Fund HoldingsTKG Advisors, LLC

Total Portfolio Value
$179.35M
Total Bought
$51.54M
Total Sold
$43.05M
Net Transaction
+$8.49M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
107,235177,087+69,8529,80016,2579.06%+6,456
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
0229,174+229,17404,1762.33%+4,176
SERVICENOW INC(NOW)05,077+5,07703,8712.16%+3,871
ALPS ETF TR
ALERIAN MLP
072,805+72,80503,4551.93%+3,455
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
063,233+63,23303,3961.89%+3,396
SELECT SECTOR SPDR TR
ST STR REAL ETF
084,708+84,70803,3491.87%+3,349
MARSH & MCLENNAN COS INC(MRSH)010,445+10,44502,1511.20%+2,151
CONSTELLATION ENERGY CORP(CEG)010,947+10,94702,0231.13%+2,023
ADVANCED MICRO DEVICES INC(AMD)010,466+10,46601,8891.05%+1,889
BROADCOM INC(AVGO)01,421+1,42101,8831.05%+1,883
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
178,418222,913+44,4954,2595,7473.20%+1,488
ISHARES INC90,542109,752+19,2104,2955,6043.12%+1,309
CELANESE CORP DEL(CE)06,338+6,33801,0890.61%+1,089
MERCK & CO INC(MRK)08,135+8,13501,0730.60%+1,073
ILLINOIS TOOL WKS INC(ITW)03,993+3,99301,0710.60%+1,071
CROWN CASTLE INC(CCI)09,606+9,60601,0170.57%+1,017
SPDR SER TR
ST STR PR SP1500
56,28766,159+9,8723,2904,2442.37%+954
SPDR S&P MIDCAP 400 ETF TR(MDY)10,54711,305+7585,3516,2903.51%+939
NIKE INC(NKE)9,32320,083+10,7601,0121,8871.05%+875
ALPHABET INC(GOOG)28,70432,237+3,5334,0454,9082.74%+863
VANGUARD INDEX FDS36,88938,716+1,8275,5156,3053.52%+790
DEERE & CO(DE)01,690+1,69006940.39%+694
KLA CORP(KLAC)0976+97606820.38%+682
PFIZER INC(PFE)51,11176,121+25,0101,4712,1121.18%+641
LAM RESEARCH CORP(LRCX)4,4654,135-3303,4974,0182.24%+521
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
018,545+18,54504540.25%+454
SPDR SER TR
ST STR P400MID
16,23922,351+6,1127911,1920.66%+401
GOLDMAN SACHS ETF TR03,922+3,92203960.22%+396
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
70,04671,386+1,3403,0203,4061.90%+386
CHEVRON CORP NEW(CVX)14,17215,787+1,6152,1142,4901.39%+376
DIGITAL RLTY TR INC(DLR)23,67424,698+1,0243,1863,5581.98%+371
OCCIDENTAL PETE CORP(OXY)05,277+5,27703430.19%+343
SPDR INDEX SHS FDS
ST STR PO EX ETF
33,81841,441+7,6231,1501,4850.83%+335
MICROSOFT CORP(MSFT)1,9632,474+5117381,0410.58%+303
ACCENTURE PLC IRELAND
SHS CLASS A
9771,809+8323436270.35%+284
PUBLIC STORAGE(PSA)1,0172,042+1,0253105920.33%+282
WILLIAMS COS INC(WMB)60,51061,311+8012,1082,3891.33%+282
APPLE INC(AAPL)3,0804,817+1,7375938260.46%+233
VANGUARD INDEX FDS0839+83902100.12%+210
ISHARES TR20,48220,483+12,1552,3621.32%+206
JPMORGAN CHASE & CO(JPM)06,094+6,09401,2210.68%+1,221
AMAZON COM INC(AMZN)7,1136,763-3501,0811,2200.68%+139
GENERAL DYNAMICS CORP(GD)7,8637,670-1932,0422,1671.21%+125
HOME DEPOT INC(HD)3,2123,221+91,1131,2360.69%+122
AUTOMATIC DATA PROCESSING IN8,8358,686-1492,0582,1691.21%+111
INVESCO QQQ TR14,29513,407-8885,8545,9533.32%+99
TRACTOR SUPPLY CO(TSCO)2,2212,201-204785760.32%+99
AFLAC INC(AFL)24,41424,536+1222,0142,1071.17%+92
SALESFORCE INC(CRM)13,71212,287-1,4253,6083,7012.06%+92
SPDR INDEX SHS FDS
ST PORT MARK ETF
7,2609,142+1,8822573310.18%+74
CHUBB LIMITED
COM
2,6632,601-626026740.38%+72
FORTINET INC(FTNT)8,5428,369-1735005720.32%+72
QUANTA SVCS INC1,6371,610-273534180.23%+65
GOLDMAN SACHS GROUP INC(GS)1,6731,643-306456860.38%+41
ISHARES TR
MSCI USA QLT FCT
1,8351,841+62703030.17%+33
SPDR SER TR
ST STR AGGRE ETF
45,23447,116+1,8821,1601,1910.66%+31
COMCAST CORP NEW(CCZ)46,66447,805+1,1412,0462,0721.16%+26
ISHARES TR3,6713,788+1172773030.17%+26
ISHARES TR
MSCI INTL VLU FT
9,3979,726+3292492750.15%+25
ISHARES TR
MSCI USA SZE FT
2,0692,091+222732970.17%+25
FIRST TR EXCHANGE-TRADED ALP
MID CAP VAL FD
5,3315,425+942722940.16%+22
EOG RES INC(EOG)4,3574,277-805275470.30%+20
ULTA BEAUTY INC(ULTA)735724-113603790.21%+18
SPDR SER TR
ST STR SP600 SML
19,09219,011-818058180.46%+13
INVESCO EXCH TRADED FD TR II8,0717,825-2465065150.29%+10
FIRST TR SML CP CORE ALPHA F
COM SHS
2,9292,976+472682770.15%+9
SPDR INDEX SHS FDS
ST STR NAT ETF
5,4935,49303113180.18%+7
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
4,9914,389-6024274340.24%+7
INNOVATOR ETFS TRUST
EQUITY DEF PROTN
8,0008,00002052100.12%+5
VERTEX PHARMACEUTICALS INC(VRTX)773759-143153170.18%+3
WASTE MGMT INC DEL(WM)11,8819,987-1,8942,1282,1291.19%+1
ISHARES TR
MSCI INTL QUALTY
5,4595,129-3302052030.11%-2
VANGUARD WORLD FD
INF TECH ETF
433395-382102070.12%-2
MICROCHIP TECHNOLOGY INC.(MCHP)6,1146,11405515480.31%-3
WORKDAY INC(WDAY)1,2381,23803423380.19%-4
VANGUARD INDEX FDS2,8932,605-2881,2631,2520.70%-11
IDEXX LABS INC(IDXX)622610-123453290.18%-16
MCDONALDS CORP(MCD)1,1641,146-183453230.18%-22
SPDR S&P 500 ETF TR(SPY)28,52125,870-2,65113,55613,5327.55%-24
PROLOGIS INC.(PLD)08,356+8,35601,0880.61%+1,088
STARBUCKS CORP(SBUX)19,50319,928+4251,8731,8211.02%-51
TESLA INC(TSLA)1,5251,413-1123792480.14%-131
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
23,10016,059-7,0416545000.28%-153
ISHARES TR8,0224,549-3,4734182470.14%-170
VANGUARD INDEX FDS5,6224,439-1,1831,3341,1540.64%-180
PROCTER AND GAMBLE CO(PG)1,4160-1,4162080-208
CONSOLIDATED EDISON INC(ED)2,3180-2,3182110-211
PPG INDS INC(PPG)1,4120-1,4122110-211
EMERSON ELEC CO(EMR)2,2240-2,2242160-216
DOW INC(DOW)3,9790-3,9792180-218
3M CO(MMM)2,1000-2,1002300-230
CISCO SYS INC(CSCO)4,8720-4,8722460-246
ABBVIE INC(ABBV)1,5920-1,5922470-247
ECOLAB INC(ECL)1,2610-1,2612500-250
VERIZON COMMUNICATIONS INC(VZ)6,6530-6,6532510-251
CARDINAL HEALTH INC(CAH)2,5700-2,5702590-259
CF INDS HLDGS INC(CF)7,4253,939-3,4865903280.18%-263
COCA COLA CO(KO)4,9000-4,9002890-289
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
18,8190-18,8194340-434
NVIDIA CORPORATION(NVDA)10,2855,135-5,1505,0934,6402.59%-454
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