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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
VVisa Inc
Recent Activity
Decreased -8.37%
0.15%
$290,441
919 shares@ $316.05 avg price
IJRIshares Tr
Recent Activity
Decreased -2.37%
0.14%
$275,072
2,387 shares@ $115.24 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -15.73%
0.13%
$263,125
2,645 shares@ $99.49 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -47.81%
0.13%
$262,135
513 shares@ $510.99 avg price
SYKStryker Corporation
Recent Activity
Decreased -0.27%
0.13%
$257,076
714 shares@ $360.06 avg price
EMNTPimco Etf Tr
Recent Activity
Decreased -8.9%
0.11%
$208,338
2,117 shares@ $98.42 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -33.64%
0.11%
$207,862
355 shares@ $585.53 avg price