Towercrest Capital Management Portfolio Holdings

Towercrest Capital Management

  • $537 Million
  • Q1 2025

Towercrest Capital Management has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $537 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $48.7M, Ishares Core S&P 500 ETF with a value of $47.3M, Ishares Core U.S. Aggregate Bo with a value of $30.9M, Ishares Tr Fltg Rate Nt ETF with a value of $27M, and Ishares Tr with a value of $26.6M.

Examining the 13F form we can see an decrease of $92.2M in the current position value, from $629M to 537M.

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.

Portfolio value $537 Million
ETFs: $501 Million
Consumer Defensive: $13.5 Million
Technology: $12.3 Million
Communication Services: $3.16 Million
Financial Services: $2.61 Million
Healthcare: $2.1 Million
Consumer Cyclical: $1.51 Million
Utilities: $661,000
Other: $670,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $537 Million
  • Prior Value $629 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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