VisionPoint Advisory Group
Latest statistics and disclosures from Balefire's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTM, SPY, NVDA, SHY, QQQ, and represent 12.49% of Balefire's stock portfolio.
- Added to shares of these 10 stocks: IVV, RSP, XBI, AGG, HON, GEHC, JAAA, ACN, COPX, SPDW.
- Started 44 new stock positions in XBI, VRTX, KKR, JQUA, AEE, LGOV, CDW, JFLX, PEG, DEFT.
- Reduced shares in these 10 stocks: FI, VBIL, BAX, AMZN, AAPL, EUFN, IGF, DLTR, MBSF, NICE.
- Sold out of its positions in BAX, BKNG, CEG, ELF, EOG, FAST, FIS, FITB, FI, HEI.A.
- Balefire was a net buyer of stock by $4.4M.
- Balefire has $513M in assets under management (AUM), dropping by 2.43%.
- Central Index Key (CIK): 0001750924
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Portfolio Holdings for Balefire
Balefire holds 394 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPTM) | 3.6 | $18M | -4% | 221k | 82.50 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $12M | +4% | 18k | 681.91 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $12M | +4% | 66k | 186.50 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.1 | $11M | 132k | 82.82 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.0 | $11M | 17k | 614.33 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $10M | +7% | 17k | 627.14 |
|
| Valued Advisers Tr Regan Fltg Rate (MBSF) | 1.8 | $9.1M | -12% | 354k | 25.64 |
|
| Microsoft Corporation (MSFT) | 1.7 | $8.6M | 18k | 483.61 |
|
|
| Spdr Series Trust State Street Spd (SPAB) | 1.6 | $8.2M | 318k | 25.75 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 1.5 | $7.7M | +2% | 97k | 80.22 |
|
| Apple (AAPL) | 1.4 | $7.0M | -19% | 26k | 271.86 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.3 | $6.5M | 59k | 110.19 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $6.4M | +34% | 34k | 191.56 |
|
| Deere & Company (DE) | 1.2 | $6.2M | 13k | 465.55 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $6.1M | -8% | 15k | 396.31 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $5.8M | 12k | 502.65 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $5.8M | -12% | 18k | 313.80 |
|
| Spdr Series Trust State Street Spd (BIL) | 1.1 | $5.7M | +14% | 63k | 91.38 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.0 | $5.2M | +14% | 65k | 80.63 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $5.0M | +61% | 7.2k | 684.94 |
|
| Ishares Tr Mortge Rel Etf (REM) | 0.9 | $4.6M | 208k | 22.18 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.9 | $4.6M | +25% | 103k | 44.41 |
|
| Tesla Motors (TSLA) | 0.9 | $4.5M | -6% | 10k | 449.72 |
|
| Philip Morris International (PM) | 0.9 | $4.5M | -14% | 28k | 160.40 |
|
| Thermo Fisher Scientific (TMO) | 0.9 | $4.5M | -8% | 7.7k | 579.45 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.8 | $4.3M | +5% | 92k | 47.02 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $4.3M | 45k | 96.03 |
|
|
| Amazon (AMZN) | 0.8 | $4.1M | -30% | 18k | 230.82 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.8 | $4.0M | 29k | 139.16 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.8 | $3.9M | -14% | 45k | 85.77 |
|
| Cadence Bank | 0.8 | $3.9M | -2% | 90k | 42.84 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.7 | $3.8M | 359k | 10.72 |
|
|
| Broadcom (AVGO) | 0.7 | $3.8M | +2% | 11k | 346.09 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.5M | +8% | 11k | 313.00 |
|
| Micron Technology (MU) | 0.7 | $3.4M | -15% | 12k | 285.41 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.7 | $3.4M | +15% | 32k | 106.70 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $3.3M | 61k | 54.71 |
|
|
| Iqvia Holdings (IQV) | 0.6 | $3.3M | -11% | 15k | 225.41 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $3.2M | 10k | 322.24 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.6 | $3.2M | +5% | 68k | 46.81 |
|
| Oracle Corporation (ORCL) | 0.6 | $3.1M | +16% | 16k | 194.91 |
|
| Cheniere Energy Com New (LNG) | 0.6 | $3.0M | +23% | 15k | 194.39 |
|
| Ishares Tr Broad Usd High (USHY) | 0.6 | $3.0M | -2% | 80k | 37.40 |
|
| Rentokil Initial Sponsored Adr (RTO) | 0.6 | $3.0M | +35% | 102k | 29.46 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.6 | $2.9M | 68k | 42.87 |
|
|
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.6 | $2.9M | -4% | 78k | 36.83 |
|
| Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) | 0.5 | $2.8M | +27% | 43k | 64.53 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $2.8M | +134% | 28k | 99.88 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.5 | $2.7M | +32% | 40k | 69.47 |
|
| First Tr Exchange-traded SHS (FDL) | 0.5 | $2.7M | +46% | 61k | 44.34 |
|
| Williams Companies (WMB) | 0.5 | $2.7M | 45k | 60.11 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $2.7M | +11% | 4.1k | 660.10 |
|
| Valvoline Inc Common (VVV) | 0.5 | $2.6M | +47% | 91k | 29.06 |
|
| ConocoPhillips (COP) | 0.5 | $2.6M | +3% | 28k | 93.61 |
|
| Cameco Corporation (CCJ) | 0.5 | $2.6M | -6% | 28k | 91.49 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $2.5M | -6% | 10k | 252.92 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $2.5M | +5% | 28k | 89.46 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $2.5M | +2% | 13k | 190.99 |
|
| Spdr Series Trust State Street Spd (SPHY) | 0.5 | $2.4M | -2% | 100k | 23.67 |
|
| Spdr Series Trust State Street Spd (JNK) | 0.5 | $2.3M | -3% | 24k | 97.21 |
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.4 | $2.3M | -12% | 24k | 94.71 |
|
| Medtronic SHS (MDT) | 0.4 | $2.3M | +18% | 24k | 96.06 |
|
| Caci Intl Cl A (CACI) | 0.4 | $2.3M | -2% | 4.2k | 532.81 |
|
| Entergy Corporation (ETR) | 0.4 | $2.2M | +25% | 24k | 92.43 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.2M | 4.6k | 487.86 |
|
|
| Middleby Corporation (MIDD) | 0.4 | $2.2M | +19% | 15k | 148.67 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.4 | $2.2M | -5% | 44k | 49.88 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.4 | $2.2M | +36% | 36k | 59.93 |
|
| Ball Corporation (BALL) | 0.4 | $2.0M | -12% | 38k | 52.97 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $2.0M | +19% | 1.9k | 1074.71 |
|
| Wal-Mart Stores (WMT) | 0.4 | $2.0M | 18k | 111.41 |
|
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.4 | $2.0M | +5% | 54k | 36.82 |
|
| Eaton Corp SHS (ETN) | 0.4 | $2.0M | 6.2k | 318.51 |
|
|
| Dollar Tree (DLTR) | 0.4 | $1.9M | -44% | 15k | 123.01 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.4 | $1.9M | +53% | 33k | 56.81 |
|
| Spdr Series Trust State Street Spd (SJNK) | 0.4 | $1.9M | -2% | 74k | 25.32 |
|
| Icici Bank Adr (IBN) | 0.4 | $1.9M | +6% | 62k | 29.80 |
|
| Global X Fds Global X Copper (COPX) | 0.4 | $1.9M | +125% | 26k | 71.79 |
|
| Home Depot (HD) | 0.3 | $1.8M | +46% | 5.1k | 344.10 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $1.7M | -3% | 26k | 67.22 |
|
| Charles River Laboratories (CRL) | 0.3 | $1.7M | -12% | 8.6k | 199.48 |
|
| Chevron Corporation (CVX) | 0.3 | $1.7M | +38% | 11k | 152.41 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.3 | $1.7M | -10% | 37k | 46.86 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $1.7M | +20% | 34k | 49.99 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.3 | $1.6M | -14% | 11k | 155.12 |
|
| Spdr Series Trust State Street Spd (XBI) | 0.3 | $1.6M | NEW | 14k | 121.93 |
|
| Avantor (AVTR) | 0.3 | $1.6M | -12% | 141k | 11.46 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.3 | $1.5M | -6% | 21k | 74.88 |
|
| First Tr Exchange-traded Limited Duration (FSIG) | 0.3 | $1.5M | +23% | 79k | 19.19 |
|
| Honeywell International (HON) | 0.3 | $1.5M | NEW | 7.8k | 195.09 |
|
| International Business Machines (IBM) | 0.3 | $1.5M | +2% | 5.0k | 296.21 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.3 | $1.5M | 21k | 70.98 |
|
|
| Charles Schwab Corporation (SCHW) | 0.3 | $1.4M | 14k | 99.91 |
|
|
| Nvent Electric SHS (NVT) | 0.3 | $1.4M | 14k | 101.97 |
|
|
| Iren Ordinary Shares (IREN) | 0.3 | $1.4M | -44% | 36k | 37.77 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.4M | +329% | 5.0k | 268.30 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $1.3M | +36% | 14k | 99.85 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.3M | -3% | 4.0k | 335.26 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.3 | $1.3M | NEW | 16k | 82.02 |
|
| Qualcomm (QCOM) | 0.3 | $1.3M | +102% | 7.6k | 171.05 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | -8% | 2.2k | 570.88 |
|
| Amgen (AMGN) | 0.2 | $1.3M | 3.8k | 327.31 |
|
|
| Visa Com Cl A (V) | 0.2 | $1.2M | -12% | 3.5k | 350.72 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.2M | 2.5k | 483.67 |
|
|
| Verizon Communications (VZ) | 0.2 | $1.2M | +14% | 29k | 40.73 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.2M | +7% | 18k | 66.00 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.2M | +3% | 22k | 53.94 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $1.1M | NEW | 23k | 50.58 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $1.1M | 12k | 96.16 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $1.1M | 5.3k | 206.97 |
|
|
| Chubb (CB) | 0.2 | $1.1M | -4% | 3.4k | 312.12 |
|
| Fresenius Medical Care Sponsored Adr (FMS) | 0.2 | $1.0M | -12% | 43k | 23.82 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $1.0M | -41% | 9.9k | 102.39 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.2 | $1.0M | -19% | 9.1k | 110.15 |
|
| UnitedHealth (UNH) | 0.2 | $997k | -16% | 3.0k | 330.16 |
|
| L3harris Technologies (LHX) | 0.2 | $976k | 3.3k | 293.57 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $974k | +6% | 5.5k | 177.75 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.2 | $971k | +6% | 21k | 45.84 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $967k | +125% | 6.7k | 143.97 |
|
| Citigroup Com New (C) | 0.2 | $952k | +2% | 8.2k | 116.69 |
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| Caterpillar (CAT) | 0.2 | $948k | +2% | 1.7k | 572.87 |
|
| Advanced Micro Devices (AMD) | 0.2 | $936k | -5% | 4.4k | 214.16 |
|
| Merck & Co (MRK) | 0.2 | $894k | +159% | 8.5k | 105.26 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $884k | 10k | 84.64 |
|
|
| Spdr Series Trust State Street Spd (SPTL) | 0.2 | $879k | +130% | 33k | 26.47 |
|
| Uber Technologies (UBER) | 0.2 | $875k | -4% | 11k | 81.71 |
|
| Spdr Index Shs Fds S&p North Amer (NANR) | 0.2 | $874k | -4% | 13k | 67.83 |
|
| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.2 | $872k | NEW | 13k | 65.66 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $871k | 8.1k | 107.35 |
|
|
| Spdr Series Trust State Street Spd (SPMD) | 0.2 | $870k | 15k | 57.91 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $869k | 4.1k | 211.79 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $869k | -5% | 2.9k | 302.11 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $858k | -2% | 7.0k | 121.75 |
|
| American Express Company (AXP) | 0.2 | $852k | -4% | 2.3k | 369.95 |
|
| CRH Ord (CRH) | 0.2 | $851k | 6.8k | 124.80 |
|
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.2 | $850k | +8% | 28k | 30.45 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.2 | $845k | +10% | 21k | 40.86 |
|
| Coca-Cola Company (KO) | 0.2 | $844k | +46% | 12k | 69.91 |
|
| At&t (T) | 0.2 | $842k | +15% | 34k | 24.84 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.2 | $842k | -25% | 16k | 52.81 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.2 | $839k | NEW | 8.6k | 97.22 |
|
| Tempus Ai Cl A (TEM) | 0.2 | $835k | 14k | 59.05 |
|
|
| Corning Incorporated (GLW) | 0.2 | $834k | +14% | 9.5k | 87.56 |
|
| Abbvie (ABBV) | 0.2 | $829k | 3.6k | 228.49 |
|
|
| Nrg Energy Com New (NRG) | 0.2 | $827k | 5.2k | 159.24 |
|
|
| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 0.2 | $825k | +47% | 33k | 25.17 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $807k | NEW | 11k | 71.41 |
|
| Fox Corp Cl A Com (FOXA) | 0.2 | $807k | +24% | 11k | 73.07 |
|
| Synchrony Financial (SYF) | 0.2 | $802k | +40% | 9.6k | 83.43 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $801k | -19% | 929.00 | 862.42 |
|
| Gilead Sciences (GILD) | 0.2 | $801k | +34% | 6.5k | 122.73 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $800k | +4% | 27k | 29.89 |
|
| Renasant (RNST) | 0.2 | $783k | 22k | 35.22 |
|
|
| First Tr Exchange-traded Dorsy Wr Momnt (DVOL) | 0.2 | $781k | +45% | 22k | 35.03 |
|
| Kkr & Co (KKR) | 0.2 | $773k | NEW | 6.1k | 127.48 |
|
| Procter & Gamble Company (PG) | 0.2 | $771k | -19% | 5.4k | 143.31 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $769k | NEW | 47k | 16.43 |
|
| Ishares Tr North Amern Nat (IGE) | 0.1 | $764k | 15k | 50.20 |
|
|
| Liberty Global Com Cl A (LBTYA) | 0.1 | $759k | 68k | 11.14 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $751k | +4% | 6.8k | 109.90 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $750k | 1.8k | 412.77 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $736k | +160% | 2.1k | 349.99 |
|
| Bank of America Corporation (BAC) | 0.1 | $734k | +21% | 13k | 55.00 |
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.1 | $731k | 15k | 48.60 |
|
|
| Managed Portfolio Series Kensington Hedge (KHPI) | 0.1 | $731k | -3% | 29k | 25.66 |
|
| Netflix (NFLX) | 0.1 | $727k | +838% | 7.8k | 93.76 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $706k | 4.9k | 143.47 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $699k | -8% | 26k | 27.43 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $696k | +24% | 17k | 41.36 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $682k | -9% | 5.7k | 120.34 |
|
| TJX Companies (TJX) | 0.1 | $680k | -40% | 4.4k | 153.61 |
|
| United Therapeutics Corporation (UTHR) | 0.1 | $676k | +20% | 1.4k | 487.25 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $671k | +31% | 7.1k | 93.97 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $670k | 6.7k | 100.34 |
|
|
| Cme (CME) | 0.1 | $670k | +4% | 2.5k | 273.08 |
|
| Siriusxm Holdings Common Stock (SIRI) | 0.1 | $667k | 33k | 20.00 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $658k | +9% | 20k | 32.75 |
|
| United Parcel Service CL B (UPS) | 0.1 | $657k | 6.6k | 99.19 |
|
|
| Ssga Active Tr State Street Fix (FISR) | 0.1 | $653k | +5% | 25k | 25.91 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $652k | -18% | 5.5k | 117.72 |
|
| Quanta Services (PWR) | 0.1 | $641k | +12% | 1.5k | 422.06 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.1 | $639k | 15k | 43.25 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $636k | -24% | 15k | 43.55 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $630k | +2% | 13k | 48.32 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $621k | -21% | 2.5k | 246.17 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $591k | +23% | 4.9k | 120.17 |
|
| Ishares Tr Core Msci Pac (IPAC) | 0.1 | $589k | 8.0k | 73.21 |
|
|
| Ge Vernova (GEV) | 0.1 | $588k | +158% | 900.00 | 653.57 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $584k | -2% | 9.7k | 60.17 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $581k | +83% | 11k | 52.72 |
|
| Hldgs (UAL) | 0.1 | $578k | +14% | 5.2k | 111.81 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $568k | -4% | 1.9k | 303.89 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $565k | +3% | 5.3k | 107.11 |
|
| First Tr Exchange-traded SHS (FVD) | 0.1 | $565k | NEW | 12k | 46.08 |
|
| Abbott Laboratories (ABT) | 0.1 | $563k | -21% | 4.5k | 125.29 |
|
| ViaSat (VSAT) | 0.1 | $542k | 16k | 34.46 |
|
|
| Anthem (ELV) | 0.1 | $541k | -14% | 1.5k | 350.55 |
|
| Emerson Electric (EMR) | 0.1 | $538k | 4.1k | 132.72 |
|
|
| Goldman Sachs (GS) | 0.1 | $531k | 604.00 | 879.37 |
|
|
| Markel Corporation (MKL) | 0.1 | $529k | 246.00 | 2149.65 |
|
|
| Enbridge (ENB) | 0.1 | $527k | +10% | 11k | 47.83 |
|
| Cisco Systems (CSCO) | 0.1 | $527k | -4% | 6.8k | 77.03 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $525k | -48% | 9.1k | 57.92 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $523k | +218% | 12k | 42.69 |
|
| Kla Corp Com New (KLAC) | 0.1 | $523k | +24% | 430.00 | 1215.08 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $522k | +14% | 10k | 50.86 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $522k | -6% | 5.4k | 96.28 |
|
| Spdr Series Trust Bloomberg Enhncd (CERY) | 0.1 | $519k | -27% | 18k | 28.55 |
|
| Wells Fargo & Company (WFC) | 0.1 | $505k | -14% | 5.4k | 93.20 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $501k | +59% | 5.2k | 96.27 |
|
| McDonald's Corporation (MCD) | 0.1 | $498k | +17% | 1.6k | 305.63 |
|
| T Rowe Price Etf Price Div Grwt (TDVG) | 0.1 | $497k | +40% | 11k | 44.97 |
|
| Managed Portfolio Series Kensington Cr Op (KAMO) | 0.1 | $495k | NEW | 20k | 25.02 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $494k | 19k | 26.23 |
|
|
| Walt Disney Company (DIS) | 0.1 | $493k | +54% | 4.3k | 113.78 |
|
| Cigna Corp (CI) | 0.1 | $481k | -6% | 1.7k | 275.23 |
|
| Warrior Met Coal (HCC) | 0.1 | $479k | 5.4k | 88.17 |
|
|
| S&p Global (SPGI) | 0.1 | $477k | -19% | 913.00 | 522.59 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $475k | +13% | 5.8k | 82.48 |
|
| J P Morgan Exchange Traded F Flexible Debt Et (JFLX) | 0.1 | $474k | NEW | 9.4k | 50.22 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $464k | 2.9k | 160.97 |
|
|
| Hancock Holding Company (HWC) | 0.1 | $463k | 7.3k | 63.68 |
|
|
| Paccar (PCAR) | 0.1 | $460k | 4.2k | 109.51 |
|
|
| Cyberark Software SHS (CYBR) | 0.1 | $460k | +10% | 1.0k | 446.06 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $457k | 3.2k | 141.16 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $455k | +2% | 803.00 | 566.36 |
|
| Aercap Holdings Nv SHS (AER) | 0.1 | $449k | 3.1k | 143.76 |
|
|
| Ishares Msci Eurzone Etf (EZU) | 0.1 | $449k | NEW | 7.0k | 64.10 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $442k | +15% | 2.7k | 161.63 |
|
| Altria (MO) | 0.1 | $438k | +12% | 7.6k | 57.66 |
|
| Sterling Construction Company (STRL) | 0.1 | $436k | +16% | 1.4k | 306.23 |
|
| Curtiss-Wright (CW) | 0.1 | $436k | +18% | 791.00 | 551.27 |
|
| Ameren Corporation (AEE) | 0.1 | $435k | NEW | 4.4k | 99.86 |
|
| salesforce (CRM) | 0.1 | $406k | +9% | 1.5k | 264.91 |
|
| Trane Technologies SHS (TT) | 0.1 | $406k | -16% | 1.0k | 389.20 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $406k | 5.4k | 75.91 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $406k | +2% | 13k | 30.96 |
|
| Danaos Corporation SHS (DAC) | 0.1 | $405k | 4.3k | 94.18 |
|
|
| Pepsi (PEP) | 0.1 | $401k | -8% | 2.8k | 143.52 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $399k | -10% | 8.7k | 45.88 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $398k | 4.2k | 94.16 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $395k | -12% | 2.1k | 188.07 |
|
| Astrazeneca Sponsored Adr | 0.1 | $394k | NEW | 4.3k | 91.93 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $391k | +16% | 4.7k | 83.75 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $389k | -5% | 4.5k | 87.16 |
|
| Amcor Ord | 0.1 | $385k | 46k | 8.34 |
|
|
| Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP) | 0.1 | $383k | -38% | 13k | 30.20 |
|
| First Tr Exchange-traded Lng Dur Oprtun (LGOV) | 0.1 | $381k | NEW | 18k | 21.83 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $380k | +83% | 5.4k | 70.41 |
|
| Vanguard World Extended Dur (EDV) | 0.1 | $378k | 5.8k | 65.01 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $378k | +7% | 8.0k | 47.08 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $378k | +2% | 4.3k | 88.49 |
|
| Annaly Capital Management In Com New (NLY) | 0.1 | $377k | -2% | 17k | 22.36 |
|
| Spdr Series Trust State Street Spd (MDYG) | 0.1 | $377k | +43% | 4.1k | 92.43 |
|
| First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB) | 0.1 | $375k | +40% | 13k | 29.80 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $374k | +5% | 4.8k | 77.68 |
|
| Metropcs Communications (TMUS) | 0.1 | $373k | -9% | 1.8k | 203.04 |
|
| Spdr Series Trust State Street Spd (MDYV) | 0.1 | $373k | +42% | 4.4k | 84.65 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $371k | NEW | 791.00 | 468.76 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $371k | +8% | 4.0k | 92.30 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $370k | NEW | 9.7k | 38.32 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $369k | 7.2k | 51.12 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $368k | -16% | 1.2k | 308.03 |
|
| Comfort Systems USA (FIX) | 0.1 | $368k | -30% | 394.00 | 933.29 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $364k | NEW | 802.00 | 453.36 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $362k | -14% | 2.5k | 143.33 |
|
| Pfizer (PFE) | 0.1 | $360k | +41% | 14k | 24.90 |
|
| Eagle Materials (EXP) | 0.1 | $359k | +2% | 1.7k | 206.68 |
|
| Marsh & McLennan Companies | 0.1 | $354k | +11% | 1.9k | 185.52 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $354k | -2% | 7.0k | 50.59 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $353k | +42% | 4.7k | 75.44 |
|
| Spdr Series Trust State Street Spd (SPMB) | 0.1 | $351k | +29% | 16k | 22.41 |
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $350k | +19% | 28k | 12.58 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $344k | -16% | 2.5k | 135.14 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $339k | -12% | 386.00 | 878.96 |
|
| BlackRock Municipal Income Trust II (BLE) | 0.1 | $335k | +25% | 32k | 10.44 |
|
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.1 | $333k | +54% | 66k | 5.02 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $333k | 3.5k | 95.92 |
|
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.1 | $333k | -24% | 7.5k | 44.37 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $332k | -2% | 6.6k | 50.29 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $332k | +16% | 8.4k | 39.59 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $331k | 10k | 32.62 |
|
|
| Gabelli Utility Trust (GUT) | 0.1 | $330k | -20% | 55k | 6.03 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.1 | $327k | +24% | 7.8k | 41.86 |
|
| Vaneck Etf Trust Aa Bb Clo Etf (CLOB) | 0.1 | $326k | -40% | 6.4k | 50.67 |
|
| Exelixis (EXEL) | 0.1 | $325k | +29% | 7.4k | 43.83 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $324k | 1.5k | 209.12 |
|
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.1 | $324k | 7.8k | 41.27 |
|
|
| Royal Caribbean Cruises (RCL) | 0.1 | $323k | +12% | 1.2k | 278.92 |
|
| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $322k | +39% | 3.4k | 94.19 |
|
| Applied Materials (AMAT) | 0.1 | $321k | +8% | 1.3k | 256.99 |
|
| Servicenow (NOW) | 0.1 | $320k | +402% | 2.1k | 153.19 |
|
| Ssga Active Tr State Street Us (XLSR) | 0.1 | $319k | -2% | 5.1k | 62.31 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.1 | $318k | -11% | 9.4k | 33.81 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $311k | +21% | 27k | 11.63 |
|
| Steris Shs Usd (STE) | 0.1 | $310k | +8% | 1.2k | 253.52 |
|
| Intuit (INTU) | 0.1 | $309k | -10% | 467.00 | 662.42 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $309k | -28% | 2.0k | 154.80 |
|
| Citizens Financial (CFG) | 0.1 | $309k | +7% | 5.3k | 58.41 |
|
| American Electric Power Company (AEP) | 0.1 | $308k | +48% | 2.7k | 115.31 |
|
| Mohawk Industries (MHK) | 0.1 | $307k | 2.8k | 109.30 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $304k | +18% | 13k | 23.02 |
|
| Spdr Series Trust State Street Spd (EMHC) | 0.1 | $303k | 12k | 25.46 |
|
|
| Nextera Energy (NEE) | 0.1 | $303k | -9% | 3.8k | 80.28 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $297k | 1.6k | 183.40 |
|
|
| Spdr Series Trust State Street Spd (CWB) | 0.1 | $297k | -2% | 3.3k | 89.20 |
|
| Morgan Stanley Com New (MS) | 0.1 | $296k | +11% | 1.7k | 177.53 |
|
| Vistra Energy (VST) | 0.1 | $293k | -5% | 1.8k | 161.33 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $292k | +3% | 2.5k | 117.21 |
|
| Regions Financial Corporation (RF) | 0.1 | $291k | +6% | 11k | 27.10 |
|
| Boeing Company (BA) | 0.1 | $291k | +16% | 1.3k | 217.14 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $290k | -2% | 5.1k | 57.24 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $288k | +2% | 23k | 12.66 |
|
| American Tower Reit (AMT) | 0.1 | $284k | 1.6k | 175.57 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $283k | NEW | 5.6k | 50.50 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $282k | -12% | 264.00 | 1069.86 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $279k | +8% | 1.1k | 250.31 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $275k | -22% | 12k | 23.65 |
|
| Hartford Financial Services (HIG) | 0.1 | $274k | +4% | 2.0k | 137.80 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $270k | +8% | 4.6k | 58.12 |
|
| Valmont Industries (VMI) | 0.1 | $268k | +18% | 667.00 | 402.32 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $267k | 4.6k | 57.49 |
|
|
| MetLife (MET) | 0.1 | $266k | +8% | 3.4k | 78.94 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $264k | -2% | 4.3k | 60.81 |
|
| Kinross Gold Corp (KGC) | 0.1 | $263k | NEW | 9.3k | 28.16 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $262k | +8% | 4.5k | 58.73 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $260k | +3% | 897.00 | 290.25 |
|
| Rambus (RMBS) | 0.1 | $260k | +17% | 2.8k | 91.89 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.1 | $259k | -5% | 2.8k | 93.00 |
|
| Blackrock (BLK) | 0.1 | $258k | -20% | 241.00 | 1069.85 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $258k | 4.1k | 62.47 |
|
|
| Northern Lts Fd Tr Iv Main Buywrite (BUYW) | 0.1 | $257k | NEW | 18k | 14.32 |
|
| Linde SHS (LIN) | 0.1 | $257k | -25% | 603.00 | 426.39 |
|
| Capital One Financial (COF) | 0.0 | $255k | +9% | 1.1k | 242.42 |
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $254k | NEW | 3.1k | 80.74 |
|
| Cummins (CMI) | 0.0 | $253k | -8% | 495.00 | 510.45 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $251k | 5.0k | 50.32 |
|
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.0 | $249k | NEW | 11k | 23.23 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $248k | -29% | 889.00 | 279.14 |
|
| Principal Financial (PFG) | 0.0 | $244k | -2% | 2.8k | 88.21 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $244k | +23% | 2.7k | 90.03 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.0 | $244k | 3.7k | 65.48 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $244k | -17% | 2.2k | 110.27 |
|
| Aon Shs Cl A (AON) | 0.0 | $243k | -9% | 688.00 | 352.88 |
|
| Stryker Corporation (SYK) | 0.0 | $242k | -5% | 689.00 | 351.47 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $240k | -6% | 3.5k | 69.43 |
|
| Global X Fds 1-3 Month T-bill (CLIP) | 0.0 | $240k | NEW | 2.4k | 100.11 |
|
| Medpace Hldgs (MEDP) | 0.0 | $239k | -5% | 425.00 | 561.65 |
|
| Prudential Financial (PRU) | 0.0 | $239k | +5% | 2.1k | 112.88 |
|
| Hca Holdings (HCA) | 0.0 | $237k | -18% | 507.00 | 466.86 |
|
| Williams-Sonoma (WSM) | 0.0 | $236k | NEW | 1.3k | 178.59 |
|
| Zoetis Cl A (ZTS) | 0.0 | $235k | -24% | 1.9k | 125.82 |
|
| Repligen Corporation (RGEN) | 0.0 | $235k | NEW | 1.4k | 163.86 |
|
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $234k | -2% | 4.6k | 50.45 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $233k | -5% | 4.4k | 53.36 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $233k | +27% | 9.1k | 25.60 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $230k | -11% | 403.00 | 570.21 |
|
| Franklin Templeton Etf Tr Ftse China (FLCH) | 0.0 | $229k | NEW | 9.6k | 23.80 |
|
| UFP Technologies (UFPT) | 0.0 | $228k | NEW | 1.0k | 222.03 |
|
| Simplify Exchange Traded Fun Ancorato Target (XXV) | 0.0 | $227k | NEW | 8.9k | 25.43 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $226k | 4.9k | 46.54 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $226k | +9% | 4.2k | 53.88 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $226k | +7% | 335.00 | 673.82 |
|
| Tractor Supply Company (TSCO) | 0.0 | $226k | +17% | 4.5k | 50.01 |
|
| Union Pacific Corporation (UNP) | 0.0 | $225k | NEW | 973.00 | 231.33 |
|
| Wec Energy Group (WEC) | 0.0 | $224k | -14% | 2.1k | 105.46 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $221k | -23% | 853.00 | 258.80 |
|
| Insulet Corporation (PODD) | 0.0 | $220k | NEW | 774.00 | 284.24 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $220k | -57% | 4.0k | 54.77 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $220k | -66% | 4.8k | 45.89 |
|
| Public Service Enterprise (PEG) | 0.0 | $218k | NEW | 2.7k | 80.30 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $218k | -2% | 1.7k | 131.03 |
|
| Intel Corporation (INTC) | 0.0 | $212k | NEW | 5.8k | 36.90 |
|
| ExlService Holdings (EXLS) | 0.0 | $212k | NEW | 5.0k | 42.44 |
|
| Cdw (CDW) | 0.0 | $212k | NEW | 1.6k | 136.20 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $211k | NEW | 3.3k | 63.18 |
|
| Pulte (PHM) | 0.0 | $210k | +3% | 1.8k | 117.26 |
|
| Ptc (PTC) | 0.0 | $210k | +22% | 1.2k | 174.21 |
|
| Ingredion Incorporated (INGR) | 0.0 | $209k | +5% | 1.9k | 110.26 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $209k | +18% | 1.7k | 119.41 |
|
| Boot Barn Hldgs (BOOT) | 0.0 | $208k | NEW | 1.2k | 176.47 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $208k | -4% | 2.2k | 95.35 |
|
| Entegris (ENTG) | 0.0 | $203k | 2.4k | 84.25 |
|
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $203k | NEW | 3.8k | 53.93 |
|
| Spdr Series Trust State Street Spd (SLYV) | 0.0 | $201k | NEW | 2.2k | 90.97 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $174k | 19k | 9.22 |
|
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $161k | NEW | 26k | 6.30 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $151k | 13k | 12.02 |
|
|
| Annexon (ANNX) | 0.0 | $75k | 15k | 5.02 |
|
|
| Putnam Master Inter Income T Sh Ben Int (PIM) | 0.0 | $71k | 21k | 3.34 |
|
|
| Gevo Com Par (GEVO) | 0.0 | $56k | 28k | 2.00 |
|
|
| Strive Cl A Com | 0.0 | $38k | NEW | 52k | 0.74 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $36k | NEW | 15k | 2.47 |
|
| Defi Technologies (DEFT) | 0.0 | $11k | NEW | 14k | 0.75 |
|
Past Filings by Balefire
SEC 13F filings are viewable for Balefire going back to 2018
- Balefire 2025 Q4 filed Jan. 12, 2026
- 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