Tpg Financial Advisors, LLC Purchases in Q2 2025

Tpg Financial Advisors, LLC

  • $240 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BOTZ
Global X Fds

ETFs
200K
+ 1619.61%
$24.51 - $32.65 $4.9M - $6.52M
212K $6.93M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
45.7K
+ 1437.08%
$101.69 - $139.02 $4.65M - $6.36M
48.9K $6.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
53.8K
+ 52.2%
$49.79 - $50.75 $2.68M - $2.73M
157K $7.96M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
18.7K
+ 61.03%
$116.93 - $119.39 $2.18M - $2.23M
49.3K $5.87M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
27.2K
+ 15.69%
$34.72 - $42.74 $946K - $1.16M
201K $8.58M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
21.9K
+ 8.15%
$35.35 - $42.68 $774K - $934K
291K $12.4M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
25K
+ 16.71%
$51.1 - $53.29 $1.28M - $1.33M
174K $9.3M
FDT
First Trust Developed Markets

ETFs
382
+ 0.66%
$52.2 - $68.76 $19.9K - $26.3K
58.7K $4.03M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.42K
+ 11.63%
$39.89 - $49.46 $296K - $367K
71.2K $3.52M
USRT
Ishares Core U.S. Reit ETF

ETFs
9.02K
+ 9.48%
$50.37 - $57.97 $454K - $523K
104K $5.89M
VO
Vanguard Mid Cap ETF

ETFs
317
+ 2.03%
$228.54 - $279.83 $72.4K - $88.7K
15.9K $4.46M
IWM
Ishares Russell 2000 ETF

ETFs
1.73K
New
$174.82 - $215.79 $302K - $373K
1.73K $373K
MSFT
Microsoft Corp

Technology
32
+ 1.31%
$354.56 - $497.45 $11.3K - $15.9K
2.48K $1.23M
DVY
Ishares Tr

ETFs
2.12K
New
$118.37 - $134.86 $250K - $285K
2.12K $280K
AVGO
Broadcom Inc.

Technology
883
New
$146.29 - $275.65 $129K - $243K
883 $243K
TT
Trane Technologies PLC

Industrials
525
New
$315.21 - $437.41 $165K - $230K
525 $229K
TXN
Texas Instruments Inc

Technology
1.06K
New
N/A
1.06K $205K
TSLA
Tesla, Inc.

Consumer Cyclical
144
+ 7.78%
$221.86 - $362.89 $31.9K - $52.3K
1.99K $633K
META
Meta Platforms, Inc.

Communication Services
11
+ 1.44%
$484.66 - $738.09 $5.33K - $8.12K
774 $571K
GOOGL
Alphabet Inc.

Communication Services
92
+ 4.19%
$144.7 - $178.6 $13.3K - $16.4K
2.29K $403K
PM
Philip Morris International Inc.

Consumer Defensive
25
+ 1.92%
$149.23 - $184.95 $3.73K - $4.62K
1.33K $241K
IEMG
Ishares Inc

ETFs
607
+ 4.42%
N/A
14.3K $769K
NKE
Nike, Inc.

Consumer Cyclical
28
+ 0.81%
$53.27 - $72.04 $1.49K - $2.02K
3.5K $248K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
475
+ 5.01%
$40.82 - $43.14 $19.4K - $20.5K
9.96K $429K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.26%
$335.24 - $380.78 $1.01K - $1.14K
1.16K $423K
Innovator Etfs Trust
9.8K
New
N/A
9.8K $0
Doubleline ETF Trust
199K
New
N/A
199K $0
Activity Summary
Buys All Purchases 28 New Holdings 7 Increased Positions 21 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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