Tpg Financial Advisors, LLC Purchases in Q3 2025

Tpg Financial Advisors, LLC

  • $257 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
83K
+ 59.44%
$93.91 - $97.26 $7.8M - $8.07M
223K $21.5M
SPYG
Spdr Portfolio

ETFs
439
+ 0.26%
$94.33 - $105.31 $41.4K - $46.2K
168K $17.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.91K
+ 1.2%
$52.12 - $55.33 $204K - $216K
329K $18.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
792
+ 0.39%
$42.67 - $46.91 $33.8K - $37.2K
202K $9.44M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.9K
+ 10.15%
$50.53 - $50.82 $804K - $809K
173K $8.77M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.79K
+ 12.33%
$49.43 - $54.52 $434K - $479K
80K $4.34M
JPIE
J P Morgan Exchange Traded Fd
15.1K
+ 3.72%
$46.01 - $46.55 $695K - $703K
420K $19.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.77K
+ 11.72%
$117.65 - $120.08 $679K - $693K
55K $6.58M
BOTZ
Global X Fds

ETFs
147
+ 0.07%
$32.14 - $35.96 $4.72K - $5.29K
212K $7.52M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.25K
+ 1.2%
$39.8 - $42.86 $89.6K - $96.5K
190K $8.11M
SPTS
Spdr Portfolio Short Term Trea

ETFs
15.9K
+ 10.24%
$29.12 - $29.34 $464K - $468K
172K $5.03M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.49K
+ 27.24%
$50.47 - $50.74 $327K - $329K
30.3K $1.54M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.17K
+ 1.81%
$52.55 - $54.37 $166K - $172K
178K $9.61M
VO
Vanguard Mid Cap ETF

ETFs
78
+ 0.49%
$279.83 - $293.74 $21.8K - $22.9K
16K $4.71M
IWD
Ishares Russell 1000 Val ETF

ETFs
93
+ 0.41%
$192.76 - $203.86 $17.9K - $19K
22.9K $4.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
416
New
$459.11 - $506.91 $191K - $211K
416 $209K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4.72K
New
$39.06 - $43.42 $185K - $205K
4.72K $205K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
4.6K
New
$41.58 - $44.7 $191K - $205K
4.6K $201K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
623
+ 9.72%
$109.47 - $119.06 $68.2K - $74.2K
7.04K $833K
TXN
Texas Instruments Inc

Technology
430
+ 40.76%
N/A
1.49K $288K
COST
Costco Wholesale Corp

Consumer Defensive
93
+ 33.94%
$915.95 - $994.57 $85.2K - $92.5K
367 $339K
AOM
Ishares Tr Core Moderate Alloc

ETFs
182
+ 3.71%
$45.4 - $47.61 $8.26K - $8.67K
5.09K $241K
NKE
Nike, Inc.

Consumer Cyclical
168
+ 4.8%
$69.24 - $79.24 $11.6K - $13.3K
3.67K $255K
META
Meta Platforms, Inc.

Communication Services
7
+ 0.9%
$695.21 - $791.73 $4.87K - $5.54K
781 $573K
Doubleline ETF Trust
34.3K
+ 17.2%
N/A
234K $0
Activity Summary
Buys All Purchases 26 New Holdings 3 Increased Positions 23 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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