Towercrest Capital Management Portfolio Holdings
Towercrest Capital Management
- $599 Million
- Q1 2024
Towercrest Capital Management has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $599 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $57.5M, Schwab Strategic Tr Us Large C with a value of $48.1M, Ishares Tr Fltg Rate Nt ETF with a value of $31.8M, Ishares Core U.S. Aggregate Bo with a value of $29.9M, and Ishares Tr with a value of $26.7M.
Examining the 13F form we can see an increase of $33.1M in the current position value, from $566M to 599M.
Towercrest Capital Management is based out at Newtown, PA
Below you can find more details about Towercrest Capital Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|