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
ACN
Accenture PLC

Technology
1.03K
New
$279.23 - $323.21 $286K - $332K
1.03K $306K
RWX
Spdr Dow Jones International R

ETFs
11.1K
New
$23.06 - $27.4 $257K - $305K
11.1K $304K
GLDM
World Gold Trust

ETFs
4.65K
New
$58.96 - $67.97 $274K - $316K
4.65K $304K
MUB
Ishares National Muni Bond ETF

ETFs
2.88K
New
$102.31 - $105.8 $294K - $304K
2.88K $300K
KLAC
Kla Corp

Technology
332
New
$576.53 - $902.94 $191K - $300K
332 $297K
AER
Aer Cap Holdings N.V.

Industrials
2.54K
New
$88.97 - $117.24 $226K - $298K
2.54K $297K
WFC
Wells Fargo & Company

Financial Services
3.68K
New
$60.98 - $80.12 $224K - $295K
3.68K $294K
AFL
Aflac Inc

Financial Services
2.77K
New
$99.77 - $112.45 $276K - $311K
2.77K $291K
GE
General Electric CO

Industrials
1.13K
New
$166.81 - $257.39 $188K - $291K
1.13K $290K
INTU
Intuit Inc

Technology
366
New
$544.07 - $787.63 $199K - $288K
366 $288K
AON
Aon PLC

Financial Services
794
New
$335.85 - $398.81 $267K - $317K
794 $283K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.11K
New
$55.54 - $69.09 $228K - $284K
4.11K $283K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.96K
New
$45.2 - $46.6 $269K - $278K
5.96K $276K
SYF
Synchrony Financial

Financial Services
4.13K
New
$43.81 - $66.74 $181K - $275K
4.13K $275K
PAYX
Paychex Inc

Industrials
1.85K
New
$137.01 - $159.78 $254K - $296K
1.85K $269K
MET
Metlife Inc

Financial Services
3.33K
New
$68.42 - $82.49 $228K - $274K
3.33K $267K
DUK
Duke Energy Corp

Utilities
2.27K
New
$112.46 - $124.05 $255K - $281K
2.27K $267K
NEE
Nextera Energy Inc

Utilities
3.84K
New
$64.11 - $75.0 $246K - $288K
3.84K $266K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.2K
New
$79.56 - $82.92 $254K - $265K
3.2K $265K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
841
New
$177.93 - $313.14 $150K - $263K
841 $263K
VO
Vanguard Mid Cap ETF

ETFs
931
New
$228.54 - $279.83 $213K - $261K
931 $260K
STE
Steris PLC

Healthcare
1.07K
New
$208.55 - $252.55 $224K - $271K
1.07K $257K
HCC
Warrior Met Coal, Inc.

Basic Materials
5.6K
New
$40.66 - $50.18 $228K - $281K
5.6K $256K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
3.17K
New
$65.42 - $80.7 $207K - $255K
3.17K $255K
FOXA
Fox Corp

Communication Services
4.44K
New
$47.21 - $57.04 $210K - $253K
4.44K $248K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.78K
New
$104.34 - $138.68 $186K - $247K
1.78K $247K
INGR
Ingredion Inc

Consumer Defensive
1.83K
New
$123.22 - $140.95 $225K - $258K
1.83K $247K
ASML
Asml Holding Nv

Technology
306
New
$595.37 - $815.24 $182K - $249K
306 $245K
MRK
Merck & Co., Inc.

Healthcare
3.06K
New
$73.47 - $87.12 $224K - $266K
3.06K $241K
CW
Curtiss Wright Corp

Industrials
494
New
$283.18 - $488.55 $140K - $241K
494 $241K
IGLB
Ishares 10+ Year Investment Gr

ETFs
4.79K
New
$47.55 - $50.44 $228K - $242K
4.79K $240K
HCA
Hca Healthcare, Inc.

Healthcare
620
New
$317.61 - $387.52 $197K - $240K
620 $237K
SJB
Proshares Tr Short High Yield

ETFs
15.2K
New
$15.61 - $16.71 $237K - $254K
15.2K $237K
ROP
Roper Technologies Inc

Industrials
413
New
$519.19 - $590.78 $214K - $244K
413 $234K
WEC
Wec Energy Group, Inc.

Utilities
2.25K
New
$102.24 - $109.76 $230K - $246K
2.25K $233K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.83K
New
$109.83 - $131.67 $201K - $241K
1.83K $232K
RF
Regions Financial Corp

Financial Services
9.84K
New
$18.34 - $23.52 $180K - $231K
9.84K $231K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
520
New
$421.16 - $509.5 $219K - $265K
520 $231K
CFG
Citizens Financial Group Inc

Financial Services
5.11K
New
$34.27 - $44.75 $175K - $228K
5.11K $228K
JHMM
John Hancock Multifactor Mid C

ETFs
3.72K
New
$50.32 - $61.13 $187K - $228K
3.72K $227K
TXN
Texas Instruments Inc

Technology
1.16K
New
N/A
1.16K $224K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.72K
New
$22.54 - $23.17 $219K - $225K
9.72K $223K
DGRO
Ishares Core Dividend Growth E

ETFs
3.49K
New
$55.22 - $63.94 $193K - $223K
3.49K $223K
NOC
Northrop Grumman Corp

Industrials
443
New
$456.3 - $540.39 $202K - $239K
443 $221K
STRL
Sterling Construction CO Inc

Industrials
957
New
$104.96 - $231.51 $100K - $222K
957 $220K
PFE
Pfizer Inc

Healthcare
9.08K
New
$21.59 - $24.84 $196K - $226K
9.08K $220K
VNQI
Vanguard Global Ex U.S. Real

ETFs
4.79K
New
$37.77 - $46.15 $181K - $221K
4.79K $220K
FIX
Comfort Systems Usa Inc

Industrials
412
New
$296.51 - $536.21 $122K - $221K
412 $220K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.03K
New
$43.53 - $54.46 $175K - $219K
4.03K $219K
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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