$9.08 Million is the total value of CROSSPOINT FINANCIAL, LLC's 9 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $2,658,087 | – | 8,605 | +100.0% | 29.27% | – |
| FIVG | New | ETF SER SOLUTIONSdefiance next | $2,073,143 | – | 69,405 | +100.0% | 22.83% | – |
| OIH | New | VANECK ETF TRUSToil services etf | $1,457,919 | – | 4,795 | +100.0% | 16.06% | – |
| IHAK | New | ISHARES TRcybersecurity | $1,120,304 | – | 33,928 | +100.0% | 12.34% | – |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $706,460 | – | 23,050 | +100.0% | 7.78% | – | |
| IAU | New | ISHARES GOLD TRishares new | $693,255 | – | 20,042 | +100.0% | 7.64% | – |
| EWBC | New | EAST WEST BANCORP INC | $216,086 | – | 3,279 | +100.0% | 2.38% | – |
| TERN | New | TERNS PHARMACEUTICALS INC | $153,250 | – | 15,054 | +100.0% | 1.69% | – |
| New | MICROVAST HOLDINGS INC*w exp 04/01/202 | $1,999 | – | 10,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-08
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.