Towneley Capital Management, Inc / De Purchases in Q4 2024

Towneley Capital Management, Inc / De

  • $421 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
178K
+ 151.45%
$49.79 - $51.14 $8.86M - $9.1M
296K $14.8B
LLY
Eli Lilly & CO

Healthcare
8.18K
New
$727.2 - $932.06 $5.95M - $7.62M
8.18K $6.31B
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.75K
New
$481.22 - $538.17 $2.77M - $3.1M
5.75K $2.94B
VGIT
Vanguard Intermediate Term Tre

ETFs
48.5K
+ 11.45%
$57.78 - $60.4 $2.8M - $2.93M
472K $27.4B
AVUV
American Centy ETF Tr Avantis

ETFs
16.4K
+ 10.6%
$94.37 - $106.41 $1.55M - $1.75M
171K $16.5B
XLK
Technology Sector Spdr

ETFs
4.97K
New
$220.26 - $241.44 $1.09M - $1.2M
4.97K $1.16B
MSFT
Microsoft Corp

Technology
2.69K
New
$406.35 - $454.46 $1.09M - $1.22M
2.69K $1.13B
XOM
Exxon Mobil Corp

Energy
9.22K
New
$105.51 - $125.37 $973K - $1.16M
9.22K $992M
JMBS
Janus Detroit Str Tr Henderson

ETFs
39.6K
+ 10.07%
$44.03 - $46.65 $1.74M - $1.85M
433K $19.1B
CASS
Cass Information Systems Inc

Industrials
14.9K
New
$39.91 - $46.17 $596K - $690K
14.9K $611M
AAPL
Apple Inc.

Technology
1.15K
New
$221.69 - $259.02 $256K - $299K
1.15K $289M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.16K
New
$238.25 - $261.28 $276K - $303K
1.16K $281M
MGK
Vanguard Mega Cap Growth ETF

ETFs
658
New
$316.94 - $357.88 $209K - $235K
658 $226M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.35K
+ 2.5%
$77.86 - $79.27 $650K - $662K
343K $26.7B
SCHO
Schwab Short Term Us Treasury

ETFs
404K
+ 105.36%
$24.06 - $48.88 $9.71M - $19.7M
787K $18.9B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.82K
+ 6.09%
$28.6 - $29.27 $195K - $200K
119K $3.4B
SELF
Global Self Storage, Inc.

Real Estate
623
+ 1.4%
$4.91 - $5.35 $3.06K - $3.33K
45.1K $240M
DFAT
Dimensional ETF Tr U S Target

ETFs
20
+ 0.39%
$54.54 - $61.04 $1.09K - $1.22K
5.16K $287M
VGSH
Vanguard

ETFs
321
+ 1.41%
$58.02 - $58.88 $18.6K - $18.9K
23.1K $1.34B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
481K
+ 207.58%
$26.93 - $84.95 $12.9M - $40.8M
712K $19.5B
VGLT
Vanguard Long Term Treasury Et

ETFs
1.88K
+ 3.64%
$55.1 - $61.74 $104K - $116K
53.6K $2.97B
DFAE
Dimensional ETF Tr

ETFs
2.46K
+ 0.89%
$25.36 - $28.15 $62.4K - $69.2K
278K $7.05B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
38K
+ 4.86%
$58.88 - $64.8 $2.24M - $2.47M
821K $48.4B
Activity Summary
Buys All Purchases 24 New Holdings 10 Increased Positions 14 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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