DecisionPoint Financial
Latest statistics and disclosures from DecisionPoint Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, VCIT, HOMB, DFAI, DFCF, and represent 65.52% of DecisionPoint Financial's stock portfolio.
- Added to shares of these 10 stocks: DFAC (+$6.7M), DFIC, DFAS, VCSH, DFCF, DFEM, VCIT, DFAR, VNQ, C.
- Started 75 new stock positions in LC, BBAI, AGG, DSX, DSX.WS, RIVN, VOD, CCI, DQ, KRP.
- Reduced shares in these 10 stocks: HOMB, DFAU, VTI, SCHI, Etf Managers Tr purefunds ise cy, VOO, VEA, DFAI, VWO, BMY.
- Sold out of its positions in Altitude Acq Cl A -cw27, CWT, Canoo Inc Com Cl A, CC, CTVA, DOW, DD, Etf Managers Tr purefunds ise cy, MTW, PRU.
- DecisionPoint Financial was a net buyer of stock by $17M.
- DecisionPoint Financial has $251M in assets under management (AUM), dropping by 7.76%.
- Central Index Key (CIK): 0001938514
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Portfolio Holdings for DecisionPoint Financial
DecisionPoint Financial holds 275 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 28.9 | $73M | +10% | 2.4M | 30.83 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 13.0 | $33M | +3% | 418k | 78.41 |
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| Home BancShares (HOMB) | 8.4 | $21M | -9% | 865k | 24.42 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 7.6 | $19M | 647k | 29.56 |
|
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 7.6 | $19M | +8% | 467k | 40.92 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 5.6 | $14M | +12% | 237k | 59.31 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 5.3 | $13M | +2% | 166k | 80.16 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 4.4 | $11M | +47% | 421k | 26.24 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.3 | $5.9M | +32% | 77k | 76.57 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.1 | $5.2M | +2% | 208k | 24.87 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 2.0 | $5.0M | 103k | 48.88 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 1.4 | $3.6M | +38% | 172k | 20.76 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.4 | $3.5M | +62% | 134k | 25.73 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 1.3 | $3.3M | -2% | 76k | 43.32 |
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| Microsoft Corporation (MSFT) | 1.2 | $3.1M | +2% | 7.6k | 406.33 |
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| Apple (AAPL) | 0.7 | $1.8M | 11k | 169.30 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.3M | -6% | 5.3k | 251.78 |
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| Marriott Intl Cl A (MAR) | 0.5 | $1.1M | +9% | 4.8k | 240.84 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $991k | -6% | 2.1k | 467.21 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $743k | -7% | 15k | 48.88 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $693k | -5% | 16k | 42.32 |
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| Republic Services (RSG) | 0.3 | $662k | 3.5k | 191.92 |
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| Amazon (AMZN) | 0.2 | $576k | 3.2k | 179.62 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $552k | -3% | 22k | 25.15 |
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| Gladstone Ld (LAND) | 0.2 | $491k | 39k | 12.68 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.2 | $481k | 10k | 47.65 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $431k | -3% | 2.0k | 216.56 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $424k | 1.3k | 327.99 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $420k | -23% | 12k | 35.41 |
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| Meta Platforms Cl A (META) | 0.2 | $378k | 852.00 | 443.29 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $323k | +5% | 3.0k | 107.72 |
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| Citigroup Com New (C) | 0.1 | $251k | NEW | 4.0k | 62.66 |
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| Regions Financial Corporation (RF) | 0.1 | $210k | 11k | 19.62 |
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| American Express Company (AXP) | 0.1 | $194k | 825.00 | 235.51 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $189k | 2.4k | 77.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $167k | 969.00 | 171.95 |
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| NVIDIA Corporation (NVDA) | 0.1 | $164k | 187.00 | 877.58 |
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| Home Depot (HD) | 0.1 | $154k | 459.00 | 335.09 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $149k | 371.00 | 402.10 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $148k | 2.8k | 53.91 |
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| ConocoPhillips (COP) | 0.1 | $141k | 1.1k | 130.24 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $137k | NEW | 1.4k | 100.69 |
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| Merck & Co (MRK) | 0.1 | $131k | 1.0k | 131.20 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $128k | NEW | 2.5k | 50.79 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $118k | 610.00 | 193.49 |
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| Teradyne (TER) | 0.0 | $114k | 1.0k | 114.13 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $113k | 1.4k | 77.96 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $109k | 1.6k | 67.22 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $109k | -5% | 213.00 | 510.77 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $108k | +29% | 1.4k | 75.94 |
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| Xylem (XYL) | 0.0 | $99k | 750.00 | 132.40 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $98k | 406.00 | 240.39 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $94k | NEW | 1.5k | 62.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $91k | -18% | 525.00 | 173.69 |
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| Clean Harbors (CLH) | 0.0 | $90k | 465.00 | 194.00 |
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| Phillips 66 (PSX) | 0.0 | $90k | +10% | 593.00 | 151.41 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $89k | 177.00 | 503.94 |
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| Two Rds Shared Tr Anfield Us Equ (AESR) | 0.0 | $88k | 5.8k | 15.03 |
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| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $87k | 1.0k | 86.80 |
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| Summit Matls Cl A (SUM) | 0.0 | $81k | 2.0k | 40.00 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 0.0 | $79k | NEW | 1.4k | 57.50 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $75k | 135.00 | 553.64 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.0 | $75k | 1.6k | 46.75 |
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| Oracle Corporation (ORCL) | 0.0 | $73k | 625.00 | 117.21 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $73k | +125% | 1.3k | 57.69 |
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| Pfizer (PFE) | 0.0 | $70k | 2.8k | 25.40 |
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.0 | $68k | +26% | 1.2k | 56.73 |
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| ON Semiconductor (ON) | 0.0 | $68k | 1.0k | 68.06 |
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| CVS Caremark Corporation (CVS) | 0.0 | $67k | 1.0k | 67.18 |
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| Advanced Micro Devices (AMD) | 0.0 | $64k | NEW | 409.00 | 157.40 |
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| Intuit (INTU) | 0.0 | $64k | 100.00 | 636.55 |
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| Graphic Packaging Holding Company (GPK) | 0.0 | $61k | 2.2k | 27.53 |
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| Pure Storage Cl A (PSTG) | 0.0 | $61k | +53% | 1.2k | 52.95 |
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| Nike CL B (NKE) | 0.0 | $60k | 640.00 | 94.12 |
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| American Intl Group Com New (AIG) | 0.0 | $60k | NEW | 800.00 | 74.53 |
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| General Mills (GIS) | 0.0 | $59k | 836.00 | 70.83 |
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| Chevron Corporation (CVX) | 0.0 | $58k | +16% | 350.00 | 165.89 |
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| Shopify Cl A (SHOP) | 0.0 | $54k | 750.00 | 71.33 |
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| Pepsi (PEP) | 0.0 | $53k | 300.00 | 175.58 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $52k | 800.00 | 64.65 |
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| Two Rds Shared Tr Anfield Unvl Etf (AFIF) | 0.0 | $51k | 5.6k | 9.06 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $48k | +112% | 1.8k | 26.99 |
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| Paychex (PAYX) | 0.0 | $47k | 394.00 | 119.97 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $47k | 664.00 | 70.73 |
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| Consolidated Edison (ED) | 0.0 | $47k | 500.00 | 92.93 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $46k | +24% | 408.00 | 111.74 |
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| Johnson & Johnson (JNJ) | 0.0 | $45k | 310.00 | 146.14 |
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| LKQ Corporation (LKQ) | 0.0 | $43k | 988.00 | 43.64 |
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| FedEx Corporation (FDX) | 0.0 | $42k | +9% | 156.00 | 265.85 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $41k | 208.00 | 198.36 |
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| Cisco Systems (CSCO) | 0.0 | $39k | 810.00 | 47.86 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $38k | 1.0k | 36.53 |
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| Progressive Corporation (PGR) | 0.0 | $38k | +13% | 181.00 | 208.03 |
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| Procter & Gamble Company (PG) | 0.0 | $36k | 225.00 | 161.29 |
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| Qualys (QLYS) | 0.0 | $34k | NEW | 200.00 | 170.36 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $31k | 612.00 | 50.77 |
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| Soundhound Ai Class A Com (SOUN) | 0.0 | $30k | NEW | 6.8k | 4.40 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $30k | 243.00 | 122.66 |
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| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $29k | NEW | 2.2k | 13.06 |
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| Starbucks Corporation (SBUX) | 0.0 | $29k | 325.00 | 88.25 |
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $29k | 4.8k | 5.89 |
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| Yum! Brands (YUM) | 0.0 | $28k | 200.00 | 141.77 |
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| UnitedHealth (UNH) | 0.0 | $28k | 57.00 | 495.35 |
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| Berry Plastics (BERY) | 0.0 | $28k | 491.00 | 57.05 |
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| Pioneer Natural Resources (PXD) | 0.0 | $28k | +114% | 103.00 | 268.87 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $26k | 564.00 | 46.89 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $26k | NEW | 1.0k | 26.18 |
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| General Dynamics Corporation (GD) | 0.0 | $26k | 92.00 | 285.02 |
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| Hannon Armstrong (HASI) | 0.0 | $26k | 1.0k | 25.96 |
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| Mid-America Apartment (MAA) | 0.0 | $26k | NEW | 200.00 | 129.23 |
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| Micron Technology (MU) | 0.0 | $25k | NEW | 219.00 | 115.06 |
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| Tesla Motors (TSLA) | 0.0 | $25k | 147.00 | 168.29 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $24k | +400% | 420.00 | 57.82 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $24k | 225.00 | 105.65 |
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| Bristol Myers Squibb (BMY) | 0.0 | $23k | -56% | 505.00 | 44.85 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $22k | 220.00 | 101.41 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $22k | 265.00 | 82.53 |
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| Altria (MO) | 0.0 | $22k | NEW | 500.00 | 43.38 |
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| Coca-Cola Company (KO) | 0.0 | $22k | 350.00 | 61.74 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $21k | NEW | 200.00 | 105.13 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $21k | NEW | 1.3k | 15.93 |
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| Dollar General (DG) | 0.0 | $21k | 144.00 | 142.08 |
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| Snap-on Incorporated (SNA) | 0.0 | $20k | 74.00 | 270.70 |
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| Masco Corporation (MAS) | 0.0 | $19k | 268.00 | 69.85 |
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| Crown Holdings (CCK) | 0.0 | $19k | 229.00 | 80.59 |
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| At&t (T) | 0.0 | $18k | NEW | 1.1k | 16.75 |
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| Dominion Resources (D) | 0.0 | $18k | 355.00 | 50.45 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $18k | 101.00 | 175.91 |
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| Host Hotels & Resorts (HST) | 0.0 | $18k | 935.00 | 18.86 |
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| Intel Corporation (INTC) | 0.0 | $17k | 532.00 | 31.88 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $17k | 169.00 | 98.93 |
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| Valero Energy Corporation (VLO) | 0.0 | $17k | NEW | 100.00 | 165.80 |
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| National Retail Properties (NNN) | 0.0 | $16k | NEW | 400.00 | 40.76 |
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| Robert Half International (RHI) | 0.0 | $16k | 228.00 | 69.35 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $16k | 89.00 | 177.48 |
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| Ally Financial (ALLY) | 0.0 | $16k | NEW | 400.00 | 39.30 |
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| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $16k | NEW | 1.7k | 9.24 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $15k | NEW | 200.00 | 76.62 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $15k | NEW | 430.00 | 34.58 |
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| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.0 | $15k | NEW | 300.00 | 48.98 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $15k | NEW | 500.00 | 29.25 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $15k | 81.00 | 180.16 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $14k | NEW | 100.00 | 140.59 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $14k | 76.00 | 182.46 |
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| Nextera Energy (NEE) | 0.0 | $14k | 208.00 | 65.99 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $14k | 126.00 | 107.96 |
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| Carrier Global Corporation (CARR) | 0.0 | $13k | 220.00 | 60.50 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $13k | NEW | 138.00 | 95.33 |
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| Kinder Morgan (KMI) | 0.0 | $13k | NEW | 700.00 | 18.68 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $13k | NEW | 174.00 | 73.34 |
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| Texas Pacific Land Corp (TPL) | 0.0 | $13k | NEW | 21.00 | 595.71 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $13k | 516.00 | 24.17 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $12k | 237.00 | 51.67 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $12k | 24.00 | 508.29 |
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| American Homes 4 Rent Cl A (AMH) | 0.0 | $12k | 335.00 | 36.41 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.0 | $12k | 415.00 | 28.96 |
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| Pinnacle Financial Partners (PNFP) | 0.0 | $12k | 148.00 | 80.29 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $12k | 410.00 | 28.80 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $11k | 240.00 | 46.59 |
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| Eli Lilly & Co. (LLY) | 0.0 | $10k | 14.00 | 733.57 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $10k | 110.00 | 92.20 |
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| Public Storage (PSA) | 0.0 | $10k | 39.00 | 257.74 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $9.7k | 187.00 | 51.80 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $9.3k | +68% | 128.00 | 72.37 |
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| Deere & Company (DE) | 0.0 | $9.0k | 23.00 | 393.35 |
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| Caterpillar (CAT) | 0.0 | $8.6k | 25.00 | 343.40 |
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| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $8.5k | NEW | 600.00 | 14.14 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $8.4k | 66.00 | 126.86 |
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| Southwest Airlines (LUV) | 0.0 | $8.3k | 308.00 | 27.03 |
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| Prologis (PLD) | 0.0 | $8.3k | 80.00 | 104.06 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $8.2k | NEW | 121.00 | 67.79 |
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| Verizon Communications (VZ) | 0.0 | $7.9k | NEW | 200.00 | 39.68 |
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| Yum China Holdings (YUMC) | 0.0 | $7.9k | 200.00 | 39.65 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $7.7k | NEW | 200.00 | 38.57 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $7.7k | 23.00 | 335.22 |
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| Linde SHS (LIN) | 0.0 | $7.5k | 17.00 | 443.24 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $7.5k | NEW | 265.00 | 28.29 |
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| Shell Spon Ads (SHEL) | 0.0 | $7.3k | NEW | 100.00 | 73.27 |
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| Barclays Adr (BCS) | 0.0 | $7.3k | NEW | 700.00 | 10.42 |
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| Lendingclub Corp Com New (LC) | 0.0 | $7.3k | NEW | 900.00 | 8.10 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $7.3k | 46.00 | 157.91 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $7.2k | NEW | 200.00 | 36.01 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $7.1k | 51.00 | 139.96 |
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| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $7.1k | 108.00 | 65.71 |
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| Kennedy-Wilson Holdings (KW) | 0.0 | $6.8k | NEW | 800.00 | 8.50 |
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| Viatris (VTRS) | 0.0 | $6.4k | +254% | 557.00 | 11.57 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $6.3k | NEW | 300.00 | 21.08 |
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| Walt Disney Company (DIS) | 0.0 | $6.2k | 55.00 | 112.75 |
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| Enterprise Products Partners (EPD) | 0.0 | $5.8k | NEW | 200.00 | 29.06 |
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| Mannkind Corp Com New (MNKD) | 0.0 | $5.7k | 1.3k | 4.23 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $5.5k | NEW | 50.00 | 110.46 |
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| Vodafone Group Sponsored Adr (VOD) | 0.0 | $5.2k | NEW | 600.00 | 8.62 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $5.0k | 25.00 | 199.84 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $5.0k | NEW | 50.00 | 99.62 |
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| Diana Shipping (DSX) | 0.0 | $4.8k | NEW | 1.6k | 2.95 |
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| Kimbell Rty Partners Unit (KRP) | 0.0 | $4.8k | NEW | 295.00 | 16.12 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $4.7k | -45% | 11.00 | 431.00 |
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| Crown Castle Intl (CCI) | 0.0 | $4.7k | NEW | 50.00 | 93.58 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $4.4k | 32.00 | 138.31 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $4.4k | 308.00 | 14.29 |
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| Zoom Video Communications In Cl A (ZM) | 0.0 | $4.2k | 68.00 | 62.00 |
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| Waste Management (WM) | 0.0 | $4.2k | 20.00 | 210.10 |
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| MGM Resorts International. (MGM) | 0.0 | $4.1k | NEW | 100.00 | 41.12 |
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| Palo Alto Networks (PANW) | 0.0 | $3.8k | 13.00 | 291.46 |
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| Ubs Group SHS (UBS) | 0.0 | $3.7k | 136.00 | 27.38 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $3.7k | 372.00 | 9.91 |
|
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $3.7k | 4.00 | 919.00 |
|
|
| Enbridge (ENB) | 0.0 | $3.6k | NEW | 100.00 | 35.82 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $3.6k | 14.00 | 255.36 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $3.3k | 145.00 | 22.52 |
|
|
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 0.0 | $3.0k | NEW | 125.00 | 23.74 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $3.0k | NEW | 100.00 | 29.50 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $2.9k | 13.00 | 226.77 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $2.9k | 12.00 | 241.58 |
|
|
| Luminar Technologies Com Cl A (LAZR) | 0.0 | $2.9k | 2.0k | 1.44 |
|
|
| Vici Pptys (VICI) | 0.0 | $2.8k | NEW | 100.00 | 28.47 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $2.6k | 32.00 | 82.34 |
|
|
| Traeger Common Stock (COOK) | 0.0 | $2.6k | 1.2k | 2.12 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $2.6k | NEW | 100.00 | 25.57 |
|
| Boeing Company (BA) | 0.0 | $2.5k | 15.00 | 167.27 |
|
|
| Cibc Cad (CM) | 0.0 | $2.5k | 52.00 | 47.83 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $2.5k | 33.00 | 74.58 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $2.5k | 10.00 | 245.30 |
|
|
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.0 | $2.4k | NEW | 100.00 | 24.23 |
|
| Columbia Banking System (COLB) | 0.0 | $2.4k | 126.00 | 19.13 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $2.4k | 55.00 | 43.15 |
|
|
| 3M Company (MMM) | 0.0 | $2.3k | 25.00 | 91.84 |
|
|
| Netflix (NFLX) | 0.0 | $2.2k | -55% | 4.00 | 561.25 |
|
| Eni S P A Sponsored Adr (E) | 0.0 | $2.2k | 67.00 | 32.81 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $2.1k | 28.00 | 75.00 |
|
|
| United States Steel Corporation (X) | 0.0 | $2.0k | 54.00 | 37.43 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $1.9k | 14.00 | 138.64 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $1.9k | 38.00 | 49.92 |
|
|
| Applied Materials (AMAT) | 0.0 | $1.8k | 9.00 | 203.44 |
|
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $1.8k | 31.00 | 58.35 |
|
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $1.8k | NEW | 1.0k | 1.80 |
|
| Vocodia Hldgs Corp | 0.0 | $1.7k | NEW | 9.0k | 0.18 |
|
| salesforce (CRM) | 0.0 | $1.6k | 6.00 | 274.33 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $1.6k | 26.00 | 61.38 |
|
|
| Etfis Ser Tr I Virtus Lifesc Ct (BBC) | 0.0 | $1.6k | 62.00 | 25.61 |
|
|
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.0 | $1.5k | 11.00 | 140.00 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $1.5k | 20.00 | 75.60 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.5k | NEW | 100.00 | 15.08 |
|
| Aon Shs Cl A (AON) | 0.0 | $1.4k | 5.00 | 285.20 |
|
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $1.3k | NEW | 50.00 | 25.88 |
|
| Lululemon Athletica (LULU) | 0.0 | $1.1k | 3.00 | 365.00 |
|
|
| Marathon Digital Holdings In (MARA) | 0.0 | $1.1k | NEW | 56.00 | 19.45 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $1.1k | NEW | 58.00 | 18.16 |
|
| Snap Cl A (SNAP) | 0.0 | $1.0k | NEW | 69.00 | 14.55 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $956.000000 | 2.00 | 478.00 |
|
|
| Rocket Lab Usa (RKLB) | 0.0 | $932.005100 | 247.00 | 3.77 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $819.999600 | NEW | 14.00 | 58.57 |
|
| Global Net Lease Com New (GNL) | 0.0 | $691.000000 | NEW | 100.00 | 6.91 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $452.000000 | NEW | 50.00 | 9.04 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $448.000000 | 5.00 | 89.60 |
|
|
| Bk Nova Cad (BNS) | 0.0 | $420.000300 | 9.00 | 46.67 |
|
|
| Fidelity Covington Trust Enhanced Large (FELC) | 0.0 | $401.000600 | NEW | 14.00 | 28.64 |
|
| Solventum Corp Com Shs | 0.0 | $387.000000 | NEW | 6.00 | 64.50 |
|
| Vaneck Etf Trust Mortgage Reit (MORT) | 0.0 | $272.000000 | NEW | 25.00 | 10.88 |
|
| Canoo Cl A Com New | 0.0 | $239.002600 | NEW | 86.00 | 2.78 |
|
| Trevena Com New (TRVN) | 0.0 | $219.016000 | 560.00 | 0.39 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $165.000000 | 1.00 | 165.00 |
|
|
| Diana Shipping W Exp 12/14/202 (DSX.WS) | 0.0 | $152.995500 | NEW | 315.00 | 0.49 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $128.000000 | NEW | 1.00 | 128.00 |
|
| Bank of America Corporation (BAC) | 0.0 | $114.000000 | 3.00 | 38.00 |
|
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $101.000000 | 8.00 | 12.62 |
|
|
| Gopro Cl A (GPRO) | 0.0 | $93.997800 | 54.00 | 1.74 |
|
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $91.999600 | 29.00 | 3.17 |
|
|
| Alaska Air (ALK) | 0.0 | $88.000000 | NEW | 2.00 | 44.00 |
|
| Uber Technologies (UBER) | 0.0 | $70.000000 | 1.00 | 70.00 |
|
|
| Ford Motor Company (F) | 0.0 | $13.000000 | NEW | 1.00 | 13.00 |
|
| Nerdwallet Com Cl A (NRDS) | 0.0 | $13.000000 | NEW | 1.00 | 13.00 |
|
| Under Armour CL C (UA) | 0.0 | $7.000000 | 1.00 | 7.00 |
|
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $6.000000 | NEW | 1.00 | 6.00 |
|
| Clover Health Investments Com Cl A (CLOV) | 0.0 | $3.000000 | 3.00 | 1.00 |
|
Past Filings by DecisionPoint Financial
SEC 13F filings are viewable for DecisionPoint Financial going back to 2023
- DecisionPoint Financial 2024 Q1 filed April 30, 2024
- DecisionPoint Financial 2023 Q4 filed Jan. 31, 2024
- DecisionPoint Financial 2023 Q3 filed Oct. 26, 2023
- DecisionPoint Financial 2023 Q2 filed Sept. 26, 2023
- DecisionPoint Financial 2022 Q4 filed Sept. 26, 2023
- DecisionPoint Financial 2023 Q1 filed Sept. 26, 2023