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The Analysis of CROSSPOINT FINANCIAL, LLC's Holdings & P&L

Currently, CROSSPOINT FINANCIAL, LLC holds 39 types of securities in its portfolio with a total value $43.7M. In the most recent quarter, they have increased their positions in FBND (+19.9K shares, valued at $906.6K), FBCG (+14.2K shares, valued at $884.1K), AVLV (+8.3K shares, valued at $760.8K); decreased their positions in XBAP (-31.6K shares, valued at $1.3M), TNA (-6.5K shares, valued at $489.2K), HCMT (-8.4K shares, valued at $351.4K); initiated new positions in FBND (+19.9K shares, valued at $906.6K), FBCG (+14.2K shares, valued at $884.1K), AVLV (+8.3K shares, valued at $760.8K).

1M P&L

+317.0K+0.74%

3M P&L

+972.1K+2.31%

HY P&L

+4.9M+12.90%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A37.7M

87.0%

2Insurance - Diversified3.9M

8.9%

3Software - Infrastructure469.1K

1.1%

Top Industries by Stock Count

1N/A32 stocks

84.2%

2Internet Retail1 stocks

2.6%

3Consumer Electronics1 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XBAP INNOVATOR ETFS TRUST305.3K shares-9.39%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL7.7K shares-3.14%2026-06-302026-08-07

IHAK ISHARES TR46.7K shares-7.31%2026-06-302026-08-07

XJUL FIRST TR EXCHNG TRADED FD VI51.2K shares0.00%2026-06-302026-08-07

SIXG ETF SER SOLUTIONS18.2K shares-12.83%2026-06-302026-08-07

HCMT DIREXION SHARES ETF TRUST35.8K shares-18.98%2026-06-302026-08-07

XBOC INNOVATOR ETFS TRUST39.3K shares-9.66%2026-06-302026-08-07

AVUV AMERICAN CENTY ETF TR11.1K shares-14.59%2026-06-302026-08-07

Sponsored

AVMA AMERICAN CENTY ETF TR17.2K shares-18.75%2026-06-302026-08-07

CRTC DBX ETF TR27.9K shares30.41%2026-06-302026-08-07

MAXJ ISHARES TR32.5K shares0.00%2026-06-302026-08-07

UFEB INNOVATOR ETFS TRUST24.1K shares-7.67%2026-06-302026-08-07

FBND FIDELITY MERRIMACK STR TR19.9K sharesnew addition2026-06-302026-08-07

FBCG FIDELITY COVINGTON TRUST14.2K sharesnew addition2026-06-302026-08-07

XBJL INNOVATOR ETFS TRUST19.9K shares-10.34%2026-06-302026-08-07

AVLV AMERICAN CENTY ETF TR8.3K sharesnew addition2026-06-302026-08-07

Sponsored

DMAX ISHARES TR21.7K shares0.00%2026-06-302026-08-07

XBJA INNOVATOR ETFS TRUST17.4K shares0.00%2026-06-302026-08-07

AAPR INNOVATOR ETFS TRUST18.9K shares0.00%2026-06-302026-08-07

GJAN FIRST TR EXCHNG TRADED FD VI11.4K shares0.00%2026-06-302026-08-07

GSLC GOLDMAN SACHS ETF TR3.5K sharesnew addition2026-06-302026-08-07

MSFT MICROSOFT CORP1.3K shares0.24%2026-06-302026-08-07

SOXX ISHARES TR685 shares0.00%2026-06-302026-08-07

EWBC EAST WEST BANCORP INC3.3K shares0.00%2026-06-302026-08-07

Sponsored

XAUG FIRST TR EXCHNG TRADED FD VI10.3K shares-27.99%2026-06-302026-08-07

GHYB GOLDMAN SACHS ETF TR9.0K sharesnew addition2026-06-302026-08-07

XOCT FIRST TR EXCHNG TRADED FD VI9.6K shares0.00%2026-06-302026-08-07

SOXL DIREXION SHARES ETF TRUST1.4K sharesnew addition2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC625 shares0.00%2026-06-302026-08-07

BAUG INNOVATOR ETFS TRUST6.5K shares0.00%2026-06-302026-08-07

AAPL APPLE INC1.2K shares12.95%2026-06-302026-08-07

ZFEB INNOVATOR ETFS TRUST11.4K shares0.00%2026-06-302026-08-07

Sponsored

AAAU GOLDMAN SACHS PHYSICAL GOLD7.2K shares-7.66%2026-06-302026-08-07

VOYG VOYAGER TECHNOLOGIES INC8.6K shares0.00%2026-06-302026-08-07

XSEP FIRST TR EXCHNG TRADED FD VI6.1K shares-20.37%2026-06-302026-08-07

TNA DIREXION SHARES ETF TRUST3.3K shares-66.67%2026-06-302026-08-07

AMZN AMAZON COM INC1.0K sharesnew addition2026-06-302026-08-07

GAUG FIRST TR EXCHNG TRADED FD VI5.0K shares-37.50%2026-06-302026-08-07

MVSTW MICROVAST HOLDINGS INC10.0K shares0.00%2026-06-302026-08-07

XBAP

INNOVATOR ETFS TRUST

-9.39%

Shares305.3K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-3.14%

Shares7.7K

Event2026-06-30

Filed2026-08-07

IHAK

ISHARES TR

-7.31%

Shares46.7K

Event2026-06-30

Filed2026-08-07

XJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares51.2K

Event2026-06-30

Filed2026-08-07

SIXG

ETF SER SOLUTIONS

-12.83%

Shares18.2K

Event2026-06-30

Filed2026-08-07

HCMT

DIREXION SHARES ETF TRUST

-18.98%

Shares35.8K

Event2026-06-30

Filed2026-08-07

XBOC

INNOVATOR ETFS TRUST

-9.66%

Shares39.3K

Event2026-06-30

Filed2026-08-07

AVUV

AMERICAN CENTY ETF TR

-14.59%

Shares11.1K

Event2026-06-30

Filed2026-08-07

AVMA

AMERICAN CENTY ETF TR

-18.75%

Shares17.2K

Event2026-06-30

Filed2026-08-07

CRTC

DBX ETF TR

30.41%

Shares27.9K

Event2026-06-30

Filed2026-08-07

MAXJ

ISHARES TR

0.00%

Shares32.5K

Event2026-06-30

Filed2026-08-07

UFEB

INNOVATOR ETFS TRUST

-7.67%

Shares24.1K

Event2026-06-30

Filed2026-08-07

FBND

FIDELITY MERRIMACK STR TR

New

Shares19.9K

Event2026-06-30

Filed2026-08-07

FBCG

FIDELITY COVINGTON TRUST

New

Shares14.2K

Event2026-06-30

Filed2026-08-07

XBJL

INNOVATOR ETFS TRUST

-10.34%

Shares19.9K

Event2026-06-30

Filed2026-08-07

AVLV

AMERICAN CENTY ETF TR

New

Shares8.3K

Event2026-06-30

Filed2026-08-07

DMAX

ISHARES TR

0.00%

Shares21.7K

Event2026-06-30

Filed2026-08-07

XBJA

INNOVATOR ETFS TRUST

0.00%

Shares17.4K

Event2026-06-30

Filed2026-08-07

AAPR

INNOVATOR ETFS TRUST

0.00%

Shares18.9K

Event2026-06-30

Filed2026-08-07

GJAN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-07

GSLC

GOLDMAN SACHS ETF TR

New

Shares3.5K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

0.24%

Shares1.3K

Event2026-06-30

Filed2026-08-07

SOXX

ISHARES TR

0.00%

Shares685

Event2026-06-30

Filed2026-08-07

EWBC

EAST WEST BANCORP INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-07

XAUG

FIRST TR EXCHNG TRADED FD VI

-27.99%

Shares10.3K

Event2026-06-30

Filed2026-08-07

GHYB

GOLDMAN SACHS ETF TR

New

Shares9.0K

Event2026-06-30

Filed2026-08-07

XOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.6K

Event2026-06-30

Filed2026-08-07

SOXL

DIREXION SHARES ETF TRUST

New

Shares1.4K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

0.00%

Shares625

Event2026-06-30

Filed2026-08-07

BAUG

INNOVATOR ETFS TRUST

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

12.95%

Shares1.2K

Event2026-06-30

Filed2026-08-07

ZFEB

INNOVATOR ETFS TRUST

0.00%

Shares11.4K

Event2026-06-30

Filed2026-08-07

AAAU

GOLDMAN SACHS PHYSICAL GOLD

-7.66%

Shares7.2K

Event2026-06-30

Filed2026-08-07

VOYG

VOYAGER TECHNOLOGIES INC

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-07

XSEP

FIRST TR EXCHNG TRADED FD VI

-20.37%

Shares6.1K

Event2026-06-30

Filed2026-08-07

TNA

DIREXION SHARES ETF TRUST

-66.67%

Shares3.3K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

New

Shares1.0K

Event2026-06-30

Filed2026-08-07

GAUG

FIRST TR EXCHNG TRADED FD VI

-37.50%

Shares5.0K

Event2026-06-30

Filed2026-08-07

MVSTW

MICROVAST HOLDINGS INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available