Crosspoint Financial, LLC Top Holdings and 13F Report (2024) → Rich Dad Poor Dad Author Shocks Millions With 2024 Crash Warning (From American Hartford Gold Group) (Ad) About Crosspoint Financial, LLCInvestment ActivityCrosspoint Financial, LLC has $11.70 million in total holdings as of March 31, 2024.Crosspoint Financial, LLC owns shares of 13 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 5.35% of the portfolio was purchased this quarter.About 1.68% of the portfolio was sold this quarter.This quarter, Crosspoint Financial, LLC has purchased 11 new stocks and bought additional shares in 1 stock.Crosspoint Financial, LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $3,618,576iShares Cybersecurity and Tech ETF $2,039,009VanEck Oil Services ETF $1,548,460Defiance Next Gen Connectivity ETF $1,404,144FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June $834,641 Largest New Holdings this Quarter Direxion Daily Small Cap Bull 3X Shares $216,651 HoldingMicroStrategy $213,070 HoldingNew York Community Bancorp $70,840 Holding Largest Purchases this Quarter Direxion Daily Small Cap Bull 3X Shares 5,048 shares (about $216.65K)MicroStrategy 125 shares (about $213.07K)iShares Cybersecurity and Tech ETF 2,665 shares (about $124.86K)New York Community Bancorp 22,000 shares (about $70.84K) Largest Sales this Quarter Defiance Next Gen Connectivity ETF 2,050 shares (about $80.11K)Coinbase Global 150 shares (about $39.77K)VanEck Oil Services ETF 85 shares (about $28.59K)Meta Platforms 20 shares (about $9.71K) 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 PortfolioSectorBRK.BBerkshire Hathaway$3,618,5760.0%8,60530.9%FinanceIHAKiShares Cybersecurity and Tech ETF$2,039,009$124,855 ▲6.5%43,52217.4%ETFOIHVanEck Oil Services ETF$1,548,460$28,588 ▼-1.8%4,60413.2%ETFFIVGDefiance Next Gen Connectivity ETF$1,404,144$80,114 ▼-5.4%35,93012.0%ETFXJUNFT Vest U.S. Equity Enhance & Moderate Buffer ETF - June$834,6410.0%23,0507.1%ETFIAUiShares Gold Trust$716,5240.0%17,0566.1%FinanceMETAMeta Platforms$468,585$9,712 ▼-2.0%9654.0%Computer and TechnologyCOINCoinbase Global$305,711$39,772 ▼-11.5%1,1532.6%FinanceEWBCEast West Bancorp$259,4020.0%3,2792.2%FinanceTNADirexion Daily Small Cap Bull 3X Shares$216,651$216,651 ▲New Holding5,0481.9%ETFMSTRMicroStrategy$213,070$213,070 ▲New Holding1251.8%Computer and TechnologyNYCBNew York Community Bancorp$70,840$70,840 ▲New Holding22,0000.6%FinanceMVSTWMicrovast$1,0660.0%10,0000.0%IndustrialsALLOAllogene Therapeutics$0$38,520 ▼-100.0%00.0%MedicalShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
