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
IBM
International Business Machines Corp

Technology
119
+ 2.43%
$275.97 - $314.98 $32.8K - $37.5K
5.02K $1.49M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
23.3K
+ 54.02%
$4.97 - $5.35 $116K - $125K
66.4K $335K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.23K
+ 43.33%
$88.9 - $93.29 $110K - $115K
4.08K $366K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.32K
+ 42.86%
$80.59 - $84.32 $106K - $111K
4.4K $360K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
946
+ 23.84%
$114.27 - $121.15 $108K - $115K
4.91K $574K
GLW
Corning Inc

Technology
1.24K
+ 14.99%
$82.06 - $90.29 $102K - $112K
9.53K $782K
PFE
Pfizer Inc

Healthcare
4.24K
+ 41.51%
$24.23 - $27.37 $103K - $116K
14.4K $362K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.6K
+ 1.47%
$25.75 - $26.12 $118K - $120K
318K $8.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
161
+ 0.36%
$92.24 - $96.56 $14.9K - $15.5K
44.7K $4.26M
MIDD
Middleby Corp

Industrials
2.42K
+ 19.18%
$118.04 - $139.82 $285K - $338K
15K $1.77M
ISRG
Intuitive Surgical Inc

Healthcare
16
+ 2.03%
$429.59 - $576.2 $6.87K - $9.22K
803 $439K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
975
+ 39.98%
$90.99 - $95.91 $88.7K - $93.5K
3.41K $312K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3.6K
+ 29.85%
$22.39 - $22.71 $80.7K - $81.8K
15.7K $351K
VZ
Verizon Communications Inc

Communication Services
3.7K
+ 14.76%
$38.4 - $43.83 $142K - $162K
28.8K $1.18M
MCD
Mcdonalds Corp

Consumer Cyclical
247
+ 17.86%
$293.81 - $310.11 $72.6K - $76.6K
1.63K $496K
CW
Curtiss Wright Corp

Industrials
123
+ 18.41%
$536.42 - $601.78 $66K - $74K
791 $436K
EXEL
Exelixis, Inc.

Healthcare
1.69K
+ 29.37%
$34.54 - $43.59 $58.2K - $73.4K
7.42K $309K
VTV
Vanguard Value ETF

ETFs
337
+ 2.7%
$182.87 - $189.72 $61.6K - $63.9K
12.8K $2.4M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.94K
+ 10.37%
$39.17 - $40.87 $76.1K - $79.4K
20.7K $822K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.79K
+ 9.78%
$32.35 - $34.37 $57.9K - $61.5K
20.1K $679K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
6.54K
+ 25.65%
$10.31 - $10.6 $67.5K - $69.4K
32.1K $335K
BMY
Bristol Myers Squibb CO

Healthcare
717
+ 3.44%
$42.6 - $49.08 $30.5K - $35.2K
21.6K $1.01M
STRL
Sterling Construction CO Inc

Industrials
204
+ 16.72%
$326.6 - $411.07 $66.6K - $83.9K
1.42K $482K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.29K
+ 14.42%
$50.83 - $51.07 $65.8K - $66.1K
10.3K $523K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.29K
+ 7.84%
$63.25 - $66.24 $81.4K - $85.3K
17.7K $1.14M
HYLS
First Tr Tactical High Yield L

ETFs
1.52K
+ 24.2%
$41.67 - $42.1 $63.5K - $64.1K
7.82K $326K
IDEV
Ishares Core Msci Intl Develop

ETFs
672
+ 13.21%
$79.1 - $82.39 $53.2K - $55.4K
5.76K $468K
SONY
Sony Group Corp

Technology
1.98K
+ 27.8%
$27.71 - $30.26 $54.9K - $60K
9.12K $265K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
4.6K
+ 19.8%
$12.33 - $12.79 $56.7K - $58.9K
27.8K $350K
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.28K
+ 6.45%
$46.68 - $48.34 $59.9K - $62.1K
21.2K $1.01M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
4.66K
+ 21.12%
$11.22 - $11.68 $52.3K - $54.5K
26.7K $308K
UAL
United Airlines Holdings, Inc.

Industrials
671
+ 14.91%
$90.77 - $104.05 $60.9K - $69.8K
5.17K $491K
CYBR
Cyber Ark Software Ltd.

Technology
102
+ 10.98%
$486.39 - $522.02 $49.6K - $53.2K
1.03K $503K
VCIT
Vanguard Intermediate Term Cor

ETFs
655
+ 16.32%
$83.45 - $84.82 $54.7K - $55.6K
4.67K $390K
AMAT
Applied Materials Inc

Technology
103
+ 8.98%
$209.95 - $240.89 $21.6K - $24.8K
1.25K $285K
XLY
Select Sector Spdr Consumer Di

ETFs
273
+ 18.52%
$228.75 - $242.18 $62.4K - $66.1K
1.75K $403K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
508
+ 23.08%
$88.26 - $94.73 $44.8K - $48.1K
2.71K $255K
CME
Cme Group Inc.

Financial Services
100
+ 4.25%
$261.53 - $285.04 $26.2K - $28.5K
2.45K $684K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.1K
+ 18.93%
$23.04 - $23.36 $48.4K - $49.1K
13.2K $304K
SCCO
Southern Copper Corp

Basic Materials
23
+ 0.47%
$122.64 - $141.68 $2.82K - $3.26K
4.92K $642K
VMI
Valmont Industries Inc

Industrials
103
+ 18.26%
$389.98 - $419.23 $40.2K - $43.2K
667 $265K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.16K
+ 16.06%
$37.61 - $39.41 $43.6K - $45.7K
8.38K $323K
T
At&T Inc.

Communication Services
4.61K
+ 15.73%
$24.44 - $27.55 $113K - $127K
33.9K $863K
STE
Steris PLC

Healthcare
93
+ 8.24%
$235.48 - $267.99 $21.9K - $24.9K
1.22K $315K
ABEV
Ambev S.A.

Consumer Defensive
14.5K
New
$2.11 - $2.55 $30.5K - $36.9K
14.5K $36K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
1.39K
+ 5.83%
$25.94 - $26.36 $36K - $36.6K
25.2K $655K
TSCO
Tractor Supply CO

Consumer Cyclical
684
+ 17.87%
$52.49 - $56.37 $35.9K - $38.6K
4.51K $250K
VONV
Vanguard Russell 1000 Value Et

ETFs
326
+ 8.83%
$87.55 - $91.32 $28.5K - $29.8K
4.02K $361K
CRM
Salesforce, Inc.

Technology
127
+ 9.03%
$235.69 - $263.41 $29.9K - $33.5K
1.53K $363K
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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