Towerpoint Wealth, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $197 Million distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $24.6M, Vanguard Value ETF with a value of $23.8M, Vanguard Intermediate Term Cor with a value of $18.8M, Vanguard Ftse Developed Market with a value of $12.2M, and Vanguard Mid Cap ETF with a value of $8.67M.
Examining the 13F form we can see an increase of $15.5M in the current position value, from $182M to 197M.
Towerpoint Wealth, LLC is based out at Sacramento, CA
Below you can find more details about Towerpoint Wealth, LLC portfolio as well as his latest detailed transactions.