Crosspoint Financial, LLC Portfolio Holdings

Crosspoint Financial, LLC

  • $34.5 Billion
  • Q1 2025

Crosspoint Financial, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $34.5 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator ETF Tr Us Equity Acc with a value of $12.5B, Berkshire Hathaway Inc Class B with a value of $4.61B, Ishares Tr Cybersecurity & Tec with a value of $2.39B, Innovator Etfs Tr Us Equity Ac with a value of $1.48B, and Direxion Shs ETF Tr with a value of $1.23B.

Examining the 13F form we can see an increase of $5.43B in the current position value, from $29.1B to 34.5B.

Crosspoint Financial, LLC is based out at Tustin, CA

Below you can find more details about Crosspoint Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $34.5 Billion
ETFs: $9.01 Billion
Financial Services: $4.9 Billion
Technology: $1.39 Billion
Communication Services: $900 Million
Consumer Cyclical: $327 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.5 Billion 36.18% of portfolio
358,019
Q1 2025 Reduced 0.39%
$694B
$4.61 Billion 13.34% of portfolio
8,649
Q1 2025 Added 0.51%
$0
$2.39 Billion 6.93% of portfolio
50,937
Q1 2025 Added 5.83%
$0
$1.48 Billion 4.29% of portfolio
49,808
Q1 2025 Added 331.24%
Direxion Shs ETF Tr
-
$1.23 Billion 3.55% of portfolio
-
Q1 2025 New
$52.7B
$1.05 Billion 3.04% of portfolio
17,806
Q1 2025 Added 4.4%
$0
$1.03 Billion 2.97% of portfolio
3,911
Q1 2025 Reduced 12.56%
$0
$1.01 Billion 2.92% of portfolio
31,141
Q1 2025 New
$0
$931 Million 2.69% of portfolio
21,895
Q1 2025 Reduced 19.89%
Ishares Tr
-
$888 Million 2.57% of portfolio
-
Q1 2025 Added 0.09%
$0
$753 Million 2.18% of portfolio
22,250
Q3 2024 New
$0
$628 Million 1.82% of portfolio
7,202
Q1 2025 Added 18.73%
$1.25T
$556 Million 1.61% of portfolio
965
Q1 2024 Reduced 2.03%
Innovator Etfs Trust
-
$494 Million 1.43% of portfolio
-
Q2 2024 New
$0
$491 Million 1.42% of portfolio
17,400
Q1 2025 New
Ishares Tr
-
$478 Million 1.38% of portfolio
-
Q1 2025 New
Dbx ETF Tr
-
$432 Million 1.25% of portfolio
-
Q1 2025 Added 0.08%
$271B
$407 Million 1.18% of portfolio
3,757
Q1 2025 Added 0.05%
-
$368 Million 1.06% of portfolio
-
Q1 2025 Reduced 2.26%
$0
$344 Million 1.0% of portfolio
16,416
Q1 2025 Added 2.13%
Innovator Etfs Trust
-
$311 Million 0.9% of portfolio
-
Q1 2025 New
$12.1B
$294 Million 0.85% of portfolio
3,279
Q4 2023 New
$1.88T
$293 Million 0.85% of portfolio
1,540
Q1 2025 Reduced 6.1%
American Centy ETF Tr
-
$290 Million 0.84% of portfolio
-
Q1 2025 New
$3.42T
$281 Million 0.81% of portfolio
1,267
Q1 2025 Reduced 7.11%
First Tr Exchng Traded Fd Vi
-
$278 Million 0.8% of portfolio
-
Q3 2024 New
$2.95T
$235 Million 0.68% of portfolio
626
Q1 2025 Reduced 23.47%
$4.21B
$33.9 Million 0.1% of portfolio
14,000
Q1 2025 New
$0
$1.86 Million 0.01% of portfolio
10,000
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $34.5 Billion
  • Prior Value $29.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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