DecisionPoint Financial
Latest statistics and disclosures from DecisionPoint Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, VCIT, HOMB, DFAI, DFCF, and represent 67.01% of DecisionPoint Financial's stock portfolio.
- Added to shares of these 10 stocks: DFAC (+$6.2M), DFIC, VCIT, DFAS, DFCF, VNQ, DFEM, VOO, MAR, DFNM.
- Started 28 new stock positions in DFLV, MTW, CM, BAC, CWT, SPY, DD, CC, AMAT, SCHM.
- Reduced shares in these 10 stocks: HOMB, INTC, RSG, DFAU, PTMC, PTNQ, SLQD, PTLC, VEA, VB.
- Sold out of its positions in T, ABT, ABBV, APD, AMGN, ADP, BLK, AVGO, CSWC, C.
- DecisionPoint Financial was a net buyer of stock by $21M.
- DecisionPoint Financial has $233M in assets under management (AUM), dropping by 21.90%.
- 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 210 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 26.8 | $62M | +11% | 2.1M | 29.23 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 14.1 | $33M | +6% | 404k | 81.28 |
|
| Home BancShares (HOMB) | 10.3 | $24M | -4% | 951k | 25.33 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 8.0 | $19M | 649k | 28.64 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 7.9 | $18M | +9% | 432k | 42.40 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 6.1 | $14M | +10% | 162k | 88.36 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 5.4 | $13M | +14% | 211k | 59.62 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 3.1 | $7.3M | +105% | 285k | 25.53 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 2.2 | $5.1M | 103k | 49.20 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.1 | $4.9M | 203k | 24.11 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.9 | $4.5M | +8% | 58k | 77.37 |
|
| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 1.5 | $3.5M | 79k | 44.94 |
|
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 1.2 | $2.8M | +2% | 125k | 22.74 |
|
| Microsoft Corporation (MSFT) | 1.2 | $2.8M | +15% | 7.4k | 376.02 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.9 | $2.1M | +145% | 83k | 24.96 |
|
| Apple (AAPL) | 0.9 | $2.0M | +22% | 11k | 192.53 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.4M | +6% | 5.7k | 237.22 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $997k | +17446% | 2.3k | 436.86 |
|
| Marriott Intl Cl A (MAR) | 0.4 | $984k | +334% | 4.4k | 225.51 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $785k | -3% | 16k | 47.90 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $714k | 17k | 41.10 |
|
|
| Republic Services (RSG) | 0.2 | $569k | -21% | 3.5k | 164.91 |
|
| Gladstone Ld (LAND) | 0.2 | $559k | 39k | 14.45 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $558k | 23k | 24.42 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $514k | -9% | 15k | 33.25 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.2 | $490k | NEW | 10k | 48.51 |
|
| Amazon (AMZN) | 0.2 | $489k | +221% | 3.2k | 151.94 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $441k | -5% | 2.1k | 213.33 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $392k | NEW | 1.3k | 303.17 |
|
| Meta Platforms Cl A (META) | 0.1 | $302k | +31% | 854.00 | 353.96 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $293k | 2.8k | 102.88 |
|
|
| Regions Financial Corporation (RF) | 0.1 | $208k | 11k | 19.38 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $183k | NEW | 2.4k | 75.33 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $175k | +5729% | 2.8k | 62.60 |
|
| Home Depot (HD) | 0.1 | $159k | -3% | 459.00 | 346.55 |
|
| American Express Company (AXP) | 0.1 | $155k | +200% | 825.00 | 187.23 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $134k | +91% | 959.00 | 139.69 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $130k | 365.00 | 356.66 |
|
|
| ConocoPhillips (COP) | 0.1 | $125k | +7% | 1.1k | 116.07 |
|
| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $113k | -6% | 1.6k | 69.21 |
|
| Merck & Co (MRK) | 0.0 | $109k | 1.0k | 109.02 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $109k | +2478% | 1.4k | 75.35 |
|
| Teradyne (TER) | 0.0 | $109k | 1.0k | 108.52 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $108k | 225.00 | 477.63 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $104k | 610.00 | 170.10 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $95k | +80% | 406.00 | 232.64 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $91k | 184.00 | 495.35 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $91k | +4% | 645.00 | 140.93 |
|
| Etf Managers Tr Prime Cybr Scrty | 0.0 | $91k | 1.5k | 60.41 |
|
|
| Xylem (XYL) | 0.0 | $86k | 750.00 | 114.36 |
|
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $86k | 177.00 | 484.00 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $84k | 1.1k | 77.02 |
|
|
| ON Semiconductor (ON) | 0.0 | $84k | 1.0k | 83.53 |
|
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $81k | 1.0k | 81.37 |
|
|
| Clean Harbors (CLH) | 0.0 | $81k | 465.00 | 174.51 |
|
|
| Two Rds Shared Tr Anfield Us Equ (AESR) | 0.0 | $81k | 5.8k | 13.81 |
|
|
| Pfizer (PFE) | 0.0 | $80k | 2.8k | 28.79 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $79k | 1.0k | 78.96 |
|
|
| Summit Matls Cl A (SUM) | 0.0 | $78k | 2.0k | 38.46 |
|
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.0 | $75k | 1.6k | 47.01 |
|
|
| Phillips 66 (PSX) | 0.0 | $72k | +7% | 538.00 | 133.14 |
|
| Nike CL B (NKE) | 0.0 | $70k | -4% | 640.00 | 108.57 |
|
| Oracle Corporation (ORCL) | 0.0 | $66k | 625.00 | 105.43 |
|
|
| Intuit (INTU) | 0.0 | $63k | 100.00 | 625.03 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $62k | 135.00 | 460.70 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $59k | 1.2k | 51.31 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $58k | 750.00 | 77.90 |
|
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $55k | 2.2k | 24.65 |
|
|
| General Mills (GIS) | 0.0 | $55k | 836.00 | 65.14 |
|
|
| Two Rds Shared Tr Anfield Unvl Etf (AFIF) | 0.0 | $51k | 5.6k | 9.04 |
|
|
| Pepsi (PEP) | 0.0 | $51k | -8% | 300.00 | 169.84 |
|
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.0 | $51k | NEW | 952.00 | 53.48 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $49k | 664.00 | 73.55 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $49k | 800.00 | 60.86 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $49k | 310.00 | 156.74 |
|
|
| LKQ Corporation (LKQ) | 0.0 | $47k | 988.00 | 47.79 |
|
|
| Paychex (PAYX) | 0.0 | $47k | -7% | 394.00 | 119.11 |
|
| Consolidated Edison (ED) | 0.0 | $46k | 500.00 | 90.97 |
|
|
| Chevron Corporation (CVX) | 0.0 | $45k | 300.00 | 149.16 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $42k | 208.00 | 200.71 |
|
|
| Cisco Systems (CSCO) | 0.0 | $41k | -8% | 810.00 | 50.52 |
|
| Tesla Motors (TSLA) | 0.0 | $37k | +16% | 147.00 | 248.48 |
|
| FedEx Corporation (FDX) | 0.0 | $36k | 143.00 | 252.97 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $36k | +40% | 1.0k | 34.36 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $35k | 329.00 | 105.23 |
|
|
| Berry Plastics (BERY) | 0.0 | $33k | 491.00 | 67.39 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $33k | 225.00 | 146.54 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $33k | 560.00 | 58.33 |
|
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $33k | 564.00 | 57.65 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $31k | 325.00 | 96.01 |
|
|
| UnitedHealth (UNH) | 0.0 | $30k | 57.00 | 526.47 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $30k | 612.00 | 48.72 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $28k | 243.00 | 113.99 |
|
|
| Hannon Armstrong (HASI) | 0.0 | $28k | 1.0k | 27.58 |
|
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $28k | 4.8k | 5.67 |
|
|
| Pure Storage Cl A (PSTG) | 0.0 | $27k | 750.00 | 35.66 |
|
|
| Intel Corporation (INTC) | 0.0 | $27k | -88% | 532.00 | 50.25 |
|
| Yum! Brands (YUM) | 0.0 | $26k | 200.00 | 130.66 |
|
|
| Progressive Corporation (PGR) | 0.0 | $26k | 160.00 | 159.28 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $24k | +294% | 225.00 | 108.25 |
|
| General Dynamics Corporation (GD) | 0.0 | $24k | +8% | 92.00 | 260.13 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $23k | 84.00 | 277.15 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $22k | NEW | 835.00 | 25.79 |
|
| Snap-on Incorporated (SNA) | 0.0 | $21k | 74.00 | 288.85 |
|
|
| Crown Holdings (CCK) | 0.0 | $21k | 229.00 | 92.09 |
|
|
| Coca-Cola Company (KO) | 0.0 | $21k | 350.00 | 58.93 |
|
|
| Robert Half International (RHI) | 0.0 | $20k | 228.00 | 87.92 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $20k | NEW | 265.00 | 75.10 |
|
| Dollar General (DG) | 0.0 | $20k | 144.00 | 135.95 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $19k | 220.00 | 84.14 |
|
|
| Host Hotels & Resorts (HST) | 0.0 | $18k | +14% | 935.00 | 19.47 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $18k | 101.00 | 178.81 |
|
|
| Masco Corporation (MAS) | 0.0 | $18k | 268.00 | 66.98 |
|
|
| Dominion Resources (D) | 0.0 | $17k | -9% | 355.00 | 47.00 |
|
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $16k | 169.00 | 92.26 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $15k | -25% | 89.00 | 170.46 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $14k | NEW | 81.00 | 173.90 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $14k | 516.00 | 26.65 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $14k | 76.00 | 179.97 |
|
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $13k | 148.00 | 87.22 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $13k | 220.00 | 57.45 |
|
|
| Nextera Energy (NEE) | 0.0 | $13k | -27% | 208.00 | 60.74 |
|
| American Homes 4 Rent Cl A (AMH) | 0.0 | $12k | 335.00 | 35.96 |
|
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $12k | NEW | 410.00 | 29.12 |
|
| Public Storage (PSA) | 0.0 | $12k | 39.00 | 305.00 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $11k | NEW | 24.00 | 475.33 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $11k | 240.00 | 47.24 |
|
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $11k | 237.00 | 47.81 |
|
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.0 | $11k | NEW | 415.00 | 27.05 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $11k | 126.00 | 87.98 |
|
|
| Pioneer Natural Resources (PXD) | 0.0 | $11k | 48.00 | 224.90 |
|
|
| Prologis (PLD) | 0.0 | $11k | 80.00 | 133.30 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $9.8k | 110.00 | 89.47 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $9.5k | +12% | 187.00 | 50.58 |
|
| Deere & Company (DE) | 0.0 | $9.2k | 23.00 | 399.91 |
|
|
| Southwest Airlines (LUV) | 0.0 | $8.8k | 306.00 | 28.88 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $8.5k | 200.00 | 42.43 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $8.2k | 20.00 | 409.55 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $8.2k | -17% | 14.00 | 582.93 |
|
| Caterpillar (CAT) | 0.0 | $7.4k | 25.00 | 295.68 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $7.2k | 23.00 | 310.91 |
|
|
| Linde SHS (LIN) | 0.0 | $7.0k | +88% | 17.00 | 410.76 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $7.0k | 51.00 | 136.39 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $6.9k | 46.00 | 149.50 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $6.8k | +83% | 66.00 | 103.45 |
|
| Luminar Technologies Com Cl A (LAZR) | 0.0 | $6.7k | 2.0k | 3.37 |
|
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $6.6k | 108.00 | 61.23 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $5.3k | 76.00 | 70.36 |
|
|
| Mannkind Corp Com New (MNKD) | 0.0 | $4.9k | 1.3k | 3.64 |
|
|
| Zoom Video Communications In Cl A (ZM) | 0.0 | $4.9k | 68.00 | 71.91 |
|
|
| Walt Disney Company (DIS) | 0.0 | $4.9k | +10% | 54.00 | 90.30 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $4.8k | 25.00 | 192.48 |
|
|
| California Water Service (CWT) | 0.0 | $4.4k | NEW | 85.00 | 51.87 |
|
| Netflix (NFLX) | 0.0 | $4.4k | +125% | 9.00 | 486.89 |
|
| Ubs Group SHS (UBS) | 0.0 | $4.2k | NEW | 136.00 | 30.90 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $4.1k | +2269% | 308.00 | 13.30 |
|
| Boeing Company (BA) | 0.0 | $3.9k | +200% | 15.00 | 260.67 |
|
| Palo Alto Networks (PANW) | 0.0 | $3.8k | -56% | 13.00 | 294.92 |
|
| Waste Management (WM) | 0.0 | $3.6k | 20.00 | 179.10 |
|
|
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $3.5k | 14.00 | 250.71 |
|
|
| Prudential Financial (PRU) | 0.0 | $3.4k | NEW | 33.00 | 103.55 |
|
| Columbia Banking System (COLB) | 0.0 | $3.4k | 126.00 | 26.68 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $3.3k | 32.00 | 104.00 |
|
|
| Traeger Common Stock (COOK) | 0.0 | $3.2k | 1.2k | 2.73 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $3.2k | NEW | 372.00 | 8.61 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $3.0k | 32.00 | 94.72 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $3.0k | 4.00 | 757.00 |
|
|
| 3M Company (MMM) | 0.0 | $2.7k | +66% | 25.00 | 109.32 |
|
| Dupont De Nemours (DD) | 0.0 | $2.7k | NEW | 36.00 | 75.56 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $2.7k | 12.00 | 223.42 |
|
|
| United States Steel Corporation (X) | 0.0 | $2.6k | 54.00 | 48.67 |
|
|
| Cibc Cad (CM) | 0.0 | $2.5k | NEW | 52.00 | 48.40 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $2.5k | 145.00 | 17.17 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $2.4k | 10.00 | 241.80 |
|
|
| Manitowoc Com New (MTW) | 0.0 | $2.4k | NEW | 143.00 | 16.69 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $2.4k | 13.00 | 183.38 |
|
|
| Eni S P A Sponsored Adr (E) | 0.0 | $2.3k | NEW | 67.00 | 34.01 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $2.2k | NEW | 33.00 | 67.39 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $2.1k | 31.00 | 67.13 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $2.0k | 14.00 | 145.71 |
|
|
| Dow (DOW) | 0.0 | $2.0k | -18% | 36.00 | 55.14 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $1.9k | 55.00 | 35.25 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $1.9k | NEW | 28.00 | 68.82 |
|
| Corteva (CTVA) | 0.0 | $1.7k | NEW | 36.00 | 47.47 |
|
| Viatris (VTRS) | 0.0 | $1.7k | 157.00 | 10.83 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $1.6k | 26.00 | 61.92 |
|
|
| salesforce (CRM) | 0.0 | $1.6k | NEW | 6.00 | 263.17 |
|
| Lululemon Athletica (LULU) | 0.0 | $1.5k | 3.00 | 511.33 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.5k | 38.00 | 40.24 |
|
|
| Etfis Ser Tr I Virtus Lifesc Ct (BBC) | 0.0 | $1.5k | 62.00 | 24.47 |
|
|
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.0 | $1.5k | NEW | 11.00 | 133.36 |
|
| Applied Materials (AMAT) | 0.0 | $1.5k | NEW | 9.00 | 162.11 |
|
| Aon Shs Cl A (AON) | 0.0 | $1.5k | 5.00 | 291.20 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $1.4k | NEW | 20.00 | 72.05 |
|
| Rocket Lab Usa (RKLB) | 0.0 | $1.4k | 247.00 | 5.53 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.2k | -90% | 2.00 | 597.00 |
|
| Chemours (CC) | 0.0 | $540.999500 | NEW | 17.00 | 31.82 |
|
| Canoo Com Cl A | 0.0 | $515.000000 | 2.0k | 0.26 |
|
|
| Bk Nova Cad (BNS) | 0.0 | $439.000200 | 9.00 | 48.78 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $428.000000 | 5.00 | 85.60 |
|
|
| Trevena Com New (TRVN) | 0.0 | $404.992000 | 560.00 | 0.72 |
|
|
| Gopro Cl A (GPRO) | 0.0 | $188.001000 | 54.00 | 3.48 |
|
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $176.998600 | 29.00 | 6.10 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $127.000000 | 1.00 | 127.00 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $102.000000 | NEW | 3.00 | 34.00 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $99.000000 | NEW | 8.00 | 12.38 |
|
| Uber Technologies (UBER) | 0.0 | $62.000000 | 1.00 | 62.00 |
|
|
| Under Armour CL C (UA) | 0.0 | $9.000000 | 1.00 | 9.00 |
|
|
| Clover Health Investments Com Cl A (CLOV) | 0.0 | $3.000000 | 3.00 | 1.00 |
|
|
| Altitude Acquisition Corp W Exp 11/30/202 | 0.0 | $1.000000 | 10.00 | 0.10 |
|
Past Filings by DecisionPoint Financial
SEC 13F filings are viewable for DecisionPoint Financial going back to 2023
- 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