TF

TPG Financial Advisors, LLC

13F
TPG Financial Advisors, LLC
Last update 2025-04-16 65 Stocks (6 new)
Value $226.00 Mil Turnover 13 %
Countries:
Top Holdings: JPIE(8.59%)SPYG(8.10%)SPYV(7.95%)IEF(6.15%)SPTI(5.09%)
Summary Stock Picks Current Portfolio
TPG Financial Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPIE
JPMorgan Income ETF
422,035
19,443.2
-3.43%
8.590
-0.30%
0.580
+2.25%
+3.91%
4,195.1
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
227,948
18,320.2
+66.73%
8.100
+3.24%
0.060
+27.21%
+10.98%
38,694.0
 
SPYV
SPDR Portfolio S&P 500 Value ETF
352,246
17,989.2
-4.99%
7.950
-0.41%
0.070
+11.76%
+4.26%
26,844.9
 
IEF
iShares 7-10 Year Treasury Bond ETF
145,936
13,917.9
-7.56%
6.150
-0.48%
0.040
+0.68%
+4.07%
34,824.0
 
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
403,208
11,523.7
-27.66%
5.090
-1.87%
0.120
+0.85%
+4.19%
8,675.4
 
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
268,693
10,951.9
+32.62%
4.840
+1.19%
0.100
+16.57%
-2.16%
11,667.3
 
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
189,276
9,687.1
+23.95%
4.280
+0.83%
0.080
+16.07%
+2.46%
13,571.3
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
248,776
9,057.9
-5.73%
4.000
-0.22%
0.040
+12.67%
+19.87%
26,951.4
 
VTV
Vanguard Value ETF
48,592
8,393.7
+5.38%
3.710
+0.19%
0.010
+10.43%
+6.13%
132,881.1
 
IWF
iShares Russell 1000 Growth ETF
22,318
8,058.9
+55.65%
3.560
+1.27%
0.010
+27.24%
+8.36%
113,776.0
 

TPG Financial Advisors, LLC's Historical Top Holdings Breakdowns

TPG Financial Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
2025-03-31
Reduce
Reduce
-4.90%
●
50.82 ($51.94) 52.7
$52.88
1.81%
Reduce -59.41%
149,491
-218,821
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Add
Add
+3.24%
●
80.05 ($87.3) 92.39
$97.27
11.42%
Add 66.73%
227,948
91,231
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
New Buy
New Buy
+2.31%
●
50.48 ($50.78) 51.04
$50.65
-0.26%
New holding
102,995
102,995
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
2025-03-31
Reduce
Reduce
-1.87%
●
27.64 ($28.14) 28.58
$28.50
1.28%
Reduce -27.66%
403,208
-154,137
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
2025-03-31
Reduce
Reduce
-1.59%
●
20.64 ($20.69) 20.73
$20.74
0.24%
Reduce -91.35%
16,747
-176,863
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+1.37%
●
369.1 ($404.54) 427.61
$448.39
10.84%
Add 64.17%
21,434
8,378
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Add
Add
+1.27%
●
360.07 ($394.62) 417.26
$434.26
10.05%
Add 55.65%
22,318
7,979
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-03-31
Add
Add
+1.19%
●
40.03 ($44.05) 46.81
$43.59
-1.04%
Add 32.62%
268,693
66,096
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Reduce
Reduce
-0.88%
●
79.17 ($80.9) 82.04
$82.25
1.67%
Reduce -30.49%
57,714
-25,315
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
2025-03-31
Add
Add
+0.83%
●
50.21 ($54.51) 57.73
$55.62
2.04%
Add 23.95%
189,276
36,577

TPG Financial Advisors, LLC Total Holding History ($B)

To

TPG Financial Advisors, LLC's Asset Allocation

To

TPG Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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TPG Financial Advisors, LLC's Hypothetical Growth since 2025-03-31

TPG Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

TPG Financial Advisors, LLC's Holdings Heat Map

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TPG Financial Advisors, LLC's Holdings Bubble Chart

TPG Financial Advisors, LLC News

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