Twelve Points Wealth Management LLC Incresed Positions in Q3 2025

Twelve Points Wealth Management LLC

  • $391 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IOO
Ishares Tr Global 100 ETF

ETFs
56.8K
+ 152.59%
$107.55 - $120.01 $6.11M - $6.82M
94K $11.3M
DGRO
Ishares Core Dividend Growth E

ETFs
55.8K
+ 115.97%
$64.12 - $68.08 $3.58M - $3.8M
104K $7.08M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
28.2K
+ 19.65%
$100.37 - $100.74 $2.83M - $2.84M
172K $17.3M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
59.8K
+ 11.85%
$25.39 - $25.57 $1.52M - $1.53M
564K $14.4M
IAU
Ishares Gold Trust

ETFs
16.9K
+ 88.12%
$61.62 - $72.77 $1.04M - $1.23M
36.1K $2.63M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
15.7K
+ 197.83%
$74.93 - $80.73 $1.17M - $1.27M
23.6K $1.9M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
19.9K
+ 9.21%
$49.78 - $50.75 $991K - $1.01M
236K $11.9M
FPE
First Tr Pfd Secs & Income ETF

ETFs
33K
+ 6.76%
$17.81 - $18.39 $587K - $606K
521K $9.5M
SRLN
Ssga Active Trust

ETFs
19.6K
+ 15.32%
$41.28 - $41.65 $811K - $818K
148K $6.15M
HGER
Harbor ETF Tr All Weather Infl
25.4K
+ 33.08%
$24.26 - $25.91 $615K - $657K
102K $2.63M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
7.25K
+ 119.5%
$92.14 - $93.55 $668K - $678K
13.3K $1.25M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
419
+ 0.9%
$133.48 - $144.38 $55.9K - $60.5K
47.2K $6.72M
XOM
Exxon Mobil Corp

Energy
1.22K
+ 4.62%
$105.83 - $117.22 $129K - $143K
27.6K $3.11M
UNH
Unitedhealth Group Inc

Healthcare
213
+ 7.19%
$237.77 - $353.61 $50.6K - $75.3K
3.18K $1.1M
REET
Ishares Global Reit ETF

ETFs
5.88K
+ 29.05%
$24.45 - $25.91 $144K - $152K
26.1K $667K
IXUS
Ishares Tr

ETFs
1.08K
+ 8.91%
$76.35 - $82.58 $82.6K - $89.4K
13.2K $1.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
140
+ 7.42%
$459.11 - $506.91 $64.3K - $71K
2.03K $1.02M
PCAR
Paccar Inc

Industrials
362
+ 2.23%
$92.91 - $102.86 $33.6K - $37.2K
16.6K $1.63M
AOA
Ishares Tr Core Aggressive All

ETFs
530
+ 21.38%
$82.71 - $88.14 $43.8K - $46.7K
3.01K $265K
NVDA
Nvidia Corp

Technology
5
+ 0.33%
$153.3 - $186.58 $767 - $933
1.54K $287K
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 8.49%
$357.4 - $423.42 $17.9K - $21.2K
639 $258K
AMZN
Amazon Com Inc

Consumer Cyclical
178
+ 5.5%
$211.65 - $238.24 $37.7K - $42.4K
3.42K $749K
AVK
Advent Convertible & Income Fund

Financial Services
1
+ 0.0%
$12.06 - $12.79 $12.1 - $12.8
34.8K $444K
OKE
Oneok Inc

Energy
4.25K
+ 11.97%
$71.36 - $83.47 $303K - $355K
39.7K $2.9M
Listed Fds Tr
18.8K
+ 372.18%
N/A
23.8K $0
HUBS
Hubspot Inc

Technology
61
+ 14.66%
$420.79 - $560.9 $25.7K - $34.2K
477 $223K
HUN
Huntsman Corp

Basic Materials
21.2K
+ 14.25%
$8.87 - $12.07 $188K - $256K
170K $1.53M
APAM
Artisan Partners Asset Management Inc.

Financial Services
693
+ 0.85%
$43.4 - $48.34 $30.1K - $33.5K
82.5K $3.58M
BEN
Franklin Resources Inc

Financial Services
3
+ 0.0%
$23.13 - $26.03 $69.4 - $78.1
179K $4.14M
DXC
Dxc Technology CO

Technology
3.62K
+ 3.22%
$12.85 - $16.24 $46.5K - $58.8K
116K $1.58M
Activity Summary
Buys All Purchases 43 New Holdings 12 Increased Positions 31 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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