BDPO Beta Logo
Charts
Backtesting
The Backtester Lab Codeless Libary Editor Documentation
API
Finance
Finance Portfolio Screener Watchlists Economic Calendar Earnings Calendar News Notifications Congress Trading Institutional Investors Insiders
Community
Explore Forum
Market
Marketplace Submit
Profile
Profile Settings
Pricing
More
Terms FAQ Contact Ticker Request Changelog
BDPO Beta Logo
BDPO Beta Logo
Home Charts
Backtesting
The Backtester Lab Codeless Libary Editor Documentation
API
Finance
Finance Portfolio Screener Watchlists Economic Calendar Earnings Calendar News Notifications Congress Trading Institutional Investors Insiders
Community
Explore Forum
Market
Marketplace Submit
Profile
Profile Settings
Pricing
More
Terms FAQ Contact Ticker Request Changelog
GOOG has hit a 52 week high
Google annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
NOC has hit a 52 week high
Northrop Grumman annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
TSLA is down 2%
Tesla is down 2% today after the company annnouced they will be delaying the new model 3.
MSFT has hit a 52 week high
Microsoft annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.

Towercrest Capital Management

13F Holdings
Filed: 2025-05-08
Portfolio Value
526.30M arrow_downward -14.94%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001633288
Filing Date
2025-05-08 14:14:56
Address
41 University Drive
Newtown
PA
Prior Value
618.74M
Top 10 Holdings %
lock
Portfolio Value
Towercrest Capital Management
(13F - 2025-03-31)
Schwab Strategic Tr
SCHX
2025-05-08
Value
48.72M
Shares
2.21M
Portfolio %
9.26%
Ishares Tr
IVV
2025-05-08
Value
47.26M
Shares
84.11K
Portfolio %
8.98%
Ishares Tr
AGG
2025-05-08
Value
30.93M
Shares
312.69K
Portfolio %
5.88%
Ishares Tr
FLOT
2025-05-08
Value
26.97M
Shares
528.22K
Portfolio %
5.12%
Ishares Tr
HYG
2025-05-08
Value
26.63M
Shares
337.53K
Portfolio %
5.06%
Schwab Strategic Tr
SCHZ
2025-05-08
Value
25.23M
Shares
1.09M
Portfolio %
4.79%
Spdr Ser Tr
FLRN
2025-05-08
Value
21.45M
Shares
695.84K
Portfolio %
4.07%
Ishares Tr
IEFA
2025-05-08
Value
19.23M
Shares
254.15K
Portfolio %
3.65%
Ishares Tr
EMB
2025-05-08
Value
17.70M
Shares
195.43K
Portfolio %
3.36%
Schwab Strategic Tr
SCHF
2025-05-08
Value
16.84M
Shares
851.58K
Portfolio %
3.20%
Top Increases | Towercrest Capital Management
(2024-12-31 → 2025-03-31)
Schwab Strategic Tr
SCHZ
2025-05-08
Value Change
arrow_upward 933.24K
Shares
arrow_upward 19.04K
Portfolio % Change
arrow_upward 0.87%
Portfolio %
4.79%
Schwab Strategic Tr
SCHX
2025-05-08
Value Change
arrow_upward -3890108.00
Shares
arrow_upward -63113.00
Portfolio % Change
arrow_upward 0.75%
Portfolio %
9.26%
Schwab Strategic Tr
SCHF
2025-05-08
Value Change
arrow_upward 1.29M
Shares
arrow_upward 11.03K
Portfolio % Change
arrow_upward 0.69%
Portfolio %
3.20%
Schwab Strategic Tr
SCHE
2025-05-08
Value Change
arrow_upward 1.34M
Shares
arrow_upward 31.67K
Portfolio % Change
arrow_upward 0.63%
Portfolio %
2.79%
Pimco Etf Tr
CORP
2025-05-08
Value Change
arrow_upward 1.03M
Shares
arrow_upward 8.96K
Portfolio % Change
arrow_upward 0.46%
Portfolio %
1.99%
Spdr Ser Tr
FLRN
2025-05-08
Value Change
arrow_upward -1543376.00
Shares
arrow_upward -52262.00
Portfolio % Change
arrow_upward 0.36%
Portfolio %
4.07%
Spdr Series Trust
SPAB
2025-05-08
Value Change
arrow_upward 358.61K
Shares
arrow_upward 6.42K
Portfolio % Change
arrow_upward 0.32%
Portfolio %
1.75%
Ishares Tr
LQD
2025-05-08
Value Change
arrow_upward -517681.00
Shares
arrow_upward -7096.00
Portfolio % Change
arrow_upward 0.32%
Portfolio %
2.69%
Ishares Tr
EMB
2025-05-08
Value Change
arrow_upward -1291753.00
Shares
arrow_upward -17910.00
Portfolio % Change
arrow_upward 0.29%
Portfolio %
3.36%
Ishares Tr
HYG
2025-05-08
Value Change
arrow_upward -3242925.00
Shares
arrow_upward -42262.00
Portfolio % Change
arrow_upward 0.23%
Portfolio %
5.06%
Top Decreases | Towercrest Capital Management
(2024-12-31 → 2025-03-31)
Oracle Corp
ORCL
2025-05-08
Value Change
arrow_downward -67022.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.07%
Vanguard Index Fds
VOO
2025-05-08
Value Change
arrow_downward -98951.00
Shares
arrow_downward -139.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.09%
Resideo Technologies Inc
REZI
2025-05-08
Value Change
arrow_downward -81336.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.05%
Home Depot Inc
HD
2025-05-08
Value Change
arrow_downward -167921.00
Shares
arrow_downward -323.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.13%
Disney Walt Co
DIS
2025-05-08
Value Change
arrow_downward -88647.00
Shares
arrow_downward -535.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.04%
Spdr Index Shs Fds
SPDW
2025-05-08
Value Change
arrow_downward -864207.00
Shares
arrow_downward -33784.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.88%
Bank Amer Corp
BAC
2025-05-08
Value Change
arrow_downward -145176.00
Shares
arrow_downward -2696.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.10%
Alphabet Inc
GOOG
2025-05-08
Value Change
arrow_downward -174951.00
Shares
arrow_downward -210.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.12%
Invesco Qqq Tr
QQQ
2025-05-08
Value Change
arrow_downward -233485.00
Shares
arrow_downward -311.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.16%
Ishares Tr
IWP
2025-05-08
Value Change
arrow_downward -164828.00
Shares
arrow_downward -1128.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.05%
Towercrest Capital Management (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Towercrest Capital Management
(2024-12-31 → 2025-03-31)
Bank New York Mellon Corp
BK
2025-05-08
Value
add_circle 201.29K
Shares
2.40K
Portfolio %
0.04%
% Change
0.04%
Closed Positions | Towercrest Capital Management
(2024-12-31 → 2025-03-31)
Ishares Tr
-
2025-02-11
Value
remove_circle 204.40K
Shares
1.85K
Previous %
8.50%
% Change
-8.50%
Goldman Sachs Group Inc
-
2025-02-11
Value
remove_circle 207.29K
Shares
362.00
Previous %
8.50%
% Change
-8.50%
Consolidated Edison Inc
-
2025-02-11
Value
remove_circle 211.83K
Shares
2.37K
Previous %
8.50%
% Change
-8.50%
Boeing Co
-
2025-02-11
Value
remove_circle 222.13K
Shares
1.25K
Previous %
8.50%
% Change
-8.50%
Vanguard Admiral Fds Inc
-
2025-02-11
Value
remove_circle 231.72K
Shares
633.00
Previous %
8.50%
% Change
-8.50%
Berkshire Hathaway Inc Del
-
2025-02-11
Value
remove_circle 232.08K
Shares
512.00
Previous %
8.50%
% Change
-8.50%
Godaddy Inc
-
2025-02-11
Value
remove_circle 239.61K
Shares
1.21K
Previous %
8.50%
% Change
-8.50%
Select Sector Spdr Tr
-
2025-02-11
Value
remove_circle 240.50K
Shares
4.98K
Previous %
8.50%
% Change
-8.50%
Vanguard Whitehall Fds
-
2025-02-11
Value
remove_circle 313.19K
Shares
2.46K
Previous %
8.50%
% Change
-8.50%
Pepsico Inc
-
2025-02-11
Value
remove_circle 327.06K
Shares
2.15K
Previous %
8.50%
% Change
-8.50%