Towerpoint Wealth, LLC Incresed Positions in Q4 2024

Towerpoint Wealth, LLC

  • $201 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
9.85K
+ 27.18%
$261.5 - $284.63 $2.58M - $2.8M
46.1K $12.2M
VUG
Vanguard Growth ETF

ETFs
646
+ 0.97%
$378.79 - $428.11 $245K - $277K
67.3K $27.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
15.8K
+ 6.44%
$80.13 - $83.77 $1.27M - $1.33M
262K $21M
IWF
Ishares Russell 1000 Gr ETF

ETFs
377
+ 4.06%
$370.24 - $418.94 $140K - $158K
9.66K $3.88M
KOMP
Spdr S&P Kensho New Economies

ETFs
2.2K
+ 2.42%
$48.59 - $54.76 $107K - $120K
92.9K $4.72M
GOOG
Alphabet Inc.

Communication Services
6
+ 0.1%
$163.08 - $198.16 $978 - $1.19K
5.85K $1.11M
DMLP
Dorchester Minerals, L.P.

Energy
96
+ 0.32%
$30.69 - $34.41 $2.95K - $3.3K
30.1K $1M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
760
+ 31.95%
$100.18 - $109.1 $76.1K - $82.9K
3.14K $329K
AMZN
Amazon Com Inc

Consumer Cyclical
24
+ 0.98%
$180.88 - $232.93 $4.34K - $5.59K
2.48K $544K
AVGO
Broadcom Inc.

Technology
1
+ 0.08%
$159.67 - $250.0 $160 - $250
1.32K $306K
JPM
Jpmorgan Chase & CO

Financial Services
102
+ 7.4%
$205.18 - $250.29 $20.9K - $25.5K
1.48K $355K
CWB
Spdr Bloomberg Convertible Sec

ETFs
64
+ 0.37%
$76.21 - $82.24 $4.88K - $5.26K
17.2K $1.34M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
471
+ 2.91%
$48.48 - $49.47 $22.8K - $23.3K
16.7K $811K
VIG
Vanguard Dividend Appreciation

ETFs
37
+ 0.79%
N/A
4.75K $864K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.86K
+ 10.12%
$34.13 - $37.35 $337K - $368K
107K $3.66M
FDT
First Trust Developed Markets

ETFs
1.45K
+ 5.51%
$53.27 - $57.72 $77.2K - $83.6K
27.7K $1.5M
IVE
Ishares S&P 500 Value ETF

ETFs
6
+ 0.2%
$189.5 - $206.17 $1.14K - $1.24K
3.08K $587K
CMF
Ishares California Muni Bond E

ETFs
61
+ 0.22%
$56.66 - $58.1 $3.46K - $3.54K
27.2K $1.56M
AFL
Aflac Inc

Financial Services
8
+ 0.32%
$100.37 - $115.27 $803 - $922
2.51K $259K
IWN
Ishares Russell2000 Val ETF

ETFs
21
+ 0.18%
$162.69 - $181.35 $3.42K - $3.81K
11.7K $1.92M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
78
+ 0.35%
$51.09 - $55.27 $3.99K - $4.31K
22.1K $1.13M
VBR
Vanguard Small Cap Value ETF

ETFs
39
+ 0.12%
$197.36 - $217.3 $7.7K - $8.47K
33.8K $6.71M
IWD
Ishares Russell 1000 Val ETF

ETFs
255
+ 0.86%
$183.23 - $199.79 $46.7K - $50.9K
30.1K $5.57M
EFA
Ishares Tr Msci Eafe ETF

ETFs
15
+ 0.11%
$75.1 - $82.99 $1.13K - $1.24K
14.3K $1.08M
FVD
First Tr Value Line Divid Inde

ETFs
1.39K
+ 1.12%
$43.4 - $46.7 $60.2K - $64.7K
125K $5.45M
Activity Summary
Buys All Purchases 33 New Holdings 7 Increased Positions 26 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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