Tpg Financial Advisors, LLC Purchases in Q1 2025

Tpg Financial Advisors, LLC

  • $226 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
91.2K
+ 66.73%
$80.05 - $92.39 $7.3M - $8.43M
228K $18.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
103K
New
$50.48 - $51.04 $5.2M - $5.26M
103K $5.22M
VUG
Vanguard Growth ETF

ETFs
8.38K
+ 64.17%
$369.1 - $427.61 $3.09M - $3.58M
21.4K $7.94M
IWF
Ishares Russell 1000 Gr ETF

ETFs
7.98K
+ 55.65%
$360.07 - $417.26 $2.87M - $3.33M
22.3K $8.05M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
66.1K
+ 32.62%
$40.03 - $46.81 $2.65M - $3.09M
269K $10.9M
SPMD
Spdr Portfolio

ETFs
36.6K
+ 23.95%
$50.21 - $57.73 $1.84M - $2.11M
189K $9.66M
VO
Vanguard Mid Cap ETF

ETFs
4.81K
+ 44.44%
$251.87 - $277.95 $1.21M - $1.34M
15.6K $4.02M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
21.4K
+ 31.7%
$49.25 - $50.66 $1.05M - $1.08M
88.9K $4.4M
VEA
Vanguard Ftse Developed Market

ETFs
7.84K
+ 12.95%
$47.4 - $52.99 $372K - $415K
68.4K $3.5M
VTV
Vanguard Value ETF

ETFs
2.48K
+ 5.38%
$167.73 - $179.21 $416K - $444K
48.6K $8.3M
BOTZ
Global X Fds

ETFs
12.3K
New
$28.46 - $34.53 $351K - $426K
12.3K $351K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.81K
+ 79.55%
$96.93 - $109.51 $369K - $417K
8.6K $838K
FDT
First Trust Developed Markets

ETFs
1.26K
+ 2.2%
$53.51 - $60.98 $67.2K - $76.6K
58.3K $3.39M
VB
Vanguard Small Cap ETF

ETFs
1.52K
+ 23.53%
$217.89 - $252.64 $331K - $384K
7.99K $1.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
405
New
$442.66 - $534.52 $179K - $216K
405 $215K
PM
Philip Morris International Inc.

Consumer Defensive
1.3K
New
$117.15 - $158.79 $153K - $207K
1.3K $206K
CVX
Chevron Corp

Energy
1.22K
New
$146.71 - $167.97 $178K - $204K
1.22K $203K
IVV
Ishares Core S&P 500 ETF

ETFs
369
+ 24.75%
$554.06 - $615.85 $204K - $227K
1.86K $1.05M
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.95K
+ 2.0%
$28.92 - $29.24 $114K - $115K
201K $5.87M
IWD
Ishares Russell 1000 Val ETF

ETFs
646
+ 2.69%
$182.82 - $196.21 $118K - $127K
24.7K $4.6M
IEFA
Ishares Tr

ETFs
1.48K
+ 28.78%
$69.57 - $78.65 $103K - $117K
6.63K $501K
IEMG
Ishares Inc

ETFs
474
+ 3.57%
N/A
13.7K $737K
AOA
Ishares Tr Core Aggressive All

ETFs
89
+ 3.19%
$75.7 - $80.01 $6.74K - $7.12K
2.88K $220K
META
Meta Platforms, Inc.

Communication Services
13
+ 1.73%
$576.36 - $736.67 $7.49K - $9.58K
763 $439K
IWR
Ishares Russell Mid Cap ETF

ETFs
47
+ 0.69%
$82.81 - $92.93 $3.89K - $4.37K
6.81K $579K
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 1.05%
$347.25 - $424.87 $4.17K - $5.1K
1.15K $422K
Activity Summary
Buys All Purchases 27 New Holdings 6 Increased Positions 21 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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