Towercrest Capital Management Incresed Positions in Q2 2025

Towercrest Capital Management

  • $559 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
74.1K
+ 3.36%
$19.6 - $24.44 $1.45M - $1.81M
2.28M $55.7M
IVV
Ishares Core S&P 500 ETF

ETFs
3.12K
+ 3.71%
$498.8 - $620.9 $1.55M - $1.94M
87.2K $54.2M
IEFA
Ishares Tr

ETFs
2.54K
+ 1.0%
$67.83 - $84.09 $172K - $213K
257K $21.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.47K
+ 0.88%
$17.76 - $22.1 $133K - $165K
859K $19M
SCHA
Schwab Strategic Tr Us Small C

ETFs
41.6K
+ 10.9%
$20.42 - $25.3 $850K - $1.05M
424K $10.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.7K
+ 10.82%
$90.56 - $109.49 $968K - $1.17M
109K $12M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.56K
+ 3.23%
$58.41 - $72.69 $325K - $404K
178K $12.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13.7K
+ 7.57%
$51.16 - $62.02 $699K - $848K
194K $12M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
24.4K
+ 6.69%
$22.92 - $28.05 $558K - $683K
389K $10.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17K
+ 4.12%
$19.1 - $23.83 $324K - $404K
429K $10.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.79K
+ 6.79%
$108.12 - $135.04 $410K - $512K
59.6K $8.05M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.61K
+ 6.62%
$105.23 - $109.61 $906K - $944K
139K $15.2M
MSFT
Microsoft Corp

Technology
137
+ 2.17%
$354.56 - $497.45 $48.6K - $68.2K
6.46K $3.21M
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.19K
+ 4.85%
$32.62 - $33.58 $267K - $275K
177K $5.95M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.31K
+ 10.42%
$35.35 - $42.68 $188K - $227K
56.3K $2.4M
SPMD
Spdr Portfolio

ETFs
2.34K
+ 5.46%
$44.89 - $54.38 $105K - $127K
45.2K $2.46M
CORP
Pimco Investment Grade Corp Bd

ETFs
2.09K
+ 1.94%
$94.14 - $97.31 $197K - $204K
110K $10.7M
AMZN
Amazon Com Inc

Consumer Cyclical
300
+ 6.97%
$167.32 - $223.3 $50.2K - $67K
4.6K $1.01M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
605
+ 2.86%
$60.34 - $74.89 $36.5K - $45.3K
21.8K $1.63M
DGRO
Ishares Core Dividend Growth E

ETFs
131
+ 0.17%
$55.22 - $63.94 $7.23K - $8.38K
76.8K $4.91M
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 0.57%
$416.06 - $551.64 $4.16K - $5.52K
1.77K $976K
VIG
Vanguard Dividend Appreciation

ETFs
325
+ 12.14%
N/A
3K $546K
T
At&T Inc.

Communication Services
40
+ 0.14%
$26.33 - $28.94 $1.05K - $1.16K
27.7K $800K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
207
+ 1.34%
$82.21 - $83.12 $17K - $17.2K
15.7K $1.3M
MUB
Ishares National Muni Bond ETF

ETFs
1.1K
+ 0.9%
$102.31 - $105.8 $112K - $116K
123K $12.8M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
600
+ 0.79%
$43.63 - $45.4 $26.2K - $27.2K
76.2K $3.4M
NEE
Nextera Energy Inc

Utilities
25
+ 0.49%
$64.11 - $75.0 $1.6K - $1.88K
5.12K $355K
VZ
Verizon Communications Inc

Communication Services
13
+ 0.23%
$41.67 - $45.62 $542 - $593
5.72K $247K
JNJ
Johnson & Johnson

Healthcare
17
+ 0.26%
$146.36 - $159.82 $2.49K - $2.72K
6.48K $989K
Activity Summary
Buys All Purchases 33 New Holdings 3 Increased Positions 30 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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