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TPB WEALTH ADVISORS13F | |
| TPB WEALTH ADVISORS | |
| Last update 2023-05-23 | 37 Stocks (3 new) |
| Value $184.00 Mil | Turnover 18 % |
TPB WEALTH ADVISORS Top Holdings of 2023-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 88,670 | 36,450.0 | -16.57% | 19.860 | -3.41% | 0.010 | +16.68% | +7.37% | 623,772.3 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 247,527 | 26,330.0 | +57.34% | 14.350 | +5.23% | 0.070 | -4.26% | +1.74% | 48,373.3 | ||
IWB | iShares Russell 1000 ETF | 69,327 | 15,620.0 | -25.16% | 8.510 | -2.53% | 0.050 | +16.84% | +7.25% | 42,054.9 | ||
TIP | iShares TIPS Bond ETF | 94,355 | 10,400.0 | +70.90% | 5.670 | +2.35% | 0.050 | -0.38% | +4.42% | 13,954.8 | ||
IAU | iShares Gold Trust | 267,968 | 10,010.0 | +76.10% | 5.450 | +2.36% | 0.030 | +7.29% | +26.98% | 47,365.6 | ||
VOO | Vanguard S&P 500 ETF | 21,216 | 7,980.0 | -35.97% | 4.350 | -1.94% | 0.000 | +16.76% | +7.46% | 616,819.8 | ||
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 96,551 | 7,290.0 | +5.94% | 3.970 | +0.22% | 0.050 | +4.72% | +5.15% | 17,777.6 | ||
AAPL | Apple Inc | 39,274 | 6,480.0 | -0.32% | 3.530 | -0.01% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
IEFA | iShares Core MSCI EAFE ETF | 91,065 | 6,090.0 | New Holding | 3.320 | +3.32% | 0.010 | +14.34% | +21.05% | 143,058.9 | ||
RPV | Invesco S&P 500 Pure Value ETF | 78,326 | 5,950.0 | -19.52% | 3.240 | -0.78% | 0.210 | +7.27% | +6.63% | 1,344.1 |
TPB WEALTH ADVISORS's Historical Top Holdings Breakdowns
TPB WEALTH ADVISORS Total Holding History ($B)
TPB WEALTH ADVISORS's Asset Allocation
TPB WEALTH ADVISORS Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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TPB WEALTH ADVISORS's Hypothetical Growth since 2023-03-31
TPB WEALTH ADVISORS's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
TPB WEALTH ADVISORS's Holdings Heat Map
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TPB WEALTH ADVISORS's Holdings Bubble Chart
TPB WEALTH ADVISORS News
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