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Mariane Lee

@Tcg Advisory Services, Llc

Latest period2024 - Q3ReportedManaged Assets$2.294BTotal holdings509
Assets growth rate-13.09%Assets growth rate (2-Q avg)15.5%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tcg Advisory Services, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 509 positions.

Assets under management

The assets under management (AUM) of Tcg Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.294B in assets, with a quarterly growth rate of -13.09% and a 2-quarter average growth rate of 15.5%. The portfolio is managed by Mariane Lee, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QDTERoundhill Etf Trust
Recent Activity
New Position
0.03%
$639,644
14,990 shares@ $42.68 avg price
SDYSpdr Ser Tr
Recent Activity
New Position
0.02%
$455,659
3,208 shares@ $142.04 avg price
WDAYWorkday Inc
Recent Activity
New Position
0.02%
$380,302
1,556 shares@ $244.42 avg price
TFLOIshares Tr
Recent Activity
New Position
0.02%
$374,632
7,404 shares@ $50.6 avg price
CGGOCapital Group Gbl Growth Eqt
Recent Activity
New Position
0.02%
$362,162
12,012 shares@ $30.16 avg price
CMCSAComcast Corp New
Recent Activity
New Position
0.02%
$336,631
8,059 shares@ $41.78 avg price
CTVACorteva Inc
Recent Activity
New Position
0.02%
$334,750
5,694 shares@ $58.79 avg price
CGBLCapital Group Core Balanced
Recent Activity
New Position
0.02%
$331,802
10,686 shares@ $31.06 avg price
UTHRUnited Therapeutics Corp Del
Recent Activity
New Position
0.02%
$308,181
860 shares@ $358.35 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
New Position
0.02%
$305,842
2,708 shares@ $112.95 avg price