Towercrest Capital Management Purchases in Q3 2024

Towercrest Capital Management

  • $630 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
995
+ 0.13%
$61.11 - $67.85 $60.8K - $67.5K
755K $51.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.11K
+ 2.73%
$96.25 - $101.98 $877K - $929K
343K $34.8M
LQD
Ishares Iboxx $ Investment Gra

ETFs
12.4K
+ 12.59%
$106.11 - $113.72 $1.31M - $1.41M
111K $12.5M
IEFA
Ishares Tr

ETFs
3.21K
+ 1.03%
$70.09 - $78.74 $225K - $253K
315K $24.6M
HYG
Ishares Tr

ETFs
6.83K
+ 1.9%
$76.72 - $80.36 $524K - $548K
366K $29.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.1K
+ 3.18%
$36.98 - $41.55 $484K - $544K
425K $17.5M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.42K
+ 1.55%
$45.2 - $47.87 $380K - $403K
551K $26.2M
CORP
Pimco Investment Grade Corp Bd

ETFs
10.1K
+ 11.01%
$94.36 - $100.01 $957K - $1.01M
102K $10.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.27K
+ 4.79%
$46.9 - $51.96 $435K - $481K
203K $10.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.97K
+ 4.38%
$77.02 - $85.06 $229K - $253K
70.8K $5.99M
PM
Philip Morris International Inc.

Consumer Defensive
3.92K
New
$101.25 - $127.45 $397K - $500K
3.92K $476K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
2.87K
+ 1.13%
$19.88 - $21.63 $57.1K - $62.2K
258K $5.55M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.56K
+ 4.92%
$41.02 - $46.01 $105K - $118K
54.4K $2.48M
QQQ
Invesco Qqq Trust, Series 1

ETFs
595
+ 30.25%
$434.77 - $502.96 $259K - $299K
2.56K $1.25M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.85K
+ 96.61%
$117.9 - $128.2 $218K - $237K
3.77K $482K
VZ
Verizon Communications Inc

Communication Services
4.62K
New
$38.89 - $45.0 $179K - $208K
4.62K $207K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.85K
New
$97.81 - $108.79 $181K - $202K
1.85K $201K
IWF
Ishares Russell 1000 Gr ETF

ETFs
78
+ 0.82%
$332.02 - $382.76 $25.9K - $29.9K
9.62K $3.61M
IBM
International Business Machines Corp

Technology
1
+ 0.04%
$175.1 - $223.38 $175 - $223
2.59K $571K
SCHG
Schwab Strategic Tr Us Large C

ETFs
206
+ 0.81%
$92.63 - $105.69 $19.1K - $21.8K
25.6K $2.66M
IWP
Ishares Russell Mid Cap Growth

ETFs
562
+ 19.21%
$103.87 - $117.59 $58.4K - $66.1K
3.49K $409K
CPNG
Coupang, Inc.

Consumer Cyclical
200
+ 1.11%
$19.79 - $24.92 $3.96K - $4.98K
18.2K $446K
NEE
Nextera Energy Inc

Utilities
20
+ 0.4%
$69.9 - $84.97 $1.4K - $1.7K
5.05K $426K
SCHO
Schwab Short Term Us Treasury

ETFs
366
+ 1.65%
$47.93 - $49.06 $17.5K - $18K
22.6K $1.11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.28%
$475.2 - $527.7 $1.43K - $1.58K
1.08K $571K
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.03%
$95.54 - $108.77 $95.5 - $109
2.89K $299K
CMCSA
Comcast Corp

Communication Services
6
+ 0.09%
$37.33 - $41.78 $224 - $251
6.97K $291K
NVDA
Nvidia Corp

Technology
410
+ 2.71%
$98.91 - $134.91 $40.6K - $55.3K
15.5K $1.89M
XLK
Technology Sector Spdr

ETFs
59
+ 3.37%
$197.34 - $237.68 $11.6K - $14K
1.81K $408K
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.05%
$161.9 - $179.3 $162 - $179
2.15K $365K
GOOG
Alphabet Inc.

Communication Services
150
+ 3.73%
$149.54 - $192.66 $22.4K - $28.9K
4.17K $697K
Activity Summary
Buys All Purchases 32 New Holdings 3 Increased Positions 29 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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