Decision Point Financial, LLC New Holdings in Q2 2025

Decision Point Financial, LLC

  • $381 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11.6K
New
$55.54 - $69.09 $645K - $803K
11.6K $802K
ENSG
Ensign Group, Inc

Healthcare
1.29K
New
$119.93 - $156.36 $155K - $202K
1.29K $198K
ALK
Alaska Air Group, Inc.

Industrials
1.37K
New
$41.01 - $54.88 $56K - $75K
1.37K $67K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
142
New
$299.15 - $396.54 $42.5K - $56.3K
142 $56K
AMCR
Amcor PLC

Consumer Cyclical
3.56K
New
$8.57 - $9.81 $30.5K - $34.9K
3.56K $32K
KMI
Kinder Morgan, Inc.

Energy
713
New
$25.21 - $29.4 $18K - $21K
713 $20K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
138
New
$121.58 - $136.74 $16.8K - $18.9K
138 $18K
VOE
Vanguard Mid Cap Value Index F

ETFs
93
New
$141.87 - $164.49 $13.2K - $15.3K
93 $15K
LQD
Ishares Iboxx $ Investment Gra

ETFs
122
New
$105.23 - $109.61 $12.8K - $13.4K
122 $13K
AVGO
Broadcom Inc.

Technology
41
New
$146.29 - $275.65 $6K - $11.3K
41 $11K
SPY
Spdr S&P 500 ETF Trust

ETFs
18
New
$496.48 - $617.85 $8.94K - $11.1K
18 $11K
PNTG
Pennant Group, Inc.

Healthcare
295
New
$24.35 - $30.0 $7.18K - $8.85K
295 $8K
ABT
Abbott Laboratories

Healthcare
52
New
$123.95 - $138.08 $6.45K - $7.18K
52 $7K
VXF
Vanguard Extended Market ETF

ETFs
37
New
$150.43 - $192.71 $5.57K - $7.13K
37 $7K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
33
New
$171.4 - $227.1 $5.66K - $7.49K
33 $7K
BCS
Barclays PLC

Financial Services
400
New
$12.69 - $18.61 $5.08K - $7.44K
400 $7K
BSX
Boston Scientific Corp

Healthcare
66
New
$89.7 - $107.41 $5.92K - $7.09K
66 $7K
NFLX
Netflix Inc

Communication Services
5
New
$855.86 - $1339.13 $4.28K - $6.7K
5 $6K
GILD
Gilead Sciences, Inc.

Healthcare
46
New
$96.91 - $113.0 $4.46K - $5.2K
46 $5K
ABBV
Abb Vie Inc.

Healthcare
32
New
$170.16 - $206.27 $5.45K - $6.6K
32 $5K
ISRG
Intuitive Surgical Inc

Healthcare
10
New
$451.58 - $565.94 $4.52K - $5.66K
10 $5K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
38
New
$108.87 - $133.04 $4.14K - $5.06K
38 $5K
MCK
Mckesson Corp

Healthcare
7
New
$652.83 - $732.78 $4.57K - $5.13K
7 $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
V
Visa Inc.

Financial Services
14
New
$308.27 - $373.31 $4.32K - $5.23K
14 $4K
PM
Philip Morris International Inc.

Consumer Defensive
24
New
$149.23 - $184.95 $3.58K - $4.44K
24 $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
MA
Mastercard Inc

Financial Services
8
New
$479.92 - $590.74 $3.84K - $4.73K
8 $4K
WMT
Walmart Inc.

Consumer Defensive
39
New
$81.79 - $99.98 $3.19K - $3.9K
39 $3K
AMGN
Amgen Inc

Healthcare
11
New
$262.28 - $309.85 $2.89K - $3.41K
11 $3K
COST
Costco Wholesale Corp

Consumer Defensive
4
New
$908.13 - $1056.85 $3.63K - $4.23K
4 $3K
SPOT
Spotify Technology S.A.

Communication Services
4
New
$503.3 - $775.9 $2.01K - $3.1K
4 $3K
GE
General Electric CO

Industrials
12
New
$166.81 - $257.39 $2K - $3.09K
12 $3K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
67
New
$27.82 - $46.45 $1.86K - $3.11K
67 $3K
PHYS
Sprott Physical Gold Trust

Financial Services
150
New
$22.82 - $26.29 $3.42K - $3.94K
150 $3K
LRN
Stride, Inc.

Consumer Defensive
27
New
$124.45 - $160.72 $3.36K - $4.34K
27 $3K
SLV
I Shares Silver Trust

ETFs
67
New
$27.08 - $33.74 $1.81K - $2.26K
67 $2K
ABC
Amerisourcebergen Corp

Healthcare
14
New
N/A
14 $2K
CRWD
Crowd Strike Holdings, Inc.

Technology
5
New
$321.63 - $509.31 $1.61K - $2.55K
5 $2K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
50
New
$45.98 - $56.15 $2.3K - $2.81K
50 $2K
TMO
Thermo Fisher Scientific Inc.

Healthcare
7
New
$390.26 - $489.06 $2.73K - $3.42K
7 $2K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
68
New
$26.18 - $30.91 $1.78K - $2.1K
68 $2K
LYG
Lloyds Banking Group PLC

Financial Services
500
New
$3.32 - $4.29 $1.66K - $2.15K
500 $2K
WMB
Williams Companies, Inc.

Energy
33
New
$54.33 - $62.87 $1.79K - $2.07K
33 $2K
CAH
Cardinal Health Inc

Healthcare
17
New
$125.0 - $168.0 $2.13K - $2.86K
17 $2K
TTD
Trade Desk, Inc.

Technology
32
New
$45.27 - $79.4 $1.45K - $2.54K
32 $2K
WFC
Wells Fargo & Company

Financial Services
27
New
$60.98 - $80.12 $1.65K - $2.16K
27 $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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