Towerpoint Wealth, LLC Reduced Holdings in Q4 2025

Towerpoint Wealth, LLC

  • $244 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-1.61K
- 72.13%
$910.94 - $954.99 $1.47M - $1.54M
622 $567K
AAPL
Apple Inc.

Technology
-5.81K
- 28.74%
$245.27 - $275.25 $1.43M - $1.6M
14.4K $3.85M
PEP
Pepsico Inc

Consumer Defensive
-4.01K
- 69.26%
$138.84 - $153.71 $557K - $617K
1.78K $263K
META
Meta Platforms, Inc.

Communication Services
-93
- 7.16%
$609.01 - $751.67 $56.6K - $69.9K
1.21K $735K
SPYG
Spdr Portfolio

ETFs
-1.84K
- 4.94%
$102.4 - $109.39 $188K - $201K
35.3K $3.7M
PG
Procter & Gamble CO

Consumer Defensive
-600
- 8.74%
$145.5 - $153.18 $87.3K - $91.9K
6.26K $913K
MSFT
Microsoft Corp

Technology
-137
- 3.47%
$496.82 - $542.07 $68.1K - $74.3K
3.81K $1.93M
HD
Home Depot, Inc.

Consumer Cyclical
-39
- 1.98%
$358.03 - $397.02 $14K - $15.5K
1.93K $692K
HYG
Ishares Tr

ETFs
-745
- 3.99%
$79.95 - $81.28 $59.6K - $60.6K
17.9K $1.44M
NVDA
Nvidia Corp

Technology
-359
- 1.68%
$179.83 - $207.04 $64.6K - $74.3K
21K $3.92M
DIS
Walt Disney CO

Communication Services
-197
- 8.88%
$105.69 - $116.65 $20.8K - $23K
2.02K $213K
KOMP
Spdr S&P Kensho New Economies

ETFs
-1.25K
- 1.24%
$60.1 - $65.57 $74.8K - $81.6K
99K $5.95M
VNQ
Vanguard Specialized Funds Van

ETFs
-323
- 6.01%
$88.13 - $92.69 $28.5K - $29.9K
5.05K $452K
IWR
Ishares Russell Mid Cap ETF

ETFs
-308
- 8.35%
$94.02 - $97.61 $29K - $30.1K
3.38K $319K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-66
- 5.12%
$589.5 - $635.77 $38.9K - $42K
1.22K $737K
ABT
Abbott Laboratories

Healthcare
-42
- 0.65%
$123.62 - $134.59 $5.19K - $5.65K
6.45K $838K
IWN
Ishares Russell2000 Val ETF

ETFs
-26
- 0.21%
$172.34 - $181.51 $4.48K - $4.72K
12.2K $2.13M
V
Visa Inc.

Financial Services
-50
- 5.92%
$325.75 - $352.42 $16.3K - $17.6K
794 $258K
JPM
Jpmorgan Chase & CO

Financial Services
-13
- 0.89%
$294.11 - $320.41 $3.82K - $4.17K
1.44K $433K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-46
- 4.49%
$310.75 - $335.0 $14.3K - $15.4K
979 $305K
VUG
Vanguard Growth ETF

ETFs
-548
- 0.87%
$470.44 - $504.26 $258K - $276K
62.5K $30.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-77
- 2.5%
$114.27 - $121.15 $8.8K - $9.33K
3K $350K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-576
- 2.64%
$45.45 - $48.31 $26.2K - $27.8K
21.2K $1.01M
SYK
Stryker Corp

Healthcare
-11
- 1.56%
$353.81 - $388.35 $3.89K - $4.27K
694 $249K
VOE
Vanguard Mid Cap Value Index F

ETFs
-18
- 0.97%
$169.53 - $176.53 $3.05K - $3.18K
1.83K $318K
AVGO
Broadcom Inc.

Technology
-58
- 4.24%
$324.63 - $385.98 $18.8K - $22.4K
1.31K $448K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-24
- 1.08%
$98.54 - $98.88 $2.36K - $2.37K
2.21K $217K
FCAL
First Tr Iii Calif Mun High In

ETFs
-102
- 1.42%
$48.76 - $49.48 $4.97K - $5.05K
7.08K $349K
QCOM
Qualcomm Inc

Technology
-12
- 0.72%
$153.59 - $187.68 $1.84K - $2.25K
1.66K $276K
AXP
American Express CO

Financial Services
-9
- 1.42%
$316.26 - $372.77 $2.85K - $3.35K
624 $212K
AFL
Aflac Inc

Financial Services
-7
- 0.29%
$105.7 - $115.01 $740 - $805
2.42K $276K
CMF
Ishares California Muni Bond E

ETFs
-45
- 0.17%
$56.96 - $57.62 $2.56K - $2.59K
27K $1.55M
AMZN
Amazon Com Inc

Consumer Cyclical
-107
- 3.78%
$213.04 - $254.0 $22.8K - $27.2K
2.72K $639K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-758
- 0.82%
$42.26 - $44.28 $32K - $33.6K
91.9K $4.02M
VGT
Vanguard Information Technolog

ETFs
-14
- 0.64%
$736.33 - $801.52 $10.3K - $11.2K
2.19K $1.65M
GOOGL
Alphabet Inc.

Communication Services
-111
- 3.65%
$236.57 - $291.31 $26.3K - $32.3K
2.93K $808K
IAU
Ishares Gold Trust

ETFs
-1.77K
- 3.35%
$72.65 - $82.5 $129K - $146K
51.1K $3.93M
GLD
Spdr Gold Trust

ETFs
-14
- 0.28%
$354.79 - $403.15 $4.97K - $5.64K
5.06K $1.9M
GOOG
Alphabet Inc.

Communication Services
-96
- 1.02%
$237.49 - $291.74 $22.8K - $28K
9.3K $2.66M
LLY
Eli Lilly & CO

Healthcare
-9
- 0.21%
$799.57 - $1025.28 $7.2K - $9.23K
4.28K $4.38M
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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