Towerpoint Wealth, LLC Sells in Q3 2025

Towerpoint Wealth, LLC

  • $239 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
-33.5K
- 16.19%
$81.75 - $84.54 $2.74M - $2.83M
174K $14.6M
V
Visa Inc.

Financial Services
-932
- 52.48%
$332.09 - $358.86 $310K - $334K
844 $288K
HYG
Ishares Tr

ETFs
-1.24K
- 6.21%
$79.85 - $81.32 $98.7K - $101K
18.7K $1.52M
NFLX
Netflix Inc

Communication Services
-2
- 0.68%
$1147.87 - $1297.18 $2.3K - $2.59K
294 $352K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-290
- 11.51%
$98.41 - $98.89 $28.5K - $28.7K
2.23K $220K
SYK
Stryker Corp

Healthcare
-13
- 1.81%
$368.57 - $403.53 $4.79K - $5.25K
705 $260K
ABT
Abbott Laboratories

Healthcare
-41
- 0.63%
$120.51 - $136.62 $4.94K - $5.6K
6.49K $869K
FCAL
First Tr Iii Calif Mun High In

ETFs
-367
- 4.86%
$47.44 - $48.99 $17.4K - $18K
7.18K $350K
QCOM
Qualcomm Inc

Technology
-113
- 6.34%
$145.84 - $173.55 $16.5K - $19.6K
1.67K $277K
MRK
Merck & Co., Inc.

Healthcare
-230
- 5.83%
$77.6 - $87.37 $17.8K - $20.1K
3.71K $311K
UNH
Unitedhealth Group Inc

Healthcare
-56
- 8.26%
$237.77 - $353.61 $13.3K - $19.8K
622 $214K
VOE
Vanguard Mid Cap Value Index F

ETFs
-60
- 3.14%
$164.63 - $174.58 $9.88K - $10.5K
1.85K $322K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.37K
- 8.22%
$108.97 - $121.65 $150K - $167K
15.3K $1.85M
AFL
Aflac Inc

Financial Services
-11
- 0.45%
$98.09 - $111.7 $1.08K - $1.23K
2.43K $271K
IVV
Ishares Core S&P 500 ETF

ETFs
-1
- 0.3%
$620.67 - $670.08 $621 - $670
327 $218K
VGT
Vanguard Information Technolog

ETFs
-158
- 6.7%
$656.44 - $753.15 $104K - $119K
2.2K $1.58M
IVE
Ishares S&P 500 Value ETF

ETFs
-205
- 3.68%
$194.44 - $206.51 $39.9K - $42.3K
5.36K $1.11M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-38
- 1.73%
$98.99 - $112.2 $3.76K - $4.26K
2.16K $238K
ILCV
Ishares Morningstar Value ETF

ETFs
-36
- 0.75%
$82.86 - $90.02 $2.98K - $3.24K
4.77K $429K
ISCV
Ishares Morningstar Small Cap

ETFs
-19
- 0.34%
$61.33 - $67.87 $1.17K - $1.29K
5.65K $376K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-2
- 0.19%
$284.45 - $324.95 $569 - $650
1.03K $328K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-160
- 1.16%
$87.29 - $93.61 $14K - $15K
13.6K $1.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.1K
- 2.91%
$62.09 - $66.51 $68.1K - $72.9K
36.6K $2.39M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-28
- 0.13%
$52.12 - $55.33 $1.46K - $1.55K
21.3K $1.18M
MSFT
Microsoft Corp

Technology
-35
- 0.88%
$491.09 - $535.64 $17.2K - $18.7K
3.95K $2.05M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.66K
- 3.79%
$39.8 - $42.86 $145K - $157K
92.7K $3.97M
AVGO
Broadcom Inc.

Technology
-19
- 1.37%
$264.74 - $369.57 $5.03K - $7.02K
1.37K $451K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-42
- 0.42%
$82.29 - $90.77 $3.46K - $3.81K
9.91K $897K
WMT
Walmart Inc.

Consumer Defensive
-112
- 0.59%
$94.4 - $104.27 $10.6K - $11.7K
18.8K $1.93M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-442
- 4.9%
$420.11 - $472.68 $186K - $209K
8.57K $3.94M
IWD
Ishares Russell 1000 Val ETF

ETFs
-378
- 1.3%
$192.76 - $203.86 $72.9K - $77.1K
28.6K $5.8M
SPYG
Spdr Portfolio

ETFs
-1.6K
- 4.12%
$94.33 - $105.31 $150K - $168K
37.2K $3.88M
ABBV
Abb Vie Inc.

Healthcare
-63
- 1.3%
$184.85 - $231.54 $11.6K - $14.6K
4.79K $1.11M
KOMP
Spdr S&P Kensho New Economies

ETFs
-1.04K
- 1.03%
$54.38 - $62.69 $56.7K - $65.4K
100K $5.99M
IAU
Ishares Gold Trust

ETFs
-236
- 0.44%
$61.62 - $72.77 $14.5K - $17.2K
52.9K $3.85M
VUG
Vanguard Growth ETF

ETFs
-1.29K
- 2.01%
$433.97 - $484.08 $562K - $626K
63.1K $30.3M
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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