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  Name: CROSSPOINT FINANCIAL LLC
  City: TUSTIN
  State: CA
  Zip: 92780
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $11,698,000
  Total Value Change : $1,633,000
  Securities Held Change : 2
   
All Securities Held : 13
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 1
  Unchanged Positions : 5
  Decreased Positions : 4

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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 1 - $409.85 $3,619,000 8,605 30.94% 550,000 0 0.001    Property & Casualty I...
   (XJUN)1 Year Chart         XJUN Ft Cboe Vest Us Eq Enh & Mo... 5 - $0.00 $835,000 23,050 7.14% 25,000 0 0.256    N/A
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 6 - $44.49 $717,000 17,056 6.13% 51,000 0 0.001    Closed - End Fund - E...
   (EWBC)1 Year Chart         EWBC East West Bancorp Inc 9 - $71.91 $259,000 3,279 2.21% 23,000 0 0.002    Domestic Regional Banks
   (MVSTW)1 Year Chart         MVSTW Microvast Holding Equity Wa... 13 - $0.00 $1,000 10,000 0.01% 0 0 0.011    N/A

      5 Records Found
  1    
Page 1 of 1
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