Twelve Points Wealth Management LLC Purchases in Q2 2025

Twelve Points Wealth Management LLC

  • $364 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
188K
New
$54.19 - $67.22 $10.2M - $12.7M
188K $12.7M
SLV
I Shares Silver Trust

ETFs
204K
New
$27.08 - $33.74 $5.53M - $6.89M
204K $6.7M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
46.7K
New
$104.23 - $134.39 $4.87M - $6.28M
46.7K $6.28M
IOO
Ishares Tr Global 100 ETF

ETFs
37.2K
New
$84.95 - $107.81 $3.16M - $4.01M
37.2K $4M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
44.1K
+ 9.59%
$24.96 - $25.5 $1.1M - $1.13M
504K $12.9M
BEN
Franklin Resources Inc

Financial Services
1.68K
+ 0.95%
$16.66 - $23.85 $27.9K - $40K
179K $4.27M
SRLN
Ssga Active Trust

ETFs
16.6K
+ 14.91%
$39.47 - $41.59 $657K - $692K
128K $5.33M
MSFT
Microsoft Corp

Technology
196
+ 3.81%
$354.56 - $497.45 $69.5K - $97.5K
5.34K $2.65M
JPM
Jpmorgan Chase & CO

Financial Services
45
+ 0.3%
$210.28 - $289.91 $9.46K - $13K
15.1K $4.37M
APAM
Artisan Partners Asset Management Inc.

Financial Services
4.61K
+ 5.97%
$33.85 - $44.55 $156K - $205K
81.8K $3.63M
GEF
Greif, Inc

Consumer Cyclical
3.37K
+ 9.75%
$49.01 - $66.46 $165K - $224K
37.9K $2.46M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
17.7K
+ 4.27%
$11.71 - $13.88 $207K - $246K
433K $6.01M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
6.07K
New
$88.49 - $92.4 $537K - $561K
6.07K $560K
VTI
Vanguard Total Stock Market Et

ETFs
1.42K
+ 45.33%
$243.75 - $303.93 $347K - $432K
4.56K $1.39M
ATKR
Atkore Inc.

Industrials
2.7K
+ 8.76%
$52.02 - $71.15 $140K - $192K
33.5K $2.36M
FPE
First Tr Pfd Secs & Income ETF

ETFs
21.9K
+ 4.7%
$16.93 - $17.81 $371K - $390K
488K $8.68M
BWA
Borgwarner Inc

Consumer Cyclical
4.3K
+ 6.92%
$24.84 - $33.92 $107K - $146K
66.4K $2.22M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
2.63K
+ 2.43%
$21.8 - $27.71 $57.3K - $72.9K
111K $3.05M
BDC
Belden Inc.

Technology
482
+ 2.04%
$87.1 - $116.54 $42K - $56.2K
24.2K $2.8M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.66K
+ 182.93%
$40.82 - $43.14 $394K - $417K
14.9K $644K
FCX
Freeport Mcmoran Inc

Basic Materials
2.7K
+ 5.01%
$29.15 - $44.46 $78.6K - $120K
56.5K $2.45M
SWKS
Skyworks Solutions, Inc.

Technology
351
+ 0.93%
$49.2 - $74.95 $17.3K - $26.3K
38.1K $2.84M
EMR
Emerson Electric CO

Industrials
626
+ 5.02%
$94.15 - $133.33 $58.9K - $83.5K
13.1K $1.74M
SSIC
Silver Spike Investment Corp.

Healthcare
26.2K
New
N/A
26.2K $339K
DBL
Double Line Opportunistic Credit Fund

Financial Services
25.4K
+ 6.79%
$15.1 - $15.75 $383K - $399K
399K $6.13M
MELI
Mercadolibre Inc

Consumer Cyclical
37
+ 14.02%
$1794.73 - $2613.63 $66.4K - $96.7K
301 $786K
AVGO
Broadcom Inc.

Technology
910
New
$146.29 - $275.65 $133K - $251K
910 $250K
DGRO
Ishares Core Dividend Growth E

ETFs
2.17K
+ 4.73%
$55.22 - $63.94 $120K - $139K
48.1K $3.08M
AXP
American Express CO

Financial Services
15
+ 0.33%
$231.39 - $318.98 $3.47K - $4.78K
4.6K $1.47M
VSH
Vishay Intertechnology Inc

Technology
14.8K
+ 12.02%
$10.57 - $15.97 $156K - $236K
138K $2.19M
LEVI
Levi Strauss & CO

Consumer Cyclical
2.02K
+ 3.11%
$12.42 - $18.62 $25K - $37.5K
66.8K $1.23M
RTX
Raytheon Technologies Corp

Industrials
1.09K
+ 22.69%
$113.75 - $148.48 $124K - $161K
5.88K $858K
GLW
Corning Inc

Technology
4.25K
New
$39.07 - $52.59 $166K - $223K
4.25K $223K
AMP
Ameriprise Financial Inc

Financial Services
412
New
$422.19 - $533.73 $174K - $220K
412 $219K
IWB
Ishares Tr Russell 1000 ETF

ETFs
643
New
$272.36 - $339.57 $175K - $218K
643 $218K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3.21K
New
$50.5 - $71.23 $162K - $229K
3.21K $217K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.59K
New
$108.87 - $133.04 $173K - $211K
1.59K $211K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
9.46K
+ 6.55%
$31.07 - $32.25 $294K - $305K
154K $4.89M
TXN
Texas Instruments Inc

Technology
1.07K
+ 6.52%
N/A
17.4K $3.39M
AOA
Ishares Tr Core Aggressive All

ETFs
2.48K
New
$69.46 - $83.4 $172K - $207K
2.48K $206K
AYI
Acuity Brands Inc

Industrials
199
+ 4.81%
$223.31 - $304.18 $44.4K - $60.5K
4.33K $1.29M
IXUS
Ishares Tr

ETFs
1.36K
+ 12.62%
$62.37 - $77.63 $84.9K - $106K
12.1K $939K
GOOG
Alphabet Inc.

Communication Services
410
+ 8.28%
$146.58 - $180.01 $60.1K - $73.8K
5.36K $951K
MGA
Magna International Inc

Consumer Cyclical
810
+ 2.67%
$30.82 - $38.61 $25K - $31.3K
31.2K $1.2M
GOOGL
Alphabet Inc.

Communication Services
182
+ 2.84%
$144.7 - $178.6 $26.3K - $32.5K
6.59K $1.16M
MSM
Msc Industrial Direct CO Inc

Industrials
537
+ 3.72%
$70.15 - $85.48 $37.7K - $45.9K
15K $1.27M
VEA
Vanguard Ftse Developed Market

ETFs
508
+ 2.65%
$45.65 - $57.01 $23.2K - $29K
19.7K $1.12M
AMZN
Amazon Com Inc

Consumer Cyclical
247
+ 8.26%
$167.32 - $223.3 $41.3K - $55.2K
3.24K $710K
AIA
Ishares S&P Asia 50 ETF

ETFs
77
+ 0.55%
$60.67 - $81.71 $4.67K - $6.29K
14.2K $1.15M
Activity Summary
Buys All Purchases 117 New Holdings 15 Increased Positions 102 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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