Towerpoint Wealth, LLC Incresed Positions in Q2 2025

Towerpoint Wealth, LLC

  • $222 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TAGG
T Rowe Price Exchange Traded F

ETFs
137K
+ 374.41%
$41.84 - $43.57 $5.72M - $5.95M
173K $7.36M
VUG
Vanguard Growth ETF

ETFs
1.09K
+ 1.72%
$329.49 - $438.4 $359K - $478K
64.4K $28.2M
VTV
Vanguard Value ETF

ETFs
4.32K
+ 2.94%
$153.67 - $176.74 $664K - $764K
152K $26.8M
VEA
Vanguard Ftse Developed Market

ETFs
3.58K
+ 1.46%
$45.65 - $57.01 $163K - $204K
249K $14.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
23.5K
+ 165.89%
$51.16 - $62.02 $1.2M - $1.46M
37.7K $2.34M
KOMP
Spdr S&P Kensho New Economies

ETFs
7.63K
+ 8.15%
$40.86 - $54.38 $312K - $415K
101K $5.51M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.08K
+ 3.88%
$219.76 - $276.94 $237K - $299K
28.9K $8M
NVDA
Nvidia Corp

Technology
549
+ 3.18%
$94.31 - $157.99 $51.8K - $86.7K
17.8K $2.81M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.76K
+ 29.02%
$82.96 - $110.1 $312K - $414K
16.7K $1.84M
VBR
Vanguard Small Cap Value ETF

ETFs
1.62K
+ 4.74%
$162.76 - $195.77 $264K - $318K
35.9K $7M
VGT
Vanguard Information Technolog

ETFs
465
+ 24.56%
$470.37 - $663.28 $219K - $308K
2.36K $1.56M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.99K
+ 84.71%
$34.72 - $42.74 $347K - $427K
21.8K $930K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.04K
+ 3.73%
$166.82 - $194.23 $174K - $203K
29K $5.64M
FDT
First Trust Developed Markets

ETFs
995
+ 3.55%
$52.2 - $68.76 $51.9K - $68.4K
29.1K $2M
V
Visa Inc.

Financial Services
961
+ 117.91%
$308.27 - $373.31 $296K - $359K
1.78K $630K
FVD
First Tr Value Line Divid Inde

ETFs
4.3K
+ 3.37%
$40.62 - $45.12 $175K - $194K
132K $5.9M
WMT
Walmart Inc.

Consumer Defensive
298
+ 1.6%
$81.79 - $99.98 $24.4K - $29.8K
18.9K $1.85M
IWN
Ishares Russell2000 Val ETF

ETFs
753
+ 6.57%
$131.84 - $157.76 $99.3K - $119K
12.2K $1.93M
TSLA
Tesla, Inc.

Consumer Cyclical
398
+ 47.66%
$221.86 - $362.89 $88.3K - $144K
1.23K $391K
AVGO
Broadcom Inc.

Technology
81
+ 6.2%
$146.29 - $275.65 $11.8K - $22.3K
1.39K $382K
NFLX
Netflix Inc

Communication Services
37
+ 14.29%
$855.86 - $1339.13 $31.7K - $49.5K
296 $396K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.72K
+ 7.14%
$33.46 - $41.33 $57.4K - $70.9K
25.8K $1.06M
VTI
Vanguard Total Stock Market Et

ETFs
290
+ 20.71%
$243.75 - $303.93 $70.7K - $88.1K
1.69K $513K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 0.7%
$908.13 - $1056.85 $13.6K - $15.9K
2.17K $2.15M
AMZN
Amazon Com Inc

Consumer Cyclical
89
+ 3.6%
$167.32 - $223.3 $14.9K - $19.9K
2.56K $561K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
122
+ 2.21%
$86.93 - $109.64 $10.6K - $13.4K
5.64K $618K
JPM
Jpmorgan Chase & CO

Financial Services
56
+ 4.06%
$210.28 - $289.91 $11.8K - $16.2K
1.44K $416K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
528
+ 22.01%
$90.56 - $109.49 $47.8K - $57.8K
2.93K $319K
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.07%
$144.7 - $178.6 $289 - $357
2.99K $526K
DIS
Walt Disney CO

Communication Services
15
+ 0.72%
$81.72 - $124.01 $1.23K - $1.86K
2.1K $260K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
13
+ 0.24%
$72.61 - $88.75 $944 - $1.15K
5.44K $483K
ABT
Abbott Laboratories

Healthcare
108
+ 1.68%
$123.95 - $138.08 $13.4K - $14.9K
6.53K $888K
VIG
Vanguard Dividend Appreciation

ETFs
195
+ 3.82%
N/A
5.3K $964K
SYK
Stryker Corp

Healthcare
43
+ 6.37%
$337.37 - $395.63 $14.5K - $17K
718 $284K
XOM
Exxon Mobil Corp

Energy
700
+ 17.9%
$99.93 - $119.04 $70K - $83.3K
4.61K $497K
NUDM
Nuveen Esg International Devel

ETFs
130
+ 1.66%
$28.66 - $35.49 $3.73K - $4.61K
7.94K $281K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
232
+ 10.14%
$98.34 - $98.77 $22.8K - $22.9K
2.52K $248K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
350
+ 2.03%
$48.5 - $49.35 $17K - $17.3K
17.6K $865K
Federated Hermes ETF Trust
6.95K
+ 17.58%
N/A
46.5K $0
Federated Hermes ETF Trust
3.32K
+ 24.29%
N/A
17K $0
Federated Hermes ETF Trust
961
+ 10.91%
N/A
9.77K $0
DMLP
Dorchester Minerals, L.P.

Energy
185
+ 2.52%
$26.77 - $30.37 $4.95K - $5.62K
7.51K $209K
LLY
Eli Lilly & CO

Healthcare
3
+ 0.07%
$713.71 - $898.95 $2.14K - $2.7K
4.27K $3.33M
AAPL
Apple Inc.

Technology
193
+ 0.98%
$172.42 - $223.89 $33.3K - $43.2K
20K $4.09M
Activity Summary
Buys All Purchases 57 New Holdings 12 Increased Positions 45 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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