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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
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.91%
0.4%
$811,933
16,682 shares@ $48.68 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
GOOGLAlphabet Inc
Recent Activity
Decreased -17.1%
0.3%
$602,449
3,183 shares@ $189.28 avg price
IVEIshares Tr
Recent Activity
Increased 0.2%
0.29%
$587,635
3,079 shares@ $190.86 avg price
COSTCostco Whsl Corp New
Recent Activity
0.28%
$569,947
622 shares@ $916.32 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.98%
0.27%
$544,087
2,480 shares@ $219.39 avg price
IJHIshares Tr
Recent Activity
Decreased -0.33%
0.26%
$515,821
8,278 shares@ $62.32 avg price
SLYGSpdr Ser Tr
Recent Activity
Decreased -3.81%
0.24%
$489,645
5,419 shares@ $90.36 avg price