Towneley Capital Management, Inc / De Purchases in Q3 2025

Towneley Capital Management, Inc / De

  • $460 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
426K
New
$39.93 - $42.72 $17M - $18.2M
426K $18.2B
CVX
Chevron Corp

Energy
7.81K
New
$145.57 - $161.83 $1.14M - $1.26M
7.81K $1.21B
JMBS
Janus Detroit Str Tr Henderson

ETFs
11.2K
+ 1.93%
$44.34 - $45.94 $496K - $514K
589K $26.9B
VGIT
Vanguard Intermediate Term Tre

ETFs
8.41K
+ 1.51%
$58.97 - $60.36 $496K - $507K
564K $33.9B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.27K
+ 0.69%
$48.5 - $50.19 $110K - $114K
331K $16.6B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.78K
+ 0.87%
$78.96 - $80.04 $219K - $222K
323K $25.8B
VGLT
Vanguard Long Term Treasury Et

ETFs
3.37K
+ 2.59%
$54.21 - $57.41 $183K - $194K
133K $7.58B
PHYS
Sprott Physical Gold Trust

Financial Services
7.51K
New
$25.02 - $29.62 $188K - $222K
7.51K $222M
AAPL
Apple Inc.

Technology
820
New
$202.38 - $256.87 $166K - $211K
820 $209M
LOW
Lowes Companies Inc

Consumer Cyclical
800
New
$215.01 - $273.02 $172K - $218K
800 $201M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.22K
+ 1.73%
$28.95 - $29.73 $64.2K - $65.9K
131K $3.88B
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.13%
$620.67 - $670.08 $1.24K - $1.34K
1.53K $1.03B
DFUS
Dimensional ETF Tr U S Equity

ETFs
25
+ 0.25%
$67.01 - $72.84 $1.68K - $1.82K
9.92K $719M
DFSU
Dimensional ETF Tr Dimen Us Su
303
+ 3.65%
N/A
8.6K $365M
VGSH
Vanguard

ETFs
621
+ 3.07%
$58.43 - $58.88 $36.3K - $36.6K
20.8K $1.23B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
44
+ 0.44%
$41.91 - $44.87 $1.84K - $1.97K
10K $448M
DFAT
Dimensional ETF Tr U S Target

ETFs
25
+ 0.48%
$53.36 - $59.69 $1.33K - $1.49K
5.22K $304M
DFAS
Dimensional ETF Tr U S Small C

ETFs
12
+ 0.27%
$63.41 - $69.69 $761 - $836
4.5K $308M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
23
+ 0.45%
$49.78 - $50.75 $1.14K - $1.17K
5.14K $260M
SELF
Global Self Storage, Inc.

Real Estate
674
+ 1.45%
$5.0 - $5.45 $3.37K - $3.67K
47K $237M
Activity Summary
Buys All Purchases 21 New Holdings 5 Increased Positions 16 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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