Turning Point Benefit Group, Inc. Top Holdings and 13F Report (2025) About Turning Point Benefit Group, Inc.Investment ActivityTurning Point Benefit Group, Inc. has $106.94 million in total holdings as of March 31, 2025.Turning Point Benefit Group, Inc. owns shares of 66 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 18.40% of the portfolio was purchased this quarter.About 14.52% of the portfolio was sold this quarter.This quarter, Turning Point Benefit Group, Inc. has purchased 64 new stocks and bought additional shares in 38 stocks.Turning Point Benefit Group, Inc. sold shares of 17 stocks and completely divested from 9 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $33,656,701Inspire International ETF $12,104,331SPDR Portfolio S&P 500 ETF $8,749,272iShares Floating Rate Bond ETF $6,092,491Wheaton Precious Metals $3,915,319 Largest New Holdings this Quarter 46090F100 - Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $1,588,763 Holding66538H658 - Inspire Global Hope ETF $1,189,259 Holding67066G104 - NVIDIA $704,962 Holding297178105 - Essex Property Trust $477,287 Holding874039100 - Taiwan Semiconductor Manufacturing $430,324 Holding Largest Purchases this Quarter iShares Floating Rate Bond ETF 68,663 shares (about $3.45M)Capital Group U.S. Multi-Sector Income ETF 72,572 shares (about $1.93M)Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 127,101 shares (about $1.59M)T. Rowe Price Floating Rate ETF 24,602 shares (about $1.22M)Inspire Global Hope ETF 48,018 shares (about $1.19M) Largest Sales this Quarter Timothy Plan US Small Cap Core ETF 151,941 shares (about $5.10M)SPDR Portfolio S&P 500 ETF 20,686 shares (about $1.23M)Inspire International ETF 21,206 shares (about $645.02K)iShares Gold Trust Micro 16,285 shares (about $482.85K)iShares Currency Hedged MSCI EAFE ETF 11,987 shares (about $388.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTurning Point Benefit Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$33,656,701$413,901 ▲1.2%367,87331.5%ETFWWJDInspire International ETF$12,104,331$645,015 ▼-5.1%397,95111.3%ETFSPLGSPDR Portfolio S&P 500 ETF$8,749,272$1,227,300 ▼-12.3%147,4688.2%ETFFLOTiShares Floating Rate Bond ETF$6,092,491$3,454,436 ▲130.9%121,0995.7%ETFWPMWheaton Precious Metals$3,915,319$182,142 ▼-4.4%55,3953.7%Basic MaterialsCGMSCapital Group U.S. Multi-Sector Income ETF$3,538,967$1,928,963 ▲119.8%133,1443.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,280,039$129,955 ▼-3.8%93,2363.1%ETFIAUMiShares Gold Trust Micro$2,284,834$482,851 ▼-17.4%77,0602.1%FinanceTFLRT. Rowe Price Floating Rate ETF$1,904,609$1,224,480 ▲180.0%38,2671.8%ETFSHViShares Short Treasury Bond ETF$1,867,110$718,373 ▲62.5%16,9461.7%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$1,588,763$1,588,763 ▲New Holding127,1011.5%ManufacturingGLDSPDR Gold Shares$1,498,836$363,487 ▲32.0%5,4761.4%FinanceBIBLInspire 100 ETF$1,252,941$321,119 ▼-20.4%33,6921.2%ETFBLESInspire Global Hope ETF$1,189,259$1,189,259 ▲New Holding48,0181.1%ETFMSFTMicrosoft$1,003,440$205,054 ▲25.7%2,8040.9%Computer and TechnologyTPIFTimothy Plan International ETF$904,243$301,991 ▲50.1%34,4790.8%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$859,803$310,950 ▲56.7%8,6630.8%ETFRINGiShares MSCI Global Gold Miners ETF$783,248$135,929 ▲21.0%22,5590.7%ETFSLVPiShares MSCI Global Silver and Metals Miners ETF$729,761$152,469 ▲26.4%56,4830.7%ETFNVDANVIDIA$704,962$704,962 ▲New Holding7,2200.7%Computer and TechnologyDFIVDimensional International Value ETF$680,946$327,143 ▲92.5%19,4890.6%ETFTPHDTimothy Plan High Dividend Stock ETF$671,499$302,321 ▲81.9%19,9970.6%ETFVYMIVanguard International High Dividend Yield ETF$670,174$280,050 ▲71.8%10,1250.6%ETFEVERGY INC$586,963$73,049 ▲14.2%9,1200.5%COMORealty Income$585,670$97,391 ▲19.9%11,0650.5%FinanceFDLFirst Trust Morningstar Dividend Leaders Index$584,493$249,210 ▲74.3%14,9870.5%ETFWECWEC Energy Group$580,040$312,210 ▲116.6%5,6200.5%UtilitiesQQQInvesco QQQ$516,480$366,917 ▼-41.5%1,2190.5%FinanceCOSTCostco Wholesale$495,843$183,444 ▲58.7%5460.5%Retail/WholesaleMAMastercard$488,434$110,213 ▲29.1%1,0060.5%Business ServicesVLOValero Energy$487,482$178,886 ▲58.0%4,5700.5%EnergySCHGSchwab U.S. Large-Cap Growth ETF$484,929$222,339 ▼-31.4%21,4570.5%ETFVVisa$479,724$67,149 ▲16.3%1,5360.4%Business ServicesESSEssex Property Trust$477,287$477,287 ▲New Holding1,8190.4%FinanceCGDVCapital Group Dividend Value ETF$476,959$234,021 ▲96.3%14,8170.4%ETFVEEVVeeva Systems$468,777$71,938 ▲18.1%2,1830.4%MedicalHEFAiShares Currency Hedged MSCI EAFE ETF$455,577$388,379 ▼-46.0%14,0610.4%ETFXOMExxon Mobil$435,539$139,278 ▲47.0%4,2310.4%EnergyTSMTaiwan Semiconductor Manufacturing$430,324$430,324 ▲New Holding2,9440.4%Computer and TechnologyBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$427,626$427,626 ▲New Holding19,4710.4%ETFBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$422,955$422,955 ▲New Holding20,1120.4%ManufacturingOHIOmega Healthcare Investors$418,331$418,331 ▲New Holding11,5370.4%FinanceBSJTInvesco BulletShares 2029 High Yield Corporate Bond ETF$417,731$417,731 ▲New Holding20,5880.4%ETFRSPInvesco S&P 500 Equal Weight ETF$417,576$132,022 ▲46.2%2,6790.4%ETFMOTIVanEck Morningstar International Moat ETF$407,599$192,937 ▲89.9%13,5460.4%ETFTPLCTimothy Plan US Large/Mid Cap Core ETF$406,964$291,751 ▼-41.8%10,5650.4%ETFGOOGAlphabet$401,456$68,501 ▲20.6%2,6900.4%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$399,981$213,182 ▲114.1%5,0940.4%ETFTPSCTimothy Plan US Small Cap Core ETF$380,076$5,096,111 ▼-93.1%11,3320.4%ETFQQQMInvesco NASDAQ 100 ETF$368,565$199,116 ▲117.5%2,1120.3%ETFGDGeneral Dynamics$368,548$86,688 ▲30.8%1,4880.3%AerospaceDLRDigital Realty Trust$347,005$104,143 ▲42.9%2,5390.3%FinanceGLRYInspire Faithward Mid Cap Momentum ETF$330,309$12,711 ▼-3.7%11,5120.3%ETFBSXBoston Scientific$330,093$31,581 ▲10.6%3,6060.3%MedicalICSHiShares Ultra Short-Term Bond Active ETF$320,614$242,444 ▼-43.1%6,3450.3%ETFRWLInvesco S&P 500 Revenue ETF$299,127$249,212 ▼-45.4%3,3020.3%ETFITWIllinois Tool Works$297,145$71,182 ▲31.5%1,3400.3%IndustrialsTPHETimothy Plan High Dividend Stock Enhanced ETF$295,367$103,778 ▲54.2%12,8930.3%ETFWCCWESCO International$274,962$46,878 ▲20.6%2,0060.3%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$274,563$355,973 ▼-56.5%5,6390.3%ETFIJRiShares Core S&P Small-Cap ETF$245,645$245,645 ▲New Holding2,6320.2%ETFSOSouthern$245,438$113,823 ▼-31.7%2,8140.2%UtilitiesIJJiShares S&P Mid-Cap 400 Value ETF$240,147$351,214 ▼-59.4%2,2530.2%ETFVSTVistra$223,248$71,061 ▲46.7%2,1740.2%UtilitiesHPEHewlett Packard Enterprise$211,414$880 ▲0.4%15,8600.2%Computer and TechnologyAEMAgnico Eagle Mines$200,157$200,157 ▲New Holding2,0090.2%Basic MaterialsIVWiShares S&P 500 Growth ETF$0$1,503,541 ▼-100.0%00.0%ETFIBDInspire Corporate Bond ETF$0$1,054,126 ▼-100.0%00.0%ETFNOWServiceNow$0$718,128 ▼-100.0%00.0%Computer and TechnologySMHVanEck Semiconductor ETF$0$373,565 ▼-100.0%00.0%ManufacturingPHOInvesco Water Resources ETF$0$274,512 ▼-100.0%00.0%ETFEPIWisdomTree India Earnings Fund$0$264,664 ▼-100.0%00.0%FinanceMCDMcDonald's$0$226,620 ▼-100.0%00.0%Retail/WholesaleWMTWalmart$0$217,109 ▼-100.0%00.0%Retail/WholesaleCOFCapital One Financial$0$216,620 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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