Towerpoint Wealth, LLC Incresed Positions in Q3 2024

Towerpoint Wealth, LLC

  • $209 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
441
+ 0.31%
$159.75 - $174.57 $70.4K - $77K
144K $25.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.78K
+ 1.56%
$79.29 - $84.02 $300K - $318K
246K $20.6M
VO
Vanguard Mid Cap ETF

ETFs
1.84K
+ 5.36%
$237.84 - $263.83 $439K - $487K
36.2K $9.56M
VEA
Vanguard Ftse Developed Market

ETFs
6.78K
+ 2.74%
$47.6 - $53.31 $323K - $361K
254K $13.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.32K
+ 8.42%
$173.36 - $189.8 $402K - $440K
29.8K $5.66M
VBR
Vanguard Small Cap Value ETF

ETFs
781
+ 2.36%
$179.99 - $201.6 $141K - $157K
33.8K $6.79M
VBK
Vanguard Small Cap Growth ETF

ETFs
579
+ 2.05%
$240.48 - $267.94 $139K - $155K
28.8K $7.71M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.15K
+ 14.18%
$332.02 - $382.76 $383K - $441K
9.29K $3.49M
KOMP
Spdr S&P Kensho New Economies

ETFs
2.48K
+ 2.81%
$44.44 - $50.42 $110K - $125K
90.7K $4.47M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.41K
+ 1.46%
$33.74 - $37.96 $47.5K - $53.4K
97.4K $3.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
31
+ 0.52%
$517.38 - $573.86 $16K - $17.8K
5.98K $3.43M
BNDX
Vanguard Total International B

ETFs
124
+ 0.11%
$48.42 - $50.35 $6K - $6.24K
111K $5.59M
VNQ
Vanguard Specialized Funds Van

ETFs
463
+ 6.76%
$82.97 - $98.97 $38.4K - $45.8K
7.31K $711K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
437
+ 2.02%
$48.51 - $52.86 $21.2K - $23.1K
22K $1.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
560
+ 29.71%
$105.53 - $118.34 $59.1K - $66.3K
2.45K $285K
CWB
Spdr Bloomberg Convertible Sec

ETFs
42
+ 0.25%
$71.19 - $76.59 $2.99K - $3.22K
17.1K $1.31M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
184
+ 0.84%
$38.03 - $42.06 $7K - $7.74K
22.1K $922K
VIG
Vanguard Dividend Appreciation

ETFs
389
+ 9.0%
$182.15 - $182.15 $70.9K - $70.9K
4.71K $857K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
59
+ 0.46%
$36.02 - $41.68 $2.13K - $2.46K
12.9K $534K
META
Meta Platforms, Inc.

Communication Services
13
+ 2.49%
$453.41 - $572.44 $5.89K - $7.44K
535 $306K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
202
+ 2.49%
$57.32 - $62.65 $11.6K - $12.7K
8.31K $517K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
10
+ 0.18%
$85.03 - $94.56 $850 - $946
5.63K $524K
QQQ
Invesco Qqq Trust, Series 1

ETFs
67
+ 7.31%
$434.77 - $502.96 $29.1K - $33.7K
983 $479K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
329
+ 0.44%
$59.61 - $60.15 $19.6K - $19.8K
75.5K $4.52M
CMF
Ishares California Muni Bond E

ETFs
43
+ 0.16%
$56.65 - $58.17 $2.44K - $2.5K
27.1K $1.58M
VGT
Vanguard Information Technolog

ETFs
2
+ 0.1%
$514.43 - $606.85 $1.03K - $1.21K
1.91K $1.12M
PEP
Pepsico Inc

Consumer Defensive
33
+ 1.6%
$161.9 - $179.3 $5.34K - $5.92K
2.09K $355K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
33
+ 0.5%
$39.37 - $41.68 $1.3K - $1.38K
6.69K $276K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
96
+ 4.31%
$98.23 - $98.97 $9.43K - $9.5K
2.32K $230K
AVGO
Broadcom Inc.

Technology
1.17K
+ 767.76%
$136.27 - $1745.86 $159K - $2.04M
1.32K $227K
QCOM
Qualcomm Inc

Technology
3
+ 0.15%
$156.12 - $209.64 $468 - $629
1.94K $329K
GOOG
Alphabet Inc.

Communication Services
25
+ 0.43%
$149.54 - $192.66 $3.74K - $4.82K
5.84K $976K
Activity Summary
Buys All Purchases 39 New Holdings 6 Increased Positions 33 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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