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Becki Goebel

@Tcp Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$453.464MTotal holdings91
Assets growth rate4.53%Assets growth rate (2-Q avg)7.13%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Tcp Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of Tcp Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 453.464M in assets, with a quarterly growth rate of 4.53% and a 2-quarter average growth rate of 7.13%. The portfolio is managed by Becki Goebel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Decreased -0.11%
0.43%
$1.921M
3,565 shares@ $538.76 avg price
FLOTIshares Tr
Recent Activity
Decreased -92.96%
0.28%
$1.24M
24,380 shares@ $50.88 avg price
CLOIVaneck Etf Trust
Recent Activity
Decreased -5.35%
0.26%
$1.166M
22,099 shares@ $52.77 avg price
PKSTPeakstone Realty Trust
Recent Activity
Decreased -5.57%
0.24%
$1.08M
97,583 shares@ $11.08 avg price
IEFIshares Tr
Recent Activity
Decreased -1.46%
0.21%
$941,260
10,181 shares@ $92.46 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -1.25%
0.13%
$574,272
6,281 shares@ $91.44 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.18%
0.12%
$539,985
2,253 shares@ $239.68 avg price
CVXChevron Corp New
Recent Activity
Decreased -7.24%
0.12%
$500,857
3,458 shares@ $144.85 avg price
SHVIshares Tr
Recent Activity
Decreased -1.67%
0.11%
$486,136
4,415 shares@ $110.12 avg price
QTECFirst Tr Nasdaq 100 Tech Ind
Recent Activity
Decreased -11.85%
0.1%
$441,140
2,343 shares@ $188.28 avg price