Crosspoint Financial, LLC Top Holdings and 13F Report (2025) About Crosspoint Financial, LLCInvestment ActivityCrosspoint Financial, LLC has $34.54 million in total holdings as of March 31, 2025.Crosspoint Financial, LLC owns shares of 30 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 26.38% of the portfolio was purchased this quarter.About 3.51% of the portfolio was sold this quarter.This quarter, Crosspoint Financial, LLC has purchased 18 new stocks and bought additional shares in 6 stocks.Crosspoint Financial, LLC sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings Innovator U.S. Equity Accelerated 9 Buffer ETF - April $12,498,436Berkshire Hathaway $4,606,284iShares Cybersecurity and Tech ETF $2,393,031Innovator U.S. Equity Accelerated 9 Buffer ETF - October $1,483,185Direxion HCM Tactical Enhanced U.S. ETF $1,226,919 Largest New Holdings this Quarter 45783Y848 - Innovator U.S. Equity Accelerated 9 Buffer ETF - October $1,483,185 Holding25461A726 - Direxion HCM Tactical Enhanced U.S. ETF $1,226,919 Holding45782C425 - Innovator U.S. Equity Ultra Buffer ETF - February $1,008,668 Holding46438G612 - ISHARES TR $887,520 Holding45783Y889 - Innovator U.S. Equity Accelerated 9 Buffer ETF - July $752,838 Holding Largest Purchases this Quarter Innovator U.S. Equity Accelerated 9 Buffer ETF - October 49,808 shares (about $1.48M)Direxion HCM Tactical Enhanced U.S. ETF 40,613 shares (about $1.23M)Innovator U.S. Equity Ultra Buffer ETF - February 31,141 shares (about $1.01M)ISHARES TR 34,413 shares (about $887.52K)Innovator U.S. Equity Accelerated 9 Buffer ETF - July 22,250 shares (about $752.84K) Largest Sales this Quarter Defiance Next Gen Connectivity ETF 12,135 shares (about $515.74K)VanEck Oil Services ETF 633 shares (about $165.92K)Innovator U.S. Equity Accelerated 9 Buffer ETF - April 2,610 shares (about $91.12K)Microsoft 192 shares (about $72.07K)Apple 97 shares (about $21.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrosspoint Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXBAPInnovator U.S. Equity Accelerated 9 Buffer ETF - April$12,498,436$91,115 ▼-0.7%358,01936.2%ETFBRK.BBerkshire Hathaway$4,606,284$23,434 ▲0.5%8,64913.3%FinanceIHAKiShares Cybersecurity and Tech ETF$2,393,031$117,779 ▲5.2%50,9376.9%ETFXBOCInnovator U.S. Equity Accelerated 9 Buffer ETF - October$1,483,185$1,483,185 ▲New Holding49,8084.3%ETFHCMTDirexion HCM Tactical Enhanced U.S. ETF$1,226,919$1,226,919 ▲New Holding40,6133.6%ETFIAUiShares Gold Trust$1,049,842$44,220 ▲4.4%17,8063.0%FinanceOIHVanEck Oil Services ETF$1,025,151$165,922 ▼-13.9%3,9113.0%ETFUFEBInnovator U.S. Equity Ultra Buffer ETF - February$1,008,668$1,008,668 ▲New Holding31,1412.9%ETFFIVGDefiance Next Gen Connectivity ETF$930,538$515,738 ▼-35.7%21,8952.7%ETFISHARES TR$887,520$887,520 ▲New Holding34,4132.6%LARGE CAP MAX BUXBJLInnovator U.S. Equity Accelerated 9 Buffer ETF - July$752,838$752,838 ▲New Holding22,2502.2%ETFAVUVAvantis U.S. Small Cap Value ETF$627,823$310,250 ▲97.7%7,2021.8%ETFMETAMeta Platforms$556,1870.0%9651.6%Computer and TechnologyINNOVATOR ETFS TRUST$493,9300.0%18,8751.4%EQUITY DEFINEDXBJAInnovator U.S. Equity Accelerated 9 Buffer ETF - January$491,202$491,202 ▲New Holding17,4001.4%ETFISHARES TR$478,343$478,343 ▲New Holding19,1721.4%LARGE CAP MAX BUMSTRStrategy$462,962$462,962 ▲New Holding1,6061.3%Computer and TechnologyDBX ETF TR$432,444$432,444 ▲New Holding14,4671.3%XTRACKERS US NATNVDANVIDIA$407,156$759 ▲0.2%3,7571.2%Computer and TechnologyBAUGInnovator U.S. Equity Buffer ETF - August$367,617$367,617 ▲New Holding8,6601.1%ETFIGLDFT Vest Gold Strategy Target Income ETF$344,248$112,212 ▲48.4%16,4161.0%ETFINNOVATOR ETFS TRUST$310,585$310,585 ▲New Holding13,1270.9%EQUITY DEF PROTNEWBCEast West Bancorp$294,3230.0%3,2790.9%FinanceAMZNAmazon.com$293,000$19,026 ▼-6.1%1,5400.8%Retail/WholesaleAVMAAvantis Moderate Allocation ETF$290,100$290,100 ▲New Holding5,0000.8%ETFAAPLApple$281,439$21,547 ▼-7.1%1,2670.8%Computer and TechnologyFIRST TR EXCHNG TRADED FD VI$277,960$277,960 ▲New Holding8,0000.8%FT VEST US EQTMSFTMicrosoft$234,994$72,075 ▼-23.5%6260.7%Computer and TechnologyLCIDLucid Group$33,880$33,880 ▲New Holding14,0000.1%Auto/Tires/TrucksMVSTWMicrovast$1,8570.0%10,0000.0%IndustrialsCOINCoinbase Global$0$256,256 ▼-100.0%00.0%FinanceNYCBNew York Community Bancorp$0$70,914 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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