The Analysis of Towercrest Capital Management's Holdings

Currently, Towercrest Capital Management holds 98 types of securities in its portfolio with a total value $634.3M. In the most recent quarter, they have increased their positions in LQD (+89.2K shares, valued at $9.8M), HYG (+89.0K shares, valued at $7.2M), AGG (+37.0K shares, valued at $3.7M); decreased their positions in CORP (-90.7K shares, valued at $8.9M), PHB (-212.5K shares, valued at $4.0M), SCHA (-58.3K shares, valued at $1.7M); initiated new positions in TT (+871 shares, valued at $339.0K), PNC (+978 shares, valued at $204.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR99.3K shares2.67%2025-12-312026-01-21

SCHX SCHWAB STRATEGIC TR2.2M shares-1.46%2025-12-312026-01-21

AGG ISHARES TR382.6K shares10.71%2025-12-312026-01-21

HYG ISHARES TR442.5K shares25.17%2025-12-312026-01-21

FLOT ISHARES TR562.9K shares0.93%2025-12-312026-01-21

LQD ISHARES TR242.0K shares58.39%2025-12-312026-01-21

IEFA ISHARES TR284.0K shares3.11%2025-12-312026-01-21

SCHZ SCHWAB STRATEGIC TR1.0M shares-4.24%2025-12-312026-01-21

Sponsored

IEMG ISHARES TR316.7K shares-1.31%2025-12-312026-01-21

EMB ISHARES TR213.3K shares5.35%2025-12-312026-01-21

FLRN SPDR SER TR651.2K shares-2.12%2025-12-312026-01-21

SCHF SCHWAB STRATEGIC TR810.7K shares-1.29%2025-12-312026-01-21

SCHE SCHWAB STRATEGIC TR482.4K shares-5.13%2025-12-312026-01-21

IJH ISHARES TR220.1K shares2.44%2025-12-312026-01-21

MUB ISHARES TR134.3K shares3.54%2025-12-312026-01-21

SPYM SPDR SERIES TRUST169.2K shares-2.00%2025-12-312026-01-21

Sponsored

IJR ISHARES TR97.5K shares-11.86%2025-12-312026-01-21

SCHM SCHWAB STRATEGIC TR380.3K shares-1.55%2025-12-312026-01-21

SCHB SCHWAB STRATEGIC TR408.4K shares-2.12%2025-12-312026-01-21

SPY SPDR TR S&P 500 ETF TR14.8K shares-2.08%2025-12-312026-01-21

SPAB SPDR SERIES TRUST380.9K shares2.87%2025-12-312026-01-21

ITOT ISHARES TR64.0K shares0.23%2025-12-312026-01-21

AAPL APPLE INC33.4K shares-1.99%2025-12-312026-01-21

SCHA SCHWAB STRATEGIC TR316.0K shares-15.59%2025-12-312026-01-21

Sponsored

SHYG ISHARES TR163.5K shares10.50%2025-12-312026-01-21

SPIB SPDR SERIES TRUST187.6K shares1.16%2025-12-312026-01-21

SCHD SCHWAB STRATEGIC TR214.6K shares-0.12%2025-12-312026-01-21

DGRO ISHARES TR84.7K shares1.54%2025-12-312026-01-21

SPEM SPDR INDEX SHS FDS114.6K shares-4.99%2025-12-312026-01-21

PCY INVESCO EXCHNG TRADED FD TR241.4K shares-11.04%2025-12-312026-01-21

SPDW SPDR INDEX SHS FDS115.2K shares-2.58%2025-12-312026-01-21

CL COLGATE PALMOLIVE CO63.9K shares-0.36%2025-12-312026-01-21

Sponsored

MSFT MICROSOFT CORP7.2K shares-0.81%2025-12-312026-01-21

IWF ISHARES TR7.2K shares0.00%2025-12-312026-01-21

SCHG SCHWAB STRATEGIC TR102.2K shares-0.02%2025-12-312026-01-21

TFI SPDR SER TR71.8K shares-9.62%2025-12-312026-01-21

SPMD SPDR SERIES TRUST43.7K shares-1.90%2025-12-312026-01-21

CORP PIMCO ETF TR22.9K shares-79.82%2025-12-312026-01-21

SPSM SPDR SER TR43.3K shares-14.76%2025-12-312026-01-21

INVESCO QQQ TR INVESCO QQQ TR3.2K shares37.27%2025-12-312026-01-21

Sponsored

ALPHABET INC ALPHABET INC6.1K shares-1.16%2025-12-312026-01-21

SPTM SPDR SERIES TRUST19.8K shares-4.52%2025-12-312026-01-21

SHY ISHARES TR19.6K shares7.10%2025-12-312026-01-21

SPYD SPDR SER TR37.2K shares-0.40%2025-12-312026-01-21

NVDA NVIDIA CORPORATION8.6K shares-0.53%2025-12-312026-01-21

JNJ JOHNSON & JOHNSON7.3K shares-0.31%2025-12-312026-01-21

JPM JPMORGAN CHASE & CO4.2K shares-1.52%2025-12-312026-01-21

ALPHABET INC ALPHABET INC4.3K shares0.58%2025-12-312026-01-21

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.0K shares0.00%2025-12-312026-01-21

META META PLATFORMS INC2.0K shares-0.56%2025-12-312026-01-21

SCHO SCHWAB STRATEGIC TR50.1K shares3.24%2025-12-312026-01-21

AMZN AMAZON COM INC5.1K shares-0.64%2025-12-312026-01-21

VUG VANGUARD INDEX FDS2.4K shares7.53%2025-12-312026-01-21

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares-3.82%2025-12-312026-01-21

V VISA INC2.8K shares0.00%2025-12-312026-01-21

MERCK & CO INC MERCK & CO INC9.2K shares0.49%2025-12-312026-01-21

Sponsored

CSCO CISCO SYS INC10.4K shares6.13%2025-12-312026-01-21

T AT&T INC29.4K shares0.68%2025-12-312026-01-21

SCHV SCHWAB STRATEGIC TR24.2K shares0.00%2025-12-312026-01-21

BAC BANK AMER CORP12.9K shares0.00%2025-12-312026-01-21

HD HOME DEPOT INC1.9K shares0.00%2025-12-312026-01-21

VIG VANGUARD SPECIALIZED FUNDS3.0K shares0.00%2025-12-312026-01-21

COKE COCA COLA CONSOLIDATED INC9.2K shares1.09%2025-12-312026-01-21

IBM INTERNATIONAL BUSINESS MACHS2.1K shares0.00%2025-12-312026-01-21

Sponsored

VTV VANGUARD INDEX FDS3.2K shares-0.65%2025-12-312026-01-21

VTI VANGUARD INDEX FDS1.7K shares-33.92%2025-12-312026-01-21

FBND FIDELITY MERRIMACK STR TR12.6K shares19.03%2025-12-312026-01-21

ORCL ORACLE CORP2.5K shares-0.52%2025-12-312026-01-21

BROADCOM INC BROADCOM INC1.4K shares0.00%2025-12-312026-01-21

IWD ISHARES TR2.2K shares0.00%2025-12-312026-01-21

WMT WALMART INC4.2K shares0.00%2025-12-312026-01-21

DFUS DIMENSIONAL ETF TRUST5.7K shares0.00%2025-12-312026-01-21

Sponsored

NEE NEXTERA ENERGY INC5.0K shares-15.80%2025-12-312026-01-21

PHB INVESCO EXCHNG TRADED FD TR20.8K shares-91.08%2025-12-312026-01-21

LINDE PLC LINDE PLC893 shares0.00%2025-12-312026-01-21

CVX CHEVRON CORP NEW2.5K shares0.00%2025-12-312026-01-21

TSLA TESLA INC798 shares-11.33%2025-12-312026-01-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL699 shares-2.92%2025-12-312026-01-21

CITIGROUP INC CITIGROUP INC2.9K shares-14.54%2025-12-312026-01-21

TT TRANE TECHNOLOGIES PLC871 sharesnew addition2025-12-312026-01-21

Sponsored

VT VANGUARD INTL EQUITY INDEX F2.4K shares0.30%2025-12-312026-01-21

IWP ISHARES TR2.4K shares0.00%2025-12-312026-01-21

NFLX NETFLIX INC3.4K shares1195.45%2025-12-312026-01-21

LLY ELI LILLY & CO294 shares0.00%2025-12-312026-01-21

COST COSTCO WHSL CORP NEW365 shares0.00%2025-12-312026-01-21

BK BANK NEW YORK MELLON CORP2.6K shares0.00%2025-12-312026-01-21

PEG PUBLIC SVC ENTERPRISE GRP IN3.7K shares0.00%2025-12-312026-01-21

GE AEROSPACE GE AEROSPACE856 shares0.00%2025-12-312026-01-21

Sponsored

DIS DISNEY WALT CO2.3K shares0.00%2025-12-312026-01-21

LVS LAS VEGAS SANDS CORP3.9K shares0.00%2025-12-312026-01-21

UNH UNITEDHEALTH GROUP INC745 shares-3.25%2025-12-312026-01-21

SPSB SPDR SER TR8.1K shares3.37%2025-12-312026-01-21

VZ VERIZON COMMUNICATIONS INC5.8K shares0.47%2025-12-312026-01-21

PM PHILIP MORRIS INTL INC3.9K shares0.00%2025-12-312026-01-21

ISHARES TR ISHARES TR590 shares0.00%2025-12-312026-01-21

VXF VANGUARD INDEX FDS1.0K shares0.00%2025-12-312026-01-21

Sponsored

PNC PNC FINL SVCS GROUP INC978 sharesnew addition2025-12-312026-01-21

HSY HERSHEY CO1.1K shares0.00%2025-12-312026-01-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available