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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
HYGIshares Tr
Recent Activity
Decreased -50.66%
1.24%
$2.526M
32,117 shares@ $78.66 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.07%
1.18%
$2.391M
17,804 shares@ $134.3 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -50.23%
0.93%
$1.891M
4,487 shares@ $421.53 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -10.76%
0.65%
$1.309M
7,807 shares@ $167.66 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -0.48%
0.58%
$1.183M
4,884 shares@ $242.14 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.13%
0.44%
$884,014
2,273 shares@ $388.92 avg price
ESMLIshares Tr
Recent Activity
Decreased -7.74%
0.42%
$855,596
20,347 shares@ $42.06 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -1.02%
0.39%
$785,537
15,670 shares@ $50.13 avg price
ABTAbbott Labs
Recent Activity
Decreased -2.2%
0.38%
$768,287
6,792 shares@ $113.12 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -0.17%
0.32%
$649,805
7,295 shares@ $89.08 avg price