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
GUT
Gabelli Utility Trust

Financial Services
-13.9K
- 20.32%
$5.78 - $6.16 $80.6K - $85.9K
54.7K $329K
XLV
Select Sector Spdr Fund Health

ETFs
-811
- 28.87%
$141.95 - $152.82 $115K - $124K
2K $303K
LMT
Lockheed Martin Corp

Industrials
-24
- 0.95%
$452.1 - $514.24 $10.9K - $12.3K
2.5K $1.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-224
- 1.3%
$589.5 - $635.77 $132K - $142K
17K $10.3M
ELV
Elevance Health, Inc.

Healthcare
-255
- 14.18%
$303.78 - $362.34 $77.5K - $92.4K
1.54K $502K
WFC
Wells Fargo & Company

Financial Services
-889
- 14.1%
$77.62 - $87.3 $69K - $77.6K
5.42K $451K
GE
General Electric CO

Industrials
-236
- 16.48%
$291.49 - $314.28 $68.8K - $74.2K
1.2K $358K
VBK
Vanguard Small Cap Growth ETF

ETFs
-181
- 5.92%
$291.71 - $309.36 $52.8K - $56K
2.88K $839K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-1.36K
- 6.23%
$72.75 - $76.17 $99.2K - $104K
20.5K $1.54M
MHK
Mohawk Industries Inc

Consumer Cyclical
-53
- 1.85%
$106.88 - $131.48 $5.66K - $6.97K
2.81K $300K
LHX
L3 Harris Technologies, Inc.

Industrials
-45
- 1.34%
$283.87 - $306.76 $12.8K - $13.8K
3.32K $961K
SJNK
Spdr Bloomberg Short Term High

ETFs
-1.54K
- 2.03%
$25.2 - $25.57 $38.8K - $39.3K
74.3K $1.87M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.31K
- 8.32%
$26.44 - $27.53 $61.1K - $63.6K
25.5K $693K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-417
- 14.18%
$139.66 - $144.52 $58.2K - $60.3K
2.52K $357K
VST
Vistra Corp.

Utilities
-108
- 5.61%
$171.56 - $210.85 $18.5K - $22.8K
1.82K $317K
IEMG
Ishares Inc

ETFs
-1.06K
- 3.93%
N/A
25.8K $1.39M
INTU
Intuit Inc

Technology
-52
- 10.02%
$641.79 - $683.39 $33.4K - $35.5K
467 $301K
NOC
Northrop Grumman Corp

Industrials
-53
- 11.62%
$558.0 - $637.95 $29.6K - $33.8K
403 $226K
WEC
Wec Energy Group, Inc.

Utilities
-370
- 14.81%
$110.61 - $117.5 $40.9K - $43.5K
2.13K $236K
AFL
Aflac Inc

Financial Services
-485
- 18.0%
$105.7 - $115.01 $51.3K - $55.8K
2.21K $252K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-371
- 0.28%
$82.69 - $83.12 $30.7K - $30.8K
132K $10.9M
CACI
Caci International Inc

Technology
-110
- 2.53%
N/A
4.23K $1.81M
VTI
Vanguard Total Stock Market Et

ETFs
-162
- 3.9%
$321.8 - $337.95 $52.1K - $54.7K
4K $1.32M
FTSL
First Trust Senior Ln Fund

ETFs
-1.01K
- 10.37%
$45.62 - $45.98 $45.8K - $46.2K
8.69K $399K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.24K
- 11.65%
$33.69 - $34.08 $41.7K - $42.2K
9.39K $316K
PSLV
Sprott Physical Silver Trust

Financial Services
-3.45K
- 22.89%
$15.32 - $18.07 $52.9K - $62.4K
11.6K $194K
APH
Amphenol Corp

Technology
-521
- 16.99%
$121.7 - $143.85 $63.4K - $74.9K
2.55K $340K
XOM
Exxon Mobil Corp

Energy
-589
- 9.41%
$110.64 - $119.78 $65.2K - $70.6K
5.67K $667K
AON
Aon PLC

Financial Services
-76
- 9.95%
$326.07 - $366.93 $24.8K - $27.9K
688 $240K
EMB
Ishares Tr

ETFs
-369
- 6.38%
$94.63 - $97.03 $34.9K - $35.8K
5.42K $519K
NANR
Spdr Index Shs Fds S&P North A

ETFs
-587
- 4.36%
$61.67 - $65.65 $36.2K - $38.5K
12.9K $841K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-253
- 5.36%
$88.67 - $92.06 $22.4K - $23.3K
4.46K $396K
USB
Us Bancorp \De\

Financial Services
-234
- 5.08%
$45.28 - $48.26 $10.6K - $11.3K
4.37K $198K
HCA
Hca Healthcare, Inc.

Healthcare
-112
- 18.09%
$410.68 - $476.61 $46K - $53.4K
507 $239K
VUG
Vanguard Growth ETF

ETFs
-87
- 1.86%
$470.44 - $504.26 $40.9K - $43.9K
4.6K $2.22M
ASML
Asml Holding Nv

Technology
-38
- 12.58%
$936.19 - $1075.45 $35.6K - $40.9K
264 $269K
SYK
Stryker Corp

Healthcare
-41
- 5.62%
$353.81 - $388.35 $14.5K - $15.9K
689 $248K
VBR
Vanguard Small Cap Value ETF

ETFs
-28
- 0.68%
$201.42 - $211.15 $5.64K - $5.91K
4.1K $843K
VONG
Vanguard Russell 1000 Growth E

ETFs
-198
- 2.73%
$118.2 - $126.51 $23.4K - $25K
7.05K $854K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-83
- 4.25%
$280.66 - $305.09 $23.3K - $25.3K
1.87K $526K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-45
- 0.3%
$42.11 - $44.28 $1.89K - $1.99K
14.8K $634K
PEP
Pepsico Inc

Consumer Defensive
-258
- 8.46%
$138.84 - $153.71 $35.8K - $39.7K
2.79K $412K
AXP
American Express CO

Financial Services
-110
- 4.56%
$316.26 - $372.77 $34.8K - $41K
2.3K $786K
DGRO
Ishares Core Dividend Growth E

ETFs
-251
- 6.76%
$66.93 - $69.17 $16.8K - $17.4K
3.46K $236K
PH
Parker Hannifin Corp

Industrials
-56
- 12.67%
$716.66 - $857.93 $40.1K - $48K
386 $321K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-77
- 2.26%
$88.49 - $93.64 $6.81K - $7.21K
3.33K $294K
VXF
Vanguard Extended Market ETF

ETFs
-26
- 1.65%
$204.22 - $215.05 $5.31K - $5.59K
1.55K $316K
SHOP
Shopify Inc.

Technology
-31
- 1.06%
$146.04 - $179.01 $4.53K - $5.55K
2.88K $420K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-201
- 2.79%
$50.57 - $50.77 $10.2K - $10.2K
7K $354K
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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