Vision Point Advisory Group, LLC New Holdings in Q4 2025

Vision Point Advisory Group, LLC

  • $485 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
22.5K
New
$50.55 - $50.74 $1.14M - $1.14M
22.5K $1.14M
EWX
Spdr S&P Emerging Markets Smal

ETFs
13.3K
New
$65.53 - $67.79 $870K - $900K
13.3K $891K
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
EFV
Msci Eafe Value ETF

ETFs
11.3K
New
$66.73 - $70.99 $754K - $802K
11.3K $794K
KKR
Kkr & Co. Inc.

Financial Services
6.06K
New
$117.52 - $127.65 $713K - $774K
6.06K $727K
FVD
First Tr Value Line Divid Inde

ETFs
12.3K
New
$45.0 - $46.25 $551K - $567K
12.3K $562K
AEE
Ameren Corp

Utilities
4.35K
New
$101.28 - $105.72 $441K - $460K
4.35K $456K
CRWD
Crowd Strike Holdings, Inc.

Technology
791
New
$482.23 - $557.53 $381K - $441K
791 $425K
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
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
9.66K
New
$36.47 - $38.19 $352K - $369K
9.66K $362K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
802
New
$402.9 - $437.15 $323K - $351K
802 $348K
FTGC
First Trust Global Tactical CO

ETFs
10.7K
New
$25.56 - $27.34 $274K - $293K
10.7K $288K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.61K
New
$50.33 - $50.81 $282K - $285K
5.61K $283K
EWJ
Ishares Msci Japan ETF

ETFs
3.14K
New
$78.36 - $84.34 $246K - $265K
3.14K $263K
PODD
Insulet Corp

Healthcare
774
New
$305.98 - $336.84 $237K - $261K
774 $257K
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
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
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
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
EWC
Ishares Msci Canada ETF

ETFs
3.75K
New
$49.72 - $51.75 $187K - $194K
3.75K $191K
ABEV
Ambev S.A.

Consumer Defensive
14.5K
New
$2.11 - $2.55 $30.5K - $36.9K
14.5K $36K
Global X Fds
2.4K
New
N/A
2.4K $0
Ge Healthcare Technologies I
15.9K
New
N/A
15.9K $0
FSCO
Fs Cr Opportunities Corp Com
25.5K
New
N/A
25.5K $0
Strive Inc
51.8K
New
N/A
51.8K $0
J P Morgan Exchange Traded F
9.45K
New
N/A
9.45K $0
Defi Technologies Inc
14K
New
N/A
14K $0
Simplify Exchange Traded Fun
8.91K
New
N/A
8.91K $0
Managed Portfolio Series
19.8K
New
N/A
19.8K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
18K
New
N/A
18K $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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