Twelve Points Wealth Management LLC Incresed Positions in Q2 2025

Twelve Points Wealth Management LLC

  • $364 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.39%
$498.8 - $620.9 $2.49K - $3.1K
1.29K $802K
FTLS
First Tr Long/Short Equity ETF

ETFs
736
+ 6.54%
$60.06 - $66.28 $44.2K - $48.8K
12K $794K
QAI
Iq Hedge Multi Strategy Compos

ETFs
506
+ 0.9%
$29.76 - $32.32 $15.1K - $16.4K
56.8K $1.84M
QQQ
Invesco Qqq Trust, Series 1

ETFs
58
+ 12.06%
$416.06 - $551.64 $24.1K - $32K
539 $297K
KR
Kroger CO

Consumer Defensive
48
+ 0.29%
$64.62 - $74.0 $3.1K - $3.55K
16.8K $1.21M
CTAS
Cintas Corp

Industrials
200
+ 14.63%
$190.11 - $227.66 $38K - $45.5K
1.57K $349K
RLY
Ssga Active ETF Tr

ETFs
1.27K
+ 2.58%
$25.82 - $29.59 $32.9K - $37.7K
50.6K $1.47M
TROW
Price T Rowe Group Inc

Financial Services
223
+ 2.66%
$80.27 - $98.06 $17.9K - $21.9K
8.61K $831K
BAH
Booz Allen Hamilton Holding Corp

Industrials
584
+ 6.39%
$99.97 - $129.69 $58.4K - $75.7K
9.73K $1.01M
GII
Spdr S&P Global Infrasture ETF

ETFs
309
+ 5.56%
$57.32 - $67.33 $17.7K - $20.8K
5.86K $394K
V
Visa Inc.

Financial Services
59
+ 1.12%
$308.27 - $373.31 $18.2K - $22K
5.31K $1.88M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
237
+ 8.87%
$114.78 - $133.31 $27.2K - $31.6K
2.91K $387K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
889
+ 11.08%
$45.12 - $46.23 $40.1K - $41.1K
8.91K $411K
OI
O I Glass, Inc.

Consumer Cyclical
224
+ 2.08%
$9.62 - $15.51 $2.15K - $3.47K
11K $162K
IEFA
Ishares Tr

ETFs
23
+ 0.55%
$67.83 - $84.09 $1.56K - $1.93K
4.17K $348K
REET
Ishares Global Reit ETF

ETFs
1.07K
+ 5.57%
$21.59 - $25.16 $23.1K - $26.9K
20.2K $499K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
60
+ 0.09%
$24.61 - $25.89 $1.48K - $1.55K
66.9K $1.72M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14
+ 3.47%
$456.74 - $568.03 $6.39K - $7.95K
418 $237K
XOM
Exxon Mobil Corp

Energy
2.65K
+ 11.17%
$99.93 - $119.04 $265K - $316K
26.4K $2.84M
ABT
Abbott Laboratories

Healthcare
11
+ 0.22%
$123.95 - $138.08 $1.36K - $1.52K
4.97K $676K
CTSH
Cognizant Technology Solutions Corp

Technology
11
+ 0.09%
$66.47 - $81.81 $731 - $900
11.7K $909K
AMGN
Amgen Inc

Healthcare
393
+ 12.22%
$262.28 - $309.85 $103K - $122K
3.61K $1.01M
FE
Firstenergy Corp

Utilities
188
+ 1.19%
$38.31 - $43.17 $7.2K - $8.12K
16K $642K
HI
Hillenbrand, Inc.

Industrials
15.2K
+ 20.65%
$18.62 - $24.76 $283K - $377K
88.8K $1.78M
GILD
Gilead Sciences, Inc.

Healthcare
98
+ 1.53%
$96.91 - $113.0 $9.5K - $11.1K
6.5K $720K
Simplify Exchange Traded Fun
2.62K
+ 6.28%
N/A
44.3K $0
HUBS
Hubspot Inc

Technology
10
+ 2.46%
$487.07 - $672.24 $4.87K - $6.72K
416 $231K
FICO
Fair Isaac Corp

Technology
1
+ 0.87%
$1503.62 - $2206.01 $1.5K - $2.21K
116 $212K
Crane Company
36
+ 0.32%
N/A
11.4K $0
PFE
Pfizer Inc

Healthcare
279
+ 1.84%
$21.59 - $24.84 $6.02K - $6.93K
15.4K $373K
INTC
Intel Corp

Technology
117
+ 0.25%
$18.13 - $22.69 $2.12K - $2.65K
46.5K $1.04M
CE
Celanese Corp

Basic Materials
150
+ 0.96%
$37.49 - $59.36 $5.62K - $8.9K
15.8K $873K
CC
Chemours CO

Basic Materials
20.8K
+ 17.08%
$9.4 - $13.06 $196K - $272K
143K $1.64M
DXC
Dxc Technology CO

Technology
10.6K
+ 10.39%
$14.03 - $17.63 $149K - $187K
113K $1.72M
KRO
Kronos Worldwide Inc

Basic Materials
1.28K
+ 5.2%
$6.0 - $7.75 $7.69K - $9.93K
25.9K $160K
LLY
Eli Lilly & CO

Healthcare
12
+ 1.49%
$713.71 - $898.95 $8.56K - $10.8K
819 $638K
SNA
Snap On Inc

Industrials
176
+ 5.36%
$292.36 - $342.2 $51.5K - $60.2K
3.46K $1.08M
CHH
Choice Hotels International Inc

Consumer Cyclical
24
+ 0.39%
$117.49 - $134.0 $2.82K - $3.22K
6.2K $786K
PPL
Ppl Corp

Utilities
2
+ 0.01%
$33.45 - $36.5 $66.9 - $73
18.1K $614K
SBUX
Starbucks Corp

Consumer Cyclical
314
+ 2.66%
$79.69 - $99.41 $25K - $31.2K
12.1K $1.11M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
376
+ 2.81%
$86.97 - $102.82 $32.7K - $38.7K
13.7K $1.32M
AON
Aon PLC

Financial Services
102
+ 3.93%
$335.85 - $398.81 $34.3K - $40.7K
2.7K $961K
MRK
Merck & Co., Inc.

Healthcare
1.29K
+ 7.45%
$73.47 - $87.12 $94.9K - $113K
18.6K $1.47M
ABBV
Abb Vie Inc.

Healthcare
375
+ 5.86%
$170.16 - $206.27 $63.8K - $77.4K
6.77K $1.26M
OKE
Oneok Inc

Energy
5.45K
+ 18.15%
$78.71 - $100.37 $429K - $547K
35.5K $2.9M
UNH
Unitedhealth Group Inc

Healthcare
1.01K
+ 51.33%
$274.35 - $599.47 $276K - $602K
2.96K $924K
MBIN
Merchants Bancorp

Financial Services
1.34K
+ 3.55%
$30.06 - $37.17 $40.4K - $49.9K
39.1K $1.29M
JNJ
Johnson & Johnson

Healthcare
190
+ 1.44%
$146.36 - $159.82 $27.8K - $30.4K
13.4K $2.05M
LYB
Lyondell Basell Industries N.V.

Basic Materials
7K
+ 15.8%
$53.23 - $70.65 $373K - $495K
51.3K $2.97M
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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