Twelve Points Wealth Management LLC

data from 30/09/2025

Capitalization

$ 401.371 M 8.03 %

Average holding period

11 ans

Performance

$ 48.801 M 11.87 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Twelve Points Wealth Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BIL SPDR SERIES TRUST 12.07% 48.439 M $ 527943 2022/06/30 10.966 K $ 0.02 %
2025/09/30 ASA ASA GOLD AND PRECIOUS MTLS L 5.46% 21.930 M $ 478820 2021/12/31 7.118 M $ 45.07 %
2025/09/30 SGOV ISHARES TR 4.31% 17.295 M $ 171745 2024/06/30 1.435 K $ 0.01 %
2025/09/30 FLTR VANECK ETF TRUST 3.59% 14.427 M $ 564220 2024/12/31 35.309 K $ 0.27 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 3.14% 12.606 M $ 176623 2025/06/30 781.204 K $ 6.17 %
2025/09/30 VTIP VANGUARD MALVERN FDS 2.98% 11.947 M $ 235966 2024/12/31 77.781 K $ 0.72 %
2025/09/30 IOO ISHARES TR 2.81% 11.282 M $ 94006 2025/06/30 454.047 K $ 11.32 %
2025/09/30 FPE FIRST TR EXCH TRADED FD III 2.37% 9.495 M $ 520584 2021/12/31 214.548 K $ 2.47 %
2025/09/30 DGRO ISHARES TR 1.76% 7.078 M $ 103965 2021/12/31 199.295 K $ 6.47 %
2025/09/30 SLV ISHARES SILVER TR 1.72% 6.912 M $ 163125 2025/06/30 1.953 M $ 29.14 %
2025/09/30 VSS VANGUARD INTL EQUITY INDEX F 1.68% 6.723 M $ 47163 2025/06/30 381.431 K $ 6.07 %
2025/09/30 DBL DOUBLELINE OPPORTUNISTIC CR 1.54% 6.179 M $ 396595 2021/12/31 79.718 K $ 1.30 %
2025/09/30 SRLN SSGA ACTIVE ETF TR 1.53% 6.150 M $ 147907 2021/12/31 -1.282 K $ -0.02 %
2025/09/30 BXMX NUVEEN S&P 500 BUY-WRITE INC 1.52% 6.105 M $ 422767 2021/12/31 242.306 K $ 4.03 %
2025/09/30 GLD SPDR GOLD TR 1.43% 5.721 M $ 16094 2021/12/31 848.068 K $ 16.61 %
2025/09/30 PSK SPDR SERIES TRUST 1.25% 5.033 M $ 152181 2021/12/31 201.640 K $ 4.12 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.18% 4.752 M $ 15065 2021/12/31 384.841 K $ 8.80 %
2025/09/30 AAPL APPLE INC 1.11% 4.462 M $ 17523 2021/12/31 866.984 K $ 24.11 %
2025/09/30 BEN FRANKLIN RESOURCES INC 1.03% 4.138 M $ 178888 2021/12/31 -128.797 K $ -3.02 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.94% 3.771 M $ 5 2025/03/31 127.000 K $ 3.49 %
2025/09/30 JBL JABIL INC 0.92% 3.703 M $ 17049 2021/12/31 -17.407 K $ -0.43 %
2025/09/30 APAM ARTISAN PARTNERS ASSET MGMT 0.89% 3.580 M $ 82494 2021/12/31 -76.074 K $ -2.10 %
2025/09/30 RFG INVESCO EXCHANGE TRADED FD T 0.88% 3.535 M $ 69387 2021/12/31 154.679 K $ 4.51 %
2025/09/30 EOG EOG RES INC 0.80% 3.230 M $ 28807 2023/06/30 -217.472 K $ -6.26 %
2025/09/30 FGD FIRST TR EXCHANGE TRADED FD 0.78% 3.131 M $ 108920 2021/12/31 134.084 K $ 4.39 %
2025/09/30 XOM EXXON MOBIL CORP 0.78% 3.113 M $ 27611 2021/12/31 130.635 K $ 4.59 %
2025/09/30 CSCO CISCO SYS INC 0.77% 3.106 M $ 45392 2021/12/31 -44.983 K $ -1.38 %
2025/09/30 TXN TEXAS INSTRS INC 0.76% 3.048 M $ 16589 2021/12/31 -415.948 K $ -11.51 %
2025/09/30 OKE ONEOK INC NEW 0.72% 2.900 M $ 39746 2022/09/30 -307.404 K $ -10.61 %
2025/09/30 SWKS SKYWORKS SOLUTIONS INC 0.70% 2.795 M $ 36310 2021/12/31 93.812 K $ 3.30 %
2025/09/30 MSFT MICROSOFT CORP 0.69% 2.764 M $ 5337 2021/12/31 109.621 K $ 4.13 %
2025/09/30 BDC BELDEN INC 0.69% 2.760 M $ 22951 2021/12/31 107.999 K $ 3.86 %
2025/09/30 RZG INVESCO EXCHANGE TRADED FD T 0.68% 2.724 M $ 50013 2021/12/31 196.661 K $ 7.73 %
2025/09/30 HGER HARBOR ETF TRUST 0.66% 2.633 M $ 102049 2024/09/30 115.789 K $ 6.22 %
2025/09/30 IAU ISHARES GOLD TR 0.65% 2.626 M $ 36086 2021/12/31 199.684 K $ 16.69 %
2025/09/30 BWA BORGWARNER INC 0.65% 2.626 M $ 59732 2021/12/31 695.505 K $ 31.30 %
2025/09/30 CLF CLEVELAND-CLIFFS INC NEW 0.65% 2.609 M $ 213862 2021/12/31 1.194 M $ 60.53 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.59% 2.348 M $ 12666 2021/12/31 437.908 K $ 21.39 %
2025/09/30 HI HILLENBRAND INC 0.57% 2.277 M $ 84194 2021/12/31 619.179 K $ 34.73 %
2025/09/30 HOG HARLEY DAVIDSON INC 0.55% 2.195 M $ 78686 2021/12/31 349.740 K $ 18.22 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.54% 2.156 M $ 7640 2021/12/31 -159.049 K $ -4.28 %
2025/09/30 QCOM QUALCOMM INC 0.52% 2.088 M $ 12550 2021/12/31 93.379 K $ 4.46 %
2025/09/30 ATKR ATKORE INC 0.52% 2.085 M $ 33236 2021/12/31 -261.424 K $ -11.07 %
2025/09/30 GEF GREIF INC 0.51% 2.058 M $ 34440 2021/12/31 -198.054 K $ -8.05 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.51% 2.051 M $ 52289 2021/12/31 -233.340 K $ -9.53 %
2025/09/30 VSH VISHAY INTERTECHNOLOGY INC 0.51% 2.033 M $ 132904 2024/09/30 -80.006 K $ -3.65 %
2025/09/30 CAIE CALAMOS ETF TR 0.50% 2.026 M $ 73771 2025/09/30 0.000 $ 0.00 %
2025/09/30 RPG INVESCO EXCHANGE TRADED FD T 0.50% 2.000 M $ 41902 2021/12/31 82.190 K $ 4.26 %
2025/09/30 CR CRANE COMPANY 0.50% 1.992 M $ 10818 2024/03/31 -65.785 K $ -3.03 %
2025/09/30 CC CHEMOURS CO 0.49% 1.964 M $ 123973 2021/12/31 627.221 K $ 38.34 %
2025/09/30 EMQQ EXCHANGE TRADED CONCEPTS TRU 0.48% 1.937 M $ 41722 2021/12/31 202.042 K $ 11.45 %
2025/09/30 SPTM SPDR SERIES TRUST 0.47% 1.904 M $ 23603 2021/12/31 45.648 K $ 7.69 %
2025/09/30 PEP PEPSICO INC 0.47% 1.889 M $ 13452 2021/12/31 117.642 K $ 6.36 %
2025/09/30 QAI NEW YORK LIFE INVESTMENTS ET 0.46% 1.852 M $ 55082 2021/12/31 74.394 K $ 4.05 %
2025/09/30 V VISA INC 0.45% 1.806 M $ 5291 2021/12/31 -72.519 K $ -3.85 %
2025/09/30 DBMF LITMAN GREGORY FDS TR 0.43% 1.711 M $ 62665 2023/12/31 105.634 K $ 6.14 %
2025/09/30 EMR EMERSON ELEC CO 0.41% 1.639 M $ 12496 2021/12/31 -28.137 K $ -1.61 %
2025/09/30 PCAR PACCAR INC 0.41% 1.630 M $ 16582 2021/12/31 52.877 K $ 3.43 %
2025/09/30 GOOGL ALPHABET INC 0.40% 1.603 M $ 6592 2021/12/31 440.807 K $ 37.94 %
2025/09/30 CHRW C H ROBINSON WORLDWIDE INC 0.40% 1.595 M $ 12049 2021/12/31 501.151 K $ 37.99 %
2025/09/30 DXC DXC TECHNOLOGY CO 0.39% 1.584 M $ 116187 2021/12/31 -186.861 K $ -10.86 %
2025/09/30 SLYG SPDR SERIES TRUST 0.39% 1.557 M $ 16514 2022/03/31 91.817 K $ 6.26 %
2025/09/30 TRN TRINITY INDS INC 0.39% 1.554 M $ 55438 2021/12/31 58.911 K $ 3.81 %
2025/09/30 MAGS LISTED FDS TR 0.39% 1.547 M $ 23845 2025/06/30 47.419 K $ 16.93 %
2025/09/30 HUN HUNTSMAN CORP 0.38% 1.529 M $ 170283 2021/12/31 -214.623 K $ -13.82 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.38% 1.527 M $ 4597 2021/12/31 60.588 K $ 4.13 %
2025/09/30 VTI VANGUARD INDEX FDS 0.37% 1.497 M $ 4562 2022/03/31 110.582 K $ 7.98 %
2025/09/30 MRK MERCK & CO INC 0.37% 1.492 M $ 17773 2021/12/31 88.869 K $ 6.03 %
2025/09/30 DINO HF SINCLAIR CORP 0.37% 1.486 M $ 28393 2022/06/30 383.549 K $ 27.41 %
2025/09/30 ABBV ABBVIE INC 0.36% 1.444 M $ 6235 2021/12/31 310.832 K $ 24.74 %
2025/09/30 CMI CUMMINS INC 0.36% 1.426 M $ 3376 2021/12/31 346.560 K $ 28.97 %
2025/09/30 SHYG ISHARES TR 0.35% 1.395 M $ 32212 2025/03/31 2.391 K $ 0.37 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.34% 1.361 M $ 7173 2021/12/31 102.254 K $ 4.38 %
2025/09/30 MDYG SPDR SERIES TRUST 0.34% 1.360 M $ 14858 2022/06/30 71.044 K $ 5.40 %
2025/09/30 AYI ACUITY INC 0.34% 1.347 M $ 3912 2022/03/31 199.534 K $ 15.43 %
2025/09/30 AIA ISHARES TR 0.33% 1.310 M $ 13852 2021/12/31 191.753 K $ 16.70 %
2025/09/30 RLY SSGA ACTIVE ETF TR 0.32% 1.297 M $ 41989 2021/12/31 90.559 K $ 6.15 %
2025/09/30 GOOG ALPHABET INC 0.32% 1.294 M $ 5314 2021/12/31 354.882 K $ 37.30 %
2025/09/30 LEVI LEVI STRAUSS & CO NEW 0.32% 1.286 M $ 55184 2021/12/31 321.202 K $ 26.01 %
2025/09/30 SPYG SPDR SERIES TRUST 0.32% 1.276 M $ 12209 2022/06/30 112.200 K $ 9.64 %
2025/09/30 MCHP MICROCHIP TECHNOLOGY INC. 0.31% 1.263 M $ 19668 2021/12/31 -132.194 K $ -8.74 %
2025/09/30 LQDH ISHARES U S ETF TR 0.31% 1.246 M $ 13319 2025/06/30 6.978 K $ 1.24 %
2025/09/30 TGT TARGET CORP 0.31% 1.236 M $ 13776 2025/09/30 0.000 $ 0.00 %
2025/09/30 MGA MAGNA INTL INC 0.31% 1.230 M $ 25956 2022/03/31 273.571 K $ 22.71 %
2025/09/30 MSM MSC INDL DIRECT INC 0.30% 1.189 M $ 12900 2021/12/31 106.536 K $ 8.37 %
2025/09/30 LYB LYONDELLBASELL INDUSTRIES N 0.29% 1.163 M $ 23725 2021/12/31 -452.642 K $ -15.24 %
2025/09/30 IUSG ISHARES TR 0.28% 1.143 M $ 6946 2023/12/31 110.094 K $ 9.40 %
2025/09/30 FINS ANGEL OAK FINL STRATEGIES IN 0.28% 1.125 M $ 85812 2021/12/31 11.209 K $ 1.00 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.28% 1.123 M $ 18736 2021/12/31 57.210 K $ 5.10 %
2025/09/30 MBIN MERCHANTS BANCORP IND 0.28% 1.116 M $ 35097 2022/03/31 -49.690 K $ -3.84 %
2025/09/30 RPV INVESCO EXCHANGE TRADED FD T 0.28% 1.110 M $ 11171 2021/12/31 65.304 K $ 5.99 %
2025/09/30 SCHB SCHWAB STRATEGIC TR 0.27% 1.098 M $ 42718 2021/12/31 80.309 K $ 7.89 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.27% 1.097 M $ 3176 2021/12/31 98.756 K $ 10.68 %
2025/09/30 IXUS ISHARES TR 0.27% 1.092 M $ 13228 2022/03/31 64.009 K $ 6.82 %
2025/09/30 SNA SNAP ON INC 0.27% 1.091 M $ 3149 2022/03/31 122.381 K $ 11.36 %
2025/09/30 FMF FIRST TR EXCHANGE-TRADED FD 0.26% 1.046 M $ 21486 2025/09/30 0.000 $ 0.00 %
2025/09/30 KR KROGER CO 0.26% 1.035 M $ 15347 2022/03/31 -72.610 K $ -6.02 %
2025/09/30 MCD MCDONALDS CORP 0.26% 1.034 M $ 3404 2021/12/31 42.906 K $ 4.01 %
2025/09/30 GWW GRAINGER W W INC 0.26% 1.031 M $ 1082 2022/03/31 -103.950 K $ -8.39 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.25% 1.019 M $ 2027 2021/12/31 32.022 K $ 3.49 %