Alex Butters

@Towerpoint Wealth, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$204.176M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MRKMerck & Co Inc Recent Activity Decreased -15.73%	0.13%	$263,125 2,645 shares@ $99.49 avg price	Decreased -15.73%
QQQInvesco Qqq Tr Recent Activity Decreased -47.81%	0.13%	$262,135 513 shares@ $510.99 avg price	Decreased -47.81%
AFLAflac Inc Recent Activity Increased 0.32%	0.13%	$259,428 2,508 shares@ $103.45 avg price	Increased 0.32%
SYKStryker Corporation Recent Activity Decreased -0.27%	0.13%	$257,076 714 shares@ $360.06 avg price	Decreased -0.27%
NFLXNetflix Inc Recent Activity New Position	0.12%	$231,743 260 shares@ $891.32 avg price	New Position
DISDisney Walt Co Recent Activity New Position	0.12%	$230,256 2,068 shares@ $111.35 avg price	New Position
ISCGIshares Tr Recent Activity	0.11%	$218,415 4,416 shares@ $49.46 avg price
FTRBFederated Hermes Etf Trust Recent Activity	0.11%	$217,431 8,810 shares@ $24.69 avg price
PZAInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.11%	$217,023 9,192 shares@ $23.61 avg price	New Position
EMNTPimco Etf Tr Recent Activity Decreased -8.9%	0.11%	$208,338 2,117 shares@ $98.42 avg price	Decreased -8.9%