Decision Point Financial, LLC Incresed Positions in Q2 2025

Decision Point Financial, LLC

  • $381 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
4
+ 80.0%
$335.85 - $398.81 $1.34K - $1.6K
9 $3K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
9
+ 7.14%
$95.74 - $115.54 $862 - $1.04K
135 $15K
WM
Waste Management Inc

Industrials
9
+ 45.0%
$216.47 - $242.1 $1.95K - $2.18K
29 $6K
ADBE
Adobe Inc.

Technology
4
+ 200.0%
$340.0 - $420.68 $1.36K - $1.68K
6 $2K
UBER
Uber Technologies, Inc

Technology
23
+ 2300.0%
$64.62 - $93.3 $1.49K - $2.15K
24 $2K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2
+ 66.67%
$225.56 - $335.19 $451 - $670
5 $1K
DAL
Delta Air Lines, Inc.

Industrials
5
+ 13.16%
$35.88 - $52.99 $179 - $265
43 $2K
PSA
Public Storage

Real Estate
2
+ 5.13%
$266.31 - $309.77 $533 - $620
41 $12K
AMAT
Applied Materials Inc

Technology
7
+ 77.78%
$126.95 - $183.52 $889 - $1.28K
16 $2K
PNFP
Pinnacle Financial Partners Inc

Financial Services
4
+ 2.7%
$87.19 - $111.51 $349 - $446
152 $16K
VLO
Valero Energy Corp

Energy
2
+ 2.0%
$104.69 - $141.77 $209 - $284
102 $13K
Dimensional ETF Trust
91.5K
+ 415.23%
N/A
114K $0
Dimensional ETF Trust
802
+ 13.52%
N/A
6.73K $0
CRM
Salesforce, Inc.

Technology
1
+ 16.67%
$236.26 - $291.15 $236 - $291
7 $1K
Linde PLC
3
+ 17.65%
N/A
20 $0
Ishares Bitcoin Trust ETF
655
+ 22.61%
N/A
3.55K $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
+ 300.0%
$160.22 - $209.35 $481 - $628
4 $0
ZS
Zscaler, Inc.

Technology
1
+ 50.0%
$174.67 - $315.32 $175 - $315
3 $0
PGR
Progressive Corp

Financial Services
8
+ 5.0%
$255.27 - $288.74 $2.04K - $2.31K
168 $44K
PSX
Phillips 66

Energy
4
+ 0.8%
$92.87 - $125.73 $371 - $503
504 $60K
JNJ
Johnson & Johnson

Healthcare
20
+ 6.45%
$146.36 - $159.82 $2.93K - $3.2K
330 $50K
SBUX
Starbucks Corp

Consumer Cyclical
8
+ 2.46%
$79.69 - $99.41 $638 - $795
333 $30K
YUM
Yum Brands Inc

Consumer Cyclical
2
+ 1.0%
$138.36 - $161.45 $277 - $323
202 $29K
FDX
Fedex Corp

Industrials
1
+ 0.7%
$198.07 - $245.17 $198 - $245
144 $32K
PAYX
Paychex Inc

Industrials
3
+ 0.76%
$137.01 - $159.78 $411 - $479
397 $57K
ED
Consolidated Edison Inc

Utilities
2
+ 0.4%
$98.05 - $113.3 $196 - $227
502 $50K
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.67%
$128.02 - $151.37 $256 - $303
302 $39K
CVX
Chevron Corp

Energy
9
+ 3.0%
$133.73 - $168.51 $1.2K - $1.52K
309 $44K
MRK
Merck & Co., Inc.

Healthcare
12
+ 1.2%
$73.47 - $87.12 $882 - $1.05K
1.01K $80K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 4.66%
$483.48 - $539.8 $8.22K - $9.18K
382 $185K
COP
Conocophillips

Energy
16
+ 1.6%
$82.66 - $106.1 $1.32K - $1.7K
1.02K $91K
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
Track This Portfolio

Track Decision Point Financial, LLC Portfolio

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

News

Stay updated on Decision Point Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email