$220 Million is the total value of TCG Advisory Services, LLC's 163 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 12 | Q3 2023 | 8.7% |
ISHARES TR | 12 | Q3 2023 | 4.0% |
ISHARES TR | 12 | Q3 2023 | 4.2% |
ISHARES TR | 12 | Q3 2023 | 4.8% |
INVESCO EXCH TRD SLF IDX FD | 12 | Q3 2023 | 2.5% |
J P MORGAN EXCHANGE-TRADED F | 12 | Q3 2023 | 6.0% |
INVESCO EXCH TRD SLF IDX FD | 12 | Q3 2023 | 2.4% |
EXXON MOBIL CORP | 12 | Q3 2023 | 1.5% |
AMAZON COM INC | 12 | Q3 2023 | 1.5% |
ISHARES TR | 12 | Q3 2023 | 1.7% |
View TCG Advisory Services, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-06 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-04-24 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-11 |
13F-HR | 2021-11-12 |
View TCG Advisory Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.