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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
VOEVanguard Index Fds
Recent Activity
0.16%
$308,819
1,909 shares@ $161.78 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.08%
0.15%
$306,029
1,320 shares@ $231.85 avg price
PEPPepsico Inc
Recent Activity
Decreased -5.73%
0.15%
$299,862
1,972 shares@ $152.06 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -0.51%
0.15%
$296,445
1,930 shares@ $153.6 avg price
CEFSExchange Listed Fds Tr
Recent Activity
0.15%
$293,240
13,690 shares@ $21.43 avg price
VVisa Inc
Recent Activity
Decreased -8.37%
0.15%
$290,441
919 shares@ $316.05 avg price
FSCCFederated Hermes Etf Trust
Recent Activity
New Position
0.14%
$279,003
10,691 shares@ $26.1 avg price
WFCWells Fargo Co New
Recent Activity
0.14%
$277,167
3,946 shares@ $70.24 avg price
IJRIshares Tr
Recent Activity
Decreased -2.37%
0.14%
$275,072
2,387 shares@ $115.24 avg price
VTIVanguard Index Fds
Recent Activity
New Position
0.13%
$264,635
913 shares@ $289.86 avg price