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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
VYMVanguard Whitehall Fds
Recent Activity
Exited
0%
$721,381
5,627 shares@ $128.2 avg price
VPUVanguard World Fd
Recent Activity
Exited
0%
$645,726
3,710 shares@ $174.06 avg price
SUBIshares Tr
Recent Activity
Exited
0%
$354,993
3,343 shares@ $106.19 avg price
MOAltria Group Inc
Recent Activity
Exited
0%
$286,505
5,613 shares@ $51.05 avg price
TOTLSsga Active Etf Tr
Recent Activity
Exited
0%
$276,775
6,685 shares@ $41.41 avg price
MDLZMondelez Intl Inc
Recent Activity
Exited
0%
$250,522
3,401 shares@ $73.67 avg price
VZVerizon Communications Inc
Recent Activity
Exited
0%
$221,608
4,934 shares@ $44.92 avg price
TAt&t Inc
Recent Activity
Exited
0%
$215,986
9,818 shares@ $22.0 avg price
PEGPublic Svc Enterprise Grp In
Recent Activity
Exited
0%
$203,577
2,282 shares@ $89.21 avg price
CATCaterpillar Inc
Recent Activity
Exited
0%
$202,209
517 shares@ $391.12 avg price