Towerpoint Wealth, LLC Reduced Holdings in Q3 2024

Towerpoint Wealth, LLC

  • $209 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
-44.7K
- 40.72%
$76.72 - $80.36 $3.43M - $3.59M
65.1K $5.23M
NVDA
Nvidia Corp

Technology
-1.64K
- 8.43%
$98.91 - $134.91 $162K - $221K
17.8K $2.16M
MSFT
Microsoft Corp

Technology
-65
- 0.72%
$395.15 - $467.56 $25.7K - $30.4K
9.02K $3.88M
GOOGL
Alphabet Inc.

Communication Services
-638
- 14.25%
$148.65 - $191.18 $94.8K - $122K
3.84K $636K
LLY
Eli Lilly & CO

Healthcare
-3
- 0.07%
$772.14 - $960.02 $2.32K - $2.88K
4.28K $3.79M
DMLP
Dorchester Minerals, L.P.

Energy
-1.14K
- 3.65%
$28.87 - $32.64 $32.8K - $37.1K
30K $904K
SUB
Ishares Short Term National Mu

ETFs
-572
- 14.61%
$104.3 - $106.3 $59.7K - $60.8K
3.34K $354K
COST
Costco Wholesale Corp

Consumer Defensive
-70
- 10.12%
$801.83 - $917.05 $56.1K - $64.2K
622 $551K
MRK
Merck & Co., Inc.

Healthcare
-25
- 0.79%
$111.15 - $128.97 $2.78K - $3.22K
3.14K $356K
AMZN
Amazon Com Inc

Consumer Cyclical
-25
- 1.01%
$161.02 - $200.0 $4.03K - $5K
2.46K $457K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-195
- 7.58%
$91.37 - $101.65 $17.8K - $19.8K
2.38K $241K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-602
- 3.58%
$47.95 - $49.61 $28.9K - $29.9K
16.2K $800K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-508
- 13.0%
$64.35 - $75.71 $32.7K - $38.5K
3.4K $250K
ILCG
Ishares Morningstar Growth ETF
-1.06K
- 5.27%
N/A
19K $0
VZ
Verizon Communications Inc

Communication Services
-346
- 6.55%
$38.89 - $45.0 $13.5K - $15.6K
4.93K $221K
FCAL
First Tr Iii Calif Mun High In

ETFs
-20
- 0.23%
$49.34 - $50.4 $987 - $1.01K
8.64K $433K
V
Visa Inc.

Financial Services
-16
- 1.57%
$253.74 - $291.56 $4.06K - $4.66K
1K $275K
MO
Altria Group, Inc.

Consumer Defensive
-463
- 7.62%
$45.95 - $54.71 $21.3K - $25.3K
5.61K $286K
SYK
Stryker Corp

Healthcare
-4
- 0.56%
$315.94 - $371.96 $1.26K - $1.49K
716 $258K
ABT
Abbott Laboratories

Healthcare
-454
- 6.14%
$100.07 - $118.13 $45.4K - $53.6K
6.95K $791K
VOE
Vanguard Mid Cap Value Index F

ETFs
-13
- 0.68%
$149.02 - $167.67 $1.94K - $2.18K
1.91K $320K
ISCV
Ishares Morningstar Small Cap

ETFs
-8
- 0.14%
$57.26 - $64.12 $458 - $513
5.67K $359K
IVE
Ishares S&P 500 Value ETF

ETFs
-10
- 0.32%
$181.06 - $197.17 $1.81K - $1.97K
3.07K $605K
FDT
First Trust Developed Markets

ETFs
-401
- 1.5%
$51.36 - $58.76 $20.6K - $23.6K
26.3K $1.52M
AFL
Aflac Inc

Financial Services
-2
- 0.08%
$88.52 - $111.8 $177 - $224
2.5K $279K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-245
- 1.69%
$75.32 - $84.37 $18.5K - $20.7K
14.3K $1.19M
SPYG
Spdr Portfolio

ETFs
-87
- 0.21%
$73.38 - $84.1 $6.38K - $7.32K
41.9K $3.47M
HD
Home Depot, Inc.

Consumer Cyclical
-60
- 2.57%
$333.64 - $405.2 $20K - $24.3K
2.28K $922K
GLD
Spdr Gold Trust

ETFs
-14
- 0.28%
$215.56 - $246.98 $3.02K - $3.46K
4.91K $1.19M
IWN
Ishares Russell2000 Val ETF

ETFs
-130
- 1.1%
$150.05 - $171.34 $19.5K - $22.3K
11.7K $1.95M
VUG
Vanguard Growth ETF

ETFs
-1.32K
- 1.94%
$341.08 - $391.94 $450K - $517K
66.7K $25.6M
AAPL
Apple Inc.

Technology
-701
- 3.52%
$207.23 - $234.82 $145K - $165K
19.2K $4.48M
IAU
Ishares Gold Trust

ETFs
-555
- 0.92%
$44.06 - $50.5 $24.5K - $28K
59.6K $2.96M
FVD
First Tr Value Line Divid Inde

ETFs
-4.28K
- 3.35%
$40.45 - $45.49 $173K - $195K
123K $5.61M
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
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