Towerpoint Wealth, LLC Portfolio Holdings
Q3 2025•87 long positions•$244.4M portfolio value
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Holding94 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $30.3M 12.38% | -$620.6K Sold | — 63.1K shares | 64.4K → 63.1K −$620.6K | -2.01% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $29.3M 11.98% | +$1.0M Bought | — 156.9K shares | 151.5K → 156.9K +$1.0M | +3.58% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $15.3M 6.27% | +$604.2K Bought | — 52.1K shares | 50.1K → 52.1K +$604.2K | +4.11% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $15.0M 6.15% | +$124.2K Bought | — 250.7K shares | 248.6K → 250.7K +$124.2K | +0.83% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $14.6M 5.97% | -$2.8M Sold | — 173.5K shares | 207.0K → 173.5K −$2.8M | -16.19% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $11.5M 4.71% | +$4.1M Bought | — 267.2K shares | 173.1K → 267.2K +$4.1M | +54.35% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $8.6M 3.54% | +$50.0K Bought | — 29.1K shares | 28.9K → 29.1K +$50.0K | +0.58% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $7.7M 3.15% | +$205.4K Bought | — 36.9K shares | 35.9K → 36.9K +$205.4K | +2.74% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $6.4M 2.63% | +$324.2K Bought | — 138.9K shares | 131.9K → 138.9K +$324.2K | +5.32% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $6.2M 2.55% | -$64.9K Sold | — 100.3K shares | 101.3K → 100.3K −$64.9K | -1.03% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $5.8M 2.39% | -$77.0K Sold | — 28.6K shares | 29.0K → 28.6K −$77.0K | -1.3% | — — | Q4 2017 Held for 7y 11m | |
Consumer Electronics Technology | $5.1M 2.11% | +$69.8K Bought | 0.0% 20.2K shares | 20.0K → 20.2K +$69.8K | +1.37% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.0M 1.64% | -$207.0K Sold | — 8.6K shares | 9.0K → 8.6K −$207.0K | -4.9% | — — | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $4.0M 1.63% | +$661.6K Bought | 0.0% 21.4K shares | 17.8K → 21.4K +$661.6K | +19.92% | $4.54T Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $4.0M 1.62% | -$156.4K Sold | — 92.7K shares | 96.3K → 92.7K −$156.4K | -3.79% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $3.9M 1.6% | +$14.0K Bought | — 5.9K shares | 5.8K → 5.9K +$14.0K | +0.36% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.9M 1.59% | -$166.7K Sold | — 37.2K shares | 38.8K → 37.2K −$166.7K | -4.12% | — — | Q4 2018 Held for 6y 11m | |
Unknown Unknown | $3.8M 1.57% | -$17.2K Sold | — 52.9K shares | 53.1K → 52.9K −$17.2K | -0.44% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.3M 1.34% | +$44.3K Bought | — 54.8K shares | 54.1K → 54.8K +$44.3K | +1.37% | — — | Q1 2018 Held for 7y 8m | |
Drug Manufacturers - General Healthcare | $3.3M 1.34% | +$19.8K Bought | 0.0% 4.3K shares | 4.3K → 4.3K +$19.8K | +0.61% | $684.00B Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $2.4M 0.976% | -$71.5K Sold | — 36.6K shares | 37.7K → 36.6K −$71.5K | -2.91% | — — | Q2 2022 Held for 3y 5m | |
Unknown Unknown | $2.4M 0.965% | +$168.1K Bought | — 31.3K shares | 29.1K → 31.3K +$168.1K | +7.68% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $2.3M 0.936% | +$843.7K Bought | 0.0% 9.4K shares | 5.9K → 9.4K +$843.7K | +58.4% | $2.95T Mega Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $2.2M 0.885% | +$3.9K Bought | — 12.2K shares | 12.2K → 12.2K +$3.9K | +0.18% | — — | Q4 2017 Held for 7y 11m | |
Discount Stores Consumer Defensive | $2.1M 0.845% | +$58.3K Bought | 0.001% 2.2K shares | 2.2K → 2.2K +$58.3K | +2.9% | $410.27B Mega Cap | Q3 2020 Held for 5y 2m | |
Software - Infrastructure Technology | $2.0M 0.837% | -$18.1K Sold | 0.0% 3.9K shares | 4.0K → 3.9K −$18.1K | -0.88% | $3.85T Mega Cap | Q3 2018 Held for 7y 2m | |
Unknown Unknown | $2.0M 0.8% | +$437.3K Bought | — 59.9K shares | 46.5K → 59.9K +$437.3K | +28.83% | — — | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $1.9M 0.792% | -$11.5K Sold | 0.0% 18.8K shares | 18.9K → 18.8K −$11.5K | -0.59% | $821.68B Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $1.9M 0.757% | -$165.6K Sold | — 15.3K shares | 16.7K → 15.3K −$165.6K | -8.22% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $1.8M 0.738% | +$59.4K Bought | — 5.1K shares | 4.9K → 5.1K +$59.4K | +3.4% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.713% | +$27.1K Bought | — 35.2K shares | 34.7K → 35.2K +$27.1K | +1.58% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.7M 0.679% | -$49.3K Sold | — 15.9K shares | 16.4K → 15.9K −$49.3K | -2.89% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.6M 0.672% | -$117.9K Sold | — 2.2K shares | 2.4K → 2.2K −$117.9K | -6.7% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.5M 0.631% | +$2.9K Bought | — 27.0K shares | 27.0K → 27.0K +$2.9K | +0.19% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.5M 0.62% | -$100.4K Sold | — 18.7K shares | 19.9K → 18.7K −$100.4K | -6.21% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.3M 0.521% | -$14.9K Sold | — 13.6K shares | 13.8K → 13.6K −$14.9K | -1.16% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.2M 0.493% | +$44.3K Bought | — 26.7K shares | 25.8K → 26.7K +$44.3K | +3.82% | — — | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $1.2M 0.484% | +$39.1K Bought | — 5.5K shares | 5.3K → 5.5K +$39.1K | +3.42% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.482% | -$1.5K Sold | — 21.3K shares | 21.3K → 21.3K −$1.5K | -0.13% | — — | Q2 2022 Held for 3y 5m | |
Drug Manufacturers - General Healthcare | $1.1M 0.453% | -$14.6K Sold | 0.0% 4.8K shares | 4.8K → 4.8K −$14.6K | -1.3% | $409.03B Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $1.1M 0.453% | -$42.3K Sold | — 5.4K shares | 5.6K → 5.4K −$42.3K | -3.68% | — — | Q4 2017 Held for 7y 11m | |
Household & Personal Products Consumer Defensive | $1.1M 0.431% | — | 0.0% 6.9K shares | — | — | $359.62B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.0M 0.417% | +$983.0 Bought | — 21.8K shares | 21.8K → 21.8K +$983.0 | +0.1% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $954.0K 0.39% | +$399.5K Bought | 0.0% 1.3K shares | 755.0 → 1.3K +$399.5K | +72.05% | $1.84T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $897.2K 0.367% | -$3.8K Sold | — 9.9K shares | 10.0K → 9.9K −$3.8K | -0.42% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $884.9K 0.362% | +$9.6K Bought | — 17.8K shares | 17.6K → 17.8K +$9.6K | +1.09% | — — | Q4 2018 Held for 6y 11m | |
Medical - Devices Healthcare | $869.6K 0.356% | -$5.5K Sold | 0.0% 6.5K shares | 6.5K → 6.5K −$5.5K | -0.63% | $233.12B Mega Cap | Q1 2021 Held for 4y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $813.6K 0.333% | +$27.9K Bought | 0.0% 5.8K shares | 5.6K → 5.8K +$27.9K | +3.56% | $192.27B Large Cap | Q1 2021 Held for 4y 8m | |
Home Improvement Consumer Cyclical | $799.4K 0.327% | — | 0.0% 2.0K shares | — | — | $403.32B Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $773.3K 0.316% | +$93.7K Bought | — 1.3K shares | 1.1K → 1.3K +$93.7K | +13.78% | — — | Q2 2023 Held for 2y 5m |
