Turning Point Benefit Group

Turning Point Benefit Group as of Dec. 31, 2024

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