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  Name: Towercrest Capital Management
  City: NEWTOWN
  State: PA
  Zip: 18940
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $592,815,000
  Total Value Change : $33,803,000
  Securities Held Change : 2
   
All Securities Held : 107
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 40
  Unchanged Positions : 28
  Decreased Positions : 36

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LLY)1 Year Chart         LLY Eli Lilly & Co 61 New $878.45 $625,000 804 0.11% 625,000 804 0    Drug Manufacturers - ...
   (COST)1 Year Chart         COST Costco Wholesale Corp 95 New $855.67 $257,000 351 0.04% 257,000 351 0    Discount, Variety Stores
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 105 New $405.54 $215,000 512 0.04% 215,000 512 0    Property & Casualty I...

      3 Records Found
  1    
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