Twelve Points Wealth Management LLC Incresed Positions in Q4 2025

Twelve Points Wealth Management LLC

  • $409 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IOO
Ishares Tr Global 100 ETF

ETFs
61.2K
+ 65.11%
$118.15 - $126.87 $7.23M - $7.77M
155K $19.4M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
188K
+ 33.25%
$25.44 - $25.56 $4.77M - $4.8M
752K $19.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
47.1K
+ 8.92%
$91.46 - $91.76 $4.31M - $4.32M
575K $52.7M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
98.2K
+ 304.82%
$42.66 - $43.29 $4.19M - $4.25M
130K $5.57M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
42.1K
+ 316.34%
$92.73 - $93.89 $3.91M - $3.96M
55.5K $5.15M
SRLN
Ssga Active Trust

ETFs
75.7K
+ 51.2%
$41.05 - $41.54 $3.11M - $3.15M
224K $9.23M
IVV
Ishares Core S&P 500 ETF

ETFs
3.49K
+ 270.36%
$656.2 - $690.71 $2.29M - $2.41M
4.79K $3.23M
DGRO
Ishares Core Dividend Growth E

ETFs
30.5K
+ 29.37%
$66.93 - $69.17 $2.04M - $2.11M
134K $9.2M
FPE
First Tr Pfd Secs & Income ETF

ETFs
50.1K
+ 9.63%
$18.14 - $18.51 $909K - $928K
571K $10.4M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.21K
+ 8.92%
$139.66 - $144.52 $588K - $608K
51.4K $7.28M
HGER
Harbor ETF Tr All Weather Infl
16.4K
+ 16.1%
$25.61 - $27.12 $421K - $446K
118K $3.16M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.08K
+ 21.52%
$78.97 - $83.03 $401K - $422K
28.7K $2.33M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9.74K
+ 4.13%
$49.98 - $50.22 $487K - $489K
246K $12.3M
LLY
Eli Lilly & CO

Healthcare
106
+ 12.94%
$799.57 - $1025.28 $84.8K - $109K
925 $945K
AAPL
Apple Inc.

Technology
311
+ 1.77%
$245.27 - $275.25 $76.3K - $85.6K
17.8K $4.77M
IEMG
Ishares Inc

ETFs
5.58K
+ 111.59%
N/A
10.6K $567K
GOOGL
Alphabet Inc.

Communication Services
241
+ 3.66%
$236.57 - $291.31 $57K - $70.2K
6.83K $1.89M
IAU
Ishares Gold Trust

ETFs
1.62K
+ 4.48%
$72.65 - $82.5 $117K - $133K
37.7K $2.9M
FMF
First Trust Managed Futures St

ETFs
2.66K
+ 12.36%
$48.06 - $49.61 $128K - $132K
24.1K $1.18M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.4K
+ 2.24%
$27.18 - $28.91 $38.1K - $40.5K
64.1K $1.82M
RTX
Raytheon Technologies Corp

Industrials
346
+ 6.71%
$157.0 - $179.44 $54.3K - $62.1K
5.5K $965K
AOA
Ishares Tr Core Aggressive All

ETFs
989
+ 32.87%
$86.51 - $90.12 $85.6K - $89.1K
4K $355K
CTSH
Cognizant Technology Solutions Corp

Technology
28
+ 0.29%
$65.47 - $74.66 $1.83K - $2.09K
9.66K $701K
IXUS
Ishares Tr

ETFs
373
+ 2.82%
$81.21 - $85.27 $30.3K - $31.8K
13.6K $1.15M
VTI
Vanguard Total Stock Market Et

ETFs
137
+ 3.0%
$321.8 - $337.95 $44.1K - $46.3K
4.7K $1.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
66
+ 3.26%
$475.68 - $513.11 $31.4K - $33.9K
2.09K $1.07M
QAI
Iq Hedge Multi Strategy Compos

ETFs
1.43K
+ 2.59%
$33.35 - $34.03 $47.6K - $48.6K
56.5K $1.9M
VEA
Vanguard Ftse Developed Market

ETFs
166
+ 0.89%
$59.18 - $62.09 $9.82K - $10.3K
18.9K $1.16M
REET
Ishares Global Reit ETF

ETFs
1.79K
+ 6.85%
$24.8 - $26.02 $44.4K - $46.6K
27.9K $703K
SPY
Spdr S&P 500 ETF Trust

ETFs
39
+ 9.85%
$653.02 - $687.39 $25.5K - $26.8K
435 $289K
QQQ
Invesco Qqq Trust, Series 1

ETFs
35
+ 7.85%
$589.5 - $635.77 $20.6K - $22.3K
481 $290K
BAC
Bank Of America Corp

Financial Services
90
+ 2.04%
$48.65 - $54.11 $4.38K - $4.87K
4.5K $231K
Calamos ETF Tr
7.17K
+ 9.71%
N/A
80.9K $0
Bitwise Ethereum ETF
10.5K
+ 152.46%
N/A
17.4K $0
Listed Fds Tr
15.3K
+ 63.98%
N/A
39.1K $0
Bitwise Bitcoin ETF Tr
11K
+ 328.4%
N/A
14.3K $0
HUBS
Hubspot Inc

Technology
83
+ 17.4%
$386.35 - $494.58 $32.1K - $41.1K
560 $221K
AVK
Advent Convertible & Income Fund

Financial Services
2
+ 0.01%
$12.48 - $13.0 $25 - $26
34.8K $434K
LOW
Lowes Companies Inc

Consumer Cyclical
47
+ 5.25%
$225.0 - $247.99 $10.6K - $11.7K
942 $211K
ABT
Abbott Laboratories

Healthcare
28
+ 0.57%
$123.62 - $134.59 $3.46K - $3.77K
4.94K $642K
T
At&T Inc.

Communication Services
549
+ 4.17%
$24.44 - $27.55 $13.4K - $15.1K
13.7K $349K
CARR
Carrier Global Corp

Industrials
110
+ 2.07%
$54.1 - $60.75 $5.95K - $6.68K
5.42K $293K
V
Visa Inc.

Financial Services
8
+ 0.15%
$325.75 - $352.42 $2.61K - $2.82K
5.3K $1.73M
EMQQ
Emqq Emerging Markets Internet

ETFs
77
+ 0.18%
$43.05 - $46.82 $3.31K - $3.61K
41.8K $1.8M
Activity Summary
Buys All Purchases 61 New Holdings 16 Increased Positions 45 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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