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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Crosspoint Financial, LLC Portfolio

Follow Crosspoint 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 Crosspoint Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crosspoint Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email