Towneley Capital Management, Inc / De Portfolio Holdings by Sector
Towneley Capital Management, Inc / De
- $460 Billion
- Q3 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VXUS WINN VGIT JMBS VCSH SGOL VTEB SCHO 29 stocks |
$289 Million
65.49% of portfolio
|
  14  
|
  15  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$150 Million
33.93% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$1.21 Million
0.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$484,139
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
SELF 1 stocks |
$236,538
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PHYS 1 stocks |
$222,446
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$208,797
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$201,048
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|