Towerpoint-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ABT", "ABBV", "GOOGL", "AVGO", null, null, null, "DMLP", null, "HD", null, null, "QCOM", null, null, "IVW", "IJH", null, null, null, null, null, null, null, "MSFT", null, "IJR", "IWD", null, "IWF", "PEP", "UNH", "AAPL", "SPY", "NVDA", "PG", "MRK", null, "SPDW", "GLD", null, null, "SPYG", "SYK", "VNQ", "VO", "VOE", "VCIT", "VIG", "IWN", "AFL", "AMZN", "IVE", "VGT", "ESGV", "VUG", "VEA", "VBK", "BNDX", "VTEB", "VBR", "VTV", "V", "WMT", "WFC", null, null, null, "SPYV", null, "COST", "EFA", "DIS", "GOOG", "XOM", "LLY", "TSLA", "NFLX", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-09
- Total Holdings
- 81
- Total Value
- 201756241
- Accession Number
- 0001085146-25-001961
- Form Type
- 13F-HR
- Manager Name
- Towerpoint-Wealth
Data Enrichment
69% identified56 identified25 unidentified
Holdings
81 positions • $201.8M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
Walt Disney Co(DIScusip254687106) | 2.1K | QoQ +0.67% (-14)YoY -9.12% (-209) | All Managers (Combined) | $205.5K | 0.1% ($205.5K/$201.8M) |