Towneley Capital Management, Inc / De Portfolio Holdings

Towneley Capital Management, Inc / De

  • $421 Billion
  • Q4 2024

Towneley Capital Management, Inc / De has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $421 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $127B, Vanguard Star Fd Vanguard Tota with a value of $48.4B, Harbor ETF Tr Harbor Long Term with a value of $30.7B, Vanguard Intermediate Term Tre with a value of $27.4B, and Vanguard Sht Term Corp Bd ETF with a value of $26.7B.

Examining the 13F form we can see an decrease of $20.5B in the current position value, from $442B to 421B.

Towneley Capital Management, Inc / De is based out at Laguna Hills, CA

Below you can find more details about Towneley Capital Management, Inc / De portfolio as well as his latest detailed transactions.

Portfolio value $421 Billion
ETFs: $410 Billion
Healthcare: $6.31 Billion
Technology: $1.42 Billion
Energy: $1.35 Billion
Industrials: $611 Million
Financial Services: $437 Million
Real Estate: $240 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$127 Billion 30.19% of portfolio
438,596
Q4 2024 Reduced 1.02%
$0
$48.4 Billion 11.49% of portfolio
821,016
Q4 2024 Added 4.86%
$0
$30.7 Billion 7.29% of portfolio
1,128,557
Q4 2024 Reduced 0.6%
$0
$27.4 Billion 6.51% of portfolio
472,360
Q4 2024 Added 11.45%
$0
$26.7 Billion 6.35% of portfolio
342,540
Q4 2024 Added 2.5%
$0
$19.5 Billion 4.62% of portfolio
711,988
Q4 2024 Added 207.58%
$0
$19.1 Billion 4.54% of portfolio
432,608
Q4 2024 Added 10.07%
$0
$18.9 Billion 4.5% of portfolio
786,649
Q4 2024 Added 105.36%
$3.88B
$18 Billion 4.28% of portfolio
719,652
Q4 2024 Reduced 2.88%
$0
$16.5 Billion 3.93% of portfolio
171,289
Q4 2024 Added 10.6%
$0
$14.8 Billion 3.52% of portfolio
295,540
Q4 2024 Added 151.45%
$0
$7.05 Billion 1.67% of portfolio
277,850
Q4 2024 Added 0.89%
$44.8B
$6.83 Billion 1.62% of portfolio
138,043
Q4 2024 Reduced 1.35%
$771B
$6.31 Billion 1.5% of portfolio
8,179
Q4 2024 New
$1.4B
$6.28 Billion 1.49% of portfolio
57,171
Q4 2024 Reduced 0.74%
$0
$3.4 Billion 0.81% of portfolio
118,719
Q4 2024 Added 6.09%
$0
$2.94 Billion 0.7% of portfolio
5,752
Q4 2024 New
$89.2B
$2.96 Billion 0.7% of portfolio
12,221
Q4 2024 Reduced 1.09%
$0
$1.34 Billion 0.32% of portfolio
23,107
Q4 2024 Added 1.41%
$0
$1.2 Billion 0.28% of portfolio
10,183
Q4 2024 Reduced 1.66%
$0
$1.16 Billion 0.27% of portfolio
4,969
Q4 2024 New
$3.09T
$1.13 Billion 0.27% of portfolio
2,688
Q4 2024 New
$445B
$992 Million 0.24% of portfolio
9,218
Q4 2024 New
$0
$990 Million 0.24% of portfolio
1,682
Q4 2024 Reduced 6.87%
$0
$900 Million 0.21% of portfolio
2,194
Q4 2024 Reduced 28.21%
$0
$672 Million 0.16% of portfolio
10,543
Q4 2024 Reduced 16.58%
$563M
$611 Million 0.15% of portfolio
14,944
Q4 2024 New
$0
$646 Million 0.15% of portfolio
23,122
Q4 2024 Reduced 24.19%
$0
$550 Million 0.13% of portfolio
3,250
Q4 2024 Reduced 36.62%
$0
$465 Million 0.11% of portfolio
8,981
Q4 2024 Reduced 98.92%
$0
$404 Million 0.1% of portfolio
9,885
Q4 2024 Reduced 8.57%
$615B
$437 Million 0.1% of portfolio
963
Q3 2024 Added 11.59%
$0
$442 Million 0.1% of portfolio
1,673
Q4 2024 Reduced 43.38%
$0
$334 Million 0.08% of portfolio
5,125
Q4 2024 Reduced 72.35%
$0
$323 Million 0.08% of portfolio
3,331
Q4 2024 Reduced 44.87%
$126B
$354 Million 0.08% of portfolio
3,568
Q4 2024 New
$3.79T
$289 Million 0.07% of portfolio
1,153
Q4 2024 New
-
$293 Million 0.07% of portfolio
-
Q4 2024 Reduced 0.53%
$0
$281 Million 0.07% of portfolio
1,160
Q4 2024 New
$0
$287 Million 0.07% of portfolio
5,156
Q4 2024 Added 0.39%
$56.7M
$240 Million 0.06% of portfolio
45,084
Q4 2024 Added 1.4%
$0
$274 Million 0.06% of portfolio
5,649
Q4 2024 Reduced 24.28%
$0
$221 Million 0.05% of portfolio
3,850
Q4 2024 Reduced 36.1%
$0
$226 Million 0.05% of portfolio
658
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $421 Billion
  • Prior Value $442 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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