Alex Butters

@Towerpoint Wealth, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$204.176M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FLCGFederated Hermes Etf Trust Recent Activity New Position	0.48%	$962,455 33,997 shares@ $28.31 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.17%	$337,206 835 shares@ $403.84 avg price	New Position
FSCCFederated Hermes Etf Trust Recent Activity New Position	0.14%	$279,003 10,691 shares@ $26.1 avg price	New Position
VTIVanguard Index Fds Recent Activity New Position	0.13%	$264,635 913 shares@ $289.86 avg price	New Position
NFLXNetflix Inc Recent Activity New Position	0.12%	$231,743 260 shares@ $891.32 avg price	New Position
DISDisney Walt Co Recent Activity New Position	0.12%	$230,256 2,068 shares@ $111.35 avg price	New Position
PZAInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.11%	$217,023 9,192 shares@ $23.61 avg price	New Position