Towercrest Capital Management Portfolio Holdings

Towercrest Capital Management

  • $616 Million
  • Q2 2024

Towercrest Capital Management has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $616 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 $62.1M, Schwab Strategic Tr Us Large C with a value of $48.5M, Ishares Tr Fltg Rate Nt ETF with a value of $33.5M, Ishares Core U.S. Aggregate Bo with a value of $32.5M, and Ishares Tr with a value of $27.7M.

Examining the 13F form we can see an increase of $16.7M in the current position value, from $599M to 616M.

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 $616 Million
ETFs: $564 Million
Technology: $21.7 Million
Consumer Defensive: $11.1 Million
Communication Services: $5.5 Million
Healthcare: $3.57 Million
Financial Services: $3.5 Million
Industrials: $2.84 Million
Consumer Cyclical: $2.23 Million
Other: $1.72 Million

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 107
  • Current Value $616 Million
  • Prior Value $599 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
Track This Portfolio

Track Towercrest Capital Management Portfolio

Follow Towercrest Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Towercrest Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Towercrest Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email