Towerpoint Wealth, LLC Purchases and Sells in Q2 2025

Towerpoint Wealth, LLC

$222 Million
Q2 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TAGG	137K + 374.41%	$41.84 - $43.57 $5.72M - $5.95M	173K $7.36M
VUG	1.09K + 1.72%	$329.49 - $438.4 $359K - $478K	64.4K $28.2M
VTV	4.32K + 2.94%	$153.67 - $176.74 $664K - $764K	152K $26.8M
VEA	3.58K + 1.46%	$45.65 - $57.01 $163K - $204K	249K $14.2M
IJH	23.5K + 165.89%	$51.16 - $62.02 $1.2M - $1.46M	37.7K $2.34M
KOMP	7.63K + 8.15%	$40.86 - $54.38 $312K - $415K	101K $5.51M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	1.13K New	$416.06 - $551.64 $471K - $624K	1.13K $624K
META	755 New	$484.66 - $738.09 $366K - $557K	755 $557K
VTC	4.77K New	$74.71 - $77.33 $356K - $369K	4.77K $368K
IWR	3.38K New	$74.88 - $91.97 $253K - $311K	3.38K $310K
IWO	1.03K New	$224.16 - $285.86 $230K - $294K	1.03K $293K
CVX	1.83K New	$133.73 - $168.51 $244K - $308K	1.83K $261K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCIT	-54.6K - 20.87%	$79.56 - $82.92 $4.34M - $4.53M	207K $17.2M
HYG	-7.2K - 26.57%	$75.75 - $80.65 $546K - $581K	19.9K $1.61M
BNDX	-8.31K - 19.33%	$48.77 - $49.55 $405K - $412K	34.7K $1.72M
UNH	-35 - 4.91%	$274.35 - $599.47 $9.6K - $21K	678 $211K
PEP	-216 - 3.72%	$128.02 - $151.37 $27.7K - $32.7K	5.59K $738K
PG	-47 - 0.68%	$157.66 - $172.39 $7.41K - $8.1K	6.86K $1.09M

Activity Summary All Purchases 57 New Holdings 12 Increased Positions 45 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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