Towercrest Capital Management Purchases and Sells in Q4 2024

Towercrest Capital Management

$629 Million
Q4 2024

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3.38K + 3.08%	$570.51 - $610.59 $1.93M - $2.06M	113K $66.7M
LQD	26.4K + 23.81%	$106.56 - $113.11 $2.81M - $2.98M	137K $14.7M
IEMG	36.5K + 11.17%	N/A	363K $19.5M
AAPL	3.33K + 5.61%	$221.69 - $259.02 $738K - $863K	62.7K $15.7M
MUB	17.1K + 14.97%	$105.78 - $108.7 $1.81M - $1.86M	132K $14M
SCHX	1.51M + 200.56%	$22.4 - $68.28 $33.9M - $103M	2.27M $52.6M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLF	4.98K New	$44.89 - $51.34 $223K - $255K	4.98K $240K
GDDY	1.21K New	$153.16 - $209.03 $186K - $254K	1.21K $239K
VOOG	633 New	$340.59 - $380.5 $216K - $241K	633 $231K
BA	1.26K New	$138.14 - $180.72 $173K - $227K	1.26K $222K
BMY	3.76K New	$51.92 - $59.94 $195K - $225K	3.76K $212K
NFLX	238 New	$687.65 - $936.56 $164K - $223K	238 $212K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TFI	-40.9K - 34.46%	$45.38 - $46.88 $1.86M - $1.92M	77.8K $3.55M
ITOT	-9.27K - 10.67%	$124.26 - $134.12 $1.15M - $1.24M	77.6K $9.98M
CORP	-3.19K - 3.12%	$95.1 - $99.41 $304K - $317K	99.1K $9.42M
SPDW	-4.85K - 2.93%	$34.13 - $37.35 $166K - $181K	160K $5.48M
SPAB	-1.18K - 0.33%	$24.94 - $26.14 $29.3K - $30.7K	354K $8.85M
IJR	-381 - 0.29%	$113.92 - $127.38 $43.4K - $48.5K	131K $15.1M

Activity Summary All Purchases 49 New Holdings 7 Increased Positions 42 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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