Towerpoint Wealth, LLC Portfolio Holdings

Towerpoint Wealth, LLC

  • $199 Million
  • Q2 2024

Towerpoint Wealth, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $199 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $25.4M, Vanguard Value ETF with a value of $23M, Vanguard Intermediate Term Cor with a value of $19.4M, Vanguard Ftse Developed Market with a value of $12.2M, and Ishares Tr with a value of $8.47M.

Examining the 13F form we can see an increase of $1.18M in the current position value, from $197M to 199M.

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.

Portfolio value $199 Million
ETFs: $170 Million
Technology: $11.5 Million
Healthcare: $6.65 Million
Consumer Defensive: $4.19 Million
Communication Services: $2.57 Million
Energy: $1.44 Million
Consumer Cyclical: $1.28 Million
Financial Services: $1 Million
Other: $219,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $199 Million
  • Prior Value $197 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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