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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
XOMExxon Mobil Corp
Recent Activity
Increased 0.07%
0.15%
$637,787
5,929 shares@ $107.58 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.78%
0.12%
$531,730
1,262 shares@ $421.34 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 47.26%
0.12%
$500,742
5,846 shares@ $85.66 avg price
SHYIshares Tr
Recent Activity
Increased 0.12%
0.1%
$446,520
5,447 shares@ $81.98 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.79%
0.07%
$300,952
514 shares@ $585.51 avg price
PGProcter And Gamble Co
Recent Activity
Increased 2.82%
0.07%
$294,393
1,756 shares@ $167.65 avg price
DAPPVaneck Etf Trust
Recent Activity
Increased 3.69%
0.07%
$276,278
19,226 shares@ $14.38 avg price
LLYEli Lilly & Co
Recent Activity
Increased 6.2%
0.06%
$264,796
343 shares@ $772.0 avg price