Twelve Points Wealth Management LLC Diversified Active

CIK: 0001877090 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 18, 2023

Total Value ($000): $200,867 (100.0% shares, 0.0% debt)

Holdings (170)

BIL SPDR SER TR 9.6%
Value ($000) $19,236 Shares 209,499 Est. Cost $91.72 Unrealized
ASA GOLD AND PRECIOUS MTLS L 3.3%
Value ($000) $6,665 Shares 499,994 Est. Cost $19.04 Unrealized
SPLB SPDR SER TR 3.3%
Value ($000) $6,539 Shares 307,864 Est. Cost $22.87 Unrealized
IUSB ISHARES TR 2.8%
Value ($000) $5,646 Shares 129,157 Est. Cost $44.82 Unrealized
RFG INVESCO EXCHANGE TRADED FD T 2.7%
Value ($000) $5,484 Shares 139,945 Est. Cost $69.18 Unrealized
RZG INVESCO EXCHANGE TRADED FD T 2.4%
Value ($000) $4,795 Shares 119,078 Est. Cost $68.87 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 2.4%
Value ($000) $4,777 Shares 158,448 Est. Cost $57.66 Unrealized
FPE FIRST TR EXCH TRADED FD III 2.1%
Value ($000) $4,174 Shares 261,364 Est. Cost $17.39 Unrealized
DGRO ISHARES TR 2.0%
Value ($000) $4,011 Shares 80,987 Est. Cost $50.33 Unrealized
PPH VANECK ETF TRUST 1.9%
Value ($000) $3,902 Shares 48,863 Est. Cost $76.96 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 1.7%
Value ($000) $3,414 Shares 269,674 Est. Cost $13.32 Unrealized
IAU ISHARES GOLD TR 1.6%
Value ($000) $3,244 Shares 92,717 Est. Cost $34.82 Unrealized
GLD SPDR GOLD TR 1.6%
Value ($000) $3,140 Shares 18,317 Est. Cost $170.61 Unrealized
DOUBLELINE OPPORTUNISTIC CR 1.4%
Value ($000) $2,815 Shares 193,039 Est. Cost $15.89 Unrealized
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $2,554 Shares 17,611 Est. Cost $146.69 Unrealized -3.0%
SPHD INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $2,396 Shares 61,129 Est. Cost $39.19 Unrealized
IRM IRON MTN INC DEL 1.1%
Value ($000) $2,304 Shares 38,762 Est. Cost $44.05 Unrealized +27.9%
NEW YORK CMNTY BANCORP INC 1.1%
Value ($000) $2,225 Shares 196,239 Est. Cost $9.92 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 1.1%
Value ($000) $2,205 Shares 58,933 Est. Cost $27.89 Unrealized +11.8%
JBL JABIL INC 1.0%
Value ($000) $2,083 Shares 16,414 Est. Cost $63.20 Unrealized +72.1%
CSCO CISCO SYS INC 1.0%
Value ($000) $1,982 Shares 36,859 Est. Cost $45.31 Unrealized +11.0%
RSP INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $1,979 Shares 13,965 Est. Cost $151.10 Unrealized
EOG EOG RES INC 0.9%
Value ($000) $1,899 Shares 14,985 Est. Cost $105.44 Unrealized +11.1%
RPV INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $1,897 Shares 25,783 Est. Cost $78.94 Unrealized
SRLN SSGA ACTIVE ETF TR 0.9%
Value ($000) $1,872 Shares 44,646 Est. Cost $43.00 Unrealized
PSK SPDR SER TR 0.9%
Value ($000) $1,806 Shares 55,623 Est. Cost $36.79 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $1,800 Shares 11,560 Est. Cost $147.62 Unrealized +3.8%
ATKR ATKORE INC 0.9%
Value ($000) $1,797 Shares 12,043 Est. Cost $98.84 Unrealized +47.3%
AAPL APPLE INC 0.9%
Value ($000) $1,788 Shares 10,444 Est. Cost $165.39 Unrealized +9.6%
MSFT MICROSOFT CORP 0.9%
Value ($000) $1,773 Shares 5,616 Est. Cost $302.58 Unrealized +7.3%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,703 Shares 14,488 Est. Cost $63.59 Unrealized +58.8%
BDC BELDEN INC 0.8%
Value ($000) $1,701 Shares 17,619 Est. Cost $61.10 Unrealized +52.2%
BEN FRANKLIN RESOURCES INC 0.8%
Value ($000) $1,648 Shares 67,026 Est. Cost $23.20 Unrealized +1.7%
BND VANGUARD BD INDEX FDS 0.8%
Value ($000) $1,590 Shares 22,783 Est. Cost $69.78 Unrealized
QAI INDEXIQ ETF TR 0.8%
Value ($000) $1,589 Shares 52,923 Est. Cost $30.17 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.7%
Value ($000) $1,460 Shares 15,414 Est. Cost $72.96 Unrealized +11.1%
FGD FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,460 Shares 70,822 Est. Cost $22.95 Unrealized
PEP PEPSICO INC 0.7%
Value ($000) $1,452 Shares 8,572 Est. Cost $146.46 Unrealized +14.1%
WTMF WISDOMTREE TR 0.7%
Value ($000) $1,446 Shares 41,062 Est. Cost $35.02 Unrealized
QCOM QUALCOMM INC 0.7%
Value ($000) $1,445 Shares 13,009 Est. Cost $127.65 Unrealized -13.8%
EMQQ EXCHANGE TRADED CONCEPTS TR 0.7%
Value ($000) $1,431 Shares 48,719 Est. Cost $41.27 Unrealized
SLYG SPDR SER TR 0.7%
Value ($000) $1,417 Shares 19,342 Est. Cost $73.63 Unrealized
GEF GREIF INC 0.7%
Value ($000) $1,306 Shares 19,552 Est. Cost $56.12 Unrealized +16.2%
OKE ONEOK INC NEW 0.6%
Value ($000) $1,304 Shares 20,563 Est. Cost $53.78 Unrealized +7.8%
ANGEL OAK FINL STRATEGIES IN 0.6%
Value ($000) $1,303 Shares 108,229 Est. Cost $17.06 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $1,299 Shares 9,258 Est. Cost $115.84 Unrealized +13.7%
SWKS SKYWORKS SOLUTIONS INC 0.6%
Value ($000) $1,264 Shares 12,816 Est. Cost $103.81 Unrealized -5.5%
MDYG SPDR SER TR 0.6%
Value ($000) $1,223 Shares 17,682 Est. Cost $64.12 Unrealized
V VISA INC 0.6%
Value ($000) $1,221 Shares 5,310 Est. Cost $211.47 Unrealized +11.7%
LQD ISHARES TR 0.6%
Value ($000) $1,207 Shares 11,834 Est. Cost $102.02 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $1,144 Shares 11,110 Est. Cost $72.72 Unrealized +37.3%
RFV INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,123 Shares 11,396 Est. Cost $93.38 Unrealized
BWA BORGWARNER INC 0.6%
Value ($000) $1,114 Shares 27,587 Est. Cost $36.62 Unrealized +11.9%
RLY SSGA ACTIVE ETF TR 0.6%
Value ($000) $1,110 Shares 41,186 Est. Cost $28.68 Unrealized
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $1,093 Shares 29,317 Est. Cost $36.90 Unrealized +5.7%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $1,083 Shares 6,809 Est. Cost $160.58 Unrealized -1.1%
GOOG ALPHABET INC 0.5%
Value ($000) $1,070 Shares 8,119 Est. Cost $111.02 Unrealized +16.2%
CLF CLEVELAND-CLIFFS INC NEW 0.5%
Value ($000) $1,054 Shares 67,441 Est. Cost $19.44 Unrealized -19.7%
RZV INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,023 Shares 11,234 Est. Cost $92.82 Unrealized
HILLENBRAND INC 0.5%
Value ($000) $989 Shares 23,365 Est. Cost $46.35 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.5%
Value ($000) $945 Shares 12,104 Est. Cost $69.65 Unrealized +13.0%
SCHB SCHWAB STRATEGIC TR 0.5%
Value ($000) $944 Shares 18,928 Est. Cost $79.83 Unrealized
MBIN MERCHANTS BANCORP IND 0.4%
Value ($000) $847 Shares 30,563 Est. Cost $25.46 Unrealized +10.6%
PCAR PACCAR INC 0.4%
Value ($000) $825 Shares 9,704 Est. Cost $56.97 Unrealized +34.6%
AIA ISHARES TR 0.4%
Value ($000) $809 Shares 14,584 Est. Cost $76.58 Unrealized
SPYG SPDR SER TR 0.4%
Value ($000) $805 Shares 13,578 Est. Cost $54.55 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $802 Shares 18,340 Est. Cost $48.11 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $777 Shares 5,940 Est. Cost $115.08 Unrealized +11.6%
USMV ISHARES TR 0.4%
Value ($000) $775 Shares 10,714 Est. Cost $78.83 Unrealized
DEO DIAGEO PLC 0.4%
Value ($000) $771 Shares 5,171 Est. Cost $220.21 Unrealized
TRN TRINITY INDS INC 0.4%
Value ($000) $768 Shares 31,523 Est. Cost $22.57 Unrealized +0.7%
MGA MAGNA INTL INC 0.4%
Value ($000) $765 Shares 14,264 Est. Cost $54.90 Unrealized -3.1%
JUNIPER NETWORKS INC 0.4%
Value ($000) $762 Shares 27,430 Est. Cost $33.88 Unrealized
DINO HF SINCLAIR CORP 0.4%
Value ($000) $743 Shares 13,049 Est. Cost $39.56 Unrealized +24.1%
HUN HUNTSMAN CORP 0.4%
Value ($000) $733 Shares 30,035 Est. Cost $30.90 Unrealized -12.3%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $722 Shares 3,000 Est. Cost $209.26 Unrealized +10.5%
EMR EMERSON ELEC CO 0.4%
Value ($000) $718 Shares 7,438 Est. Cost $84.86 Unrealized +7.4%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $716 Shares 4,798 Est. Cost $161.18 Unrealized -1.4%
ABT ABBOTT LABS 0.3%
Value ($000) $701 Shares 7,235 Est. Cost $116.43 Unrealized -13.7%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $698 Shares 3,284 Est. Cost $221.94 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $687 Shares 4,611 Est. Cost $121.21 Unrealized +11.6%
HOG HARLEY DAVIDSON INC 0.3%
Value ($000) $671 Shares 20,307 Est. Cost $37.20 Unrealized -6.5%
DHR DANAHER CORPORATION 0.3%
Value ($000) $671 Shares 2,704 Est. Cost $259.37 Unrealized -15.1%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.3%
Value ($000) $660 Shares 6,044 Est. Cost $82.18 Unrealized +33.3%
GWW GRAINGER W W INC 0.3%
Value ($000) $657 Shares 949 Est. Cost $504.12 Unrealized +40.5%
LRGF ISHARES TR 0.3%
Value ($000) $644 Shares 14,863 Est. Cost $45.45 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $634 Shares 2,406 Est. Cost $234.00 Unrealized +15.2%
VIRTUS CONVERTIBLE & INC FD 0.3%
Value ($000) $627 Shares 227,136 Est. Cost $5.10 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $625 Shares 4,915 Est. Cost $122.79 Unrealized +9.1%
SNA SNAP ON INC 0.3%
Value ($000) $621 Shares 2,437 Est. Cost $200.70 Unrealized +26.4%
MSM MSC INDL DIRECT INC 0.3%
Value ($000) $618 Shares 6,298 Est. Cost $83.70 Unrealized +17.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $612 Shares 1,747 Est. Cost $289.95 Unrealized +22.4%
CMI CUMMINS INC 0.3%
Value ($000) $609 Shares 2,668 Est. Cost $202.61 Unrealized +12.8%
DJP BARCLAYS BANK PLC 0.3%
Value ($000) $596 Shares 18,547 Est. Cost $31.61 Unrealized
SAP SAP SE 0.3%
Value ($000) $587 Shares 4,537 Est. Cost $140.05 Unrealized
IXUS ISHARES TR 0.3%
Value ($000) $586 Shares 9,765 Est. Cost $62.59 Unrealized
AVY AVERY DENNISON CORP 0.3%
Value ($000) $584 Shares 3,195 Est. Cost $170.39 Unrealized +1.7%
DXC DXC TECHNOLOGY CO 0.3%
Value ($000) $576 Shares 27,669 Est. Cost $28.06 Unrealized -18.2%
IEFA ISHARES TR 0.3%
Value ($000) $567 Shares 8,818 Est. Cost $71.82 Unrealized
AON AON PLC 0.3%
Value ($000) $565 Shares 1,742 Est. Cost $287.96 Unrealized +13.0%
PFF ISHARES TR 0.3%
Value ($000) $555 Shares 18,401 Est. Cost $30.53 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $555 Shares 15,600 Est. Cost $28.37 Unrealized +20.6%
KR KROGER CO 0.3%
Value ($000) $552 Shares 12,346 Est. Cost $45.20 Unrealized -1.3%
AYI ACUITY BRANDS INC 0.3%
Value ($000) $541 Shares 3,179 Est. Cost $177.91 Unrealized -8.8%
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $534 Shares 10,636 Est. Cost $50.49 Unrealized
SCHG SCHWAB STRATEGIC TR 0.3%
Value ($000) $507 Shares 6,978 Est. Cost $74.66 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $507 Shares 1,006 Est. Cost $437.47 Unrealized +7.4%
IVV ISHARES TR 0.3%
Value ($000) $505 Shares 1,177 Est. Cost $474.54 Unrealized
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $504 Shares 5,384 Est. Cost $66.53 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $498 Shares 2,976 Est. Cost $237.11 Unrealized -34.4%
LEVI LEVI STRAUSS & CO NEW 0.2%
Value ($000) $490 Shares 36,063 Est. Cost $16.95 Unrealized -23.4%
CC CHEMOURS CO 0.2%
Value ($000) $490 Shares 17,457 Est. Cost $28.20 Unrealized +10.7%
SPTM SPDR SER TR 0.2%
Value ($000) $485 Shares 9,231 Est. Cost $58.48 Unrealized
REET ISHARES TR 0.2%
Value ($000) $484 Shares 22,883 Est. Cost $26.58 Unrealized
UNILEVER PLC 0.2%
Value ($000) $480 Shares 9,721 Est. Cost $53.81 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value ($000) $476 Shares 5,526 Est. Cost $91.04 Unrealized -3.5%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $472 Shares 4,500 Est. Cost $104.20 Unrealized -3.8%
MMM 3M CO 0.2%
Value ($000) $464 Shares 4,955 Est. Cost $109.01 Unrealized -27.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $463 Shares 5,714 Est. Cost $148.67 Unrealized -43.9%
RTX RTX CORPORATION 0.2%
Value ($000) $433 Shares 6,018 Est. Cost $80.10 Unrealized +1.4%
LLY ELI LILLY & CO 0.2%
Value ($000) $430 Shares 800 Est. Cost $244.07 Unrealized +107.6%
SPYV SPDR SER TR 0.2%
Value ($000) $428 Shares 10,381 Est. Cost $39.14 Unrealized
SONY SONY GROUP CORP 0.2%
Value ($000) $415 Shares 5,037 Est. Cost $126.42 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $414 Shares 1,541 Est. Cost $209.96 Unrealized +10.4%
KRO KRONOS WORLDWIDE INC 0.2%
Value ($000) $408 Shares 52,622 Est. Cost $8.59 Unrealized -9.9%
ADVENT CONV & INCOME FD 0.2%
Value ($000) $408 Shares 38,876 Est. Cost $18.47 Unrealized
CE CELANESE CORP DEL 0.2%
Value ($000) $396 Shares 3,157 Est. Cost $109.97 Unrealized +8.5%
FMNB FARMERS NATIONAL BANC CORP 0.2%
Value ($000) $391 Shares 33,816 Est. Cost $12.58 Unrealized -11.2%
JBSS SANFILIPPO JOHN B & SON INC 0.2%
Value ($000) $388 Shares 3,925 Est. Cost $85.66 Unrealized +22.8%
C CITIGROUP INC 0.2%
Value ($000) $387 Shares 9,403 Est. Cost $51.21 Unrealized -21.0%
VONE VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $386 Shares 1,981 Est. Cost $207.05 Unrealized
MELI MERCADOLIBRE INC 0.2%
Value ($000) $377 Shares 297 Est. Cost $859.52 Unrealized +48.0%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $331 Shares 925 Est. Cost $267.59 Unrealized
LEG LEGGETT & PLATT INC 0.2%
Value ($000) $323 Shares 12,719 Est. Cost $36.96 Unrealized -23.9%
TSLA TESLA INC 0.2%
Value ($000) $319 Shares 1,273 Est. Cost $174.45 Unrealized +47.3%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $316 Shares 3,056 Est. Cost $110.68 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $297 Shares 5,381 Est. Cost $53.44 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $292 Shares 4,213 Est. Cost $67.21 Unrealized 0.0%
RIVERNORTH CAP AND INCM FD I 0.1%
Value ($000) $282 Shares 18,534 Est. Cost $15.24 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $281 Shares 10,275 Est. Cost $40.75 Unrealized -31.7%
LNWO LIGHT & WONDER INC 0.1%
Value ($000) $275 Shares 3,850 Est. Cost $57.24 Unrealized +26.7%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $274 Shares 3,651 Est. Cost $59.88 Unrealized +40.8%
EFA ISHARES TR 0.1%
Value ($000) $273 Shares 3,958 Est. Cost $68.92 Unrealized
T AT&T INC 0.1%
Value ($000) $272 Shares 18,114 Est. Cost $14.72 Unrealized -12.0%
IWB ISHARES TR 0.1%
Value ($000) $259 Shares 1,102 Est. Cost $234.86 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $258 Shares 11,594 Est. Cost $30.52 Unrealized
PARAMOUNT GLOBAL 0.1%
Value ($000) $251 Shares 14,121 Est. Cost $39.48 Unrealized
FE FIRSTENERGY CORP 0.1%
Value ($000) $247 Shares 7,234 Est. Cost $35.42 Unrealized -4.9%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $246 Shares 7,253 Est. Cost $36.51 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $246 Shares 4,454 Est. Cost $102.06 Unrealized -46.7%
EWBC EAST WEST BANCORP INC 0.1%
Value ($000) $245 Shares 4,643 Est. Cost $47.62 Unrealized +10.0%
HD HOME DEPOT INC 0.1%
Value ($000) $244 Shares 809 Est. Cost $321.62 Unrealized -5.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $239 Shares 7,388 Est. Cost $39.51 Unrealized -26.6%
MAC MACERICH CO 0.1%
Value ($000) $229 Shares 20,988 Est. Cost $17.29 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $222 Shares 14,852 Est. Cost $13.80 Unrealized
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $221 Shares 1,745 Est. Cost $126.74 Unrealized
PARAMOUNT GLOBAL 0.1%
Value ($000) $216 Shares 16,780 Est. Cost $30.19 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $212 Shares 5,417 Est. Cost $44.74 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $212 Shares 2,252 Est. Cost $94.04 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $212 Shares 3,094 Est. Cost $70.34 Unrealized
PPL PPL CORP 0.1%
Value ($000) $210 Shares 8,921 Est. Cost $24.94 Unrealized -4.6%
RIVERNORTH MANAGED DUR MUN I 0.1%
Value ($000) $188 Shares 13,697 Est. Cost $20.18 Unrealized
TEKLA LIFE SCIENCES INVS 0.1%
Value ($000) $159 Shares 12,790 Est. Cost $19.24 Unrealized
RIVERNORTH OPPORTUNISTIC MUN 0.1%
Value ($000) $146 Shares 10,179 Est. Cost $22.28 Unrealized
BLACKSTONE STRATEGIC CRED 20 0.1%
Value ($000) $143 Shares 13,009 Est. Cost $13.50 Unrealized
EATON VANCE MUNI INCOME TRUS 0.1%
Value ($000) $142 Shares 15,906 Est. Cost $13.83 Unrealized
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $99 Shares 10,513 Est. Cost $9.37 Unrealized
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $94 Shares 20,429 Est. Cost $14.70 Unrealized -55.3%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $60 Shares 11,936 Est. Cost $61.05 Unrealized -88.3%
VICARIOUS SURGICAL INC 0.0%
Value ($000) $9 Shares 15,363 Est. Cost $2.52 Unrealized