Fund HoldingsTwelve Points Wealth Management LLC

Total Portfolio Value
$317.84M
Total Bought
$44.91M
Total Sold
$13.79M
Net Transaction
+$31.12M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
0663,196+663,196060,88819.16%+60,888
ISHARES TR9,77548,247+38,4729844,8591.53%+3,875
ASA GOLD AND PRECIOUS MTLS L
SHS
528,444542,838+14,3949,26911,2803.55%+2,011
NEW YORK LIFE INVESTMENTS ET
HEDGE MULTI STRA
057,321+57,32101,8390.58%+1,839
SPDR SER TR
ST LONG BD ETF
443,379487,400+44,0219,99811,7763.70%+1,777
EXCHANGE TRADED CONCEPTS TRU043,045+43,04501,6880.53%+1,688
ISHARES TR
CORE UNIVRSL USD
184,930205,158+20,2288,3639,6673.04%+1,305
HARBOR ETF TRUST
COMM ALL WEA ETF
054,855+54,85501,2400.39%+1,240
FIRST TR EXCH TRADED FD III360,710403,607+42,8976,2627,3052.30%+1,043
INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
157,431164,458+7,0277,4658,4662.66%+1,001
ISHARES GOLD TR(IAU)106,584113,504+6,9204,6825,6411.77%+959
FRANKLIN RESOURCES INC(BEN)0132,569+132,56902,6710.84%+2,671
INTERNATIONAL BUSINESS MACHS(IBM)11,20312,279+1,0761,9382,7150.85%+777
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)09,795+9,79507560.24%+756
DOUBLELINE OPPORTUNISTIC CR254,715292,701+37,9863,9124,6311.46%+718
DXC TECHNOLOGY CO(DXC)38,52069,022+30,5027351,4320.45%+697
STARBUCKS CORP(SBUX)07,106+7,10606930.22%+693
BELDEN INC21,46022,816+1,3562,0132,6720.84%+659
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
184,675195,475+10,8009,0039,6123.02%+609
CHEMOURS CO(CC)054,835+54,83501,1140.35%+1,114
NUVEEN S&P 500 BUY-WRITE INC239,864278,478+38,6143,2383,8211.20%+583
SPDR SER TR
ST STR PFD ETF
71,28583,360+12,0752,4192,9730.94%+554
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
147,605152,648+5,0435,5005,9941.89%+495
SPDR GOLD TR(GLD)17,68717,643-443,8034,2881.35%+485
CRANE COMPANY(CR)3,8536,335+2,4825591,0030.32%+444
HARLEY DAVIDSON INC(HOG)041,472+41,47201,5980.50%+1,598
ONEOK INC NEW(OKE)25,23727,095+1,8582,0582,4690.78%+411
CLEVELAND-CLIFFS INC NEW(CLF)0133,717+133,71701,7080.54%+1,708
SSGA ACTIVE ETF TR
ST STR BL LN ETF
56,11365,926+9,8132,3462,7530.87%+408
CISCO SYS INC(CSCO)41,71044,791+3,0811,9822,3840.75%+402
TEXAS INSTRS INC(TXN)12,64113,800+1,1592,4592,8510.90%+391
BORGWARNER INC37,79644,058+6,2621,2191,5990.50%+380
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
07,046+7,04603580.11%+358
C H ROBINSON WORLDWIDE INC(CHRW)12,56413,203+6391,1071,4570.46%+350
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
82,56089,705+7,1451,8442,1840.69%+341
JABIL INC(JBL)017,982+17,98202,1550.68%+2,155
HUNTSMAN CORP(HUN)52,79263,449+10,6571,2021,5350.48%+333
ISHARES TR02,946+2,94603260.10%+326
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
31,16932,841+1,6722,6002,9200.92%+320
ARTISAN PARTNERS ASSET MGMT(APAM)069,083+69,08302,9930.94%+2,993
APPLE INC(AAPL)19,02618,513-5134,0074,3141.36%+306
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
013,479+13,47902,4150.76%+2,415
GREIF INC(GEF)026,648+26,64801,6700.53%+1,670
TRINITY INDS INC(TRN)35,02837,772+2,7441,0481,3160.41%+268
INVESCO EXCHANGE TRADED FD T
S&P SML600 VAL
14,79715,841+1,0441,4681,7320.54%+264
JOHNSON & JOHNSON(JNJ)012,196+12,19601,9770.62%+1,977
LEVI STRAUSS & CO NEW(LEVI)42,98649,514+6,5288291,0790.34%+251
ABBVIE INC(ABBV)5,6276,135+5089651,2120.38%+246
MAGNA INTL INC(MGA)024,601+24,60101,0100.32%+1,010
VISHAY INTERTECHNOLOGY INC(VSH)012,593+12,59302380.07%+238
ISHARES TR
CORE DIV GRWTH
054,161+54,16103,3951.07%+3,395
AMDOCS LTD(DOX)02,635+2,63502310.07%+231
LOWES COS INC(LOW)0848+84802300.07%+230
SIMPLIFY EXCHANGE TRADED FUN
MULTI QIS ALTERN
09,146+9,14602250.07%+225
FREEPORT-MCMORAN INC(FCX)37,42740,633+3,2061,8192,0280.64%+209
FARMERS NATIONAL BANC CORP(FMNB)54,26958,614+4,3456788860.28%+208
3M CO(MMM)4,2164,656+4404316370.20%+206
ISHARES TR01,066+1,06602020.06%+202
CUMMINS INC(CMI)03,166+3,16601,0250.32%+1,025
MERCHANTS BANCORP IND(MBIN)034,012+34,01201,5290.48%+1,529
EXXON MOBIL CORP16,80418,184+1,3801,9342,1320.67%+197
AMERICAN EXPRESS CO(AXP)4,5644,591+271,0571,2450.39%+188
MCDONALDS CORP(MCD)02,882+2,88208770.28%+877
GRAINGER W W INC(GWW)01,050+1,05001,0910.34%+1,091
AON PLC(AON)02,291+2,29107930.25%+793
LYONDELLBASELL INDUSTRIES N
SHS - A -
18,83420,660+1,8261,8021,9810.62%+180
ACUITY BRANDS INC(AYI)03,778+3,77801,0400.33%+1,040
UNITEDHEALTH GROUP INC(UNH)1,0921,248+1565567300.23%+174
KROGER CO(KR)015,610+15,61008940.28%+894
SNAP ON INC(SNA)03,059+3,05908860.28%+886
WALGREENS BOOTS ALLIANCE INC035,254+35,25403160.10%+316
JPMORGAN CHASE & CO.(JPM)16,11016,101-93,2583,3951.07%+137
PEPSICO INC(PEP)09,526+9,52601,6200.51%+1,620
ISHARES TR4,7625,627+8656077420.23%+135
NEW YORK CMNTY BANCORP INC(FLG)012,040+12,04001350.04%+135
MSC INDL DIRECT INC(MSM)08,539+8,53907350.23%+735
SPDR SER TR
ST STR SP600GRWO
018,443+18,44301,7170.54%+1,717
SSGA ACTIVE ETF TR
ST STR REAL ETF
047,225+47,22501,3570.43%+1,357
BOOZ ALLEN HAMILTON HLDG COR6,5316,958+4271,0051,1320.36%+127
EOG RES INC(EOG)17,86919,320+1,4512,2492,3750.75%+126
RTX CORPORATION(RTX)4,8895,077+1884916150.19%+124
PPL CORP(PPL)11,24412,999+1,7553114300.14%+119
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 VL
012,647+12,64701,4980.47%+1,498
FIRSTENERGY CORP(FE)8,98010,276+1,2963444560.14%+112
EAST WEST BANCORP INC(EWBC)5,6096,281+6724115200.16%+109
AUTOMATIC DATA PROCESSING IN02,807+2,80707770.24%+777
FLUTTER ENTMT PLC(FLUT)01,971+1,97104680.15%+468
BERKSHIRE HATHAWAY INC DEL01,817+1,81708360.26%+836
CARRIER GLOBAL CORPORATION(CARR)5,3415,34103374300.14%+93
SPDR INDEX SHS FDS
ST STR INFRA ETF
04,771+4,77102940.09%+294
MERCADOLIBRE INC(MELI)283271-124655560.17%+91
DANAHER CORPORATION(DHR)02,662+2,66207400.23%+740
UNILEVER PLC(UL)8,4118,469+584635500.17%+88
VISA INC(V)05,339+5,33901,4680.46%+1,468
ANGEL OAK FINL STRATEGIES IN096,746+96,74601,2790.40%+1,279
SERA PROGNOSTICS INC43,38843,38802573380.11%+82
EMERSON ELEC CO(EMR)8,7079,514+8079591,0410.33%+81
ISHARES TR
CORE MSCI TOTAL
010,064+10,06407310.23%+731
VANECK ETF TRUST
PHARMACEUTCL ETF
44,46143,576-8854,0674,1411.30%+74
ISHARES TR13,99013,989-19391,0110.32%+72
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