Decisionpoint-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "FROG",
  "RF",
  "SMCI",
  "BCE",
  "SNOW",
  "MU",
  "ZS",
  null,
  "ADBE",
  "GOOGL",
  "MAGN",
  "AXP",
  "AIG",
  "ASML",
  "E",
  "CAT",
  null,
  null,
  null,
  null,
  "KRP",
  "NVAX",
  "D",
  "MARA",
  "NRIM",
  "RYAAY",
  "QS",
  null,
  null,
  "ADNT",
  "FCX",
  "GD",
  "GIS",
  "HD",
  null,
  null,
  null,
  null,
  "INTU",
  null,
  null,
  "BOOM",
  "AMAT",
  "BKNG",
  "META",
  null,
  "MNKD",
  "IVW",
  "IJH",
  null,
  "SIEB",
  "COOK",
  "DSX",
  null,
  "LIN",
  null,
  null,
  "RLTY",
  "MSFT",
  "MUFG",
  "GAB",
  "DG",
  "IJR",
  "ORCL",
  null,
  "PAYX",
  "AMH",
  "IWF",
  null,
  "PEP",
  "VGSH",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  "INTC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  null,
  null,
  "PSTG",
  "MAS",
  null,
  "PARA",
  null,
  "IEFA",
  null,
  null,
  "SCHX",
  null,
  "NOW",
  "SHOP",
  "SNA",
  "RTX",
  null,
  "RSG",
  "SBUX",
  "TXN",
  "TM",
  "UBS",
  "UBER",
  "VNQ",
  "VO",
  "PNFP",
  "LAZR",
  "SOUN",
  "RCL",
  "HOMB",
  "RKLB",
  "MRNA",
  "SCHW",
  null,
  null,
  "VWO",
  "LKQ",
  null,
  "VCIT",
  null,
  null,
  null,
  "TTE",
  "XLB",
  "PTON",
  "GPRO",
  null,
  "TSM",
  null,
  null,
  "GPK",
  "HASI",
  "QLYS",
  "MAT",
  "AON",
  "AMD",
  "SONY",
  "X",
  "WAB",
  "F",
  "WM",
  null,
  "EVC",
  null,
  "UA",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  "NIO",
  "IVE",
  "LUV",
  null,
  "LI",
  null,
  "DKNG",
  "VGT",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  null,
  null,
  null,
  "VBK",
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VRRM",
  "VTRS",
  "WST",
  null,
  "WH",
  "YUMC",
  "YUM",
  "XYL",
  null,
  "SCHD",
  null,
  "SCHF",
  "SCHA",
  "KNX",
  "NOK",
  "LUMN",
  "JCI",
  "HST",
  "MGM",
  "TER",
  "ON",
  "OTIS",
  "PSX",
  "CRM",
  "RBLX",
  null,
  "TNL",
  "MTUM",
  "ZM",
  "UPST",
  "PSA",
  "FDX",
  "ALLY",
  "LULU",
  "CAR",
  null,
  "BRK-B",
  "BBAI",
  "BA",
  "BMY",
  "CM",
  "CARR",
  "CCL",
  "CELH",
  "CVX",
  "CSCO",
  "CLOV",
  "CLH",
  "NET",
  "KO",
  "COLB",
  "COP",
  "ED",
  "CRSP",
  "CCK",
  "DQ",
  "DE",
  "DAL",
  null,
  null,
  "DFAX",
  "DFAC",
  "EFA",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "PH",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 255
Total Value: 62451447
Accession Number: 0001938514-25-000003
Form Type: 13F-HR
CIK: decisionpoint-financial
Manager Name: Decisionpoint-Financial

Data Enrichment

79% identified

202 identified53 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

255 positions • $62.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 8 of 13

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VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:100

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$62.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:111

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$62.5M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:155

Value:$13.1K

% of Portfolio:0.0% ($13.1K/$62.5M)

78463X202

Shares:237

Value:$12.9K

% of Portfolio:0.0% ($12.9K/$62.5M)

464287655

IWM|464287655

Shares:64

Value:$12.8K

% of Portfolio:0.0% ($12.8K/$62.5M)

American Homes 4 Rent

AMH|02665T306

Shares:335

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$62.5M)

DOLLAR GENERAL CORP

DG|256677105

Shares:144

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$62.5M)

INTEL CORP

INTC|458140100

Shares:532

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$62.5M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:200

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$62.5M)

Public Storage

PSA|74460D109

Shares:39

Value:$11.7K

% of Portfolio:0.0% ($11.7K/$62.5M)

25434V815

Shares:410

Value:$11.5K

% of Portfolio:0.0% ($11.5K/$62.5M)

Otis Worldwide Corp

OTIS|68902V107

Shares:110

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$62.5M)

DEERE & CO

DE|244199105

Shares:23

Value:$10.8K

% of Portfolio:0.0% ($10.8K/$62.5M)

Yum China Holdings, Inc.

YUMC|98850P109

Shares:200

Value:$10.4K

% of Portfolio:0.0% ($10.4K/$62.5M)

25434V302

Shares:400

Value:$10.4K

% of Portfolio:0.0% ($10.4K/$62.5M)

SOUTHWEST AIRLINES CO

LUV|844741108

Shares:306

Value:$10.3K

% of Portfolio:0.0% ($10.3K/$62.5M)

FORD MOTOR CO

F|345370860

Shares:1.0K

Value:$10.0K

% of Portfolio:0.0% ($10.0K/$62.5M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:21

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$62.5M)

46432F842

IEFA|46432F842

Shares:128

Value:$9.7K

% of Portfolio:0.0% ($9.7K/$62.5M)

Prologis, Inc.

PLD|74340W103

Shares:80

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$62.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	100	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$13.2K	0.0% ($13.2K/$62.5M)	QoQ +7.73% (+$948) YoY -20.34% (-$3.4K)
EXXON MOBIL CORP(XOMcusip30231G102)	111	QoQ 0.00% (+0) YoY NEW(+111)	All Managers (Combined)	$13.2K	0.0% ($13.2K/$62.5M)	QoQ +10.56% (+$1.3K) YoY NEW(+$13.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	155	QoQ +6.89% (+10) YoY +6.89% (+10)	All Managers (Combined)	$13.1K	0.0% ($13.1K/$62.5M)	QoQ +19.28% (+$2.1K) YoY +300.55% (+$9.8K)
(cusip78463X202)✕	237	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.9K	0.0% ($12.9K/$62.5M)	QoQ +13.00% (+$1.5K) YoY +5.30% (+$650)
(IWMcusip464287655)	64	QoQ -68.15% (-137) YoY -69.23% (-144)	All Managers (Combined)	$12.8K	0.0% ($12.8K/$62.5M)	QoQ -71.25% (-$31.6K) YoY -69.05% (-$28.5K)
American Homes 4 Rent(AMHcusip02665T306)	335	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.7K	0.0% ($12.7K/$62.5M)	QoQ +1.04% (+$131) YoY +3.84% (+$469)
DOLLAR GENERAL CORP(DGcusip256677105)	144	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$12.7K	0.0% ($12.7K/$62.5M)	QoQ +15.96% (+$1.7K) YoY -38.11% (-$7.8K)
INTEL CORP(INTCcusip458140100)	532	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$12.1K	0.0% ($12.1K/$62.5M)	QoQ +13.26% (+$1.4K) YoY -28.76% (-$4.9K)
ALTRIA GROUP, INC.(MOcusip02209S103)	200	QoQ 0.00% (+0) YoY -60.00% (-300)	All Managers (Combined)	$12.0K	0.0% ($12.0K/$62.5M)	QoQ +14.78% (+$1.5K) YoY -44.65% (-$9.7K)
Public Storage(PSAcusip74460D109)	39	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$11.7K	0.0% ($11.7K/$62.5M)	QoQ -0.05% (-$6) YoY +16.12% (+$1.6K)
(cusip25434V815)✕	410	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$11.5K	0.0% ($11.5K/$62.5M)	QoQ -8.54% (-$1.1K) YoY -2.25% (-$266)
Otis Worldwide Corp(OTIScusip68902V107)	110	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.4K	0.0% ($11.4K/$62.5M)	QoQ +11.42% (+$1.2K) YoY +11.93% (+$1.2K)
DEERE & CO(DEcusip244199105)	23	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$10.8K	0.0% ($10.8K/$62.5M)	QoQ +10.77% (+$1.1K) YoY +19.33% (+$1.7K)
Yum China Holdings, Inc.(YUMCcusip98850P109)	200	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$10.4K	0.0% ($10.4K/$62.5M)	QoQ +8.07% (+$778) YoY +31.29% (+$2.5K)
(cusip25434V302)✕	400	QoQ 0.00% (+0) YoY -99.80% (-206.9K)	All Managers (Combined)	$10.4K	0.0% ($10.4K/$62.5M)	QoQ +2.04% (+$208) YoY -99.79% (-$5.1M)
SOUTHWEST AIRLINES CO(LUVcusip844741108)	306	QoQ 0.00% (-0) YoY -0.64% (-2)	All Managers (Combined)	$10.3K	0.0% ($10.3K/$62.5M)	QoQ -0.11% (-$12) YoY +23.42% (-$1.9K)
FORD MOTOR CO(Fcusip345370860)	1.0K	QoQ 0.00% (+0) YoY +99900.00% (+999)	All Managers (Combined)	$10.0K	0.0% ($10.0K/$62.5M)	QoQ +1.31% (+$130) YoY +77053.84% (+$10.0K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	21	QoQ 0.00% (-0) YoY +90.90% (+10)	All Managers (Combined)	$9.8K	0.0% ($9.8K/$62.5M)	QoQ -8.27% (-$888) YoY +107.71% (+$5.1K)
(IEFAcusip46432F842)	128	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$9.7K	0.0% ($9.7K/$62.5M)	QoQ +7.64% (+$688) YoY +4.54% (+$421)
Prologis, Inc.(PLDcusip74340W103)	80	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.9K	0.0% ($8.9K/$62.5M)	QoQ +5.77% (+$488) YoY +7.43% (+$619)