Latest CROSSPOINT FINANCIAL, LLC Stock Portfolio
$11.70Million
Equity Portfolio Value
Last Reported on: 24 Apr, 2024
About CROSSPOINT FINANCIAL, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, CROSSPOINT FINANCIAL, LLC reported an equity portfolio of $10.1 Millions as of 31 Dec, 2023.
The top stock holdings of CROSSPOINT FINANCIAL, LLC are , BGRN, BUZZ. The fund has invested 30.5% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 18.4% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ETF SER SOLUTIONS (ACIO), META PLATFORMS INC (META) and ISHARES GOLD TR (IAU). CROSSPOINT FINANCIAL, LLC opened new stock positions in EAST WEST BANCORP INC (EWBC) and COINBASE GLOBAL INC (COIN). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (BGRN).
The top stock holdings of CROSSPOINT FINANCIAL, LLC are , BGRN, BUZZ. The fund has invested 30.5% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 18.4% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ETF SER SOLUTIONS (ACIO), META PLATFORMS INC (META) and ISHARES GOLD TR (IAU). CROSSPOINT FINANCIAL, LLC opened new stock positions in EAST WEST BANCORP INC (EWBC) and COINBASE GLOBAL INC (COIN). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (BGRN).
New Buys
| Ticker | $ Bought |
|---|---|
| DIREXION SHS ETF TR | 216,651 |
| MICROSTRATEGY INC | 213,070 |
| NEW YORK CMNTY BANCORP INC | 70,840 |
New stocks bought by CROSSPOINT FINANCIAL, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 6.52 |
Additions to existing portfolio by CROSSPOINT FINANCIAL, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| COINBASE GLOBAL INC | -11.51 |
| ETF SER SOLUTIONS | -5.4 |
| META PLATFORMS INC | -2.03 |
| VANECK ETF TRUST | -1.81 |
CROSSPOINT FINANCIAL, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ALLOGENE THERAPEUTICS INC | -38,520 |
CROSSPOINT FINANCIAL, LLC got rid off the above stocks
Current Stock Holdings of CROSSPOINT FINANCIAL, LLC
Last Reported on: 24 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ACIO | ETF SER SOLUTIONS | 12.01 | 35,930 | 1,404,140 | REDUCED | -5.4 | |
| ALLO | ALLOGENE THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BGRN | ISHARES TR | 17.43 | 43,522 | 2,039,010 | ADDED | 6.52 | |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 7.14 | 23,050 | 834,641 | UNCHANGED | 0.00 | |
| BUZZ | VANECK ETF TRUST | 13.24 | 4,604 | 1,548,460 | REDUCED | -1.81 | |
| COIN | COINBASE GLOBAL INC | 2.61 | 1,153 | 305,711 | REDUCED | -11.51 | |
| DRN | DIREXION SHS ETF TR | 1.85 | 5,048 | 216,651 | NEW | ||
| EWBC | EAST WEST BANCORP INC | 2.22 | 3,279 | 259,402 | UNCHANGED | 0.00 | |
| IAU | ISHARES GOLD TR | 6.13 | 17,056 | 716,524 | UNCHANGED | 0.00 | |
| META | META PLATFORMS INC | 4.01 | 965 | 468,585 | REDUCED | -2.03 | |
| MSTR | MICROSTRATEGY INC | 1.82 | 125 | 213,070 | NEW | ||
| MVST | MICROVAST HOLDINGS INC | 0.01 | 10,000 | 1,066 | UNCHANGED | 0.00 | |
| NYCB | NEW YORK CMNTY BANCORP INC | 0.61 | 22,000 | 70,840 | NEW | ||
| BERKSHIRE HATHAWAY INC DEL | 30.94 | 8,605 | 3,618,580 | UNCHANGED | 0.00 |