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TPG Financial Advisors LLC Top Holdings
As of  09/30/2022, below is a summary of the TPG Financial Advisors LLC top holdings by largest position size, as per the latest 13f filing made by TPG Financial Advisors LLC. In the TPG Financial Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by TPG Financial Advisors LLC in that top holding, then the share count change between reporting periods, and finally the TPG Financial Advisors LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
J P MORGAN EXCHANGE TRADED F (JPIE) 359,992 +359,992 $15,948
     JPIE359,992+359,992$15,948
SPDR SER TR (SPTS) 533,460 +568 $15,422
     SPTS533,460+568$15,422
SPDR SER TR (SPSB) 489,488 +12,100 $14,303
     SPSB489,488+12,100$14,303
ISHARES TR (IGIB) 295,361 +9,193 $14,260
     IGIB295,361+9,193$14,260
SPDR SER TR (SPYV) 297,872 -48,766 $10,274
     SPYV297,872-48,766$10,274
SPDR SER TR (SPYG) 200,855 -23,726 $10,063
     SPYG200,855-23,726$10,063
VANGUARD SCOTTSDALE FDS (VCIT) 111,477 +23,034 $8,437
     VCIT111,477+23,034$8,437
ISHARES TR (USRT) 151,072 +67 $7,176
     USRT151,072+67$7,176
SPDR SER TR (SPMD) 175,121 +3,568 $6,753
     SPMD175,121+3,568$6,753
VANGUARD INDEX FDS (VTV) 53,963 -3,019 $6,663
     VTV53,963-3,019$6,663
VANGUARD INDEX FDS (VUG) 24,925 -8,978 $5,333
     VUG24,925-8,978$5,333
INVESCO EXCH TRD SLF IDX FD 216,896 +216,896 $4,326
     BSCP216,896+216,896$4,326
INVESCO EXCH TRD SLF IDX FD 227,326 +227,326 $4,237
     BSCQ227,326+227,326$4,237
SPDR INDEX SHS FDS (SPDW) 153,803 -15,346 $3,968
     SPDW153,803-15,346$3,968
ISHARES TR (IWF) 17,184 +17,184 $3,616
     IWF17,184+17,184$3,616
ISHARES TR (SLQD) 66,260 +5,580 $3,141
     SLQD66,260+5,580$3,141
SPDR SER TR (SPSM) 82,949 +53,367 $2,825
     SPSM82,949+53,367$2,825
ISHARES TR (IWD) 18,996 +18,996 $2,583
     IWD18,996+18,996$2,583
VANGUARD SCOTTSDALE FDS (VGSH) 43,603 +3,304 $2,520
     VGSH43,603+3,304$2,520
VANGUARD INDEX FDS (VO) 13,034 +87 $2,450
     VO13,034+87$2,450
FIRST TR EXCHANGE TRADED FD (SKYY) 40,133 -626 $2,424
     SKYY40,133-626$2,424
SPDR INDEX SHS FDS (SPEM) 76,115 +1,157 $2,363
     SPEM76,115+1,157$2,363
PACER FDS TR      $2,272
     BNCHMRK INDSTR64,359-2,783$2,272
VANGUARD TAX MANAGED FDS (VEA) 57,517 -16,670 $2,091
     VEA57,517-16,670$2,091
FIRST TR EXCH TRD ALPHDX FD (FDT) 32,319 +32,319 $1,353
     FDT32,319+32,319$1,353
VANGUARD INTL EQUITY INDEX F (VWO) 33,874 +494 $1,236
     VWO33,874+494$1,236
VANGUARD INDEX FDS (VOT) 4,975 -142 $848
     VOT4,975-142$848
AUTOMATIC DATA PROCESSING IN 2,523 UNCH $571
     ADP2,523UNCH$571
ISHARES TR (REET) 26,574 +26,574 $565
     REET26,574+26,574$565
ISHARES TR (IVV) 1,548 UNCH $555
     IVV1,548UNCH$555
ISHARES TR (IVE) 3,399 UNCH $437
     IVE3,399UNCH$437
VANGUARD INDEX FDS (VOE) 3,431 -41 $418
     VOE3,431-41$418
SPDR S&P 500 ETF TR (SPY) 1,030 UNCH $368
     SPY1,030UNCH$368
VANGUARD INDEX FDS (VB) 2,129 +86 $364
     VB2,129+86$364
MICROSOFT CORP 1,432 +10 $334
     MSFT1,432+10$334
NIKE INC 3,735 -11 $310
     NKE3,735-11$310
ISHARES INC (IEMG) 7,014 -409 $301
     IEMG7,014-409$301
ISHARES TR (AOA) 4,739 -1,142 $263
     AOA4,739-1,142$263
ISHARES TR (IWR) 4,006 UNCH $249
     IWR4,006UNCH$249
VANGUARD INDEX FDS (VBK) 1,244 -39 $243
     VBK1,244-39$243
ISHARES TR (AOM) 6,473 +202 $237
     AOM6,473+202$237
VANGUARD MUN BD FDS (VTEB) 4,884 UNCH $235
     VTEB4,884UNCH$235
SPDR SER TR (SPLG) 5,575 UNCH $234
     SPLG5,575UNCH$234
J P MORGAN EXCHANGE TRADED F (JPST) 3,991 +3,991 $200
     JPST3,991+3,991$200

See Full List: All Stocks Held By TPG Financial Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By TPG Financial Advisors LLC

Size ($ in 1000's)
At 09/30/2022: $162,859
At 06/30/2022: $214,615

TPG Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from TPG Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings

TPG Financial Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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