Tpg Financial Advisors, LLC Portfolio Holdings
Tpg Financial Advisors, LLC
- $189 Million
- Q4 2023
Tpg Financial Advisors, LLC has filed its 13F form on January 09, 2024 for Q4 2023 where it was disclosed a total value porftolio of $189 Million distributed in 54 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 $17.4M, Ishares Trust Ishares 5 10 Yea with a value of $16.6M, Spdr Portfolio S&P 500 Value E with a value of $15M, Ishares Barclays with a value of $14.5M, and Spdr Portfolio with a value of $12.6M.
Examining the 13F form we can see an increase of $3.61M in the current position value, from $185M to 189M.
Below you can find more details about Tpg Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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