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CIK: 0001927769
Total reported value
$43.7M
$43.7M
25 檔
47.5%
In Q3 2024, Crosspoint Financial, LLC's U.S. equity holdings reached a combined market value of $43.7M, distributed across 25 disclosed stock positions.
During Q3 2024, Crosspoint Financial, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XBAP | Innovator US Eqy Accel 9 Buf | ETF-Other | 41.21% | -3.82% | -0.34% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 13.61% | -0.75% | — | |
| 3 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 8.06% | +0.97% | -0.62% | |
| 4 | OIH | Vaneck Oil Services ETF | ETF-Other | 4.36% | — | -1.56% | |
| 5 | UFOX | Defiance Connective Tech ETF | ETF-Tech | 4.07% | +0.38% | -19.69% | |
| 6 | MAXJ | Ishares Lg Cap Max Buff Jun | ETF-Other | 3.07% | -0.14% | — | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 2.91% | -0.59% | EXIT | |
| 8 | XBJL | Inn US Eq Acc 9 Buff July | ETF-Other | 2.56% | -0.30% | — | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.00% | -0.44% | +66.51% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.90% | -0.09% | — | |
| 11 | AAPR | Ino Eq Po ETF 2yr Ap2028-usd | ETF-Other | 1.70% | -0.10% | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | — | +0.13% | |
| 13 | CRTC | Xtrackers US Ntl Critic Tech | ETF-Tech | 1.56% | +0.58% | — | |
| 14 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 1.30% | — | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.10% | — | |
| 16 | IGLD | Ft Vest Gold Strategy Target | ETF-Commodities | 1.19% | -1.07% | EXIT | |
| 17 | XBOC | Innovator US Eqy Acc 9 Buff | ETF-Other | 1.18% | -0.40% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.12% | — | |
| 19 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 1.09% | -0.52% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.56% | NEW | |
| 21 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.96% | -0.31% | — | |
| 22 | EWBC | East West Bancorp Inc | Stock-Financials | 0.93% | +0.09% | — | |
| 23 | MSTR | Strategy Inc | Stock-Tech | 0.72% | — | — | |
| 24 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.71% | — | — | |
| 25 | MVSTW | Microvast Hold Inc-cw26 | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Crosspoint Financial, LLC reported a total U.S. public equity portfolio value of $43.7M across 25 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XBAP, BRK-B, IHAK) accounted for 47.5% of total reported equity market value during Q3 2024.
During Q3 2024, Crosspoint Financial, LLC's top holdings by market value included XBAP (41.2%)、BRK-B (13.6%)、IHAK (8.1%). The largest single position, XBAP, represented 41.2% of total portfolio value.
In Q3 2024, Crosspoint Financial, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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