Tpg Financial Advisors, LLC Purchases and Sells in Q1 2025

Tpg Financial Advisors, LLC

$226 Million
Q1 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	91.2K + 66.73%	$80.05 - $92.39 $7.3M - $8.43M	228K $18.3M
VUG	8.38K + 64.17%	$369.1 - $427.61 $3.09M - $3.58M	21.4K $7.94M
IWF	7.98K + 55.65%	$360.07 - $417.26 $2.87M - $3.33M	22.3K $8.05M
SPSM	66.1K + 32.62%	$40.03 - $46.81 $2.65M - $3.09M	269K $10.9M
SPMD	36.6K + 23.95%	$50.21 - $57.73 $1.84M - $2.11M	189K $9.66M
VO	4.81K + 44.44%	$251.87 - $277.95 $1.21M - $1.34M	15.6K $4.02M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAAA	103K New	$50.48 - $51.04 $5.2M - $5.26M	103K $5.22M
GRID	3.18K New	$113.13 - $127.79 $360K - $407K	3.18K $359K
BOTZ	12.3K New	$28.46 - $34.53 $351K - $426K	12.3K $351K
BRK-B	405 New	$442.66 - $534.52 $179K - $216K	405 $215K
PM	1.3K New	$117.15 - $158.79 $153K - $207K	1.3K $206K
CVX	1.22K New	$146.71 - $167.97 $178K - $204K	1.22K $203K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGIB	-219K - 59.41%	$50.82 - $52.7 $11.1M - $11.5M	149K $7.85M
SPTI	-154K - 27.66%	$27.64 - $28.58 $4.26M - $4.41M	403K $11.5M
BSCP	-177K - 91.35%	$20.64 - $20.73 $3.65M - $3.67M	16.7K $346K
VCIT	-25.3K - 30.49%	$79.17 - $82.04 $2M - $2.08M	57.7K $4.71M
IEI	-16.2K - 34.58%	$114.57 - $118.14 $1.85M - $1.91M	30.6K $3.61M
SPYV	-18.5K - 4.99%	$49.78 - $53.19 $921K - $984K	352K $17.8M

Activity Summary All Purchases 27 New Holdings 6 Increased Positions 21 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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