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
MS
Morgan Stanley

Financial Services
174
+ 11.65%
$151.86 - $169.92 $26.4K - $29.6K
1.67K $265K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
562
+ 7.52%
$46.85 - $47.44 $26.3K - $26.7K
8.03K $377K
TIP
Ishares Tr Tips Bd ETF

ETFs
268
+ 4.08%
$110.58 - $112.2 $29.6K - $30.1K
6.83K $756K
ENB
Enbridge Inc

Energy
1.08K
+ 10.92%
$46.39 - $50.07 $50.3K - $54.3K
11K $525K
IGE
Ishares Tr North Amern Nat Res

ETFs
62
+ 0.41%
$46.9 - $49.39 $2.91K - $3.06K
15.2K $752K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
350
+ 8.16%
$56.33 - $59.22 $19.7K - $20.7K
4.64K $268K
IXUS
Ishares Tr

ETFs
31
+ 0.3%
$81.21 - $85.27 $2.52K - $2.64K
10.4K $880K
VGSH
Vanguard

ETFs
365
+ 8.92%
$58.64 - $58.96 $21.4K - $21.5K
4.46K $261K
NRG
Nrg Energy, Inc.

Utilities
20
+ 0.39%
$160.42 - $178.5 $3.21K - $3.57K
5.19K $857K
PRU
Prudential Financial Inc

Financial Services
119
+ 5.97%
$99.13 - $107.85 $11.8K - $12.8K
2.11K $226K
XLP
Consumer Staples Sector Spdr

ETFs
242
+ 5.29%
N/A
4.82K $366K
MUB
Ishares National Muni Bond ETF

ETFs
156
+ 3.05%
$106.36 - $107.61 $16.6K - $16.8K
5.28K $564K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
366
+ 9.56%
$53.68 - $54.54 $19.6K - $20K
4.19K $225K
RMBS
Rambus Inc

Technology
422
+ 17.57%
$89.57 - $113.61 $37.8K - $47.9K
2.82K $268K
BNDX
Vanguard Total International B

ETFs
343
+ 2.7%
$49.3 - $49.91 $16.9K - $17.1K
13K $644K
AMCR
Amcor PLC

Consumer Cyclical
207
+ 0.45%
$7.82 - $8.58 $1.62K - $1.78K
46.2K $391K
PLTR
Palantir Technologies Inc.

Technology
339
+ 6.6%
$172.14 - $207.18 $58.4K - $70.2K
5.48K $953K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
41
+ 0.51%
$71.59 - $75.6 $2.94K - $3.1K
8.04K $602K
RTX
Raytheon Technologies Corp

Industrials
8
+ 0.5%
$157.0 - $179.44 $1.26K - $1.44K
1.62K $284K
CFG
Citizens Financial Group Inc

Financial Services
385
+ 7.86%
$48.39 - $54.0 $18.6K - $20.8K
5.28K $273K
DUK
Duke Energy Corp

Utilities
80
+ 3.32%
$121.57 - $129.03 $9.73K - $10.3K
2.49K $311K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
565
+ 2.55%
$12.23 - $12.72 $6.91K - $7.19K
22.7K $285K
HIG
Hartford Financial Services Group, Inc.

Financial Services
84
+ 4.4%
$122.36 - $133.85 $10.3K - $11.2K
1.99K $266K
ARES
Ares Management Corp

Financial Services
372
+ 15.74%
$140.88 - $155.5 $52.4K - $57.8K
2.74K $388K
ACGL
Arch Capital Group Ltd.

Financial Services
54
+ 1.58%
$84.72 - $94.1 $4.57K - $5.08K
3.47K $321K
BA
Boeing CO

Industrials
194
+ 16.93%
$191.81 - $225.32 $37.2K - $43.7K
1.34K $257K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
86
+ 8.35%
$245.79 - $258.02 $21.1K - $22.2K
1.12K $274K
PTC
Ptc Inc.

Technology
217
+ 22.01%
$173.93 - $205.87 $37.7K - $44.7K
1.2K $209K
VEA
Vanguard Ftse Developed Market

ETFs
39
+ 0.95%
$59.18 - $62.09 $2.31K - $2.42K
4.13K $253K
MET
Metlife Inc

Financial Services
253
+ 8.1%
$75.97 - $82.89 $19.2K - $21K
3.38K $265K
COF
Capital One Financial Corp

Financial Services
88
+ 9.13%
$201.01 - $225.01 $17.7K - $19.8K
1.05K $211K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
152
+ 1.23%
$11.57 - $12.09 $1.76K - $1.84K
12.5K $150K
GVI
Ishares Tr

ETFs
58
+ 0.72%
$107.08 - $108.01 $6.21K - $6.26K
8.12K $870K
EMHC
Spdr Bloomberg Emerging Market
11
+ 0.09%
$25.12 - $25.8 $276 - $284
11.9K $303K
SPMD
Spdr Portfolio

ETFs
290
+ 1.97%
$55.44 - $58.05 $16.1K - $16.8K
15K $845K
VO
Vanguard Mid Cap ETF

ETFs
30
+ 3.46%
$286.27 - $296.23 $8.59K - $8.89K
897 $257K
HYD
Vaneck High Yield Muni ETF

ETFs
88
+ 1.23%
$50.62 - $51.21 $4.45K - $4.51K
7.23K $366K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
23
+ 0.35%
$100.33 - $100.69 $2.31K - $2.32K
6.68K $671K
EDV
Vanguard Extended Duration Tre

ETFs
96
+ 1.68%
$67.2 - $71.16 $6.45K - $6.83K
5.82K $393K
RF
Regions Financial Corp

Financial Services
663
+ 6.57%
$23.35 - $26.39 $15.5K - $17.5K
10.8K $268K
IEF
Ishares Barclays

ETFs
25
+ 0.21%
$96.12 - $97.72 $2.4K - $2.44K
11.8K $1.14M
VNQ
Vanguard Specialized Funds Van

ETFs
103
+ 2.47%
$88.13 - $92.69 $9.08K - $9.55K
4.27K $382K
SRLN
Ssga Active Trust

ETFs
86
+ 1.11%
$41.05 - $41.54 $3.53K - $3.57K
7.84K $323K
Global X Fds
2.4K
New
N/A
2.4K $0
Defi Technologies Inc
14K
New
N/A
14K $0
Tempus Ai Inc
106
+ 0.76%
N/A
14.1K $0
J P Morgan Exchange Traded F
9.45K
New
N/A
9.45K $0
Ge Healthcare Technologies I
15.9K
New
N/A
15.9K $0
Managed Portfolio Series
19.8K
New
N/A
19.8K $0
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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