| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 31.9% |
| ETF SER SOLUTIONS | 4 | Q3 2023 | 24.5% |
| VANECK ETF TRUST | 4 | Q3 2023 | 17.1% |
| ISHARES TR | 4 | Q3 2023 | 15.4% |
| FIRST TR EXCHNG TRADED FD VI | 4 | Q3 2023 | 8.1% |
| ISHARES GOLD TR | 4 | Q3 2023 | 8.1% |
| MICROVAST HOLDINGS INC | 4 | Q3 2023 | 0.0% |
| META PLATFORMS INC | 3 | Q3 2023 | 3.4% |
| TERNS PHARMACEUTICALS INC | 3 | Q2 2023 | 1.7% |
| ALLOGENE THERAPEUTICS INC | 2 | Q3 2023 | 0.6% |
View CROSSPOINT FINANCIAL, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-08 |
View CROSSPOINT FINANCIAL, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.