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
LMT
Lockheed Martin Corp

Industrials
-163
- 6.07%
$410.74 - $499.21 $67K - $81.4K
2.52K $1.26M
PH
Parker Hannifin Corp

Industrials
-17
- 3.7%
$697.13 - $769.67 $11.9K - $13.1K
442 $335K
OXY
Occidental Petroleum Corp

Energy
-363
- 5.8%
$42.54 - $48.1 $15.4K - $17.5K
5.89K $278K
HEFA
Ishares Currency Hedged Msci E

ETFs
-152
- 1.11%
$37.2 - $39.61 $5.65K - $6.02K
13.5K $535K
FITB
Fifth Third Bancorp

Financial Services
-7
- 0.14%
$40.91 - $46.28 $286 - $324
5.15K $229K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-189
- 8.39%
$89.32 - $107.82 $16.9K - $20.4K
2.07K $222K
AMAT
Applied Materials Inc

Technology
-18
- 1.55%
$156.25 - $204.95 $2.81K - $3.69K
1.15K $234K
ADM
Archer Daniels Midland CO

Consumer Defensive
-181
- 3.75%
$53.54 - $64.21 $9.69K - $11.6K
4.64K $277K
HCA
Hca Healthcare, Inc.

Healthcare
-1
- 0.16%
$334.32 - $426.2 $334 - $426
619 $263K
QLD
Proshares Ultra Qqq

ETFs
-272
- 8.47%
$115.66 - $138.31 $31.5K - $37.6K
2.94K $403K
RTO
Rentokil Initial PLC

Industrials
-2.61K
- 3.37%
$22.81 - $25.94 $59.6K - $67.7K
74.8K $1.89M
CFG
Citizens Financial Group Inc

Financial Services
-207
- 4.05%
$46.1 - $53.65 $9.54K - $11.1K
4.9K $260K
CCJ
Cameco Corp

Energy
-3.51K
- 10.36%
$70.47 - $86.89 $248K - $305K
30.4K $2.55M
VBK
Vanguard Small Cap Growth ETF

ETFs
-99
- 3.14%
$276.51 - $305.12 $27.4K - $30.2K
3.06K $910K
EXP
Eagle Materials Inc

Basic Materials
-41
- 2.36%
$209.12 - $242.26 $8.57K - $9.93K
1.69K $394K
ASML
Asml Holding Nv

Technology
-4
- 1.31%
$689.63 - $968.09 $2.76K - $3.87K
302 $292K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-115
- 0.52%
$69.02 - $73.57 $7.94K - $8.46K
21.9K $1.61M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-3.93K
- 42.37%
$43.07 - $91.37 $169K - $359K
5.35K $488K
FDL
First Tr Morningstar Dividend

ETFs
-122
- 0.29%
$41.96 - $44.59 $5.12K - $5.44K
41.9K $1.82M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-448
- 0.75%
$107.66 - $112.36 $48.2K - $50.3K
59.5K $6.63M
MHK
Mohawk Industries Inc

Consumer Cyclical
-66
- 2.26%
$107.23 - $139.75 $7.08K - $9.22K
2.86K $368K
RDVY
First Trust Rising Dividend Ac

ETFs
-1.12K
- 3.6%
$62.38 - $67.29 $69.8K - $75.3K
29.9K $2.01M
APH
Amphenol Corp

Technology
-118
- 3.71%
$97.39 - $125.4 $11.5K - $14.8K
3.07K $379K
VUG
Vanguard Growth ETF

ETFs
-287
- 5.77%
$433.97 - $484.08 $125K - $139K
4.68K $2.25M
VONG
Vanguard Russell 1000 Growth E

ETFs
-136
- 1.84%
$108.08 - $121.73 $14.7K - $16.6K
7.25K $873K
VTV
Vanguard Value ETF

ETFs
-288
- 2.25%
$175.51 - $186.57 $50.5K - $53.7K
12.5K $2.33M
EUFN
Ishares Msci Europe Financials

ETFs
-1.6K
- 3.29%
$31.4 - $34.74 $50.1K - $55.5K
47K $1.61M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-666
- 2.59%
$181.56 - $190.33 $121K - $127K
25.1K $4.76M
ETN
Eaton Corp PLC

Industrials
-47
- 0.76%
$342.99 - $392.76 $16.1K - $18.5K
6.1K $2.28M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-65
- 3.22%
$224.68 - $282.71 $14.6K - $18.4K
1.95K $544K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-224
- 1.88%
$459.11 - $506.91 $103K - $114K
11.7K $5.87M
HCC
Warrior Met Coal, Inc.

Basic Materials
-148
- 2.64%
$44.39 - $64.22 $6.57K - $9.5K
5.46K $347K
UTHR
United Therapeutics Corp

Healthcare
-158
- 12.09%
$274.7 - $438.75 $43.4K - $69.3K
1.15K $481K
JPM
Jpmorgan Chase & CO

Financial Services
-450
- 4.25%
$282.78 - $316.06 $127K - $142K
10.1K $3.19M
ABBV
Abb Vie Inc.

Healthcare
-93
- 2.53%
$184.85 - $231.54 $17.2K - $21.5K
3.59K $830K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-258
- 2.34%
$225.11 - $247.9 $58.1K - $64K
10.8K $2.66M
VSAT
Viasat Inc

Technology
-480
- 2.91%
$14.47 - $32.92 $6.95K - $15.8K
16K $469K
GLW
Corning Inc

Technology
-187
- 2.21%
$51.6 - $82.03 $9.65K - $15.3K
8.29K $679K
ORCL
Oracle Corp

Technology
-2.72K
- 16.59%
$218.96 - $328.33 $595K - $892K
13.7K $3.84M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.25K
- 2.72%
$10.78 - $19.82 $13.4K - $24.7K
44.6K $871K
CADE
Cadence Bank

Financial Services
-828
- 0.89%
$33.44 - $38.12 $27.7K - $31.6K
91.9K $3.45M
IQV
Iqvia Holdings Inc.

Healthcare
-284
- 1.67%
$157.68 - $200.82 $44.8K - $57K
16.7K $3.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-186
- 1.18%
$567.77 - $614.76 $106K - $114K
15.6K $9.52M
GLD
Spdr Gold Trust

ETFs
-731
- 4.13%
$300.96 - $355.47 $220K - $260K
17K $6.03M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-7.11K
- 2.99%
$74.93 - $80.73 $533K - $574K
230K $18.6M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-818
- 1.52%
$50.79 - $76.4 $41.5K - $62.5K
52.9K $4.04M
IREN
Iris Energy LTD

Financial Services
-18K
- 21.62%
$15.1 - $47.14 $272K - $849K
65.3K $2.99M
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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