Long-term investor
Towerpoint Wealth, LLC @towerpointwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001731445).
Record
- Tracked since 2025-06-30 (448 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months n/a · 1 year +16.8% · all +16.8%
- Max drawdown n/a · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908744 · 10.9% · long · since 2025-06-30
- 922908736 · 10.7% · long · since 2025-06-30
- 921943858 · 6.5% · long · since 2025-06-30
- 922908629 · 6.3% · long · since 2025-06-30
- 92206C870 · 5.4% · long · since 2025-06-30
- 87283Q602 · 4.8% · long · since 2025-06-30
- 922908595 · 3.6% · long · since 2025-06-30
- 922908611 · 3.1% · long · since 2025-06-30
- 33734H106 · 2.5% · long · since 2025-06-30
- 464287598 · 2.3% · long · since 2025-06-30
- 025072802 · 1.9% · long · since 2026-03-31
- LLY · 1.9% · long · since 2025-06-30