Crosspoint Financial, LLC Portfolio Holdings

Crosspoint Financial, LLC

  • $29.1 Billion
  • Q3 2024

Crosspoint Financial, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $29.1 Billion distributed in 25 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 $12B, Berkshire Hathaway Inc Class B with a value of $3.96B, Ishares Tr Cybersecurity & Tec with a value of $2.35B, Vaneck ETF Tr Oil Services ETF with a value of $1.27B, and ETF Ser Solutions Defiance Nex with a value of $1.19B.

Examining the 13F form we can see an increase of $4.62B in the current position value, from $24.5B to 29.1B.

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 $29.1 Billion
ETFs: $6.89 Billion
Financial Services: $4.23 Billion
Technology: $1.54 Billion
Communication Services: $899 Million
Consumer Cyclical: $306 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$599B
$3.96 Billion 13.61% of portfolio
8,605
Q4 2022 New
$1.33T
$552 Million 1.9% of portfolio
965
Q1 2024 Reduced 2.03%
$371B
$456 Million 1.57% of portfolio
3,755
Q3 2024 Added 0.13%
-
$379 Million 1.3% of portfolio
-
Q3 2024 New
$3.17T
$352 Million 1.21% of portfolio
818
Q2 2024 New
$3.66T
$318 Million 1.09% of portfolio
1,364
Q2 2024 New
$2.14T
$306 Million 1.05% of portfolio
1,640
Q2 2024 New
$14.3B
$271 Million 0.93% of portfolio
3,279
Q4 2023 New
$2.53B
$211 Million 0.72% of portfolio
1,250
Q3 2024 New
$36.2B
$205 Million 0.71% of portfolio
1,153
Q1 2024 Reduced 11.51%
$0
$281,000 0.0% of portfolio
10,000
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $29.1 Billion
  • Prior Value $24.5 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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