VISION FINANCIAL MARKETS LLC Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$91.9M

Holdings

435

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (435 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$7.8M
NDQINVESCO QQQ TR
$7.7M
AZOAUTOZONE INC
$7.4M
AAPLAPPLE INC
$7.0M
TBILRBB FD INC
$5.3M
JPMJPMORGAN CHASE & CO.
$4.1M
AMZNAMAZON COM INC
$3.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.7M
ANAUTONATION INC
$2.4M
TLTISHARES TR
$2.4M
HDHOME DEPOT INC
$2.4M
WSMWILLIAMS SONOMA INC
$2.2M
WMWASTE MGMT INC DEL
$1.5M
BLKBLACKROCK INC
$1.3M
COSTCOSTCO WHSL CORP NEW
$1.3M
TSLATESLA INC
$1.2M
MSFTMICROSOFT CORP
$1.1M
BITOPROSHARES TR
$1.0M
SHAKSHAKE SHACK INC
$996K
MCDMCDONALDS CORP
$954K
STWDSTARWOOD PPTY TR INC
$884K
BACVERIZON COMMUNICATIONS INC
$855K
TAT&T INC
$837K
JNJJOHNSON & JOHNSON
$808K
METMETLIFE INC
$798K
LMTLOCKHEED MARTIN CORP
$715K
GOOGALPHABET INC
$670K
OREALTY INCOME CORP
$667K
WMTWALMART INC
$572K
AFLAFLAC INC
$556K
NVDANVIDIA CORPORATION
$551K
EDCONSOLIDATED EDISON INC
$534K
WMBWILLIAMS COS INC
$514K
AGGISHARES TR
$495K
CVXCHEVRON CORP NEW
$477K
IGSBISHARES TR
$471K
LQDISHARES TR
$435K
VVISA INC
$426K
BNDVANGUARD BD INDEX FDS
$426K
XOMEXXON MOBIL CORP
$389K
CVSCVS HEALTH CORP
$377K
MOALTRIA GROUP INC
$366K
LLYELI LILLY & CO
$355K
UPSUNITED PARCEL SERVICE INC
$345K
KOCOCA COLA CO
$344K
SBUXSTARBUCKS CORP
$300K
KHCKRAFT HEINZ CO
$300K
RHRH
$295K
DEODIAGEO PLC
$295K
GSGOLDMAN SACHS GROUP INC
$282K
TXNTEXAS INSTRS INC
$274K
METAMETA PLATFORMS INC
$270K
PGPROCTER AND GAMBLE CO
$266K
OKEONEOK INC NEW
$258K
SYYSYSCO CORP
$250K
MAMASTERCARD INCORPORATED
$247K
ADMARCHER DANIELS MIDLAND CO
$232K
PRUPRUDENTIAL FINL INC
$228K
GISGENERAL MLS INC
$227K
ABALLIANCEBERNSTEIN HLDG L P
$222K
GEGE AEROSPACE
$215K
PFEPFIZER INC
$208K
VCITVANGUARD SCOTTSDALE FDS
$205K
FHIFEDERATED HERMES INC
$196K
CSCOCISCO SYS INC
$192K
ABBVABBVIE INC
$189K
ETRENTERGY CORP NEW
$188K
DKSDICKS SPORTING GOODS INC
$181K
QCOMQUALCOMM INC
$177K
PLTRPALANTIR TECHNOLOGIES INC
$174K
DUKDUKE ENERGY CORP NEW
$170K
BKBANK NEW YORK MELLON CORP
$168K
4I1PHILIP MORRIS INTL INC
$162K
NLYANNALY CAPITAL MANAGEMENT IN
$153K
KMIKINDER MORGAN INC DEL
$136K
TRPTC ENERGY CORP
$135K
CRMSALESFORCE INC
$128K
ADSKAUTODESK INC
$124K
GQ9SPDR GOLD TR
$122K
IRMIRON MTN INC DEL
$116K
TRVCCITIGROUP INC
$114K
TMUST-MOBILE US INC
$107K
MRKMERCK & CO INC
$106K
LNCLINCOLN NATL CORP IND
$101K
CSXCSX CORP
$100K
SOSOUTHERN CO
$98K
ESEVERSOURCE ENERGY
$94K
NEENEXTERA ENERGY INC
$90K
NTRNUTRIEN LTD
$89K
BABAALIBABA GROUP HLDG LTD
$86K
PEGPUBLIC SVC ENTERPRISE GRP IN
$82K
BMYBRISTOL-MYERS SQUIBB CO
$82K
PEPPEPSICO INC
$82K
GEVGE VERNOVA INC
$82K
SPGIS&P GLOBAL INC
$79K
XELXCEL ENERGY INC
$79K
VOOVANGUARD INDEX FDS
$72K
RTXRTX CORPORATION
$66K
MCOMOODYS CORP
$66K
WFCWELLS FARGO CO NEW
$64K
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