Twelve Points Wealth Management LLC Portfolio Holdings
Twelve Points Wealth Management LLC
- $276 Million
- Q2 2024
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 177
- Current Value $276 Million
- Prior Value $265 Million
- Filing
- Period Q2 2024
- Filing Date July 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 8 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 28 stocks