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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
VUGVanguard Index Fds
Recent Activity
Increased 0.97%
13.54%
$27.625M
67,306 shares@ $410.45 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 6.45%
10.29%
$21.008M
261,713 shares@ $80.27 avg price
VOVanguard Index Fds
Recent Activity
Increased 27.19%
5.97%
$12.17M
46,077 shares@ $264.14 avg price
VBRVanguard Index Fds
Recent Activity
Increased 0.12%
3.29%
$6.707M
33,844 shares@ $198.19 avg price
IWDIshares Tr
Recent Activity
Increased 0.86%
2.73%
$5.566M
30,064 shares@ $185.14 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Increased 1.13%
2.67%
$5.446M
124,788 shares@ $43.64 avg price
KOMPSpdr Ser Tr
Recent Activity
Increased 2.43%
2.32%
$4.721M
92,871 shares@ $50.83 avg price
IWFIshares Tr
Recent Activity
Increased 4.06%
1.91%
$3.881M
9,664 shares@ $401.6 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 10.13%
1.8%
$3.662M
107,310 shares@ $34.13 avg price
IWNIshares Tr
Recent Activity
Increased 0.18%
0.95%
$1.922M
11,708 shares@ $164.18 avg price