Decision Point Financial, LLC Reduced Holdings in Q1 2025

Decision Point Financial, LLC

  • $343 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HOMB
Home Bancshares Inc

Financial Services
-14.6K
- 1.95%
$27.23 - $31.23 $397K - $455K
734K $20.7M
AAPL
Apple Inc.

Technology
-105
- 0.75%
$209.68 - $247.1 $22K - $25.9K
13.9K $3.08M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-4.58K
- 4.17%
$49.6 - $50.28 $227K - $230K
105K $5.29M
AMZN
Amazon Com Inc

Consumer Cyclical
-99
- 2.06%
$190.26 - $242.06 $18.8K - $24K
4.7K $894K
GOOGL
Alphabet Inc.

Communication Services
-99
- 7.8%
$154.33 - $206.19 $15.3K - $20.4K
1.17K $181K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7
- 0.33%
$507.05 - $563.67 $3.55K - $3.95K
2.14K $1.1M
IWM
Ishares Russell 2000 ETF

ETFs
-137
- 68.16%
$198.1 - $229.79 $27.1K - $31.5K
64 $12K
TSLA
Tesla, Inc.

Consumer Cyclical
-38
- 30.4%
$222.15 - $428.22 $8.44K - $16.3K
87 $22K
GOOG
Alphabet Inc.

Communication Services
-25
- 4.59%
$156.06 - $207.71 $3.9K - $5.19K
520 $81K
SNA
Snap On Inc

Industrials
-59
- 79.73%
$324.09 - $358.62 $19.1K - $21.2K
15 $5K
AIG
American International Group, Inc.

Financial Services
-300
- 37.5%
$70.5 - $86.94 $21.2K - $26.1K
500 $43K
XLI
Industrial Sector Spdr

ETFs
-63
- 25.93%
$128.78 - $141.67 $8.11K - $8.93K
180 $23K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-136
- 8.9%
$67.41 - $69.37 $9.17K - $9.43K
1.39K $95K
RBLX
Roblox Corp

Communication Services
-100
- 50.0%
$53.77 - $75.47 $5.38K - $7.55K
100 $5K
VTRS
Viatris Inc

Healthcare
-400
- 71.81%
$8.68 - $12.42 $3.47K - $4.97K
157 $1K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-11
- 4.89%
$102.49 - $119.96 $1.13K - $1.32K
214 $22K
BA
Boeing CO

Industrials
-10
- 66.67%
$148.15 - $186.25 $1.48K - $1.86K
5 $0
JNJ
Johnson & Johnson

Healthcare
-45
- 12.68%
$142.06 - $167.7 $6.39K - $7.55K
310 $51K
DFAE
Dimensional ETF Tr

ETFs
-4.04K
- 1.86%
$24.64 - $26.86 $99.6K - $109K
213K $5.52M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-124
- 0.8%
$42.5 - $46.71 $5.27K - $5.79K
15.3K $691K
DFAX
Dimensional ETF Tr
-16
- 0.08%
$24.45 - $27.2 $391 - $435
19.4K $508K
VEA
Vanguard Ftse Developed Market

ETFs
-271
- 1.98%
$47.4 - $52.99 $12.8K - $14.4K
13.4K $682K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 0.27%
$442.66 - $534.52 $443 - $535
365 $194K
DFAI
Dimensional ETF Tr

ETFs
-18.2K
- 2.72%
$28.88 - $32.4 $527K - $591K
652K $20.4M
Activity Summary
Buys All Purchases 49 New Holdings 18 Increased Positions 31 Sells All Sells 26 Reductions 25 Sold out 1 Options Calls 0 Puts 0
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