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
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
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
BHM
Bluerock Homes Trust, Inc.
1
+ 0.52%
$11.0 - $14.81 $11 - $14.8
194 $2.32M
UVE
Universal Insurance Holdings, Inc.

Financial Services
1
+ 0.98%
$22.93 - $27.36 $22.9 - $27.4
103 $2.69M
AR
Antero Resources Corp

Energy
60
+ 18.18%
$29.87 - $37.66 $1.79K - $2.26K
390 $13.1M
AMZA
Etfis Ser Tr I

ETFs
3
+ 2.88%
$39.82 - $43.89 $119 - $132
107 $4.26M
ABT
Abbott Laboratories

Healthcare
1
+ 0.4%
$120.51 - $136.62 $121 - $137
254 $33.9M
Tidal Trust Ii
519
+ 50.83%
N/A
1.54K $21.5M
ET
Energy Transfer LP

Energy
35
+ 1.91%
$17.11 - $18.16 $599 - $636
1.86K $32M
BMY
Bristol Myers Squibb CO

Healthcare
4
+ 0.3%
$43.31 - $48.98 $173 - $196
1.35K $61M
CHK
Chesapeake Energy Corp

Energy
1
+ 0.66%
N/A
153 $16.2M
MCHP
Microchip Technology Inc

Technology
2
+ 0.65%
$60.95 - $75.26 $122 - $151
310 $19.8M
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.52%
$79.36 - $93.33 $79.4 - $93.3
192 $15.3M
CARR
Carrier Global Corp

Industrials
1
+ 0.52%
$58.75 - $80.73 $58.8 - $80.7
192 $11.4M
KMI
Kinder Morgan, Inc.

Energy
1
+ 0.02%
$26.23 - $28.5 $26.2 - $28.5
4.76K $135M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
14
+ 3.94%
$38.58 - $58.24 $540 - $815
369 $14.5M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.14%
$150.47 - $161.22 $301 - $322
1.4K $214M
Strategy Inc
8
+ 2.24%
N/A
365 $33.4M
ADBE
Adobe Inc.

Technology
150
+ 7.58%
$333.65 - $392.1 $50K - $58.8K
2.13K $751M
CRM
Salesforce, Inc.

Technology
1
+ 0.21%
$231.66 - $273.65 $232 - $274
479 $113M
T
At&T Inc.

Communication Services
2
+ 0.01%
$26.94 - $29.62 $53.9 - $59.2
29.6K $836M
OKE
Oneok Inc

Energy
1
+ 0.04%
$71.36 - $83.47 $71.4 - $83.5
2.6K $190M
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
Track This Portfolio

Track Vision Financial Markets LLC Portfolio

Follow Vision Financial Markets LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vision Financial Markets LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vision Financial Markets LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email