Turning Point Benefit Group
Latest statistics and disclosures from Turning Point Benefit Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, SPLG, WWJD, FLOT, WPM, and represent 37.88% of Turning Point Benefit Group's stock portfolio.
- Added to shares of these 10 stocks: FLOT, DFIV, VYMI, CGMS, FDL, CGDV, MOTI, MOAT, PSC, TFLR.
- Started 680 new stock positions in REVG, ONTO, ACMR, AKAM, MDT, KLAC, HLT, OZK, STAG, CWCO.
- Reduced shares in these 10 stocks: BIL, SPLG, WWJD, TPSC, VYM, IJR, GOOGL, PDBC, BIBL, QQQ.
- Turning Point Benefit Group was a net buyer of stock by $26M.
- Turning Point Benefit Group has $166M in assets under management (AUM), dropping by 25.53%.
- Central Index Key (CIK): 0002008513
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Portfolio Holdings for Turning Point Benefit Group
Turning Point Benefit Group holds 758 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Turning Point Benefit Group has 758 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Turning Point Benefit Group Sept. 30, 2025 positions
- Download the Turning Point Benefit Group September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Etf (BIL) | 16.2 | $27M | -14% | 294k | 91.46 |
|
| Spdr Series Trust Etf (SPLG) | 6.6 | $11M | -22% | 139k | 78.63 |
|
| Northern Lts Fd Tr Iv Etf (WWJD) | 6.1 | $10M | -22% | 284k | 35.50 |
|
| Ishares Tr Etf (FLOT) | 5.5 | $9.1M | +74% | 178k | 50.90 |
|
| Wheaton Precious Metals Corp (WPM) | 3.5 | $5.9M | -2% | 53k | 111.47 |
|
| Capital Group U S Multi Sec Etf (CGMS) | 3.3 | $5.4M | +79% | 194k | 27.81 |
|
| Dimensional Etf Trust Etf (DFIV) | 2.8 | $4.7M | +262% | 101k | 46.28 |
|
| Spdr Index Shs Fds Etf (SPEM) | 2.5 | $4.1M | -5% | 87k | 47.10 |
|
| Timothy Plan cmn (TPSC) | 2.4 | $4.0M | -28% | 97k | 41.54 |
|
| Vanguard Whitehall Fds Etf (VYMI) | 2.4 | $4.0M | +197% | 47k | 85.03 |
|
| Rowe Price Etf Etf (TFLR) | 2.0 | $3.2M | +72% | 63k | 51.48 |
|
| Invesco Exch Traded Fd Tr Ii Etf (QQQM) | 1.8 | $2.9M | +43% | 12k | 248.33 |
|
| Ishares Gold Tr (IAUM) | 1.6 | $2.7M | 69k | 38.55 |
|
|
| Spdr Gold Tr Etf (GLD) | 1.5 | $2.4M | +13% | 6.9k | 356.03 |
|
| First Tr Exchange-traded Etf (FDL) | 1.5 | $2.4M | +155% | 55k | 43.86 |
|
| Capital Group Dividend Value Etf (CGDV) | 1.4 | $2.4M | +158% | 57k | 42.29 |
|
| Vaneck Etf Trust Etf (MOTI) | 1.4 | $2.3M | +169% | 62k | 37.53 |
|
| Vaneck Etf Trust Etf (MOAT) | 1.4 | $2.3M | +167% | 23k | 100.47 |
|
| Ishares Etf (SLVP) | 1.4 | $2.3M | +33% | 83k | 27.57 |
|
| Invesco Exchange Traded Fd T Etf (RSP) | 1.4 | $2.3M | +146% | 12k | 190.13 |
|
| Ishares Etf (RING) | 1.3 | $2.2M | +44% | 34k | 65.57 |
|
| Northern Lts Fd Tr Iv inspire 100etf (BIBL) | 1.3 | $2.2M | -11% | 50k | 44.63 |
|
| Taiwan Semiconductor Mfg (TSM) | 1.3 | $2.1M | +13% | 7.3k | 288.47 |
|
| Timothy Plan intl etf (TPIF) | 1.1 | $1.8M | +64% | 52k | 33.55 |
|
| Microsoft Corporation (MSFT) | 1.0 | $1.6M | +13% | 3.1k | 519.71 |
|
| Ishares Tr Etf (SHV) | 1.0 | $1.6M | -11% | 14k | 110.15 |
|
| Timothy Plan us lrg cap cor (TPLC) | 0.9 | $1.5M | -4% | 33k | 46.30 |
|
| Principal Exchange Traded Etf (PSC) | 0.9 | $1.4M | NEW | 25k | 56.71 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $1.4M | +14% | 7.6k | 187.25 |
|
| Ishares Tr Etf (IJJ) | 0.8 | $1.4M | +207% | 11k | 130.29 |
|
| Veeva Sys Inc cl a (VEEV) | 0.7 | $1.2M | +66% | 4.2k | 293.26 |
|
| Invesco Exch Trd Slf Idx Etf (BSJT) | 0.7 | $1.1M | +54% | 53k | 21.61 |
|
| Invesco Exch Trd Slf Idx Etf (BSJS) | 0.7 | $1.1M | +55% | 51k | 22.09 |
|
| Invesco Exch Trd Slf Idx Etf (BSJR) | 0.7 | $1.1M | +55% | 50k | 22.75 |
|
| Timothy Plan hig dv stk etf (TPHD) | 0.7 | $1.1M | +4% | 28k | 39.27 |
|
| Invesco Actvely Mngd Etc Etf (PDBC) | 0.6 | $1.1M | -21% | 80k | 13.41 |
|
| Northern Lts Fd Tr Iv Etf (IBD) | 0.6 | $938k | -8% | 39k | 24.17 |
|
| Valero Energy Corporation (VLO) | 0.6 | $924k | +8% | 5.5k | 167.67 |
|
| Spdr Series Trust Etf (BILS) | 0.5 | $887k | +7% | 8.9k | 99.22 |
|
| Realty Income (O) | 0.5 | $839k | +14% | 14k | 60.46 |
|
| Evergy (EVRG) | 0.5 | $834k | +13% | 11k | 76.23 |
|
| Pentair cs (PNR) | 0.5 | $818k | +12% | 7.4k | 110.50 |
|
| Vanguard Whitehall Fds Etf (VYM) | 0.5 | $784k | -41% | 5.6k | 141.08 |
|
| Wec Energy Group (WEC) | 0.5 | $760k | +10% | 6.7k | 112.99 |
|
| Schwab Strategic Tr Etf (SCHG) | 0.4 | $717k | -14% | 22k | 32.09 |
|
| Barrick Mining Corp (B) | 0.4 | $695k | NEW | 21k | 33.71 |
|
| MasterCard Incorporated (MA) | 0.4 | $691k | +23% | 1.2k | 573.77 |
|
| Visa (V) | 0.4 | $688k | +19% | 2.0k | 347.83 |
|
| Omega Healthcare Investors (OHI) | 0.4 | $613k | +15% | 15k | 42.31 |
|
| General Dynamics Corporation (GD) | 0.4 | $587k | +13% | 1.7k | 340.75 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $585k | +45% | 5.2k | 111.99 |
|
| Essex Property Trust (ESS) | 0.3 | $577k | +16% | 2.2k | 266.59 |
|
| WESCO International (WCC) | 0.3 | $563k | +24% | 2.6k | 212.69 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $537k | +5% | 585.00 | 917.34 |
|
| Timothy Plan | 0.3 | $528k | +11% | 20k | 26.05 |
|
| Digital Realty Trust (DLR) | 0.3 | $520k | +21% | 3.0k | 171.45 |
|
| Zscaler Incorporated (ZS) | 0.3 | $504k | +10% | 1.7k | 304.53 |
|
| Steris Plc Ord equities (STE) | 0.3 | $434k | +13% | 1.8k | 241.30 |
|
| Alphabet Inc Class C cs (GOOG) | 0.2 | $406k | NEW | 1.7k | 245.54 |
|
| Ishares Tr Etf (HYDB) | 0.2 | $404k | NEW | 8.5k | 47.68 |
|
| Illinois Tool Works (ITW) | 0.2 | $380k | +2% | 1.5k | 259.92 |
|
| Vistra Energy (VST) | 0.2 | $380k | +6% | 1.9k | 201.51 |
|
| Cintas Corporation (CTAS) | 0.2 | $366k | +13% | 1.8k | 203.64 |
|
| Agnico (AEM) | 0.2 | $358k | +6% | 2.1k | 170.19 |
|
| Eversource Energy (ES) | 0.2 | $348k | +10% | 4.9k | 71.60 |
|
| Apple (AAPL) | 0.2 | $332k | NEW | 1.3k | 255.45 |
|
| McDonald's Corporation (MCD) | 0.2 | $331k | NEW | 1.1k | 300.52 |
|
| Schwab Strategic Tr Etf (SCHV) | 0.2 | $329k | +20% | 11k | 29.17 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $326k | -11% | 3.4k | 95.85 |
|
| Northern Lts Fd Tr Iv Etf (GLRY) | 0.2 | $324k | -17% | 8.7k | 37.27 |
|
| Palo Alto Networks (PANW) | 0.2 | $311k | +12% | 1.5k | 206.80 |
|
| Southern Company (SO) | 0.2 | $310k | +14% | 3.3k | 94.80 |
|
| Invesco Qqq Tr Etf (QQQ) | 0.2 | $310k | -42% | 513.00 | 603.25 |
|
| Hewlett Packard Enterprise (HPE) | 0.2 | $289k | 12k | 24.93 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.2 | $269k | NEW | 238.00 | 1128.87 |
|
| Capital One Financial (COF) | 0.2 | $268k | +8% | 1.3k | 213.48 |
|
| Northern Lts Fd Tr Iv Etf (BLES) | 0.1 | $248k | NEW | 5.8k | 42.68 |
|
| Ishares Tr Etf (IDEV) | 0.1 | $230k | NEW | 2.8k | 80.67 |
|
| CSX Corporation (CSX) | 0.1 | $227k | NEW | 6.5k | 35.00 |
|
| Vanguard Intl Equity Index F Etf (VGK) | 0.1 | $217k | 2.7k | 80.72 |
|
|
| Ishares Tr Etf (HEFA) | 0.1 | $213k | -48% | 5.3k | 39.86 |
|
| Abbvie (ABBV) | 0.1 | $213k | NEW | 871.00 | 244.38 |
|
| Acnb Corp (ACNB) | 0.1 | $198k | NEW | 4.5k | 43.51 |
|
| Servicenow (NOW) | 0.1 | $194k | NEW | 213.00 | 912.43 |
|
| RBB Etf (TBIL) | 0.1 | $189k | NEW | 3.8k | 49.85 |
|
| Oneok (OKE) | 0.1 | $185k | NEW | 2.5k | 72.98 |
|
| Ishares Tr Etf (IJH) | 0.1 | $170k | NEW | 2.6k | 65.49 |
|
| Wp Carey (WPC) | 0.1 | $162k | NEW | 2.4k | 68.47 |
|
| ConocoPhillips (COP) | 0.1 | $161k | NEW | 1.7k | 95.46 |
|
| Amazon (AMZN) | 0.1 | $161k | NEW | 729.00 | 220.63 |
|
| Caterpillar (CAT) | 0.1 | $160k | NEW | 332.00 | 480.82 |
|
| Select Sector Spdr Tr Etf (XLC) | 0.1 | $156k | NEW | 1.3k | 116.71 |
|
| Spdr S&p 500 Etf Tr Etf (SPY) | 0.1 | $154k | NEW | 230.00 | 668.45 |
|
| Lam Research (LRCX) | 0.1 | $153k | NEW | 1.1k | 142.79 |
|
| Kinross Gold Corp (KGC) | 0.1 | $151k | NEW | 5.9k | 25.45 |
|
| Select Sector Spdr Tr Etf (XLU) | 0.1 | $144k | NEW | 1.6k | 88.05 |
|
| Invesco Exch Traded Fd Tr Ii Etf (RWL) | 0.1 | $144k | -47% | 1.3k | 110.77 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $142k | NEW | 188.00 | 755.22 |
|
| Select Sector Spdr Tr Etf (XLRE) | 0.1 | $141k | NEW | 3.3k | 42.13 |
|
| Palantir Technologies (PLTR) | 0.1 | $140k | NEW | 754.00 | 184.95 |
|
| Broadcom (AVGO) | 0.1 | $139k | NEW | 417.00 | 333.39 |
|
| Applied Materials (AMAT) | 0.1 | $136k | -43% | 626.00 | 217.74 |
|
| ON Semiconductor (ON) | 0.1 | $136k | NEW | 2.8k | 48.35 |
|
| PPL Corporation (PPL) | 0.1 | $135k | NEW | 3.7k | 36.59 |
|
| Ishares Tr Etf (EFA) | 0.1 | $135k | NEW | 1.4k | 94.14 |
|
| IDEX Corporation (IEX) | 0.1 | $130k | NEW | 789.00 | 164.10 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $128k | NEW | 711.00 | 179.38 |
|
| Pacer Fds Tr us cash cows 100 (COWZ) | 0.1 | $125k | -48% | 2.2k | 57.82 |
|
| Duke Energy (DUK) | 0.1 | $125k | NEW | 1.0k | 122.38 |
|
| Ishares Tr Etf (ICSH) | 0.1 | $122k | -48% | 2.4k | 50.58 |
|
| Copart (CPRT) | 0.1 | $121k | NEW | 2.7k | 45.09 |
|
| Deere & Company (DE) | 0.1 | $118k | NEW | 261.00 | 451.73 |
|
| McKesson Corporation (MCK) | 0.1 | $117k | NEW | 153.00 | 765.08 |
|
| Ishares Tr Etf (IDV) | 0.1 | $110k | NEW | 3.0k | 36.62 |
|
| Ishares Etf (IEMG) | 0.1 | $106k | NEW | 1.6k | 66.44 |
|
| Hp (HPQ) | 0.1 | $105k | NEW | 3.9k | 26.70 |
|
| Citigroup (C) | 0.1 | $104k | NEW | 1.1k | 98.72 |
|
| Monster Beverage Corp (MNST) | 0.1 | $102k | NEW | 1.5k | 67.43 |
|
| Cummins (CMI) | 0.1 | $89k | NEW | 209.00 | 424.65 |
|
| Fortive (FTV) | 0.1 | $88k | NEW | 1.8k | 50.08 |
|
| Sei Exchange Traded Funds Etf (SEIM) | 0.1 | $87k | NEW | 1.9k | 45.22 |
|
| Sei Exchange Traded Funds Etf (SEIV) | 0.1 | $84k | NEW | 2.2k | 39.03 |
|
| Vanguard Mun Bd Fds Etf (VTEB) | 0.1 | $84k | NEW | 1.7k | 49.99 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $82k | NEW | 594.00 | 138.58 |
|
| Cadence Design Systems (CDNS) | 0.0 | $79k | NEW | 224.00 | 351.97 |
|
| AmerisourceBergen (COR) | 0.0 | $74k | NEW | 237.00 | 311.77 |
|
| Sei Exchange Traded Funds Etf (SEEM) | 0.0 | $73k | NEW | 2.4k | 30.44 |
|
| Motorola Solutions (MSI) | 0.0 | $73k | NEW | 160.00 | 456.93 |
|
| Yum China Holdings (YUMC) | 0.0 | $69k | NEW | 1.6k | 43.12 |
|
| Verisign (VRSN) | 0.0 | $66k | NEW | 239.00 | 274.92 |
|
| Invesco Exchange Traded Fd T Etf (PHO) | 0.0 | $66k | NEW | 910.00 | 72.12 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $64k | -84% | 261.00 | 244.91 |
|
| salesforce (CRM) | 0.0 | $61k | NEW | 260.00 | 235.69 |
|
| Vanguard Index Fds Etf (VBK) | 0.0 | $58k | NEW | 195.00 | 298.75 |
|
| Union Pacific Corporation (UNP) | 0.0 | $58k | NEW | 245.00 | 234.74 |
|
| Wisdomtree Tr Etf (EPI) | 0.0 | $57k | NEW | 1.3k | 44.46 |
|
| Vanguard Index Fds Etf (VTV) | 0.0 | $57k | NEW | 305.00 | 186.87 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $56k | NEW | 68.00 | 825.42 |
|
| Vanguard Index Fds Etf (VBR) | 0.0 | $54k | NEW | 259.00 | 209.47 |
|
| First Tr Exchange Traded Etf (FGD) | 0.0 | $54k | NEW | 1.9k | 28.83 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $53k | NEW | 100.00 | 530.73 |
|
| Wal-Mart Stores (WMT) | 0.0 | $52k | NEW | 508.00 | 101.96 |
|
| Chevron Corporation (CVX) | 0.0 | $49k | NEW | 314.00 | 154.60 |
|
| Merck & Co (MRK) | 0.0 | $46k | NEW | 512.00 | 90.13 |
|
| Williams Companies (WMB) | 0.0 | $46k | NEW | 723.00 | 63.69 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $45k | NEW | 362.00 | 123.23 |
|
| Dominion Resources (D) | 0.0 | $45k | NEW | 732.00 | 60.90 |
|
| Ishares Tr Etf (IEFA) | 0.0 | $44k | NEW | 505.00 | 87.90 |
|
| Sei Exchange Traded Funds Etf (SEIS) | 0.0 | $44k | NEW | 1.6k | 27.90 |
|
| Johnson & Johnson (JNJ) | 0.0 | $42k | NEW | 223.00 | 186.00 |
|
| Vanguard Index Fds Etf (VOO) | 0.0 | $41k | NEW | 67.00 | 614.57 |
|
| UnitedHealth (UNH) | 0.0 | $41k | NEW | 118.00 | 348.30 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $40k | NEW | 852.00 | 47.43 |
|
| Sei Exchange Traded Funds Etf (SEIQ) | 0.0 | $40k | NEW | 1.0k | 38.64 |
|
| Abbott Laboratories (ABT) | 0.0 | $39k | NEW | 293.00 | 133.47 |
|
| Toll Brothers (TOL) | 0.0 | $37k | NEW | 261.00 | 139.95 |
|
| Schwab Strategic Tr Etf (SCHD) | 0.0 | $36k | NEW | 1.3k | 27.55 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $35k | NEW | 112.00 | 310.75 |
|
| Oracle Corporation (ORCL) | 0.0 | $35k | NEW | 120.00 | 289.00 |
|
| CNO Financial (CNO) | 0.0 | $35k | +5% | 881.00 | 39.16 |
|
| Coca-Cola Company (KO) | 0.0 | $33k | NEW | 498.00 | 66.77 |
|
| Consolidated Edison (ED) | 0.0 | $32k | NEW | 324.00 | 98.17 |
|
| Cardinal Health (CAH) | 0.0 | $31k | NEW | 199.00 | 157.93 |
|
| Dimensional Etf Trust Etf (DFAC) | 0.0 | $31k | NEW | 800.00 | 38.66 |
|
| Fidelity Wise Origin Bitcoin Etf (FBTC) | 0.0 | $31k | NEW | 301.00 | 102.51 |
|
| Vaneck Etf Trust Etf (HYD) | 0.0 | $30k | NEW | 589.00 | 50.79 |
|
| Tesla Motors (TSLA) | 0.0 | $30k | NEW | 65.00 | 459.45 |
|
| Enbridge (ENB) | 0.0 | $28k | NEW | 564.00 | 49.59 |
|
| Ishares Tr Etf (IVW) | 0.0 | $28k | NEW | 229.00 | 121.23 |
|
| Ishares Tr Etf (MUB) | 0.0 | $26k | NEW | 242.00 | 106.39 |
|
| Vanguard Index Fds Etf (VUG) | 0.0 | $26k | NEW | 53.00 | 481.86 |
|
| AutoZone (AZO) | 0.0 | $26k | NEW | 6.00 | 4247.83 |
|
| Hubspot (HUBS) | 0.0 | $25k | NEW | 56.00 | 440.50 |
|
| At&t (T) | 0.0 | $24k | NEW | 871.00 | 27.55 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $24k | NEW | 2.1k | 11.43 |
|
| Moody's Corporation (MCO) | 0.0 | $24k | NEW | 49.00 | 479.82 |
|
| Micron Technology (MU) | 0.0 | $24k | NEW | 129.00 | 182.15 |
|
| Public Storage (PSA) | 0.0 | $23k | NEW | 80.00 | 290.68 |
|
| Enterprise Products Partners (EPD) | 0.0 | $23k | NEW | 728.00 | 31.15 |
|
| Home Depot (HD) | 0.0 | $22k | NEW | 56.00 | 397.00 |
|
| Prudential Financial (PRU) | 0.0 | $22k | NEW | 211.00 | 102.99 |
|
| Wells Fargo & Company (WFC) | 0.0 | $22k | NEW | 267.00 | 80.87 |
|
| Cognex Corporation (CGNX) | 0.0 | $22k | NEW | 470.00 | 45.83 |
|
| Comcast Corporation (CMCSA) | 0.0 | $20k | NEW | 642.00 | 30.94 |
|
| Verizon Communications (VZ) | 0.0 | $20k | NEW | 449.00 | 43.83 |
|
| Tema Etf Trust (RSHO) | 0.0 | $19k | NEW | 451.00 | 43.12 |
|
| Danaher Corporation (DHR) | 0.0 | $19k | NEW | 90.00 | 212.88 |
|
| Spdr Index Shs Fds Etf (SPDW) | 0.0 | $19k | NEW | 438.00 | 43.12 |
|
| Pepsi (PEP) | 0.0 | $19k | NEW | 131.00 | 143.10 |
|
| Berkshire Hathaway (BRK.B) | 0.0 | $18k | NEW | 37.00 | 498.19 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $18k | NEW | 108.00 | 167.19 |
|
| Energy Transfer Equity (ET) | 0.0 | $17k | NEW | 1.0k | 16.99 |
|
| Lowe's Companies (LOW) | 0.0 | $16k | NEW | 66.00 | 248.00 |
|
| International Business Machines (IBM) | 0.0 | $16k | NEW | 55.00 | 286.50 |
|
| Star Bulk Carriers Corp shs par (SBLK) | 0.0 | $15k | NEW | 803.00 | 18.72 |
|
| Cme (CME) | 0.0 | $15k | NEW | 56.00 | 266.00 |
|
| Pfizer (PFE) | 0.0 | $14k | NEW | 529.00 | 27.21 |
|
| WesBan (WSBC) | 0.0 | $14k | NEW | 443.00 | 32.01 |
|
| TJX Companies (TJX) | 0.0 | $14k | NEW | 98.00 | 144.25 |
|
| M&T Bank Corporation (MTB) | 0.0 | $14k | NEW | 71.00 | 195.28 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $13k | NEW | 138.00 | 92.36 |
|
| Paypal Holdings (PYPL) | 0.0 | $11k | NEW | 168.00 | 66.66 |
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $11k | NEW | 1.0k | 10.63 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $9.9k | NEW | 29.00 | 341.21 |
|
| Analog Devices (ADI) | 0.0 | $9.8k | NEW | 41.00 | 239.27 |
|
| Linde (LIN) | 0.0 | $9.8k | NEW | 21.00 | 466.81 |
|
| Altc Acquisition Corp (OKLO) | 0.0 | $9.6k | NEW | 83.00 | 115.93 |
|
| Procter & Gamble Company (PG) | 0.0 | $9.2k | NEW | 60.00 | 153.17 |
|
| Carrier Global Corporation (CARR) | 0.0 | $9.1k | NEW | 153.00 | 59.46 |
|
| Mettler-Toledo International (MTD) | 0.0 | $9.0k | NEW | 7.00 | 1290.00 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $9.0k | NEW | 1.1k | 8.23 |
|
| Ishares Tr Etf (IJR) | 0.0 | $8.9k | -97% | 75.00 | 119.19 |
|
| Msci (MSCI) | 0.0 | $8.8k | NEW | 16.00 | 552.56 |
|
| Ishares Tr Etf (IWN) | 0.0 | $8.7k | NEW | 49.00 | 177.54 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $8.5k | NEW | 33.00 | 256.73 |
|
| Cisco Systems (CSCO) | 0.0 | $8.5k | NEW | 123.00 | 68.75 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $7.6k | NEW | 22.00 | 343.50 |
|
| MicroStrategy Incorporated (MSTR) | 0.0 | $7.4k | NEW | 22.00 | 338.41 |
|
| Coinbase Global (COIN) | 0.0 | $7.3k | NEW | 21.00 | 346.14 |
|
| Fortune Brands (FBIN) | 0.0 | $7.0k | NEW | 133.00 | 52.98 |
|
| Gra (GGG) | 0.0 | $7.0k | NEW | 83.00 | 84.52 |
|
| Ralliant Corp (RAL) | 0.0 | $7.0k | NEW | 158.00 | 44.16 |
|
| Nike (NKE) | 0.0 | $6.9k | NEW | 93.00 | 74.19 |
|
| FactSet Research Systems (FDS) | 0.0 | $6.9k | NEW | 24.00 | 286.71 |
|
| General Motors Company (GM) | 0.0 | $6.6k | NEW | 108.00 | 61.34 |
|
| Banc Of California (BANC) | 0.0 | $6.6k | NEW | 396.00 | 16.61 |
|
| T Rowe Price Etf Inc Price Blue (TCHP) | 0.0 | $6.5k | NEW | 132.00 | 49.20 |
|
| Facebook Inc cl a (META) | 0.0 | $6.5k | NEW | 9.00 | 717.33 |
|
| United States Natural Gas Fund (UNG) | 0.0 | $6.2k | NEW | 455.00 | 13.62 |
|
| Vanguard Whitehall Fds Etf (VWOB) | 0.0 | $5.8k | NEW | 87.00 | 66.86 |
|
| Ishares Tr Etf (IWO) | 0.0 | $5.4k | NEW | 17.00 | 320.06 |
|
| Black Hills Corporation (BKH) | 0.0 | $5.4k | NEW | 89.00 | 60.48 |
|
| Ares Dynamic Cr Allocation (ARDC) | 0.0 | $5.4k | NEW | 383.00 | 14.05 |
|
| Booking Holdings (BKNG) | 0.0 | $5.4k | NEW | 1.00 | 5351.00 |
|
| Tapestry (TPR) | 0.0 | $5.2k | NEW | 46.00 | 113.83 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $5.1k | NEW | 113.00 | 45.57 |
|
| Vanguard Intl Equity Index F Etf (VWO) | 0.0 | $5.1k | NEW | 93.00 | 54.55 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $5.1k | NEW | 64.00 | 79.00 |
|
| American Water Works (AWK) | 0.0 | $5.0k | NEW | 37.00 | 136.05 |
|
| Nuscale PWR Corp (SMR) | 0.0 | $4.9k | NEW | 134.00 | 36.61 |
|
| Blackstone Gso Strategic (BGB) | 0.0 | $4.8k | NEW | 396.00 | 12.15 |
|
| Blackstone Gso Lng Shrt Cr I (BGX) | 0.0 | $4.8k | NEW | 403.00 | 11.89 |
|
| Intel Corporation (INTC) | 0.0 | $4.8k | NEW | 132.00 | 36.19 |
|
| Arista Networks (ANET) | 0.0 | $4.8k | NEW | 32.00 | 149.25 |
|
| Select Sector Spdr Tr Etf (XLK) | 0.0 | $4.3k | NEW | 15.00 | 284.60 |
|
| Ishares Tr Etf (EMB) | 0.0 | $4.1k | NEW | 43.00 | 95.12 |
|
| Spdr Series Trust Etf (EBND) | 0.0 | $3.9k | NEW | 185.00 | 21.29 |
|
| Philip Morris International (PM) | 0.0 | $3.9k | NEW | 24.00 | 160.86 |
|
| LightPath Technologies (LPTH) | 0.0 | $3.8k | NEW | 500.00 | 7.68 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $3.6k | NEW | 20.00 | 180.37 |
|
Past Filings by Turning Point Benefit Group
SEC 13F filings are viewable for Turning Point Benefit Group going back to 2024
- Turning Point Benefit Group 2025 Q3 filed Nov. 17, 2025
- Turning Point Benefit Group 2025 Q2 filed July 31, 2025
- Turning Point Benefit Group 2025 Q1 filed May 12, 2025
- Turning Point Benefit Group 2024 Q4 filed Feb. 3, 2025