Decision Point Financial, LLC Sells in Q2 2025

Decision Point Financial, LLC

  • $381 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HOMB
Home Bancshares Inc

Financial Services
-61.4K
- 8.37%
$25.05 - $29.62 $1.54M - $1.82M
672K $19.1M
AAPL
Apple Inc.

Technology
-3.08K
- 22.15%
$172.42 - $223.89 $530K - $688K
10.8K $2.22M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-17.7K
- 12.14%
$21.85 - $22.76 $387K - $403K
128K $2.92M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-6.02K
- 81.03%
$22.92 - $28.05 $138K - $169K
1.41K $39K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-2.72K
- 2.59%
$49.79 - $50.59 $135K - $138K
102K $5.18M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.05K
- 22.39%
$167.32 - $223.3 $176K - $235K
3.65K $800K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-15
- 93.75%
$4164.15 - $5789.24 $62.5K - $86.8K
1 $5K
VGT
Vanguard Information Technolog

ETFs
-158
- 47.88%
$470.37 - $663.28 $74.3K - $105K
172 $114K
IVV
Ishares Core S&P 500 ETF

ETFs
-104
- 27.88%
$498.8 - $620.9 $51.9K - $64.6K
269 $167K
RF
Regions Financial Corp

Financial Services
-2.55K
- 23.85%
$18.34 - $23.52 $46.8K - $60.1K
8.15K $191K
AMD
Advanced Micro Devices Inc

Technology
-392
- 93.56%
$78.21 - $143.81 $30.7K - $56.4K
27 $3K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-754
- 7.47%
$46.77 - $47.89 $35.3K - $36.1K
9.34K $443K
PFE
Pfizer Inc

Healthcare
-1.37K
- 47.75%
$21.59 - $24.84 $29.6K - $34.1K
1.5K $36K
AIG
American International Group, Inc.

Financial Services
-393
- 78.6%
$77.56 - $87.72 $30.5K - $34.5K
107 $9K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-477
- 34.27%
$68.11 - $69.33 $32.5K - $33.1K
915 $63K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-269
- 65.93%
$108.12 - $135.04 $29.1K - $36.3K
139 $18K
BMY
Bristol Myers Squibb CO

Healthcare
-500
- 99.01%
$44.12 - $59.6 $22.1K - $29.8K
5 $0
RTX
Raytheon Technologies Corp

Industrials
-208
- 94.55%
$113.75 - $148.48 $23.7K - $30.9K
12 $1K
PG
Procter & Gamble CO

Consumer Defensive
-143
- 43.33%
$157.66 - $172.39 $22.5K - $24.7K
187 $29K
KO
Coca Cola CO

Consumer Defensive
-323
- 92.29%
$68.37 - $73.9 $22.1K - $23.9K
27 $1K
MAS
Masco Corp

Industrials
-263
- 98.13%
$58.73 - $71.06 $15.4K - $18.7K
5 $0
MU
Micron Technology Inc

Technology
-204
- 92.73%
$64.72 - $127.91 $13.2K - $26.1K
16 $1K
ALLY
Ally Financial Inc.

Financial Services
-394
- 98.5%
$30.09 - $38.95 $11.9K - $15.3K
6 $0
CARR
Carrier Global Corp

Industrials
-216
- 98.18%
$55.55 - $75.83 $12K - $16.4K
4 $0
MO
Altria Group, Inc.

Consumer Defensive
-196
- 98.0%
$55.56 - $60.91 $10.9K - $11.9K
4 $0
OTIS
Otis Worldwide Corp

Industrials
-107
- 97.27%
$90.88 - $104.3 $9.72K - $11.2K
3 $0
XOM
Exxon Mobil Corp

Energy
-86
- 77.48%
$99.93 - $119.04 $8.59K - $10.2K
25 $2K
VT
Vanguard Total World Stk Index

ETFs
-328
- 12.9%
$103.16 - $128.52 $33.8K - $42.2K
2.22K $284K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-39
- 2.0%
$21.02 - $26.3 $820 - $1.03K
1.91K $40K
IWM
Ishares Russell 2000 ETF

ETFs
-25
- 39.06%
$174.82 - $215.79 $4.37K - $5.39K
39 $8K
PLD
Prologis, Inc.

Real Estate
-27
- 33.75%
$89.76 - $112.34 $2.42K - $3.03K
53 $5K
FCX
Freeport Mcmoran Inc

Basic Materials
-85
- 85.0%
$29.15 - $44.46 $2.48K - $3.78K
15 $0
MGM
Mgm Resorts International

Consumer Cyclical
-94
- 94.0%
$25.79 - $34.95 $2.42K - $3.29K
6 $0
UPST
Upstart Holdings, Inc.

Financial Services
-42
- 89.36%
$34.8 - $64.85 $1.46K - $2.72K
5 $0
WST
West Pharmaceutical Services Inc

Healthcare
-1
- 20.0%
$190.39 - $227.7 $190 - $228
4 $0
VO
Vanguard Mid Cap ETF

ETFs
-19
- 3.96%
$228.54 - $279.83 $4.34K - $5.32K
461 $129K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-853
- 0.65%
$77.94 - $79.5 $66.5K - $67.8K
131K $10.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-174
- 13.3%
$320.42 - $424.58 $55.8K - $73.9K
1.13K $481K
GOOGL
Alphabet Inc.

Communication Services
-41
- 3.5%
$144.7 - $178.6 $5.93K - $7.32K
1.13K $199K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-392
- 2.56%
$39.89 - $49.46 $15.6K - $19.4K
14.9K $736K
VEA
Vanguard Ftse Developed Market

ETFs
-578
- 4.31%
$45.65 - $57.01 $26.4K - $33K
12.8K $732K
DFAX
Dimensional ETF Tr
-105
- 0.54%
$23.37 - $29.39 $2.45K - $3.09K
19.3K $566K
ORCL
Oracle Corp

Technology
-16
- 1.99%
$122.82 - $218.63 $1.97K - $3.5K
789 $172K
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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