Towerpoint Wealth, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$211M
Signature - Title
Alex Butters - Regulatory Consultant
Location
Sacramento, CA
Summary
This page shows a list of all the recent 13F filings made by Towerpoint Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Towerpoint Wealth, LLC reported 85 stock holdings with total value $211M as of Q3 2024. Top holdings included VUG, VTV, VCIT, VEA, and VO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 85 $211M +$5.36M -$5.83M -$467K VUG, VTV, VCIT, VEA, VO 13F-HR 10/9/2024, 05:03 PM
Q2 2024 81 $200M +$5.59M -$5.19M +$403K VUG, VTV, VCIT, VEA, HYG 13F-HR 7/12/2024, 02:27 PM
Q1 2024 83 $199M +$8.24M -$3.26M +$4.98M VUG, VTV, VCIT, VEA, VO 13F-HR 4/15/2024, 09:02 PM
Q4 2023 79 $183M +$3.44M -$4.32M -$883K VUG, VTV, VCIT, VEA, HYG 13F-HR 1/23/2024, 02:07 PM
Q3 2023 76 $168M +$4.34M -$6.98M -$2.64M VUG, VTV, VCIT, VEA, HYG 13F-HR 10/10/2023, 09:06 PM
Q2 2023 83 $177M +$5.44M -$10.1M -$4.69M VUG, VTV, VCIT, VEA, HYG 13F-HR 7/20/2023, 10:20 AM
Q1 2023 78 $175M +$6.52M -$13.1M -$6.63M VUG, VTV, VCIT, HYG, VEA 13F-HR 5/15/2023, 04:55 PM
Q4 2022 84 $173M +$10.2M -$12.3M -$2.09M VTV, VCIT, VUG, FTSM, HYG 13F-HR 2/10/2023, 04:20 PM
Q3 2022 83 $165M +$11.5M -$3.76M +$7.78M VCIT, VUG, VTV, FTSM, HYG 13F-HR 11/14/2022, 02:55 PM
Q2 2022 87 $167M +$13M -$23.3M -$10.3M VCIT, VTV, VUG, HYG, VEA 13F-HR 8/8/2022, 04:39 PM
Q1 2022 90 $201M +$8.28M -$7.66M +$618K VCIT, VTV, VUG, HYG, VEA 13F-HR 5/16/2022, 01:13 PM
Q4 2021 84 $210M +$14.3M -$11.6M +$2.73M VCIT, VUG, VTV, HYG, VEA 13F-HR 2/3/2022, 09:48 PM
Q3 2021 79 $200M +$11.7M -$9.4M +$2.34M VCIT, VUG, VTV, MINT, VEA 13F-HR 11/12/2021, 09:53 AM
Q2 2021 79 $201M +$9.42M -$22.6M -$13.2M VCIT, VUG, VTV, MINT, VBK 13F-HR 7/26/2021, 06:59 PM
Q1 2021 76 $208M +$12.7M -$10.2M +$2.51M MINT, VCIT, VUG, VTV, VBK 13F-HR 5/7/2021, 06:56 PM
Q4 2020 74 $199M +$11.5M -$8.15M +$3.38M MINT, VCIT, VUG, VTV, VBK 13F-HR 2/9/2021, 09:40 PM
Q3 2020 66 $179M +$18.7M -$5.74M +$13M MINT, VCIT, VUG, VTV, VBK 13F-HR 11/13/2020, 10:57 AM
Q2 2020 64 $160M +$19M -$2.25M +$16.7M VCIT, MINT, VUG, VTV, VBK 13F-HR 8/6/2020, 07:30 PM
Q1 2020 61 $126M +$10.1M -$11.3M -$1.27M VCIT, VUG, VTV, BNDX, VBK 13F-HR 5/8/2020, 12:15 PM
Q4 2019 61 $151M +$3.48M -$5.39M -$1.91M VCIT, VTV, VUG, VEA, VBK 13F-HR 1/14/2020, 07:01 PM
Q3 2019 84 $147M +$6.94M -$2.02M +$4.91M VCIT, VTV, VUG, VEA, VBK 13F-HR 11/5/2019, 03:00 PM
Q2 2019 57 $142M +$6.8M -$11.4M -$4.62M VCIT, VTV, VUG, VEA, VBK 13F-HR 8/7/2019, 04:51 PM
Q1 2019 51 $143M +$11.5M -$3.71M +$7.8M VCIT, TOTL, VTV, VEA, VUG 13F-HR 5/13/2019, 01:25 PM
Q4 2018 43 $124M +$21.9M -$7.01M +$14.9M VCIT, TOTL, VTV, VEA, VUG 13F-HR 2/8/2019, 05:49 PM
Q3 2018 33 $120M +$18.2M -$7.42M +$10.8M TOTL, VCIT, VTV, VEA, VUG 13F-HR 10/19/2018, 12:00 PM
Q2 2018 31 $106M +$20M -$5.48M +$14.5M TOTL, VCIT, VEA, VTV, VUG 13F-HR 7/31/2018, 05:02 PM
Q1 2018 31 $90.2M +$17.5M -$2.07M +$15.4M TOTL, VEA, IWF, IWD, VCIT 13F-HR 5/15/2018, 10:27 AM
Q4 2017 30 $75.6M $0 $0 VEA, TOTL, IWD, IWF, BNDX 13F-HR 2/14/2018, 06:04 PM