Fund HoldingsTKG Advisors, LLC

Total Portfolio Value
$241.89M
Total Bought
$36.91M
Total Sold
$46.87M
Net Transaction
-$9.96M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DOW HLDGS INC(DOW)0156,621+156,62106,5232.70%+6,523
SPDR SERIES TRUST
ST STR BLO 1 ETF
96,701132,821+36,1208,83712,1725.03%+3,335
CIENA CORP(CIEN)08,356+8,35603,2441.34%+3,244
FREEPORT MCMORAN INC(FCX)046,427+46,42702,7291.13%+2,729
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
37,54363,698+26,1553,0145,4552.26%+2,441
MEDTRONIC PLC(MDT)026,578+26,57802,3030.95%+2,303
DELL TECHNOLOGIES INC(DELL)10,72621,792+11,0661,3503,5771.48%+2,227
MICRON TECHNOLOGY INC(MU)11,54215,261+3,7193,2945,1562.13%+1,862
SPDR INDEX SHS FDS
ST STR PO EX ETF
038,280+38,28001,7480.72%+1,748
RTX CORPORATION(RTX)6,91413,911+6,9971,2682,6831.11%+1,415
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
023,003+23,00301,3750.57%+1,375
NASDAQ INC(NDAQ)15,10531,574+16,4691,4672,6801.11%+1,213
ENTERGY CORP NEW(ETR)61,75761,163-5945,7086,8722.84%+1,164
SPDR INDEX SHS FDS
ST PORT MARK ETF
015,175+15,17507120.29%+712
SSGA ACTIVE ETF TR
ST STR UL BD ETF
12,28626,415+14,1294981,0700.44%+572
SPDR SERIES TRUST
ST STR SP600 SML
21,59331,943+10,3501,0121,5440.64%+532
CHEVRON CORPORATION(CVX)17,81515,642-2,1732,7153,2361.34%+521
TRANE TECHNOLOGIES PLC(TT)12,41612,674+2584,8325,2822.18%+449
ALPS ETF TR
ALERIAN MLP
92,00290,489-1,5134,3264,7631.97%+437
SPDR INDEX SHS FDS
ST STR NAT ETF
05,493+5,49304100.17%+410
HALLIBURTON CO(HAL)09,295+9,29503620.15%+362
SPROTT FDS TR
SPROTT CRITICAL
105,880103,392-2,4883,0653,4201.41%+355
ISHARES TR64,25964,703+4447,7238,0433.33%+320
DEERE & CO(DE)7281,136+4083396400.26%+301
ISHARES TR
MSCI INTL MOMENT
05,713+5,71302740.11%+274
ISHARES TR
MSCI USA SZE FT
01,703+1,70302720.11%+272
QUEST DIAGNOSTICS INC(DGX)14,68614,359-3272,5482,8141.16%+266
VANGUARD INDEX FDS80,05179,200-85115,28915,5396.42%+250
CUMMINS INC(CMI)7701,151+3813936190.26%+226
NUCOR CORP(NUE)2,2213,448+1,2273625830.24%+221
RBB FUND TRUST
FIRS EAGL OV ETF
9,52413,131+3,6074616630.27%+202
QUANTA SVCS INC1,7721,650-1227489060.37%+158
STATE STR SPDR S&P MIDCAP 40(MDY)13,30913,235-748,0298,1633.37%+134
WASTE MGMT INC DEL(WM)11,41811,379-392,5092,6151.08%+106
PROCTER & GAMBLE CO(PG)18,19818,788+5902,6082,7141.12%+106
TAIWAN SEMICONDUCTOR MANUFAC(TSM)6,0365,602-4341,8341,8930.78%+59
INVESCO EXCH TRADED FD TR II8,8759,003+1286346580.27%+25
FIRST TR EXCHANGE-TRADED ALP
COM SHS
2,4192,428+92742900.12%+16
ISHARES TR
MSCI INTL VLU FT
7,3817,436+552812950.12%+14
ISHARES TR
MSCI USA MMENTM
9931,084+912492600.11%+12
ISHARES TR3,8503,852+22112190.09%+8
FIRST TR EXCH TRADED FD III
FT VEST SMID
24,94425,034+905355430.22%+8
TJX COS INC NEW(TJX)4,1714,052-1196416470.27%+6
MICROCHIP TECHNOLOGY INC.(MCHP)6,1146,11403903950.16%+5
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
87,51188,388+8774,3014,3051.78%+4
AFLAC INC(AFL)23,21023,366+1562,5592,5641.06%+4
ALPHABET INC(GOOG)1,9162,110+1946016050.25%+4
VANGUARD INDEX FDS792785-72042060.09%+1
CHUBB LTD SWITZ
COM
2,1022,006-966566540.27%-2
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
16,57517,273+6986676640.27%-3
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
7,7927,79202672630.11%-4
ISHARES TR3,1973,199+24524430.18%-10
VANGUARD WORLD FD
INF TECH ETF
358364+62702540.10%-16
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
22,41022,132-2785885650.23%-23
ISHARES TR408366-422792390.10%-40
VANGUARD INDEX FDS2,0712,099+281,2991,2540.52%-45
RESMED INC(RMD)2,3582,286-725685130.21%-55
ARISTA NETWORKS INC(ANET)5,0744,893-1816656010.25%-64
GOLDMAN SACHS GROUP INC(GS)864820-447596940.29%-65
HARTFORD INSURANCE GROUP INC(HIG)43,81544,119+3046,0385,9662.47%-71
VANGUARD INDEX FDS3,8133,757-561,2781,2050.50%-73
APPLE INC(AAPL)3,7013,634-671,0069220.38%-84
WILLIAMS COS INC(WMB)45,40836,278-9,1302,7292,6401.09%-89
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
189,926187,084-2,8425,6125,5172.28%-95
META PLATFORMS INC(META)939886-536205070.21%-113
AMAZON COM INC(AMZN)5,4895,504+151,2671,1460.47%-121
ISHARES TR20,16020,16002,9982,8711.19%-126
ABBVIE INC(ABBV)11,92111,916-52,7242,5921.07%-132
GOLDMAN SACHS ETF TR3,8182,324-1,4943822330.10%-149
CATERPILLAR INC(CAT)5,4494,174-1,2753,1222,9571.22%-164
MICROSOFT CORP(MSFT)1,6381,584-547925860.24%-206
WALMART INC(WMT)26,02621,390-4,6362,9002,6581.10%-241
CITIGROUP INC(C)57,60457,049-5556,7226,4702.67%-252
WORKDAY INC(WDAY)1,2380-1,2382660-266
UBER TECHNOLOGIES INC(UBER)6,8123,968-2,8445572850.12%-271
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
3,0440-3,0442780-278
FIRST TR EXCHANGE-TRADED ALP
COM SHS
1,7760-1,7762840-284
SPROTT ASSET MANAGEMENT LP(PSLV)12,3630-12,3632920-292
JPMORGAN CHASE & CO(JPM)9,2469,133-1132,9792,6871.11%-293
TESLA INC(TSLA)3,5653,502-631,6031,3020.54%-301
PALANTIR TECHNOLOGIES INC(PLTR)3,5222,156-1,3666263150.13%-311
SPDR INDEX SHS FDS
ST STR NAT ETF
5,4930-5,4933410-341
SPDR SERIES TRUST
ST STR P400MID
33,44426,249-7,1951,9371,5540.64%-382
SPDR SERIES TRUST
ST STR AGGRE ETF
59,76341,527-18,2361,5391,0640.44%-475
SPDR INDEX SHS FDS
ST PORT MARK ETF
11,1260-11,1265210-521
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
82,21971,520-10,6994,6564,1181.70%-538
PALO ALTO NETWORKS INC(PANW)3,3040-3,3046090-609
INVESCO QQQ TR17,40017,341-5910,68910,0094.14%-680
SPDR SERIES TRUST
ST STR PR SP1500
63,57157,615-5,9565,2454,5551.88%-690
STATE STR SPDR S&P 500 ETF T(SPY)32,30432,270-3422,02920,9868.68%-1,042
AMERICAN EXPRESS CO(AXP)18,11818,271+1536,7035,5272.28%-1,176
AMERICAN ELEC PWR CO INC22,72110,518-12,2032,6201,3790.57%-1,241
BANK AMERICA CORP25,8110-25,8111,4200-1,420
PACKAGING CORP AMER(PKG)12,6165,564-7,0522,6021,1810.49%-1,421
SPDR INDEX SHS FDS
ST STR PO EX ETF
33,1700-33,1701,4730-1,473
JOHNSON CONTROLS INTERNATION
SHS
26,22110,200-16,0213,1401,3360.55%-1,804
NVIDIA CORPORATION(NVDA)47,66038,953-8,7078,8896,7932.81%-2,095
UNITEDHEALTH GROUP INC(UNH)9,2510-9,2513,0540-3,054
INVESCO EXCH TRADED FD TR II103,5500-103,5504,5620-4,562
ADVANCED MICRO DEVICES INC(AMD)24,5910-24,5915,2660-5,266
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