CIK 1877090
Twelve Points Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
196
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 196
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJR | ISHARES TR | 7K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 10K | $500K+ | SH |
| AMGN | AMGEN INC | 3K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| SNA | SNAP ON INC | 2K | $500K+ | SH |
| MSM | MSC INDL DIRECT INC | 9K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| C | CITIGROUP INC | 6K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 9K | $500K+ | SH |
| IJH | ISHARES TR | 11K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 3K | $500K+ | SH |
| IEMG | ISHARES INC | 11K | $500K+ | SH |
| LRGF | ISHARES TR | 10K | $500K+ | SH |
| REET | ISHARES TR | 28K | $500K+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 10K | $500K+ | SH |
| USMV | ISHARES TR | 7K | $500K+ | SH |
| BITB | BITWISE BITCOIN ETF TR | 14K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| CHH | CHOICE HOTELS INTL INC | 6K | $500K+ | SH |
| KR | KROGER CO | 11K | $500K+ | SH |
| ABT | ABBOTT LABS | 5K | $500K+ | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 13K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 3K | $500K+ | SH |
| MMM | 3M CO | 4K | $500K+ | SH |
| SONY | SONY GROUP CORP | 23K | $500K+ | SH |
| EWBC | EAST WEST BANCORP INC | 5K | $500K+ | SH |
| RFV | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| MELI | MERCADOLIBRE INC | 258 | $500K+ | SH |
| NCZ | VIRTUS CONVERTIBLE & INC FD | 39K | $500K+ | SH |
| FMNB | FARMERS NATIONAL BANC CORP | 40K | $500K+ | SH |
| AON | AON PLC | 1K | $500K+ | SH |
| AVY | AVERY DENNISON CORP | 3K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 4K | $100K–$500K | SH |
| RZV | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| UL | UNILEVER PLC | 7K | $100K–$500K | SH |
| AVK | ADVENT CONV & INCOME FD | 35K | $100K–$500K | SH |
| TROW | PRICE T ROWE GROUP INC | 4K | $100K–$500K | SH |
| FLUT | FLUTTER ENTMT PLC | 2K | $100K–$500K | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 4K | $100K–$500K | SH |
| GDXJ | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| ETHW | BITWISE ETHEREUM ETF | 17K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| IEFA | ISHARES TR | 4K | $100K–$500K | SH |
| AOA | ISHARES TR | 4K | $100K–$500K | SH |
| SPLB | SPDR SERIES TRUST | 16K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| FE | FIRSTENERGY CORP | 8K | $100K–$500K | SH |
| GLW | CORNING INC | 4K | $100K–$500K | SH |