Tpg Financial Advisors, LLC Purchases and Sells in Q2 2025

Tpg Financial Advisors, LLC

$240 Million
Q2 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BOTZ	200K + 1619.61%	$24.51 - $32.65 $4.9M - $6.52M	212K $6.93M
GRID	45.7K + 1437.08%	$101.69 - $139.02 $4.65M - $6.36M	48.9K $6.8M
JAAA	53.8K + 52.2%	$49.79 - $50.75 $2.68M - $2.73M	157K $7.96M
IEI	18.7K + 61.03%	$116.93 - $119.39 $2.18M - $2.23M	49.3K $5.87M
SPEM	27.2K + 15.69%	$34.72 - $42.74 $946K - $1.16M	201K $8.58M
SPSM	21.9K + 8.15%	$35.35 - $42.68 $774K - $934K	291K $12.4M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	1.73K New	$174.82 - $215.79 $302K - $373K	1.73K $373K
DVY	2.12K New	$118.37 - $134.86 $250K - $285K	2.12K $280K
AVGO	883 New	$146.29 - $275.65 $129K - $243K	883 $243K
TT	525 New	$315.21 - $437.41 $165K - $230K	525 $229K
TXN	1.06K New	N/A	1.06K $205K
DOUBLELINE ETF TRUST	199K New	N/A	199K $0

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	-60.4K - 26.49%	$71.83 - $95.32 $4.34M - $5.76M	168K $16M
SPDW	-61.4K - 24.68%	$32.66 - $40.75 $2.01M - $2.5M	187K $7.59M
VCIT	-18.5K - 32.03%	$79.56 - $82.92 $1.47M - $1.53M	39.2K $3.25M
SPTI	-49.3K - 12.24%	$28.21 - $28.85 $1.39M - $1.42M	354K $10.2M
SPTS	-45.3K - 22.54%	$29.07 - $29.38 $1.32M - $1.33M	156K $4.56M
VTEB	-24.6K - 27.74%	$48.13 - $49.85 $1.19M - $1.23M	64.2K $3.15M

Activity Summary All Purchases 28 New Holdings 7 Increased Positions 21 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tpg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tpg Financial Advisors, LLC with notifications on news.