Vision Point Advisory Group, LLC Sells in Q2 2025

Vision Point Advisory Group, LLC

  • $432 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-59.8K
- 20.11%
$60.34 - $74.89 $3.61M - $4.48M
237K $17.8M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-14.6K
- 72.82%
$100.04 - $100.54 $1.46M - $1.47M
5.45K $547K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-63.5K
- 54.72%
$22.56 - $29.85 $1.43M - $1.9M
52.6K $1.5M
FIS
Fidelity National Information Services, Inc.

Technology
-20.4K
- 38.58%
$68.14 - $82.13 $1.39M - $1.67M
32.5K $2.64M
SCHW
Schwab Charles Corp

Financial Services
-18.5K
- 56.83%
$69.06 - $91.24 $1.27M - $1.68M
14K $1.28M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-23.7K
- 75.21%
$50.36 - $50.68 $1.19M - $1.2M
7.81K $395K
NICE
Nice Ltd.

Technology
-7.94K
- 33.09%
$141.3 - $178.32 $1.12M - $1.42M
16.1K $2.71M
QLD
Proshares Ultra Qqq

ETFs
-12K
- 78.85%
$69.34 - $117.71 $830K - $1.41M
3.21K $377K
BAX
Baxter International Inc

Healthcare
-8.3K
- 6.63%
$27.8 - $34.02 $231K - $282K
117K $3.54M
BMY
Bristol Myers Squibb CO

Healthcare
-7.12K
- 26.77%
$44.12 - $59.6 $314K - $424K
19.5K $901K
TQQQ
Proshares Ultrapro Qqq

ETFs
-14.2K
- 60.15%
$38.9 - $83.0 $553K - $1.18M
9.43K $767K
FAST
Fastenal CO

Industrials
-2.68K
- 29.45%
$40.65 - $83.16 $109K - $223K
6.43K $269K
WMG
Warner Music Group Corp.

Communication Services
-3.49K
- 4.87%
$25.91 - $31.32 $90.5K - $109K
68.1K $1.86M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-7.28K
- 3.45%
$19.12 - $22.36 $139K - $163K
203K $4.35M
ROST
Ross Stores, Inc.

Consumer Cyclical
-1.83K
- 53.62%
$126.62 - $154.26 $231K - $282K
1.58K $201K
MU
Micron Technology Inc

Technology
-5.75K
- 37.92%
$64.72 - $127.91 $372K - $735K
9.41K $1.16M
PWR
Quanta Services, Inc.

Industrials
-810
- 58.06%
$239.47 - $381.26 $194K - $309K
585 $221K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.01K
- 18.39%
$119.13 - $135.03 $121K - $137K
4.49K $554K
RTO
Rentokil Initial PLC

Industrials
-5.75K
- 6.91%
$19.89 - $24.42 $114K - $140K
77.4K $1.86M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-259
- 1.42%
$38.81 - $44.28 $10.1K - $11.5K
18K $761K
EDV
Vanguard Extended Duration Tre

ETFs
-82
- 1.43%
$62.83 - $72.45 $5.15K - $5.94K
5.65K $380K
CNHI
Cnh Industrial N.V.

Industrials
-2.54K
- 11.46%
N/A
19.6K $204K
CLOI
Vaneck ETF Tr

ETFs
-452
- 1.81%
$51.16 - $53.02 $23.1K - $24K
24.5K $1.3M
PFF
Ishares Trust Ishares Pfd And

ETFs
-643
- 4.55%
$29.0 - $30.68 $18.6K - $19.7K
13.5K $414K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-4.76K
- 9.4%
$7.69 - $11.46 $36.6K - $54.5K
45.9K $525K
PM
Philip Morris International Inc.

Consumer Defensive
-4.95K
- 12.9%
$149.23 - $184.95 $739K - $916K
33.4K $6.09M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-40
- 0.88%
$51.14 - $57.0 $2.05K - $2.28K
4.49K $255K
CDW
Cdw Corp

Technology
-142
- 11.06%
$144.49 - $190.68 $20.5K - $27.1K
1.14K $203K
Sunrise Communications Ag
-9.79K
- 55.29%
N/A
7.91K $0
Valued Advisers Tr
-70.8K
- 14.88%
N/A
405K $0
Siriusxm Holdings Inc
-4.43K
- 11.26%
N/A
34.9K $0
Annaly Capital Management In
-504
- 2.74%
N/A
17.9K $0
CRH.L
Crh PLC

Basic Materials
-54
- 0.74%
N/A
7.23K $0
Flagstar Financial Inc
-1.77K
- 2.97%
N/A
57.8K $0
Managed Portfolio Series
-19.1K
- 39.59%
N/A
29.2K $0
Brookfield Corp
-1.94K
- 8.41%
N/A
21.1K $0
GEVO
Gevo, Inc.

Basic Materials
-1.41K
- 4.77%
$1.02 - $1.38 $1.43K - $1.94K
28.1K $37K
ADM
Archer Daniels Midland CO

Consumer Defensive
-189
- 3.77%
$41.79 - $54.16 $7.9K - $10.2K
4.82K $254K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-70
- 1.27%
$44.58 - $54.92 $3.12K - $3.84K
5.45K $299K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-306
- 0.51%
$105.23 - $109.61 $32.2K - $33.5K
59.9K $6.57M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-1.42K
- 4.76%
$89.4 - $99.04 $127K - $141K
28.5K $2.76M
VEA
Vanguard Ftse Developed Market

ETFs
-26
- 0.56%
$45.65 - $57.01 $1.19K - $1.48K
4.6K $262K
IBN
Icici Bank LTD

Financial Services
-2.47K
- 4.09%
$30.16 - $34.39 $74.3K - $84.8K
57.8K $1.94M
VSAT
Viasat Inc

Technology
-2.12K
- 11.39%
$7.7 - $14.6 $16.3K - $31K
16.5K $240K
LBRDK
Liberty Broadband Corp

Communication Services
-1.4K
- 9.75%
$73.65 - $101.29 $103K - $142K
12.9K $1.27M
LNG
Cheniere Energy, Inc.

Energy
-377
- 2.98%
$197.25 - $244.33 $74.4K - $92.1K
12.3K $2.99M
EMR
Emerson Electric CO

Industrials
-169
- 4.43%
$94.15 - $133.33 $15.9K - $22.5K
3.65K $486K
BALL
Ball Corp

Consumer Cyclical
-2.06K
- 4.45%
$44.94 - $56.99 $92.6K - $117K
44.2K $2.48M
EEM
Ishares Msci Emerging Markets

ETFs
-2.05K
- 4.24%
$38.52 - $48.28 $78.9K - $98.8K
46.3K $2.23M
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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