CF
| |
CROSSPOINT FINANCIAL, LLC13F | |
| CROSSPOINT FINANCIAL, LLC | |
| Last update 2025-05-01 | 30 Stocks (10 new) |
| Value $35.00 Mil | Turnover 20 % |
CROSSPOINT FINANCIAL, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XBAP |
Innovator U.S. Equity Accelerated 9 Buffer ETF - April
Innovator U.S. Equity Accelerated 9 Buffer ETF - April
| 358,019 | 12,498.4 | -0.39% | 36.180 | -0.17% | 5.240 | +10.01% | +8.24% | 254.7 | ||
BRK.B | Berkshire Hathaway Inc | 8,649 | 4,606.3 | +0.51% | 13.340 | +0.07% | 0.000 | -8.74% | +3.98% | 1,016,667.5 | Insurance | |
IHAK | iShares Cybersecurity and Tech ETF | 50,937 | 2,393.0 | +5.83% | 6.930 | +0.38% | 0.270 | +10.99% | +5.25% | 919.2 | ||
XBOC |
Innovator U.S. Equity Accelerated 9 Buffer ETF - October
Innovator U.S. Equity Accelerated 9 Buffer ETF - October
| 49,808 | 1,483.2 | New Holding | 4.290 | +4.29% | 0.720 | +12.60% | +5.81% | 76.7 | ||
HCMT |
Direxion HCM Tactical Enhanced US ETF
Direxion HCM Tactical Enhanced US ETF
| 40,613 | 1,226.9 | New Holding | 3.550 | +3.55% | 0.310 | +27.99% | -8.14% | 497.1 | ||
IAU | iShares Gold Trust | 17,806 | 1,049.8 | +4.40% | 3.040 | +0.13% | 0.000 | +0.29% | +27.47% | 47,678.4 | ||
OIH | VanEck Oil Services ETF | 3,911 | 1,025.2 | -12.56% | 2.970 | -0.58% | 0.090 | +10.26% | -14.10% | 967.1 | ||
UFEB |
Innovator U.S. Equity Ultra Buffer ETF - February
Innovator U.S. Equity Ultra Buffer ETF - February
| 31,141 | 1,008.7 | New Holding | 2.920 | +2.92% | 0.410 | +9.09% | +3.58% | 261.0 | ||
FIVG | FIVG | 21,895 | 930.5 | -19.89% | 2.690 | -0.85% | - | +35.55% | +11.87% | 0 | ||
MAXJ |
iShares Large Cap Max Buffer Jun ETF
iShares Large Cap Max Buffer Jun ETF
| 34,413 | 887.5 | +0.09% | 2.570 | 0% | 0.800 | +9.50% | +5.43% | 152.1 |
CROSSPOINT FINANCIAL, LLC's Historical Top Holdings Breakdowns
CROSSPOINT FINANCIAL, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XBOC |
Innovator U.S. Equity Accelerated 9 Buffer ETF - October
Innovator U.S. Equity Accelerated 9 Buffer ETF - October
| 2025-03-31 | New Buy New Buy | +4.29% | 29.36 ($30.41) 31 | $31.94 | 5.05% | New holding | 49,808 | 49,808 | |
HCMT |
Direxion HCM Tactical Enhanced US ETF
Direxion HCM Tactical Enhanced US ETF
| 2025-03-31 | New Buy New Buy | +3.55% | 30.17 ($35.43) 39.22 | $33.03 | -6.77% | New holding | 40,613 | 40,613 | |
UFEB |
Innovator U.S. Equity Ultra Buffer ETF - February
Innovator U.S. Equity Ultra Buffer ETF - February
| 2025-03-31 | New Buy New Buy | +2.92% | 32.13 ($33.17) 33.84 | $34.46 | 3.89% | New holding | 31,141 | 31,141 | |
XBJL |
Innovator U.S. Equity Accelerated 9 Buffer ETF - July
Innovator U.S. Equity Accelerated 9 Buffer ETF - July
| 2025-03-31 | New Buy New Buy | +2.18% | 33.37 ($34.38) 34.93 | $36.21 | 5.32% | New holding | 22,250 | 22,250 | |
XBJA |
Innovator U.S. Equity Accelerated 9 Buffer ETF - January
Innovator U.S. Equity Accelerated 9 Buffer ETF - January
| 2025-03-31 | New Buy New Buy | +1.42% | 27.88 ($28.92) 29.48 | $30.32 | 4.82% | New holding | 17,400 | 17,400 | |
DMAX |
iShares Large Cap Max Buffer Dec ETF
iShares Large Cap Max Buffer Dec ETF
| 2025-03-31 | New Buy New Buy | +1.38% | 24.82 ($25.13) 25.38 | $25.89 | 3.04% | New holding | 19,172 | 19,172 | |
TNA |
Direxion Daily Small Cap Bull 3X Shares
Direxion Daily Small Cap Bull 3X Shares
| 2025-03-31 | Sold Out Sold Out | -1.14% | 28.89 ($38.93) 46.57 | $35.68 | -8.35% | Sold Out | 0 | -7,146 | |
IGLD |
FT Vest Gold Strategy Target Income ETF
FT Vest Gold Strategy Target Income ETF
| 2025-03-31 | New Buy New Buy | +1.00% | 18.75 ($19.78) 20.97 | $21.74 | 9.91% | New holding | 16,416 | 16,416 | |
ZFEB |
Innovator Equity Defined Protection ETF - 1 Yr February
Innovator Equity Defined Protection ETF - 1 Yr February
| 2025-03-31 | New Buy New Buy | +0.90% | 23.6 ($23.83) 24.04 | $24.45 | 2.62% | New holding | 13,127 | 13,127 | |
FIVG | FIVG | 2025-03-31 | Reduce Reduce | -0.85% | 42.5 ($47.54) 51.3 | $40.10 | -15.65% | Reduce -19.89% | 21,895 | -5,435 |
CROSSPOINT FINANCIAL, LLC Total Holding History ($B)
CROSSPOINT FINANCIAL, LLC's Asset Allocation
CROSSPOINT FINANCIAL, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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CROSSPOINT FINANCIAL, LLC's Hypothetical Growth since 2025-03-31
CROSSPOINT FINANCIAL, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CROSSPOINT FINANCIAL, LLC's Holdings Heat Map
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CROSSPOINT FINANCIAL, LLC's Holdings Bubble Chart
CROSSPOINT FINANCIAL, LLC News
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