Vanguard Small Cap Growth ETF

ETFs
3.16K
New
$219.76 - $276.94 $694K - $874K
3.16K $874K
XLC
Select Sector Spdr Tr Communic

ETFs
7.94K
New
$86.13 - $108.53 $683K - $861K
7.94K $861K
SPMD
Spdr Portfolio

ETFs
15.6K
New
$44.89 - $54.38 $700K - $848K
15.6K $848K
T
At&T Inc.

Communication Services
28.5K
New
$26.33 - $28.94 $752K - $826K
28.5K $826K
VONG
Vanguard Russell 1000 Growth E

ETFs
7.38K
New
$82.51 - $109.2 $609K - $806K
7.38K $806K
XLP
Consumer Staples Sector Spdr

ETFs
10.1K
New
N/A
10.1K $768K
VBR
Vanguard Small Cap Value ETF

ETFs
3.91K
New
$162.76 - $195.77 $636K - $765K
3.91K $762K
IWD
Ishares Russell 1000 Val ETF

ETFs
3.58K
New
$166.82 - $194.23 $597K - $695K
3.58K $695K
IWM
Ishares Russell 2000 ETF

ETFs
3.2K
New
$174.82 - $215.79 $560K - $691K
3.2K $690K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
18.1K
New
$28.98 - $37.18 $524K - $673K
18.1K $672K
IGF
Ishares Global Infrastructure

ETFs
11.4K
New
$50.55 - $59.83 $574K - $680K
11.4K $672K
IGE
Ishares Tr North Amern Nat Res

ETFs
15K
New
$38.21 - $46.01 $572K - $689K
15K $662K
PLTR
Palantir Technologies Inc.

Technology
4.72K
New
$74.01 - $144.25 $350K - $681K
4.72K $643K
RWR
Spdr Dow Jones Reit ETF

ETFs
6.59K
New
$86.33 - $99.71 $569K - $657K
6.59K $635K
IXUS
Ishares Tr

ETFs
8.19K
New
$62.37 - $77.63 $511K - $636K
8.19K $633K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
8.49K
New
$55.73 - $68.72 $473K - $584K
8.49K $583K
CTAS
Cintas Corp

Industrials
2.51K
New
$190.11 - $227.66 $477K - $571K
2.51K $559K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
22.1K
New
$24.48 - $24.9 $542K - $551K
22.1K $550K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.47K
New
$273.67 - $366.17 $403K - $539K
1.47K $539K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.3K
New
$45.11 - $52.34 $464K - $539K
10.3K $538K
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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