Towercrest Capital Management Incresed Positions in Q4 2024

Towercrest Capital Management

  • $629 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.38K
+ 3.08%
$570.51 - $610.59 $1.93M - $2.06M
113K $66.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
26.4K
+ 23.81%
$106.56 - $113.11 $2.81M - $2.98M
137K $14.7M
IEMG
Ishares Inc

ETFs
36.5K
+ 11.17%
N/A
363K $19.5M
AAPL
Apple Inc.

Technology
3.33K
+ 5.61%
$221.69 - $259.02 $738K - $863K
62.7K $15.7M
MUB
Ishares National Muni Bond ETF

ETFs
17.1K
+ 14.97%
$105.78 - $108.7 $1.81M - $1.86M
132K $14M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.51M
+ 200.56%
$22.4 - $68.28 $33.9M - $103M
2.27M $52.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
28.8K
+ 8.37%
$96.64 - $101.23 $2.78M - $2.91M
372K $36.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
21.8K
+ 3.44%
$50.73 - $51.08 $1.11M - $1.11M
655K $33.3M
NVDA
Nvidia Corp

Technology
2.58K
+ 16.62%
$117.0 - $148.88 $302K - $385K
18.1K $2.43M
HYG
Ishares Tr

ETFs
13.5K
+ 3.68%
$78.09 - $80.04 $1.05M - $1.08M
380K $29.9M
HD
Home Depot, Inc.

Consumer Cyclical
897
+ 68.74%
$385.02 - $431.37 $345K - $387K
2.2K $856K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.1K
+ 2.13%
$61.68 - $67.87 $315K - $346K
245K $15.3M
AMZN
Amazon Com Inc

Consumer Cyclical
293
+ 5.11%
$180.88 - $232.93 $53K - $68.2K
6.03K $1.32M
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.4K
+ 6.92%
$32.65 - $33.68 $341K - $351K
161K $5.28M
SCHG
Schwab Strategic Tr Us Large C

ETFs
76.7K
+ 300.0%
$25.93 - $105.3 $1.99M - $8.07M
102K $2.85M
CL
Colgate Palmolive CO

Consumer Defensive
2.1K
+ 72.8%
$90.22 - $102.31 $190K - $215K
4.99K $453K
FLRN
Spdr Bloomberg Investment Grad

ETFs
5.76K
+ 0.78%
$30.67 - $30.84 $177K - $177K
748K $23M
DIS
Walt Disney CO

Communication Services
3
+ 0.11%
$92.39 - $117.6 $277 - $353
2.83K $315K
VZ
Verizon Communications Inc

Communication Services
1.66K
+ 35.86%
$39.6 - $45.21 $65.5K - $74.8K
6.27K $250K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
733
+ 3.76%
$81.68 - $82.93 $59.9K - $60.8K
20.2K $1.66M
T
At&T Inc.

Communication Services
496
+ 1.69%
$21.22 - $23.88 $10.5K - $11.8K
29.8K $677K
SCHO
Schwab Short Term Us Treasury

ETFs
24.4K
+ 107.94%
$24.06 - $48.88 $586K - $1.19M
46.9K $1.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.46%
$521.84 - $558.82 $2.61K - $2.79K
1.09K $586K
SPSB
Spdr Portfolio Short Term Corp

ETFs
65
+ 0.84%
$29.77 - $30.19 $1.94K - $1.96K
7.78K $232K
SCHV
Schwab Strategic Tr Us Large C

ETFs
16.2K
+ 200.0%
$25.79 - $80.4 $417K - $1.3M
24.2K $631K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
4.53K
+ 1.95%
$18.04 - $18.54 $81.7K - $83.9K
236K $4.28M
NEE
Nextera Energy Inc

Utilities
23
+ 0.46%
$69.77 - $85.43 $1.6K - $1.96K
5.07K $363K
MSFT
Microsoft Corp

Technology
25
+ 0.23%
$406.35 - $454.46 $10.2K - $11.4K
10.9K $4.61M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
249K
+ 197.45%
$27.54 - $83.04 $6.87M - $20.7M
376K $10.4M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
577
+ 0.39%
$42.33 - $43.3 $24.4K - $25K
147K $6.26M
DGRO
Ishares Core Dividend Growth E

ETFs
223
+ 0.24%
$60.73 - $64.94 $13.5K - $14.5K
94.4K $5.79M
SCHA
Schwab Strategic Tr Us Small C

ETFs
192K
+ 94.52%
$25.33 - $51.16 $4.86M - $9.81M
395K $10.2M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
5.27K
+ 2.04%
$19.82 - $21.55 $104K - $113K
264K $5.22M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
136K
+ 191.94%
$26.93 - $84.95 $3.66M - $11.6M
207K $5.65M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.86K
+ 1.31%
$38.37 - $42.82 $71.4K - $79.6K
144K $5.53M
EMB
Ishares Tr

ETFs
1.58K
+ 0.75%
$88.94 - $93.46 $141K - $148K
213K $19M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
268K
+ 168.52%
$22.01 - $66.82 $5.91M - $17.9M
428K $9.71M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.91K
+ 1.4%
$26.63 - $30.23 $184K - $209K
501K $13.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
519K
+ 94.17%
$22.63 - $47.53 $11.7M - $24.7M
1.07M $24.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
416K
+ 98.0%
$18.41 - $40.87 $7.66M - $17M
841K $15.6M
IEFA
Ishares Tr

ETFs
4.26K
+ 1.35%
$70.06 - $77.43 $299K - $330K
319K $22.4M
Activity Summary
Buys All Purchases 49 New Holdings 7 Increased Positions 42 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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