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
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
MMM
3 M CO

Industrials
8
New
$126.09 - $154.15 $1.01K - $1.23K
8 $1K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
42
New
$23.44 - $28.85 $984 - $1.21K
42 $1K
EWS
Ishares Inc Msci Singapore ETF

ETFs
42
New
$20.22 - $26.35 $849 - $1.11K
42 $1K
LYV
Live Nation Entertainment, Inc.

Communication Services
8
New
$118.81 - $151.28 $950 - $1.21K
8 $1K
CI
Cigna Corp

Healthcare
6
New
$301.89 - $340.04 $1.81K - $2.04K
6 $1K
MOS
Mosaic CO

Basic Materials
34
New
$22.76 - $36.95 $774 - $1.26K
34 $1K
MDT
Medtronic PLC

Healthcare
16
New
$80.68 - $88.86 $1.29K - $1.42K
16 $1K
MSTR
Microstrategy Inc

Technology
3
New
$237.95 - $421.61 $714 - $1.26K
3 $1K
COF
Capital One Financial Corp

Financial Services
7
New
$150.57 - $212.76 $1.05K - $1.49K
7 $1K
TDG
Trans Digm Group Inc

Industrials
1
New
$1231.75 - $1520.64 $1.23K - $1.52K
1 $1K
MS
Morgan Stanley

Financial Services
12
New
$99.83 - $140.86 $1.2K - $1.69K
12 $1K
MDLZ
Mondelez International, Inc.

Consumer Defensive
8
New
$63.54 - $68.5 $508 - $548
8 $0
Perimeter Solutions Inc
71
New
N/A
71 $0
PNC
Pnc Financial Services Group, Inc.

Financial Services
5
New
$149.76 - $186.42 $749 - $932
5 $0
PDFS
Pdf Solutions Inc

Technology
21
New
$16.41 - $21.44 $345 - $450
21 $0
MET
Metlife Inc

Financial Services
8
New
$68.42 - $82.49 $547 - $660
8 $0
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
84
New
N/A
84 $0
PCG
Pg&E Corp

Utilities
21
New
$13.55 - $17.87 $285 - $375
21 $0
PLMR
Palomar Holdings, Inc.

Financial Services
3
New
$129.99 - $175.67 $390 - $527
3 $0
PPC
Pilgrims Pride Corp

Consumer Defensive
12
New
$44.55 - $56.26 $535 - $675
12 $0
MLM
Martin Marietta Materials Inc

Basic Materials
1
New
$452.51 - $568.19 $453 - $568
1 $0
OBNK
Origin Bancorp, Inc.

Financial Services
8
New
N/A
8 $0
Phinia Inc
6
New
N/A
6 $0
MASI
Masimo Corp

Healthcare
1
New
$144.4 - $171.97 $144 - $172
1 $0
MKSI
Mks Instruments Inc

Technology
8
New
$58.78 - $100.27 $470 - $802
8 $0
ORI
Old Republic International Corp

Financial Services
8
New
$35.25 - $39.79 $282 - $318
8 $0
TAP
Molson Coors Beverage CO

Consumer Defensive
5
New
$47.24 - $62.46 $236 - $312
5 $0
PYPL
Pay Pal Holdings, Inc.

Financial Services
6
New
$57.41 - $74.81 $344 - $449
6 $0
MCW
Mister Car Wash, Inc.

Consumer Cyclical
118
New
$6.01 - $8.06 $709 - $951
118 $0
PINS
Pinterest, Inc.

Communication Services
6
New
$24.21 - $35.95 $145 - $216
6 $0
PCAR
Paccar Inc

Industrials
6
New
$86.4 - $99.09 $518 - $595
6 $0
OSCR
Oscar Health, Inc.

Healthcare
27
New
$11.6 - $21.44 $313 - $579
27 $0
MNRO
Monro, Inc.

Consumer Cyclical
33
New
$12.22 - $17.26 $403 - $570
33 $0
Noble Corp PLC
32
New
N/A
32 $0
MNST
Monster Beverage Corp

Consumer Defensive
8
New
$55.01 - $64.24 $440 - $514
8 $0
MLNK
Meridian Link, Inc.

Technology
6
New
$15.77 - $18.76 $94.6 - $113
6 $0
MDU
Mdu Resources Group Inc

Industrials
49
New
$15.6 - $17.76 $764 - $870
49 $0
MCO
Moodys Corp

Financial Services
1
New
$396.7 - $501.59 $397 - $502
1 $0
NEE
Nextera Energy Inc

Utilities
11
New
$64.11 - $75.0 $705 - $825
11 $0
NTRA
Natera, Inc.

Healthcare
2
New
$132.23 - $171.87 $264 - $344
2 $0
NTAP
Net App, Inc.

Technology
7
New
$76.1 - $106.55 $533 - $746
7 $0
Newsmax Inc
600
New
N/A
600 $0
NEM
Newmont Corp

Basic Materials
8
New
$44.18 - $59.46 $353 - $476
8 $0
MPWR
Monolithic Power Systems Inc

Technology
1
New
$455.19 - $737.73 $455 - $738
1 $0
NOC
Northrop Grumman Corp

Industrials
1
New
$456.3 - $540.39 $456 - $540
1 $0
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
11
New
$15.5 - $20.28 $171 - $223
11 $0
ORA
Ormat Technologies, Inc.

Utilities
4
New
$66.4 - $86.59 $266 - $346
4 $0
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