Latest CROSSPOINT FINANCIAL, LLC Stock Portfolio

About CROSSPOINT FINANCIAL, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, CROSSPOINT FINANCIAL, LLC reported an equity portfolio of $34.5 Millions as of 31 Mar, 2025.

The top stock holdings of CROSSPOINT FINANCIAL, LLC are BALT, , BGRN. The fund has invested 36.2% of it's portfolio in INNOVATOR ETFS TRUST and 13.3% of portfolio in BERKSHIRE HATHAWAY INC DEL.

CROSSPOINT FINANCIAL, LLC opened new stock positions in INNOVATOR ETFS TRUST (BALT), BERKSHIRE HATHAWAY INC DEL and ISHARES TR (BGRN).

CROSSPOINT FINANCIAL, LLC Annual Return Estimates Vs S&P 500

New Buys

Ticker	$ Bought
innovator etfs trust	12,498,400
berkshire hathaway inc del	4,606,280
ishares tr	2,393,030
innovator etfs trust	1,483,180
direxion shs etf tr	1,226,920
ishares gold tr	1,049,840
vaneck etf trust	1,025,150
innovator etfs trust	1,008,670

New stocks bought by CROSSPOINT FINANCIAL, LLC

Additions

No additions were made to existing positions by CROSSPOINT FINANCIAL, LLC

Reductions

None of the existing positions were reduced by CROSSPOINT FINANCIAL, LLC

Sold off

None of the stocks were completely sold off by CROSSPOINT FINANCIAL, LLC

Sector Distribution

Sector	%
Others	92.6
Technology	4
Communication Services	1.6

Market Cap. Distribution

Category	%
UNALLOCATED	92.6
MEGA-CAP	5.1
LARGE-CAP	2.2

Stocks belong to which Index?

Index	%
Others	93.5
S&P 500	5.1
RUSSELL 2000	1.3

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%
MVST	microvast holdings inc	-27.3 %
NVDA	nvidia corporation	-13.2 %
LCID	lucid group inc	-12.3 %
AMZN	amazon com inc	-12.2 %
MSFT	microsoft corp	-8.1 %

Top 5 Losers ($)		$
NVDA	nvidia corporation	-0.1 M
META	meta platforms inc	0.0 M
AMZN	amazon com inc	0.0 M
MSTR	microstrategy inc	0.0 M
MSFT	microsoft corp	0.0 M

CROSSPOINT FINANCIAL, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CROSSPOINT FINANCIAL, LLC

Last Reported on: 01 May, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type
	BALT	innovator etfs trust	36.18	358,019	12,498,400	new
Historical Trend of INNOVATOR ETFS TRUST Position Held By CROSSPOINT FINANCIAL, LLC What % of Portfolio is BALT?: Number of BALT shares held: Change in No. of Shares Held:
		berkshire hathaway inc del	13.34	8,649	4,606,280	new

	BGRN	ishares tr	6.93	50,937	2,393,030	new

	BALT	innovator etfs trust	4.29	49,808	1,483,180	new

		direxion shs etf tr	3.55	40,613	1,226,920	new

	IAU	ishares gold tr	3.04	17,806	1,049,840	new

	BUZZ	vaneck etf trust	2.97	3,911	1,025,150	new

	BAPR	innovator etfs trust	2.92	31,141	1,008,670	new

	ACIO	etf ser solutions	2.69	21,895	930,538	new

		ishares tr	2.57	34,413	887,520	new

	BALT	innovator etfs trust	2.18	22,250	752,838	new

	AEMB	american centy etf tr	1.82	7,202	627,823	new

	META	meta platforms inc	1.61	965	556,187	new

	BALT	innovator etfs trust	1.43	18,875	493,930	new

	BALT	innovator etfs trust	1.42	17,400	491,202	new

		ishares tr	1.39	19,172	478,343	new

	MSTR	microstrategy inc	1.34	1,606	462,962	new

	HYRM	dbx etf tr	1.25	14,467	432,444	new

	NVDA	nvidia corporation	1.18	3,757	407,156	new

	BAPR	innovator etfs trust	1.06	8,660	367,617	new