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Turning Point Benefit Group

Latest statistics and disclosures from Turning Point Benefit Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002008513

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Positions held by Turning Point Benefit Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Turning Point Benefit Group

Turning Point Benefit Group holds 64 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	31.6	$33M	363k	91.45	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	11.5	$12M	419k	28.98	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	11.0	$12M	168k	68.93	View chart
Timothy Plan U S Sm Cp Core (TPSC)	6.1	$6.4M	163k	39.03	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	3.5	$3.7M	97k	38.30	View chart
Wheaton Precious Metals Corp (WPM)	3.1	$3.2M	58k	56.06	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.5	$2.7M	52k	50.97	View chart
Ishares Gold Tr Shares Represent (IAUM)	2.3	$2.4M	93k	26.18	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	1.6	$1.7M	42k	39.10	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	1.6	$1.6M	61k	27.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$1.5M	15k	100.76	View chart
Ishares Tr Short Treas Bd (SHV)	1.1	$1.1M	10k	110.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$1.1M	2.1k	511.14	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	1.0	$1.1M	45k	23.44	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$1.0M	4.1k	245.74	View chart
Microsoft Corporation (MSFT)	0.9	$931k	2.2k	417.19	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.9	$905k	26k	34.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$872k	31k	27.87	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.7	$781k	18k	43.05	View chart
Servicenow (NOW)	0.7	$718k	707.00	1015.74	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.7	$708k	14k	51.83	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.7	$693k	5.5k	124.86	View chart
Timothy Plan Intl Etf (TPIF)	0.6	$598k	23k	26.06	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.6	$593k	6.1k	97.92	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$570k	13k	44.01	View chart
Ishares Tr Ultra Short-term (ICSH)	0.5	$562k	11k	50.43	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.5	$549k	5.5k	99.29	View chart
Ishares Msci Gbl Gold Mn (RING)	0.5	$549k	19k	29.45	View chart
Ishares Msci Glb Slv&mtl (SLVP)	0.5	$531k	45k	11.88	View chart
Evergy (EVRG)	0.5	$484k	8.0k	60.67	View chart
Realty Income (O)	0.5	$484k	9.2k	52.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$429k	2.2k	192.12	View chart
Visa Com Cl A (V)	0.4	$405k	1.3k	306.92	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.4	$402k	11k	36.60	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$395k	5.9k	67.08	View chart
Veeva Sys Cl A Com (VEEV)	0.4	$393k	1.8k	212.84	View chart
Mastercard Incorporated Cl A (MA)	0.4	$393k	779.00	504.91	View chart
Valero Energy Corporation (VLO)	0.4	$386k	2.9k	133.35	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$374k	1.5k	244.64	View chart
Northern Lts Fd Tr Iv Inspire Momentum (GLRY)	0.4	$369k	12k	30.87	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$358k	10k	35.36	View chart
Hewlett Packard Enterprise (HPE)	0.3	$347k	16k	21.98	View chart
First Tr Morningstar Divid L SHS (FDL)	0.3	$344k	8.6k	40.05	View chart
Southern Company (SO)	0.3	$337k	4.1k	81.87	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$320k	1.8k	174.67	View chart
Costco Wholesale Corporation (COST)	0.3	$316k	344.00	917.49	View chart
Exxon Mobil Corporation (XOM)	0.3	$315k	2.9k	109.29	View chart
Boston Scientific Corporation (BSX)	0.3	$309k	3.3k	94.61	View chart
Digital Realty Trust (DLR)	0.3	$306k	1.8k	171.92	View chart
WESCO International (WCC)	0.3	$303k	1.7k	181.86	View chart
General Dynamics Corporation (GD)	0.3	$300k	1.1k	263.67	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.3	$275k	4.2k	65.78	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.3	$265k	5.8k	45.27	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$265k	7.5k	35.05	View chart
Illinois Tool Works (ITW)	0.2	$254k	1.0k	249.70	View chart
Wec Energy Group (WEC)	0.2	$244k	2.6k	93.89	View chart
Vistra Energy (VST)	0.2	$240k	1.5k	162.13	View chart
McDonald's Corporation (MCD)	0.2	$227k	799.00	283.63	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$219k	2.4k	92.11	View chart
Wal-Mart Stores (WMT)	0.2	$217k	2.4k	91.53	View chart
Capital One Financial (COF)	0.2	$217k	1.2k	180.37	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.2	$210k	7.1k	29.36	View chart
Timothy Plan High Dividend (TPHE)	0.2	$209k	8.4k	24.98	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$202k	971.00	208.14	View chart

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 2024 Q4 filed Feb. 3, 2025

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