Vision Point Advisory Group, LLC Reduced Holdings in Q4 2025

Vision Point Advisory Group, LLC

  • $485 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-7.66K
- 30.05%
$213.04 - $254.0 $1.63M - $1.95M
17.8K $4.18M
AAPL
Apple Inc.

Technology
-6.08K
- 19.04%
$245.27 - $275.25 $1.49M - $1.67M
25.9K $6.92M
IREN
Iris Energy LTD

Financial Services
-28.9K
- 44.22%
$47.02 - $76.41 $1.36M - $2.21M
36.4K $1.8M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-12.5K
- 44.64%
$85.04 - $106.29 $1.06M - $1.32M
15.4K $1.62M
PM
Philip Morris International Inc.

Consumer Defensive
-4.54K
- 14.03%
$144.33 - $160.86 $656K - $731K
27.8K $4.25M
SSO
Proshares Ultra S&P 500

ETFs
-8.5K
- 48.41%
$107.49 - $118.65 $914K - $1.01M
9.06K $1.02M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-6.95K
- 41.29%
$102.72 - $103.6 $714K - $720K
9.89K $1.02M
TSLA
Tesla, Inc.

Consumer Cyclical
-650
- 6.13%
$401.99 - $468.37 $261K - $304K
9.96K $4.07M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-9.27K
- 4.02%
$78.97 - $83.03 $732K - $770K
221K $17.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-7.75K
- 14.66%
$68.28 - $84.44 $529K - $654K
45.1K $3.44M
AVTR
Avantor, Inc.

Basic Materials
-20K
- 12.39%
$11.05 - $15.6 $220K - $311K
141K $1.61M
BALL
Ball Corp

Consumer Cyclical
-5.2K
- 12.03%
$46.41 - $50.48 $241K - $262K
38K $1.81M
XLF
Financial Sector Spdr

ETFs
-5.41K
- 57.4%
$51.76 - $53.77 $280K - $291K
4.02K $210K
XLI
Industrial Sector Spdr

ETFs
-1.75K
- 14.18%
$149.9 - $155.79 $263K - $273K
10.6K $1.61M
CLOI
Vaneck ETF Tr

ETFs
-5.48K
- 25.59%
$52.83 - $53.07 $290K - $291K
15.9K $843K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-6.37K
- 12.92%
$23.39 - $27.41 $149K - $174K
42.9K $1M
MSFT
Microsoft Corp

Technology
-186
- 1.04%
$496.82 - $542.07 $92.4K - $101K
17.7K $9M
UNH
Unitedhealth Group Inc

Healthcare
-589
- 16.32%
$320.52 - $369.92 $189K - $218K
3.02K $967K
LBRDK
Liberty Broadband Corp

Communication Services
-85
- 0.56%
$47.01 - $65.22 $4K - $5.54K
15K $706K
SHV
Ishares Tr

ETFs
-2.26K
- 19.91%
$110.15 - $110.49 $249K - $250K
9.1K $1M
PG
Procter & Gamble CO

Consumer Defensive
-1.32K
- 19.66%
$145.5 - $153.18 $191K - $202K
5.38K $784K
COST
Costco Wholesale Corp

Consumer Defensive
-227
- 19.64%
$910.94 - $954.99 $207K - $217K
929 $847K
GLD
Spdr Gold Trust

ETFs
-1.52K
- 8.94%
$354.79 - $403.15 $538K - $611K
15.4K $5.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-4.21K
- 10.35%
$44.53 - $47.25 $188K - $199K
36.5K $1.66M
V
Visa Inc.

Financial Services
-476
- 12.08%
$325.75 - $352.42 $155K - $168K
3.46K $1.13M
JPM
Jpmorgan Chase & CO

Financial Services
-146
- 1.44%
$294.11 - $320.41 $42.9K - $46.8K
9.98K $3M
MA
Mastercard Inc

Financial Services
-219
- 8.94%
$536.85 - $580.45 $118K - $127K
2.23K $1.2M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.22K
- 18.07%
$111.33 - $117.16 $136K - $143K
5.54K $616K
ABT
Abbott Laboratories

Healthcare
-1.21K
- 21.17%
$123.62 - $134.59 $149K - $162K
4.5K $584K
IWM
Ishares Russell 2000 ETF

ETFs
-678
- 21.18%
$236.79 - $250.33 $161K - $170K
2.52K $599K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-3.52K
- 12.75%
$80.72 - $91.01 $284K - $320K
24K $2.12M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-3.7K
- 4.53%
$36.54 - $37.14 $135K - $137K
78.1K $2.86M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-749
- 6.96%
$242.67 - $261.79 $182K - $196K
10K $2.51M
CCJ
Cameco Corp

Energy
-2.07K
- 6.81%
$82.77 - $106.91 $171K - $222K
28.3K $2.4M
ZTS
Zoetis Inc.

Healthcare
-592
- 24.04%
$118.8 - $147.53 $70.3K - $87.3K
1.87K $222K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-591
- 0.99%
$110.25 - $112.92 $65.2K - $66.7K
58.9K $6.49M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-2.28K
- 2.77%
$37.19 - $37.8 $84.9K - $86.3K
80.1K $2.98M
VOT
Vanguard Mid Cap Growth Index

ETFs
-378
- 29.83%
$279.76 - $298.12 $106K - $113K
889 $248K
AJG
Arthur J. Gallagher & Co.

Financial Services
-260
- 23.36%
$242.98 - $310.48 $63.2K - $80.7K
853 $220K
UBER
Uber Technologies, Inc

Technology
-519
- 4.62%
$91.62 - $100.1 $47.6K - $52K
10.7K $980K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-883
- 3.55%
$96.34 - $98.02 $85.1K - $86.6K
24K $2.32M
FIX
Comfort Systems Usa Inc

Industrials
-177
- 31.0%
$790.72 - $1010.64 $140K - $179K
394 $358K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.45K
- 24.6%
$41.61 - $44.26 $102K - $108K
7.5K $325K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-2.99K
- 2.89%
$23.54 - $23.93 $70.4K - $71.6K
100K $2.37M
SPGI
S&P Global Inc.

Financial Services
-215
- 19.06%
$472.05 - $502.96 $101K - $108K
913 $446K
CTAS
Cintas Corp

Industrials
-293
- 12.24%
$182.04 - $203.64 $53.3K - $59.7K
2.1K $392K
TMUS
T Mobile Us, Inc.

Communication Services
-201
- 9.86%
$201.01 - $233.26 $40.4K - $46.9K
1.84K $396K
TT
Trane Technologies PLC

Industrials
-203
- 16.28%
$408.5 - $448.65 $82.9K - $91.1K
1.04K $436K
CRL
Charles River Laboratories International, Inc.

Healthcare
-1.2K
- 12.15%
$167.03 - $197.04 $200K - $235K
8.64K $1.45M
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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