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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
NVDANvidia Corporation
Recent Activity
Decreased -0.07%
1.18%
$2.391M
17,804 shares@ $134.3 avg price
IWNIshares Tr
Recent Activity
Increased 0.18%
0.95%
$1.922M
11,708 shares@ $164.18 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -50.23%
0.93%
$1.891M
4,487 shares@ $421.53 avg price
WMTWalmart Inc
Recent Activity
0.85%
$1.728M
19,128 shares@ $90.36 avg price
ILCGIshares Tr
Recent Activity
0.84%
$1.706M
19,041 shares@ $89.61 avg price
CMFIshares Tr
Recent Activity
Increased 0.23%
0.77%
$1.558M
27,197 shares@ $57.28 avg price
FDTFirst Tr Exch Trd Alphdx Fd
Recent Activity
Increased 5.52%
0.74%
$1.5M
27,729 shares@ $54.09 avg price
CWBSpdr Ser Tr
Recent Activity
Increased 0.38%
0.66%
$1.339M
17,186 shares@ $77.89 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -10.76%
0.65%
$1.309M
7,807 shares@ $167.66 avg price
VGTVanguard World Fd
Recent Activity
Increased 0.27%
0.59%
$1.191M
1,915 shares@ $621.94 avg price