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Alex Butters

@Towerpoint Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$204.176MTotal holdings81
Assets growth rate-3.24%Assets growth rate (2-Q avg)1.05%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Towerpoint Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Towerpoint Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 204.176M in assets, with a quarterly growth rate of -3.24% and a 2-quarter average growth rate of 1.05%. The portfolio is managed by Alex Butters, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTVVanguard Index Fds
Recent Activity
Decreased -1.34%
11.75%
$23.988M
141,687 shares@ $169.31 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -2.83%
5.79%
$11.812M
247,005 shares@ $47.83 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -1.51%
3.9%
$7.955M
28,403 shares@ $280.07 avg price
AAPLApple Inc
Recent Activity
Decreased -16.32%
1.98%
$4.029M
16,087 shares@ $250.43 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Decreased -31.1%
1.85%
$3.758M
76,624 shares@ $49.05 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Decreased -17.55%
1.83%
$3.72M
62,237 shares@ $59.77 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -2.55%
1.76%
$3.585M
40,781 shares@ $87.91 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.93%
1.71%
$3.473M
5,927 shares@ $586.04 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.02%
1.62%
$3.3M
4,274 shares@ $772.0 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -2.32%
1.42%
$2.882M
58,204 shares@ $49.51 avg price