Towercrest Capital Management Reduced Holdings in Q4 2024

Towercrest Capital Management

  • $629 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-40.9K
- 34.46%
$45.38 - $46.88 $1.86M - $1.92M
77.8K $3.55M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-9.27K
- 10.67%
$124.26 - $134.12 $1.15M - $1.24M
77.6K $9.98M
CORP
Pimco Investment Grade Corp Bd

ETFs
-3.19K
- 3.12%
$95.1 - $99.41 $304K - $317K
99.1K $9.42M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.85K
- 2.93%
$34.13 - $37.35 $166K - $181K
160K $5.48M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.18K
- 0.33%
$24.94 - $26.14 $29.3K - $30.7K
354K $8.85M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-381
- 0.29%
$113.92 - $127.38 $43.4K - $48.5K
131K $15.1M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.85K
- 14.92%
$69.3 - $74.3 $267K - $286K
21.9K $1.57M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-490
- 19.13%
$481.22 - $538.17 $236K - $264K
2.07K $1.06M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.34K
- 6.52%
$43.02 - $47.32 $101K - $111K
33.6K $1.45M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.09K
- 5.68%
$44.33 - $49.55 $137K - $153K
51.3K $2.31M
MRK
Merck & Co., Inc.

Healthcare
-36
- 0.39%
$96.31 - $114.76 $3.47K - $4.13K
9.15K $909K
JNJ
Johnson & Johnson

Healthcare
-15
- 0.22%
$143.34 - $165.86 $2.15K - $2.49K
6.71K $969K
IWD
Ishares Russell 1000 Val ETF

ETFs
-340
- 10.99%
$183.23 - $199.79 $62.3K - $67.9K
2.75K $509K
SPMD
Spdr Portfolio

ETFs
-1.44K
- 3.19%
$54.13 - $59.56 $78K - $85.8K
43.7K $2.39M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.4K
- 2.45%
$66.77 - $71.52 $294K - $314K
175K $12.1M
XOM
Exxon Mobil Corp

Energy
-47
- 1.16%
$105.51 - $125.37 $4.96K - $5.89K
4.01K $431K
PG
Procter & Gamble CO

Consumer Defensive
-32
- 1.22%
$161.05 - $179.7 $5.15K - $5.75K
2.59K $434K
CVX
Chevron Corp

Energy
-30
- 1.14%
$141.15 - $162.53 $4.23K - $4.88K
2.61K $377K
GLD
Spdr Gold Trust

ETFs
-10
- 0.32%
$236.59 - $257.5 $2.37K - $2.58K
3.14K $760K
VTI
Vanguard Total Stock Market Et

ETFs
-54
- 1.95%
$280.04 - $302.45 $15.1K - $16.3K
2.72K $788K
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.85%
$873.59 - $994.69 $2.62K - $2.98K
348 $318K
WMT
Walmart Inc.

Consumer Defensive
-100
- 2.49%
$79.1 - $95.7 $7.91K - $9.57K
3.91K $353K
GOOG
Alphabet Inc.

Communication Services
-16
- 0.38%
$163.08 - $198.16 $2.61K - $3.17K
4.16K $791K
META
Meta Platforms, Inc.

Communication Services
-3
- 0.05%
$554.08 - $632.68 $1.66K - $1.9K
5.65K $3.33M
JPM
Jpmorgan Chase & CO

Financial Services
-40
- 0.42%
$205.18 - $250.29 $8.21K - $10K
9.46K $2.27M
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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