Towercrest Capital Management Incresed Positions in Q3 2025

Towercrest Capital Management

  • $619 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
9.52K
+ 10.91%
$620.67 - $670.08 $5.91M - $6.38M
96.8K $64.8M
CL
Colgate Palmolive CO

Consumer Defensive
59.3K
+ 1243.61%
$79.36 - $93.33 $4.71M - $5.54M
64.1K $5.13M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
36.9K
+ 11.97%
$97.75 - $100.75 $3.61M - $3.72M
346K $34.6M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
53K
+ 10.49%
$50.82 - $51.09 $2.69M - $2.71M
558K $28.5M
IEFA
Ishares Tr

ETFs
18.7K
+ 7.3%
$81.7 - $87.53 $1.53M - $1.64M
275K $24M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.6K
+ 10.63%
$62.09 - $66.51 $1.28M - $1.37M
215K $14M
HYG
Ishares Tr

ETFs
21.4K
+ 6.46%
$79.85 - $81.32 $1.71M - $1.74M
354K $28.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
14.1K
+ 10.19%
$107.66 - $112.36 $1.52M - $1.59M
153K $17M
EMB
Ishares Tr

ETFs
12.5K
+ 6.57%
$91.52 - $95.59 $1.14M - $1.19M
203K $19.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.18K
+ 7.01%
$135.0 - $146.02 $564K - $610K
63.8K $9.3M
IEMG
Ishares Inc

ETFs
21.7K
+ 7.24%
N/A
321K $17.2M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
36K
+ 3.5%
$22.9 - $23.58 $825K - $849K
1.06M $25M
MUB
Ishares National Muni Bond ETF

ETFs
6.96K
+ 5.67%
$103.24 - $106.68 $718K - $742K
130K $13.8M
GOOG
Alphabet Inc.

Communication Services
2.19K
+ 55.39%
$175.16 - $255.24 $383K - $558K
6.13K $1.49M
DGRO
Ishares Core Dividend Growth E

ETFs
6.6K
+ 8.6%
$64.12 - $68.08 $423K - $450K
83.4K $5.68M
FLRN
Spdr Bloomberg Investment Grad

ETFs
24.1K
+ 3.75%
$30.71 - $30.86 $739K - $743K
665K $20.5M
GOOGL
Alphabet Inc.

Communication Services
2.39K
+ 126.19%
$174.36 - $254.72 $417K - $609K
4.28K $1.04M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
21.6K
+ 6.19%
$25.21 - $25.99 $544K - $561K
370K $9.57M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.2K
+ 8.15%
$26.38 - $27.95 $427K - $452K
215K $5.86M
MSFT
Microsoft Corp

Technology
817
+ 12.64%
$491.09 - $535.64 $401K - $438K
7.28K $3.77M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
802
+ 84.42%
$567.77 - $614.76 $455K - $493K
1.75K $1.07M
CORP
Pimco Investment Grade Corp Bd

ETFs
3.52K
+ 3.2%
$95.87 - $99.18 $337K - $349K
114K $11.2M
META
Meta Platforms, Inc.

Communication Services
648
+ 49.09%
$695.21 - $791.73 $450K - $513K
1.97K $1.45M
NVDA
Nvidia Corp

Technology
1.39K
+ 19.27%
$153.3 - $186.58 $213K - $260K
8.61K $1.61M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
6.75K
+ 2.55%
$20.22 - $21.71 $137K - $147K
271K $5.85M
QQQ
Invesco Qqq Trust, Series 1

ETFs
555
+ 31.34%
$546.99 - $602.2 $304K - $334K
2.33K $1.4M
JNJ
Johnson & Johnson

Healthcare
873
+ 13.47%
$155.17 - $185.42 $135K - $162K
7.35K $1.36M
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.26K
+ 4.66%
$33.26 - $34.01 $275K - $281K
185K $6.28M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.17K
+ 4.35%
$42.75 - $43.37 $264K - $268K
148K $6.41M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
3.25K
+ 4.27%
$44.22 - $45.74 $144K - $149K
79.4K $3.62M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.55K
+ 16.24%
$82.38 - $83.0 $210K - $212K
18.3K $1.52M
V
Visa Inc.

Financial Services
701
+ 33.44%
$332.09 - $358.86 $233K - $252K
2.8K $954K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.42K
+ 10.07%
$42.43 - $45.05 $145K - $154K
37.4K $1.65M
CSCO
Cisco Systems, Inc.

Technology
3.03K
+ 44.9%
$66.2 - $71.79 $201K - $218K
9.79K $669K
ORCL
Oracle Corp

Technology
13
+ 0.52%
$218.96 - $328.33 $2.85K - $4.27K
2.51K $706K
C
Citigroup Inc

Financial Services
925
+ 36.79%
$85.57 - $103.49 $79.2K - $95.7K
3.44K $349K
AMZN
Amazon Com Inc

Consumer Cyclical
560
+ 12.16%
$211.65 - $238.24 $119K - $133K
5.16K $1.13M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
606
+ 7.1%
$109.55 - $124.15 $66.4K - $75.2K
9.14K $1.07M
BAC
Bank Of America Corp

Financial Services
854
+ 7.1%
$44.92 - $52.42 $38.4K - $44.8K
12.9K $664K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
3.49K
+ 1.52%
$18.32 - $18.72 $64K - $65.4K
233K $4.33M
NEE
Nextera Energy Inc

Utilities
814
+ 15.89%
$69.77 - $77.54 $56.8K - $63.1K
5.94K $448K
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 2.67%
$357.4 - $423.42 $17.9K - $21.2K
1.92K $779K
SCHO
Schwab Short Term Us Treasury

ETFs
2.75K
+ 6.0%
$24.23 - $24.42 $66.5K - $67.1K
48.5K $1.18M
BK
Bank Of New York Mellon Corp

Financial Services
175
+ 7.29%
$90.65 - $109.75 $15.9K - $19.2K
2.58K $280K
MRK
Merck & Co., Inc.

Healthcare
76
+ 0.83%
$77.6 - $87.37 $5.9K - $6.64K
9.2K $772K
WMT
Walmart Inc.

Consumer Defensive
252
+ 6.45%
$94.4 - $104.27 $23.8K - $26.3K
4.16K $428K
CVX
Chevron Corp

Energy
98
+ 4.08%
$145.57 - $161.83 $14.3K - $15.9K
2.5K $387K
UNH
Unitedhealth Group Inc

Healthcare
14
+ 1.85%
$237.77 - $353.61 $3.33K - $4.95K
770 $265K
T
At&T Inc.

Communication Services
1.53K
+ 5.52%
$26.94 - $29.62 $41.2K - $45.3K
29.2K $824K
Activity Summary
Buys All Purchases 66 New Holdings 10 Increased Positions 56 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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