Towerpoint Wealth, LLC Portfolio Holdings by Sector
Towerpoint Wealth, LLC
- $198 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VTV VUG VCIT VO VEA VBK VBR FVD 48 stocks |
$172,402
86.93% of portfolio
|
21
|
23
|
3
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV MRK 3 stocks |
$4,903
2.47% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,388
2.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$3,668
1.85% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA QCOM AVGO 3 stocks |
$2,364
1.19% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,522
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$1,396
0.7% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
$1,177
0.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Medical Devices | Healthcare
ABT SYK 2 stocks |
$1,103
0.56% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$871
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$772
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$621
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$469
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$465
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$446
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$382
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$373
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$285
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$278
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
DMLP 1 stocks |
$220
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$216
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|