Tpg Financial Advisors, LLC Reduced Holdings in Q3 2025

Tpg Financial Advisors, LLC

  • $257 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-47K
- 96.09%
$138.08 - $151.2 $6.49M - $7.11M
1.91K $288K
IVV
Ishares Core S&P 500 ETF

ETFs
-481
- 27.5%
$620.67 - $670.08 $299K - $322K
1.27K $848K
IEMG
Ishares Inc

ETFs
-1.64K
- 11.41%
N/A
12.7K $681K
NU
Nu Holdings Ltd.

Financial Services
-21.6K
- 18.8%
$11.92 - $16.3 $258K - $352K
93.3K $1.49M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-3.58K
- 1.01%
$28.38 - $29.05 $102K - $104K
350K $10.1M
PM
Philip Morris International Inc.

Consumer Defensive
-34
- 2.56%
$157.77 - $183.27 $5.36K - $6.23K
1.29K $209K
VGSH
Vanguard

ETFs
-457
- 3.14%
$58.43 - $58.88 $26.7K - $26.9K
14.1K $829K
IEFA
Ishares Tr

ETFs
-551
- 9.58%
$81.7 - $87.53 $45K - $48.2K
5.2K $454K
TT
Trane Technologies PLC

Industrials
-26
- 4.95%
$398.96 - $472.54 $10.4K - $12.3K
499 $210K
AMZN
Amazon Com Inc

Consumer Cyclical
-75
- 2.48%
$211.65 - $238.24 $15.9K - $17.9K
2.95K $647K
VCIT
Vanguard Intermediate Term Cor

ETFs
-487
- 1.24%
$81.75 - $84.54 $39.8K - $41.2K
38.7K $3.26M
VBK
Vanguard Small Cap Growth ETF

ETFs
-2
- 0.23%
$276.51 - $305.12 $553 - $610
858 $255K
MSFT
Microsoft Corp

Technology
-62
- 2.5%
$491.09 - $535.64 $30.4K - $33.2K
2.42K $1.25M
VOE
Vanguard Mid Cap Value Index F

ETFs
-37
- 1.38%
$164.63 - $174.58 $6.09K - $6.46K
2.64K $460K
VOT
Vanguard Mid Cap Growth Index

ETFs
-63
- 1.33%
$282.75 - $294.19 $17.8K - $18.5K
4.67K $1.37M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-230
- 2.6%
$67.01 - $72.84 $15.4K - $16.8K
8.61K $623K
AVGO
Broadcom Inc.

Technology
-3
- 0.34%
$264.74 - $369.57 $794 - $1.11K
880 $290K
VEA
Vanguard Ftse Developed Market

ETFs
-1.38K
- 2.29%
$56.02 - $60.3 $77.2K - $83.1K
58.7K $3.52M
VB
Vanguard Small Cap ETF

ETFs
-42
- 0.53%
$237.58 - $259.17 $9.98K - $10.9K
7.91K $2.01M
USRT
Ishares Core U.S. Reit ETF

ETFs
-467
- 0.45%
$55.64 - $59.37 $26K - $27.7K
104K $6.09M
TSLA
Tesla, Inc.

Consumer Cyclical
-106
- 5.32%
$293.94 - $444.72 $31.2K - $47.1K
1.89K $839K
VTV
Vanguard Value ETF

ETFs
-745
- 1.57%
$175.51 - $186.57 $131K - $139K
46.6K $8.69M
FDT
First Trust Developed Markets

ETFs
-150
- 0.26%
$68.09 - $76.05 $10.2K - $11.4K
58.5K $4.41M
VUG
Vanguard Growth ETF

ETFs
-611
- 3.31%
$433.97 - $484.08 $265K - $296K
17.8K $8.55M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-46
- 0.26%
$420.11 - $472.68 $19.3K - $21.7K
18K $8.42M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.02K
- 0.69%
$42.26 - $47.16 $85.2K - $95K
289K $13.4M
AAPL
Apple Inc.

Technology
-303
- 1.04%
$202.38 - $256.87 $61.3K - $77.8K
29K $7.37M
Activity Summary
Buys All Purchases 26 New Holdings 3 Increased Positions 23 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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