Towerpoint Wealth, LLC Portfolio Holdings

Towerpoint Wealth, LLC

  • $201 Million
  • Q4 2024

Towerpoint Wealth, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $201 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 $27.6M, Vanguard Value ETF with a value of $24M, Vanguard Intermediate Term Cor with a value of $21M, Vanguard Mid Cap ETF with a value of $12.2M, and Vanguard Ftse Developed Market with a value of $11.8M.

Examining the 13F form we can see an decrease of $8.17M in the current position value, from $209M to 201M.

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 $201 Million
ETFs: $175 Million
Technology: $8.91 Million
Healthcare: $5.96 Million
Consumer Defensive: $3.9 Million
Communication Services: $2.39 Million
Consumer Cyclical: $1.77 Million
Energy: $1.42 Million
Financial Services: $1.18 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.2B
$1 Million 0.5% of portfolio
30,103
Q4 2024 Added 0.32%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $201 Million
  • Prior Value $209 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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