Turning Point Benefit Group, Inc. Q3 2025 Filing
Filed November 17, 2025
Portfolio Value
$165.7B
Holdings
758
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (758 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PLTRPALANTIR TECHNOLOGIES INC | 754 | $139.5M | 0.08% | |
| 102 | AVGOBROADCOM INC | 417 | $139.0M | 0.08% | |
| 103 | AMATAPPLIED MATLS INC | 626 | $136.3M | 0.08% | |
| 104 | ONON SEMICONDUCTOR CORP | 2,818 | $136.2M | 0.08% | |
| 105 | PPLPPL CORP | 3,694 | $135.2M | 0.08% | |
| 106 | EFAISHARES TR | 1,431 | $134.7M | 0.08% | |
| 107 | IEXIDEX CORP | 789 | $129.5M | 0.08% | |
| 108 | WELLWELLTOWER INC | 711 | $127.5M | 0.08% | |
| 109 | COWZPACER FDS TR | 2,164 | $125.1M | 0.08% | |
| 110 | DUKDUKE ENERGY CORP NEW | 1,019 | $124.7M | 0.08% | |
| 111 | ICSHISHARES TR | 2,419 | $122.4M | 0.07% | |
| 112 | CPRTCOPART INC | 2,688 | $121.2M | 0.07% | |
| 113 | DEDEERE & CO | 261 | $117.9M | 0.07% | |
| 114 | MCKMCKESSON CORP | 153 | $117.1M | 0.07% | |
| 115 | IDV*ISHARES TR | 3,002 | $109.9M | 0.07% | |
| 116 | IEMGISHARES INC | 1,600 | $106.3M | 0.06% | |
| 117 | 7HPHP INC | 3,913 | $104.5M | 0.06% | |
| 118 | TRVCCITIGROUP INC | 1,054 | $104.0M | 0.06% | |
| 119 | MNSTMONSTER BEVERAGE CORP NEW | 1,505 | $101.5M | 0.06% | |
| 120 | CMICUMMINS INC | 209 | $88.8M | 0.05% | |
| 121 | FTVFORTIVE CORP | 1,765 | $88.4M | 0.05% | |
| 122 | SEIMSEI EXCHANGE TRADED FUNDS | 1,915 | $86.6M | 0.05% | |
| 123 | SEIVSEI EXCHANGE TRADED FUNDS | 2,155 | $84.1M | 0.05% | |
| 124 | VTEBVANGUARD MUN BD FDS | 1,674 | $83.7M | 0.05% | |
| 125 | AG8AGILENT TECHNOLOGIES INC | 594 | $82.3M | 0.05% | |
| 126 | CDNSCADENCE DESIGN SYSTEM INC | 224 | $78.8M | 0.05% | |
| 127 | ABGCENCORA INC | 237 | $73.9M | 0.04% | |
| 128 | SEEMSEI EXCHANGE TRADED FUNDS | 2,412 | $73.4M | 0.04% | |
| 129 | MSIMOTOROLA SOLUTIONS INC | 160 | $73.1M | 0.04% | |
| 130 | YUMCYUM CHINA HLDGS INC | 1,602 | $69.1M | 0.04% | |
| 131 | VRSNVERISIGN INC | 239 | $65.7M | 0.04% | |
| 132 | PHOINVESCO EXCHANGE TRADED FD T | 910 | $65.6M | 0.04% | |
| 133 | GOOGLALPHABET INC | 261 | $63.9M | 0.04% | |
| 134 | CRMSALESFORCE INC | 260 | $61.3M | 0.04% | |
| 135 | VBKVANGUARD INDEX FDS | 195 | $58.2M | 0.04% | |
| 136 | UNPUNION PAC CORP | 245 | $57.5M | 0.03% | |
| 137 | EPIWISDOMTREE TR | 1,287 | $57.2M | 0.03% | |
| 138 | VTVVANGUARD INDEX FDS | 305 | $57.0M | 0.03% | |
| 139 | LLYELI LILLY & CO | 68 | $56.1M | 0.03% | |
| 140 | VBRVANGUARD INDEX FDS | 259 | $54.3M | 0.03% | |
| 141 | FGDFIRST TR EXCHANGE TRADED FD | 1,870 | $53.9M | 0.03% | |
| 142 | TMOTHERMO FISHER SCIENTIFIC INC | 100 | $53.1M | 0.03% | |
| 143 | WMTWALMART INC | 508 | $51.8M | 0.03% | |
| 144 | CVXCHEVRON CORP NEW | 314 | $48.5M | 0.03% | |
| 145 | MRKMERCK & CO INC | 512 | $46.1M | 0.03% | |
| 146 | WMBWILLIAMS COS INC | 723 | $46.0M | 0.03% | |
| 147 | KMBKIMBERLY-CLARK CORP | 362 | $44.6M | 0.03% | |
| 148 | DDOMINION ENERGY INC | 732 | $44.6M | 0.03% | |
| 149 | AQLTISHARES TR | 505 | $44.4M | 0.03% | |
| 150 | SEISSEI EXCHANGE TRADED FUNDS | 1,583 | $44.2M | 0.03% | |
| 151 | JNJJOHNSON & JOHNSON | 223 | $41.5M | 0.03% | |
| 152 | VOOVANGUARD INDEX FDS | 67 | $41.2M | 0.02% | |
| 153 | UNHUNITEDHEALTH GROUP INC | 118 | $41.1M | 0.02% | |
| 154 | BMYBRISTOL-MYERS SQUIBB CO | 852 | $40.4M | 0.02% | |
| 155 | SEIQSEI EXCHANGE TRADED FUNDS | 1,021 | $39.5M | 0.02% | |
| 156 | ABTABBOTT LABS | 293 | $39.1M | 0.02% | |
| 157 | TOLTOLL BROTHERS INC | 261 | $36.5M | 0.02% | |
| 158 | SCHDSCHWAB STRATEGIC TR | 1,306 | $36.0M | 0.02% | |
| 159 | JPMJPMORGAN CHASE & CO. | 112 | $34.8M | 0.02% | |
| 160 | ORCLORACLE CORP | 120 | $34.7M | 0.02% | |
| 161 | COSCNO FINL GROUP INC | 881 | $34.5M | 0.02% | |
| 162 | KOCOCA COLA CO | 498 | $33.3M | 0.02% | |
| 163 | EDCONSOLIDATED EDISON INC | 324 | $31.8M | 0.02% | |
| 164 | CAHCARDINAL HEALTH INC | 199 | $31.4M | 0.02% | |
| 165 | DFACDIMENSIONAL ETF TRUST | 800 | $30.9M | 0.02% | |
| 166 | FBTCFIDELITY WISE ORIGIN BITCOIN | 301 | $30.9M | 0.02% | |
| 167 | HYDVANECK ETF TRUST | 589 | $29.9M | 0.02% | |
| 168 | TSLATESLA INC | 65 | $29.9M | 0.02% | |
| 169 | ENBENBRIDGE INC | 564 | $28.0M | 0.02% | |
| 170 | IVWISHARES TR | 229 | $27.8M | 0.02% | |
| 171 | MUBISHARES TR | 242 | $25.7M | 0.02% | |
| 172 | VUGVANGUARD INDEX FDS | 53 | $25.5M | 0.02% | |
| 173 | AZOAUTOZONE INC | 6 | $25.5M | 0.02% | |
| 174 | HUBSHUBSPOT INC | 56 | $24.7M | 0.01% | |
| 175 | TAT&T INC | 871 | $24.0M | 0.01% | |
| 176 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 2,084 | $23.8M | 0.01% | |
| 177 | MCOMOODYS CORP | 49 | $23.5M | 0.01% | |
| 178 | MUMICRON TECHNOLOGY INC | 129 | $23.5M | 0.01% | |
| 179 | PSAPUBLIC STORAGE OPER CO | 80 | $23.3M | 0.01% | |
| 180 | EPDENTERPRISE PRODS PARTNERS L | 728 | $22.7M | 0.01% | |
| 181 | HDHOME DEPOT INC | 56 | $22.2M | 0.01% | |
| 182 | PRUPRUDENTIAL FINL INC | 211 | $21.7M | 0.01% | |
| 183 | WFCWELLS FARGO CO NEW | 267 | $21.6M | 0.01% | |
| 184 | CGNXCOGNEX CORP | 470 | $21.5M | 0.01% | |
| 185 | CMCSACOMCAST CORP NEW | 642 | $19.9M | 0.01% | |
| 186 | BACVERIZON COMMUNICATIONS INC | 449 | $19.7M | 0.01% | |
| 187 | RSHOTEMA ETF TRUST | 451 | $19.4M | 0.01% | |
| 188 | DHRDANAHER CORPORATION | 90 | $19.2M | 0.01% | |
| 189 | SPDWSPDR INDEX SHS FDS | 438 | $18.9M | 0.01% | |
| 190 | PEPPEPSICO INC | 131 | $18.8M | 0.01% | |
| 191 | BRK/BBERKSHIRE HATHAWAY INC DEL | 37 | $18.4M | 0.01% | |
| 192 | RTXRTX CORPORATION | 108 | $18.1M | 0.01% | |
| 193 | ETENERGY TRANSFER L P | 1,019 | $17.3M | 0.01% | |
| 194 | LOWLOWES COS INC | 66 | $16.4M | 0.01% | |
| 195 | IBMINTERNATIONAL BUSINESS MACHS | 55 | $15.8M | 0.01% | |
| 196 | SBLKSTAR BULK CARRIERS CORP. | 803 | $15.0M | 0.01% | |
| 197 | CMECME GROUP INC | 56 | $14.9M | 0.01% | |
| 198 | PFEPFIZER INC | 529 | $14.4M | 0.01% | |
| 199 | WSBCWESBANCO INC | 443 | $14.2M | 0.01% | |
| 200 | TJXTJX COS INC NEW | 98 | $14.1M | 0.01% |