Vision Financial Markets LLC Portfolio Holdings

Vision Financial Markets LLC

  • $93.2 Billion
  • Q4 2024

Vision Financial Markets LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $93.2 Billion distributed in 233 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $8.56B, Spdr S&P 500 ETF Trust with a value of $8.43B, Apple Inc. with a value of $7.78B, Autozone Inc with a value of $6.19B, and Rbb Fd Inc Us Treas 3 Month Bi with a value of $5.16B.

Examining the 13F form we can see an increase of $93.2B in the current position value.

Vision Financial Markets LLC is based out at Stamford, CT

Below you can find more details about Vision Financial Markets LLC portfolio as well as his latest detailed transactions.

Portfolio value $93.2 Billion
Consumer Cyclical: $23.9 Billion
ETFs: $20.1 Billion
Financial Services: $14.6 Billion
Technology: $11.1 Billion
Consumer Defensive: $4.27 Billion
Industrials: $3.04 Billion
Communication Services: $2.58 Billion
Energy: $2 Billion
Other: $4.44 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.9B
$10.3 Million 0.01% of portfolio
59
Q4 2024 New
$37.1B
$5.08 Million 0.01% of portfolio
82
Q4 2024 New
$23.1B
$3.28 Million 0.0% of portfolio
121
Q4 2024 New
$25B
$2.59 Million 0.0% of portfolio
29
Q4 2024 New
$13.6B
$2.15 Million 0.0% of portfolio
62
Q4 2024 New
$57.8B
$4.48 Million 0.0% of portfolio
9
Q4 2024 New
$56.7B
$3.92 Million 0.0% of portfolio
54
Q4 2024 New
$13.1B
$4.16 Million 0.0% of portfolio
100
Q4 2024 New
$127B
$4.24 Million 0.0% of portfolio
43
Q4 2024 New
$71.8B
$4.45 Million 0.0% of portfolio
10
Q4 2024 New
$71.5B
$4.27 Million 0.0% of portfolio
136
Q4 2024 New
$36.6B
$2.48 Million 0.0% of portfolio
250
Q4 2024 New
$23.3B
$4.63 Million 0.0% of portfolio
545
Q4 2024 New
$63.9B
$4.34 Million 0.0% of portfolio
100
Q4 2024 New
$110B
$1.95 Million 0.0% of portfolio
11
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 233
  • Current Value $93.2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 231 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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