Vision Point Advisory Group, LLC Purchases in Q4 2025

Vision Point Advisory Group, LLC

  • $485 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.77K
+ 61.89%
$656.2 - $690.71 $1.82M - $1.91M
7.24K $4.89M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.8K
+ 134.69%
$99.87 - $101.27 $1.58M - $1.6M
27.6K $2.76M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.58K
+ 34.21%
$185.12 - $192.11 $1.59M - $1.65M
33.7K $6.31M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
13.5K
New
$101.39 - $114.39 $1.36M - $1.54M
13.5K $1.53M
HON
Honeywell International Inc

Industrials
7.76K
New
$194.07 - $220.67 $1.51M - $1.71M
7.76K $1.52M
NOW
Service Now, Inc.

Technology
1.67K
+ 402.65%
$835.79 - $946.29 $1.4M - $1.58M
2.09K $1.74M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
22.5K
New
$50.55 - $50.74 $1.14M - $1.14M
22.5K $1.14M
XLK
Technology Sector Spdr

ETFs
3.73K
+ 125.09%
$278.39 - $304.13 $1.04M - $1.14M
6.72K $1.94M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.8K
+ 25.3%
$42.26 - $44.28 $880K - $922K
103K $4.51M
ACN
Accenture PLC

Technology
3.87K
+ 329.11%
$234.02 - $253.35 $905K - $980K
5.04K $1.22M
EWX
Spdr S&P Emerging Markets Smal

ETFs
13.3K
New
$65.53 - $67.79 $870K - $900K
13.3K $891K
FDL
First Tr Morningstar Dividend

ETFs
19.6K
+ 46.72%
$42.27 - $43.9 $827K - $859K
61.4K $2.68M
EWY
Ishares Inc Msci South Korea E

ETFs
8.63K
New
$80.72 - $100.78 $696K - $869K
8.63K $811K
ICLN
Ishares

ETFs
46.8K
New
$15.78 - $18.1 $739K - $847K
46.8K $796K
RTO
Rentokil Initial PLC

Industrials
26.7K
+ 35.72%
$25.45 - $29.68 $680K - $793K
101K $2.68M
EFV
Msci Eafe Value ETF

ETFs
11.3K
New
$66.73 - $70.99 $754K - $802K
11.3K $794K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.1K
+ 7.09%
$600.51 - $631.95 $662K - $696K
16.7K $10.3M
XLU
Utilities Sector Spdr

ETFs
8.41K
+ 218.11%
$87.89 - $92.9 $739K - $781K
12.3K $1.09M
KKR
Kkr & Co. Inc.

Financial Services
6.06K
New
$117.52 - $127.65 $713K - $774K
6.06K $727K
LLY
Eli Lilly & CO

Healthcare
309
+ 19.83%
$799.57 - $1025.28 $247K - $317K
1.87K $1.91M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.85K
+ 14.35%
$91.46 - $91.76 $718K - $720K
62.5K $5.73M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11.6K
+ 53.59%
$54.27 - $56.85 $628K - $657K
33.1K $1.86M
VVV
Valvoline Inc

Energy
29.2K
+ 47.41%
$31.29 - $36.07 $914K - $1.05M
90.8K $2.85M
QCOM
Qualcomm Inc

Technology
3.84K
+ 102.84%
$153.59 - $187.68 $589K - $720K
7.57K $1.26M
RDVY
First Trust Rising Dividend Ac

ETFs
9.59K
+ 32.06%
$65.02 - $68.31 $624K - $655K
39.5K $2.65M
HYG
Ishares Tr

ETFs
8.2K
+ 14.53%
$79.95 - $81.28 $655K - $666K
64.6K $5.18M
SECT
Sector 10, Inc.

ETFs
9.31K
+ 27.61%
$61.68 - $64.94 $574K - $604K
43K $2.71M
GOOGL
Alphabet Inc.

Communication Services
861
+ 8.39%
$236.57 - $291.31 $204K - $251K
11.1K $3.07M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
9.59K
+ 36.11%
$59.91 - $60.13 $574K - $576K
36.1K $2.17M
TQQQ
Proshares Ultrapro Qqq

ETFs
5.01K
+ 83.44%
$97.07 - $120.61 $486K - $604K
11K $1.15M
FVD
First Tr Value Line Divid Inde

ETFs
12.3K
New
$45.0 - $46.25 $551K - $567K
12.3K $562K
NVDA
Nvidia Corp

Technology
2.82K
+ 4.5%
$179.83 - $207.04 $508K - $584K
65.5K $12.2M
MRK
Merck & Co., Inc.

Healthcare
5.22K
+ 159.47%
$82.49 - $92.93 $431K - $485K
8.5K $788K
ETR
Entergy Corp

Utilities
5K
+ 25.9%
$93.4 - $97.65 $467K - $488K
24.3K $2.31M
SPTL
Spdr Portfolio Long Term Treas

ETFs
18.8K
+ 130.85%
$26.76 - $27.67 $503K - $521K
33.2K $890K
CVX
Chevron Corp

Energy
3.12K
+ 38.16%
$148.9 - $157.72 $465K - $492K
11.3K $1.75M
SPY
Spdr S&P 500 ETF Trust

ETFs
707
+ 4.07%
$653.02 - $687.39 $462K - $486K
18.1K $12M
AEE
Ameren Corp

Utilities
4.35K
New
$101.28 - $105.72 $441K - $460K
4.35K $456K
SPYG
Spdr Portfolio

ETFs
4.2K
+ 15.07%
$102.4 - $109.39 $430K - $459K
32K $3.36M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
7K
New
$61.02 - $63.76 $427K - $447K
7K $439K
CRWD
Crowd Strike Holdings, Inc.

Technology
791
New
$482.23 - $557.53 $381K - $441K
791 $425K
HD
Home Depot, Inc.

Consumer Cyclical
1.62K
+ 46.61%
$358.03 - $397.02 $581K - $645K
5.11K $1.83M
ADBE
Adobe Inc.

Technology
1.3K
+ 160.4%
$325.07 - $359.91 $421K - $466K
2.1K $683K
AZN
Astrazeneca PLC

Healthcare
4.29K
New
$81.15 - $89.4 $348K - $383K
4.29K $383K
LGOV
First Tr ETF Iv Long Duration

ETFs
17.5K
New
$21.78 - $22.24 $380K - $388K
17.5K $381K
LNG
Cheniere Energy, Inc.

Energy
2.9K
+ 23.21%
$205.63 - $235.74 $597K - $685K
15.4K $3.32M
MDT
Medtronic PLC

Healthcare
3.64K
+ 18.24%
$90.06 - $98.43 $328K - $358K
23.6K $2.27M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
9.66K
New
$36.47 - $38.19 $352K - $369K
9.66K $362K
QLD
Proshares Ultra Qqq

ETFs
2.46K
+ 83.66%
$131.81 - $152.77 $324K - $376K
5.4K $752K
Activity Summary
Buys All Purchases 234 New Holdings 44 Increased Positions 190 Sells All Sells 154 Reductions 154 Sold out 0 Options Calls 0 Puts 0
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