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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
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -2.33%
0.24%
$484,889
12,637 shares@ $38.38 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -17.67%
0.22%
$438,790
5,122 shares@ $85.67 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -6.62%
0.21%
$427,452
845 shares@ $505.87 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -6%
0.21%
$420,706
3,911 shares@ $107.57 avg price
FCALFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -4.91%
0.2%
$405,624
8,216 shares@ $49.38 avg price
ILCVIshares Tr
Recent Activity
0.2%
$390,486
4,822 shares@ $80.99 avg price
ISCVIshares Tr
Recent Activity
0.18%
$359,434
5,668 shares@ $63.42 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 7.4%
0.18%
$355,037
1,481 shares@ $239.73 avg price
TSLATesla Inc
Recent Activity
New Position
0.17%
$337,206
835 shares@ $403.84 avg price
ESGVVanguard World Fd
Recent Activity
Increased 31.95%
0.17%
$329,291
3,139 shares@ $104.91 avg price