Decision Point Financial, LLC New Holdings in Q3 2025

Decision Point Financial, LLC

  • $418 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.49K
New
$49.78 - $50.75 $74K - $75.5K
1.49K $75K
DFUS
Dimensional ETF Tr U S Equity

ETFs
727
New
$67.01 - $72.84 $48.7K - $53K
727 $52K
JMBS
Janus Detroit Str Tr Henderson

ETFs
398
New
$44.34 - $45.94 $17.6K - $18.3K
398 $18K
EDV
Vanguard Extended Duration Tre

ETFs
243
New
$63.28 - $69.5 $15.4K - $16.9K
243 $16K
IQLT
Ishares Msci Intl Quality Fact

ETFs
291
New
$41.43 - $44.2 $12.1K - $12.9K
291 $12K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
384
New
$28.38 - $29.05 $10.9K - $11.2K
384 $11K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
46
New
$195.29 - $223.85 $8.98K - $10.3K
46 $10K
SPTS
Spdr Portfolio Short Term Trea

ETFs
296
New
$29.12 - $29.34 $8.62K - $8.68K
296 $8K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
69
New
$62.54 - $68.42 $4.32K - $4.72K
69 $4K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
45
New
$98.52 - $103.93 $4.43K - $4.68K
45 $4K
MUB
Ishares National Muni Bond ETF

ETFs
29
New
$103.24 - $106.68 $2.99K - $3.09K
29 $3K
BAR
Granite Shares Gold Trust

ETFs
102
New
$32.23 - $38.06 $3.29K - $3.88K
102 $3K
XLF
Financial Sector Spdr

ETFs
60
New
$51.37 - $54.25 $3.08K - $3.26K
60 $3K
NVS
Novartis Ag

Healthcare
25
New
$113.5 - $129.73 $2.84K - $3.24K
25 $3K
NGG
National Grid PLC

Utilities
38
New
$67.98 - $74.38 $2.58K - $2.83K
38 $2K
VEU
Vanguard Ftse All World Ex Us

ETFs
30
New
$66.38 - $71.68 $1.99K - $2.15K
30 $2K
XLC
Select Sector Spdr Tr Communic

ETFs
22
New
$105.99 - $119.41 $2.33K - $2.63K
22 $2K
ASX
Ase Technology Holding Co., Ltd.

Technology
225
New
$9.5 - $11.71 $2.14K - $2.63K
225 $2K
EXI
Ishares Global Industrials ETF

ETFs
14
New
$164.53 - $172.75 $2.3K - $2.42K
14 $2K
BTI
British American Tobacco P.L.C.

Consumer Defensive
56
New
$46.69 - $59.27 $2.61K - $3.32K
56 $2K
ENB
Enbridge Inc

Energy
54
New
$43.79 - $50.46 $2.36K - $2.72K
54 $2K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
22
New
$86.67 - $100.17 $1.91K - $2.2K
22 $1K
TM
Toyota Motor Corp

Consumer Cyclical
9
New
$167.86 - $202.79 $1.51K - $1.83K
9 $1K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
21
New
$81.24 - $97.99 $1.71K - $2.06K
21 $1K
DEO
Diageo PLC

Consumer Defensive
13
New
$93.64 - $115.33 $1.22K - $1.5K
13 $1K
XLU
Utilities Sector Spdr

ETFs
18
New
$81.14 - $87.32 $1.46K - $1.57K
18 $1K
XLP
Consumer Staples Sector Spdr

ETFs
25
New
N/A
25 $1K
SNY
Sanofi

Healthcare
22
New
$45.07 - $51.35 $992 - $1.13K
22 $1K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
109
New
$11.84 - $13.45 $1.29K - $1.47K
109 $1K
FDIS
Fidelity Covington Tr Msci Con

ETFs
16
New
$93.41 - $104.11 $1.49K - $1.67K
16 $1K
ETF Ser Solutions
96
New
N/A
96 $0
Smurfit Westrock PLC
15
New
N/A
15 $0
RIO
Rio Tinto PLC

Basic Materials
14
New
$57.66 - $66.01 $807 - $924
14 $0
Figma Inc
222
New
N/A
222 $0
James Hardie Inds PLC
7
New
N/A
7 $0
Activity Summary
Buys All Purchases 77 New Holdings 36 Increased Positions 41 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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