TP

Turning Point Benefit Group, Inc.

13F
Turning Point Benefit Group, Inc.
Last update 2025-05-12 66 Stocks (11 new)
Value $107.00 Mil Turnover 18 %
Countries:
Top Holdings: BIL(31.47%)WWJD(11.32%)SPLG(8.18%)FLOT(5.70%)WPM(3.66%)
Summary Stock Picks Current Portfolio
Turning Point Benefit Group, I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
367,873
33,656.7
+1.25%
31.470
+0.39%
0.070
+1.04%
+2.09%
42,762.3
 
WWJD
Inspire International ETF
397,951
12,104.3
-5.06%
11.320
-0.58%
4.190
+13.21%
+21.13%
377.4
 
SPLG
SPDR Portfolio S&P 500 ETF
147,468
8,749.3
-12.30%
8.180
-1.36%
0.020
+10.24%
+6.51%
72,126.6
 
FLOT
iShares Floating Rate Bond ETF
121,099
6,092.5
+130.95%
5.700
+3.23%
0.070
+1.10%
+2.34%
8,900.9
 
WPM
Wheaton Precious Metals Corp
55,395
3,915.3
-4.45%
3.660
-0.14%
0.010
+15.71%
+60.13%
40,756.9
Metals & Mining
CGMS
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
133,144
3,539.0
+119.81%
3.310
+1.80%
0.180
+2.33%
+4.04%
0
 
SPEM
SPDR Portfolio Emerging Markets ETF
93,236
3,280.0
-3.81%
3.070
-0.13%
0.030
+9.95%
+13.51%
12,336.5
 
IAUM
iShares Gold Trust Micro
77,060
2,284.8
-17.45%
2.140
-0.40%
0.100
+7.44%
+27.97%
3,105.7
 
TFLR
T. Rowe Price Floating Rate ETF
38,267
1,904.6
+180.04%
1.780
+1.14%
0.710
+2.75%
+2.55%
290.9
 
SHV
iShares Short Treasury Bond ETF
16,946
1,867.1
+62.54%
1.750
+0.67%
0.010
+1.00%
+2.06%
20,609.5
 

Turning Point Benefit Group, Inc.'s Historical Top Holdings Breakdowns

Turning Point Benefit Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TPSC
Timothy Plan US Small Cap Core ETF
2025-03-31
Reduce
Reduce
-5.64%
●
36.14 ($38.88) 40.81
$39.81
2.39%
Reduce -93.06%
11,332
-151,941
FLOT
iShares Floating Rate Bond ETF
2025-03-31
Add
Add
+3.23%
●
50.87 ($50.99) 51.09
$50.83
-0.31%
Add 130.95%
121,099
68,663
CGMS
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
2025-03-31
Add
Add
+1.80%
●
27.1 ($27.45) 27.71
$27.62
0.62%
Add 119.81%
133,144
72,572
PDBC
Invesco Optimum Yield Diversified Commodity
Invesco Optimum Yield Diversified Commodity
2025-03-31
New Buy
New Buy
+1.49%
●
13.05 ($13.45) 13.97
$13.32
-0.97%
New holding
127,101
127,101
IVW
iShares S&P 500 Growth ETF
2025-03-31
Sold Out
Sold Out
-1.43%
●
92.45 ($100.81) 106.69
$109.76
8.88%
Sold Out
0
-14,922
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.36%
●
64.88 ($69.16) 72.1
$72.97
5.51%
Reduce -12.3%
147,468
-20,686
TFLR
T. Rowe Price Floating Rate ETF
2025-03-31
Add
Add
+1.14%
●
51.04 ($51.63) 51.98
$51.50
-0.25%
Add 180.04%
38,267
24,602
BLES
Inspire Global Hope ETF
2025-03-31
New Buy
New Buy
+1.11%
●
36.86 ($38.23) 39.26
$41.23
7.85%
New holding
48,018
48,018
IBD
Inspire Corporate Bond ETF
2025-03-31
Sold Out
Sold Out
-1.00%
●
23.28 ($23.62) 23.95
$24.05
1.82%
Sold Out
0
-44,973
NOW
ServiceNow Inc
2025-03-31
Sold Out
Sold Out
-0.68%
●
783.83 ($963.73) 1170.39
$1,009.76
4.78%
Sold Out
0
-707

Turning Point Benefit Group, Inc. Total Holding History ($B)

To

Turning Point Benefit Group, Inc.'s Asset Allocation

To

Turning Point Benefit Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Turning Point Benefit Group, Inc.'s Hypothetical Growth since 2025-03-31

Turning Point Benefit Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Turning Point Benefit Group, Inc.'s Holdings Heat Map

Size field:

Turning Point Benefit Group, Inc.'s Holdings Bubble Chart

Turning Point Benefit Group, Inc. News

  • 1

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