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CIK: 0001731445
Total reported value
$284.3M
$284.3M
81 檔
34.0%
As reported in its official Q4 2024 Form 13F filing, Towerpoint Wealth, LLC's tracked investment portfolio stood at $284.3M with 81 total positions.
In Q4 2024, Towerpoint Wealth, LLC adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 11 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 13.53% | -0.03% | +0.97% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 11.75% | -2.47% | -1.35% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 10.29% | +0.09% | +6.44% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.96% | -0.10% | +27.18% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.79% | +0.35% | -2.84% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.90% | -0.23% | -1.52% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.29% | -0.09% | +0.12% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.73% | +0.02% | +0.86% | |
| 9 | FVD | First Trust Value Line Dvd | ETF-Other | 2.67% | -0.12% | +1.12% | |
| 10 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 2.31% | -0.69% | +2.42% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.97% | +0.18% | -16.32% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.90% | -0.01% | +4.06% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.84% | +0.01% | -31.11% | |
| 14 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.82% | +0.06% | -17.56% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.79% | +0.01% | +10.12% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.76% | +0.01% | -2.55% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.70% | +0.06% | -0.94% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.62% | -0.03% | -0.02% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.41% | +0.19% | -2.32% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.24% | -0.01% | -50.66% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.24% | -0.08% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.94% | -0.03% | +0.18% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | +0.19% | -50.23% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.03% | — | |
| 25 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.84% | -0.03% | — | |
| 26 | CMF | Ishares California Muni Bond | ETF-Other | 0.76% | -0.06% | +0.22% | |
| 27 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.73% | -0.04% | +5.51% | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.66% | -0.03% | +0.37% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | +0.33% | -10.77% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.58% | +0.04% | +0.26% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | +0.01% | -0.49% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | +0.01% | +0.35% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | -0.02% | +0.10% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | +0.01% | +0.10% | |
| 35 | DMLP | Dorchester Minerals LP | Stock-Other | 0.49% | +0.01% | +0.32% | |
| 36 | FLCG | Fed Hermes Large Cap Growth | ETF-Large Cap & Growth | 0.47% | +0.04% | — | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | +0.03% | — | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.46% | +0.03% | +0.79% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.05% | -0.13% | |
| 40 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.42% | -0.03% | -7.75% | |
| 41 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.40% | -0.29% | +2.91% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.38% | — | -1.02% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | +0.02% | -2.20% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.32% | -0.01% | -0.18% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | -0.06% | -17.11% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.29% | -0.01% | +0.20% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | +0.04% | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | -0.04% | +0.98% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.25% | -0.06% | -0.34% | |
| 50 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.24% | -0.02% | -3.82% |
According to official SEC Form 13F filings, Towerpoint Wealth, LLC reported a total U.S. public equity portfolio value of $284.3M across 81 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, VCIT) accounted for 34.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
FLCG
市值: $962.5K
Top Position Liquidated / Trimmed
VYM
前期市值: $721.4K
During Q4 2024, Towerpoint Wealth, LLC's top holdings by market value included VUG (13.5%)、VTV (11.8%)、VCIT (10.3%). The largest single position, VUG, represented 13.5% of total portfolio value.
In Q4 2024, Towerpoint Wealth, LLC made 81 total portfolio adjustments, initiating 7 new buys, adding to 26 positions, trimming 37 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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