VISION FINANCIAL MARKETS LLC
Top Portfolio Positions
350 positions ·
$87,535,017 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
16,206 | $9,353,779 | 10.69% | |
| SPY |
Spdr S&P 500 ETF Trust
|
14,225 | $9,251,086 | 10.57% | |
| AAPL |
Apple Inc.
Technology
|
29,395 | $7,460,157 | 8.52% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
1,846 | $6,235,381 | 7.12% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
16,430 | $4,833,048 | 5.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,876 | $3,931,304 | 4.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,970 | $2,860,824 | 3.27% | |
| AN |
Autonation, Inc.
Consumer Cyclical
|
14,450 | $2,821,507 | 3.22% | |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
13,500 | $2,461,455 | 2.81% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
5,994 | $1,971,366 | 2.25% |
Portfolio Trend
6 quarters · across all stocks
Holdings in USAU
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,063 | 70 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,358 | 70 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,153 | 70 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $854 | 70 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $636 | 70 | Shares | Sole | 2025-05-09 | |
| No 13F history on record for this holder in this stock. | ||||||