Tpg Financial Advisors, LLC Sells in Q1 2025

Tpg Financial Advisors, LLC

  • $226 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-219K
- 59.41%
$50.82 - $52.7 $11.1M - $11.5M
149K $7.85M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-154K
- 27.66%
$27.64 - $28.58 $4.26M - $4.41M
403K $11.5M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-177K
- 91.35%
$20.64 - $20.73 $3.65M - $3.67M
16.7K $346K
VCIT
Vanguard Intermediate Term Cor

ETFs
-25.3K
- 30.49%
$79.17 - $82.04 $2M - $2.08M
57.7K $4.71M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-16.2K
- 34.58%
$114.57 - $118.14 $1.85M - $1.91M
30.6K $3.61M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-18.5K
- 4.99%
$49.78 - $53.19 $921K - $984K
352K $17.8M
AAPL
Apple Inc.

Technology
-376
- 1.26%
$209.68 - $247.1 $78.8K - $92.9K
29.4K $6.52M
REET
Ishares Global Reit ETF

ETFs
-28.6K
- 70.71%
$23.24 - $25.16 $664K - $719K
11.8K $287K
IEF
Ishares Barclays

ETFs
-11.9K
- 7.56%
$91.17 - $95.39 $1.09M - $1.14M
146K $13.9M
JPIE
J P Morgan Exchange Traded Fd
-15K
- 3.43%
$45.46 - $46.18 $681K - $691K
422K $19.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-14
- 0.75%
$222.15 - $428.22 $3.11K - $6K
1.85K $479K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-11.4K
- 6.19%
$37.07 - $40.63 $424K - $465K
174K $6.85M
VGSH
Vanguard

ETFs
-4.13K
- 17.32%
$58.07 - $58.69 $240K - $242K
19.7K $1.16M
GOOGL
Alphabet Inc.

Communication Services
-441
- 16.73%
$154.33 - $206.19 $68.1K - $90.9K
2.2K $339K
MSFT
Microsoft Corp

Technology
-105
- 4.11%
$375.39 - $447.2 $39.4K - $47K
2.45K $919K
NVDA
Nvidia Corp

Technology
-179
- 3.58%
$106.98 - $149.43 $19.1K - $26.7K
4.82K $522K
SPY
Spdr S&P 500 ETF Trust

ETFs
-200
- 16.56%
$551.42 - $612.93 $110K - $123K
1.01K $563K
VOT
Vanguard Mid Cap Growth Index

ETFs
-361
- 6.5%
$237.72 - $276.98 $85.8K - $100K
5.2K $1.27M
COST
Costco Wholesale Corp

Consumer Defensive
-151
- 34.71%
$890.62 - $1076.86 $134K - $163K
284 $268K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-1.57K
- 20.03%
$49.6 - $50.28 $77.8K - $78.9K
6.27K $315K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-581
- 5.47%
$59.61 - $66.71 $34.6K - $38.8K
10K $607K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.48K
- 5.83%
$50.39 - $50.66 $74.7K - $75.1K
24K $1.21M
USRT
Ishares Core U.S. Reit ETF

ETFs
-724
- 0.75%
$55.14 - $60.29 $39.9K - $43.6K
95.2K $5.43M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.1K
- 4.62%
$42.5 - $46.71 $132K - $145K
63.8K $2.89M
VOE
Vanguard Mid Cap Value Index F

ETFs
-210
- 5.55%
$156.61 - $168.02 $32.9K - $35.3K
3.57K $568K
VBK
Vanguard Small Cap Growth ETF

ETFs
-73
- 7.69%
$247.97 - $296.33 $18.1K - $21.6K
876 $221K
NKE
Nike, Inc.

Consumer Cyclical
-8
- 0.23%
$63.29 - $81.72 $506 - $654
3.47K $220K
IWS
Ishares Russell Midcap Value E

ETFs
-122
- 6.57%
$122.59 - $135.24 $15K - $16.5K
1.74K $218K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-194
- 2.0%
$42.38 - $43.28 $8.22K - $8.4K
9.49K $403K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-269
- 5.03%
$42.93 - $44.71 $11.5K - $12K
5.08K $223K
JPM
Jpmorgan Chase & CO

Financial Services
-48
- 4.18%
$225.19 - $279.95 $10.8K - $13.4K
1.1K $270K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-15.1K
- 5.73%
$33.84 - $37.77 $512K - $571K
249K $9.14M
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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