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
VRTX
Vertex Pharmaceuticals Inc

Healthcare
802
New
$402.9 - $437.15 $323K - $351K
802 $348K
NEM
Newmont Corp

Basic Materials
3.58K
+ 36.06%
$78.63 - $98.27 $281K - $351K
13.5K $1.17M
KO
Coca Cola CO

Consumer Defensive
3.83K
+ 46.36%
$66.1 - $71.61 $253K - $274K
12.1K $853K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.83K
+ 20.59%
$49.78 - $50.16 $290K - $292K
34.1K $1.71M
FTGC
First Trust Global Tactical CO

ETFs
10.7K
New
$25.56 - $27.34 $274K - $293K
10.7K $288K
FSIG
First Tr ETF Iv LTD Duration I
15.3K
+ 23.79%
$19.18 - $19.31 $293K - $295K
79.4K $1.52M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.61K
New
$50.33 - $50.81 $282K - $285K
5.61K $283K
GILD
Gilead Sciences, Inc.

Healthcare
1.67K
+ 34.44%
$110.56 - $125.2 $185K - $209K
6.53K $809K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.55K
+ 2.72%
$76.84 - $80.86 $196K - $206K
96.5K $7.63M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
10.6K
+ 47.5%
$25.17 - $25.38 $266K - $268K
32.8K $826K
PODD
Insulet Corp

Healthcare
774
New
$305.98 - $336.84 $237K - $261K
774 $257K
AMGN
Amgen Inc

Healthcare
74
+ 1.97%
$290.13 - $341.71 $21.5K - $25.3K
3.82K $1.31M
AVGO
Broadcom Inc.

Technology
313
+ 2.9%
$324.63 - $385.98 $102K - $121K
11.1K $3.8M
FLCH
Franklin Templeton ETF Tr

ETFs
9.62K
New
$24.34 - $26.4 $234K - $254K
9.62K $241K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.32K
New
$181.45 - $199.63 $240K - $264K
1.32K $240K
UFPT
Ufp Technologies Inc

Healthcare
1.03K
New
$185.28 - $245.61 $190K - $252K
1.03K $237K
KGC
Kinross Gold Corp

Basic Materials
9.35K
New
$22.47 - $27.58 $210K - $258K
9.35K $237K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.8K
+ 5.49%
$44.68 - $47.47 $214K - $228K
92.2K $4.33M
PEG
Public Service Enterprise Group Inc

Utilities
2.72K
New
$79.86 - $84.83 $217K - $231K
2.72K $225K
CDW
Cdw Corp

Technology
1.55K
New
$141.56 - $159.42 $220K - $248K
1.55K $225K
RGEN
Repligen Corp

Healthcare
1.43K
New
$142.82 - $166.33 $205K - $239K
1.43K $218K
SYF
Synchrony Financial

Financial Services
2.77K
+ 40.52%
$68.02 - $75.49 $188K - $209K
9.61K $702K
UNP
Union Pacific Corp

Industrials
973
New
$216.37 - $237.41 $211K - $231K
973 $215K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.34K
New
$61.42 - $63.67 $205K - $212K
3.34K $206K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.43K
+ 5.31%
$45.45 - $48.31 $156K - $165K
67.9K $3.22M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.18K
New
$163.36 - $202.07 $193K - $238K
1.18K $204K
INTC
Intel Corp

Technology
5.76K
New
$34.71 - $41.53 $200K - $239K
5.76K $199K
EXLS
Exl Service Holdings, Inc.

Technology
5K
New
$38.54 - $43.71 $193K - $218K
5K $198K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.21K
New
$84.91 - $90.88 $188K - $201K
2.21K $195K
LVHI
Franklin International Low Vol

ETFs
2.64K
+ 5.18%
$34.73 - $36.81 $91.7K - $97.2K
53.6K $1.96M
EWC
Ishares Msci Canada ETF

ETFs
3.75K
New
$49.72 - $51.75 $187K - $194K
3.75K $191K
IEFA
Ishares Tr

ETFs
1.6K
+ 5.97%
$86.09 - $89.88 $137K - $143K
28.3K $2.51M
AGNC
Agnc Investment Corp.

Real Estate
5.19K
+ 1.47%
$9.88 - $10.34 $51.2K - $53.6K
359K $3.64M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.95K
+ 59.93%
$94.02 - $97.61 $183K - $190K
5.2K $492K
IBN
Icici Bank LTD

Financial Services
3.67K
+ 6.26%
$29.87 - $32.94 $110K - $121K
62.3K $1.94M
UTHR
United Therapeutics Corp

Healthcare
238
+ 20.71%
$415.34 - $466.4 $98.9K - $111K
1.39K $646K
AVDV
American Centy ETF Tr Avantis

ETFs
1.71K
+ 31.39%
$87.37 - $90.92 $149K - $155K
7.14K $643K
HEFA
Ishares Currency Hedged Msci E

ETFs
3.29K
+ 24.36%
$39.63 - $41.86 $131K - $138K
16.8K $692K
FOXA
Fox Corp

Communication Services
2.16K
+ 24.27%
$57.0 - $66.71 $123K - $144K
11K $715K
TDVG
T Rowe Price Exchange Traded F

Technology
3.16K
+ 40.09%
$43.17 - $44.88 $137K - $142K
11.1K $489K
CAT
Caterpillar Inc

Industrials
33
+ 2.03%
$480.82 - $585.49 $15.9K - $19.3K
1.66K $913K
DIS
Walt Disney CO

Communication Services
1.52K
+ 54.18%
$105.69 - $116.65 $161K - $178K
4.33K $458K
BAC
Bank Of America Corp

Financial Services
2.41K
+ 21.99%
$48.65 - $54.11 $117K - $130K
13.4K $687K
AEP
American Electric Power CO Inc

Utilities
874
+ 48.75%
$112.75 - $122.73 $98.5K - $107K
2.67K $323K
KLAC
Kla Corp

Technology
85
+ 24.64%
$982.75 - $1235.28 $83.5K - $105K
430 $487K
ILF
Ishares Latin America 40 ETF

ETFs
2.26K
+ 8.79%
$27.22 - $31.12 $61.4K - $70.2K
27.9K $852K
FEMB
First Tr ETF Emerging Markets

ETFs
3.62K
+ 40.52%
$29.14 - $29.78 $106K - $108K
12.6K $373K
EEM
Ishares Msci Emerging Markets

ETFs
286
+ 0.47%
$51.94 - $56.01 $14.9K - $16K
60.9K $3.35M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.41K
+ 42.91%
$72.17 - $75.74 $101K - $106K
4.68K $350K
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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