Twelve Points Wealth Management LLC Incresed Positions in Q4 2024

Twelve Points Wealth Management LLC

  • $337 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
89.6K
+ 185.78%
$100.16 - $100.7 $8.98M - $9.03M
138K $13.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
90.8K
+ 13.68%
$91.29 - $91.8 $8.29M - $8.33M
754K $68.9M
VSH
Vishay Intertechnology Inc

Technology
93K
+ 738.74%
$15.17 - $19.41 $1.41M - $1.81M
106K $1.79M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
104K
+ 37.31%
$13.54 - $14.25 $1.41M - $1.48M
382K $5.35M
SRLN
Ssga Active Trust

ETFs
34.9K
+ 52.89%
$41.48 - $42.08 $1.45M - $1.47M
101K $4.21M
DBL
Double Line Opportunistic Credit Fund

Financial Services
86K
+ 29.37%
$15.17 - $15.89 $1.3M - $1.37M
379K $5.87M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
40.2K
+ 48.18%
$32.75 - $35.81 $1.32M - $1.44M
124K $4.08M
SWKS
Skyworks Solutions, Inc.

Technology
11.8K
+ 70.55%
$83.18 - $99.15 $983K - $1.17M
28.6K $2.53M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
31.8K
+ 70.85%
$26.01 - $28.19 $827K - $896K
76.6K $2M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.63K
+ 82.3%
$129.96 - $144.97 $602K - $671K
10.3K $1.43M
LYB
Lyondell Basell Industries N.V.

Basic Materials
14.6K
+ 70.69%
$72.97 - $96.75 $1.07M - $1.41M
35.3K $2.62M
EOG
Eog Resources Inc

Energy
5.26K
+ 27.22%
$118.22 - $136.54 $622K - $718K
24.6K $3.01M
CSCO
Cisco Systems, Inc.

Technology
5.7K
+ 12.73%
$52.45 - $60.02 $299K - $342K
50.5K $2.99M
BEN
Franklin Resources Inc

Financial Services
27.2K
+ 20.49%
$19.35 - $22.76 $526K - $618K
160K $3.24M
JBL
Jabil Inc

Technology
489
+ 2.72%
$118.97 - $147.77 $58.2K - $72.3K
18.5K $2.66M
RPG
Invesco Exchange Traded Fd Tr

ETFs
3.97K
+ 2.6%
$38.88 - $44.07 $155K - $175K
157K $6.46M
PEP
Pepsico Inc

Consumer Defensive
3.7K
+ 38.86%
$151.29 - $176.1 $560K - $652K
13.2K $2.01M
SBUX
Starbucks Corp

Consumer Cyclical
4.51K
+ 63.52%
$87.44 - $102.5 $395K - $463K
11.6K $1.06M
TXN
Texas Instruments Inc

Technology
1.8K
+ 13.07%
N/A
15.6K $3.04M
HGER
Harbor ETF Tr All Weather Infl
16.8K
+ 30.56%
$21.78 - $23.27 $365K - $390K
71.6K $1.59M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
21.6K
+ 24.1%
$21.96 - $24.21 $475K - $523K
111K $2.48M
EMR
Emerson Electric CO

Industrials
1.22K
+ 12.8%
$108.13 - $134.33 $132K - $164K
10.7K $1.33M
MSM
Msc Industrial Direct CO Inc

Industrials
5.17K
+ 60.53%
$73.09 - $90.18 $378K - $466K
13.7K $1.02M
XOM
Exxon Mobil Corp

Energy
4.17K
+ 22.9%
$105.51 - $125.37 $439K - $522K
22.3K $2.4M
PCAR
Paccar Inc

Industrials
1.94K
+ 16.14%
$97.92 - $118.41 $190K - $230K
14K $1.45M
HI
Hillenbrand, Inc.

Industrials
4.25K
+ 10.37%
$25.38 - $34.77 $108K - $148K
45.2K $1.39M
IBM
International Business Machines Corp

Technology
1.22K
+ 9.94%
$204.9 - $238.04 $250K - $291K
13.5K $2.97M
AMGN
Amgen Inc

Healthcare
1.38K
+ 73.77%
$258.78 - $328.31 $357K - $452K
3.25K $846K
DXC
Dxc Technology CO

Technology
14.4K
+ 20.93%
$19.59 - $22.83 $283K - $330K
83.5K $1.67M
CC
Chemours CO

Basic Materials
23.5K
+ 42.84%
$16.82 - $21.94 $395K - $515K
78.3K $1.32M
GEF
Greif, Inc

Consumer Cyclical
4.04K
+ 15.15%
$60.32 - $72.15 $243K - $291K
30.7K $1.88M
SNA
Snap On Inc

Industrials
85
+ 2.78%
$285.44 - $371.35 $24.3K - $31.6K
3.14K $1.07M
TROW
Price T Rowe Group Inc

Financial Services
1.38K
+ 25.22%
$106.48 - $124.69 $146K - $171K
6.83K $772K
INTC
Intel Corp

Technology
13.2K
+ 52.16%
$19.07 - $26.23 $252K - $346K
38.5K $771K
C
Citigroup Inc

Financial Services
1.34K
+ 12.5%
$61.31 - $72.5 $81.9K - $96.9K
12K $846K
MRK
Merck & Co., Inc.

Healthcare
3.46K
+ 28.15%
$96.31 - $114.76 $333K - $397K
15.8K $1.57M
CE
Celanese Corp

Basic Materials
6.2K
+ 157.8%
$67.03 - $136.68 $415K - $847K
10.1K $700K
TRN
Trinity Industries Inc

Industrials
4.29K
+ 11.35%
$32.58 - $38.37 $140K - $164K
42.1K $1.48M
EWBC
East West Bancorp Inc

Financial Services
785
+ 12.5%
$80.04 - $111.23 $62.8K - $87.3K
7.07K $676K
KR
Kroger CO

Consumer Defensive
1.48K
+ 9.51%
$55.21 - $63.3 $81.9K - $93.9K
17.1K $1.05M
MCD
Mcdonalds Corp

Consumer Cyclical
667
+ 23.14%
$288.47 - $316.54 $192K - $211K
3.55K $1.03M
CTSH
Cognizant Technology Solutions Corp

Technology
1.9K
+ 19.41%
$74.37 - $82.32 $141K - $156K
11.7K $899K
BWA
Borgwarner Inc

Consumer Cyclical
10.2K
+ 23.12%
$31.48 - $35.49 $321K - $362K
54.2K $1.72M
ATKR
Atkore Inc.

Industrials
1.67K
+ 9.81%
$82.02 - $104.45 $137K - $175K
18.7K $1.56M
CMI
Cummins Inc

Industrials
104
+ 3.28%
$324.93 - $383.42 $33.8K - $39.9K
3.27K $1.14M
AON
Aon PLC

Financial Services
236
+ 10.3%
$344.14 - $393.31 $81.2K - $92.8K
2.53K $907K
FE
Firstenergy Corp

Utilities
3.97K
+ 38.59%
$39.14 - $44.52 $155K - $177K
14.2K $566K
UNH
Unitedhealth Group Inc

Healthcare
407
+ 32.61%
$485.52 - $625.25 $198K - $254K
1.66K $837K
PPL
Ppl Corp

Utilities
3.49K
+ 26.87%
$31.47 - $35.0 $110K - $122K
16.5K $535K
Activity Summary
Buys All Purchases 89 New Holdings 7 Increased Positions 82 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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