DecisionPoint Financial
Latest statistics and disclosures from DecisionPoint Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, VCIT, DFIC, DFCF, HOMB, and represent 63.98% of DecisionPoint Financial's stock portfolio.
- Added to shares of these 10 stocks: DFAC, DFIC, VCIT, SCHI, DFCF, DFAS, DFEM, VCSH, AAPL, VNQ.
- Started 34 new stock positions in LI, COWZ, RLTY, GAB, QS, CALF, F, AVUV, FCX, SNOW.
- Reduced shares in these 10 stocks: HOMB, LAND, VTI, BSV, CVS, VEA, HPQ, DELL, GOOGL, MAA.
- Sold out of its positions in CVS, GOEV, DELL, ENB, LAND, HPQ, Luminar Technologies Inc Com Cl A, MAA, NFLX, PANW. Super Micro Computer, TRVN.
- DecisionPoint Financial was a net buyer of stock by $20M.
- DecisionPoint Financial has $327M in assets under management (AUM), dropping by 3.60%.
- Central Index Key (CIK): 0001938514
Tip: Access up to 7 years of quarterly data
Positions held by DecisionPoint Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for DecisionPoint Financial
DecisionPoint Financial holds 263 positions in its portfolio as reported in the December 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) | 31.7 | $104M | +4% | 3.0M | 34.59 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 11.5 | $38M | +4% | 468k | 80.27 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 7.5 | $25M | +23% | 948k | 25.84 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 6.9 | $22M | +6% | 543k | 41.27 |
|
| Home BancShares (HOMB) | 6.5 | $21M | -3% | 749k | 28.30 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 6.3 | $21M | +6% | 318k | 65.08 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 6.0 | $20M | +3% | 670k | 29.20 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 5.1 | $17M | +4% | 188k | 89.08 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.9 | $9.4M | +13% | 120k | 78.01 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 2.3 | $7.4M | +19% | 282k | 26.19 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.7 | $5.5M | +5% | 217k | 25.37 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 1.7 | $5.5M | 110k | 49.74 |
|
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 1.3 | $4.4M | +4% | 189k | 23.27 |
|
| Apple (AAPL) | 1.1 | $3.5M | +26% | 14k | 250.43 |
|
| Microsoft Corporation (MSFT) | 1.0 | $3.2M | 7.6k | 421.50 |
|
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.9 | $3.0M | +96% | 135k | 22.07 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.3M | -5% | 4.6k | 289.81 |
|
| Marriott Intl Cl A (MAR) | 0.4 | $1.3M | 4.8k | 278.94 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.2M | 2.1k | 538.75 |
|
|
| Amazon (AMZN) | 0.3 | $1.1M | +36% | 4.8k | 219.39 |
|
| Republic Services (RSG) | 0.2 | $694k | 3.5k | 201.18 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $679k | 15k | 44.04 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $655k | -8% | 14k | 47.82 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $600k | +145% | 6.0k | 100.32 |
|
| Meta Platforms Cl A (META) | 0.2 | $570k | 974.00 | 585.63 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $550k | +2% | 14k | 40.49 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $525k | 1.3k | 401.58 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $483k | -2% | 19k | 24.86 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.1 | $482k | 10k | 47.77 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $458k | 1.9k | 240.28 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $386k | +2% | 2.9k | 134.27 |
|
| Dimensional Etf Trust World Equity Etf (DFAW) | 0.1 | $343k | +7% | 5.5k | 62.46 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $299k | -5% | 2.5k | 117.48 |
|
| Citigroup Com New (C) | 0.1 | $282k | 4.0k | 70.39 |
|
|
| Regions Financial Corporation (RF) | 0.1 | $252k | 11k | 23.52 |
|
|
| American Express Company (AXP) | 0.1 | $245k | 825.00 | 296.62 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $241k | -14% | 1.3k | 189.36 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $219k | +39% | 373.00 | 588.03 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $205k | +201% | 7.4k | 27.71 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $166k | 366.00 | 453.28 |
|
|
| Home Depot (HD) | 0.0 | $156k | 400.00 | 388.99 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $154k | NEW | 2.9k | 53.05 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $146k | 610.00 | 239.71 |
|
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $135k | 6.8k | 19.84 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $134k | +28% | 805.00 | 166.64 |
|
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.0 | $132k | +24% | 2.1k | 64.17 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $127k | +18% | 480.00 | 264.13 |
|
| Teradyne (TER) | 0.0 | $126k | 1.0k | 125.92 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $112k | 1.5k | 74.49 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $110k | 177.00 | 621.80 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $109k | 1.4k | 75.61 |
|
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $108k | 2.8k | 39.36 |
|
|
| Clean Harbors (CLH) | 0.0 | $107k | 465.00 | 230.14 |
|
|
| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $104k | -8% | 1.5k | 68.19 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $104k | 545.00 | 190.47 |
|
|
| Summit Matls Cl A | 0.0 | $103k | 2.0k | 50.60 |
|
|
| Two Rds Shared Tr Anfield Us Equ (AESR) | 0.0 | $101k | 5.8k | 17.28 |
|
|
| Merck & Co (MRK) | 0.0 | $100k | 1.0k | 99.48 |
|
|
| ConocoPhillips (COP) | 0.0 | $99k | 1.0k | 99.17 |
|
|
| Xylem (XYL) | 0.0 | $87k | 750.00 | 116.02 |
|
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $86k | 1.0k | 86.28 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $86k | 135.00 | 636.04 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $80k | 750.00 | 106.33 |
|
|
| Booking Holdings (BKNG) | 0.0 | $80k | NEW | 16.00 | 4968.44 |
|
| Pfizer (PFE) | 0.0 | $76k | +3% | 2.9k | 26.53 |
|
| Pure Storage Cl A (PSTG) | 0.0 | $71k | 1.2k | 61.43 |
|
|
| ON Semiconductor (ON) | 0.0 | $63k | 1.0k | 63.05 |
|
|
| Intuit (INTU) | 0.0 | $63k | 100.00 | 628.50 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $58k | 800.00 | 72.80 |
|
|
| Phillips 66 (PSX) | 0.0 | $57k | 500.00 | 113.93 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $55k | +46% | 330.00 | 167.65 |
|
| Paychex (PAYX) | 0.0 | $55k | 394.00 | 140.22 |
|
|
| General Mills (GIS) | 0.0 | $53k | 836.00 | 63.77 |
|
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $53k | 2.0k | 27.16 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $53k | 800.00 | 65.79 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $53k | 408.00 | 128.62 |
|
|
| Two Rds Shared Tr Anfield Unvl Etf (AFIF) | 0.0 | $52k | 5.6k | 9.15 |
|
|
| UnitedHealth (UNH) | 0.0 | $52k | +155% | 102.00 | 505.86 |
|
| Johnson & Johnson (JNJ) | 0.0 | $51k | 355.00 | 144.62 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $51k | +2% | 419.00 | 120.79 |
|
| Tesla Motors (TSLA) | 0.0 | $51k | -2% | 125.00 | 403.84 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $48k | 1.8k | 26.57 |
|
|
| Nike CL B (NKE) | 0.0 | $48k | 640.00 | 75.67 |
|
|
| Cisco Systems (CSCO) | 0.0 | $48k | 810.00 | 59.20 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $48k | 664.00 | 71.91 |
|
|
| Pepsi (PEP) | 0.0 | $46k | 300.00 | 152.06 |
|
|
| Consolidated Edison (ED) | 0.0 | $45k | 500.00 | 89.23 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $44k | -3% | 201.00 | 220.96 |
|
| Chevron Corporation (CVX) | 0.0 | $44k | 300.00 | 144.84 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $41k | -62% | 525.00 | 77.27 |
|
| FedEx Corporation (FDX) | 0.0 | $40k | 143.00 | 281.34 |
|
|
| Northrim Ban (NRIM) | 0.0 | $39k | NEW | 500.00 | 77.94 |
|
| Progressive Corporation (PGR) | 0.0 | $38k | 160.00 | 239.61 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $37k | 1.0k | 35.48 |
|
|
| LKQ Corporation (LKQ) | 0.0 | $36k | 988.00 | 36.75 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $34k | 612.00 | 54.69 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $33k | 560.00 | 58.18 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $32k | 243.00 | 131.76 |
|
|
| Berry Plastics (BERY) | 0.0 | $32k | 491.00 | 64.67 |
|
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.0 | $31k | NEW | 705.00 | 44.01 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $30k | 564.00 | 53.04 |
|
|
| Cohen & Steers Real Estate O Shs Benfin Int (RLTY) | 0.0 | $30k | NEW | 2.0k | 14.78 |
|
| Starbucks Corporation (SBUX) | 0.0 | $30k | 325.00 | 91.25 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $29k | 505.00 | 56.56 |
|
|
| Qualys (QLYS) | 0.0 | $28k | 200.00 | 140.22 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $27k | 265.00 | 101.53 |
|
|
| Yum! Brands (YUM) | 0.0 | $27k | 200.00 | 134.16 |
|
|
| Hannon Armstrong (HASI) | 0.0 | $27k | 1.0k | 26.83 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $26k | NEW | 466.00 | 56.48 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $26k | 420.00 | 62.31 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $26k | 225.00 | 115.30 |
|
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $26k | 1.0k | 25.23 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $26k | 220.00 | 115.72 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $25k | 74.00 | 339.49 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $24k | 92.00 | 264.36 |
|
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.0 | $24k | 910.00 | 26.21 |
|
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.0 | $23k | NEW | 394.00 | 59.06 |
|
| Wal-Mart Stores (WMT) | 0.0 | $23k | 256.00 | 90.35 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $23k | 100.00 | 230.69 |
|
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.0 | $23k | 486.00 | 46.87 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $23k | 101.00 | 224.36 |
|
|
| Coca-Cola Company (KO) | 0.0 | $22k | 350.00 | 62.26 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $21k | 102.00 | 206.92 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $20k | 169.00 | 118.07 |
|
|
| Masco Corporation (MAS) | 0.0 | $19k | 268.00 | 72.57 |
|
|
| Dominion Resources (D) | 0.0 | $19k | 355.00 | 53.86 |
|
|
| Crown Holdings (CCK) | 0.0 | $19k | 229.00 | 82.69 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $19k | NEW | 213.00 | 87.33 |
|
| Micron Technology (MU) | 0.0 | $19k | 220.00 | 84.11 |
|
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $17k | 148.00 | 114.39 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $17k | 89.00 | 187.52 |
|
|
| Host Hotels & Resorts (HST) | 0.0 | $16k | 935.00 | 17.52 |
|
|
| National Retail Properties (NNN) | 0.0 | $16k | 400.00 | 40.85 |
|
|
| At&t (T) | 0.0 | $16k | -36% | 700.00 | 22.77 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $16k | 81.00 | 190.89 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $15k | 220.00 | 68.26 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $15k | 51.00 | 288.86 |
|
|
| Lendingclub Corp Com New (LC) | 0.0 | $15k | 900.00 | 16.19 |
|
|
| Ally Financial (ALLY) | 0.0 | $14k | 400.00 | 36.01 |
|
|
| Super Micro Computer Com New (SMCI) | 0.0 | $14k | NEW | 470.00 | 30.48 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $14k | 24.00 | 589.75 |
|
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $14k | 516.00 | 27.02 |
|
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $14k | 126.00 | 110.29 |
|
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $13k | 410.00 | 30.78 |
|
|
| American Homes 4 Rent Cl A (AMH) | 0.0 | $13k | 335.00 | 37.42 |
|
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.0 | $13k | 415.00 | 30.03 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $12k | +100% | 480.00 | 25.86 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $12k | 16.00 | 774.06 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $12k | 100.00 | 122.59 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $12k | 111.00 | 107.58 |
|
|
| Public Storage (PSA) | 0.0 | $12k | 39.00 | 299.46 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $12k | 200.00 | 57.86 |
|
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $11k | 237.00 | 48.15 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $11k | 145.00 | 75.63 |
|
|
| Dollar General (DG) | 0.0 | $11k | 144.00 | 75.83 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $11k | +90% | 21.00 | 511.24 |
|
| Intel Corporation (INTC) | 0.0 | $11k | 532.00 | 20.05 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $11k | 700.00 | 15.12 |
|
|
| Altria (MO) | 0.0 | $11k | 200.00 | 52.29 |
|
|
| Southwest Airlines (LUV) | 0.0 | $10k | 306.00 | 33.62 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $10k | 110.00 | 92.62 |
|
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $10k | 600.00 | 16.95 |
|
|
| Ford Motor Company (F) | 0.0 | $9.9k | NEW | 1.0k | 9.90 |
|
| Deere & Company (DE) | 0.0 | $9.7k | 23.00 | 423.74 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $9.6k | 200.00 | 48.17 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $9.4k | 23.00 | 410.48 |
|
|
| Barclays Adr (BCS) | 0.0 | $9.3k | 700.00 | 13.29 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $9.0k | 128.00 | 70.28 |
|
|
| Mannkind Corp Com New (MNKD) | 0.0 | $8.7k | 1.3k | 6.43 |
|
|
| Prologis (PLD) | 0.0 | $8.5k | 80.00 | 105.70 |
|
|
| Verizon Communications (VZ) | 0.0 | $8.0k | 200.00 | 39.99 |
|
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $7.6k | 108.00 | 70.31 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $7.5k | 200.00 | 37.53 |
|
|
| Walt Disney Company (DIS) | 0.0 | $7.1k | +8% | 64.00 | 111.36 |
|
| Linde SHS (LIN) | 0.0 | $7.1k | 17.00 | 418.71 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $7.0k | 51.00 | 137.59 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $7.0k | -28% | 133.00 | 52.41 |
|
| Viatris (VTRS) | 0.0 | $6.9k | 557.00 | 12.45 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $6.7k | -48% | 34.00 | 198.21 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $6.6k | NEW | 83.00 | 78.94 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $6.3k | 32.00 | 197.50 |
|
|
| Rocket Lab Usa (RKLB) | 0.0 | $6.3k | 247.00 | 25.47 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $6.3k | 200.00 | 31.36 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $6.3k | 100.00 | 62.65 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $6.1k | 36.00 | 169.31 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $5.8k | 25.00 | 232.52 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $5.7k | 66.00 | 86.03 |
|
|
| Zoom Communications Cl A (ZM) | 0.0 | $5.5k | 68.00 | 81.62 |
|
|
| Caterpillar (CAT) | 0.0 | $5.4k | -40% | 15.00 | 362.80 |
|
| Lumen Technologies (LUMN) | 0.0 | $5.3k | NEW | 1.0k | 5.31 |
|
| Kimbell Rty Partners Unit (KRP) | 0.0 | $5.2k | +2% | 319.00 | 16.25 |
|
| Crown Castle Intl (CCI) | 0.0 | $4.5k | 50.00 | 90.76 |
|
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $4.5k | 1.0k | 4.45 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $4.4k | 372.00 | 11.72 |
|
|
| Ubs Group SHS (UBS) | 0.0 | $4.1k | 136.00 | 30.32 |
|
|
| Waste Management (WM) | 0.0 | $4.0k | 20.00 | 201.80 |
|
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $4.0k | 308.00 | 12.99 |
|
|
| Snowflake Cl A (SNOW) | 0.0 | $3.9k | NEW | 25.00 | 154.44 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $3.8k | NEW | 100.00 | 38.08 |
|
| MGM Resorts International. (MGM) | 0.0 | $3.5k | 100.00 | 34.68 |
|
|
| Columbia Banking System (COLB) | 0.0 | $3.4k | 126.00 | 27.02 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $3.4k | +400% | 160.00 | 21.16 |
|
| Diana Shipping (DSX) | 0.0 | $3.4k | 1.7k | 1.96 |
|
|
| Cibc Cad (CM) | 0.0 | $3.3k | 52.00 | 63.23 |
|
|
| 3M Company (MMM) | 0.0 | $3.3k | 25.00 | 130.48 |
|
|
| Jfrog Ord Shs (FROG) | 0.0 | $2.9k | NEW | 100.00 | 29.41 |
|
| Vici Pptys (VICI) | 0.0 | $2.9k | 100.00 | 29.21 |
|
|
| Baxter International (BAX) | 0.0 | $2.9k | NEW | 100.00 | 29.16 |
|
| Traeger Common Stock (COOK) | 0.0 | $2.9k | 1.2k | 2.39 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $2.8k | 10.00 | 280.10 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $2.8k | 4.00 | 693.25 |
|
|
| Global X Fds Global X Uranium (URA) | 0.0 | $2.7k | 100.00 | 26.78 |
|
|
| Boeing Company (BA) | 0.0 | $2.7k | 15.00 | 177.00 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $2.5k | 13.00 | 194.62 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $2.5k | 100.00 | 24.92 |
|
|
| Magnera Corp Com Shs (MAGN) | 0.0 | $2.5k | NEW | 135.00 | 18.17 |
|
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 0.0 | $2.4k | 125.00 | 19.44 |
|
|
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.0 | $2.4k | 100.00 | 24.18 |
|
|
| Li Auto Sponsored Ads (LI) | 0.0 | $2.4k | NEW | 100.00 | 23.99 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $2.3k | 38.00 | 60.50 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $2.1k | 28.00 | 74.54 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $2.0k | 55.00 | 37.20 |
|
|
| salesforce (CRM) | 0.0 | $2.0k | 6.00 | 334.33 |
|
|
| United States Steel Corporation (X) | 0.0 | $1.8k | 54.00 | 34.00 |
|
|
| Eni S P A Sponsored Adr (E) | 0.0 | $1.8k | 67.00 | 27.37 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $1.8k | 33.00 | 54.52 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $1.8k | 5.00 | 359.20 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $1.6k | 26.00 | 60.77 |
|
|
| Applied Materials (AMAT) | 0.0 | $1.5k | 9.00 | 162.67 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $1.4k | 17.00 | 79.65 |
|
|
| Moderna (MRNA) | 0.0 | $1.3k | NEW | 31.00 | 41.58 |
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $1.2k | 27.00 | 43.59 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $1.1k | 3.00 | 382.67 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $947.001600 | +192% | 41.00 | 23.10 |
|
| Marathon Digital Holdings In (MARA) | 0.0 | $939.999200 | 56.00 | 16.79 |
|
|
| Gabelli Equity Trust (GAB) | 0.0 | $915.008000 | NEW | 170.00 | 5.38 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $890.000000 | 2.00 | 445.00 |
|
|
| Bce Com New (BCE) | 0.0 | $812.000000 | NEW | 35.00 | 23.20 |
|
| Luminar Technologies Com New Cl A (LAZR) | 0.0 | $716.005500 | NEW | 133.00 | 5.38 |
|
| Nio Spon Ads (NIO) | 0.0 | $436.000000 | NEW | 100.00 | 4.36 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $421.000000 | 5.00 | 84.20 |
|
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $404.000000 | NEW | 4.00 | 101.00 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $397.000200 | 6.00 | 66.17 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $290.000100 | NEW | 3.00 | 96.67 |
|
| Quantumscape Corp Com Cl A (QS) | 0.0 | $260.000000 | NEW | 50.00 | 5.20 |
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $252.998900 | 29.00 | 8.72 |
|
|
| Travel Leisure Ord (TNL) | 0.0 | $202.000000 | NEW | 4.00 | 50.50 |
|
| Wabtec Corporation (WAB) | 0.0 | $190.000000 | 1.00 | 190.00 |
|
|
| Avis Budget (CAR) | 0.0 | $162.000000 | NEW | 2.00 | 81.00 |
|
| Adient Ord Shs (ADNT) | 0.0 | $138.000000 | NEW | 8.00 | 17.25 |
|
| Bank of America Corporation (BAC) | 0.0 | $134.000100 | 3.00 | 44.67 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $132.999000 | NEW | 30.00 | 4.43 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $121.000000 | 8.00 | 15.12 |
|
|
| Novavax Com New (NVAX) | 0.0 | $121.000500 | NEW | 15.00 | 8.07 |
|
| Paramount Global Class B Com (PARA) | 0.0 | $84.000000 | NEW | 8.00 | 10.50 |
|
| Uber Technologies (UBER) | 0.0 | $61.000000 | 1.00 | 61.00 |
|
|
| Gopro Cl A (GPRO) | 0.0 | $59.000400 | 54.00 | 1.09 |
|
|
| Siebert Financial (SIEB) | 0.0 | $38.000400 | NEW | 12.00 | 3.17 |
|
| Dmc Global (BOOM) | 0.0 | $37.000000 | 5.00 | 7.40 |
|
|
| Diana Shipping W Exp 12/14/202 (DSX.WS) | 0.0 | $34.996500 | 315.00 | 0.11 |
|
|
| Clover Health Investments Com Cl A (CLOV) | 0.0 | $9.999900 | 3.00 | 3.33 |
|
|
| Under Armour CL C (UA) | 0.0 | $8.000000 | 1.00 | 8.00 |
|
|
| Canoo (GOEVQ) | 0.0 | $6.000000 | NEW | 4.00 | 1.50 |
|
Past Filings by DecisionPoint Financial
SEC 13F filings are viewable for DecisionPoint Financial going back to 2023
- DecisionPoint Financial 2024 Q4 filed Jan. 29, 2025
- 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