Towneley Capital Management, Inc / De Portfolio Holdings

Towneley Capital Management, Inc / De

  • $427 Billion
  • Q1 2025

Towneley Capital Management, Inc / De has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $427 Billion distributed in 44 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 $126B, Vanguard Star Fd Vanguard Tota with a value of $53.3B, Vanguard Intermediate Term Tre with a value of $29B, Harbor ETF Tr Harbor Long Term with a value of $29B, and Vanguard Sht Term Corp Bd ETF with a value of $27.9B.

Examining the 13F form we can see an increase of $6.48B in the current position value, from $421B to 427B.

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 $427 Billion
ETFs: $421 Billion
Technology: $2.8 Billion
Financial Services: $1.63 Billion
Communication Services: $418 Million
Healthcare: $331 Million
Consumer Defensive: $250 Million
Industrials: $247 Million
Real Estate: $230 Million
Other: $78 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$126 Billion 29.59% of portfolio
460,228
Q1 2025 Added 4.93%
$0
$53.3 Billion 12.48% of portfolio
858,852
Q1 2025 Added 4.61%
$0
$29 Billion 6.79% of portfolio
488,406
Q1 2025 Added 3.4%
$0
$29 Billion 6.78% of portfolio
1,183,767
Q1 2025 Added 4.89%
$0
$27.9 Billion 6.52% of portfolio
353,133
Q1 2025 Added 3.09%
$4.26B
$22 Billion 5.15% of portfolio
738,788
Q1 2025 Added 2.66%
$0
$20.5 Billion 4.79% of portfolio
732,531
Q1 2025 Added 2.89%
$0
$20.2 Billion 4.74% of portfolio
447,911
Q1 2025 Added 3.54%
$0
$19.8 Billion 4.64% of portfolio
814,215
Q1 2025 Added 3.5%
$0
$15.8 Billion 3.69% of portfolio
317,590
Q1 2025 Added 7.46%
$0
$15.7 Billion 3.68% of portfolio
180,367
Q1 2025 Added 5.3%
$50B
$8.33 Billion 1.95% of portfolio
141,321
Q1 2025 Added 2.37%
$1.52B
$7.7 Billion 1.8% of portfolio
59,457
Q1 2025 Added 4.0%
$0
$7.43 Billion 1.74% of portfolio
287,064
Q1 2025 Added 3.32%
$0
$3.54 Billion 0.83% of portfolio
122,805
Q1 2025 Added 3.44%
$99.4B
$3.41 Billion 0.8% of portfolio
11,836
Q1 2025 Reduced 3.15%
$3.57T
$2.54 Billion 0.59% of portfolio
11,420
Q1 2025 Added 890.46%
$0
$1.37 Billion 0.32% of portfolio
23,263
Q1 2025 Added 0.68%
$683B
$1.38 Billion 0.32% of portfolio
2,600
Q1 2025 Added 169.99%
$0
$944 Million 0.22% of portfolio
1,680
Q1 2025 Reduced 0.12%
$0
$766 Million 0.18% of portfolio
2,067
Q1 2025 Reduced 5.79%
$0
$684 Million 0.16% of portfolio
23,122
Q4 2024 Reduced 24.19%
$0
$597 Million 0.14% of portfolio
9,872
Q1 2025 Reduced 6.36%
$0
$520 Million 0.12% of portfolio
3,011
Q1 2025 Reduced 7.35%
$0
$467 Million 0.11% of portfolio
9,054
Q1 2025 Added 0.81%
$0
$409 Million 0.1% of portfolio
9,924
Q1 2025 Added 0.39%
$0
$402 Million 0.09% of portfolio
1,556
Q1 2025 Reduced 6.99%
$785B
$331 Million 0.08% of portfolio
401
Q1 2025 Reduced 95.1%
$0
$301 Million 0.07% of portfolio
5,032
Q1 2025 Reduced 1.81%
$0
$299 Million 0.07% of portfolio
3,022
Q1 2025 Reduced 9.28%
$0
$300 Million 0.07% of portfolio
4,080
Q1 2025 New
$0
$261 Million 0.06% of portfolio
5,239
Q1 2025 Reduced 7.26%
$142B
$247 Million 0.06% of portfolio
527
Q1 2025 New
$0
$266 Million 0.06% of portfolio
5,172
Q1 2025 Added 0.31%
$62B
$241 Million 0.06% of portfolio
912
Q1 2025 New
$48B
$250 Million 0.06% of portfolio
1,759
Q1 2025 New
-
$266 Million 0.06% of portfolio
-
Q1 2025 Reduced 3.71%
$2.8T
$267 Million 0.06% of portfolio
711
Q1 2025 Reduced 73.55%
$922B
$208 Million 0.05% of portfolio
1,346
Q1 2025 New
$951B
$210 Million 0.05% of portfolio
1,346
Q1 2025 New
$0
$234 Million 0.05% of portfolio
3,862
Q1 2025 Added 0.31%
$55.4M
$230 Million 0.05% of portfolio
45,730
Q1 2025 Added 1.43%
$56.9M
$78 Million 0.02% of portfolio
67,857
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $427 Billion
  • Prior Value $421 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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