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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
HONHoneywell Intl Inc
Recent Activity
Decreased -13.63%
0.1%
$423,544
1,875 shares@ $225.9 avg price
IJRIshares Tr
Recent Activity
Decreased -10.7%
0.1%
$416,131
3,612 shares@ $115.21 avg price
OKEOneok Inc New
Recent Activity
Decreased -10%
0.08%
$361,440
3,600 shares@ $100.4 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -2.83%
0.08%
$354,352
5,140 shares@ $68.95 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -0.74%
0.08%
$327,855
6,622 shares@ $49.51 avg price
XMMOInvesco Exchange Traded Fd T
Recent Activity
Decreased -15.75%
0.07%
$307,713
2,491 shares@ $123.53 avg price
RUMRumble Inc
Recent Activity
Decreased -23.83%
0.07%
$281,601
21,645 shares@ $13.01 avg price
TSLATesla Inc
Recent Activity
Decreased -21.35%
0.07%
$272,188
674 shares@ $403.84 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -96.6%
0.06%
$266,614
2,993 shares@ $89.08 avg price
IWMIshares Tr
Recent Activity
Decreased -0.26%
0.06%
$245,522
1,111 shares@ $221.0 avg price