Towerpoint Wealth, LLC Reduced Holdings in Q2 2025

Towerpoint Wealth, LLC

  • $222 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
-54.6K
- 20.87%
$79.56 - $82.92 $4.34M - $4.53M
207K $17.2M
HYG
Ishares Tr

ETFs
-7.2K
- 26.57%
$75.75 - $80.65 $546K - $581K
19.9K $1.61M
BNDX
Vanguard Total International B

ETFs
-8.31K
- 19.33%
$48.77 - $49.55 $405K - $412K
34.7K $1.72M
UNH
Unitedhealth Group Inc

Healthcare
-35
- 4.91%
$274.35 - $599.47 $9.6K - $21K
678 $211K
PEP
Pepsico Inc

Consumer Defensive
-216
- 3.72%
$128.02 - $151.37 $27.7K - $32.7K
5.59K $738K
PG
Procter & Gamble CO

Consumer Defensive
-47
- 0.68%
$157.66 - $172.39 $7.41K - $8.1K
6.86K $1.09M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.77K
- 15.09%
$71.86 - $82.66 $127K - $146K
9.96K $822K
MRK
Merck & Co., Inc.

Healthcare
-164
- 3.99%
$73.47 - $87.12 $12K - $14.3K
3.94K $312K
HD
Home Depot, Inc.

Consumer Cyclical
-135
- 6.4%
$335.24 - $380.78 $45.3K - $51.4K
1.97K $723K
XLE
Energy Sector Spdr

ETFs
-9
- 0.18%
$76.44 - $94.13 $688 - $847
5.12K $434K
VNQ
Vanguard Specialized Funds Van

ETFs
-306
- 5.68%
$79.79 - $91.42 $24.4K - $28K
5.08K $452K
AFL
Aflac Inc

Financial Services
-64
- 2.56%
$99.77 - $112.45 $6.39K - $7.2K
2.44K $257K
CMF
Ishares California Muni Bond E

ETFs
-111
- 0.41%
$54.52 - $56.7 $6.05K - $6.29K
27K $1.5M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-122
- 0.23%
$59.8 - $60.07 $7.3K - $7.33K
54.1K $3.24M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-130
- 1.29%
$22.18 - $23.36 $2.88K - $3.04K
9.96K $223K
ILCG
Ishares Morningstar Growth ETF
-1.06K
- 6.06%
N/A
16.4K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-670
- 3.05%
$45.11 - $52.34 $30.2K - $35.1K
21.3K $1.12M
QCOM
Qualcomm Inc

Technology
-20
- 1.11%
$124.66 - $159.48 $2.49K - $3.19K
1.78K $283K
ILCV
Ishares Morningstar Value ETF

ETFs
-19
- 0.39%
$72.16 - $83.39 $1.37K - $1.58K
4.8K $400K
ISCV
Ishares Morningstar Small Cap

ETFs
-2
- 0.04%
$51.37 - $61.54 $103 - $123
5.67K $347K
IAU
Ishares Gold Trust

ETFs
-2.65K
- 4.75%
$56.1 - $64.74 $149K - $172K
53.1K $3.31M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.87K
- 8.43%
$32.66 - $40.75 $290K - $361K
96.3K $3.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-432
- 3.03%
$72.96 - $90.39 $31.5K - $39K
13.8K $1.23M
GLD
Spdr Gold Trust

ETFs
-61
- 1.23%
$273.71 - $316.29 $16.7K - $19.3K
4.91K $1.5M
GOOG
Alphabet Inc.

Communication Services
-54
- 0.9%
$146.58 - $180.01 $7.92K - $9.72K
5.93K $1.05M
VO
Vanguard Mid Cap ETF

ETFs
-3.7K
- 6.88%
$228.54 - $279.83 $845K - $1.04M
50.1K $14M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.09%
$496.48 - $617.85 $2.48K - $3.09K
5.84K $3.61M
MSFT
Microsoft Corp

Technology
-71
- 1.75%
$354.56 - $497.45 $25.2K - $35.3K
3.98K $1.98M
SPYG
Spdr Portfolio

ETFs
-1.35K
- 3.37%
$71.83 - $95.32 $97K - $129K
38.8K $3.69M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-108
- 1.18%
$320.42 - $421.7 $34.6K - $45.5K
9.01K $3.8M
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
Track This Portfolio

Track Towerpoint Wealth, LLC Portfolio

Follow Towerpoint Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Towerpoint Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Towerpoint Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email