Tcg Advisory Services, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.33 Billion distributed in 600 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $179M, Nvidia Corp with a value of $172M, Vanguard Total Stock Market Et with a value of $88.3M, Amazon Com Inc with a value of $68M, and American Centy ETF Tr Avantis with a value of $64.9M.

Examining the 13F form we can see an increase of $104M in the current position value, from $2.23B to 2.33B.

Tcg Advisory Services, LLC is based out at Austin, TX

Below you can find more details about Tcg Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.33 Billion
ETFs: $728 Million
Technology: $559 Million
Financial Services: $229 Million
Consumer Cyclical: $206 Million
Healthcare: $140 Million
Energy: $125 Million
Communication Services: $72.1 Million
Consumer Defensive: $59.8 Million
Other: $121 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 600
  • Current Value $2.33 Billion
  • Prior Value $2.23 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 86 stocks
  • Additional Purchases 239 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 186 stocks
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