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
BSMOInvesco Exch Trd Slf Idx Fd Recent Activity Exited	0%	$322,114 12,978 shares@ $24.83 avg price	Exited
BSMPInvesco Exch Trd Slf Idx Fd Recent Activity Exited	0%	$321,186 13,115 shares@ $24.49 avg price	Exited
BSMQInvesco Exch Trd Slf Idx Fd Recent Activity Exited	0%	$320,063 13,482 shares@ $23.75 avg price	Exited
IBMInternational Business Machs Recent Activity Exited	0%	$256,453 1,160 shares@ $221.09 avg price	Exited
UNHUnitedhealth Group Inc Recent Activity Exited	0%	$247,904 424 shares@ $584.68 avg price	Exited
TMOThermo Fisher Scientific Inc Recent Activity Exited	0%	$234,438 379 shares@ $618.57 avg price	Exited
BRK.BBerkshire Hathaway Inc Del Recent Activity Exited	0%	$206,657 449 shares@ $460.27 avg price	Exited
HCAHca Healthcare Inc Recent Activity Exited	0%	$201,996 497 shares@ $406.44 avg price	Exited