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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
LOWLowes Cos Inc
| 0% | $200,772 741 shares@ $270.95 avg price | Exited |