Towerpoint Wealth, LLC Purchases in Q3 2025

Towerpoint Wealth, LLC

  • $239 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TAGG
T Rowe Price Exchange Traded F

ETFs
94.1K
+ 54.35%
$42.21 - $43.44 $3.97M - $4.09M
267K $11.6M
VTV
Vanguard Value ETF

ETFs
5.43K
+ 3.58%
$175.51 - $186.57 $952K - $1.01M
157K $29.3M
VO
Vanguard Mid Cap ETF

ETFs
2.06K
+ 4.11%
$279.83 - $293.74 $576K - $604K
52.1K $15.3M
GOOG
Alphabet Inc.

Communication Services
3.46K
+ 58.4%
$175.16 - $255.24 $607K - $884K
9.4K $2.29M
NVDA
Nvidia Corp

Technology
3.55K
+ 19.92%
$153.3 - $186.58 $544K - $662K
21.4K $3.98M
AAPL
Apple Inc.

Technology
274
+ 1.37%
$202.38 - $256.87 $55.5K - $70.4K
20.2K $5.15M
VEA
Vanguard Ftse Developed Market

ETFs
2.07K
+ 0.83%
$56.02 - $60.3 $116K - $125K
251K $15M
VBR
Vanguard Small Cap Value ETF

ETFs
984
+ 2.74%
$195.41 - $212.37 $192K - $209K
36.9K $7.69M
VBK
Vanguard Small Cap Growth ETF

ETFs
168
+ 0.58%
$276.51 - $305.12 $46.5K - $51.3K
29.1K $8.65M
FVD
First Tr Value Line Divid Inde

ETFs
7.01K
+ 5.32%
$44.73 - $46.86 $314K - $329K
139K $6.42M
FDT
First Trust Developed Markets

ETFs
2.23K
+ 7.68%
$68.09 - $76.05 $152K - $170K
31.3K $2.36M
GLD
Spdr Gold Trust

ETFs
167
+ 3.4%
$300.96 - $355.47 $50.3K - $59.4K
5.08K $1.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
21
+ 0.36%
$617.65 - $666.84 $13K - $14K
5.86K $3.9M
IWN
Ishares Russell2000 Val ETF

ETFs
22
+ 0.18%
$157.1 - $178.94 $3.46K - $3.94K
12.2K $2.16M
GE
General Electric CO

Industrials
731
New
$244.75 - $305.63 $179K - $223K
731 $219K
GOOGL
Alphabet Inc.

Communication Services
47
+ 1.57%
$174.36 - $254.72 $8.19K - $12K
3.04K $738K
AXP
American Express CO

Financial Services
633
New
$294.27 - $342.31 $186K - $217K
633 $210K
XOM
Exxon Mobil Corp

Energy
1.17K
+ 25.4%
$105.83 - $117.22 $124K - $137K
5.78K $651K
VTI
Vanguard Total Stock Market Et

ETFs
342
+ 20.24%
$303.93 - $329.86 $104K - $113K
2.03K $666K
QQQ
Invesco Qqq Trust, Series 1

ETFs
156
+ 13.78%
$546.99 - $602.2 $85.3K - $93.9K
1.29K $773K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
983
+ 3.82%
$41.34 - $45.65 $40.6K - $44.9K
26.7K $1.21M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
742
+ 13.16%
$109.47 - $119.06 $81.2K - $88.3K
6.38K $755K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
21
+ 0.1%
$42.67 - $46.91 $896 - $985
21.8K $1.02M
PEP
Pepsico Inc

Consumer Defensive
199
+ 3.56%
$133.81 - $152.16 $26.6K - $30.3K
5.79K $813K
AMZN
Amazon Com Inc

Consumer Cyclical
272
+ 10.63%
$211.65 - $238.24 $57.6K - $64.8K
2.83K $621K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
739
+ 1.37%
$59.81 - $60.11 $44.2K - $44.4K
54.8K $3.28M
IWR
Ishares Russell Mid Cap ETF

ETFs
308
+ 9.11%
$92.26 - $97.51 $28.4K - $30K
3.69K $356K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
151
+ 5.16%
$108.46 - $120.63 $16.4K - $18.2K
3.08K $365K
JPM
Jpmorgan Chase & CO

Financial Services
21
+ 1.46%
$282.78 - $316.06 $5.94K - $6.64K
1.46K $459K
WFC
Wells Fargo & Company

Financial Services
303
+ 7.68%
$77.05 - $85.16 $23.3K - $25.8K
4.25K $356K
VNQ
Vanguard Specialized Funds Van

ETFs
293
+ 5.76%
$88.47 - $93.24 $25.9K - $27.3K
5.38K $491K
CMF
Ishares California Muni Bond E

ETFs
50
+ 0.19%
$55.16 - $57.13 $2.76K - $2.86K
27K $1.54M
VIG
Vanguard Dividend Appreciation

ETFs
181
+ 3.42%
N/A
5.48K $997K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
12
+ 0.22%
$87.69 - $96.0 $1.05K - $1.15K
5.46K $514K
NUDM
Nuveen Esg International Devel

ETFs
305
+ 3.84%
$34.72 - $37.63 $10.6K - $11.5K
8.24K $310K
BNDX
Vanguard Total International B

ETFs
547
+ 1.58%
$49.0 - $49.51 $26.8K - $27.1K
35.2K $1.74M
XLE
Energy Sector Spdr

ETFs
1
+ 0.02%
$84.25 - $91.99 $84.3 - $92
5.12K $457K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
192
+ 1.09%
$49.05 - $49.99 $9.42K - $9.6K
17.8K $884K
Federated Hermes ETF Trust
13.4K
+ 28.83%
N/A
59.9K $0
Federated Hermes ETF Trust
7.24K
+ 42.66%
N/A
24.2K $0
DIS
Walt Disney CO

Communication Services
122
+ 5.82%
$112.25 - $124.0 $13.7K - $15.1K
2.22K $254K
LLY
Eli Lilly & CO

Healthcare
26
+ 0.61%
$625.65 - $812.69 $16.3K - $21.1K
4.29K $3.27M
COST
Costco Wholesale Corp

Consumer Defensive
63
+ 2.9%
$915.95 - $994.57 $57.7K - $62.7K
2.23K $2.07M
Activity Summary
Buys All Purchases 44 New Holdings 2 Increased Positions 42 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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