Tpg Financial Advisors, LLC Reduced Holdings in Q2 2025

Tpg Financial Advisors, LLC

  • $240 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-60.4K
- 26.49%
$71.83 - $95.32 $4.34M - $5.76M
168K $16M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-61.4K
- 24.68%
$32.66 - $40.75 $2.01M - $2.5M
187K $7.59M
VCIT
Vanguard Intermediate Term Cor

ETFs
-18.5K
- 32.03%
$79.56 - $82.92 $1.47M - $1.53M
39.2K $3.25M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-49.3K
- 12.24%
$28.21 - $28.85 $1.39M - $1.42M
354K $10.2M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-45.3K
- 22.54%
$29.07 - $29.38 $1.32M - $1.33M
156K $4.56M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-24.6K
- 27.74%
$48.13 - $49.85 $1.19M - $1.23M
64.2K $3.15M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-27.6K
- 7.82%
$45.11 - $52.34 $1.24M - $1.44M
325K $17M
JPIE
J P Morgan Exchange Traded Fd
-16.6K
- 3.94%
$45.12 - $46.32 $751K - $771K
405K $18.8M
IEF
Ishares Barclays

ETFs
-6.3K
- 4.31%
$93.15 - $96.56 $586K - $608K
140K $13.4M
AAPL
Apple Inc.

Technology
-96
- 0.33%
$172.42 - $223.89 $16.6K - $21.5K
29.3K $6M
VGSH
Vanguard

ETFs
-5.16K
- 26.19%
$58.32 - $58.95 $301K - $304K
14.6K $855K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.89K
- 7.65%
$166.82 - $194.23 $315K - $367K
22.8K $4.43M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-2.18K
- 25.4%
$86.93 - $109.64 $190K - $239K
6.41K $703K
VOE
Vanguard Mid Cap Value Index F

ETFs
-902
- 25.24%
$141.87 - $164.49 $128K - $148K
2.67K $439K
SPY
Spdr S&P 500 ETF Trust

ETFs
-280
- 27.78%
$496.48 - $617.85 $139K - $173K
728 $449K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.18K
- 14.79%
$36.25 - $42.28 $79.1K - $92.3K
12.6K $531K
VEA
Vanguard Ftse Developed Market

ETFs
-8.26K
- 12.08%
$45.65 - $57.01 $377K - $471K
60.1K $3.43M
IEFA
Ishares Tr

ETFs
-878
- 13.24%
$67.83 - $84.09 $59.6K - $73.8K
5.75K $480K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.2K
- 11.91%
$53.65 - $67.02 $64.2K - $80.2K
8.84K $592K
AMZN
Amazon Com Inc

Consumer Cyclical
-519
- 14.64%
$167.32 - $223.3 $86.8K - $116K
3.03K $663K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-145
- 0.61%
$50.36 - $50.68 $7.3K - $7.35K
23.8K $1.21M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-180
- 3.54%
$41.55 - $46.04 $7.48K - $8.29K
4.9K $225K
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 3.52%
$908.13 - $1056.85 $9.08K - $10.6K
274 $271K
AOA
Ishares Tr Core Aggressive All

ETFs
-114
- 3.95%
$69.46 - $83.4 $7.92K - $9.51K
2.77K $230K
VBK
Vanguard Small Cap Growth ETF

ETFs
-16
- 1.83%
$219.76 - $276.94 $3.52K - $4.43K
860 $238K
IVV
Ishares Core S&P 500 ETF

ETFs
-111
- 5.97%
$498.8 - $620.9 $55.4K - $68.9K
1.75K $1.09M
SPMD
Spdr Portfolio

ETFs
-10.8K
- 5.69%
$44.89 - $54.38 $483K - $586K
179K $9.71M
JPM
Jpmorgan Chase & CO

Financial Services
-1
- 0.09%
$210.28 - $289.91 $210 - $290
1.1K $318K
VTV
Vanguard Value ETF

ETFs
-1.26K
- 2.59%
$153.67 - $176.74 $193K - $222K
47.3K $8.37M
VOT
Vanguard Mid Cap Growth Index

ETFs
-467
- 8.99%
$216.28 - $284.39 $101K - $133K
4.73K $1.35M
VB
Vanguard Small Cap ETF

ETFs
-37
- 0.46%
$193.73 - $237.37 $7.17K - $8.78K
7.95K $1.88M
VUG
Vanguard Growth ETF

ETFs
-2.99K
- 13.95%
$329.49 - $438.4 $985K - $1.31M
18.4K $8.09M
NVDA
Nvidia Corp

Technology
-14
- 0.29%
$94.31 - $157.99 $1.32K - $2.21K
4.8K $758K
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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