Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Crosspoint Financial

Latest statistics and disclosures from Crosspoint Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are XBAP, BRK.B, IHAK, OIH, SIXG, and represent 71.30% of Crosspoint Financial's stock portfolio.
Added to shares of these 10 stocks: Ishares Tr, XBJL, CRTC, BAUG, XBOC, TNA, GAUG, AVUV, MSTR, IGLD.
Started 8 new stock positions in CRTC, BAUG, MSTR, Ishares Tr, XBJL, XBOC, TNA, GAUG.
Reduced shares in these 5 stocks: SIXG, New York Community Ban, XBAP, OIH, IHAK.
Sold out of its position in New York Community Ban.
Crosspoint Financial was a net buyer of stock by $3.5M.
Crosspoint Financial has $29M in assets under management (AUM), dropping by 18.86%.
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 25 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Innovator Etfs Trust Us Equity Accele (XBAP)	41.2	$12M		359k	33.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	13.6	$4.0M		8.6k	460.26	View chart
Ishares Tr Cybersecurity (IHAK)	8.1	$2.3M		48k	48.74	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	4.4	$1.3M		4.5k	283.71	View chart
Etf Ser Solutions Defiance Connect (SIXG)	4.1	$1.2M	-19%	27k	43.38	View chart
Ishares Tr Large Cap Max Bu	3.1	$894k	NEW	34k	25.99	View chart
Ishares Gold Tr Ishares New (IAU)	2.9	$848k		17k	49.70	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	2.6	$745k	NEW	22k	33.48	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.0	$582k	+66%	6.1k	95.95	View chart
Meta Platforms Cl A (META)	1.9	$552k		965.00	572.44	View chart
Innovator Etfs Trust Equity Defined (AAPR)	1.7	$495k		19k	26.22	View chart
NVIDIA Corporation (NVDA)	1.6	$456k		3.8k	121.43	View chart
Dbx Etf Tr Xtrackers Us Nat (CRTC)	1.6	$454k	NEW	15k	31.41	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	1.3	$379k	NEW	8.9k	42.78	View chart
Microsoft Corporation (MSFT)	1.2	$352k		818.00	430.30	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	1.2	$347k	+45%	16k	21.57	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	1.2	$343k	NEW	12k	29.74	View chart
Apple (AAPL)	1.1	$318k		1.4k	233.00	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	1.1	$317k	NEW	7.1k	44.34	View chart
Amazon (AMZN)	1.0	$306k		1.6k	186.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	1.0	$278k	NEW	8.0k	34.77	View chart
East West Ban (EWBC)	0.9	$271k		3.3k	82.74	View chart
Microstrategy Cl A New (MSTR)	0.7	$211k	NEW	1.3k	168.60	View chart
Coinbase Global Com Cl A (COIN)	0.7	$205k		1.2k	178.19	View chart
Microvast Holdings *w Exp 04/01/202 (MVSTW)	0.0	$281.000000		10k	0.03	View chart

Past Filings by Crosspoint Financial

SEC 13F filings are viewable for Crosspoint Financial going back to 2022

Crosspoint Financial 2024 Q3 filed Oct. 18, 2024
Crosspoint Financial 2024 Q2 filed July 26, 2024
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z