Tpg Financial Advisors, LLC Reduced Holdings in Q3 2024

Tpg Financial Advisors, LLC

  • $222 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
-91.3K
- 49.55%
$53.07 - $62.66 $4.84M - $5.72M
93K $5.72M
MSFT
Microsoft Corp

Technology
-754
- 22.33%
$395.15 - $467.56 $298K - $353K
2.62K $1.13M
NU
Nu Holdings Ltd.

Financial Services
-33.6K
- 22.65%
$10.71 - $15.14 $360K - $509K
115K $1.57M
VCIT
Vanguard Intermediate Term Cor

ETFs
-5.46K
- 6.12%
$79.29 - $84.02 $433K - $458K
83.6K $7M
AMZN
Amazon Com Inc

Consumer Cyclical
-333
- 8.28%
$161.02 - $200.0 $53.6K - $66.6K
3.69K $686K
GOOGL
Alphabet Inc.

Communication Services
-169
- 6.83%
$148.65 - $191.18 $25.1K - $32.3K
2.3K $382K
VGSH
Vanguard

ETFs
-1.5K
- 5.86%
$57.74 - $59.13 $86.6K - $88.6K
24.1K $1.42M
NVDA
Nvidia Corp

Technology
-379
- 6.65%
$98.91 - $134.91 $37.5K - $51.1K
5.32K $646K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-3.3K
- 1.71%
$20.47 - $20.71 $67.6K - $68.4K
190K $3.91M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-699
- 7.92%
$49.07 - $50.44 $34.3K - $35.3K
8.13K $409K
COST
Costco Wholesale Corp

Consumer Defensive
-22
- 6.88%
$801.83 - $917.05 $17.6K - $20.2K
298 $264K
VBK
Vanguard Small Cap Growth ETF

ETFs
-54
- 5.35%
$240.48 - $267.94 $13K - $14.5K
955 $255K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-23
- 5.72%
$531.86 - $624.21 $12.2K - $14.4K
379 $234K
TT
Trane Technologies PLC

Industrials
-60
- 8.86%
$314.21 - $388.71 $18.9K - $23.3K
617 $239K
META
Meta Platforms, Inc.

Communication Services
-47
- 6.25%
$453.41 - $572.44 $21.3K - $26.9K
705 $403K
IEFA
Ishares Tr

ETFs
-1
- 0.02%
$70.09 - $78.74 $70.1 - $78.7
4.78K $373K
NKE
Nike, Inc.

Consumer Cyclical
-227
- 6.13%
$71.09 - $89.44 $16.1K - $20.3K
3.48K $307K
REET
Ishares Global Reit ETF

ETFs
-3.9K
- 8.64%
$23.07 - $27.17 $89.9K - $106K
41.2K $1.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
-87
- 2.2%
$149.02 - $167.67 $13K - $14.6K
3.87K $649K
VUG
Vanguard Growth ETF

ETFs
-193
- 1.48%
$341.08 - $391.94 $65.8K - $75.6K
12.9K $4.95M
ADP
Automatic Data Processing Inc

Industrials
-1
- 0.04%
$233.44 - $279.45 $233 - $279
2.54K $702K
VEA
Vanguard Ftse Developed Market

ETFs
-846
- 1.41%
$47.6 - $53.31 $40.3K - $45.1K
59K $3.12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.07K
- 3.44%
$41.9 - $48.26 $129K - $148K
86.3K $4.13M
VTV
Vanguard Value ETF

ETFs
-915
- 1.96%
$159.75 - $174.57 $146K - $160K
45.8K $7.99M
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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