DecisionPoint Financial
Latest statistics and disclosures from DecisionPoint Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, VCIT, DFCF, DFIC, HOMB, and represent 63.32% of DecisionPoint Financial's stock portfolio.
- Added to shares of these 10 stocks: DFAC, DFIC, DFAS, VCSH, VCIT, DFEM, DFCF, VNQ, NVDA, DFAU.
- Started 4 new stock positions in BOOM, WMT, Trevena, SMCI.
- Reduced shares in these 10 stocks: HOMB, DFAI, SCHI, SGOV, DFAE, SLQD, DFAX, FSCO, VWO, MO.
- Sold out of its positions in FSCO, TRVN, VHAI.
- DecisionPoint Financial was a net buyer of stock by $10M.
- DecisionPoint Financial has $316M in assets under management (AUM), dropping by 5.92%.
- Central Index Key (CIK): 0001938514
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Portfolio Holdings for DecisionPoint Financial
DecisionPoint Financial holds 241 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 | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 31.0 | $98M | +4% | 2.9M | 34.29 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 11.8 | $37M | +2% | 446k | 83.75 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 7.0 | $22M | +3% | 509k | 43.19 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 6.9 | $22M | +13% | 770k | 28.14 |
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| Home BancShares (HOMB) | 6.6 | $21M | -2% | 775k | 27.09 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 6.5 | $21M | -2% | 646k | 31.78 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 6.1 | $19M | +6% | 299k | 64.86 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 5.6 | $18M | 180k | 97.42 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.7 | $8.4M | +12% | 106k | 79.42 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 2.1 | $6.6M | +14% | 236k | 28.15 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.8 | $5.7M | -2% | 207k | 27.41 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 1.7 | $5.5M | 109k | 50.43 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 1.5 | $4.6M | 180k | 25.64 |
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| Microsoft Corporation (MSFT) | 1.0 | $3.3M | 7.6k | 430.32 |
|
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 1.0 | $3.2M | -8% | 69k | 46.16 |
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| Apple (AAPL) | 0.8 | $2.6M | 11k | 233.00 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.4M | 4.9k | 283.16 |
|
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| Marriott Intl Cl A (MAR) | 0.4 | $1.2M | 4.8k | 248.60 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.1M | 2.1k | 527.78 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $789k | 15k | 52.81 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $748k | -2% | 16k | 47.85 |
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| Republic Services (RSG) | 0.2 | $693k | 3.5k | 200.84 |
|
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| Amazon (AMZN) | 0.2 | $655k | 3.5k | 186.33 |
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| Meta Platforms Cl A (META) | 0.2 | $552k | +2% | 964.00 | 572.50 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $540k | -8% | 20k | 27.01 |
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| Gladstone Ld (LAND) | 0.2 | $538k | 39k | 13.90 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $527k | +12% | 13k | 39.69 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $491k | 1.3k | 375.38 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.2 | $490k | 10k | 48.54 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $456k | 1.9k | 237.21 |
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| NVIDIA Corporation (NVDA) | 0.1 | $340k | +25% | 2.8k | 121.46 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 0.1 | $324k | 5.1k | 63.46 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $323k | 2.7k | 119.70 |
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| Citigroup Com New (C) | 0.1 | $250k | 4.0k | 62.60 |
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| Regions Financial Corporation (RF) | 0.1 | $250k | 11k | 23.33 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $246k | -46% | 2.4k | 100.72 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $246k | +22% | 1.5k | 165.88 |
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| American Express Company (AXP) | 0.1 | $224k | 825.00 | 271.05 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $205k | 2.5k | 83.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $168k | 365.00 | 460.26 |
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| Home Depot (HD) | 0.1 | $162k | 400.00 | 405.20 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $155k | 268.00 | 577.87 |
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| Teradyne (TER) | 0.0 | $134k | 1.0k | 133.93 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $129k | 2.8k | 46.98 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $129k | 610.00 | 210.86 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $121k | 1.4k | 83.63 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $118k | +3% | 1.7k | 70.61 |
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| Merck & Co (MRK) | 0.0 | $114k | 1.0k | 113.56 |
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| Clean Harbors (CLH) | 0.0 | $112k | 465.00 | 241.71 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $112k | 1.4k | 78.69 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $107k | 406.00 | 263.83 |
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| Oracle Corporation (ORCL) | 0.0 | $107k | 625.00 | 170.40 |
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| ConocoPhillips (COP) | 0.0 | $105k | 1.0k | 105.28 |
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.0 | $105k | -4% | 1.7k | 63.34 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $104k | 177.00 | 586.53 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $102k | 1.5k | 68.28 |
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| Xylem (XYL) | 0.0 | $101k | 750.00 | 135.03 |
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| Two Rds Shared Tr Anfield Us Equ (AESR) | 0.0 | $99k | 5.8k | 16.99 |
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| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $95k | 1.0k | 95.03 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $91k | 545.00 | 167.21 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $85k | 135.00 | 631.82 |
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| Pfizer (PFE) | 0.0 | $80k | 2.8k | 28.94 |
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| Summit Matls Cl A (SUM) | 0.0 | $79k | 2.0k | 39.03 |
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| ON Semiconductor (ON) | 0.0 | $73k | 1.0k | 72.61 |
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| Advanced Micro Devices (AMD) | 0.0 | $67k | 409.00 | 164.08 |
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| Phillips 66 (PSX) | 0.0 | $66k | 500.00 | 131.45 |
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| CVS Caremark Corporation (CVS) | 0.0 | $63k | 1.0k | 62.88 |
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| Intuit (INTU) | 0.0 | $62k | 100.00 | 621.00 |
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| General Mills (GIS) | 0.0 | $62k | 836.00 | 73.85 |
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| Shopify Cl A (SHOP) | 0.0 | $60k | 750.00 | 80.14 |
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| American Intl Group Com New (AIG) | 0.0 | $59k | 800.00 | 73.23 |
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| Pure Storage Cl A (PSTG) | 0.0 | $58k | 1.2k | 50.24 |
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| Graphic Packaging Holding Company (GPK) | 0.0 | $58k | 2.0k | 29.59 |
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| Johnson & Johnson (JNJ) | 0.0 | $58k | +14% | 355.00 | 162.06 |
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| Nike CL B (NKE) | 0.0 | $57k | 640.00 | 88.40 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $56k | 800.00 | 70.54 |
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| Hp (HPQ) | 0.0 | $54k | +26% | 1.5k | 35.87 |
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| Paychex (PAYX) | 0.0 | $53k | 394.00 | 134.19 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $53k | 1.8k | 29.05 |
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| Two Rds Shared Tr Anfield Unvl Etf (AFIF) | 0.0 | $52k | 5.6k | 9.22 |
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| Consolidated Edison (ED) | 0.0 | $52k | 500.00 | 104.13 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $51k | 408.00 | 125.62 |
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| Pepsi (PEP) | 0.0 | $51k | 300.00 | 170.05 |
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| Dell Technologies CL C (DELL) | 0.0 | $50k | +29% | 422.00 | 118.66 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $50k | 664.00 | 75.11 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $46k | 208.00 | 220.89 |
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| Chevron Corporation (CVX) | 0.0 | $44k | 300.00 | 147.27 |
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| Cisco Systems (CSCO) | 0.0 | $43k | 810.00 | 53.22 |
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| Progressive Corporation (PGR) | 0.0 | $41k | 160.00 | 253.76 |
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| LKQ Corporation (LKQ) | 0.0 | $39k | 988.00 | 39.92 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $39k | 1.0k | 38.08 |
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| FedEx Corporation (FDX) | 0.0 | $39k | 143.00 | 273.69 |
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| Procter & Gamble Company (PG) | 0.0 | $39k | 225.00 | 173.20 |
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| Hannon Armstrong (HASI) | 0.0 | $35k | 1.0k | 34.47 |
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| Tesla Motors (TSLA) | 0.0 | $34k | -12% | 128.00 | 261.63 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $34k | 612.00 | 54.68 |
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| Berry Plastics (BERY) | 0.0 | $33k | 491.00 | 67.98 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $33k | 560.00 | 59.02 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $33k | 243.00 | 135.44 |
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| Mid-America Apartment (MAA) | 0.0 | $32k | 200.00 | 158.90 |
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| Starbucks Corporation (SBUX) | 0.0 | $32k | 325.00 | 97.49 |
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| Soundhound Ai Class A Com (SOUN) | 0.0 | $32k | 6.8k | 4.66 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $30k | 564.00 | 53.95 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $28k | 1.0k | 27.69 |
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| Yum! Brands (YUM) | 0.0 | $28k | 200.00 | 139.71 |
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| General Dynamics Corporation (GD) | 0.0 | $28k | 92.00 | 303.08 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $27k | 220.00 | 121.16 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $26k | 225.00 | 116.99 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $26k | 420.00 | 62.32 |
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| Bristol Myers Squibb (BMY) | 0.0 | $26k | 505.00 | 51.74 |
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| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.0 | $26k | 910.00 | 28.46 |
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| Qualys (QLYS) | 0.0 | $26k | 200.00 | 128.46 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $25k | 265.00 | 95.75 |
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| Coca-Cola Company (KO) | 0.0 | $25k | 350.00 | 71.86 |
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| At&t (T) | 0.0 | $24k | 1.1k | 22.00 |
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| UnitedHealth (UNH) | 0.0 | $23k | 40.00 | 584.70 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.0 | $23k | 486.00 | 47.73 |
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| Micron Technology (MU) | 0.0 | $23k | 220.00 | 103.54 |
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| Masco Corporation (MAS) | 0.0 | $23k | 268.00 | 83.94 |
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| Crown Holdings (CCK) | 0.0 | $22k | 229.00 | 95.88 |
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| Snap-on Incorporated (SNA) | 0.0 | $21k | 74.00 | 289.72 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $21k | 102.00 | 202.76 |
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| Wal-Mart Stores (WMT) | 0.0 | $21k | NEW | 256.00 | 80.75 |
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| Dominion Resources (D) | 0.0 | $21k | 355.00 | 57.79 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $20k | 101.00 | 200.38 |
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| Super Micro Computer (SMCI) | 0.0 | $20k | NEW | 47.00 | 416.40 |
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| National Retail Properties (NNN) | 0.0 | $19k | 400.00 | 48.49 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $19k | 169.00 | 109.91 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $18k | 89.00 | 206.57 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $18k | 100.00 | 177.36 |
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| Carrier Global Corporation (CARR) | 0.0 | $18k | 220.00 | 80.49 |
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| Host Hotels & Resorts (HST) | 0.0 | $17k | 935.00 | 17.60 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $16k | 81.00 | 197.17 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $15k | 516.00 | 29.48 |
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| Pinnacle Financial Partners (PNFP) | 0.0 | $15k | 148.00 | 97.97 |
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| Ally Financial (ALLY) | 0.0 | $14k | 400.00 | 35.59 |
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| Eli Lilly & Co. (LLY) | 0.0 | $14k | 16.00 | 887.06 |
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| Public Storage (PSA) | 0.0 | $14k | 39.00 | 363.87 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $14k | +325% | 51.00 | 276.76 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $14k | 24.00 | 575.62 |
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| Valero Energy Corporation (VLO) | 0.0 | $14k | 100.00 | 135.03 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $13k | 126.00 | 106.00 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $13k | 66.00 | 200.79 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $13k | 111.00 | 117.23 |
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| American Homes 4 Rent Cl A (AMH) | 0.0 | $13k | 335.00 | 38.39 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.0 | $13k | 415.00 | 30.81 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $13k | 410.00 | 30.80 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $13k | 237.00 | 53.24 |
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| Intel Corporation (INTC) | 0.0 | $13k | 532.00 | 23.46 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $12k | 240.00 | 51.50 |
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| Dollar General (DG) | 0.0 | $12k | 144.00 | 84.58 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $11k | 110.00 | 103.95 |
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| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $11k | 600.00 | 18.15 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $11k | 187.00 | 57.41 |
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| Lendingclub Corp Com New (LC) | 0.0 | $10k | 900.00 | 11.43 |
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| Altria (MO) | 0.0 | $10k | -60% | 200.00 | 51.04 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $10k | 700.00 | 14.57 |
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| Prologis (PLD) | 0.0 | $10k | 80.00 | 126.29 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $10k | 128.00 | 78.05 |
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| Caterpillar (CAT) | 0.0 | $9.8k | 25.00 | 391.12 |
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| Deere & Company (DE) | 0.0 | $9.6k | 23.00 | 417.35 |
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| Southwest Airlines (LUV) | 0.0 | $9.1k | 306.00 | 29.63 |
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| Yum China Holdings (YUMC) | 0.0 | $9.0k | 200.00 | 45.02 |
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| Verizon Communications (VZ) | 0.0 | $9.0k | 200.00 | 44.91 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $8.9k | 200.00 | 44.26 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $8.8k | 23.00 | 383.96 |
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| Barclays Adr (BCS) | 0.0 | $8.5k | 700.00 | 12.15 |
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| Mannkind Corp Com New (MNKD) | 0.0 | $8.5k | 1.3k | 6.29 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $8.4k | 200.00 | 41.77 |
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| Linde SHS (LIN) | 0.0 | $8.1k | 17.00 | 476.88 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $7.9k | 66.00 | 119.08 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $7.9k | 51.00 | 154.04 |
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| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $7.8k | 108.00 | 72.18 |
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| Shell Spon Ads (SHEL) | 0.0 | $6.6k | 100.00 | 65.95 |
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| Viatris (VTRS) | 0.0 | $6.5k | 557.00 | 11.61 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $6.3k | 36.00 | 174.58 |
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| Crown Castle Intl (CCI) | 0.0 | $5.9k | 50.00 | 118.64 |
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| Enterprise Products Partners (EPD) | 0.0 | $5.8k | 200.00 | 29.11 |
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| Walt Disney Company (DIS) | 0.0 | $5.7k | 59.00 | 96.20 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $5.6k | 25.00 | 225.76 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $5.6k | 32.00 | 173.69 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $5.4k | 145.00 | 37.20 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $5.4k | 11.00 | 488.09 |
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| Kimbell Rty Partners Unit (KRP) | 0.0 | $5.0k | +2% | 311.00 | 16.11 |
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| Zoom Video Communications In Cl A (ZM) | 0.0 | $4.7k | 68.00 | 69.75 |
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| Traeger Common Stock (COOK) | 0.0 | $4.4k | 1.2k | 3.68 |
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| Palo Alto Networks (PANW) | 0.0 | $4.4k | 13.00 | 341.85 |
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| Diana Shipping (DSX) | 0.0 | $4.4k | +2% | 1.7k | 2.57 |
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| Ubs Group SHS (UBS) | 0.0 | $4.2k | 136.00 | 30.91 |
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| Waste Management (WM) | 0.0 | $4.2k | 20.00 | 207.60 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $4.1k | 308.00 | 13.43 |
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| Enbridge (ENB) | 0.0 | $4.1k | 100.00 | 40.61 |
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| MGM Resorts International. (MGM) | 0.0 | $3.9k | 100.00 | 39.12 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $3.8k | 372.00 | 10.18 |
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| 3M Company (MMM) | 0.0 | $3.4k | 25.00 | 137.44 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $3.3k | 4.00 | 833.25 |
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| Vici Pptys (VICI) | 0.0 | $3.3k | 100.00 | 33.31 |
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| Columbia Banking System (COLB) | 0.0 | $3.3k | 126.00 | 26.11 |
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| Cibc Cad (CM) | 0.0 | $3.2k | 52.00 | 61.35 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $3.1k | 32.00 | 96.59 |
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| Global X Fds Global X Uranium (URA) | 0.0 | $2.9k | 100.00 | 28.61 |
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| Netflix (NFLX) | 0.0 | $2.8k | 4.00 | 709.50 |
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| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.0 | $2.8k | 100.00 | 27.81 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $2.7k | 10.00 | 267.40 |
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| Daqo New Energy Corp Spnsrd Ads New (DQ) | 0.0 | $2.5k | 125.00 | 20.38 |
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| Rocket Lab Usa (RKLB) | 0.0 | $2.4k | 247.00 | 9.73 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $2.3k | 13.00 | 178.62 |
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| Boeing Company (BA) | 0.0 | $2.3k | 15.00 | 152.07 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $2.2k | 55.00 | 39.20 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $2.1k | 33.00 | 64.64 |
|
|
| Eni S P A Sponsored Adr (E) | 0.0 | $2.0k | 67.00 | 30.31 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.9k | 38.00 | 50.82 |
|
|
| United States Steel Corporation (X) | 0.0 | $1.9k | 54.00 | 35.33 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.8k | 100.00 | 18.48 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $1.8k | 28.00 | 65.07 |
|
|
| Applied Materials (AMAT) | 0.0 | $1.8k | 9.00 | 202.11 |
|
|
| Luminar Technologies Com Cl A (LAZR) | 0.0 | $1.8k | 2.0k | 0.90 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $1.8k | 26.00 | 67.73 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $1.7k | 5.00 | 346.00 |
|
|
| salesforce (CRM) | 0.0 | $1.6k | 6.00 | 273.83 |
|
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $1.5k | 1.0k | 1.46 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $1.4k | 17.00 | 83.47 |
|
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $1.2k | +145% | 27.00 | 45.19 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.0k | 2.00 | 518.00 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $928.999400 | 14.00 | 66.36 |
|
|
| Marathon Digital Holdings In (MARA) | 0.0 | $908.997600 | 56.00 | 16.23 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $815.000100 | 3.00 | 271.67 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $482.000000 | 5.00 | 96.40 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $418.999800 | 6.00 | 69.83 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $182.000000 | 1.00 | 182.00 |
|
|
| Diana Shipping *w Exp 12/14/202 (DSX.WS) | 0.0 | $142.002000 | 315.00 | 0.45 |
|
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $136.001300 | 29.00 | 4.69 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $120.000000 | 3.00 | 40.00 |
|
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $113.000000 | 8.00 | 14.12 |
|
|
| Canoo Cl A Com New (GOEV) | 0.0 | $85.002400 | 86.00 | 0.99 |
|
|
| Trevena | 0.0 | $82.999400 | NEW | 22.00 | 3.77 |
|
| Uber Technologies (UBER) | 0.0 | $76.000000 | 1.00 | 76.00 |
|
|
| Gopro Cl A (GPRO) | 0.0 | $74.001600 | 54.00 | 1.37 |
|
|
| Dmc Global (BOOM) | 0.0 | $65.000000 | NEW | 5.00 | 13.00 |
|
| Under Armour CL C (UA) | 0.0 | $9.000000 | 1.00 | 9.00 |
|
|
| Clover Health Investments Com Cl A (CLOV) | 0.0 | $9.000000 | 3.00 | 3.00 |
|
Past Filings by DecisionPoint Financial
SEC 13F filings are viewable for DecisionPoint Financial going back to 2023
- DecisionPoint Financial 2024 Q3 filed Oct. 29, 2024
- DecisionPoint Financial 2024 Q2 filed Aug. 9, 2024
- DecisionPoint Financial 2024 Q1 filed April 30, 2024
- DecisionPoint Financial 2023 Q4 filed Jan. 31, 2024
- DecisionPoint Financial 2023 Q3 filed Oct. 26, 2023
- DecisionPoint Financial 2023 Q2 filed Sept. 26, 2023
- DecisionPoint Financial 2022 Q4 filed Sept. 26, 2023
- DecisionPoint Financial 2023 Q1 filed Sept. 26, 2023