Vision Financial Markets LLC Purchases in Q3 2025

Vision Financial Markets LLC

  • $117 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
2
+ 0.79%
$152.77 - $188.68 $306 - $377
256 $43.6M
AVUV
American Centy ETF Tr Avantis

ETFs
2
+ 0.34%
$90.37 - $102.12 $181 - $204
589 $58.6M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.18%
$133.81 - $152.16 $134 - $152
548 $76.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 1.72%
$404.94 - $499.99 $405 - $500
59 $28.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
150
New
$26.38 - $27.95 $3.96K - $4.19K
150 $4.1M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.63%
$303.93 - $329.86 $304 - $330
160 $52.2M
CTRE
Care Trust Reit, Inc.

Real Estate
100
New
$30.29 - $34.8 $3.03K - $3.48K
100 $3.47M
SPYI
Shp ETF Tr Neos S&P 500 High I
27
+ 3.05%
N/A
911 $47.6M
OHI
Omega Healthcare Investors Inc

Real Estate
7
+ 1.54%
$36.29 - $43.34 $254 - $303
461 $19.5M
TPR
Tapestry, Inc.

Consumer Cyclical
1
+ 0.99%
$86.48 - $116.14 $86.5 - $116
102 $11.5M
SCI
Service Corp International

Consumer Cyclical
2
+ 0.31%
$75.63 - $83.25 $151 - $167
653 $54.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
17
+ 1.99%
$55.61 - $57.37 $945 - $975
870 $49.7M
SIL
Global X Silver Miners ETF

ETFs
1
+ 2.0%
$47.34 - $71.63 $47.3 - $71.6
51 $3.59M
CG
Carlyle Group Inc.

Financial Services
1
+ 0.98%
$52.82 - $69.35 $52.8 - $69.4
103 $6.4M
XLE
Energy Sector Spdr

ETFs
1
+ 0.41%
$84.25 - $91.99 $84.3 - $92
243 $21.6M
AZN
Astrazeneca PLC

Healthcare
1
+ 0.66%
$68.72 - $82.11 $68.7 - $82.1
153 $11.7M
J P Morgan Exchange Traded F
1
+ 0.24%
N/A
410 $26.6M
Global X Fds
1
+ 1.0%
N/A
101 $7.04M
BAC
Bank Of America Corp

Financial Services
1
+ 0.46%
$44.92 - $52.42 $44.9 - $52.4
219 $11.3M
EURN
Euronav Nv

Energy
97
New
N/A
97 $911K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
29
New
$22.82 - $29.26 $662 - $849
29 $849K
XLF
Financial Sector Spdr

ETFs
1
+ 0.23%
$51.37 - $54.25 $51.4 - $54.3
439 $23.6M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
9
+ 2.2%
$26.16 - $27.65 $235 - $249
419 $11.5M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
23
+ 2.17%
$8.55 - $9.1 $197 - $209
1.08K $9.86M
WD
Walker & Dunlop, Inc.

Financial Services
1
+ 2.44%
$72.06 - $87.6 $72.1 - $87.6
42 $3.43M
NEWT
Newtek Business Services Corp.

Financial Services
19
+ 1.02%
$11.16 - $12.53 $212 - $238
1.89K $21.6M
D
Dominion Energy, Inc

Utilities
1
+ 0.98%
$56.32 - $62.1 $56.3 - $62.1
103 $6.26M
HAL
Halliburton CO

Energy
1
+ 0.81%
$20.5 - $25.11 $20.5 - $25.1
124 $3.03M
HNDL
Strategy Shs

ETFs
8
+ 1.6%
$21.41 - $22.28 $171 - $178
508 $11.3M
Neos ETF Trust
8
+ 7.02%
N/A
122 $7.21M
VTRS
Viatris Inc

Healthcare
5
+ 1.21%
$8.74 - $10.69 $43.7 - $53.4
418 $4.14M
XLU
Utilities Sector Spdr

ETFs
1
+ 1.61%
$81.14 - $87.32 $81.1 - $87.3
63 $5.42M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
7
+ 1.69%
$4.36 - $5.16 $30.5 - $36.1
422 $2.18M
FLNG
Flex Lng Ltd.

Energy
2
+ 2.38%
$21.89 - $27.41 $43.8 - $54.8
86 $2.16M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
6
+ 1.85%
$17.13 - $17.98 $103 - $108
330 $5.85M
VICI
Vici Properties Inc.

Real Estate
8
+ 1.21%
$31.43 - $33.93 $251 - $271
670 $21.8M
SBLK
Star Bulk Carriers Corp.

Industrials
1
+ 0.5%
$17.38 - $19.87 $17.4 - $19.9
202 $3.74M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
2
+ 1.38%
$31.78 - $33.69 $63.6 - $67.4
147 $4.85M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
7
+ 1.6%
$24.08 - $24.56 $169 - $172
445 $10.9M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1
+ 0.35%
$40.94 - $42.85 $40.9 - $42.9
284 $11.9M
FPE
First Tr Pfd Secs & Income ETF

ETFs
5
+ 1.6%
$17.81 - $18.39 $89.1 - $92
318 $5.79M
GNL
Global Net Lease, Inc.

Real Estate
7
+ 2.55%
$6.85 - $8.33 $47.9 - $58.3
282 $2.29M
FREL
Fidelity Covington Tr Msci Rea

ETFs
2
+ 0.94%
$26.84 - $28.32 $53.7 - $56.6
214 $5.93M
AM
Antero Midstream Corp

Energy
2
+ 0.97%
$16.87 - $19.58 $33.7 - $39.2
208 $4.04M
FENY
Fidelity Covington Tr Msci Ene

ETFs
1
+ 0.98%
$23.27 - $25.46 $23.3 - $25.5
103 $2.53M
RIET
ETF Ser Solutions Hoya Capital

ETFs
5
+ 2.38%
$9.34 - $10.07 $46.7 - $50.4
215 $2.07M
EPR
Epr Properties

Real Estate
2
+ 1.59%
$52.58 - $61.21 $105 - $122
128 $7.4M
KINS
Kingstone Companies, Inc.

Financial Services
1
+ 1.0%
$13.21 - $16.39 $13.2 - $16.4
101 $1.48M
MPLX
Mplx LP

Energy
3
+ 2.4%
$49.42 - $52.71 $148 - $158
128 $6.36M
Activity Summary
Buys All Purchases 120 New Holdings 24 Increased Positions 96 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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