Decision Point Financial, LLC Purchases in Q2 2025

Decision Point Financial, LLC

  • $381 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
52
New
$123.95 - $138.08 $6.45K - $7.18K
52 $7K
BCS
Barclays PLC

Financial Services
400
New
$12.69 - $18.61 $5.08K - $7.44K
400 $7K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
33
New
$171.4 - $227.1 $5.66K - $7.49K
33 $7K
VXF
Vanguard Extended Market ETF

ETFs
37
New
$150.43 - $192.71 $5.57K - $7.13K
37 $7K
BSX
Boston Scientific Corp

Healthcare
66
New
$89.7 - $107.41 $5.92K - $7.09K
66 $7K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
60
+ 1.0%
$100.35 - $100.71 $6.02K - $6.04K
6.04K $607K
NFLX
Netflix Inc

Communication Services
5
New
$855.86 - $1339.13 $4.28K - $6.7K
5 $6K
ABBV
Abb Vie Inc.

Healthcare
32
New
$170.16 - $206.27 $5.45K - $6.6K
32 $5K
RBLX
Roblox Corp

Communication Services
4
+ 4.0%
$51.22 - $105.59 $205 - $422
104 $10K
ISRG
Intuitive Surgical Inc

Healthcare
10
New
$451.58 - $565.94 $4.52K - $5.66K
10 $5K
NKE
Nike, Inc.

Consumer Cyclical
2
+ 0.31%
$53.27 - $72.04 $107 - $144
642 $45K
GILD
Gilead Sciences, Inc.

Healthcare
46
New
$96.91 - $113.0 $4.46K - $5.2K
46 $5K
MCK
Mckesson Corp

Healthcare
7
New
$652.83 - $732.78 $4.57K - $5.13K
7 $5K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
38
New
$108.87 - $133.04 $4.14K - $5.06K
38 $5K
LLY
Eli Lilly & CO

Healthcare
7
+ 33.33%
$713.71 - $898.95 $5K - $6.29K
28 $21K
V
Visa Inc.

Financial Services
14
New
$308.27 - $373.31 $4.32K - $5.23K
14 $4K
SYK
Stryker Corp

Healthcare
12
New
$337.37 - $395.63 $4.05K - $4.75K
12 $4K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
9
New
$421.16 - $509.5 $3.79K - $4.59K
9 $4K
NET
Cloudflare, Inc.

Technology
20
+ 222.22%
$97.08 - $195.83 $1.94K - $3.92K
29 $5K
CVS
Cvs Health Corp

Healthcare
58
New
$60.04 - $70.18 $3.48K - $4.07K
58 $4K
DHR
Danaher Corp

Healthcare
25
New
$174.64 - $205.16 $4.37K - $5.13K
25 $4K
MA
Mastercard Inc

Financial Services
8
New
$479.92 - $590.74 $3.84K - $4.73K
8 $4K
PM
Philip Morris International Inc.

Consumer Defensive
24
New
$149.23 - $184.95 $3.58K - $4.44K
24 $4K
CAT
Caterpillar Inc

Industrials
5
+ 33.33%
$273.94 - $388.21 $1.37K - $1.94K
20 $7K
VUG
Vanguard Growth ETF

ETFs
4
+ 17.39%
$329.49 - $438.4 $1.32K - $1.75K
27 $11K
GE
General Electric CO

Industrials
12
New
$166.81 - $257.39 $2K - $3.09K
12 $3K
DIHP
Dimensional ETF Tr Dimensional

ETFs
11
+ 1.07%
$24.32 - $29.74 $268 - $327
1.04K $30K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
67
New
$27.82 - $46.45 $1.86K - $3.11K
67 $3K
AMGN
Amgen Inc

Healthcare
11
New
$262.28 - $309.85 $2.89K - $3.41K
11 $3K
LRN
Stride, Inc.

Consumer Defensive
27
New
$124.45 - $160.72 $3.36K - $4.34K
27 $3K
SNOW
Snowflake Inc.

Technology
2
+ 8.0%
$130.53 - $223.77 $261 - $448
27 $6K
SPOT
Spotify Technology S.A.

Communication Services
4
New
$503.3 - $775.9 $2.01K - $3.1K
4 $3K
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 1.75%
$335.24 - $380.78 $2.35K - $2.67K
407 $149K
PHYS
Sprott Physical Gold Trust

Financial Services
150
New
$22.82 - $26.29 $3.42K - $3.94K
150 $3K
WMT
Walmart Inc.

Consumer Defensive
39
New
$81.79 - $99.98 $3.19K - $3.9K
39 $3K
JCI
Johnson Controls International PLC

Industrials
3
+ 3.61%
$71.14 - $105.62 $213 - $317
86 $9K
COST
Costco Wholesale Corp

Consumer Defensive
4
New
$908.13 - $1056.85 $3.63K - $4.23K
4 $3K
TMO
Thermo Fisher Scientific Inc.

Healthcare
7
New
$390.26 - $489.06 $2.73K - $3.42K
7 $2K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
9
+ 7.14%
$95.74 - $115.54 $862 - $1.04K
135 $15K
TTD
Trade Desk, Inc.

Technology
32
New
$45.27 - $79.4 $1.45K - $2.54K
32 $2K
WM
Waste Management Inc

Industrials
9
+ 45.0%
$216.47 - $242.1 $1.95K - $2.18K
29 $6K
SLV
I Shares Silver Trust

ETFs
67
New
$27.08 - $33.74 $1.81K - $2.26K
67 $2K
AON
Aon PLC

Financial Services
4
+ 80.0%
$335.85 - $398.81 $1.34K - $1.6K
9 $3K
WFC
Wells Fargo & Company

Financial Services
27
New
$60.98 - $80.12 $1.65K - $2.16K
27 $2K
CRWD
Crowd Strike Holdings, Inc.

Technology
5
New
$321.63 - $509.31 $1.61K - $2.55K
5 $2K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
68
New
$26.18 - $30.91 $1.78K - $2.1K
68 $2K
EQT
Eqt Corp

Energy
37
New
$46.11 - $60.44 $1.71K - $2.24K
37 $2K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
50
New
$45.98 - $56.15 $2.3K - $2.81K
50 $2K
ABC
Amerisourcebergen Corp

Healthcare
14
New
N/A
14 $2K
Activity Summary
Buys All Purchases 524 New Holdings 442 Increased Positions 82 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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