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
Ge Vernova Inc
552
+ 158.62%
N/A
900 $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
195
+ 11.37%
$176.58 - $207.02 $34.4K - $40.4K
1.91K $345K
FSCO
Fs Cr Opportunities Corp Com
25.5K
New
N/A
25.5K $0
CRH.L
Crh PLC

Basic Materials
64
+ 0.95%
N/A
6.82K $0
DVOL
First Tr ETF Vi Dorsey Wright
7.02K
+ 45.93%
N/A
22.3K $0
Strive Inc
51.8K
New
N/A
51.8K $0
Simplify Exchange Traded Fun
8.91K
New
N/A
8.91K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
18K
New
N/A
18K $0
PFF
Ishares Trust Ishares Pfd And

ETFs
327
+ 2.56%
$30.84 - $31.79 $10.1K - $10.4K
13.1K $404K
PIM
Putnam Master Intermediate Income Trust

Financial Services
61
+ 0.29%
$3.31 - $3.44 $202 - $210
21.1K $71K
EMR
Emerson Electric CO

Industrials
69
+ 1.73%
$126.01 - $140.03 $8.69K - $9.66K
4.06K $517K
C
Citigroup Inc

Financial Services
202
+ 2.54%
$93.93 - $102.87 $19K - $20.8K
8.15K $800K
PCAR
Paccar Inc

Industrials
39
+ 0.94%
$93.0 - $101.08 $3.63K - $3.94K
4.2K $401K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
621
+ 0.93%
$42.66 - $43.29 $26.5K - $26.9K
67.7K $2.89M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.33%
$744.6 - $838.97 $1.49K - $1.68K
604 $468K
INGR
Ingredion Inc

Consumer Defensive
96
+ 5.33%
$106.45 - $121.64 $10.2K - $11.7K
1.9K $204K
AMT
American Tower Corp

Real Estate
21
+ 1.31%
$176.64 - $193.32 $3.71K - $4.06K
1.62K $292K
PHM
Pultegroup Inc

Consumer Cyclical
68
+ 3.94%
$118.23 - $137.61 $8.04K - $9.36K
1.79K $212K
HWC
Hancock Whitney Corp

Financial Services
26
+ 0.36%
$54.52 - $63.08 $1.42K - $1.64K
7.26K $426K
ENTG
Entegris Inc

Technology
19
+ 0.79%
$78.28 - $100.26 $1.49K - $1.9K
2.41K $188K
SCHW
Schwab Charles Corp

Financial Services
131
+ 0.93%
$91.91 - $97.71 $12K - $12.8K
14.2K $1.31M
APP
App Lovin Corp

Technology
23
+ 7.37%
$552.64 - $704.09 $12.7K - $16.2K
335 $186K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
127
+ 12.31%
$252.87 - $320.26 $32.1K - $40.7K
1.16K $293K
EXP
Eagle Materials Inc

Basic Materials
44
+ 2.6%
$202.06 - $241.84 $8.89K - $10.6K
1.74K $350K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
24
+ 0.08%
$136.06 - $140.64 $3.27K - $3.38K
29K $4.01M
COP
Conocophillips

Energy
934
+ 3.49%
$85.66 - $95.46 $80K - $89.2K
27.7K $2.46M
CMCSA
Comcast Corp

Communication Services
1.22K
+ 4.77%
$26.98 - $31.09 $32.9K - $37.9K
26.8K $728K
WMB
Williams Companies, Inc.

Energy
372
+ 0.84%
$56.51 - $64.48 $21K - $24K
44.8K $2.73M
ETN
Eaton Corp PLC

Industrials
94
+ 1.54%
$352.39 - $387.75 $33.1K - $36.4K
6.19K $2.18M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2
+ 0.04%
$71.69 - $105.67 $143 - $211
5.35K $387K
NFLX
Netflix Inc

Communication Services
6.93K
+ 838.74%
$110.29 - $1241.35 $764K - $8.6M
7.75K $855K
META
Meta Platforms, Inc.

Communication Services
424
+ 11.68%
$609.01 - $751.67 $258K - $319K
4.05K $2.47M
ORCL
Oracle Corp

Technology
2.29K
+ 16.78%
$217.57 - $313.0 $498K - $717K
15.9K $3.51M
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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