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.