Towerpoint Wealth, LLC Purchases and Sells in Q4 2024

Towerpoint Wealth, LLC

$201 Million
Q4 2024

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VO	9.85K + 27.18%	$261.5 - $284.63 $2.58M - $2.8M	46.1K $12.2M
VUG	646 + 0.97%	$378.79 - $428.11 $245K - $277K	67.3K $27.6M
VCIT	15.8K + 6.44%	$80.13 - $83.77 $1.27M - $1.33M	262K $21M
IWF	377 + 4.06%	$370.24 - $418.94 $140K - $158K	9.66K $3.88M
KOMP	2.2K + 2.42%	$48.59 - $54.76 $107K - $120K	92.9K $4.72M
GOOG	6 + 0.1%	$163.08 - $198.16 $978 - $1.19K	5.85K $1.11M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	835 New	$213.65 - $479.86 $178K - $401K	835 $337K
VTI	913 New	$280.04 - $302.45 $256K - $276K	913 $264K
NFLX	260 New	$687.65 - $936.56 $179K - $244K	260 $231K
DIS	2.07K New	$92.39 - $117.6 $191K - $243K	2.07K $230K
PZA	9.19K New	$23.42 - $24.25 $215K - $223K	9.19K $217K
FEDERATED HERMES ETF TRUST	34K New	N/A	34K $0

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HYG	-33K - 50.66%	$78.09 - $80.04 $2.58M - $2.64M	32.1K $2.53M
MSFT	-4.53K - 50.23%	$406.35 - $454.46 $1.84M - $2.06M	4.49K $1.89M
BNDX	-34.6K - 31.11%	$48.91 - $50.61 $1.69M - $1.75M	76.6K $3.76M
VEA	-7.21K - 2.84%	$47.57 - $52.44 $343K - $378K	247K $11.8M
VTV	-1.94K - 1.35%	$168.32 - $181.87 $326K - $352K	142K $24M
FTSM	-13.3K - 17.56%	$59.74 - $60.03 $792K - $796K	62.2K $3.72M

Activity Summary All Purchases 33 New Holdings 7 Increased Positions 26 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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