TPG Financial Advisors, LLC - 13F
Top 5 stock holdings are JPIE, IGIB, SPYV, IEF, SPYG, and represent 38.58% of TPG Financial Advisors's stock portfolio.Added to shares of these 10 stocks: SPTI, REET, DFUV, DFUS, AMZN, SPEM, DFIV, DFAS, HDV, MSFT.Started 9 new stock positions in DFAS, AMZN, SPTI, DFIV, IVE, DFUV, REET, HDV, DFUS.
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TPG Financial Advisors, LLC - 13F
1 week from now
Top 5 stock holdings are JPIE, IGIB, SPYV, IEF, SPYG, and represent 38.58% of TPG Financial Advisors's stock portfolio.Added to shares of these 10 stocks: SPTI, REET, DFUV, DFUS, AMZN, SPEM, DFIV, DFAS, HDV, MSFT.Started 9 new stock positions in DFAS, AMZN, SPTI, DFIV, IVE, DFUV, REET, HDV, DFUS.
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TPG FINANCIAL ADVISORS, LLC Top 13F Holdings
1 week from now
TPG Financial Advisors is a large advisory firm with 613 clients and discretionary assets under management (AUM) of $813,798,729 (Form ADV from 2024-03-27). Their last reported 13F filing for Q3 2024 included $222,098,686 in managed 13F securities and a top 10 holdings …
whalewisdom.com
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TPG Financial Advisors, LLC - 13F
1 week from now
TPG Financial Advisors, LLC reported 68 holdings with total value $222 M as of Q3 2024. Top holdings included IEF, JPIE, IGIB, SPYV, and SPEM. TPG Financial Advisors, LLC ... 13F-HR …
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TPG Financial Advisors, LLC Q2 2024 13F Top Portfolio Holdings
1 week from now
TPG Financial Advisors, LLC reported 68 holdings with total value $211 M as of Q2 2024. Top holdings included IEF, JPIE, IGIB, SPYV, and SPYG. TPG Financial Advisors, LLC ... Num …
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TPG Financial Advisors, LLC Q3 2024 13F Top Portfolio Holdings
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TPG Financial Advisors, LLC reported 68 holdings with total value $222 M as of Q3 2024. Top holdings included IEF, JPIE, IGIB, SPYV, and SPEM. TPG Financial Advisors, LLC Q3 2024 …
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$211Million TPG Financial Advisors, LLC Q2 2024 13F Holdings …
1 week from now
TPG Financial Advisors, LLC reported 68 stock holdings with total value $211M as of Q2 2024. Top holdings included IEF, JPIE, IGIB, SPYV, and SPYG. Open main menu. PortfolioSavvy ...
portfoliosavvy.com
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TPG ADVISORS LLC Top 13F Holdings - WhaleWisdom.com
1 week from now
Sep 30, 2024 · TPG Advisors is based out of Northfield. Their last reported 13F filing for Q3 2024 included $127,918,678 in managed 13F securities and a top 10 holdings concentration of …
whalewisdom.com
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TPG Inc. (NASDAQ:TPG) Position Lowered By South Street …
1 week from now
2 days ago · South Street Advisors LLC decreased its holdings in shares of TPG Inc. (NASDAQ:TPG - Free Report) by 4.0% during the 3rd quarter, according to its most recent …
marketbeat.com
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Discover Financial Services (NYSE:DFS) Position Decreased
1 week from now
1 day ago · Sheaff Brock Investment Advisors LLC lowered its holdings in Discover Financial Services (NYSE:DFS - Free Report) by 77.2% during the 3rd quarter, according to its most …
marketbeat.com
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3 Largest Registered Investment Advisors (RIAs) In New Jersey
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Mar 15, 2021 · Managed Account Advisors, LLC = ~$446B+ in AUM Founded in 2007, Managed Account Advisors, LLC is a Jersey City, New Jersey-based national financial advisory firm …
fintrx.com
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TPG Financial Advisors, LLC Q4 2021 13F Top Portfolio Holdings
1 week from now
TPG Financial Advisors, LLC reported 139 holdings with total value $222 M as of Q4 2021. Top holdings included IGIB, SPTS, SPYG, SPYV, and SPSB. TPG Financial Advisors, LLC Q4 …
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PLOTKIN FINANCIAL ADVISORS, LLC Top 13F Holdings
1 week from now
Plotkin Financial Advisors is a large advisory firm with 201 clients and discretionary assets under management (AUM) of $174,914,111 (Form ADV from 2024-10-11). Their last reported 13F …
whalewisdom.com
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See Which Of The Latest 13F Filers Holds Ford Motor
1 week from now
3 days ago · TCM Advisors LLC: Existing-14,800-$541: Allegiance Financial Group Advisory Services LLC: Existing-1,995-$105: Avantax Advisory Services Inc. Existing-275-$541: …
nasdaq.com
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South Street Advisors LLC Reduces Position In Hilton Worldwide …
1 week from now
2 days ago · South Street Advisors LLC trimmed its position in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT - Free Report) by 3.1% in the third quarter, according to its most …
marketbeat.com
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WESPAC Advisors SoCal LLC Boosts Stock Holdings In Eli Lilly And ...
1 week from now
1 day ago · WESPAC Advisors SoCal LLC boosted its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 8.4% in the third quarter, according to the company in its most …
marketbeat.com
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Natixis Advisors LLC Raises Position In Ameriprise Financial, Inc ...
1 week from now
1 day ago · Natixis Advisors LLC raised its position in shares of Ameriprise Financial, Inc. (NYSE:AMP - Free Report) by 1.1% in the third quarter, according to its most recent Form 13F …
marketbeat.com
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