Tkg Advisors, LLC Reduced Holdings in Q4 2024

Tkg Advisors, LLC

  • $200 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-93K
- 58.42%
$91.29 - $91.8 $8.49M - $8.54M
66.2K $6.05M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-18.9K
- 40.14%
$34.13 - $37.35 $647K - $708K
28.3K $964K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.17K
- 11.32%
$59.74 - $60.03 $369K - $370K
48.3K $2.89M
MSFT
Microsoft Corp

Technology
-734
- 33.35%
$406.35 - $454.46 $298K - $334K
1.47K $618K
GD
General Dynamics Corp

Industrials
-68
- 0.86%
$260.28 - $314.03 $17.7K - $21.4K
7.84K $2.07M
CAT
Caterpillar Inc

Industrials
-322
- 5.11%
$360.37 - $416.88 $116K - $134K
5.98K $2.17M
JPM
Jpmorgan Chase & CO

Financial Services
-2.11K
- 19.67%
$205.18 - $250.29 $433K - $528K
8.62K $2.07M
AEP
American Electric Power CO Inc

Utilities
-154
- 1.22%
$90.91 - $102.21 $14K - $15.7K
12.5K $1.15M
WMB
Williams Companies, Inc.

Energy
-11.3K
- 20.29%
$46.37 - $59.74 $526K - $678K
44.6K $2.41M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-30
- 0.28%
$209.89 - $233.24 $6.3K - $7K
10.5K $2.23M
WM
Waste Management Inc

Industrials
-146
- 1.39%
$201.79 - $228.46 $29.5K - $33.4K
10.3K $2.09M
GS
Goldman Sachs Group Inc

Financial Services
-285
- 26.19%
$486.1 - $608.57 $139K - $173K
803 $459K
VTI
Vanguard Total Stock Market Et

ETFs
-347
- 7.92%
$280.04 - $302.45 $97.2K - $105K
4.04K $1.17M
IBM
International Business Machines Corp

Technology
-265
- 4.21%
$204.9 - $238.04 $54.3K - $63.1K
6.04K $1.33M
EFV
Msci Eafe Value ETF

ETFs
-33
- 0.73%
$51.78 - $57.15 $1.71K - $1.89K
4.49K $235K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-19
- 0.22%
$69.58 - $74.87 $1.32K - $1.42K
8.58K $600K
ACWI
Ishares Msci Acwi ETF

ETFs
-32
- 1.13%
$117.05 - $123.03 $3.75K - $3.94K
2.8K $328K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-42
- 2.43%
$176.42 - $186.91 $7.41K - $7.85K
1.69K $300K
META
Meta Platforms, Inc.

Communication Services
-45
- 3.86%
$554.08 - $632.68 $24.9K - $28.5K
1.12K $660K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-10
- 0.05%
N/A
18.3K $0
CGUS
Capital Group Core Equity ETF
-244
- 1.61%
$33.96 - $36.24 $8.29K - $8.84K
14.9K $520K
DE
Deere & CO

Industrials
-11
- 0.8%
$389.45 - $466.0 $4.28K - $5.13K
1.37K $581K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-99
- 2.37%
$102.88 - $117.55 $10.2K - $11.6K
4.07K $438K
PWR
Quanta Services, Inc.

Industrials
-47
- 3.5%
$296.05 - $346.6 $13.9K - $16.3K
1.29K $408K
WDAY
Workday, Inc.

Technology
-20
- 1.59%
$233.85 - $279.91 $4.68K - $5.6K
1.24K $319K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-325
- 1.59%
$124.26 - $134.12 $40.4K - $43.6K
20.2K $2.59M
AMZN
Amazon Com Inc

Consumer Cyclical
-199
- 3.66%
$180.88 - $232.93 $36K - $46.4K
5.25K $1.15M
COF
Capital One Financial Corp

Financial Services
-3.93K
- 12.87%
$145.19 - $192.01 $571K - $755K
26.6K $4.74M
TSLA
Tesla, Inc.

Consumer Cyclical
-978
- 23.09%
$213.65 - $479.86 $209K - $469K
3.26K $1.32M
Activity Summary
Buys All Purchases 55 New Holdings 15 Increased Positions 40 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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