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
IGLB
Ishares 10+ Year Investment Gr

ETFs
-136
- 2.85%
$50.67 - $52.58 $6.89K - $7.15K
4.64K $234K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-150
- 5.11%
$85.48 - $88.89 $12.8K - $13.3K
2.79K $243K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-123
- 2.37%
$56.0 - $57.6 $6.89K - $7.08K
5.07K $287K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-156
- 1.34%
$475.68 - $513.11 $74.2K - $80K
11.5K $5.86M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-166
- 2.45%
$49.98 - $50.59 $8.3K - $8.4K
6.6K $331K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-33
- 0.78%
$92.34 - $95.43 $3.05K - $3.15K
4.22K $397K
ADM
Archer Daniels Midland CO

Consumer Defensive
-2
- 0.04%
$56.0 - $63.38 $112 - $127
4.64K $271K
CNHI
Cnh Industrial N.V.

Industrials
-289
- 1.5%
N/A
18.9K $197K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-63
- 1.28%
$46.57 - $47.16 $2.93K - $2.97K
4.86K $226K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-99
- 2.23%
$57.9 - $61.26 $5.73K - $6.06K
4.34K $260K
PFG
Principal Financial Group Inc

Financial Services
-77
- 2.71%
$78.39 - $85.26 $6.04K - $6.57K
2.77K $233K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-338
- 1.61%
$67.62 - $70.2 $22.9K - $23.7K
20.6K $1.43M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-147
- 2.79%
$58.76 - $62.27 $8.64K - $9.15K
5.12K $312K
USFR
Wisdomtree Floating Rate Treas

ETFs
-6
- 0.12%
$50.24 - $50.4 $301 - $302
4.98K $250K
Barrick Mng Corp
-4.66K
- 24.2%
N/A
14.6K $0
Advisors Inner Circle Fd Ii
-7.92K
- 38.46%
N/A
12.7K $0
Vaneck ETF Trust
-4.47K
- 40.99%
N/A
6.43K $0
Valued Advisers Tr
-51.4K
- 12.68%
N/A
354K $0
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-198
- 2.0%
$55.63 - $58.98 $11K - $11.7K
9.7K $568K
Liberty Global LTD
-598
- 0.87%
N/A
68.1K $0
Linde PLC
-210
- 25.83%
N/A
603 $0
Managed Portfolio Series
-987
- 3.35%
N/A
28.5K $0
Brookfield Corp
-9.57K
- 66.63%
N/A
4.79K $0
Blackrock Inc
-62
- 20.46%
N/A
241 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-2.42K
- 5.23%
N/A
43.8K $0
Arista Networks Inc
-35
- 2.06%
N/A
1.66K $0
CMI
Cummins Inc

Industrials
-47
- 8.67%
$407.98 - $484.34 $19.2K - $22.8K
495 $228K
Annaly Capital Management In
-504
- 2.9%
N/A
16.8K $0
Siriusxm Holdings Inc
-520
- 1.53%
N/A
33.4K $0
Spdr Series Trust
-6.97K
- 27.72%
N/A
18.2K $0
MGV
Vanguard Mega Cap Value

ETFs
-12
- 0.37%
$135.26 - $140.13 $1.62K - $1.68K
3.24K $448K
CADE
Cadence Bank

Financial Services
-2.02K
- 2.19%
$35.39 - $39.77 $71.4K - $80.3K
89.9K $3.45M
BSX
Boston Scientific Corp

Healthcare
-91
- 4.01%
$94.95 - $104.98 $8.64K - $9.55K
2.18K $223K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-317
- 0.15%
$21.69 - $22.41 $6.88K - $7.1K
208K $4.58M
CB
Chubb LTD

Financial Services
-147
- 4.11%
$268.2 - $296.22 $39.4K - $43.5K
3.43K $1.01M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-10
- 0.55%
$394.96 - $425.89 $3.95K - $4.26K
1.82K $742K
NEE
Nextera Energy Inc

Utilities
-399
- 9.56%
$78.18 - $86.03 $31.2K - $34.3K
3.77K $323K
DAC
Danaos Corp

Industrials
-44
- 1.01%
$84.05 - $95.25 $3.7K - $4.19K
4.3K $406K
MEDP
Medpace Holdings, Inc.

Healthcare
-25
- 5.56%
$501.22 - $605.2 $12.5K - $15.1K
425 $250K
MKL
Markel Corp

Financial Services
-2
- 0.81%
$1826.32 - $2091.91 $3.65K - $4.18K
246 $506K
CSCO
Cisco Systems, Inc.

Technology
-357
- 4.96%
$67.46 - $78.0 $24.1K - $27.8K
6.84K $531K
AER
Aer Cap Holdings N.V.

Industrials
-15
- 0.48%
$119.82 - $137.67 $1.8K - $2.07K
3.12K $427K
UPS
United Parcel Service Inc

Industrials
-71
- 1.06%
$82.87 - $97.4 $5.88K - $6.92K
6.62K $623K
JNJ
Johnson & Johnson

Healthcare
-31
- 0.58%
$185.98 - $199.58 $5.77K - $6.19K
5.32K $1.06M
IQV
Iqvia Holdings Inc.

Healthcare
-1.98K
- 11.84%
$198.17 - $223.55 $392K - $442K
14.7K $3.25M
HCC
Warrior Met Coal, Inc.

Basic Materials
-28
- 0.51%
$62.37 - $84.05 $1.75K - $2.35K
5.43K $427K
NVT
N Vent Electric PLC

Industrials
-261
- 1.88%
$95.98 - $114.35 $25.1K - $29.8K
13.6K $1.45M
VSAT
Viasat Inc

Technology
-289
- 1.8%
$29.32 - $39.82 $8.47K - $11.5K
15.7K $567K
GOOG
Alphabet Inc.

Communication Services
-2.59K
- 12.38%
$237.49 - $291.74 $616K - $757K
18.4K $5.24M
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
Track This Portfolio

Track Vision Point Advisory Group, LLC Portfolio

Follow Vision Point Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vision Point Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vision Point Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email