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 $2 Billions to $10 Billions
