Towerpoint Wealth, LLC Purchases in Q4 2025

Towerpoint Wealth, LLC

  • $244 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TAGG
T Rowe Price Exchange Traded F

ETFs
23.9K
+ 8.96%
$43.01 - $43.64 $1.03M - $1.04M
291K $12.6M
VTV
Vanguard Value ETF

ETFs
4.17K
+ 2.66%
$182.87 - $189.72 $762K - $791K
161K $30.2M
VEA
Vanguard Ftse Developed Market

ETFs
7.19K
+ 2.87%
$59.18 - $62.09 $425K - $446K
258K $15.8M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
6.22K
+ 97.49%
$116.0 - $122.39 $722K - $761K
12.6K $1.5M
TSLA
Tesla, Inc.

Consumer Cyclical
1.79K
New
$401.99 - $468.37 $718K - $837K
1.79K $730K
VO
Vanguard Mid Cap ETF

ETFs
3K
+ 5.76%
$286.27 - $296.23 $860K - $890K
55.1K $15.8M
XLE
Energy Sector Spdr

ETFs
5.12K
+ 99.98%
$85.22 - $92.02 $437K - $471K
10.2K $942K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.18K
+ 9.45%
$59.91 - $60.13 $310K - $311K
60K $3.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.73K
New
$49.98 - $50.59 $286K - $290K
5.73K $288K
VTI
Vanguard Total Stock Market Et

ETFs
783
+ 38.53%
$321.8 - $337.95 $252K - $265K
2.82K $928K
IBM
International Business Machines Corp

Technology
843
New
$275.97 - $314.98 $233K - $266K
843 $250K
NUDM
Nuveen Esg International Devel

ETFs
6.33K
+ 76.77%
$37.36 - $38.79 $236K - $245K
14.6K $556K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.91K
New
$78.65 - $79.19 $229K - $231K
2.91K $229K
T
At&T Inc.

Communication Services
8.83K
New
$24.44 - $27.55 $216K - $243K
8.83K $224K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.04K
New
$98.1 - $103.73 $201K - $212K
2.04K $200K
IWF
Ishares Russell 1000 Gr ETF

ETFs
176
+ 2.05%
$459.47 - $491.71 $80.9K - $86.5K
8.75K $4.12M
FVD
First Tr Value Line Divid Inde

ETFs
4.76K
+ 3.43%
$45.0 - $46.25 $214K - $220K
144K $6.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
381
+ 1.33%
$199.44 - $208.01 $76K - $79.3K
29K $5.94M
FDT
First Trust Developed Markets

ETFs
290
+ 0.93%
$73.59 - $78.43 $21.3K - $22.7K
31.6K $2.46M
EFA
Ishares Tr Msci Eafe ETF

ETFs
501
+ 3.67%
$92.24 - $96.56 $46.2K - $48.4K
14.1K $1.35M
ILCV
Ishares Morningstar Value ETF

ETFs
671
+ 14.08%
$88.05 - $93.43 $59.1K - $62.7K
5.44K $500K
BNDX
Vanguard Total International B

ETFs
1.22K
+ 3.47%
$49.3 - $49.91 $60.3K - $61K
36.4K $1.8M
VBR
Vanguard Small Cap Value ETF

ETFs
775
+ 2.1%
$201.42 - $211.15 $156K - $164K
37.6K $7.73M
IVV
Ishares Core S&P 500 ETF

ETFs
45
+ 13.76%
$656.2 - $690.71 $29.5K - $31.1K
372 $251K
IVW
Ishares S&P 500 Growth ETF

ETFs
239
+ 1.56%
$118.29 - $126.28 $28.3K - $30.2K
15.6K $1.88M
XOM
Exxon Mobil Corp

Energy
10
+ 0.17%
$110.64 - $119.78 $1.11K - $1.2K
5.79K $681K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
109
+ 0.51%
$54.27 - $56.85 $5.92K - $6.2K
21.4K $1.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
37
+ 0.63%
$653.02 - $687.39 $24.2K - $25.4K
5.9K $3.93M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
903
+ 3.38%
$43.95 - $46.24 $39.7K - $41.8K
27.6K $1.22M
IVE
Ishares S&P 500 Value ETF

ETFs
8
+ 0.15%
$202.52 - $212.07 $1.62K - $1.7K
5.37K $1.13M
VIG
Vanguard Dividend Appreciation

ETFs
89
+ 1.62%
N/A
5.57K $1.01M
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.06%
$211.96 - $244.38 $636 - $733
4.79K $1.12M
ISCV
Ishares Morningstar Small Cap

ETFs
236
+ 4.18%
$64.34 - $67.85 $15.2K - $16K
5.88K $388K
ISCG
Ishares Morningstar Small Cap

ETFs
250
+ 5.72%
$53.29 - $56.31 $13.3K - $14.1K
4.62K $246K
CWB
Spdr Bloomberg Convertible Sec

ETFs
329
+ 3.32%
$88.49 - $93.64 $29.1K - $30.8K
10.2K $906K
GE
General Electric CO

Industrials
4
+ 0.55%
$291.49 - $314.28 $1.17K - $1.26K
735 $220K
Federated Hermes ETF Trust
2.27K
+ 23.27%
N/A
12K $0
ILCG
Ishares Morningstar Growth ETF
902
+ 5.67%
N/A
16.8K $0
Federated Hermes ETF Trust
1.52K
+ 2.54%
N/A
61.4K $0
Federated Hermes ETF Trust
1.24K
+ 5.13%
N/A
25.5K $0
IJS
Ishares S&P Smallcap 600 Value

ETFs
7
+ 0.32%
$105.91 - $113.18 $741 - $792
2.17K $238K
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.04%
$101.18 - $109.03 $708 - $763
18.8K $1.93M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6
+ 0.11%
$90.99 - $95.91 $546 - $575
5.46K $500K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
196
+ 0.54%
$63.25 - $66.24 $12.4K - $13K
36.8K $2.36M
NFLX
Netflix Inc

Communication Services
2.59K
+ 881.63%
$110.29 - $1241.35 $286K - $3.22M
2.89K $318K
VBK
Vanguard Small Cap Growth ETF

ETFs
208
+ 0.72%
$291.71 - $309.36 $60.7K - $64.3K
29.3K $8.54M
VCIT
Vanguard Intermediate Term Cor

ETFs
190
+ 0.11%
$83.45 - $84.82 $15.9K - $16.1K
174K $14.5M
Activity Summary
Buys All Purchases 48 New Holdings 7 Increased Positions 41 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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