Tpg Financial Advisors, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $226 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $19.4M, Spdr Portfolio with a value of $18.3M, Spdr Portfolio S&P 500 Value E with a value of $17.8M, Ishares Barclays with a value of $13.9M, and Spdr Ser Tr Spdr Portfolio Int with a value of $11.5M.

Examining the 13F form we can see an decrease of $4.01M in the current position value, from $230M to 226M.

Below you can find more details about Tpg Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $226 Million
ETFs: $193 Million
Technology: $7.96 Million
Consumer Cyclical: $1.8 Million
Financial Services: $1.66 Million
Communication Services: $778,000
Industrials: $775,000
Consumer Defensive: $474,000
Energy: $203,000
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $226 Million
  • Prior Value $230 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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