Portfolio (Quarterly)
Guide ↗
DecisionPoint Financial, LLC
· CIK 0001938514| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AESR | TWO RDS SHARED TR | — | 5,841 | $98K | 0.02% | SOLD |
| 2 | XLE | SELECT SECTOR SPDR TR | — | 920 | $56K | 0.01% | SOLD |
| 3 | DUSB | DIMENSIONAL ETF TRUST | — | 1,091 | $55K | 0.01% | SOLD |
| 4 | AFIF | TWO RDS SHARED TR | — | 5,647 | $53K | 0.01% | SOLD |
| 5 | EOSE | EOS ENERGY ENTERPRISES INC | Industrials | 6,906 | $34K | 0.01% | SOLD |
| 6 | DFAT | DIMENSIONAL ETF TRUST | — | 371 | $23K | 0.01% | SOLD |
| 7 | — | CID HOLDCO INC | — | 68,387 | $12K | 0.00% | SOLD |
| 8 | HON | HONEYWELL INTL INC | Industrials | 47 | $11K | 0.00% | SOLD |
| 9 | XLV | SELECT SECTOR SPDR TR | — | 51 | $7K | 0.00% | SOLD |
| 10 | ZROZ | PIMCO ETF TR | — | 111 | $7K | 0.00% | SOLD |
| 11 | ASX | ASE TECHNOLOGY HLDG CO LTD | Technology | 225 | $5K | 0.00% | SOLD |
| 12 | FIG | FIGMA INC | Technology | 222 | $5K | 0.00% | SOLD |
| 13 | E | ENI SPA | Energy | 67 | $4K | 0.00% | SOLD |
| 14 | BBAI | BIGBEAR AI HLDGS INC | Technology | 1,000 | $4K | 0.00% | SOLD |
| 15 | — | TOTALENERGIES SE | — | 33 | $3K | 0.00% | SOLD |
| 16 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 11 | $3K | 0.00% | SOLD |
| 17 | CCL | CARNIVAL CORP | Consumer Cyclical | 114 | $3K | 0.00% | SOLD |
| 18 | NVO | NOVO-NORDISK A S | Healthcare | 66 | $2K | 0.00% | SOLD |
| 19 | SA | SEABRIDGE GOLD INC | Basic Materials | 61 | $2K | — | SOLD |
| 20 | AMT | AMERICAN TOWER CORP | Real Estate | 9 | $2K | — | SOLD |
Sector Allocation
Financial Services
54.5%
Technology
23.0%
Consumer Cyclical
9.6%
Industrials
4.9%
Communication Services
2.8%
Healthcare
2.4%
Energy
1.6%
Consumer Defensive
0.4%
Utilities
0.3%
Basic Materials
0.2%