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
HEFA
Ishares Currency Hedged Msci E

ETFs
13.7K
New
$32.11 - $38.21 $439K - $523K
13.7K $519K
MKL
Markel Corp

Financial Services
260
New
$1678.5 - $1997.36 $436K - $519K
260 $519K
BAC
Bank Of America Corp

Financial Services
10.7K
New
$34.39 - $47.46 $369K - $509K
10.7K $507K
GILD
Gilead Sciences, Inc.

Healthcare
4.36K
New
$96.91 - $113.0 $423K - $493K
4.36K $483K
XLF
Financial Sector Spdr

ETFs
9.17K
New
$43.92 - $52.37 $403K - $480K
9.17K $480K
FTSL
First Trust Senior Ln Fund

ETFs
10.3K
New
$44.58 - $46.07 $460K - $475K
10.3K $473K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.02K
New
$141.37 - $228.57 $285K - $461K
2.02K $456K
ISRG
Intuitive Surgical Inc

Healthcare
827
New
$451.58 - $565.94 $373K - $468K
827 $449K
XLV
Select Sector Spdr Fund Health

ETFs
3.23K
New
$128.77 - $144.3 $416K - $466K
3.23K $435K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.18K
New
$104.23 - $134.39 $332K - $428K
3.18K $427K
GS
Goldman Sachs Group Inc

Financial Services
587
New
$462.22 - $707.75 $271K - $415K
587 $415K
HWC
Hancock Whitney Corp

Financial Services
7.24K
New
$46.05 - $58.03 $333K - $420K
7.24K $415K
BNDX
Vanguard Total International B

ETFs
8.35K
New
$48.77 - $49.55 $407K - $413K
8.35K $413K
PCAR
Paccar Inc

Industrials
4.23K
New
$86.4 - $99.09 $365K - $419K
4.23K $401K
PULS
Pgim ETF Tr

ETFs
8.07K
New
$49.39 - $49.76 $399K - $402K
8.07K $401K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
17.6K
New
$21.37 - $22.67 $377K - $400K
17.6K $398K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.3K
New
$74.88 - $91.97 $322K - $395K
4.3K $395K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.38K
New
$144.63 - $179.53 $344K - $427K
2.38K $392K
AVDV
American Centy ETF Tr Avantis

ETFs
4.94K
New
$61.76 - $79.32 $305K - $392K
4.94K $391K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.79K
New
$212.1 - $244.27 $379K - $437K
1.79K $390K
VST
Vistra Corp.

Utilities
2.01K
New
$98.07 - $195.04 $197K - $392K
2.01K $389K
VNQ
Vanguard Specialized Funds Van

ETFs
4.35K
New
$79.79 - $91.42 $347K - $397K
4.35K $387K
CSCO
Cisco Systems, Inc.

Technology
5.49K
New
$53.19 - $69.38 $292K - $381K
5.49K $380K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.05K
New
$85.42 - $94.39 $346K - $382K
4.05K $379K
UTHR
United Therapeutics Corp

Healthcare
1.31K
New
$276.47 - $328.4 $361K - $429K
1.31K $375K
SPTL
Spdr Portfolio Long Term Treas

ETFs
14.1K
New
$25.48 - $27.78 $359K - $391K
14.1K $374K
MGV
Vanguard Mega Cap Value

ETFs
2.84K
New
$114.87 - $131.25 $326K - $372K
2.84K $371K
ZTS
Zoetis Inc.

Healthcare
2.38K
New
$144.41 - $170.3 $344K - $405K
2.38K $371K
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.8K
New
$32.62 - $33.58 $351K - $361K
10.8K $361K
CRM
Salesforce, Inc.

Technology
1.32K
New
$236.26 - $291.15 $311K - $384K
1.32K $359K
ADBE
Adobe Inc.

Technology
926
New
$340.0 - $420.68 $315K - $390K
926 $358K
MO
Altria Group, Inc.

Consumer Defensive
6.11K
New
$55.56 - $60.91 $339K - $372K
6.11K $357K
MCD
Mcdonalds Corp

Consumer Cyclical
1.19K
New
$285.55 - $321.23 $339K - $381K
1.19K $346K
HYD
Vaneck High Yield Muni ETF

ETFs
6.87K
New
$49.08 - $51.35 $337K - $353K
6.87K $344K
DIS
Walt Disney CO

Communication Services
2.77K
New
$81.72 - $124.01 $226K - $343K
2.77K $343K
TDVG
T Rowe Price Exchange Traded F

Technology
8.11K
New
$36.12 - $42.38 $293K - $344K
8.11K $343K
IDEV
Ishares Core Msci Intl Develop

ETFs
4.43K
New
$61.79 - $76.67 $274K - $340K
4.43K $336K
ACGL
Arch Capital Group Ltd.

Financial Services
3.67K
New
$84.99 - $96.82 $312K - $356K
3.67K $334K
XLI
Industrial Sector Spdr

ETFs
2.27K
New
$116.42 - $147.52 $264K - $335K
2.27K $334K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.16K
New
$216.28 - $284.39 $250K - $329K
1.16K $328K
DOV
Dover Corp

Industrials
1.8K
New
$151.14 - $186.7 $271K - $335K
1.8K $328K
PEP
Pepsico Inc

Consumer Defensive
2.44K
New
$128.02 - $151.37 $312K - $369K
2.44K $321K
PH
Parker Hannifin Corp

Industrials
459
New
$517.23 - $700.54 $237K - $322K
459 $320K
VXF
Vanguard Extended Market ETF

ETFs
1.65K
New
$150.43 - $192.71 $248K - $318K
1.65K $317K
SHOP
Shopify Inc.

Technology
2.75K
New
$76.89 - $115.35 $211K - $317K
2.75K $316K
APH
Amphenol Corp

Technology
3.18K
New
$59.09 - $98.75 $188K - $314K
3.18K $314K
SRLN
Ssga Active Trust

ETFs
7.47K
New
$39.47 - $41.59 $295K - $310K
7.47K $310K
EMB
Ishares Tr

ETFs
3.34K
New
$86.54 - $92.62 $289K - $309K
3.34K $309K
MHK
Mohawk Industries Inc

Consumer Cyclical
2.92K
New
$97.99 - $117.15 $287K - $343K
2.92K $306K
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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