Twelve Points Wealth Management LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $276 Million distributed in 177 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 $56.9M, Spdr Portfolio Long Term Corpo with a value of $10M, Asa Gold & Precious Metals LTD with a value of $9.27M, Invesco Exchange Traded Fd Tr with a value of $9M, and Ishares Core Total Usd Bond Ma with a value of $8.36M.
Examining the 13F form we can see an increase of $10.3M in the current position value, from $265M to 276M.
Below you can find more details about Twelve Points Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$276 Million
ETFs: $155 Million
Financial Services: $33.8 Million
Technology: $26.9 Million
Industrials: $15.1 Million
Consumer Cyclical: $8.73 Million
Healthcare: $7.97 Million
Basic Materials: $7.55 Million
Energy: $7.16 Million
Other: $12.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions