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Name: |
Towerpoint Wealth LLC |
City: |
SACRAMENTO |
State: |
CA |
Zip: |
95814 |
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Holdings
Found :
7 |
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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 |
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IVV |
iShares Core S&P 500 Etf |
59 |
New |
$525.96 |
$346,000 |
658 |
0.17% |
346,000 |
658 |
0 |
Closed - End Fund - E... |
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SYK |
Stryker Corp |
70 |
New |
$324.30 |
$238,000 |
664 |
0.12% |
238,000 |
664 |
0 |
Medical Instruments &... |
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JPM |
JP Morgan Chase & Co |
73 |
New |
$201.51 |
$227,000 |
1,133 |
0.11% |
227,000 |
1,133 |
0 |
Domestic Money Center... |
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CAT |
Caterpillar Inc |
76 |
New |
$358.18 |
$223,000 |
608 |
0.11% |
223,000 |
608 |
0 |
Farm & Construction M... |
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EMNT |
Pimco Enhanced Short Maturi... |
80 |
New |
$0.00 |
$207,000 |
2,100 |
0.1% |
207,000 |
2,100 |
0 |
N/A |
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WFC |
Wells Fargo & Co |
81 |
New |
$61.89 |
$206,000 |
3,561 |
0.1% |
206,000 |
3,561 |
0 |
Domestic Money Center... |
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GE |
General Electric Co |
82 |
New |
$160.00 |
$200,000 |
1,140 |
0.1% |
200,000 |
1,140 |
0 |
Conglomerates |
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