TPG Financial Advisors, LLC holdings history

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91 is the total number of securities TPG Financial Advisors, LLC has owned. The longest TPG Financial Advisors, LLC has owned a single stock is 20 quarters.

TPG Financial Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPSB SPDR SER TR20200.34%8.88%19.42%Q4 2018Q3 202320
SPYG SPDR SER TR20205.86%7.16%9.88%Q4 2018Q3 202320
SPYV SPDR SER TR20205.94%7.07%9.47%Q4 2018Q3 202320
SPMD SPDR SER TR20203.02%4.27%5.00%Q4 2018Q3 202320
VTV VANGUARD INDEX FDS20203.40%4.22%5.18%Q4 2018Q3 202320
VUG VANGUARD INDEX FDS20202.55%4.02%5.65%Q4 2018Q3 202320
SPDW SPDR INDEX SHS FDS20202.09%2.98%3.79%Q4 2018Q3 202320
SPEM SPDR INDEX SHS FDS20201.37%2.93%4.28%Q4 2018Q3 202320
SPSM SPDR SER TR20200.71%2.04%3.37%Q4 2018Q3 202320
VEA VANGUARD TAX-MANAGED I...20201.12%1.62%2.34%Q4 2018Q3 202320
VO VANGUARD INDEX FDS20200.57%1.22%1.81%Q4 2018Q3 202320
VWO VANGUARD INTL EQUITY I...20200.65%1.17%1.97%Q4 2018Q3 202320
VOT VANGUARD INDEX FDS20200.43%0.75%0.94%Q4 2018Q3 202320
VOE VANGUARD INDEX FDS20200.18%0.45%0.77%Q4 2018Q3 202320
VB VANGUARD INDEX FDS20200.22%0.43%0.83%Q4 2018Q3 202320
ADP AUTOMATIC DATA PROCESS...20200.29%0.35%0.40%Q4 2018Q3 202320
SPY SPDR S&P 500 ETF TR20200.22%0.34%0.54%Q4 2018Q3 202320
VBK VANGUARD INDEX FDS20200.12%0.33%0.51%Q4 2018Q3 202320
IWR ISHARES TR19190.15%0.21%0.25%Q1 2019Q3 202319
IVV ISHARES TR18180.34%0.43%0.55%Q2 2019Q3 202318
MSFT MICROSOFT CORP18180.20%0.27%0.39%Q2 2019Q3 202318
NKE NIKE INC17170.19%0.42%0.62%Q3 2019Q3 202317
IVE ISHARES TR16160.27%0.46%0.80%Q4 2018Q3 202216
AOM ISHARES TR16160.12%0.17%0.24%Q4 2019Q3 202316
SPTS SPDR SER TR961.34%8.26%12.81%Q4 2018Q3 202315
AOA ISHARES TR1410.11%0.21%0.25%Q4 2019Q3 202315
IGIB ISHARES TR14148.76%15.70%29.61%Q2 2020Q3 202314
USRT ISHARES TR861.80%3.73%6.43%Q4 2018Q3 202314
IEMG ISHARES INC14140.18%0.36%0.61%Q2 2020Q3 202314
VBR VANGUARD INDEX FDS12120.17%0.28%0.38%Q4 2018Q3 202112
SKYY FIRST TR EXCHANGE TRAD...11111.38%3.26%5.11%Q2 2020Q4 202211
SPLG SPDR SER TR11110.14%0.17%0.20%Q1 2021Q3 202311
SDY SPDR SER TR910.19%5.58%11.01%Q3 2019Q2 202210
BSV VANGUARD BD INDEX FDS10100.26%0.45%0.87%Q4 2018Q1 202110
VCSH VANGUARD SCOTTSDALE FDS10100.17%0.40%0.90%Q4 2018Q1 202110
GLDM WORLD GOLD TR995.56%6.02%7.02%Q3 2019Q3 20219
FBT FIRST TR NASDAQ-100 TE...991.26%1.41%1.67%Q2 2020Q2 20229
WPC WP CAREY INC990.19%0.26%0.35%Q1 2019Q1 20219
VCIT VANGUARD SCOTTSDALE FDS880.16%3.07%5.18%Q4 2021Q3 20238
SLQD ISHARES TR880.13%1.29%2.75%Q4 2021Q3 20238
VGSH VANGUARD SCOTTSDALE FDS880.25%1.07%1.59%Q4 2021Q3 20238
BIL SPDR SER TR778.93%13.27%27.39%Q4 2018Q2 20207
HEDJ WISDOMTREE TR662.76%3.12%3.45%Q4 2018Q1 20206
IPAC ISHARES TR661.62%1.91%2.16%Q4 2018Q1 20206
PXH INVESCO EXCHNG TRADED ...660.36%1.15%1.59%Q4 2018Q1 20206
GWX SPDR INDEX SHS FDS660.69%0.83%0.97%Q4 2018Q1 20206
EWJ ISHARES INC660.51%0.64%1.01%Q4 2018Q1 20206
SCZ ISHARES TR660.33%0.38%0.45%Q4 2018Q1 20206
VNQ VANGUARD INDEX FDS660.25%0.32%0.37%Q4 2018Q1 20206
J P MORGAN EXCHANGE TR...558.55%9.21%9.79%Q3 2022Q3 20235
IWF ISHARES TR552.14%2.49%2.92%Q3 2022Q3 20235
BSCP INVESCO EXCH TRD SLF I...551.90%2.39%2.66%Q3 2022Q3 20235
BSCQ INVESCO EXCH TRD SLF I...551.80%2.32%2.60%Q3 2022Q3 20235
INDS PACER FDS TR551.24%1.76%2.28%Q4 2021Q4 20225
IWD ISHARES TR551.31%1.53%1.65%Q3 2022Q3 20235
FDT FIRST TR EXCH TRD ALPH...550.83%0.95%1.06%Q3 2022Q3 20235
NU HLDGS LTD550.06%0.27%0.50%Q3 2022Q3 20235
AAPL APPLE INC410.13%0.21%0.38%Q4 2019Q3 20235
ESGD ISHARES TR310.14%0.21%0.24%Q1 2019Q1 20215
JPST J P MORGAN EXCHANGE TR...550.12%0.19%0.28%Q3 2022Q3 20235
IEFA ISHARES TR410.12%0.13%0.14%Q1 2022Q3 20235
SPYD SPDR SER TR310.15%3.71%5.26%Q3 2019Q4 20224
REET ISHARES TR440.35%0.67%0.85%Q3 2022Q2 20234
SUSC ISHARES TR440.22%0.47%0.71%Q3 2020Q2 20214
CIBR FIRST TR EXCHANGE TRAD...331.45%1.98%2.48%Q1 2023Q3 20233
PAVE GLOBAL X FDS331.35%1.92%2.37%Q1 2023Q3 20233
MDLA MEDALLIA INC330.38%0.42%0.49%Q1 2021Q3 20213
AMZN AMAZON COM INC330.28%0.35%0.41%Q2 2019Q4 20193
VTEB VANGUARD MUN BD FDS210.14%0.27%0.50%Q2 2022Q3 20233
JPM JPMORGAN CHASE & CO330.21%0.25%0.33%Q2 2019Q4 20193
SPLV INVESCO EXCHNG TRADED ...330.17%0.18%0.19%Q2 2019Q4 20193
BSCO INVESCO EXCH TRD SLF I...330.16%0.16%0.16%Q1 2023Q3 20233
BSCN INVESCO EXCH TRD SLF I...330.15%0.15%0.16%Q1 2023Q3 20233
IWM ISHARES TR330.14%0.15%0.17%Q1 2021Q3 20213
IEF ISHARES TR227.66%7.81%7.96%Q2 2023Q3 20232
PDBC INVESCO ACTIVELY MANAG...223.52%4.73%5.93%Q4 2018Q1 20192
IEI ISHARES TR221.68%1.86%2.04%Q2 2023Q3 20232
PSX PHILLIPS 66220.54%0.74%0.94%Q4 2019Q1 20202
HEZU ISHARES TR110.20%0.24%0.28%Q3 2019Q1 20202
FITB FIFTH THIRD BANCORP220.23%0.23%0.23%Q4 2018Q1 20192
ESGE ISHARES INC220.17%0.18%0.18%Q4 2020Q1 20212
SPIB SPDR SERIES TRUST116.98%6.98%6.98%Q4 2018Q4 20181
SPTI SPDR SERIES TRUST114.67%4.67%4.67%Q4 2018Q4 20181
AB ACTIVE ETFS INC114.39%4.39%4.39%Q3 2023Q3 20231
FTGC FIRST TR EXCHAN TRADED...112.09%2.09%2.09%Q4 2018Q4 20181
CASS CASS INFORMATION SYS INC110.92%0.92%0.92%Q4 2019Q4 20191
ESGV VANGUARD WORLD FD110.23%0.23%0.23%Q3 2023Q3 20231
SHY ISHARES TR110.19%0.19%0.19%Q3 2023Q3 20231
IJR ISHARES TR110.19%0.19%0.19%Q2 2019Q2 20191
ICSH ISHARES TR110.16%0.16%0.16%Q3 2023Q3 20231
SHYG ISHARES TR110.10%0.10%0.10%Q3 2023Q3 20231
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The securities at the top of the list , including SPDR SER TR, SPDR SER TR, and SPDR SER TR, are the highest-conviction holdings of TPG Financial Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by TPG Financial Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that TPG Financial Advisors, LLC owns currently or has owned in the past.