Tpg Financial Advisors, LLC Top Holdings and 13F Report (2024) About Tpg Financial Advisors, LLCInvestment ActivityTpg Financial Advisors, LLC has $222.10 million in total holdings as of September 30, 2024.Tpg Financial Advisors, LLC owns shares of 68 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 6.13% of the portfolio was purchased this quarter.About 6.68% of the portfolio was sold this quarter.This quarter, Tpg Financial Advisors, LLC has purchased 68 new stocks and bought additional shares in 33 stocks.Tpg Financial Advisors, LLC sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares 7-10 Year Treasury Bond ETF $28,768,588JPMorgan Income ETF $19,434,696iShares 5-10 Year Investment Grade Corporate Bond ETF $18,999,716SPDR Portfolio S&P 500 Value ETF $18,582,636SPDR Portfolio Emerging Markets ETF $11,333,672 Largest New Holdings this Quarter International Business Machines $256,453 HoldingTesla $254,043 HoldingBerkshire Hathaway $206,657 HoldingHCA Healthcare $201,996 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 57,059 shares (about $5.60M)Vanguard Tax-Exempt Bond ETF 42,373 shares (about $2.17M)SPDR Portfolio Emerging Markets ETF 15,526 shares (about $640.91K)SPDR Portfolio S&P 500 Value ETF 10,697 shares (about $565.44K)iShares 5-10 Year Investment Grade Corporate Bond ETF 9,910 shares (about $532.36K) Largest Sales this Quarter iShares Core U.S. REIT ETF 91,290 shares (about $5.62M)NU 33,647 shares (about $459.28K)Vanguard Intermediate-Term Corporate Bond ETF 5,455 shares (about $456.86K)Microsoft 754 shares (about $324.45K)Vanguard Value ETF 915 shares (about $159.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTpg Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFiShares 7-10 Year Treasury Bond ETF$28,768,588$5,598,629 ▲24.2%293,19813.0%ETFJPIEJPMorgan Income ETF$19,434,696$28,576 ▲0.1%418,9428.8%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$18,999,716$532,364 ▲2.9%353,6818.6%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$18,582,636$565,444 ▲3.1%351,5448.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$11,333,672$640,913 ▲6.0%274,5565.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$10,665,338$316,333 ▲3.1%128,5914.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$9,035,734$399,714 ▲4.6%240,5684.1%ETFVTVVanguard Value ETF$7,987,397$159,730 ▼-2.0%45,7553.6%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$7,934,827$292,483 ▲3.8%145,1143.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,003,491$456,855 ▼-6.1%83,6243.2%ETFUSRTiShares Core U.S. REIT ETF$5,723,722$5,620,716 ▼-49.5%92,9632.6%ETFIWFiShares Russell 1000 Growth ETF$5,455,538$117,872 ▲2.2%14,5332.5%ETFSPTSSPDR Portfolio Short Term Treasury ETF$5,287,336$343,156 ▲6.9%179,7802.4%ETFVUGVanguard Growth ETF$4,946,938$74,098 ▼-1.5%12,8852.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$4,733,010$331,904 ▲7.5%39,5722.1%ETFIWDiShares Russell 1000 Value ETF$4,467,702$344,107 ▲8.3%23,5392.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,256,703$88,290 ▲2.1%93,5331.9%ETFVWOVanguard FTSE Emerging Markets ETF$4,128,737$147,091 ▼-3.4%86,2851.9%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$3,914,047$68,166 ▼-1.7%189,5421.8%ETFVTEBVanguard Tax-Exempt Bond ETF$3,449,424$2,166,108 ▲168.8%67,4771.6%ETFFDTFirst Trust Developed Markets ex-US AlphaDEX Fund$3,163,776$265,628 ▲9.2%54,8601.4%ManufacturingVEAVanguard FTSE Developed Markets ETF$3,116,212$44,677 ▼-1.4%59,0081.4%ETFVOVanguard Mid-Cap ETF$2,818,609$78,624 ▲2.9%10,6831.3%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$1,922,610$89,592 ▼-4.5%66,1600.9%ETFNUNU$1,568,535$459,282 ▼-22.6%114,9110.7%FinanceAAPLApple$1,507,044$45,435 ▲3.1%6,4680.7%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$1,421,659$88,470 ▼-5.9%24,0880.6%ETFVOTVanguard Mid-Cap Growth ETF$1,387,239$52,344 ▲3.9%5,6980.6%ETFJPSTJPMorgan Ultra-Short Income ETF$1,147,587$31,510 ▲2.8%22,6170.5%ETFMSFTMicrosoft$1,128,247$324,446 ▼-22.3%2,6220.5%Computer and TechnologyREETiShares Global REIT ETF$1,099,815$104,011 ▼-8.6%41,2070.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,019,775$56,836 ▲5.9%17,7630.5%ETFIVViShares Core S&P 500 ETF$905,607$1,154 ▲0.1%1,5700.4%ETFADPAutomatic Data Processing$702,341$277 ▼0.0%2,5380.3%Business ServicesAMZNAmazon.com$686,999$62,048 ▼-8.3%3,6870.3%Retail/WholesaleVBVanguard Small-Cap ETF$673,439$48,391 ▲7.7%2,8390.3%ETFDFUSDimensional U.S. Equity ETF$660,6260.0%10,6210.3%ETFVOEVanguard Mid-Cap Value ETF$649,110$14,589 ▼-2.2%3,8710.3%ETFNVDANVIDIA$646,547$46,026 ▼-6.6%5,3240.3%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$615,0110.0%14,7520.3%ETFIWRiShares Russell Mid-Cap ETF$596,0910.0%6,7630.3%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$546,180$24,532 ▲4.7%12,5790.2%ETFSPYSPDR S&P 500 ETF Trust$539,3340.0%9400.2%FinanceHDHome Depot$539,321$254,060 ▲89.1%1,3310.2%Retail/WholesaleESGVVanguard ESG US Stock ETF$451,021$18,195 ▲4.2%4,4370.2%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$409,909$35,252 ▼-7.9%8,1280.2%ManufacturingMETAMeta Platforms$403,570$26,905 ▼-6.3%7050.2%Computer and TechnologyGOOGLAlphabet$382,118$28,029 ▼-6.8%2,3040.2%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$376,3680.0%5,5750.2%ETFIEFAiShares Core MSCI EAFE ETF$373,240$78 ▼0.0%4,7820.2%ETFBSMOInvesco BulletShares 2024 Municipal Bond ETF$322,114$5,709 ▲1.8%12,9780.1%ETFBSMPInvesco BulletShares 2025 Municipal Bond ETF$321,186$4,163 ▲1.3%13,1150.1%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$320,063$2,113 ▲0.7%13,4820.1%ETFNKENIKE$307,455$20,067 ▼-6.1%3,4780.1%Consumer DiscretionaryCOSTCostco Wholesale$264,375$19,518 ▼-6.9%2980.1%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$260,797$3,306 ▲1.3%1,9720.1%ETFIBMInternational Business Machines$256,453$256,453 ▲New Holding1,1600.1%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$255,249$14,433 ▼-5.4%9550.1%ETFTSLATesla$254,043$254,043 ▲New Holding9710.1%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$253,875$15,393 ▲6.5%1,2040.1%FinanceUNHUnitedHealth Group$247,904$4,677 ▲1.9%4240.1%MedicalTTTrane Technologies$239,846$23,324 ▼-8.9%6170.1%ConstructionTMOThermo Fisher Scientific$234,438$14,227 ▼-5.7%3790.1%MedicalAOMiShares Core Moderate Allocation ETF$224,964$9,383 ▲4.4%4,9870.1%ETFAOAiShares Core Aggressive Allocation ETF$221,816$7,575 ▲3.5%2,8110.1%ETFBRK.BBerkshire Hathaway$206,657$206,657 ▲New Holding4490.1%FinanceHCAHCA Healthcare$201,996$201,996 ▲New Holding4970.1%MedicalZYMEZymeworks$138,2630.0%11,0170.1%MedicalHYFIAB High Yield ETF$0$6,086,405 ▼-100.0%00.0%ETFBSCOInvesco BulletShares 2024 Corporate Bond ETF$0$324,724 ▼-100.0%00.0%ETFASMLASML$0$264,887 ▼-100.0%00.0%Computer and TechnologyNVONovo Nordisk A/S$0$227,465 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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