Twelve Points Wealth Management LLC Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$371.5B

Holdings

189

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (189 positions)

#StockSharesValue% PortfolioType
101
UNHUNITEDHEALTH GROUP INC
2,963$924.5M0.25%
102
BRK/BBERKSHIRE HATHAWAY INC DEL
1,887$916.6M0.25%
103
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
11,660$909.8M0.24%
104
ADPAUTOMATIC DATA PROCESSING IN
2,926$902.4M0.24%
105
CECELANESE CORP DEL
15,781$873.2M0.24%
106
EWBCEAST WEST BANCORP INC
8,619$870.3M0.23%
107
RTXRTX CORPORATION
5,878$858.3M0.23%
108
MMM3M CO
5,505$838.1M0.23%
109
TROWPRICE T ROWE GROUP INC
8,614$831.2M0.22%
110
IVVISHARES TR
1,292$802.2M0.22%
111
FTLSFIRST TR EXCH TRADED FD III
11,988$794.6M0.21%
112
MLB1MERCADOLIBRE INC
301$786.7M0.21%
113
CHHCHOICE HOTELS INTL INC
6,198$786.4M0.21%
114
GILDGILEAD SCIENCES INC
6,499$720.5M0.19%
115
AMZNAMAZON COM INC
3,237$710.2M0.19%
116
USMVISHARES TR
7,540$707.8M0.19%
117
ABTABBOTT LABS
4,971$676.1M0.18%
118
LRGFISHARES TR
10,471$671.5M0.18%
119
SHYGISHARES TR
14,947$644.8M0.17%
120
FEFIRSTENERGY CORP
15,969$642.9M0.17%
121
LLYELI LILLY & CO
819$638.4M0.17%
122
RFVINVESCO EXCHANGE TRADED FD T
5,185$626.8M0.17%
123
SCHGSCHWAB STRATEGIC TR
21,291$621.9M0.17%
124
NCZVIRTUS CONVERTIBLE & INC FD
48,093$617.5M0.17%
125
PPLPPL CORP
18,124$614.2M0.17%
126
SONYSONY GROUP CORP
23,327$607.2M0.16%
127
SPTMSPDR SERIES TRUST
7,925$593.5M0.16%
128
RZVINVESCO EXCHANGE TRADED FD T
5,360$561.6M0.15%
129
LQDHISHARES U S ETF TR
6,068$560.7M0.15%
130
FLUTFLUTTER ENTMT PLC
1,849$528.2M0.14%
131
DHRDANAHER CORPORATION
2,546$502.9M0.14%
132
REETISHARES TR
20,235$499.8M0.13%
133
ULUNILEVER PLC
7,954$486.5M0.13%
134
DISDISNEY WALT CO
3,923$486.5M0.13%
135
AVKADVENT CONV & INCOME FD
34,780$421.2M0.11%
136
IUSBISHARES TR
8,911$411.9M0.11%
137
METAMETA PLATFORMS INC
551$406.7M0.11%
138
GIISPDR INDEX SHS FDS
5,862$394.7M0.11%
139
SPLBSPDR SERIES TRUST
17,428$393.3M0.11%
140
CARRCARRIER GLOBAL CORPORATION
5,339$390.8M0.11%
141
VYMVANGUARD WHITEHALL FDS
2,908$387.7M0.10%
142
TAT&T INC
13,157$380.8M0.10%
143
PFEPFIZER INC
15,406$373.4M0.10%
144
LNWOLIGHT & WONDER INC
3,750$361.0M0.10%
145
DEODIAGEO PLC
3,508$353.7M0.10%
146
SPYVSPDR SERIES TRUST
6,685$349.9M0.09%
147
CITCINTAS CORP
1,567$349.3M0.09%
148
AQLTISHARES TR
4,173$348.3M0.09%
149
BNDVANGUARD BD INDEX FDS
4,506$331.8M0.09%
150
JPSTJ P MORGAN EXCHANGE TRADED F
6,546$331.8M0.09%
151
SCHFSCHWAB STRATEGIC TR
14,444$319.2M0.09%
152
WBAWALGREENS BOOTS ALLIANCE INC
27,748$318.5M0.09%
153
MSTXTIDAL TR II
7,808$315.1M0.08%
154
IEMGISHARES INC
5,133$308.1M0.08%
155
1S4HARBORONE BANCORP INC NEW
25,649$299.6M0.08%
156
ACWVISHARES INC
2,516$298.3M0.08%
157
MACMACERICH CO
18,433$298.3M0.08%
158
NDQINVESCO QQQ TR
539$297.1M0.08%
159
MAGSLISTED FDS TR
5,050$280.1M0.08%
160
INTUINTUIT
352$277.2M0.07%
161
LIENCHICAGO ATLANTIC BDC INC
26,233$271.5M0.07%
162
VNQVANGUARD INDEX FDS
2,985$265.9M0.07%
163
IVWISHARES TR
2,320$255.5M0.07%
164
AVGOBROADCOM INC
910$250.8M0.07%
165
SPYSPDR S&P 500 ETF TR
402$248.6M0.07%
166
FISFIDELITY NATL INFORMATION SV
3,017$245.6M0.07%
167
NVDANVIDIA CORPORATION
1,535$242.5M0.07%
168
VOOVANGUARD INDEX FDS
418$237.7M0.06%
169
JBSSSANFILIPPO JOHN B & SON INC
3,754$237.4M0.06%
170
HUBSHUBSPOT INC
416$231.6M0.06%
171
GLWCORNING INC
4,248$223.4M0.06%
172
A4SAMERIPRISE FINL INC
412$219.9M0.06%
173
IWBISHARES TR
643$218.3M0.06%
174
GDXJVANECK ETF TRUST
3,211$217.0M0.06%
175
HDHOME DEPOT INC
589$215.8M0.06%
176
FICOFAIR ISAAC CORP
116$212.0M0.06%
177
IJTISHARES TR
1,589$211.4M0.06%
178
BACBANK AMERICA CORP
4,413$208.8M0.06%
179
VDEVANGUARD WORLD FD
1,745$207.9M0.06%
180
IWDISHARES TR
1,066$207.0M0.06%
181
AOAISHARES TR
2,479$206.7M0.06%
182
XRMMXRIVERNORTH MANAGED DUR MUN I
13,697$183.7M0.05%
183
EVNEATON VANCE MUNI INCOME TRUS
15,906$162.7M0.04%
184
OI*O-I GLASS INC
11,015$162.4M0.04%
185
KROKRONOS WORLDWIDE INC
25,908$160.6M0.04%
186
RMIRIVERNORTH OPPORTUNISTIC MUN
10,170$145.0M0.04%
187
BGBBLACKSTONE STRATEGIC CRED 20
10,209$123.7M0.03%
188
SERASERA PROGNOSTICS INC
43,388$120.2M0.03%
189
JBLUJETBLUE AWYS CORP
10,242$43.3M0.01%
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