Vision Financial Markets LLC Portfolio Holdings

Vision Financial Markets LLC

  • $117 Billion
  • Q3 2025

Vision Financial Markets LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 429 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 $9.81B, Spdr S&P 500 ETF Trust with a value of $9.3B, Autozone Inc with a value of $8.31B, Apple Inc. with a value of $8.01B, and Unitedhealth Group Inc with a value of $6.18B.

Examining the 13F form we can see an increase of $11B in the current position value, from $106B to 117B.

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 $117 Billion
Consumer Cyclical: $26.4 Billion
ETFs: $25.6 Billion
Technology: $14.3 Billion
Financial Services: $12.7 Billion
Healthcare: $8.55 Billion
Consumer Defensive: $5.25 Billion
Real Estate: $3.74 Billion
Communication Services: $3.41 Billion
Other: $7.72 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$245M
$21.6 Million 0.02% of portfolio
1,889
Q3 2025 Added 1.02%
$124M
$1.15 Million 0.0% of portfolio
70
Q1 2025 New
$243M
$32,000 0.0% of portfolio
2
Q4 2024 New
$182M
$714,000 0.0% of portfolio
350
Q1 2025 New
$81M
$58,000 0.0% of portfolio
50
Q1 2025 New
$199M
$300,000 0.0% of portfolio
100
Q1 2025 New
$153M
$1.48 Million 0.0% of portfolio
101
Q3 2025 Added 1.0%
$62.7M
$252,000 0.0% of portfolio
300
Q1 2025 New
$245M
$2.52 Million 0.0% of portfolio
110
Q1 2025 New
$87.5M
$174,000 0.0% of portfolio
20
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 429
  • Current Value $117 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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