Towercrest Capital Management

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$620M
Signature - Title
Curtis Snyder - Managing Member
Location
Newtown, PA
Summary
This page shows a list of all the recent 13F filings made by Towercrest Capital Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Towercrest Capital Management reported 101 stock holdings with total value $620M as of Q3 2024. Top holdings included IVV, SCHX, AGG, FLOT, and HYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 101 $620M +$7.25M -$26M -$18.7M IVV, SCHX, AGG, FLOT, HYG 13F-HR 11/12/2024, 03:38 PM
Q2 2024 107 $607M +$17.4M -$7.43M +$10M IVV, SCHX, FLOT, AGG, HYG 13F-HR 8/6/2024, 02:06 PM
Q1 2024 107 $592M +$28.9M -$5.4M +$23.5M IVV, SCHX, FLOT, AGG, HYG 13F-HR 5/9/2024, 07:09 PM
Q4 2023 105 $559M +$23M -$18.4M +$4.58M IVV, SCHX, FLOT, AGG, HYG 13F-HR 2/8/2024, 03:52 PM
Q3 2023 105 $513M +$9.02M -$12.4M -$3.34M IVV, SCHX, FLOT, AGG, FLRN 13F-HR 11/13/2023, 01:28 PM
Q2 2023 104 $536M +$44.7M -$4.19M +$40.5M IVV, SCHX, FLOT, FLRN, AGG 13F-HR 8/4/2023, 04:00 PM
Q1 2023 94 $480M +$18.1M -$9.92M +$8.2M SCHX, IVV, FLRN, SCHZ, FLOT 13F-HR 5/11/2023, 03:18 PM
Q4 2022 91 $451M +$10M -$8.81M +$1.19M SCHX, IVV, SCHZ, AGG, FLRN 13F-HR 2/9/2023, 04:51 PM
Q3 2022 87 $427M +$18.3M -$13.7M +$4.56M SCHX, IVV, AGG, SCHZ, FLRN 13F-HR 11/14/2022, 08:58 AM
Q2 2022 91 $446M +$7.18M -$13.8M -$6.6M SCHX, IVV, SCHZ, AGG, FLRN 13F-HR 8/11/2022, 12:09 PM
Q1 2022 91 $512M +$45.2M -$13.1M +$32.1M SCHX, SCHZ, IVV, AGG, FLRN 13F-HR 5/11/2022, 04:19 PM
Q4 2021 93 $545M +$8.05M -$6.32M +$1.73M SCHX, IVV, SCHZ, AGG, FLRN 13F-HR 2/10/2022, 10:56 AM
Q3 2021 94 $527M +$19M -$1.8M +$17.2M SCHX, SCHZ, AGG, IVV, FLRN 13F-HR 12/10/2021, 03:54 PM
Q2 2021 88 $515M +$35.2M -$4.25M +$30.9M SCHX, AGG, SCHZ, IVV, FLRN 13F-HR 8/13/2021, 05:10 PM
Q1 2021 85 $466M +$23.8M -$9.95M +$13.9M SCHX, SCHZ, AGG, IVV, FLRN 13F-HR 5/14/2021, 04:09 PM
Q4 2020 84 $444M +$11.6M -$7.5M +$4.09M SCHX, AGG, SCHZ, IVV, FLRN 13F-HR 2/12/2021, 02:34 PM
Q3 2020 79 $406M +$27.3M -$13M +$14.3M SCHX, AGG, SCHZ, FLRN, IVV 13F-HR 11/13/2020, 10:04 AM
Q2 2020 77 $381M +$32.7M -$22.8M +$9.88M SCHX, AGG, SCHZ, IVV, FLRN 13F-HR 8/13/2020, 11:02 AM
Q1 2020 78 $332M +$23.1M -$24.6M -$1.46M AGG, SCHZ, SCHX, FLRN, FLOT 13F-HR 5/14/2020, 04:33 PM
Q4 2019 79 $390M +$18.8M -$1.67M +$17.2M SCHX, FLOT, AGG, SCHZ, FLRN 13F-HR 2/14/2020, 09:00 AM
Q3 2019 70 $359M +$11.2M -$3.03M +$8.15M SCHX, SCHZ, AGG, FLOT, FLRN 13F-HR 11/13/2019, 08:26 AM
Q2 2019 74 $335M +$12.8M -$17.9M -$5.12M SCHX, AGG, SCHZ, FLOT, FLRN 13F-HR 8/14/2019, 10:03 AM
Q1 2019 71 $345M +$39.2M -$14.6M +$24.6M SCHX, AGG, FLOT, SCHZ, IEFA 13F-HR 5/15/2019, 10:19 AM
Q4 2018 69 $297M +$28.1M -$31.3M -$3.28M SCHX, AGG, SCHZ, FLOT, IEFA 13F-HR 2/15/2019, 09:30 AM
Q3 2018 70 $329M +$22.8M -$17.3M +$5.5M SCHX, SCHZ, AGG, SCHF, SPY 13F-HR 11/19/2018, 09:28 AM
Q2 2018 76 $316M +$175M -$1.8M +$173M SCHX, SCHZ, AGG, SPY, IEFA 13F-HR 8/14/2018, 03:30 PM
Q1 2018 30 $143M +$10.8M -$1.31M +$9.46M AGG, IEFA, SPY, IVV, HYG 13F-HR 5/14/2018, 02:23 PM
Q4 2017 26 $136M +$14.9M -$10.6M +$4.3M AGG, SPY, IEFA, IVV, HYG 13F-HR 2/14/2018, 11:28 AM
Q3 2017 26 $129M +$657K -$819K -$161K AGG, IEFA, SPY, GVI, IVV 13F-HR 11/14/2017, 11:01 AM
Q2 2017 25 $126M +$9.46M -$6.05M +$3.41M AGG, IEFA, SPY, GVI, IVV 13F-HR 8/15/2017, 10:06 AM
Q1 2017 25 $119M +$11.4M -$6.08M +$5.34M AGG, SPY, IEFA, IVV, IJH 13F-HR 5/23/2017, 12:53 PM
Q4 2016 25 $113M +$9.13M -$6.94M +$2.19M SPY, AGG, IEFA, IVV, GVI 13F-HR 2/15/2017, 02:52 PM
Q3 2016 23 $111M +$9.2M -$987K +$8.21M SPY, AGG, IEFA, HYG, IVV 13F-HR 11/15/2016, 10:12 AM
Q2 2016 23 $104M +$9.51M -$1.9M +$7.61M SPY, AGG, IEFA, HYG, ITOT 13F-HR 8/15/2016, 01:37 PM
Q1 2016 24 $87.8M +$7.66M -$9.53M -$1.87M SPY, AGG, IEFA, HYG, ITOT 13F-HR 5/16/2016, 11:15 AM
Q4 2015 23 $92.3M +$3.66M -$3.4M +$254K AGG, SPY, IVV, IEFA, HYG 13F-HR 2/12/2016, 04:09 PM
Q3 2015 22 $90.5M +$6.48M -$6.1M +$382K AGG, IVV, SPY, IEFA, HYG 13F-HR 11/16/2015, 09:57 AM
Q2 2015 22 $94.5M +$2.39M -$2.1M +$292K AGG, IVV, SPY, HYG, IEFA 13F-HR 8/14/2015, 11:51 AM
Q1 2015 22 $95.4M +$10.4M -$2.82M +$7.59M AGG, SPY, IVV, HYG, IEFA 13F-HR 5/14/2015, 02:44 PM
Q4 2014 21 $86.3M $0 $0 AGG, SPY, HYG, IVV, GVI 13F-HR 2/13/2015, 12:54 PM