Towerpoint Wealth, LLC Reduced Holdings in Q1 2025

Towerpoint Wealth, LLC

  • $198 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-4.02K
- 5.97%
$369.1 - $427.61 $1.48M - $1.72M
63.3K $23.4M
BNDX
Vanguard Total International B

ETFs
-33.7K
- 43.92%
$48.33 - $49.5 $1.63M - $1.67M
43K $2.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
-598
- 2.11%
$247.97 - $296.33 $148K - $177K
27.8K $7.03M
DMLP
Dorchester Minerals, L.P.

Energy
-22.8K
- 75.65%
$29.17 - $34.68 $664K - $790K
7.33K $220K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-543
- 5.62%
$360.07 - $417.26 $196K - $227K
9.12K $3.29M
NVDA
Nvidia Corp

Technology
-549
- 3.08%
$106.98 - $149.43 $58.7K - $82K
17.3K $1.87M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-8.07K
- 12.96%
$59.78 - $60.03 $482K - $484K
54.2K $3.25M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-5.46K
- 31.78%
$75.99 - $81.58 $415K - $446K
11.7K $902K
HYG
Ishares Tr

ETFs
-5.01K
- 15.61%
$78.51 - $80.11 $393K - $402K
27.1K $2.14M
SPYG
Spdr Portfolio

ETFs
-671
- 1.65%
$80.05 - $92.39 $53.7K - $62K
40.1K $3.21M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.09K
- 6.95%
$182.82 - $196.21 $382K - $410K
28K $5.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
-83
- 1.4%
$551.42 - $612.93 $45.8K - $50.9K
5.84K $3.27M
IWN
Ishares Russell2000 Val ETF

ETFs
-249
- 2.13%
$149.27 - $169.4 $37.2K - $42.2K
11.5K $1.73M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.4K
- 21.7%
$49.25 - $50.66 $167K - $172K
12.3K $607K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.91K
- 26.11%
$85.55 - $94.34 $163K - $180K
5.39K $483K
VGT
Vanguard Information Technolog

ETFs
-22
- 1.15%
$542.38 - $646.34 $11.9K - $14.2K
1.89K $1.03M
GOOGL
Alphabet Inc.

Communication Services
-195
- 6.13%
$154.33 - $206.19 $30.1K - $40.2K
2.99K $461K
PG
Procter & Gamble CO

Consumer Defensive
-898
- 11.5%
$158.56 - $176.26 $142K - $158K
6.91K $1.18M
HD
Home Depot, Inc.

Consumer Cyclical
-165
- 7.26%
$347.25 - $424.87 $57.3K - $70.1K
2.11K $772K
WMT
Walmart Inc.

Consumer Defensive
-541
- 2.83%
$84.5 - $105.05 $45.7K - $56.8K
18.6K $1.63M
AVGO
Broadcom Inc.

Technology
-14
- 1.06%
$167.43 - $244.7 $2.34K - $3.43K
1.31K $218K
AMZN
Amazon Com Inc

Consumer Cyclical
-10
- 0.4%
$190.26 - $242.06 $1.9K - $2.42K
2.47K $469K
IVE
Ishares S&P 500 Value ETF

ETFs
-298
- 9.68%
$185.78 - $198.58 $55.4K - $59.2K
2.78K $524K
UNH
Unitedhealth Group Inc

Healthcare
-132
- 15.62%
$461.52 - $548.18 $60.9K - $72.4K
713 $373K
CMF
Ishares California Muni Bond E

ETFs
-119
- 0.44%
$55.93 - $57.47 $6.66K - $6.84K
27.1K $1.52M
QCOM
Qualcomm Inc

Technology
-127
- 6.58%
$151.94 - $175.86 $19.3K - $22.3K
1.8K $276K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-143
- 0.65%
$49.78 - $53.19 $7.12K - $7.61K
22K $1.11M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-849
- 6.72%
$37.07 - $40.63 $31.5K - $34.5K
11.8K $465K
JPM
Jpmorgan Chase & CO

Financial Services
-102
- 6.89%
$225.19 - $279.95 $23K - $28.6K
1.38K $338K
SYK
Stryker Corp

Healthcare
-39
- 5.46%
$355.18 - $399.9 $13.9K - $15.6K
675 $251K
V
Visa Inc.

Financial Services
-104
- 11.32%
$306.92 - $362.71 $31.9K - $37.7K
815 $285K
ILCG
Ishares Morningstar Growth ETF
-1.61K
- 8.46%
N/A
17.4K $0
NFLX
Netflix Inc

Communication Services
-1
- 0.38%
$828.4 - $1058.6 $828 - $1.06K
259 $241K
AFL
Aflac Inc

Financial Services
-4
- 0.16%
$100.99 - $111.19 $404 - $445
2.5K $278K
ABBV
Abb Vie Inc.

Healthcare
-487
- 9.13%
$169.2 - $216.66 $82.4K - $106K
4.85K $1.02M
ABT
Abbott Laboratories

Healthcare
-367
- 5.4%
$111.1 - $140.22 $40.8K - $51.5K
6.43K $852K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-55
- 0.38%
$74.85 - $84.89 $4.12K - $4.67K
14.2K $1.17M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.1K
- 1.95%
$33.84 - $37.77 $70.9K - $79.2K
105K $3.86M
LLY
Eli Lilly & CO

Healthcare
-11
- 0.26%
$725.72 - $929.72 $7.98K - $10.2K
4.26K $3.52M
VCIT
Vanguard Intermediate Term Cor

ETFs
-79
- 0.03%
$79.17 - $82.04 $6.25K - $6.48K
262K $21.4M
IAU
Ishares Gold Trust

ETFs
-2.46K
- 4.22%
$49.74 - $58.96 $122K - $145K
55.7K $3.29M
VEA
Vanguard Ftse Developed Market

ETFs
-1.95K
- 0.79%
$47.4 - $52.99 $92.2K - $103K
245K $12.6M
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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