Decision Point Financial, LLC Closed Holding Positions

Decision Point Financial, LLC

  • $315 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q2 2023 Filed on Sep 26, 2023
214
$54.28 - $57.76 $11.6K - $12.4K
HON
Honeywell International Inc

Industrials
Q2 2023 Filed on Sep 26, 2023
34
$189.43 - $207.5 $6.44K - $7.06K
FTV
Fortive Corp

Technology
Q2 2023 Filed on Sep 26, 2023
111
$63.06 - $74.77 $7K - $8.3K
FISV
Fiserv Inc

Technology
Q2 2023 Filed on Sep 26, 2023
7
$111.59 - $126.15 $781 - $883
DHR
Danaher Corp

Healthcare
Q2 2023 Filed on Sep 26, 2023
32
$224.99 - $256.14 $7.2K - $8.2K
AMT
American Tower Corp

Real Estate
Q2 2023 Filed on Sep 26, 2023
50
$182.0 - $211.26 $9.1K - $10.6K
MGC
Vanguard Mega Cap ETF

ETFs
Q1 2023 Filed on Sep 26, 2023
8
$131.13 - $144.18 $1.05K - $1.15K
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2023 Filed on Sep 26, 2023
2
$37.21 - $54.26 $74.4 - $109
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q1 2023 Filed on Sep 26, 2023
5
$61.13 - $72.27 $306 - $361
ICE
Intercontinental Exchange, Inc.

Financial Services
Q2 2023 Filed on Sep 26, 2023
49
$104.4 - $113.08 $5.12K - $5.54K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q2 2023 Filed on Sep 26, 2023
88
$30.76 - $35.89 $2.71K - $3.16K
LHX
L3 Harris Technologies, Inc.

Industrials
Q2 2023 Filed on Sep 26, 2023
21
$175.92 - $204.43 $3.69K - $4.29K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q2 2023 Filed on Sep 26, 2023
731
$68.85 - $76.12 $50.3K - $55.6K
TJX
Tjx Companies Inc

Consumer Cyclical
Q2 2023 Filed on Sep 26, 2023
79
$75.94 - $84.79 $6K - $6.7K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q2 2023 Filed on Sep 26, 2023
20
$508.46 - $591.13 $10.2K - $11.8K
SYK
Stryker Corp

Healthcare
Q2 2023 Filed on Sep 26, 2023
14
$271.49 - $305.09 $3.8K - $4.27K
SPGI
S&P Global Inc.

Financial Services
Q2 2023 Filed on Sep 26, 2023
3
$338.83 - $400.89 $1.02K - $1.2K
ROP
Roper Technologies Inc

Industrials
Q2 2023 Filed on Sep 26, 2023
11
$431.05 - $480.8 $4.74K - $5.29K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q2 2023 Filed on Sep 26, 2023
51
$176.53 - $258.48 $9K - $13.2K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q1 2023 Filed on Sep 26, 2023
1
$70.28 - $78.03 $70.3 - $78
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2023 Filed on Sep 26, 2023
6
$11.87 - $18.11 $71.2 - $109
NKTR
Nektar Therapeutics

Healthcare
Q1 2023 Filed on Sep 26, 2023
933
$0.64 - $3.15 $597 - $2.94K
COST
Costco Wholesale Corp

Consumer Defensive
Q2 2023 Filed on Sep 26, 2023
17
$482.76 - $538.38 $8.21K - $9.15K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q1 2023 Filed on Sep 26, 2023
10
$208.68 - $233.59 $2.09K - $2.34K
SQ
Block, Inc.

Technology
Q2 2023 Filed on Sep 26, 2023
1,115
$55.54 - $68.84 $61.9K - $76.8K
ACB
Aurora Cannabis Inc

Healthcare
Q1 2023 Filed on Sep 26, 2023
1
$0.66 - $1.13 $0.66 - $1.13
AAL
American Airlines Group Inc.

Industrials
Q1 2023 Filed on Sep 26, 2023
1
$12.74 - $17.08 $12.7 - $17.1
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q1 2023 Filed on Sep 26, 2023
1
$3.85 - $7.61 $3.85 - $7.61
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
Q1 2023 Filed on Sep 26, 2023
2
$82.11 - $92.31 $164 - $185
ABB
Abb LTD

Industrials
Q2 2023 Filed on Sep 26, 2023
96
$0.0 - $39.7 $0 - $3.81K
CYBR
Cyber Ark Software Ltd.

Technology
Q1 2023 Filed on Sep 26, 2023
15
$116.87 - $151.45 $1.75K - $2.27K
FANG
Diamondback Energy, Inc.

Energy
Q1 2023 Filed on Sep 26, 2023
2
$122.74 - $150.96 $245 - $302
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q1 2023 Filed on Sep 26, 2023
8
$3.49 - $4.78 $27.9 - $38.2
MS
Morgan Stanley

Financial Services
Q2 2023 Filed on Sep 26, 2023
5
$81.22 - $91.12 $406 - $456
MVIS
Microvision, Inc.

Technology
Q1 2023 Filed on Sep 26, 2023
2
$2.06 - $3.35 $4.12 - $6.7
MRO
Marathon Oil Corp

Energy
Q1 2023 Filed on Sep 26, 2023
5
$21.2 - $28.76 $106 - $144
LIN
Linde PLC

Basic Materials
Q1 2023 Filed on Sep 26, 2023
9
$305.5 - $362.38 $2.75K - $3.26K
INDA
Ishares Msci India Index Fund

ETFs
Q1 2023 Filed on Sep 26, 2023
1
$38.04 - $42.68 $38 - $42.7
AOA
Ishares Tr Core Aggressive All

ETFs
Q1 2023 Filed on Sep 26, 2023
5
$59.87 - $64.81 $299 - $324
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2023 Filed on Sep 26, 2023
1
$36.29 - $42.16 $36.3 - $42.2
MILN
Global X Funds Global X Millen

ETFs
Q1 2023 Filed on Sep 26, 2023
1
$26.3 - $31.4 $26.3 - $31.4
AIR
Aar Corp

Industrials
Q1 2023 Filed on Sep 26, 2023
1
$44.6 - $56.6 $44.6 - $56.6
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