Towercrest Capital Management Sells in Q3 2024

Towercrest Capital Management

  • $630 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.37K
- 23.88%
$517.38 - $573.86 $3.3M - $3.66M
20.3K $11.7M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-68.9K
- 8.49%
$30.55 - $30.85 $2.1M - $2.13M
742K $22.9M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-21.4K
- 3.26%
$50.63 - $51.11 $1.08M - $1.09M
633K $32.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-32K
- 16.22%
$33.74 - $37.96 $1.08M - $1.21M
165K $6.21M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-27.6K
- 10.33%
$57.32 - $62.65 $1.58M - $1.73M
240K $15M
MUB
Ishares National Muni Bond ETF

ETFs
-8.8K
- 7.13%
$106.13 - $108.7 $934K - $956K
115K $12.4M
IEMG
Ishares Inc

ETFs
-13.5K
- 3.98%
$53.64 - $53.64 $727K - $727K
327K $17.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-30.7K
- 17.75%
$36.02 - $41.68 $1.11M - $1.28M
142K $5.87M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-18.3K
- 11.12%
$41.95 - $43.42 $768K - $795K
146K $6.36M
MSFT
Microsoft Corp

Technology
-911
- 7.71%
$395.15 - $467.56 $360K - $426K
10.9K $4.69M
REZI
Resideo Technologies, Inc.

Industrials
-15.2K
- 50.0%
$17.98 - $22.72 $273K - $345K
15.2K $306K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-7.15K
- 7.6%
$113.41 - $125.62 $810K - $898K
86.9K $10.9M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-6.4K
- 5.12%
$45.6 - $46.83 $292K - $300K
119K $5.56M
JPM
Jpmorgan Chase & CO

Financial Services
-805
- 7.81%
$194.9 - $224.8 $157K - $181K
9.5K $2M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-6.74K
- 15.8%
$39.95 - $45.86 $269K - $309K
35.9K $1.64M
AMZN
Amazon Com Inc

Consumer Cyclical
-100
- 1.71%
$161.02 - $200.0 $16.1K - $20K
5.73K $1.07M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-705
- 3.49%
$81.31 - $83.29 $57.3K - $58.7K
19.5K $1.62M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-615
- 7.38%
$29.58 - $30.31 $18.2K - $18.6K
7.71K $233K
DIS
Walt Disney CO

Communication Services
-26
- 0.91%
$85.6 - $98.61 $2.23K - $2.56K
2.83K $272K
VIG
Vanguard Dividend Appreciation

ETFs
-15
- 0.53%
$182.15 - $182.15 $2.73K - $2.73K
2.79K $508K
XOM
Exxon Mobil Corp

Energy
-67
- 1.63%
$109.72 - $119.0 $7.35K - $7.97K
4.06K $475K
VEU
Vanguard Ftse All World Ex Us

ETFs
-126
- 3.4%
$56.47 - $63.69 $7.12K - $8.02K
3.58K $225K
VTI
Vanguard Total Stock Market Et

ETFs
-24
- 0.86%
$255.18 - $283.2 $6.12K - $6.8K
2.78K $786K
SPMD
Spdr Portfolio

ETFs
-2.11K
- 4.47%
$50.29 - $54.92 $106K - $116K
45.1K $2.47M
T
At&T Inc.

Communication Services
-1.45K
- 4.7%
$18.21 - $22.28 $26.3K - $32.2K
29.3K $644K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-395
- 1.51%
$63.28 - $70.06 $25K - $27.7K
25.8K $1.81M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-3.45K
- 1.47%
$17.93 - $18.61 $61.9K - $64.2K
232K $4.3M
JNJ
Johnson & Johnson

Healthcare
-9
- 0.13%
$145.48 - $167.38 $1.31K - $1.51K
6.72K $1.09M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.99K
- 1.3%
$32.36 - $33.78 $64.3K - $67.2K
151K $5.08M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5.69K
- 4.31%
$75.47 - $83.18 $430K - $474K
126K $10.5M
META
Meta Platforms, Inc.

Communication Services
-245
- 4.15%
$453.41 - $572.44 $111K - $140K
5.66K $3.24M
AAPL
Apple Inc.

Technology
-4.01K
- 6.32%
$207.23 - $234.82 $831K - $941K
59.4K $13.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.34K
- 0.83%
$59.93 - $66.52 $80.2K - $89K
159K $10.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-263
- 0.15%
$60.84 - $67.51 $16K - $17.8K
180K $12.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-20.7K
- 4.03%
$25.45 - $29.53 $528K - $613K
495K $14.4M
EMB
Ishares Tr

ETFs
-860
- 0.4%
$87.75 - $93.74 $75.5K - $80.6K
212K $19.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.53K
- 1.88%
$105.53 - $118.34 $266K - $299K
132K $15.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.55K
- 3.13%
$520.18 - $576.82 $1.85M - $2.05M
110K $63.4M
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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