VisionPoint Advisory Group, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationdallas, TX
- CIK0001750924
- Alternate namesBalefire, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
205 | $291.79 M | SPDR SER TR, VALUED ADVISERS TR, SHY, KRE | 13F-HR | Apr 23, 2025 | 000108514625002290 | ||
295 | $292.49 M | SPDR SER TR, VALUED ADVISERS TR, SHY, PM | 13F-HR | Feb 3, 2025 | 000175092425000001 | ||
245 | $296.23 M | SPDR SER TR, SHY, VALUED ADVISERS TR, KRE | 13F-HR | Oct 15, 2024 | 000175092424000006 | ||
816 | $281.37 M | SPDR SER TR, SHY, KRE, PM | 13F-HR | Aug 1, 2024 | 000175092424000005 | ||
818 | $277.38 M | SPDR SER TR, SHY, KRE, REM | 13F-HR | May 10, 2024 | 000175092424000004 | ||
748 | $271.03 M | SPDR SER TR, SHY, KRE, BRK.B | 13F-HR | Feb 7, 2024 | 000175092424000002 | ||
700 | $233.24 M | SHY, REM, BRK.B, KRE | 13F-HR | Dec 6, 2023 | 000175092423000005 | ||
647 | $244.55 M | SPDR SER TR, SHY, REM, BRK.B | 13F-HR | Aug 21, 2023 | 000175092423000003 | ||
141 | $226.69 M | SPDR SER TR, SHY, KRE, REM | 13F-HR | May 15, 2023 | 000175092423000002 | ||
133 | $241.74 M | SPDR SER TR, SHY, REM, KRE | 13F-HR | Feb 14, 2023 | 000175092423000001 | ||
96 | $208.02 M | SPDR SER TR, KRE, GQ9, SPSB | 13F-HR | Nov 17, 2022 | 000175092422000007 | ||
101 | $252.83 M | SPDR SER TR, KRE, GQ9, SPSB | 13F-HR | Aug 12, 2022 | 000175092422000005 | ||
90 | $216.04 M | SPDR SER TR, KRE, BUNGE LIMITED, FTGC | 13F-HR | May 16, 2022 | 000175092422000004 | ||
98 | $228.66 M | KRE, AMZN, BUNGE LIMITED, AMLP | 13F-HR | Feb 7, 2022 | 000175092422000002 | ||
99 | $224.16 M | SPY, AMZN, MSFT, NDQ | 13F-HR | Nov 8, 2021 | 000175092421000005 | ||
91 | $224.41 M | SPY, NDQ, AMZN, AMLP | 13F-HR | Aug 10, 2021 | 000175092421000003 | ||
113 | $208.74 M | SPY, KRE, AMZN, NDQ | 13F-HR | May 14, 2021 | 000175092421000002 | ||
137 | $198.39 M | KRE, SPY, NDQ, IVV | 13F-HR | Feb 8, 2021 | 000175092421000001 | ||
126 | $231.69 M | KRE, NDQ, BAC, AMZN | 13F-HR | Nov 12, 2020 | 000175092420000004 | ||
106 | $246.92 M | KRE, NDQ, BAC, PFE | 13F-HR | Aug 14, 2020 | 000175092420000003 | ||
115 | $213.57 M | SPY, NDQ, IWB, BAC | 13F-HR | May 15, 2020 | 000175092420000002 | ||
125 | $240.85 M | KRE, IWB, VTI, ILCV | 13F-HR | Jan 30, 2020 | 000175092420000001 | ||
132 | $364.81 M | USMV, SPY, NEAR, NDQ | 13F-HR | Nov 14, 2019 | 000175092419000004 | ||
127 | $348.20 M | USMV, SPY, NEAR, NDQ | 13F-HR | Aug 14, 2019 | 000175092419000003 | ||
127 | $355.88 M | USMV, KRE, NEAR, SHV | 13F-HR | May 10, 2019 | 000175092419000002 | ||
105 | $308.79 M | USMV, NEAR, SPY, NDQ | 13F-HR | Feb 14, 2019 | 000175092419000001 |