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Turning Point Benefit Group, Inc. Top Holdings and 13F Report (2025)

About Turning Point Benefit Group, Inc.

Investment Activity

  • Turning Point Benefit Group, Inc. has $105.17 million in total holdings as of December 31, 2024.
  • Turning Point Benefit Group, Inc. owns shares of 64 different stocks, but just 15 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofTurning Point Benefit Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$33,227,472363,34931.6%ETF
WWJD
Inspire International ETF
$12,145,830419,15711.5%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$11,590,360168,15411.0%ETF
Timothy Plan US Small Cap Core ETF stock logo
TPSC
Timothy Plan US Small Cap Core ETF
$6,372,099163,2736.1%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$3,711,98096,9303.5%ETF
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$3,249,66257,9723.1%Basic Materials
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$2,672,66352,4362.5%ETF
iShares Gold Trust Micro stock logo
IAUM
iShares Gold Trust Micro
$2,443,69193,3452.3%Finance, Insurance, And Real Estate
Inspire 100 ETF stock logo
BIBL
Inspire 100 ETF
$1,654,78942,3271.6%ETF
Capital Group U.S. Multi-Sector Income ETF stock logo
CGMS
Capital Group U.S. Multi-Sector Income ETF
$1,641,50160,5721.6%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,503,54114,9221.4%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$1,149,46710,4261.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,065,7272,0851.0%Finance
Inspire Corporate Bond ETF stock logo
IBD
Inspire Corporate Bond ETF
$1,054,12644,9731.0%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,019,3304,1481.0%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$930,7512,2310.9%Computer and Technology
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$905,16226,0480.9%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$872,19831,2950.8%ETF
TPLC
Timothy Plan US Large/Mid Cap Core ETF
$780,88618,1390.7%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$718,1287070.7%Computer and Technology
TFLR
T. Rowe Price Floating Rate ETF
$708,18913,6650.7%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$692,7235,5480.7%ETF
TPIF
Timothy Plan International ETF
$598,44222,9640.6%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$592,7216,0530.6%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$569,94012,9500.5%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$561,92411,1430.5%ETF
SPDR Bloomberg 3-12 Month T-Bill ETF stock logo
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
$549,0745,5300.5%ETF
iShares MSCI Global Gold Miners ETF stock logo
RING
iShares MSCI Global Gold Miners ETF
$549,06618,6440.5%ETF
iShares MSCI Global Silver and Metals Miners ETF stock logo
SLVP
iShares MSCI Global Silver and Metals Miners ETF
$530,82244,6820.5%ETF
EVERGY INC
$484,4507,9850.5%COM
Realty Income Co. stock logo
O
Realty Income
$484,0369,2250.5%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$428,6162,2310.4%Computer and Technology
Visa Inc. stock logo
V
Visa
$405,4411,3210.4%Business Services
Timothy Plan High Dividend Stock ETF stock logo
TPHD
Timothy Plan High Dividend Stock ETF
$402,38010,9940.4%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$395,3705,8940.4%ETF
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$393,3281,8480.4%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$393,3257790.4%Business Services
Valero Energy Co. stock logo
VLO
Valero Energy
$385,7822,8930.4%Oils/Energy
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$373,5651,5270.4%Manufacturing
Inspire Faithward Mid Cap Momentum ETF stock logo
GLRY
Inspire Faithward Mid Cap Momentum ETF
$369,08011,9550.4%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$358,05510,1260.3%ETF
Hewlett Packard Enterprise stock logo
HPE
Hewlett Packard Enterprise
$347,15215,7940.3%Computer and Technology
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$344,3108,5970.3%ETF
The Southern Company stock logo
SO
Southern
$337,2234,1190.3%Utilities
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$319,9951,8320.3%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$315,6163440.3%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$314,5372,8780.3%Oils/Energy
Boston Scientific Co. stock logo
BSX
Boston Scientific
$308,5233,2610.3%Medical
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$305,5021,7770.3%Finance
WESCO International, Inc. stock logo
WCC
WESCO International
$302,6151,6640.3%Computer and Technology
General Dynamics Co. stock logo
GD
General Dynamics
$300,0561,1380.3%Aerospace
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$274,5124,1730.3%ETF
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$264,6645,8460.3%Finance
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$264,5227,5470.3%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$254,4441,0190.2%Industrial Products
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$243,6452,5950.2%Utilities
Vistra Corp. stock logo
VST
Vistra
$240,2771,4820.2%Utilities
McDonald's Co. stock logo
MCD
McDonald's
$226,6207990.2%Retail/Wholesale
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$219,1302,3790.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$217,1092,3720.2%Retail/Wholesale
Capital One Financial Co. stock logo
COF
Capital One Financial
$216,6201,2010.2%Finance
VanEck Morningstar International Moat ETF stock logo
MOTI
VanEck Morningstar International Moat ETF
$209,4547,1340.2%ETF
TPHE
Timothy Plan High Dividend Stock Enhanced ETF
$208,9088,3630.2%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$202,1049710.2%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data