Turning Point Benefit Group, Inc. Portfolio Holdings by Sector
Turning Point Benefit Group, Inc.
- $105 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BIL WWJD SPLG TPSC SPEM FLOT IAUM BIBL 38 stocks |
$91 Million
88.52% of portfolio
|
  38  
|
- |
  38  
|
- |
0
Calls
0
Puts
|
Gold | Basic Materials
WPM 1 stocks |
$3.25 Million
3.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
EVRG SO WEC 3 stocks |
$1.07 Million
1.04% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA COF 3 stocks |
$1.02 Million
0.99% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$930,751
0.91% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
NOW 1 stocks |
$718,128
0.7% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$532,725
0.52% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
O 1 stocks |
$484,036
0.47% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$428,616
0.42% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Health Information Services | Healthcare
VEEV 1 stocks |
$393,328
0.38% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$385,782
0.38% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
HPE 1 stocks |
$347,152
0.34% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$314,537
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BSX 1 stocks |
$308,523
0.3% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
DLR 1 stocks |
$305,502
0.3% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
WCC 1 stocks |
$302,615
0.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
GD 1 stocks |
$300,056
0.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ITW 1 stocks |
$254,444
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$240,277
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$226,620
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|