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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
GLDSpdr Gold Tr
Recent Activity
Decreased -0.48%
0.58%
$1.183M
4,884 shares@ $242.14 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 0.36%
0.56%
$1.131M
22,119 shares@ $51.15 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.11%
0.55%
$1.114M
5,848 shares@ $190.45 avg price
EFAIshares Tr
Recent Activity
Increased 0.11%
0.53%
$1.081M
14,295 shares@ $75.62 avg price
DMLPDorchester Minerals Lp
Recent Activity
Increased 0.32%
0.5%
$1.003M
30,103 shares@ $33.34 avg price
FLCGFederated Hermes Etf Trust
Recent Activity
New Position
0.48%
$962,455
33,997 shares@ $28.31 avg price
ABBVAbbvie Inc
Recent Activity
0.47%
$948,042
5,335 shares@ $177.71 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.79%
0.46%
$929,318
4,746 shares@ $195.82 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