$9.29 Million is the total value of CROSSPOINT FINANCIAL, LLC's 9 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $2,656,971 | -0.0% | 8,605 | 0.0% | 28.62% | -2.2% | |
| IAU | ISHARES GOLD TRishares new | $748,973 | +8.0% | 20,042 | 0.0% | 8.07% | +5.6% | |
| FIRST TR EXCHNG TRADED FD VIft cboe vest us | $740,839 | +4.9% | 23,050 | 0.0% | 7.98% | +2.6% | ||
| MICROVAST HOLDINGS INC*w exp 04/01/202 | $1,909 | -4.5% | 10,000 | 0.0% | 0.02% | -4.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
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.