Tpg Financial Advisors, LLC Portfolio Holdings

Tpg Financial Advisors, LLC

  • $230 Million
  • Q4 2024

Tpg Financial Advisors, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $230 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $19.9M, Ishares Trust Ishares 5 10 Yea with a value of $19M, Spdr Portfolio S&P 500 Value E with a value of $19M, Spdr Ser Tr Spdr Portfolio Int with a value of $15.5M, and Ishares Barclays with a value of $14.6M.

Examining the 13F form we can see an increase of $7.84M in the current position value, from $222M to 230M.

Below you can find more details about Tpg Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $230 Million
ETFs: $194 Million
Technology: $9.4 Million
Consumer Cyclical: $2.57 Million
Financial Services: $1.47 Million
Industrials: $948,000
Communication Services: $940,000
Consumer Defensive: $624,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $230 Million
  • Prior Value $222 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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