Towerpoint Wealth, LLC Portfolio Holdings
Towerpoint Wealth, LLC
- $197 Million
- Q1 2024
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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