CF

CROSSPOINT FINANCIAL, LLC

13F
CROSSPOINT FINANCIAL, LLC
Last update 2024-10-19 22 Stocks (6 new)
Value $28.00 Mil Turnover 10 %
Countries:
Top Holdings: XBAP(43.34%)BRK.B(14.31%)IHAK(8.48%)OIH(4.59%)FIVG(4.28%)
Portfolio Report
Summary Stock Picks Current Portfolio
CROSSPOINT FINANCIAL, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XBAP 		Innovator U.S. Equity Accelerated 9 Buffer ETF - April
359,409
11994.700
-0.34%
43.340
-0.16%
13.670
+7.16%
+9.65%
87.152
 
BRK.B 		Berkshire Hathaway Inc
8,605
3960.540
0%
14.310
0%
0.000
+7.58%
+24.79%
959232.641
Insurance
IHAK 		iShares Cybersecurity and Tech ETF
48,130
2345.850
-0.62%
8.480
-0.06%
0.260
+13.91%
+8.87%
922.422
 
OIH 		VanEck Oil Services ETF
4,473
1269.030
-1.56%
4.590
-0.09%
0.090
-5.52%
-9.76%
1354.798
 
FIVG 		FIVG
27,330
1185.580
-19.69%
4.280
-1.15%
-
+10.55%
+23.04%
0.000
 
MAXJ 		iShares Large Cap Max Buffer Jun ETF
34,381
893.560
New Holding
3.230
+3.23%
0.520
+3.86%
0%
171.694
 
IAU 		iShares Gold Trust
17,056
847.680
0%
3.060
0%
0.000
+13.92%
+32.74%
33589.203
 
AVUV 		Avantis U.S. Small Cap Value ETF
6,066
582.040
+66.51%
2.100
+0.84%
0.000
+9.16%
+8.04%
13747.734
 
META 		Meta Platforms Inc
965
552.400
0%
2.000
0%
0.000
+20.44%
+62.21%
1445092.971
Interactive Media
AAPR 		Innovator Equity Defined Protection ETF - 2 Yr to April 2026
18,875
494.900
0%
1.790
0%
0.690
+3.78%
0%
71.950
 

CROSSPOINT FINANCIAL, LLC's Historical Top Holdings Breakdowns

CROSSPOINT FINANCIAL, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MAXJ 		iShares Large Cap Max Buffer Jun ETF2024-09-30New Buy
+3.23%
●
25 ($25.47) 25.99
$26.02
2.15%
New holding
34,381
34,381
CRTC 		Xtrackers US National Critical Technologies ETF2024-09-30New Buy
+1.64%
●
28.55 ($30.45) 31.41
$31.65
3.93%
New holding
14,456
14,456
BAUG 		Innovator U.S. Equity Buffer ETF - August2024-09-30New Buy
+1.37%
●
39.61 ($41.38) 42.78
$42.88
3.62%
New holding
8,860
8,860
FIVG 		FIVG2024-09-30Reduce
-1.15%
●
37.19 ($41.46) 44.15
$40.10
-3.28%
Reduce -19.69%
27,330
-6,700
TNA 		Direxion Daily Small Cap Bull 3X Shares2024-09-30New Buy
+1.14%
●
34.86 ($41.45) 49.09
$45.50
9.77%
New holding
7,146
7,146
GAUG 		FT Vest U.S. Equity Moderate Buffer ETF - August2024-09-30New Buy
+1.01%
●
33.51 ($34.03) 34.77
$34.79
2.23%
New holding
8,000
8,000
AVUV 		Avantis U.S. Small Cap Value ETF2024-09-30Add
+0.84%
●
88.24 ($93.47) 99.7
$97.02
3.80%
Add 66.51%
6,066
2,423
MSTR 		MicroStrategy Inc2024-09-30New Buy
+0.76%
●
114.3 ($142.97) 180.01
$227.80
59.33%
New holding
1,250
1,250
FLG 		New York Community Bancorp Inc2024-09-30Sold Out
-0.29%
●
9.35 ($10.64) 12
$10.53
-1.03%
Sold Out
0
-7,341
XBAP 		Innovator U.S. Equity Accelerated 9 Buffer ETF - April2024-09-30Reduce
-0.16%
●
31.28 ($32.64) 33.37
$33.52
2.70%
Reduce -0.34%
359,409
-1,220

CROSSPOINT FINANCIAL, LLC Total Holding History ($B)

To

CROSSPOINT FINANCIAL, LLC's Asset Allocation

To

CROSSPOINT FINANCIAL, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CROSSPOINT FINANCIAL, LLC's Hypothetical Growth since 2024-09-30

CROSSPOINT FINANCIAL, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CROSSPOINT FINANCIAL, LLC's Holdings Heat Map

Size field:

CROSSPOINT FINANCIAL, LLC's Holdings Bubble Chart

CROSSPOINT FINANCIAL, LLC News

  • 1

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