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
DGX
Quest Diagnostics Inc

Healthcare
15
New
N/A
15 $2K
T
At&T Inc.

Communication Services
75
New
$26.33 - $28.94 $1.97K - $2.17K
75 $2K
EQT
Eqt Corp

Energy
37
New
$46.11 - $60.44 $1.71K - $2.24K
37 $2K
MGK
Vanguard Mega Cap Growth ETF

ETFs
8
New
$273.67 - $366.17 $2.19K - $2.93K
8 $2K
CRK
Comstock Resources Inc

Energy
39
New
$17.12 - $30.74 $668 - $1.2K
39 $1K
HYG
Ishares Tr

ETFs
20
New
$75.75 - $80.65 $1.52K - $1.61K
20 $1K
ECL
Ecolab Inc.

Basic Materials
4
New
$225.65 - $270.95 $903 - $1.08K
4 $1K
COIN
Coinbase Global, Inc.

Technology
3
New
$151.47 - $375.07 $454 - $1.13K
3 $1K
ELV
Elevance Health, Inc.

Healthcare
5
New
$372.27 - $452.69 $1.86K - $2.26K
5 $1K
EHC
Encompass Health Corp

Healthcare
11
New
$96.12 - $122.63 $1.06K - $1.35K
11 $1K
NTR
Nutrien Ltd.

Basic Materials
20
New
$46.88 - $62.89 $938 - $1.26K
20 $1K
C
Citigroup Inc

Financial Services
14
New
$58.13 - $85.12 $814 - $1.19K
14 $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
FTNT
Fortinet, Inc.

Technology
10
New
$84.71 - $108.69 $847 - $1.09K
10 $1K
FICO
Fair Isaac Corp

Technology
1
New
$1503.62 - $2206.01 $1.5K - $2.21K
1 $1K
EBAY
Ebay Inc

Consumer Cyclical
17
New
$59.52 - $79.36 $1.01K - $1.35K
17 $1K
NFG
National Fuel Gas CO

Energy
14
New
$73.0 - $86.01 $1.02K - $1.2K
14 $1K
DUK
Duke Energy Corp

Utilities
14
New
$112.46 - $124.05 $1.57K - $1.74K
14 $1K
SPGI
S&P Global Inc.

Financial Services
3
New
$438.31 - $527.29 $1.31K - $1.58K
3 $1K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
6
New
$201.28 - $266.34 $1.21K - $1.6K
6 $1K
SCHW
Schwab Charles Corp

Financial Services
17
New
$69.06 - $91.24 $1.17K - $1.55K
17 $1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6
New
$212.1 - $244.27 $1.27K - $1.47K
6 $1K
HUBS
Hubspot Inc

Technology
2
New
$487.07 - $672.24 $974 - $1.34K
2 $1K
ROK
Rockwell Automation, Inc

Industrials
4
New
$218.97 - $332.17 $876 - $1.33K
4 $1K
PANW
Palo Alto Networks Inc

Technology
5
New
$152.44 - $204.64 $762 - $1.02K
5 $1K
ICE
Intercontinental Exchange, Inc.

Financial Services
6
New
$151.62 - $183.47 $910 - $1.1K
6 $1K
IBM
International Business Machines Corp

Technology
6
New
$221.03 - $294.78 $1.33K - $1.77K
6 $1K
ETN
Eaton Corp PLC

Industrials
4
New
$246.52 - $356.99 $986 - $1.43K
4 $1K
MCD
Mcdonalds Corp

Consumer Cyclical
6
New
$285.55 - $321.23 $1.71K - $1.93K
6 $1K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
15
New
$87.84 - $1441.89 $1.32K - $21.6K
15 $1K
EBND
Spdr Bloomberg Emerging Market

ETFs
62
New
$19.57 - $21.4 $1.21K - $1.33K
62 $1K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
40
New
$38.81 - $44.28 $1.55K - $1.77K
40 $1K
WY
Weyerhaeuser CO

Real Estate
40
New
$24.69 - $29.48 $988 - $1.18K
40 $1K
VONG
Vanguard Russell 1000 Growth E

ETFs
10
New
$82.51 - $109.2 $825 - $1.09K
10 $1K
MTD
Mettler Toledo International Inc

Healthcare
1
New
$970.15 - $1216.57 $970 - $1.22K
1 $1K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
145
New
$4.61 - $7.23 $668 - $1.05K
145 $1K
ADP
Automatic Data Processing Inc

Industrials
4
New
$276.76 - $326.81 $1.11K - $1.31K
4 $1K
VRSN
Verisign Inc

Technology
5
New
$234.49 - $288.8 $1.17K - $1.44K
5 $1K
AMP
Ameriprise Financial Inc

Financial Services
2
New
$422.19 - $533.73 $844 - $1.07K
2 $1K
BX
Blackstone Inc.

Financial Services
7
New
$120.07 - $151.11 $840 - $1.06K
7 $1K
MIR
Mirion Technologies, Inc.

Industrials
47
New
$12.7 - $21.71 $597 - $1.02K
47 $1K
AMT
American Tower Corp

Real Estate
9
New
$203.96 - $228.19 $1.84K - $2.05K
9 $1K
KKR
Kkr & Co. Inc.

Financial Services
8
New
$92.79 - $134.29 $742 - $1.07K
8 $1K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
65
New
$18.54 - $19.95 $1.21K - $1.3K
65 $1K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
25
New
$41.45 - $54.46 $1.04K - $1.36K
25 $1K
KLAC
Kla Corp

Technology
2
New
$576.53 - $902.94 $1.15K - $1.81K
2 $1K
BAC
Bank Of America Corp

Financial Services
28
New
$34.39 - $47.46 $963 - $1.33K
28 $1K
VNM
Vaneck Vietnam ETF

ETFs
84
New
$10.13 - $13.96 $851 - $1.17K
84 $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
Track This Portfolio

Track Decision Point Financial, LLC Portfolio

Follow Decision Point Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Decision Point Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Decision Point Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email