Tpg Financial Advisors, LLC Incresed Positions in Q4 2024

Tpg Financial Advisors, LLC

  • $230 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
491K
+ 742.42%
$27.8 - $29.05 $13.7M - $14.3M
557K $15.5M
AAPL
Apple Inc.

Technology
23.3K
+ 359.72%
$221.69 - $259.02 $5.16M - $6.03M
29.7K $7.45M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
109K
+ 116.6%
$44.33 - $49.55 $4.83M - $5.4M
203K $9.1M
SPYG
Spdr Portfolio

ETFs
8.13K
+ 6.32%
$81.74 - $91.38 $664K - $743K
137K $12M
VB
Vanguard Small Cap ETF

ETFs
3.63K
+ 127.69%
$233.76 - $261.58 $847K - $948K
6.46K $1.55M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.18K
+ 18.14%
$115.08 - $119.55 $826K - $858K
46.8K $5.4M
JPIE
J P Morgan Exchange Traded Fd
18.1K
+ 4.31%
$45.59 - $46.25 $824K - $835K
437K $19.9M
TSLA
Tesla, Inc.

Consumer Cyclical
893
+ 91.97%
$213.65 - $479.86 $191K - $429K
1.86K $752K
SPTS
Spdr Portfolio Short Term Trea

ETFs
17.2K
+ 9.59%
$28.88 - $29.33 $498K - $506K
197K $5.72M
AMZN
Amazon Com Inc

Consumer Cyclical
1.37K
+ 37.13%
$180.88 - $232.93 $248K - $319K
5.06K $1.11M
VUG
Vanguard Growth ETF

ETFs
171
+ 1.33%
$378.79 - $428.11 $64.8K - $73.2K
13.1K $5.36M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
19.2K
+ 5.46%
$51.09 - $55.27 $981K - $1.06M
371K $19M
SPY
Spdr S&P 500 ETF Trust

ETFs
268
+ 28.51%
$567.81 - $607.81 $152K - $163K
1.21K $707K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.83K
+ 12.52%
$50.37 - $50.6 $143K - $143K
25.4K $1.28M
COST
Costco Wholesale Corp

Consumer Defensive
137
+ 45.97%
$873.59 - $994.69 $120K - $136K
435 $398K
GOOGL
Alphabet Inc.

Communication Services
332
+ 14.41%
$161.86 - $196.66 $53.7K - $65.3K
2.64K $498K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.07K
+ 2.15%
$20.6 - $20.71 $83.8K - $84.2K
194K $4M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
350
+ 7.89%
$100.18 - $109.1 $35.1K - $38.2K
4.79K $502K
META
Meta Platforms, Inc.

Communication Services
45
+ 6.38%
$554.08 - $632.68 $24.9K - $28.5K
750 $442K
VO
Vanguard Mid Cap ETF

ETFs
135
+ 1.26%
$261.5 - $284.63 $35.3K - $38.4K
10.8K $2.86M
AOM
Ishares Tr Core Moderate Alloc

ETFs
365
+ 7.32%
$43.44 - $45.05 $15.9K - $16.4K
5.35K $232K
IEFA
Ishares Tr

ETFs
368
+ 7.7%
$70.06 - $77.43 $25.8K - $28.5K
5.15K $361K
IWD
Ishares Russell 1000 Val ETF

ETFs
505
+ 2.15%
$183.23 - $199.79 $92.5K - $101K
24K $4.45M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
14.6K
+ 4.14%
$51.33 - $53.74 $751K - $786K
368K $19M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23.3K
+ 9.7%
$34.13 - $37.35 $796K - $872K
264K $9.01M
FDT
First Trust Developed Markets

ETFs
2.16K
+ 3.94%
$53.27 - $57.72 $115K - $125K
57K $3.08M
VTV
Vanguard Value ETF

ETFs
358
+ 0.78%
$168.32 - $181.87 $60.3K - $65.1K
46.1K $7.81M
VEA
Vanguard Ftse Developed Market

ETFs
1.52K
+ 2.57%
$47.57 - $52.44 $72.1K - $79.5K
60.5K $2.89M
USRT
Ishares Core U.S. Reit ETF

ETFs
2.94K
+ 3.17%
$55.97 - $62.75 $165K - $185K
95.9K $5.5M
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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