Vision Financial Markets LLC Incresed Positions in Q3 2025

Vision Financial Markets LLC

  • $117 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
12.2K
+ 214.04%
$237.77 - $353.61 $2.9M - $4.31M
17.9K $6.18B
TLT
Ishares Barclays 20+ Year Trea

ETFs
17K
+ 120.57%
$85.01 - $90.35 $1.45M - $1.54M
31.1K $2.78B
O
Realty Income Corp

Real Estate
21.9K
+ 1823.56%
$56.13 - $60.79 $1.23M - $1.33M
23.1K $1.4B
STX
Seagate Technology Holdings PLC

Technology
4.1K
+ 341.67%
$142.01 - $236.06 $582K - $968K
5.3K $1.25B
QQQ
Invesco Qqq Trust, Series 1

ETFs
58
+ 0.36%
$546.99 - $602.2 $31.7K - $34.9K
16.3K $9.81B
AGNC
Agnc Investment Corp.

Real Estate
72K
+ 251.75%
$9.2 - $10.37 $662K - $747K
101K $985M
SPY
Spdr S&P 500 ETF Trust

ETFs
17
+ 0.12%
$617.65 - $666.84 $10.5K - $11.3K
14K $9.3B
Volatility Shs Tr
11.3K
+ 101.8%
N/A
22.4K $1.23B
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.01%
$282.78 - $316.06 $566 - $632
16.7K $5.27B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
7.4K
+ 6.77%
N/A
117K $5.83B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1K
+ 25.0%
$107.66 - $112.36 $108K - $112K
5K $557M
USB
Us Bancorp \De\

Financial Services
1.8K
+ 551.38%
$43.94 - $50.41 $79.2K - $90.9K
2.13K $103M
NRZ
New Residential Investment Corp.

Real Estate
6.9K
+ 6700.97%
N/A
7.01K $79.8M
MSFT
Microsoft Corp

Technology
5
+ 0.17%
$491.09 - $535.64 $2.46K - $2.68K
2.98K $1.54B
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
600
+ 600.0%
$71.86 - $87.45 $43.1K - $52.5K
700 $58.3M
CVX
Chevron Corp

Energy
2
+ 0.07%
$145.57 - $161.83 $291 - $324
2.85K $442M
AMD
Advanced Micro Devices Inc

Technology
157
+ 72.02%
$134.8 - $184.42 $21.2K - $29K
375 $60.7M
NUE
Nucor Corp

Basic Materials
200
+ 281.69%
$133.3 - $150.33 $26.7K - $30.1K
271 $36.6M
SRE
Sempra Energy

Utilities
100
+ 10.0%
$74.14 - $89.98 $7.41K - $9K
1.1K $99M
MU
Micron Technology Inc

Technology
119
+ 566.67%
$104.88 - $168.89 $12.5K - $20.1K
140 $23.3M
GIS
General Mills Inc

Consumer Defensive
500
+ 13.16%
$48.44 - $53.83 $24.2K - $26.9K
4.3K $217M
HOOD
Robinhood Markets, Inc.

Technology
100
+ 100.0%
$91.27 - $143.18 $9.13K - $14.3K
200 $28.6M
XOM
Exxon Mobil Corp

Energy
1
+ 0.03%
$105.83 - $117.22 $106 - $117
3.28K $369M
AMZN
Amazon Com Inc

Consumer Cyclical
53
+ 0.27%
$211.65 - $238.24 $11.2K - $12.6K
19.5K $4.29B
VZ
Verizon Communications Inc

Communication Services
5
+ 0.03%
$40.84 - $45.06 $204 - $225
18.8K $826M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.2%
$144.19 - $167.33 $144 - $167
501 $83.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
20
+ 60.61%
$435.72 - $463.74 $8.71K - $9.27K
53 $24.1M
ALEX
Alexander & Baldwin, Inc.

Real Estate
476
+ 952.0%
$17.48 - $19.44 $8.32K - $9.25K
526 $9.56M
SOFI
So Fi Technologies, Inc.

Financial Services
250
+ 166.67%
$17.64 - $29.81 $4.41K - $7.45K
400 $10.6M
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
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.63%
$303.93 - $329.86 $304 - $330
160 $52.2M
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
OXY
Occidental Petroleum Corp

Energy
1
+ 0.36%
$42.54 - $48.1 $42.5 - $48.1
281 $13.3M
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
CG
Carlyle Group Inc.

Financial Services
1
+ 0.98%
$52.82 - $69.35 $52.8 - $69.4
103 $6.4M
SIL
Global X Silver Miners ETF

ETFs
1
+ 2.0%
$47.34 - $71.63 $47.3 - $71.6
51 $3.59M
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
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
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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