VisionPoint Advisory Group
Latest statistics and disclosures from Balefire's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTM, NVDA, SPY, SHY, QQQ, and represent 12.60% of Balefire's stock portfolio.
- Added to shares of these 10 stocks: SPY, VVV, VBIL, SSO, TSLA, TMO, ETR, NVDA, MIDD, AMLP.
- Started 61 new stock positions in XLY, PTC, SSO, AMCR, ILF, OLLI, MTUM, RMBS, HOOD, DAC.
- Reduced shares in these 10 stocks: BIL, CYBR, SDY, WMG, AVTR, MBB, , SPHQ, , SHY.
- Sold out of its positions in BR, CDW, DOV, FCX, AHR, SPHQ, IWD, MBB, JNPR, OKE.
- Balefire was a net buyer of stock by $17M.
- Balefire has $501M in assets under management (AUM), dropping by 9.01%.
- Central Index Key (CIK): 0001750924
Tip: Access up to 7 years of quarterly data
Positions held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Balefire
Balefire holds 394 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 3.7 | $19M | -2% | 230k | 80.65 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $12M | +18% | 63k | 186.58 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $12M | +27% | 17k | 666.20 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.2 | $11M | -9% | 132k | 82.96 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.1 | $10M | -8% | 17k | 600.37 |
|
| Valued Advisers Tr Regan Fltg Rate (MBSF) | 2.1 | $10M | 405k | 25.47 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $9.5M | 16k | 612.39 |
|
|
| Microsoft Corporation (MSFT) | 1.9 | $9.3M | +8% | 18k | 517.95 |
|
| Apple (AAPL) | 1.6 | $8.1M | +13% | 32k | 254.63 |
|
| Spdr Series Trust Portfolio Agrgte (SPAB) | 1.6 | $8.1M | -9% | 313k | 25.85 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 1.5 | $7.4M | +4% | 94k | 78.34 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.3 | $6.6M | 60k | 111.47 |
|
|
| Deere & Company (DE) | 1.2 | $6.1M | -6% | 13k | 457.26 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $6.0M | -4% | 17k | 355.47 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $5.9M | 12k | 502.74 |
|
|
| Amazon (AMZN) | 1.1 | $5.6M | +3% | 26k | 219.57 |
|
| Philip Morris International (PM) | 1.0 | $5.3M | -3% | 32k | 162.20 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $5.1M | +3% | 21k | 243.55 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 1.0 | $5.0M | -38% | 55k | 91.75 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $4.8M | -2% | 25k | 189.70 |
|
| Tesla Motors (TSLA) | 0.9 | $4.7M | +71% | 11k | 444.72 |
|
| Ishares Tr Mortge Rel Etf (REM) | 0.9 | $4.6M | +2% | 209k | 21.97 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.9 | $4.6M | +4% | 56k | 81.19 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $4.2M | +23% | 45k | 93.37 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.8 | $4.1M | +63% | 87k | 46.93 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.8 | $4.1M | -33% | 29k | 140.05 |
|
| Thermo Fisher Scientific (TMO) | 0.8 | $4.1M | +90% | 8.4k | 485.02 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.8 | $4.0M | 53k | 76.40 |
|
|
| Oracle Corporation (ORCL) | 0.8 | $3.8M | -16% | 14k | 281.24 |
|
| Broadcom (AVGO) | 0.7 | $3.6M | +21% | 11k | 329.92 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.7 | $3.5M | +38% | 82k | 42.79 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.7 | $3.5M | 353k | 9.79 |
|
|
| Cadence Bank (CADE) | 0.7 | $3.5M | 92k | 37.54 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $3.2M | +31% | 61k | 53.40 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $3.2M | -4% | 10k | 315.43 |
|
| Iqvia Holdings (IQV) | 0.6 | $3.2M | 17k | 189.94 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.6 | $3.1M | +2% | 82k | 37.78 |
|
| Iren Ordinary Shares (IREN) | 0.6 | $3.1M | -21% | 65k | 46.93 |
|
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.6 | $3.0M | +2% | 82k | 37.11 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.6 | $3.0M | +13% | 65k | 46.81 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.0M | -24% | 4.5k | 669.29 |
|
| Cheniere Energy Com New (LNG) | 0.6 | $2.9M | 13k | 234.98 |
|
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.6 | $2.9M | +33% | 28k | 104.51 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.6 | $2.9M | +6% | 67k | 43.30 |
|
| Williams Companies (WMB) | 0.6 | $2.8M | -2% | 45k | 63.35 |
|
| Meta Platforms Cl A (META) | 0.5 | $2.7M | +10% | 3.6k | 734.46 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $2.7M | -2% | 11k | 247.12 |
|
| Dollar Tree (DLTR) | 0.5 | $2.6M | -2% | 28k | 94.37 |
|
| Cameco Corporation (CCJ) | 0.5 | $2.6M | -10% | 30k | 83.86 |
|
| ConocoPhillips (COP) | 0.5 | $2.5M | +2% | 27k | 94.59 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.5M | +5% | 10k | 243.10 |
|
| Spdr Series Trust Portfli High Yld (SPHY) | 0.5 | $2.5M | +4% | 103k | 23.94 |
|
| Spdr Series Trust Bloomberg High Y (JNK) | 0.5 | $2.4M | +17% | 25k | 97.99 |
|
| Micron Technology (MU) | 0.5 | $2.4M | +51% | 14k | 167.32 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $2.3M | +30% | 27k | 87.31 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $2.3M | -2% | 13k | 186.50 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.5 | $2.3M | -10% | 46k | 50.00 |
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.5 | $2.3M | -3% | 28k | 83.10 |
|
| Eaton Corp SHS (ETN) | 0.5 | $2.3M | 6.1k | 374.25 |
|
|
| Fiserv (FI) | 0.4 | $2.3M | -3% | 18k | 128.93 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.2M | -5% | 4.7k | 479.61 |
|
| Valvoline Inc Common (VVV) | 0.4 | $2.2M | NEW | 62k | 35.91 |
|
| Ball Corporation (BALL) | 0.4 | $2.2M | -2% | 43k | 50.42 |
|
| Caci Intl Cl A (CACI) | 0.4 | $2.2M | +44% | 4.3k | 498.78 |
|
| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.4 | $2.1M | +61% | 34k | 63.02 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.4 | $2.1M | NEW | 27k | 75.61 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.4 | $2.0M | -3% | 30k | 67.26 |
|
| Avantor (AVTR) | 0.4 | $2.0M | -46% | 161k | 12.48 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.4 | $2.0M | NEW | 18k | 112.13 |
|
| Spdr Series Trust Bloomberg Sht Te (SJNK) | 0.4 | $1.9M | +2% | 76k | 25.60 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.4 | $1.9M | +445% | 12k | 154.23 |
|
| Medtronic SHS (MDT) | 0.4 | $1.9M | +73% | 20k | 95.24 |
|
| Rentokil Initial Sponsored Adr (RTO) | 0.4 | $1.9M | -3% | 75k | 25.25 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.4 | $1.9M | +42% | 41k | 46.32 |
|
| Wal-Mart Stores (WMT) | 0.4 | $1.8M | +6% | 18k | 103.06 |
|
| Baxter International (BAX) | 0.4 | $1.8M | -30% | 81k | 22.77 |
|
| First Tr Exchange-traded SHS (FDL) | 0.4 | $1.8M | 42k | 43.41 |
|
|
| Entergy Corporation (ETR) | 0.4 | $1.8M | NEW | 19k | 93.19 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $1.8M | -2% | 27k | 65.92 |
|
| Icici Bank Adr (IBN) | 0.4 | $1.8M | 59k | 30.23 |
|
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.4 | $1.8M | +3% | 51k | 34.75 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $1.7M | +2% | 17k | 103.36 |
|
| Middleby Corporation (MIDD) | 0.3 | $1.7M | NEW | 13k | 132.93 |
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.3 | $1.6M | -3% | 47k | 34.34 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.3 | $1.6M | 22k | 73.54 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.3 | $1.6M | +131% | 26k | 61.12 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.3 | $1.6M | +7% | 27k | 59.91 |
|
| Charles River Laboratories (CRL) | 0.3 | $1.5M | -27% | 9.8k | 156.46 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.3 | $1.4M | -4% | 21k | 68.12 |
|
| Home Depot (HD) | 0.3 | $1.4M | +5% | 3.5k | 405.19 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $1.4M | +14% | 28k | 49.79 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.4M | 2.5k | 568.83 |
|
|
| International Business Machines (IBM) | 0.3 | $1.4M | 4.9k | 282.16 |
|
|
| Nvent Electric SHS (NVT) | 0.3 | $1.4M | NEW | 14k | 98.64 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.4M | +23% | 4.2k | 328.14 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $1.3M | 14k | 95.47 |
|
|
| Visa Com Cl A (V) | 0.3 | $1.3M | -9% | 3.9k | 341.38 |
|
| Fresenius Medical Care Sponsored Adr (FMS) | 0.3 | $1.3M | -6% | 49k | 26.33 |
|
| Chevron Corporation (CVX) | 0.3 | $1.3M | +51% | 8.2k | 155.29 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $1.3M | -6% | 2.5k | 499.21 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.3 | $1.3M | -26% | 11k | 110.49 |
|
| UnitedHealth (UNH) | 0.2 | $1.2M | +203% | 3.6k | 345.32 |
|
| Nice Sponsored Adr (NICE) | 0.2 | $1.2M | -46% | 8.6k | 144.78 |
|
| First Tr Exchange-traded Limited Duration (FSIG) | 0.2 | $1.2M | +10% | 64k | 19.21 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.2 | $1.2M | +109% | 22k | 55.33 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | -21% | 1.6k | 763.03 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.2M | -34% | 12k | 100.25 |
|
| Fidelity National Information Services (FIS) | 0.2 | $1.1M | -46% | 17k | 65.94 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.2 | $1.1M | -12% | 21k | 53.10 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $1.1M | +14% | 12k | 96.46 |
|
| Tempus Ai Cl A (TEM) | 0.2 | $1.1M | +2% | 14k | 80.71 |
|
| Verizon Communications (VZ) | 0.2 | $1.1M | 25k | 43.95 |
|
|
| Uber Technologies (UBER) | 0.2 | $1.1M | +2% | 11k | 97.97 |
|
| TJX Companies (TJX) | 0.2 | $1.1M | +66% | 7.5k | 144.54 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.1M | +14% | 16k | 65.26 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.1M | 1.2k | 925.66 |
|
|
| Amgen (AMGN) | 0.2 | $1.1M | +7% | 3.7k | 282.20 |
|
| L3harris Technologies (LHX) | 0.2 | $1.0M | +4% | 3.4k | 305.41 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.0M | +10% | 6.7k | 153.65 |
|
| Six Flags Entertainment Corp (FUN) | 0.2 | $1.0M | -50% | 45k | 22.72 |
|
| Chubb (CB) | 0.2 | $1.0M | 3.6k | 282.25 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $993k | +13% | 5.4k | 185.41 |
|
| Netflix (NFLX) | 0.2 | $990k | -3% | 826.00 | 1198.92 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $985k | -31% | 14k | 68.58 |
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.2 | $961k | +16% | 15k | 63.54 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.2 | $950k | +315% | 20k | 47.74 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $941k | +7% | 21k | 45.10 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $938k | +8% | 5.1k | 182.42 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $910k | -3% | 3.1k | 297.62 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $873k | 7.2k | 120.50 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $872k | -2% | 45k | 19.53 |
|
| Spdr Index Shs Fds S&p North Amer (NANR) | 0.2 | $871k | NEW | 14k | 64.60 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $866k | -4% | 8.1k | 107.44 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $862k | +5% | 4.1k | 208.71 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $860k | +27% | 10k | 82.58 |
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.2 | $843k | -5% | 15k | 57.19 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $841k | -9% | 3.0k | 281.86 |
|
| Nrg Energy Com New (NRG) | 0.2 | $838k | +4% | 5.2k | 161.95 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $836k | +14% | 9.9k | 84.31 |
|
| Noble Corp Ord Shs A (NE) | 0.2 | $833k | +3% | 30k | 28.28 |
|
| Abbvie (ABBV) | 0.2 | $830k | -2% | 3.6k | 231.54 |
|
| At&t (T) | 0.2 | $827k | +2% | 29k | 28.24 |
|
| Renasant (RNST) | 0.2 | $820k | 22k | 36.89 |
|
|
| CRH Ord (CRH) | 0.2 | $810k | -6% | 6.8k | 119.90 |
|
| Citigroup Com New (C) | 0.2 | $807k | 8.0k | 101.50 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $803k | +4% | 26k | 31.42 |
|
| American Express Company (AXP) | 0.2 | $802k | +3% | 2.4k | 332.16 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $800k | -14% | 6.8k | 118.37 |
|
| Siriusxm Holdings Common Stock (SIRI) | 0.2 | $789k | -2% | 34k | 23.27 |
|
| Liberty Global Com Cl A (LBTYA) | 0.2 | $788k | -2% | 69k | 11.46 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $775k | 3.2k | 241.96 |
|
|
| Caterpillar (CAT) | 0.2 | $774k | +2% | 1.6k | 477.15 |
|
| Abbott Laboratories (ABT) | 0.2 | $764k | -7% | 5.7k | 133.94 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $758k | -4% | 28k | 27.30 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.2 | $752k | +3% | 19k | 40.18 |
|
| Managed Portfolio Series Kensington Hedge (KHPI) | 0.2 | $752k | 30k | 25.53 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $750k | +2% | 4.6k | 161.79 |
|
| Ishares Tr North Amern Nat (IGE) | 0.1 | $744k | 15k | 49.05 |
|
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $742k | NEW | 26k | 28.89 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $735k | +24% | 1.8k | 402.42 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $731k | NEW | 5.3k | 138.24 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $730k | 6.6k | 111.22 |
|
|
| Spdr Series Trust Bloomberg Enhncd (CERY) | 0.1 | $720k | +40% | 25k | 28.65 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $706k | +2% | 6.3k | 112.75 |
|
| Global X Fds Global X Copper (COPX) | 0.1 | $684k | NEW | 11k | 59.81 |
|
| Corning Incorporated (GLW) | 0.1 | $680k | -2% | 8.3k | 82.03 |
|
| Flagstar Financial Com New (FLG) | 0.1 | $678k | 59k | 11.55 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $670k | +22% | 6.7k | 100.69 |
|
| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.1 | $652k | -17% | 15k | 44.00 |
|
| Cme (CME) | 0.1 | $636k | -5% | 2.4k | 270.19 |
|
| Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP) | 0.1 | $634k | -5% | 21k | 30.76 |
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $631k | NEW | 19k | 32.77 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $628k | +52% | 13k | 49.46 |
|
| Qualcomm (QCOM) | 0.1 | $621k | 3.7k | 166.36 |
|
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $621k | -36% | 6.0k | 103.40 |
|
| Ssga Active Tr Spdr Ssga Fxd (FISR) | 0.1 | $621k | -13% | 24k | 26.05 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $611k | +67% | 18k | 33.37 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $594k | 4.9k | 121.36 |
|
|
| Ishares Tr Core Msci Pac (IPAC) | 0.1 | $588k | -5% | 8.0k | 73.43 |
|
| Anthem (ELV) | 0.1 | $581k | +30% | 1.8k | 323.12 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $569k | 9.9k | 57.47 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $565k | +2% | 11k | 51.59 |
|
| Quanta Services (PWR) | 0.1 | $561k | +131% | 1.4k | 414.42 |
|
| Fox Corp Cl A Com (FOXA) | 0.1 | $560k | +99% | 8.9k | 63.06 |
|
| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 0.1 | $560k | 22k | 25.19 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $559k | -3% | 6.7k | 83.53 |
|
| Vaneck Etf Trust Aa Bb Clo Etf (CLOB) | 0.1 | $555k | -16% | 11k | 50.99 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $551k | +73% | 5.8k | 95.19 |
|
| Lowe's Companies (LOW) | 0.1 | $550k | +17% | 2.2k | 251.34 |
|
| S&p Global (SPGI) | 0.1 | $549k | +6% | 1.1k | 486.71 |
|
| EOG Resources (EOG) | 0.1 | $548k | +2% | 4.9k | 112.12 |
|
| Illinois Tool Works (ITW) | 0.1 | $547k | +12% | 2.1k | 260.76 |
|
| Coca-Cola Company (KO) | 0.1 | $547k | -12% | 8.3k | 66.32 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $546k | +78% | 5.1k | 106.49 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $545k | -3% | 2.0k | 279.29 |
|
| First Tr Exchange-traded Dorsy Wr Momnt (DVOL) | 0.1 | $542k | NEW | 15k | 35.46 |
|
| Cigna Corp (CI) | 0.1 | $542k | NEW | 1.9k | 288.25 |
|
| Gilead Sciences (GILD) | 0.1 | $539k | +11% | 4.9k | 111.01 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $536k | 14k | 39.61 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $529k | +71% | 6.3k | 83.82 |
|
| Trane Technologies SHS (TT) | 0.1 | $526k | -18% | 1.2k | 421.96 |
|
| Emerson Electric (EMR) | 0.1 | $523k | +9% | 4.0k | 131.18 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $508k | +2% | 9.4k | 53.87 |
|
| Enbridge (ENB) | 0.1 | $501k | 9.9k | 50.46 |
|
|
| Cisco Systems (CSCO) | 0.1 | $492k | +31% | 7.2k | 68.42 |
|
| Cintas Corporation (CTAS) | 0.1 | $491k | -4% | 2.4k | 205.26 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $489k | -42% | 5.3k | 91.37 |
|
| Metropcs Communications (TMUS) | 0.1 | $488k | -46% | 2.0k | 239.38 |
|
| Synchrony Financial (SYF) | 0.1 | $486k | +65% | 6.8k | 71.05 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $484k | 19k | 25.71 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $484k | +10% | 5.4k | 89.03 |
|
| United Therapeutics Corporation (UTHR) | 0.1 | $482k | -12% | 1.1k | 419.21 |
|
| Goldman Sachs (GS) | 0.1 | $480k | +2% | 602.00 | 796.53 |
|
| Markel Corporation (MKL) | 0.1 | $474k | -4% | 248.00 | 1911.36 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $472k | -7% | 4.0k | 118.83 |
|
| Comfort Systems USA (FIX) | 0.1 | $471k | +38% | 571.00 | 825.18 |
|
| ViaSat (VSAT) | 0.1 | $469k | -2% | 16k | 29.30 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $459k | +8% | 9.0k | 51.09 |
|
| Hancock Holding Company (HWC) | 0.1 | $453k | 7.2k | 62.61 |
|
|
| Cyberark Software SHS (CYBR) | 0.1 | $449k | -85% | 929.00 | 483.15 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $448k | +14% | 3.3k | 137.74 |
|
| Altria (MO) | 0.1 | $446k | +10% | 6.7k | 66.06 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $444k | -6% | 9.7k | 45.84 |
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.1 | $435k | -11% | 9.9k | 43.78 |
|
| Hldgs (UAL) | 0.1 | $434k | NEW | 4.5k | 96.49 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $433k | +6% | 2.9k | 148.61 |
|
| Ge Aerospace Com New (GE) | 0.1 | $431k | +26% | 1.4k | 300.82 |
|
| Pepsi (PEP) | 0.1 | $429k | +25% | 3.1k | 140.44 |
|
| Packaging Corporation of America (PKG) | 0.1 | $424k | 1.9k | 217.93 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $422k | NEW | 4.7k | 89.37 |
|
| McDonald's Corporation (MCD) | 0.1 | $420k | +16% | 1.4k | 303.89 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $419k | -7% | 2.9k | 142.55 |
|
| Gabelli Utility Trust (GUT) | 0.1 | $416k | 69k | 6.07 |
|
|
| Sterling Construction Company (STRL) | 0.1 | $414k | +27% | 1.2k | 339.68 |
|
| Paccar (PCAR) | 0.1 | $409k | 4.2k | 98.32 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $408k | +14% | 5.1k | 80.17 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $405k | +5% | 4.3k | 95.14 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $404k | -5% | 13k | 31.62 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $403k | -8% | 2.9k | 137.20 |
|
| Eagle Materials (EXP) | 0.1 | $395k | -2% | 1.7k | 233.04 |
|
| Vanguard World Extended Dur (EDV) | 0.1 | $392k | 5.7k | 68.45 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $391k | -13% | 2.8k | 139.17 |
|
| Danaos Corporation SHS (DAC) | 0.1 | $390k | NEW | 4.3k | 89.81 |
|
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 0.1 | $388k | +2% | 14k | 26.95 |
|
| Linde SHS (LIN) | 0.1 | $386k | +24% | 813.00 | 475.00 |
|
| Servicenow (NOW) | 0.1 | $382k | -73% | 415.00 | 920.28 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $381k | -4% | 4.2k | 91.42 |
|
| Aercap Holdings Nv SHS (AER) | 0.1 | $380k | +23% | 3.1k | 121.00 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $379k | -3% | 3.1k | 123.75 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $378k | NEW | 2.4k | 159.89 |
|
| Vistra Energy (VST) | 0.1 | $377k | -4% | 1.9k | 195.92 |
|
| Amcor Ord (AMCR) | 0.1 | $376k | NEW | 46k | 8.18 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $372k | +9% | 1.3k | 293.79 |
|
| Kla Corp Com New (KLAC) | 0.1 | $372k | +3% | 345.00 | 1078.60 |
|
| Mohawk Industries (MHK) | 0.1 | $369k | -2% | 2.9k | 128.92 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $366k | -7% | 7.2k | 50.73 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $364k | NEW | 2.6k | 139.67 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $363k | +3% | 7.1k | 50.90 |
|
| Curtiss-Wright (CW) | 0.1 | $363k | +35% | 668.00 | 542.94 |
|
| Watsco, Incorporated (WSO) | 0.1 | $363k | NEW | 897.00 | 404.30 |
|
| Zoetis Cl A (ZTS) | 0.1 | $360k | +3% | 2.5k | 146.32 |
|
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.1 | $360k | 11k | 33.89 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $360k | 4.7k | 76.45 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $359k | -54% | 4.6k | 78.37 |
|
| Intuit (INTU) | 0.1 | $354k | +41% | 519.00 | 682.91 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $353k | NEW | 1.5k | 239.64 |
|
| Blackrock (BLK) | 0.1 | $353k | +20% | 303.00 | 1164.69 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $352k | -4% | 787.00 | 447.23 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $351k | +25% | 7.5k | 46.96 |
|
| Annaly Capital Management In Com New (NLY) | 0.1 | $351k | -3% | 17k | 20.21 |
|
| Warrior Met Coal (HCC) | 0.1 | $347k | -2% | 5.5k | 63.64 |
|
| T Rowe Price Etf Price Div Grwt (TDVG) | 0.1 | $347k | -2% | 7.9k | 43.96 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $346k | -4% | 1.7k | 201.53 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $345k | -9% | 1.1k | 309.75 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $339k | -7% | 6.8k | 50.07 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $338k | +25% | 4.0k | 84.11 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $336k | -49% | 3.9k | 87.22 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $335k | -3% | 442.00 | 758.15 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $334k | +22% | 1.0k | 323.58 |
|
| salesforce (CRM) | 0.1 | $334k | +6% | 1.4k | 237.00 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $330k | 3.7k | 89.37 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $330k | -4% | 1.6k | 209.34 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $330k | 10k | 31.91 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $323k | +3% | 7.8k | 41.58 |
|
| Walt Disney Company (DIS) | 0.1 | $322k | 2.8k | 114.52 |
|
|
| Nextera Energy (NEE) | 0.1 | $315k | +8% | 4.2k | 75.49 |
|
| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 0.1 | $314k | -3% | 5.3k | 59.61 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $314k | -24% | 3.3k | 96.55 |
|
| Booking Holdings (BKNG) | 0.1 | $313k | 58.00 | 5399.28 |
|
|
| Arch Cap Group Ord (ACGL) | 0.1 | $310k | -6% | 3.4k | 90.73 |
|
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.1 | $309k | NEW | 3.4k | 90.50 |
|
| American Tower Reit (AMT) | 0.1 | $307k | 1.6k | 192.32 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $301k | -2% | 2.7k | 111.70 |
|
| Spdr Series Trust Bloomberg Emg Mk (EMHC) | 0.1 | $300k | 12k | 25.19 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $299k | NEW | 1.7k | 176.81 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $299k | +6% | 2.4k | 123.75 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $297k | +15% | 5.2k | 57.11 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $292k | 302.00 | 968.09 |
|
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $292k | 23k | 12.56 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $290k | +14% | 1.2k | 246.60 |
|
| Wec Energy Group (WEC) | 0.1 | $286k | +11% | 2.5k | 114.59 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $285k | -12% | 808.00 | 352.75 |
|
| Fastenal Company (FAST) | 0.1 | $282k | -10% | 5.8k | 49.04 |
|
| Proshares Tr Ultrashrt S&p500 (SDS) | 0.1 | $281k | NEW | 20k | 14.45 |
|
| Steris Shs Usd (STE) | 0.1 | $279k | +5% | 1.1k | 247.44 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $279k | NEW | 7.2k | 38.57 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $279k | -5% | 5.9k | 47.25 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $278k | +2% | 456.00 | 609.32 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $277k | -3% | 4.6k | 59.74 |
|
| Merck & Co (MRK) | 0.1 | $275k | +7% | 3.3k | 83.93 |
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $273k | +5% | 2.5k | 108.80 |
|
| Aon Shs Cl A (AON) | 0.1 | $272k | -3% | 764.00 | 356.58 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $272k | 22k | 12.29 |
|
|
| Spdr Series Trust Port Mtg Bk Etf (SPMB) | 0.1 | $271k | NEW | 12k | 22.44 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $270k | +8% | 1.6k | 167.33 |
|
| Stryker Corporation (SYK) | 0.1 | $270k | -6% | 730.00 | 369.67 |
|
| BlackRock Municipal Income Trust II (BLE) | 0.1 | $267k | +10% | 26k | 10.45 |
|
| Regions Financial Corporation (RF) | 0.1 | $266k | +2% | 10k | 26.37 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.1 | $265k | NEW | 6.3k | 42.05 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $264k | NEW | 1.0k | 256.45 |
|
| Hca Holdings (HCA) | 0.1 | $264k | 619.00 | 426.20 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $263k | +10% | 4.4k | 59.20 |
|
| First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB) | 0.1 | $262k | NEW | 8.9k | 29.34 |
|
| Citizens Financial (CFG) | 0.1 | $260k | -4% | 4.9k | 53.16 |
|
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.1 | $260k | NEW | 2.8k | 91.56 |
|
| Pfizer (PFE) | 0.1 | $260k | +12% | 10k | 25.48 |
|
| MetLife (MET) | 0.1 | $257k | -6% | 3.1k | 82.37 |
|
| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.1 | $257k | NEW | 3.1k | 83.41 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $257k | +14% | 11k | 23.12 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.1 | $256k | -7% | 2.9k | 87.23 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $255k | -6% | 867.00 | 293.79 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $254k | NEW | 2.1k | 119.51 |
|
| Hartford Financial Services (HIG) | 0.1 | $254k | +3% | 1.9k | 133.39 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $253k | +6% | 3.7k | 68.08 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $252k | +23% | 22k | 11.39 |
|
| Constellation Energy (CEG) | 0.1 | $251k | +20% | 762.00 | 329.07 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $251k | 5.0k | 50.27 |
|
|
| Rambus (RMBS) | 0.0 | $250k | NEW | 2.4k | 104.20 |
|
| Boeing Company (BA) | 0.0 | $247k | NEW | 1.1k | 215.86 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $247k | NEW | 1.7k | 145.71 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $247k | +4% | 4.3k | 57.52 |
|
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $246k | 4.8k | 51.54 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $245k | -11% | 4.1k | 59.92 |
|
| Paychex (PAYX) | 0.0 | $243k | +3% | 1.9k | 126.76 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $242k | NEW | 3.3k | 74.37 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $241k | NEW | 4.1k | 58.85 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.0 | $241k | 3.7k | 64.69 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $241k | -20% | 3.3k | 73.46 |
|
| Morgan Stanley Com New (MS) | 0.0 | $237k | -66% | 1.5k | 158.94 |
|
| Exelixis (EXEL) | 0.0 | $237k | NEW | 5.7k | 41.30 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $237k | 15k | 15.70 |
|
|
| Proshares Tr Shrt Hgh Yield (SJB) | 0.0 | $236k | 15k | 15.38 |
|
|
| Principal Financial (PFG) | 0.0 | $236k | 2.8k | 82.91 |
|
|
| Applied Materials (AMAT) | 0.0 | $235k | 1.1k | 204.74 |
|
|
| Heico Corp Cl A (HEI.A) | 0.0 | $232k | -12% | 914.00 | 254.09 |
|
| Medpace Hldgs (MEDP) | 0.0 | $231k | NEW | 450.00 | 514.16 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $230k | NEW | 720.00 | 320.04 |
|
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.0 | $230k | +6% | 2.4k | 94.31 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $230k | NEW | 4.9k | 46.71 |
|
| Fifth Third Ban (FITB) | 0.0 | $230k | 5.2k | 44.55 |
|
|
| Cummins (CMI) | 0.0 | $229k | NEW | 542.00 | 422.37 |
|
| Pulte (PHM) | 0.0 | $228k | NEW | 1.7k | 132.13 |
|
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $227k | +59% | 43k | 5.27 |
|
| Republic Services (RSG) | 0.0 | $226k | -9% | 984.00 | 229.48 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $224k | NEW | 312.00 | 718.54 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $223k | 4.6k | 48.33 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $223k | -8% | 2.1k | 107.81 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $222k | NEW | 2.3k | 97.63 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $221k | -12% | 1.6k | 142.41 |
|
| Entegris (ENTG) | 0.0 | $221k | NEW | 2.4k | 92.46 |
|
| Riot Blockchain (RIOT) | 0.0 | $221k | NEW | 12k | 19.03 |
|
| Ingredion Incorporated (INGR) | 0.0 | $220k | 1.8k | 122.11 |
|
|
| Valmont Industries (VMI) | 0.0 | $219k | NEW | 564.00 | 387.73 |
|
| Tractor Supply Company (TSCO) | 0.0 | $218k | NEW | 3.8k | 56.87 |
|
| Ge Vernova (GEV) | 0.0 | $214k | NEW | 348.00 | 614.90 |
|
| Ross Stores (ROST) | 0.0 | $211k | -12% | 1.4k | 152.39 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $210k | NEW | 1.6k | 128.40 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $209k | NEW | 1.5k | 143.18 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $208k | 19k | 10.85 |
|
|
| Elf Beauty (ELF) | 0.0 | $208k | NEW | 1.6k | 132.48 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $207k | NEW | 3.8k | 54.09 |
|
| Prudential Financial (PRU) | 0.0 | $207k | 2.0k | 103.74 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $206k | +6% | 2.4k | 84.60 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $205k | NEW | 7.1k | 28.79 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $205k | NEW | 2.2k | 93.25 |
|
| Capital One Financial (COF) | 0.0 | $205k | NEW | 964.00 | 212.48 |
|
| American Electric Power Company (AEP) | 0.0 | $202k | NEW | 1.8k | 112.50 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $200k | NEW | 1.3k | 150.86 |
|
| Ptc (PTC) | 0.0 | $200k | NEW | 986.00 | 203.02 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $145k | +9% | 12k | 11.69 |
|
| Putnam Master Inter Income T Sh Ben Int (PIM) | 0.0 | $72k | +100% | 21k | 3.44 |
|
| Gevo Com Par (GEVO) | 0.0 | $55k | 28k | 1.96 |
|
|
| Annexon (ANNX) | 0.0 | $46k | NEW | 15k | 3.05 |
|
| High Roller Technologies (ROLR) | 0.0 | $32k | 11k | 2.80 |
|
Past Filings by Balefire
SEC 13F filings are viewable for Balefire going back to 2018
- Balefire 2025 Q3 filed Oct. 8, 2025
- Balefire 2025 Q2 filed July 9, 2025
- Balefire 2025 Q1 filed April 23, 2025
- VisionPoint Advisory Group 2024 Q4 filed Feb. 3, 2025
- VisionPoint Advisory Group 2024 Q3 filed Oct. 15, 2024
- VisionPoint Advisory Group 2024 Q2 filed Aug. 1, 2024
- VisionPoint Advisory Group 2024 Q1 filed May 10, 2024
- VisionPoint Advisory Group 2023 Q4 filed Feb. 7, 2024
- VisionPoint Advisory Group 2023 Q3 filed Dec. 6, 2023
- VisionPoint Advisory Group 2023 Q2 filed Aug. 21, 2023
- VisionPoint Advisory Group 2023 Q1 filed May 15, 2023
- VisionPoint Advisory Group 2022 Q4 filed Feb. 14, 2023
- VisionPoint Advisory Group 2022 Q3 filed Nov. 17, 2022
- VisionPoint Advisory Group 2022 Q2 filed Aug. 12, 2022
- VisionPoint Advisory Group 2022 Q1 filed May 16, 2022
- VisionPoint Advisory Group 2021 Q4 filed Feb. 7, 2022