Towerpoint Wealth, LLC Reduced Holdings in Q4 2024

Towerpoint Wealth, LLC

  • $201 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
-33K
- 50.66%
$78.09 - $80.04 $2.58M - $2.64M
32.1K $2.53M
MSFT
Microsoft Corp

Technology
-4.53K
- 50.23%
$406.35 - $454.46 $1.84M - $2.06M
4.49K $1.89M
BNDX
Vanguard Total International B

ETFs
-34.6K
- 31.11%
$48.91 - $50.61 $1.69M - $1.75M
76.6K $3.76M
VEA
Vanguard Ftse Developed Market

ETFs
-7.21K
- 2.84%
$47.57 - $52.44 $343K - $378K
247K $11.8M
VTV
Vanguard Value ETF

ETFs
-1.94K
- 1.35%
$168.32 - $181.87 $326K - $352K
142K $24M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-13.3K
- 17.56%
$59.74 - $60.03 $792K - $796K
62.2K $3.72M
LLY
Eli Lilly & CO

Healthcare
-1
- 0.02%
$727.2 - $932.06 $727 - $932
4.27K $3.3M
AAPL
Apple Inc.

Technology
-3.14K
- 16.32%
$221.69 - $259.02 $696K - $813K
16.1K $4.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-470
- 47.81%
$481.22 - $538.17 $226K - $253K
513 $262K
PG
Procter & Gamble CO

Consumer Defensive
-942
- 10.77%
$161.05 - $179.7 $152K - $169K
7.81K $1.31M
UNH
Unitedhealth Group Inc

Healthcare
-60
- 6.63%
$485.52 - $625.25 $29.1K - $37.5K
845 $427K
META
Meta Platforms, Inc.

Communication Services
-180
- 33.64%
$554.08 - $632.68 $99.7K - $114K
355 $209K
MRK
Merck & Co., Inc.

Healthcare
-494
- 15.74%
$96.31 - $114.76 $47.6K - $56.7K
2.65K $263K
IAU
Ishares Gold Trust

ETFs
-1.38K
- 2.32%
$48.37 - $52.65 $66.9K - $72.9K
58.2K $2.88M
XOM
Exxon Mobil Corp

Energy
-250
- 6.01%
$105.51 - $125.37 $26.4K - $31.3K
3.91K $420K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.71K
- 7.75%
$41.09 - $45.94 $70.2K - $78.5K
20.3K $855K
VNQ
Vanguard Specialized Funds Van

ETFs
-13
- 0.18%
$87.85 - $98.6 $1.14K - $1.28K
7.3K $649K
PEP
Pepsico Inc

Consumer Defensive
-120
- 5.74%
$151.29 - $176.1 $18.2K - $21.1K
1.97K $299K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-302
- 2.33%
$38.37 - $42.82 $11.6K - $12.9K
12.6K $484K
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.13%
$385.02 - $431.37 $1.16K - $1.29K
2.27K $884K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-215
- 3.82%
$89.9 - $100.66 $19.3K - $21.6K
5.42K $489K
GOOGL
Alphabet Inc.

Communication Services
-657
- 17.11%
$161.86 - $196.66 $106K - $129K
3.18K $602K
QCOM
Qualcomm Inc

Technology
-10
- 0.52%
$150.4 - $178.04 $1.5K - $1.78K
1.93K $296K
FCAL
First Tr Iii Calif Mun High In

ETFs
-425
- 4.92%
$49.2 - $50.51 $20.9K - $21.5K
8.22K $405K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-162
- 1.02%
$49.79 - $51.14 $8.07K - $8.28K
15.7K $785K
ABT
Abbott Laboratories

Healthcare
-153
- 2.2%
$111.93 - $119.39 $17.1K - $18.3K
6.79K $768K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-207
- 8.91%
$98.41 - $98.98 $20.4K - $20.5K
2.12K $208K
GLD
Spdr Gold Trust

ETFs
-24
- 0.49%
$236.59 - $257.5 $5.68K - $6.18K
4.88K $1.18M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-58
- 2.37%
$113.92 - $127.38 $6.61K - $7.39K
2.39K $275K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-28
- 0.34%
$61.68 - $67.87 $1.73K - $1.9K
8.28K $515K
SYK
Stryker Corp

Healthcare
-2
- 0.28%
$345.14 - $392.15 $690 - $784
714 $257K
V
Visa Inc.

Financial Services
-84
- 8.37%
$273.87 - $320.91 $23K - $27K
919 $290K
SPY
Spdr S&P 500 ETF Trust

ETFs
-56
- 0.94%
$567.81 - $607.81 $31.8K - $34K
5.93K $3.47M
SPYG
Spdr Portfolio

ETFs
-1.07K
- 2.55%
$81.74 - $91.38 $87.4K - $97.7K
40.8K $3.58M
NVDA
Nvidia Corp

Technology
-14
- 0.08%
$117.0 - $148.88 $1.64K - $2.08K
17.8K $2.39M
VBK
Vanguard Small Cap Growth ETF

ETFs
-437
- 1.52%
$264.18 - $304.19 $115K - $133K
28.4K $7.95M
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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