Carrie Maerz

@Tpg Financial Advisors, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$229.858M

Total holdings62

Assets growth rate3.5%

Assets growth rate (2-Q avg)4.33%

Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Tpg Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Tpg Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 229.858M in assets, with a quarterly growth rate of 3.5% and a 2-quarter average growth rate of 4.33%. The portfolio is managed by Carrie Maerz, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
WMTWalmart Inc Recent Activity New Position	0.1%	$226,327 2,505 shares@ $90.36 avg price	New Position
AVGOBroadcom Inc Recent Activity New Position	0.09%	$202,164 872 shares@ $231.84 avg price	New Position