Towercrest Capital Management Purchases and Sells in Q3 2025

Towercrest Capital Management

$619 Million
Q3 2025

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	9.52K + 10.91%	$620.67 - $670.08 $5.91M - $6.38M	96.8K $64.8M
CL	59.3K + 1243.61%	$79.36 - $93.33 $4.71M - $5.54M	64.1K $5.13M
AGG	36.9K + 11.97%	$97.75 - $100.75 $3.61M - $3.72M	346K $34.6M
FLOT	53K + 10.49%	$50.82 - $51.09 $2.69M - $2.71M	558K $28.5M
IEFA	18.7K + 7.3%	$81.7 - $87.53 $1.53M - $1.64M	275K $24M
IJH	20.6K + 10.63%	$62.09 - $66.51 $1.28M - $1.37M	215K $14M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	1.39K New	$264.74 - $369.57 $368K - $514K	1.39K $458K
TSLA	900 New	$293.94 - $444.72 $265K - $400K	900 $400K
BRK-B	720 New	$459.11 - $506.91 $331K - $365K	720 $361K
ABBV	1.01K New	$184.85 - $231.54 $187K - $234K	1.01K $234K
LLY	294 New	$625.65 - $812.69 $184K - $239K	294 $224K
VXF	1.01K New	$193.58 - $213.07 $196K - $215K	1.01K $211K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHA	-49.3K - 11.64%	$25.29 - $28.33 $1.25M - $1.4M	374K $10.4M
SPSM	-5.47K - 9.71%	$42.26 - $47.16 $231K - $258K	50.8K $2.36M
DIS	-15 - 0.65%	$112.25 - $124.0 $1.68K - $1.86K	2.28K $261K
VEU	-426 - 12.71%	$66.38 - $71.68 $28.3K - $30.5K	2.93K $208K
VT	-189 - 7.42%	$128.41 - $138.03 $24.3K - $26.1K	2.36K $324K
ISHARES TR	-195 - 24.84%	N/A	590 $0

Activity Summary All Purchases 66 New Holdings 10 Increased Positions 56 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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