Tpg Financial Advisors, LLC Portfolio Holdings by Sector
Tpg Financial Advisors, LLC
- $189 Million
- Q4 2023
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IGIB SPYV IEF SPYG USRT SPEM VTV SPMD 50 stocks |
$166,422
97.25% of portfolio
|
  31  
|
  16  
|
  8  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,088
0.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
NU 1 stocks |
$1,080
0.63% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,000
0.58% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$590
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$553
0.32% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$395
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|