Twelve Points Wealth Management LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $357 Million distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $71.7M, Ishares Trishares 0 3 Mnth Tre with a value of $15.3M, Asa Gold & Precious Metals LTD with a value of $15.1M, Vaneck ETF Tr Investment Grade with a value of $11.8M, and Vanguard Sht Trm Inflt Prot Fd with a value of $10.3M.
Examining the 13F form we can see an increase of $19.9M in the current position value, from $337M to 357M.
Below you can find more details about Twelve Points Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$357 Million
ETFs: $197 Million
Financial Services: $51.7 Million
Technology: $33 Million
Industrials: $19.6 Million
Consumer Cyclical: $12.4 Million
Basic Materials: $11.6 Million
Healthcare: $10.5 Million
Energy: $10.3 Million
Other: $8.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
