Vision Point Advisory Group, LLC Reduced Holdings in Q3 2025

Vision Point Advisory Group, LLC

  • $473 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-33.9K
- 38.28%
$91.44 - $91.77 $3.1M - $3.11M
54.7K $5.02M
CYBR
Cyber Ark Software Ltd.

Technology
-5.5K
- 85.55%
$374.8 - $491.1 $2.06M - $2.7M
929 $448K
AVTR
Avantor, Inc.

Basic Materials
-141K
- 46.68%
$11.18 - $14.21 $1.58M - $2M
161K $2.01M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-14.3K
- 33.03%
$136.48 - $142.97 $1.95M - $2.04M
29K $4.06M
BAX
Baxter International Inc

Healthcare
-35.9K
- 30.66%
$21.71 - $31.23 $779K - $1.12M
81.1K $1.85M
FIS
Fidelity National Information Services, Inc.

Technology
-15.2K
- 46.72%
$63.37 - $82.35 $961K - $1.25M
17.3K $1.14M
NICE
Nice Ltd.

Technology
-7.5K
- 46.7%
$127.85 - $171.98 $959K - $1.29M
8.56K $1.24M
NOW
Service Now, Inc.

Technology
-1.14K
- 73.26%
$850.86 - $1044.69 $967K - $1.19M
415 $381K
DE
Deere & CO

Industrials
-994
- 6.94%
$457.26 - $524.37 $455K - $521K
13.3K $6.09M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-13.8K
- 9.46%
$82.38 - $83.0 $1.14M - $1.14M
132K $11M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-31.9K
- 9.23%
$25.21 - $25.99 $803K - $828K
313K $8.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.41K
- 24.04%
$620.67 - $670.08 $878K - $947K
4.47K $2.99M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.19K
- 34.48%
$97.75 - $100.75 $605K - $624K
11.8K $1.18M
CRL
Charles River Laboratories International, Inc.

Healthcare
-3.66K
- 27.13%
$145.57 - $178.99 $533K - $655K
9.83K $1.54M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-920
- 3.23%
$81.24 - $97.99 $74.7K - $90.2K
27.6K $2.29M
SHV
Ishares Tr

ETFs
-4.02K
- 26.11%
$110.06 - $110.49 $442K - $444K
11.4K $1.26M
XLP
Consumer Staples Sector Spdr

ETFs
-5.54K
- 54.76%
N/A
4.58K $347K
TMUS
T Mobile Us, Inc.

Communication Services
-1.74K
- 46.1%
$226.02 - $259.01 $394K - $451K
2.04K $487K
MS
Morgan Stanley

Financial Services
-3K
- 66.73%
$139.09 - $161.16 $417K - $483K
1.49K $237K
LLY
Eli Lilly & CO

Healthcare
-423
- 21.35%
$625.65 - $812.69 $265K - $344K
1.56K $1.19M
BALL
Ball Corp

Consumer Cyclical
-1.01K
- 2.27%
$48.47 - $59.71 $48.7K - $60K
43.2K $2.18M
XLU
Utilities Sector Spdr

ETFs
-3.73K
- 49.21%
$81.14 - $87.32 $303K - $326K
3.85K $336K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-3.32K
- 6.32%
$23.52 - $28.77 $78.1K - $95.6K
49.3K $1.3M
V
Visa Inc.

Financial Services
-401
- 9.24%
$332.09 - $358.86 $133K - $144K
3.94K $1.34M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-638
- 2.24%
$94.03 - $117.16 $60K - $74.7K
27.9K $2.63M
TQQQ
Proshares Ultrapro Qqq

ETFs
-3.42K
- 36.3%
$80.89 - $104.72 $277K - $358K
6K $580K
NFLX
Netflix Inc

Communication Services
-34
- 3.95%
$1147.87 - $1297.18 $39K - $44.1K
826 $990K
CLOI
Vaneck ETF Tr

ETFs
-3.06K
- 12.49%
$52.8 - $53.1 $161K - $162K
21.4K $1.14M
TT
Trane Technologies PLC

Industrials
-280
- 18.34%
$398.96 - $472.54 $112K - $132K
1.25K $526K
UPS
United Parcel Service Inc

Industrials
-218
- 3.15%
$82.58 - $105.54 $18K - $23K
6.69K $559K
KO
Coca Cola CO

Consumer Defensive
-1.22K
- 12.86%
$65.67 - $71.67 $80K - $87.3K
8.25K $547K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-3.14K
- 17.5%
$42.43 - $45.05 $133K - $142K
14.8K $651K
ISRG
Intuitive Surgical Inc

Healthcare
-40
- 4.84%
$433.66 - $544.47 $17.3K - $21.8K
787 $351K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-3.64K
- 13.27%
$25.39 - $26.21 $92.5K - $95.5K
23.8K $620K
FISV
Fiserv Inc

Technology
-691
- 3.8%
N/A
17.5K $2.19M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.05K
- 24.31%
$92.26 - $97.51 $96.4K - $102K
3.25K $314K
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.26%
$915.95 - $994.57 $2.75K - $2.98K
1.16K $1.07M
ADBE
Adobe Inc.

Technology
-118
- 12.74%
$333.65 - $392.1 $39.4K - $46.3K
808 $285K
ABT
Abbott Laboratories

Healthcare
-443
- 7.21%
$120.51 - $136.62 $53.4K - $60.5K
5.7K $763K
CTAS
Cintas Corp

Industrials
-116
- 4.62%
$199.29 - $226.27 $23.1K - $26.2K
2.39K $491K
IBM
International Business Machines Corp

Technology
-14
- 0.28%
$234.77 - $292.47 $3.29K - $4.09K
4.9K $1.38M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.17K
- 14.78%
$105.99 - $119.41 $124K - $140K
6.76K $800K
WMB
Williams Companies, Inc.

Energy
-1.32K
- 2.87%
$56.52 - $64.01 $74.3K - $84.2K
44.5K $2.82M
AJG
Arthur J. Gallagher & Co.

Financial Services
-122
- 9.88%
$284.17 - $319.49 $34.7K - $39K
1.11K $344K
CME
Cme Group Inc.

Financial Services
-127
- 5.12%
$258.83 - $287.1 $32.9K - $36.5K
2.35K $635K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-72
- 4.03%
$196.15 - $217.83 $14.1K - $15.7K
1.72K $345K
MKL
Markel Corp

Financial Services
-12
- 4.62%
$1898.34 - $2031.8 $22.8K - $24.4K
248 $474K
XLV
Select Sector Spdr Fund Health

ETFs
-422
- 13.06%
$129.01 - $139.72 $54.4K - $59K
2.81K $390K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-833
- 20.27%
$68.24 - $73.73 $56.8K - $61.4K
3.28K $240K
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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