Vision Financial Markets LLC New Holdings in Q4 2024

Vision Financial Markets LLC

  • $93.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
1.51K
New
$161.05 - $179.7 $243K - $272K
1.51K $253M
GS
Goldman Sachs Group Inc

Financial Services
441
New
$486.1 - $608.57 $214K - $268K
441 $252M
OKE
Oneok Inc

Energy
2.5K
New
$92.28 - $117.05 $231K - $293K
2.5K $251M
ADM
Archer Daniels Midland CO

Consumer Defensive
4.84K
New
$49.38 - $59.52 $239K - $288K
4.84K $244M
GIS
General Mills Inc

Consumer Defensive
3.8K
New
$62.78 - $74.62 $239K - $284K
3.8K $242M
PRU
Prudential Financial Inc

Financial Services
2.04K
New
$114.59 - $129.52 $234K - $264K
2.04K $242M
MA
Mastercard Inc

Financial Services
450
New
$491.3 - $536.15 $221K - $241K
450 $237M
META
Meta Platforms, Inc.

Communication Services
394
New
$554.08 - $632.68 $218K - $249K
394 $231M
AMT
American Tower Corp

Real Estate
1.2K
New
$179.4 - $232.01 $215K - $278K
1.2K $220M
AB
Alliancebernstein Holding L.P.

Financial Services
5.8K
New
$34.59 - $38.68 $201K - $224K
5.8K $215M
FHI
Federated Hermes, Inc.

Financial Services
4.82K
New
$36.01 - $43.31 $173K - $209K
4.82K $198M
QCOM
Qualcomm Inc

Technology
1.23K
New
$150.4 - $178.04 $184K - $218K
1.23K $188M
CSCO
Cisco Systems, Inc.

Technology
3.11K
New
$52.45 - $60.02 $163K - $187K
3.11K $184M
GE
General Electric CO

Industrials
1.07K
New
$159.95 - $194.23 $172K - $208K
1.07K $179M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
13.1K
New
$12.61 - $15.33 $165K - $201K
13.1K $168M
ETR
Entergy Corp

Utilities
2.2K
New
$73.19 - $156.4 $161K - $344K
2.2K $167M
ABBV
Abb Vie Inc.

Healthcare
900
New
$164.99 - $203.87 $148K - $183K
900 $160M
BK
Bank Of New York Mellon Corp

Financial Services
2K
New
$70.82 - $81.87 $142K - $164K
2K $154M
DUK
Duke Energy Corp

Utilities
1.4K
New
$105.76 - $120.76 $148K - $168K
1.4K $150M
IRM
Iron Mountain Inc

Real Estate
1.35K
New
$101.62 - $128.14 $137K - $173K
1.35K $142M
ADSK
Autodesk, Inc.

Technology
473
New
N/A
473 $140M
TRP
Tc Energy Corp

Energy
2.85K
New
$44.03 - $50.23 $125K - $143K
2.85K $133M
KMI
Kinder Morgan, Inc.

Energy
4.66K
New
$22.59 - $28.54 $105K - $133K
4.66K $128M
PM
Philip Morris International Inc.

Consumer Defensive
1.02K
New
$118.38 - $133.06 $121K - $136K
1.02K $123M
MRK
Merck & Co., Inc.

Healthcare
1.19K
New
$96.31 - $114.76 $114K - $136K
1.19K $118M
K
Kellogg CO

Consumer Defensive
1.4K
New
$80.34 - $81.29 $112K - $114K
1.4K $113M
C
Citigroup Inc

Financial Services
1.6K
New
$61.31 - $72.5 $98.1K - $116K
1.6K $113M
CSX
Csx Corp

Industrials
3.4K
New
$31.58 - $36.88 $107K - $125K
3.4K $110M
CRM
Salesforce, Inc.

Technology
310
New
$270.87 - $367.87 $84K - $114K
310 $104M
GLD
Spdr Gold Trust

ETFs
400
New
$236.59 - $257.5 $94.6K - $103K
400 $96.9M
NEE
Nextera Energy Inc

Utilities
1.26K
New
$69.77 - $85.43 $88.2K - $108K
1.26K $90.6M
LNC
Lincoln National Corp

Financial Services
2.8K
New
$30.46 - $36.84 $85.3K - $103K
2.8K $88.8M
Ge Vernova Inc
268
New
N/A
268 $88.2M
SO
Southern CO

Utilities
1.07K
New
$81.5 - $94.15 $87K - $101K
1.07K $87.9M
ES
Eversource Energy

Utilities
1.51K
New
$55.9 - $67.73 $84.2K - $102K
1.51K $86.5M
PEG
Public Service Enterprise Group Inc

Utilities
1K
New
$81.87 - $94.51 $81.9K - $94.5K
1K $84.5M
PEP
Pepsico Inc

Consumer Defensive
545
New
$151.29 - $176.1 $82.5K - $96K
545 $82.8M
SPGI
S&P Global Inc.

Financial Services
156
New
$480.36 - $529.17 $74.9K - $82.6K
156 $77.7M
NFLX
Netflix Inc

Communication Services
87
New
$687.65 - $936.56 $59.8K - $81.5K
87 $77.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
141
New
$521.84 - $558.82 $73.6K - $78.8K
141 $76M
XEL
Xcel Energy Inc

Utilities
1.11K
New
$62.16 - $72.92 $69K - $80.9K
1.11K $74.9M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
175
New
$417.69 - $450.94 $73.1K - $78.9K
175 $74.5M
PLTR
Palantir Technologies Inc.

Technology
967
New
$36.46 - $82.38 $35.3K - $79.7K
967 $73.1M
FDX
Fedex Corp

Industrials
250
New
$260.5 - $305.15 $65.1K - $76.3K
250 $70.3M
MCO
Moodys Corp

Financial Services
141
New
$454.04 - $500.88 $64K - $70.6K
141 $66.7M
LOW
Lowes Companies Inc

Consumer Cyclical
262
New
$244.52 - $284.07 $64.1K - $74.4K
262 $64.7M
O
Realty Income Corp

Real Estate
1.1K
New
$51.76 - $64.71 $56.9K - $71.2K
1.1K $58.8M
PGF
Invesco Exchange Traded Fd Tr

ETFs
4K
New
$14.4 - $15.83 $57.6K - $63.3K
4K $58.2M
RTX
Raytheon Technologies Corp

Industrials
497
New
$114.45 - $127.21 $56.9K - $63.2K
497 $57.5M
Activity Summary
Buys All Purchases 231 New Holdings 231 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 2 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