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
Tip: Access up to 7 years of quarterly data
Positions held by Crosspoint Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Crosspoint Financial
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 | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 30.9 | $3.6M | 8.6k | 420.52 |
|
|
| Ishares Tr Cybersecurity (IHAK) | 17.4 | $2.0M | +6% | 44k | 46.85 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 13.2 | $1.5M | 4.6k | 336.33 |
|
|
| Etf Ser Solutions Defiance Next (FIVG) | 12.0 | $1.4M | -5% | 36k | 39.08 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) | 7.1 | $835k | 23k | 36.21 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 6.1 | $717k | 17k | 42.01 |
|
|
| Meta Platforms Cl A (META) | 4.0 | $469k | -2% | 965.00 | 485.58 |
|
| Coinbase Global Com Cl A (COIN) | 2.6 | $306k | -11% | 1.2k | 265.14 |
|
| East West Ban (EWBC) | 2.2 | $259k | 3.3k | 79.11 |
|
|
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 1.9 | $217k | NEW | 5.0k | 42.92 |
|
| Microstrategy Cl A New (MSTR) | 1.8 | $213k | NEW | 125.00 | 1704.56 |
|
| New York Community Ban (NYCB) | 0.6 | $71k | NEW | 22k | 3.22 |
|
| Microvast Holdings *w Exp 04/01/202 (MVSTW) | 0.0 | $1.1k | 10k | 0.11 |
|
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