Turning Point Benefit Group, Inc. Q4 2025 Filing
Filed January 30, 2026
Portfolio Value
$191.4B
Holdings
847
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (847 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | NEENEXTERA ENERGY INC | 213 | $17.0M | 0.01% | |
| 202 | LOWLOWES COS INC | 74 | $17.0M | 0.01% | |
| 203 | IVVISHARES TR | 26 | $17.0M | 0.01% | |
| 204 | PEPPEPSICO INC | 125 | $17.0M | 0.01% | |
| 205 | BACBANK AMERICA CORP | 320 | $17.0M | 0.01% | |
| 206 | CMCSACOMCAST CORP NEW | 574 | $17.0M | 0.01% | |
| 207 | ETENERGY TRANSFER L P | 1,038 | $17.0M | 0.01% | |
| 208 | CGNXCOGNEX CORP | 470 | $16.0M | 0.01% | |
| 209 | EPDENTERPRISE PRODS PARTNERS L | 516 | $16.0M | 0.01% | |
| 210 | VUGVANGUARD INDEX FDS | 34 | $16.0M | 0.01% | |
| 211 | BKNGBOOKING HOLDINGS INC | 3 | $15.0M | 0.01% | |
| 212 | SBLKSTAR BULK CARRIERS CORP. | 803 | $15.0M | 0.01% | |
| 213 | ADBEADOBE INC | 44 | $15.0M | 0.01% | |
| 214 | HUBSHUBSPOT INC | 36 | $14.0M | 0.01% | |
| 215 | ADIANALOG DEVICES INC | 55 | $14.0M | 0.01% | |
| 216 | MTBM & T BK CORP | 71 | $14.0M | 0.01% | |
| 217 | WSBCWESBANCO INC | 443 | $14.0M | 0.01% | |
| 218 | HLTHILTON WORLDWIDE HLDGS INC | 51 | $14.0M | 0.01% | |
| 219 | PFEPFIZER INC | 606 | $14.0M | 0.01% | |
| 220 | NXPINXP SEMICONDUCTORS N V | 64 | $13.0M | 0.01% | |
| 221 | SHWSHERWIN WILLIAMS CO | 43 | $13.0M | 0.01% | |
| 222 | HIGHARTFORD INSURANCE GROUP INC | 102 | $13.0M | 0.01% | |
| 223 | PWRQUANTA SVCS INC | 31 | $13.0M | 0.01% | |
| 224 | GMGENERAL MTRS CO | 149 | $12.0M | 0.01% | |
| 225 | GEGE AEROSPACE | 40 | $12.0M | 0.01% | |
| 226 | BNDVANGUARD BD INDEX FDS | 165 | $12.0M | 0.01% | |
| 227 | 4I1PHILIP MORRIS INTL INC | 80 | $12.0M | 0.01% | |
| 228 | EOGEOG RES INC | 115 | $12.0M | 0.01% | |
| 229 | ACNACCENTURE PLC IRELAND | 45 | $11.0M | 0.01% | |
| 230 | GSGOLDMAN SACHS GROUP INC | 13 | $11.0M | 0.01% | |
| 231 | OTISOTIS WORLDWIDE CORP | 135 | $11.0M | 0.01% | |
| 232 | AMTAMERICAN TOWER CORP | 68 | $11.0M | 0.01% | |
| 233 | IDEVISHARES TR | 145 | $11.0M | 0.01% | |
| 234 | SNPSSYNOPSYS INC | 25 | $11.0M | 0.01% | |
| 235 | NOCNORTHROP GRUMMAN CORP | 20 | $11.0M | 0.01% | |
| 236 | TRVCCITIGROUP INC | 97 | $11.0M | 0.01% | |
| 237 | IEMGISHARES INC | 168 | $11.0M | 0.01% | |
| 238 | PGPROCTER & GAMBLE CO | 70 | $10.0M | 0.01% | |
| 239 | MSCIMSCI INC | 19 | $10.0M | 0.01% | |
| 240 | VRTXVERTEX PHARMACEUTICALS INC | 24 | $10.0M | 0.01% | |
| 241 | NMZNUVEEN MUN HIGH INCOME OPPOR | 1,004 | $10.0M | 0.01% | |
| 242 | MOALTRIA GROUP INC | 159 | $9.0M | 0.00% | |
| 243 | FITBFIFTH THIRD BANCORP | 200 | $9.0M | 0.00% | |
| 244 | ZTSZOETIS INC | 76 | $9.0M | 0.00% | |
| 245 | SEIESEI EXCHANGE TRADED FUNDS | 295 | $9.0M | 0.00% | |
| 246 | IJRISHARES TR | 75 | $9.0M | 0.00% | |
| 247 | ROPROPER TECHNOLOGIES INC | 22 | $9.0M | 0.00% | |
| 248 | NINISOURCE INC | 230 | $9.0M | 0.00% | |
| 249 | MTDMETTLER TOLEDO INTERNATIONAL | 6 | $8.0M | 0.00% | |
| 250 | JPCNUVEEN PFD & INCOME OPPORTUN | 1,092 | $8.0M | 0.00% | |
| 251 | AXPAMERICAN EXPRESS CO | 23 | $8.0M | 0.00% | |
| 252 | HYGISHARES TR | 106 | $8.0M | 0.00% | |
| 253 | FANFIRST TR EXCHANGE-TRADED FD | 408 | $8.0M | 0.00% | |
| 254 | TFCTRUIST FINL CORP | 183 | $8.0M | 0.00% | |
| 255 | FFORD MTR CO | 669 | $8.0M | 0.00% | |
| 256 | FGDFIRST TR EXCHANGE-TRADED FD | 292 | $8.0M | 0.00% | |
| 257 | CFGCITIZENS FINL GROUP INC | 153 | $8.0M | 0.00% | |
| 258 | IWNISHARES TR | 49 | $8.0M | 0.00% | |
| 259 | CARRCARRIER GLOBAL CORPORATION | 148 | $7.0M | 0.00% | |
| 260 | IWRISHARES TR | 83 | $7.0M | 0.00% | |
| 261 | FBINFORTUNE BRANDS INNOVATIONS I | 145 | $7.0M | 0.00% | |
| 262 | RALRALLIANT CORP | 142 | $7.0M | 0.00% | |
| 263 | DWDMORGAN STANLEY | 47 | $7.0M | 0.00% | |
| 264 | BANCBANC OF CALIFORNIA INC | 396 | $7.0M | 0.00% | |
| 265 | FSSLFS SPECIALTY LENDING FD | 507 | $7.0M | 0.00% | |
| 266 | MRSHMARSH & MCLENNAN COS INC | 40 | $7.0M | 0.00% | |
| 267 | ETRENTERGY CORP NEW | 82 | $7.0M | 0.00% | |
| 268 | GEVGE VERNOVA INC | 12 | $7.0M | 0.00% | |
| 269 | FDSFACTSET RESH SYS INC | 22 | $6.0M | 0.00% | |
| 270 | GGGGRACO INC | 76 | $6.0M | 0.00% | |
| 271 | INTUINTUIT | 10 | $6.0M | 0.00% | |
| 272 | GRIDFIRST TR EXCHANGE-TRADED FD | 42 | $6.0M | 0.00% | |
| 273 | PGPROCTER AND GAMBLE CO | 46 | $6.0M | 0.00% | |
| 274 | COINCOINBASE GLOBAL INC | 29 | $6.0M | 0.00% | |
| 275 | UBERUBER TECHNOLOGIES INC | 77 | $6.0M | 0.00% | |
| 276 | SCHWSCHWAB CHARLES CORP | 68 | $6.0M | 0.00% | |
| 277 | BUDANHEUSER BUSCH INBEV SA/NV | 99 | $6.0M | 0.00% | |
| 278 | VWOBVANGUARD WHITEHALL FDS | 84 | $5.0M | 0.00% | |
| 279 | RTXRTX CORPORATION | 32 | $5.0M | 0.00% | |
| 280 | BLKBLACKROCK INC | 5 | $5.0M | 0.00% | |
| 281 | OKLOOKLO INC | 75 | $5.0M | 0.00% | |
| 282 | TMHCTAYLOR MORRISON HOME CORP | 101 | $5.0M | 0.00% | |
| 283 | BBIOBRIDGEBIO PHARMA INC | 73 | $5.0M | 0.00% | |
| 284 | SRESEMPRA | 59 | $5.0M | 0.00% | |
| 285 | QCOMQUALCOMM INC | 34 | $5.0M | 0.00% | |
| 286 | UNGUNITED STS NAT GAS FD LP | 455 | $5.0M | 0.00% | |
| 287 | TMEDT ROWE PRICE ETF INC | 112 | $5.0M | 0.00% | |
| 288 | FEFIRSTENERGY CORP | 123 | $5.0M | 0.00% | |
| 289 | SMRNUSCALE PWR CORP | 355 | $5.0M | 0.00% | |
| 290 | SYKSTRYKER CORPORATION | 17 | $5.0M | 0.00% | |
| 291 | LPZBLIGHTPATH TECHNOLOGIES INC | 500 | $5.0M | 0.00% | |
| 292 | OMCOMNICOM GROUP INC | 71 | $5.0M | 0.00% | |
| 293 | CPBTHE CAMPBELLS COMPANY | 187 | $5.0M | 0.00% | |
| 294 | KEYKEYCORP | 282 | $5.0M | 0.00% | |
| 295 | ABNBAIRBNB INC | 40 | $5.0M | 0.00% | |
| 296 | VBKVANGUARD INDEX FDS | 18 | $5.0M | 0.00% | |
| 297 | NKENIKE INC | 87 | $5.0M | 0.00% | |
| 298 | TPRTAPESTRY INC | 46 | $5.0M | 0.00% | |
| 299 | IWOISHARES TR | 17 | $5.0M | 0.00% | |
| 300 | USBUS BANCORP DEL | 112 | $5.0M | 0.00% |