Crosspoint Financial, LLC Top Holdings and 13F Report (2025) About Crosspoint Financial, LLCInvestment ActivityCrosspoint Financial, LLC has $37.35 million in total holdings as of June 30, 2025.Crosspoint Financial, LLC owns shares of 33 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.77% of the portfolio was purchased this quarter.About 1.67% of the portfolio was sold this quarter.This quarter, Crosspoint Financial, LLC has purchased 30 new stocks and bought additional shares in 4 stocks.Crosspoint Financial, LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Innovator U.S. Equity Accelerated 9 Buffer ETF - April $13,074,766Berkshire Hathaway $4,201,425iShares Cybersecurity and Tech ETF $2,776,550Innovator U.S. Equity Accelerated 9 Buffer ETF - October $1,479,942Direxion HCM Tactical Enhanced U.S. ETF $1,386,291 Largest New Holdings this Quarter 19260Q107 - Coinbase Global $404,152 Holding69608A108 - PALANTIR TECHNOLOGIES INC $306,720 Holding25460G781 - Direxion Daily Gold Miners Index Bull 2x Shares $282,492 Holding33740U596 - FIRST TR EXCHNG TRADED FD VI $263,174 Holding Largest Purchases this Quarter Coinbase Global 1,153 shares (about $404.15K)PALANTIR TECHNOLOGIES INC 2,250 shares (about $306.72K)Direxion Daily Gold Miners Index Bull 2x Shares 3,800 shares (about $282.49K)FIRST TR EXCHNG TRADED FD VI 7,500 shares (about $263.17K)iShares Cybersecurity and Tech ETF 1,244 shares (about $66.19K) Largest Sales this Quarter Innovator U.S. Equity Accelerated 9 Buffer ETF - October 3,342 shares (about $106.44K)Innovator U.S. Equity Accelerated 9 Buffer ETF - April 2,146 shares (about $78.84K)Microsoft 111 shares (about $55.21K)Amazon.com 238 shares (about $52.21K)VanEck Oil Services ETF 104 shares (about $23.95K) 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$13,074,766$78,844 ▼-0.6%355,87335.0%ETFBRK.BBerkshire Hathaway$4,201,4250.0%8,64911.2%FinanceIHAKiShares Cybersecurity and Tech ETF$2,776,550$66,193 ▲2.4%52,1817.4%ETFXBOCInnovator U.S. Equity Accelerated 9 Buffer ETF - October$1,479,942$106,443 ▼-6.7%46,4664.0%ETFHCMTDirexion HCM Tactical Enhanced U.S. ETF$1,386,291$63,108 ▲4.8%42,5503.7%ETFFIVGDefiance Next Gen Connectivity ETF$1,155,1800.0%21,8953.1%ETFIAUiShares Gold Trust$1,110,3820.0%17,8063.0%FinanceUFEBInnovator U.S. Equity Ultra Buffer ETF - February$1,068,4810.0%31,1412.9%ETFISHARES TR$946,7110.0%34,4132.5%LARGE CAP MAX BUOIHVanEck Oil Services ETF$876,714$23,950 ▼-2.7%3,8072.3%ETFXBJLInnovator U.S. Equity Accelerated 9 Buffer ETF - July$800,5570.0%22,2502.1%ETFMETAMeta Platforms$712,2570.0%9651.9%Computer and TechnologyMSTRMicroStrategy$649,1930.0%1,6061.7%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$646,694$9,383 ▼-1.4%7,0991.7%ETFNVDANVIDIA$580,896$12,638 ▼-2.1%3,6771.6%Computer and TechnologyXBJAInnovator U.S. Equity Accelerated 9 Buffer ETF - January$524,4360.0%17,4001.4%ETFINNOVATOR ETFS TRUST$514,6270.0%18,8751.4%EQUITY DEFINEDDBX ETF TR$512,292$20,237 ▲4.1%15,0621.4%XTRACKERS US NATISHARES TR$494,6410.0%19,1721.3%LARGE CAP MAX BUCOINCoinbase Global$404,152$404,152 ▲New Holding1,1531.1%FinanceBAUGInnovator U.S. Equity Buffer ETF - August$393,362$5,154 ▼-1.3%8,5481.1%ETFIGLDFT Vest Gold Strategy Target Income ETF$357,380$999 ▲0.3%16,4621.0%ETFEWBCEast West Bancorp$331,1130.0%3,2790.9%FinanceINNOVATOR ETFS TRUST$320,0560.0%13,1270.9%EQUITY DEF PROTNAVMAAvantis Moderate Allocation ETF$307,3480.0%5,0000.8%ETFPALANTIR TECHNOLOGIES INC$306,720$306,720 ▲New Holding2,2500.8%CL AFIRST TR EXCHNG TRADED FD VI$295,9600.0%8,0000.8%FT VEST US EQTAMZNAmazon.com$285,646$52,215 ▼-15.5%1,3020.8%Retail/WholesaleNUGTDirexion Daily Gold Miners Index Bull 2x Shares$282,492$282,492 ▲New Holding3,8000.8%ETFFIRST TR EXCHNG TRADED FD VI$263,174$263,174 ▲New Holding7,5000.7%VEST US EQU ENHAMSFTMicrosoft$256,166$55,212 ▼-17.7%5150.7%Computer and TechnologyLCIDLucid Group$29,5400.0%14,0000.1%Auto/Tires/TrucksMVSTWMicrovast$3,6700.0%10,0000.0%IndustrialsAAPLApple$0$281,439 ▼-100.0%00.0%Computer and TechnologyShowing 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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