Crosspoint Financial
Latest statistics and disclosures from Crosspoint Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, IHAK, OIH, FIVG, XJUN, and represent 80.75% of Crosspoint Financial's stock portfolio.
- Added to shares of these 4 stocks: TNA, MSTR, IHAK, NYCB.
- Started 3 new stock positions in MSTR, TNA, NYCB.
- Reduced shares in these 5 stocks: FIVG, COIN, ALLO, OIH, META.
- Sold out of its position in ALLO.
- Crosspoint Financial was a net buyer of stock by $429k.
- Crosspoint Financial has $12M in assets under management (AUM), dropping by 16.22%.
- Central Index Key (CIK): 0001927769
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Crosspoint Financial holds 13 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 30.9 | $3.6M | 8.6k | 420.52 |
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Ishares Tr Cybersecurity (IHAK) | 17.4 | $2.0M | +6% | 44k | 46.85 |
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Vaneck Etf Trust Oil Services Etf (OIH) | 13.2 | $1.5M | 4.6k | 336.33 |
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Etf Ser Solutions Defiance Next (FIVG) | 12.0 | $1.4M | -5% | 36k | 39.08 |
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First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) | 7.1 | $835k | 23k | 36.21 |
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Ishares Gold Tr Ishares New (IAU) | 6.1 | $717k | 17k | 42.01 |
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Meta Platforms Cl A (META) | 4.0 | $469k | -2% | 965.00 | 485.58 |
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Coinbase Global Com Cl A (COIN) | 2.6 | $306k | -11% | 1.2k | 265.14 |
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East West Ban (EWBC) | 2.2 | $259k | 3.3k | 79.11 |
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Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 1.9 | $217k | NEW | 5.0k | 42.92 |
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Microstrategy Cl A New (MSTR) | 1.8 | $213k | NEW | 125.00 | 1704.56 |
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New York Community Ban (NYCB) | 0.6 | $71k | NEW | 22k | 3.22 |
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Microvast Holdings *w Exp 04/01/202 (MVSTW) | 0.0 | $1.1k | 10k | 0.11 |
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Past Filings by Crosspoint Financial
SEC 13F filings are viewable for Crosspoint Financial going back to 2022
- Crosspoint Financial 2024 Q1 filed April 24, 2024
- Crosspoint Financial 2023 Q4 filed Feb. 7, 2024
- Crosspoint Financial 2023 Q3 filed Nov. 14, 2023
- Crosspoint Financial 2023 Q2 filed Aug. 10, 2023
- Crosspoint Financial 2023 Q1 filed May 12, 2023
- Crosspoint Financial 2022 Q4 filed Feb. 8, 2023