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, FLOT, SPYM, WWJD, CGMS, and represent 33.79% of Turning Point Benefit Group's stock portfolio.
- Added to shares of these 10 stocks: BPRE (+$5.0M), FLOT, CGMS, BSJU, TFLR, GOOG, TPHD, BRLN, DFIV, TPIF.
- Started 159 new stock positions in LAZ, ZTS, BUSE, XRAY, IDA, SNDK, AAP, ENS, FG, MAR.
- Reduced shares in these 10 stocks: BIL, SPYM, SHV, BSJR, BILS, WWJD, Timothy Plan, TPSC, SCHG, SCHV.
- Sold out of its positions in ACMR, AKAM, ARCB, AROC, ARDC, ARVN, AVDX, BALL, BGX, BGB.
- Turning Point Benefit Group was a net buyer of stock by $23M.
- Turning Point Benefit Group has $191M in assets under management (AUM), dropping by 15.50%.
- Central Index Key (CIK): 0002008513
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Portfolio Holdings for Turning Point Benefit Group
Turning Point Benefit Group holds 847 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Turning Point Benefit Group has 847 total positions. Only the first 250 positions are shown.
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- Download the Turning Point Benefit Group December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Etf (BIL) | 13.1 | $25M | -6% | 274k | 91.38 |
|
| Ishares Tr Etf (FLOT) | 6.6 | $13M | +39% | 249k | 50.86 |
|
| Spdr Series Trust Etf (SPYM) | 5.1 | $9.8M | -12% | 122k | 80.22 |
|
| Northern Lts Fd Tr Iv Etf (WWJD) | 5.0 | $9.7M | -6% | 265k | 36.48 |
|
| Capital Group U S Multi Sec Etf (CGMS) | 3.9 | $7.5M | +41% | 273k | 27.62 |
|
| Wheaton Precious Metals Corp (WPM) | 3.3 | $6.4M | +2% | 54k | 117.52 |
|
| Dimensional Etf Trust Etf (DFIV) | 3.2 | $6.1M | +21% | 123k | 49.90 |
|
| Vanguard Whitehall Fds Etf (VYMI) | 2.7 | $5.1M | +21% | 57k | 90.00 |
|
| Bluerock Pvt Real Estate (BPRE) | 2.6 | $5.0M | NEW | 336k | 15.00 |
|
| T Rowe Price Etf Etf (TFLR) | 2.4 | $4.6M | +41% | 89k | 51.40 |
|
| Spdr Index Shs Fds Etf (SPEM) | 2.1 | $4.0M | -2% | 85k | 46.81 |
|
| Timothy Plan cmn (TPSC) | 1.9 | $3.6M | -10% | 87k | 41.45 |
|
| Invesco Exch Traded Fd Tr Ii Etf (QQQM) | 1.9 | $3.5M | +19% | 14k | 252.92 |
|
| First Tr Exchange-traded Etf (FDL) | 1.7 | $3.2M | +29% | 71k | 44.34 |
|
| Capital Group Divid Value Etf Shs Creation Unit (CGDV) | 1.6 | $3.2M | +28% | 72k | 43.64 |
|
| Vaneck Etf Trust Etf (MOAT) | 1.6 | $3.0M | +27% | 29k | 103.56 |
|
| Ishares Etf (SLVP) | 1.6 | $3.0M | +6% | 88k | 34.27 |
|
| Spdr Gold Tr Etf (GLD) | 1.6 | $3.0M | +9% | 7.6k | 396.31 |
|
| Invesco Exchange Traded Fd T Etf (RSP) | 1.5 | $3.0M | +29% | 15k | 191.56 |
|
| Vaneck Etf Trust Etf (MOTI) | 1.5 | $2.9M | +28% | 79k | 36.68 |
|
| Ishares Gold Tr Etf (IAUM) | 1.5 | $2.8M | -4% | 66k | 42.99 |
|
| Timothy Plan intl etf (TPIF) | 1.5 | $2.8M | +53% | 80k | 34.68 |
|
| Ishares Etf (RING) | 1.4 | $2.7M | +8% | 37k | 73.64 |
|
| Northern Lts Fd Tr Iv Etf (BIBL) | 1.4 | $2.6M | +16% | 58k | 45.13 |
|
| Timothy Plan hig dv stk etf (TPHD) | 1.2 | $2.3M | +112% | 59k | 38.53 |
|
| Taiwan Semiconductor Mfg Adr (TSM) | 1.2 | $2.2M | 7.4k | 303.89 |
|
|
| Timothy Plan us lrg cap cor (TPLC) | 1.1 | $2.1M | +40% | 46k | 45.45 |
|
| Principal Exchange Traded Etf (PSC) | 1.0 | $1.9M | +28% | 32k | 57.73 |
|
| Ishares Tr Etf (IJJ) | 1.0 | $1.8M | +29% | 14k | 131.59 |
|
| Alphabet Cl A (GOOG) | 0.9 | $1.8M | +238% | 5.6k | 313.80 |
|
| Microsoft Corporation (MSFT) | 0.9 | $1.7M | +17% | 3.6k | 483.62 |
|
| Invesco Exch Trd Slf Idx Etf (BSJU) | 0.8 | $1.6M | NEW | 61k | 26.11 |
|
| Invesco Exch Trd Slf Idx Etf (BSJT) | 0.8 | $1.6M | +41% | 74k | 21.51 |
|
| Invesco Exch Trd Slf Idx Etf (BSJS) | 0.8 | $1.6M | +40% | 72k | 22.00 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $1.4M | 7.6k | 186.51 |
|
|
| Blackrock Etf Trust Ii Etf (BRLN) | 0.6 | $1.1M | NEW | 21k | 51.63 |
|
| Realty Income (O) | 0.6 | $1.1M | +38% | 19k | 56.37 |
|
| Valero Energy Corporation (VLO) | 0.5 | $994k | +10% | 6.1k | 162.79 |
|
| Invesco Actvely Mngd Etc Etf (PDBC) | 0.5 | $982k | -7% | 74k | 13.25 |
|
| Evergy (EVRG) | 0.5 | $865k | +9% | 12k | 72.49 |
|
| Barrick Mining Corp (B) | 0.4 | $836k | -6% | 19k | 43.55 |
|
| Vanguard Whitehall Fds Etf (VYM) | 0.4 | $834k | +4% | 5.8k | 143.52 |
|
| Wec Energy Group (WEC) | 0.4 | $806k | +13% | 7.6k | 105.46 |
|
| Omega Healthcare Investors (OHI) | 0.4 | $752k | +16% | 17k | 44.34 |
|
| Veeva Sys Inc cl a (VEEV) | 0.4 | $735k | -22% | 3.3k | 223.23 |
|
| Northern Lts Fd Tr Iv Etf (IBD) | 0.4 | $733k | -21% | 30k | 24.20 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $700k | +11% | 5.8k | 120.34 |
|
| Visa (V) | 0.4 | $692k | 2.0k | 350.71 |
|
|
| MasterCard Incorporated (MA) | 0.4 | $692k | 1.2k | 570.88 |
|
|
| WESCO International (WCC) | 0.3 | $649k | 2.7k | 244.64 |
|
|
| Zscaler Incorporated (ZS) | 0.3 | $639k | +71% | 2.8k | 224.92 |
|
| General Dynamics Corporation (GD) | 0.3 | $636k | +9% | 1.9k | 336.66 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $610k | NEW | 6.1k | 99.85 |
|
| Digital Realty Trust (DLR) | 0.3 | $550k | +17% | 3.6k | 154.71 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $547k | +8% | 634.00 | 862.34 |
|
| Pentair cs (PNR) | 0.3 | $511k | -33% | 4.9k | 104.14 |
|
| Apple (AAPL) | 0.3 | $508k | +43% | 1.9k | 271.86 |
|
| Ishares Tr Etf (HYDB) | 0.3 | $494k | +23% | 10k | 47.35 |
|
| Northern Lts Fd Tr Iv Etf (BLES) | 0.3 | $482k | +92% | 11k | 43.21 |
|
| Essex Property Trust (ESS) | 0.2 | $476k | -15% | 1.8k | 261.68 |
|
| Cintas Corporation (CTAS) | 0.2 | $423k | +25% | 2.2k | 188.07 |
|
| McDonald's Corporation (MCD) | 0.2 | $401k | +19% | 1.3k | 305.63 |
|
| Schwab Strategic Tr Etf (SCHG) | 0.2 | $366k | -49% | 11k | 32.62 |
|
| Agnico (AEM) | 0.2 | $365k | +2% | 2.2k | 169.53 |
|
| Eversource Energy (ES) | 0.2 | $355k | +8% | 5.3k | 67.33 |
|
| Southern Company (SO) | 0.2 | $342k | +19% | 3.9k | 87.20 |
|
| Amazon (AMZN) | 0.2 | $340k | +102% | 1.5k | 230.82 |
|
| Abrdn Fds Etf (ASCI) | 0.2 | $329k | NEW | 9.6k | 34.49 |
|
| Capital One Financial (COF) | 0.2 | $328k | +8% | 1.4k | 242.36 |
|
| KLA-Tencor Corporation (KLAC) | 0.2 | $324k | +12% | 267.00 | 1215.08 |
|
| Vistra Energy (VST) | 0.2 | $319k | +5% | 2.0k | 161.33 |
|
| Illinois Tool Works (ITW) | 0.2 | $313k | -13% | 1.3k | 246.30 |
|
| Invesco Qqq Tr Etf (QQQ) | 0.2 | $308k | -2% | 502.00 | 614.31 |
|
| Arista Networks (ANET) | 0.2 | $304k | +7137% | 2.3k | 131.03 |
|
| Palo Alto Networks (PANW) | 0.2 | $297k | +7% | 1.6k | 184.20 |
|
| Berkshire Hathaway Inc Del CL B (BRK.B) | 0.1 | $286k | +1435% | 568.00 | 502.65 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $279k | 12k | 24.02 |
|
|
| Oneok (OKE) | 0.1 | $257k | +37% | 3.5k | 73.50 |
|
| Ishares Tr Etf (SHV) | 0.1 | $256k | -83% | 2.3k | 110.15 |
|
| Northern Lts Fd Tr Iv Etf (GLRY) | 0.1 | $236k | -24% | 6.6k | 35.82 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $228k | -29% | 2.4k | 95.35 |
|
| Vanguard Intl Equity Index F Etf (VGK) | 0.1 | $224k | 2.7k | 83.61 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $219k | +32% | 249.00 | 878.96 |
|
| Servicenow (NOW) | 0.1 | $217k | +565% | 1.4k | 153.19 |
|
| Alphabet Cl A (GOOGL) | 0.1 | $212k | +159% | 676.00 | 313.00 |
|
| Acnb Corp (ACNB) | 0.1 | $209k | -4% | 4.3k | 48.35 |
|
| Caterpillar (CAT) | 0.1 | $207k | +9% | 362.00 | 572.87 |
|
| ConocoPhillips (COP) | 0.1 | $207k | +31% | 2.2k | 93.61 |
|
| Abbvie (ABBV) | 0.1 | $202k | 884.00 | 228.49 |
|
|
| Ishares Tr Etf (HEFA) | 0.1 | $195k | -11% | 4.7k | 41.36 |
|
| Ametek (AME) | 0.1 | $189k | +7558% | 919.00 | 205.31 |
|
| Broadcom (AVGO) | 0.1 | $184k | +27% | 531.00 | 346.10 |
|
| CSX Corporation (CSX) | 0.1 | $179k | -23% | 4.9k | 36.25 |
|
| ON Semiconductor (ON) | 0.1 | $179k | +17% | 3.3k | 54.15 |
|
| Kinross Gold Corp (KGC) | 0.1 | $178k | +6% | 6.3k | 28.16 |
|
| Black Hills Corporation (BKH) | 0.1 | $170k | +2655% | 2.5k | 69.42 |
|
| Steris Plc Ord equities (STE) | 0.1 | $167k | -63% | 659.00 | 253.52 |
|
| Spdr Series Trust Etf (BILS) | 0.1 | $162k | -81% | 1.6k | 99.22 |
|
| Wp Carey (WPC) | 0.1 | $162k | +6% | 2.5k | 64.36 |
|
| Ishares Tr Etf (IDV) | 0.1 | $161k | +36% | 4.1k | 39.45 |
|
| McKesson Corporation (MCK) | 0.1 | $159k | +26% | 194.00 | 820.29 |
|
| Copart (CPRT) | 0.1 | $159k | +50% | 4.1k | 39.15 |
|
| PPL Corporation (PPL) | 0.1 | $154k | +18% | 4.4k | 35.02 |
|
| Lam Research (LRCX) | 0.1 | $153k | -16% | 894.00 | 171.18 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $152k | +14% | 817.00 | 185.61 |
|
| Invesco Exch Traded Fd Tr Ii Etf (RWL) | 0.1 | $144k | -3% | 1.3k | 114.50 |
|
| Monster Beverage Corp (MNST) | 0.1 | $143k | +24% | 1.9k | 76.67 |
|
| Ishares Tr Etf (IJH) | 0.1 | $142k | -17% | 2.1k | 66.00 |
|
| Palantir Technologies (PLTR) | 0.1 | $142k | +5% | 796.00 | 177.75 |
|
| RBB (TBIL) | 0.1 | $139k | -26% | 2.8k | 49.88 |
|
| Ishares Tr Etf (EFA) | 0.1 | $137k | 1.4k | 96.03 |
|
|
| Select Sector Spdr Tr Etf (XLC) | 0.1 | $129k | -17% | 1.1k | 117.72 |
|
| Duke Energy (DUK) | 0.1 | $127k | +6% | 1.1k | 117.22 |
|
| Select Sector Spdr Tr Etf (XLU) | 0.1 | $127k | +81% | 3.0k | 42.69 |
|
| Select Sector Spdr Tr Etf (XLRE) | 0.1 | $125k | -7% | 3.1k | 40.35 |
|
| Deere & Company (DE) | 0.1 | $123k | 265.00 | 465.57 |
|
|
| salesforce (CRM) | 0.1 | $120k | +73% | 452.00 | 264.91 |
|
| Applied Materials (AMAT) | 0.1 | $116k | -27% | 453.00 | 256.99 |
|
| Pacer Fds Tr us cash cows 100 (COWZ) | 0.1 | $116k | -11% | 1.9k | 60.17 |
|
| Fortive (FTV) | 0.1 | $113k | +15% | 2.0k | 55.21 |
|
| Ishares Tr Etf (ICSH) | 0.1 | $109k | -11% | 2.1k | 50.58 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $103k | +41% | 96.00 | 1074.68 |
|
| Cummins (CMI) | 0.0 | $96k | -10% | 187.00 | 510.45 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $93k | +157% | 288.00 | 322.25 |
|
| Hp (HPQ) | 0.0 | $90k | +2% | 4.0k | 22.28 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $87k | +8% | 642.00 | 136.07 |
|
| Yum China Holdings (YUMC) | 0.0 | $87k | +13% | 1.8k | 47.74 |
|
| AmerisourceBergen (COR) | 0.0 | $86k | +7% | 255.00 | 337.75 |
|
| Cadence Design Systems (CDNS) | 0.0 | $86k | +22% | 275.00 | 312.58 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $86k | +48% | 148.00 | 579.45 |
|
| Verisign (VRSN) | 0.0 | $85k | +46% | 351.00 | 242.95 |
|
| Vanguard Mun Bd Fds Etf (VTEB) | 0.0 | $84k | 1.7k | 50.29 |
|
|
| IDEX Corporation (IEX) | 0.0 | $84k | -40% | 471.00 | 177.94 |
|
| Tesla Motors (TSLA) | 0.0 | $77k | +161% | 170.00 | 449.73 |
|
| Motorola Solutions (MSI) | 0.0 | $73k | +18% | 190.00 | 383.32 |
|
| Meta Platforms Cl A (META) | 0.0 | $73k | +1122% | 110.00 | 660.08 |
|
| Union Pacific Corporation (UNP) | 0.0 | $72k | +27% | 313.00 | 231.32 |
|
| First Tr Exchange Traded Etf (FGD) | 0.0 | $71k | +24% | 2.3k | 30.27 |
|
| Williams Companies (WMB) | 0.0 | $60k | +38% | 1.0k | 60.11 |
|
| Merck & Co (MRK) | 0.0 | $60k | +10% | 567.00 | 105.26 |
|
| Invesco Exchange Traded Fd T Etf (PHO) | 0.0 | $58k | -9% | 824.00 | 70.41 |
|
| Wal-Mart Stores (WMT) | 0.0 | $57k | 510.00 | 111.41 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $56k | +137% | 285.00 | 194.89 |
|
| Vanguard Index Fds Etf (VTV) | 0.0 | $54k | -7% | 283.00 | 190.99 |
|
| WisdomTree India Earnings Fund (EPI) | 0.0 | $53k | -11% | 1.1k | 46.29 |
|
| Chevron Corporation (CVX) | 0.0 | $52k | +7% | 339.00 | 152.41 |
|
| Dominion Resources (D) | 0.0 | $50k | +15% | 845.00 | 58.59 |
|
| Johnson & Johnson (JNJ) | 0.0 | $48k | +4% | 233.00 | 207.00 |
|
| Vanguard World Etf (VPU) | 0.0 | $48k | NEW | 258.00 | 185.04 |
|
| Ishares Tr Etf (SUSL) | 0.0 | $47k | NEW | 384.00 | 121.27 |
|
| Micron Technology (MU) | 0.0 | $47k | +26% | 163.00 | 285.41 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $46k | 852.00 | 53.94 |
|
|
| Ishares Tr Etf (IEFA) | 0.0 | $45k | 505.00 | 89.46 |
|
|
| CNO Financial (CNO) | 0.0 | $44k | +17% | 1.0k | 42.47 |
|
| UnitedHealth (UNH) | 0.0 | $44k | +12% | 133.00 | 330.11 |
|
| Hca Holdings (HCA) | 0.0 | $43k | +1740% | 92.00 | 466.86 |
|
| Vanguard Index Fds Etf (VOO) | 0.0 | $42k | 67.00 | 627.12 |
|
|
| Home Depot (HD) | 0.0 | $42k | +117% | 122.00 | 344.00 |
|
| Abbott Laboratories (ABT) | 0.0 | $40k | +9% | 322.00 | 125.29 |
|
| Coca-Cola Company (KO) | 0.0 | $40k | +13% | 566.00 | 69.91 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $38k | +3% | 375.00 | 100.89 |
|
| Consolidated Edison (ED) | 0.0 | $38k | +16% | 378.00 | 99.32 |
|
| Cardinal Health (CAH) | 0.0 | $37k | -8% | 182.00 | 205.50 |
|
| Vanguard World Etf (VSGX) | 0.0 | $37k | NEW | 519.00 | 71.62 |
|
| Schwab Strategic Tr Etf (SCHD) | 0.0 | $36k | 1.3k | 27.43 |
|
|
| Toll Brothers (TOL) | 0.0 | $35k | 261.00 | 135.24 |
|
|
| TJX Companies (TJX) | 0.0 | $35k | +130% | 226.00 | 153.50 |
|
| At&t (T) | 0.0 | $34k | +56% | 1.4k | 24.84 |
|
| Prudential Financial (PRU) | 0.0 | $33k | +36% | 289.00 | 112.88 |
|
| Metropcs Communications (TMUS) | 0.0 | $32k | +3825% | 157.00 | 203.04 |
|
| Intuitive Surgical (ISRG) | 0.0 | $32k | +833% | 56.00 | 566.36 |
|
| Wells Fargo & Company (WFC) | 0.0 | $31k | +25% | 335.00 | 93.20 |
|
| Vaneck Etf Trust Etf (HYD) | 0.0 | $29k | -3% | 569.00 | 51.12 |
|
| Ishares Tr Etf (IVW) | 0.0 | $28k | 229.00 | 123.26 |
|
|
| Schwab Strategic Tr Etf (SCHV) | 0.0 | $27k | -91% | 918.00 | 29.61 |
|
| AutoZone (AZO) | 0.0 | $27k | +33% | 8.00 | 3392.00 |
|
| Enbridge (ENB) | 0.0 | $27k | 564.00 | 47.83 |
|
|
| Federal Realty Op Lp Sh Ben Int (FRT) | 0.0 | $26k | +1853% | 254.00 | 100.80 |
|
| Sei Exchange Traded Funds Etf (QALT) | 0.0 | $26k | NEW | 1.0k | 24.93 |
|
| Netflix (NFLX) | 0.0 | $25k | +13400% | 270.00 | 93.76 |
|
| Verizon Communications (VZ) | 0.0 | $25k | +37% | 617.00 | 40.73 |
|
| Select Sector Spdr Tr Etf (XLB) | 0.0 | $25k | NEW | 554.00 | 45.35 |
|
| Nuveen Amt Free Qlty Mun Etf (NEA) | 0.0 | $24k | 2.1k | 11.63 |
|
|
| Ishares Tr Etf (MUB) | 0.0 | $23k | -9% | 218.00 | 107.11 |
|
| International Business Machines (IBM) | 0.0 | $23k | +41% | 78.00 | 296.22 |
|
| Linde (LIN) | 0.0 | $23k | +157% | 54.00 | 426.39 |
|
| S&p Global (SPGI) | 0.0 | $23k | NEW | 44.00 | 522.57 |
|
| Moody's Corporation (MCO) | 0.0 | $23k | -8% | 45.00 | 510.84 |
|
| Public Storage (PSA) | 0.0 | $22k | +7% | 86.00 | 259.50 |
|
| Danaher Corporation (DHR) | 0.0 | $22k | +5% | 95.00 | 228.92 |
|
| American Electric Power Company (AEP) | 0.0 | $21k | NEW | 183.00 | 115.31 |
|
| Cme (CME) | 0.0 | $21k | +37% | 77.00 | 273.08 |
|
| Ishares Tr Etf (DGRO) | 0.0 | $20k | +838% | 291.00 | 69.42 |
|
| Tema Etf Trust (RSHO) | 0.0 | $20k | 451.00 | 44.34 |
|
|
| Cisco Systems (CSCO) | 0.0 | $20k | +109% | 258.00 | 77.03 |
|
| Spdr Index Shs Fds Etf (SPDW) | 0.0 | $20k | 438.00 | 44.41 |
|
|
| Asml Holding (ASML) | 0.0 | $19k | +1700% | 18.00 | 1069.83 |
|
| O'reilly Automotive (ORLY) | 0.0 | $19k | +586% | 206.00 | 91.20 |
|
| Advanced Micro Devices (AMD) | 0.0 | $18k | +975% | 86.00 | 214.15 |
|
| Pepsi (PEP) | 0.0 | $18k | -4% | 125.00 | 143.52 |
|
| Lowe's Companies (LOW) | 0.0 | $18k | +12% | 74.00 | 241.15 |
|
| Ishares Tr Etf (IVV) | 0.0 | $18k | NEW | 26.00 | 684.92 |
|
| Bank of America Corporation (BAC) | 0.0 | $18k | +357% | 320.00 | 55.00 |
|
| Comcast Corporation (CMCSA) | 0.0 | $17k | -10% | 574.00 | 29.89 |
|
| Energy Transfer Equity (ET) | 0.0 | $17k | 1.0k | 16.51 |
|
|
| Nextera Energy (NEE) | 0.0 | $17k | +2562% | 213.00 | 80.28 |
|
| Cognex Corporation (CGNX) | 0.0 | $17k | 470.00 | 35.98 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $17k | +93% | 116.00 | 143.30 |
|
| Vanguard Index Fds Etf (VUG) | 0.0 | $17k | -35% | 34.00 | 487.85 |
|
| Enterprise Products Partners (EPD) | 0.0 | $17k | -29% | 516.00 | 32.09 |
|
| Booking Holdings (BKNG) | 0.0 | $16k | +200% | 3.00 | 5355.00 |
|
| Star Bulk Carriers Corp shs par (SBLK) | 0.0 | $15k | 803.00 | 19.22 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $15k | +100% | 44.00 | 349.98 |
|
| Pfizer (PFE) | 0.0 | $15k | +14% | 606.00 | 24.92 |
|
| Analog Devices (ADI) | 0.0 | $15k | +34% | 55.00 | 271.20 |
|
| WesBan (WSBC) | 0.0 | $15k | 443.00 | 33.24 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $15k | +54% | 51.00 | 287.24 |
|
| Hubspot (HUBS) | 0.0 | $14k | -35% | 36.00 | 401.28 |
|
| M&T Bank Corporation (MTB) | 0.0 | $14k | 71.00 | 201.48 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $14k | +1600% | 102.00 | 137.83 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $14k | +48% | 43.00 | 324.02 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $14k | NEW | 64.00 | 217.05 |
|
| Quanta Services (PWR) | 0.0 | $13k | +1450% | 31.00 | 422.03 |
|
| Philip Morris International (PM) | 0.0 | $13k | +233% | 80.00 | 160.43 |
|
| General Electric (GE) | 0.0 | $12k | +344% | 40.00 | 308.00 |
|
| Vanguard Bd Index Fds Etf (BND) | 0.0 | $12k | NEW | 165.00 | 74.07 |
|
| General Motors Company (GM) | 0.0 | $12k | +37% | 149.00 | 81.32 |
|
| EOG Resources (EOG) | 0.0 | $12k | NEW | 115.00 | 105.01 |
|
| Accenture (ACN) | 0.0 | $12k | +309% | 45.00 | 268.33 |
|
| Ishares Tr Etf (IDEV) | 0.0 | $12k | -94% | 145.00 | 82.48 |
|
| American Tower Reit (AMT) | 0.0 | $12k | NEW | 68.00 | 175.56 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $12k | -2% | 135.00 | 87.35 |
|
| Synopsys (SNPS) | 0.0 | $12k | NEW | 25.00 | 469.72 |
|
| Goldman Sachs (GS) | 0.0 | $11k | NEW | 13.00 | 879.00 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $11k | +1900% | 20.00 | 570.20 |
|
| Citigroup (C) | 0.0 | $11k | -90% | 97.00 | 116.69 |
|
| Ishares Etf (IEMG) | 0.0 | $11k | -89% | 168.00 | 67.22 |
|
| Msci (MSCI) | 0.0 | $11k | +18% | 19.00 | 573.68 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $11k | +2300% | 24.00 | 453.33 |
|
| Nuveen Mun High Income Oppor Etf (NMZ) | 0.0 | $10k | 1.0k | 10.19 |
|
|
| Roper Industries (ROP) | 0.0 | $9.8k | +2100% | 22.00 | 445.09 |
|
| NiSource (NI) | 0.0 | $9.6k | +2200% | 230.00 | 41.76 |
|
| Sei Exchange Traded Funds Etf (SEIE) | 0.0 | $9.6k | NEW | 295.00 | 32.53 |
|
| Zoetis Inc Cl A (ZTS) | 0.0 | $9.6k | NEW | 76.00 | 125.82 |
|
| Fifth Third Ban (FITB) | 0.0 | $9.4k | +1718% | 200.00 | 46.81 |
|
| Altria (MO) | 0.0 | $9.2k | +381% | 159.00 | 57.65 |
|
| Ishares Tr Etf (IJR) | 0.0 | $9.0k | 75.00 | 120.19 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $9.0k | +61% | 183.00 | 49.21 |
|
| Citizens Financial (CFG) | 0.0 | $8.9k | +1430% | 153.00 | 58.41 |
|
| Ishares Tr Etf (IWN) | 0.0 | $8.9k | 49.00 | 181.21 |
|
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 Q4 filed Jan. 30, 2026
- 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