Towneley Capital Management, Inc / De has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $442 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $125B, Vanguard Star Fd Vanguard Tota with a value of $50.7B, Pimco ETF Tr Inter Mun Bd Acti with a value of $44B, Harbor ETF Tr Harbor Long Term with a value of $29.1B, and Vanguard Sht Term Corp Bd ETF with a value of $26.5B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $426B to 442B.

Towneley Capital Management, Inc / De is based out at Laguna Hills, CA

Below you can find more details about Towneley Capital Management, Inc / De portfolio as well as his latest detailed transactions.

Portfolio value $442 Billion
ETFs: $441 Billion
Financial Services: $443 Million
Real Estate: $232 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $442 Billion
  • Prior Value $426 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Towneley Capital Management, Inc / De Portfolio

Follow Towneley Capital Management, Inc / De and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Towneley Capital Management, Inc / De, based on Form 13F filings with the SEC.

News

Stay updated on Towneley Capital Management, Inc / De with notifications on news.