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
WMB
Williams Companies, Inc.

Energy
33
New
$54.33 - $62.87 $1.79K - $2.07K
33 $2K
UBER
Uber Technologies, Inc

Technology
23
+ 2300.0%
$64.62 - $93.3 $1.49K - $2.15K
24 $2K
LYG
Lloyds Banking Group PLC

Financial Services
500
New
$3.32 - $4.29 $1.66K - $2.15K
500 $2K
ADBE
Adobe Inc.

Technology
4
+ 200.0%
$340.0 - $420.68 $1.36K - $1.68K
6 $2K
T
At&T Inc.

Communication Services
75
New
$26.33 - $28.94 $1.97K - $2.17K
75 $2K
CCL
Carnival Corp

Consumer Cyclical
14
+ 14.0%
$16.43 - $28.12 $230 - $394
114 $3K
CAH
Cardinal Health Inc

Healthcare
17
New
$125.0 - $168.0 $2.13K - $2.86K
17 $2K
MGK
Vanguard Mega Cap Growth ETF

ETFs
8
New
$273.67 - $366.17 $2.19K - $2.93K
8 $2K
DGX
Quest Diagnostics Inc

Healthcare
15
New
N/A
15 $2K
FTNT
Fortinet, Inc.

Technology
10
New
$84.71 - $108.69 $847 - $1.09K
10 $1K
QCOM
Qualcomm Inc

Technology
12
New
$124.66 - $159.48 $1.5K - $1.91K
12 $1K
GRMN
Garmin LTD

Technology
7
New
$173.63 - $218.07 $1.22K - $1.53K
7 $1K
MIR
Mirion Technologies, Inc.

Industrials
47
New
$12.7 - $21.71 $597 - $1.02K
47 $1K
PNFP
Pinnacle Financial Partners Inc

Financial Services
4
+ 2.7%
$87.19 - $111.51 $349 - $446
152 $16K
GD
General Dynamics Corp

Industrials
1
+ 5.56%
$247.68 - $291.66 $248 - $292
19 $5K
PSA
Public Storage

Real Estate
2
+ 5.13%
$266.31 - $309.77 $533 - $620
41 $12K
HUBS
Hubspot Inc

Technology
2
New
$487.07 - $672.24 $974 - $1.34K
2 $1K
WELL
Welltower Inc.

Real Estate
8
New
$136.49 - $155.22 $1.09K - $1.24K
8 $1K
AMT
American Tower Corp

Real Estate
9
New
$203.96 - $228.19 $1.84K - $2.05K
9 $1K
WY
Weyerhaeuser CO

Real Estate
40
New
$24.69 - $29.48 $988 - $1.18K
40 $1K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
6
New
$201.28 - $266.34 $1.21K - $1.6K
6 $1K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
15
New
$87.84 - $1441.89 $1.32K - $21.6K
15 $1K
ICE
Intercontinental Exchange, Inc.

Financial Services
6
New
$151.62 - $183.47 $910 - $1.1K
6 $1K
MTD
Mettler Toledo International Inc

Healthcare
1
New
$970.15 - $1216.57 $970 - $1.22K
1 $1K
MCD
Mcdonalds Corp

Consumer Cyclical
6
New
$285.55 - $321.23 $1.71K - $1.93K
6 $1K
ELV
Elevance Health, Inc.

Healthcare
5
New
$372.27 - $452.69 $1.86K - $2.26K
5 $1K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
42
New
$23.44 - $28.85 $984 - $1.21K
42 $1K
PANW
Palo Alto Networks Inc

Technology
5
New
$152.44 - $204.64 $762 - $1.02K
5 $1K
MSTR
Microstrategy Inc

Technology
3
New
$237.95 - $421.61 $714 - $1.26K
3 $1K
SCHW
Schwab Charles Corp

Financial Services
17
New
$69.06 - $91.24 $1.17K - $1.55K
17 $1K
ECL
Ecolab Inc.

Basic Materials
4
New
$225.65 - $270.95 $903 - $1.08K
4 $1K
SPGI
S&P Global Inc.

Financial Services
3
New
$438.31 - $527.29 $1.31K - $1.58K
3 $1K
EBAY
Ebay Inc

Consumer Cyclical
17
New
$59.52 - $79.36 $1.01K - $1.35K
17 $1K
ETN
Eaton Corp PLC

Industrials
4
New
$246.52 - $356.99 $986 - $1.43K
4 $1K
EWS
Ishares Inc Msci Singapore ETF

ETFs
42
New
$20.22 - $26.35 $849 - $1.11K
42 $1K
MDT
Medtronic PLC

Healthcare
16
New
$80.68 - $88.86 $1.29K - $1.42K
16 $1K
FICO
Fair Isaac Corp

Technology
1
New
$1503.62 - $2206.01 $1.5K - $2.21K
1 $1K
ROK
Rockwell Automation, Inc

Industrials
4
New
$218.97 - $332.17 $876 - $1.33K
4 $1K
HYG
Ishares Tr

ETFs
20
New
$75.75 - $80.65 $1.52K - $1.61K
20 $1K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
145
New
$4.61 - $7.23 $668 - $1.05K
145 $1K
EHC
Encompass Health Corp

Healthcare
11
New
$96.12 - $122.63 $1.06K - $1.35K
11 $1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6
New
$212.1 - $244.27 $1.27K - $1.47K
6 $1K
VONG
Vanguard Russell 1000 Growth E

ETFs
10
New
$82.51 - $109.2 $825 - $1.09K
10 $1K
COF
Capital One Financial Corp

Financial Services
7
New
$150.57 - $212.76 $1.05K - $1.49K
7 $1K
URI
United Rentals, Inc.

Industrials
2
New
$551.94 - $753.4 $1.1K - $1.51K
2 $1K
UNP
Union Pacific Corp

Industrials
7
New
$208.27 - $238.46 $1.46K - $1.67K
7 $1K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2
+ 66.67%
$225.56 - $335.19 $451 - $670
5 $1K
TDG
Trans Digm Group Inc

Industrials
1
New
$1231.75 - $1520.64 $1.23K - $1.52K
1 $1K
C
Citigroup Inc

Financial Services
14
New
$58.13 - $85.12 $814 - $1.19K
14 $1K
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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