Towercrest Capital Management Sells in Q1 2025

Towercrest Capital Management

  • $537 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-29.1K
- 25.72%
$554.06 - $615.85 $16.1M - $17.9M
84.1K $47.3M
AAPL
Apple Inc.

Technology
-27.4K
- 43.7%
$209.68 - $247.1 $5.75M - $6.77M
35.3K $7.84M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-127K
- 19.38%
$50.87 - $51.09 $6.46M - $6.49M
528K $27M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-59.5K
- 15.99%
$95.85 - $99.25 $5.7M - $5.91M
313K $30.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-32.4K
- 24.67%
$102.49 - $119.96 $3.32M - $3.88M
98.8K $10.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-64.5K
- 26.33%
$57.21 - $65.8 $3.69M - $4.25M
181K $10.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-63.1K
- 2.78%
$21.75 - $24.28 $1.37M - $1.53M
2.21M $48.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.96K
- 29.1%
$551.42 - $612.93 $3.29M - $3.65M
14.5K $8.12M
HYG
Ishares Tr

ETFs
-42.3K
- 11.13%
$78.51 - $80.11 $3.32M - $3.39M
338K $26.6M
IEMG
Ishares Inc

ETFs
-59.7K
- 16.44%
N/A
304K $16.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-21.8K
- 28.04%
$120.29 - $134.6 $2.62M - $2.93M
55.9K $6.81M
META
Meta Platforms, Inc.

Communication Services
-4.33K
- 76.65%
$576.36 - $736.67 $2.5M - $3.19M
1.32K $760K
MSFT
Microsoft Corp

Technology
-4.61K
- 42.13%
$375.39 - $447.2 $1.73M - $2.06M
6.33K $2.37M
NVDA
Nvidia Corp

Technology
-10.8K
- 59.34%
$106.98 - $149.43 $1.15M - $1.61M
7.37K $798K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-52.3K
- 6.99%
$30.71 - $30.87 $1.6M - $1.61M
696K $21.4M
EMB
Ishares Tr

ETFs
-17.9K
- 8.4%
$88.64 - $92.03 $1.59M - $1.65M
195K $17.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-12.7K
- 3.21%
$23.16 - $27.04 $293K - $342K
382K $8.95M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.3K
- 23.89%
$360.07 - $417.26 $828K - $959K
7.33K $2.64M
MUB
Ishares National Muni Bond ETF

ETFs
-10K
- 7.62%
$104.71 - $107.69 $1.05M - $1.08M
122K $12.8M
JPM
Jpmorgan Chase & CO

Financial Services
-4.68K
- 49.48%
$225.19 - $279.95 $1.05M - $1.31M
4.78K $1.17M
DGRO
Ishares Core Dividend Growth E

ETFs
-17.8K
- 18.84%
$60.46 - $64.42 $1.08M - $1.15M
76.6K $4.74M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-11.4K
- 3.04%
$25.58 - $29.24 $292K - $334K
364K $9.54M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-33.8K
- 21.05%
$33.84 - $37.77 $1.14M - $1.28M
127K $4.61M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-16.1K
- 3.77%
$21.23 - $23.75 $342K - $383K
412K $8.86M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.1K
- 1.77%
$64.88 - $72.1 $201K - $223K
172K $11.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-7.1K
- 5.17%
$105.1 - $109.61 $746K - $778K
130K $14.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.72K
- 28.56%
$190.26 - $242.06 $327K - $417K
4.3K $818K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-15.1K
- 10.5%
$37.07 - $40.63 $561K - $615K
129K $5.08M
GOOGL
Alphabet Inc.

Communication Services
-1.66K
- 46.71%
$154.33 - $206.19 $256K - $342K
1.89K $292K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.71K
- 23.29%
$81.83 - $82.73 $385K - $389K
15.5K $1.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-311
- 15.01%
$468.34 - $539.52 $146K - $168K
1.76K $825K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-5.14K
- 3.5%
$42.38 - $43.28 $218K - $223K
142K $6.03M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-343
- 0.67%
$40.03 - $46.81 $13.7K - $16.1K
51K $2.08M
PG
Procter & Gamble CO

Consumer Defensive
-1.27K
- 49.11%
$158.56 - $176.26 $202K - $225K
1.32K $224K
SPMD
Spdr Portfolio

ETFs
-802
- 1.84%
$50.21 - $57.73 $40.3K - $46.3K
42.9K $2.19M
GOOG
Alphabet Inc.

Communication Services
-210
- 5.05%
$156.06 - $207.71 $32.8K - $43.6K
3.95K $616K
HD
Home Depot, Inc.

Consumer Cyclical
-323
- 14.67%
$347.25 - $424.87 $112K - $137K
1.88K $688K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.13K
- 32.34%
$114.9 - $139.6 $130K - $157K
2.36K $277K
BAC
Bank Of America Corp

Financial Services
-2.7K
- 18.32%
$39.61 - $47.74 $107K - $129K
12K $501K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.2K
- 2.83%
$44.81 - $46.22 $98.5K - $102K
75.6K $3.41M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-778
- 3.55%
$67.03 - $74.61 $52.1K - $58K
21.2K $1.44M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-139
- 12.76%
$507.05 - $563.67 $70.5K - $78.4K
950 $488K
DIS
Walt Disney CO

Communication Services
-535
- 18.88%
$96.87 - $114.0 $51.8K - $61K
2.3K $226K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-4.62K
- 1.95%
$18.01 - $18.31 $83.1K - $84.5K
232K $4.19M
IWD
Ishares Russell 1000 Val ETF

ETFs
-405
- 14.71%
$182.82 - $196.21 $74K - $79.5K
2.35K $441K
IBM
International Business Machines Corp

Technology
-500
- 19.33%
$217.4 - $264.74 $109K - $132K
2.09K $518K
VTI
Vanguard Total Stock Market Et

ETFs
-27
- 0.99%
$271.18 - $303.12 $7.32K - $8.18K
2.7K $740K
CSCO
Cisco Systems, Inc.

Technology
-870
- 11.41%
$58.74 - $64.87 $51.1K - $56.4K
6.76K $416K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-60
- 0.85%
$169.43 - $182.84 $10.2K - $11K
6.99K $1.21M
Activity Summary
Buys All Purchases 12 New Holdings 1 Increased Positions 11 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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