Fund HoldingsTKG Advisors, LLC

Total Portfolio Value
$202.83M
Total Bought
$22.63M
Total Sold
$14.25M
Net Transaction
+$8.38M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
NASDAQ INC(NDAQ)030,243+30,24302,2941.13%+2,294
INTERNATIONAL BUSINESS MACHS(IBM)6,03612,310+6,2741,3573,0611.51%+1,704
JOHNSON CTLS INTL PLC
SHS
13,42526,908+13,4831,0952,1561.06%+1,060
SPDR SER TR
ST STR BLO 1 ETF
077,570+77,57007,1153.51%+7,115
WALMART INC(WMT)011,806+11,80601,0360.51%+1,036
HARTFORD INSURANCE GROUP INC(HIG)42,01544,287+2,2724,6845,4802.70%+795
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
48,31257,426+9,1142,8963,4361.69%+540
RESMED INC(RMD)02,216+2,21604960.24%+496
SSGA ACTIVE ETF TR
ST STR UL BD ETF
011,408+11,40804640.23%+464
WASTE MGMT INC DEL(WM)10,34810,507+1592,1672,4331.20%+265
GRAINGER W W INC(GWW)0250+25002470.12%+247
BOEING CO(BA)01,200+1,20002050.10%+205
AFLAC INC(AFL)21,25521,873+6182,2302,4321.20%+202
MARSH & MCLENNAN COS INC(MRSH)10,52210,231-2912,3042,4971.23%+193
ABBVIE INC(ABBV)13,55911,812-1,7472,3092,4751.22%+166
CHEVRON CORP NEW(CVX)16,06015,829-2312,5002,6481.31%+148
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
76,50680,019+3,5133,8964,0431.99%+146
SPDR SER TR
ST STR AGGRE ETF
50,43954,627+4,1881,2631,3950.69%+132
AMERICAN ELEC PWR CO INC12,51712,270-2471,2291,3410.66%+112
ARISTA NETWORKS INC(ANET)2,5335,348+2,8153274140.20%+87
CHUBB LIMITED
COM
1,8341,801-334895440.27%+55
PROCTER AND GAMBLE CO(PG)13,53113,305-2262,2212,2671.12%+47
LINDE PLC(LIN)2,3902,344-461,0501,0910.54%+42
SPDR INDEX SHS FDS
ST PORT MARK ETF
11,09611,999+9034324720.23%+41
APPLE INC(AAPL)3,4133,494+817607760.38%+16
COSTCO WHSL CORP NEW(COST)337341+43173230.16%+6
NUCOR CORP(NUE)2,0852,142+572552580.13%+3
SPDR INDEX SHS FDS
ST STR NAT ETF
5,4935,49302902930.14%+2
INVESCO EXCH TRADED FD TR II8,5828,169-4136106100.30%0
SEMPRA(SRE)2,8283,208+3802342290.11%-5
ISHARES TR2,7972,809+123413270.16%-14
ISHARES TR
MSCI USA SZE FT
1,9371,936-13002820.14%-19
ISHARES TR
MSCI USA QLT FCT
1,6861,683-33102880.14%-23
FIRST TR EXCHANGE-TRADED ALP
MID CAP VAL FD
5,0635,072+92802560.13%-24
SPDR INDEX SHS FDS
ST STR PO EX ETF
026,989+26,98909830.48%+983
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
1,8131,829+162662400.12%-26
PALO ALTO NETWORKS INC(PANW)2,8292,951+1225315040.25%-27
WORKDAY INC(WDAY)1,2381,23803202890.14%-31
VANGUARD INDEX FDS931938+75204820.24%-38
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
3,7093,728+192982560.13%-41
JPMORGAN CHASE & CO.(JPM)8,6219,131+5102,2832,2401.10%-43
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
18,25817,685-5734634190.21%-44
FIRST TR EXCH TRADED FD III
FT VEST SMID
14,65714,264-3933292850.14%-45
TRACTOR SUPPLY CO(TSCO)9,2638,924-3395374920.24%-45
MICROCHIP TECHNOLOGY INC.(MCHP)6,1146,11403452960.15%-49
GIFTIFY INC54,0170-54,017520-52
GOLDMAN SACHS GROUP INC(GS)803835+325114560.23%-55
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
14,88113,950-9315404660.23%-74
WILLIAMS COS INC(WMB)44,57943,115-1,4642,6562,5771.27%-79
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
4,0743,859-2154713860.19%-85
ALPS ETF TR
ALERIAN MLP
84,95583,494-1,4614,4264,3372.14%-89
VANGUARD INDEX FDS76,88078,364+1,48413,62713,5376.67%-90
MICROSOFT CORP(MSFT)1,4671,457-106515470.27%-104
VANGUARD INDEX FDS4,0374,027-101,2161,1070.55%-109
SPDR SER TR
ST STR SP600 SML
29,24930,169+9201,3591,2300.61%-130
QUANTA SVCS INC1,2941,313+194633340.16%-130
BOSTON SCIENTIFIC CORP(BSX)52,01651,205-8115,3035,1662.55%-137
ALPHABET INC(GOOG)3,8884,098+2107856400.32%-145
BANK AMERICA CORP49,70951,271+1,5622,3122,1401.05%-173
AMAZON COM INC(AMZN)5,2455,418+1731,2321,0310.51%-201
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
79,23681,757+2,5214,2084,0001.97%-208
SPDR SER TR
ST STR P400MID
34,20834,237+291,9631,7520.86%-210
VANGUARD INDEX FDS7600-7602110-211
VANGUARD INDEX FDS8400-8402120-212
EOG RES INC(EOG)3,6732,105-1,5684842700.13%-214
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
260,336266,819+6,4836,7536,5323.22%-221
META PLATFORMS INC(META)1,120869-2517255010.25%-224
ISHARES TR20,16020,16002,6972,4601.21%-237
VANGUARD WORLD FD
INF TECH ETF
3800-3802430-243
ISHARES TR4,4860-4,4862440-244
JONES LANG LASALLE INC(JLL)19,93521,137+1,2025,5055,2402.58%-265
PUBLIC STORAGE OPER CO(PSA)9280-9282710-271
DANAHER CORPORATION(DHR)8,4218,676+2552,0701,7790.88%-291
VISTRA CORP(VST)1,7340-1,7343310-331
CATERPILLAR INC(CAT)5,9826,382+4002,4382,1051.04%-333
TESLA INC(TSLA)3,2573,699+4421,3249590.47%-366
DEERE & CO(DE)1,372579-7936572720.13%-385
CAPITAL ONE FINL CORP(COF)26,60527,939+1,3345,4155,0092.47%-405
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
63,86764,306+4393,9743,5281.74%-447
SPDR S&P MIDCAP 400 ETF TR(MDY)12,50413,112+6087,4716,9953.45%-476
ISHARES TR56,30659,276+2,9706,7046,1983.06%-506
ZILLOW GROUP INC(Z)67,60871,482+3,8745,4094,9012.42%-508
VERTEX PHARMACEUTICALS INC(VRTX)1,2470-1,2475480-548
SPDR S&P 500 ETF TR(SPY)28,85830,373+1,51517,54516,9918.38%-554
TRANE TECHNOLOGIES PLC(TT)13,70314,586+8835,4934,9142.42%-579
TAIWAN SEMICONDUCTOR MFG LTD(TSM)11,92912,422+4932,6472,0621.02%-585
AMERICAN EXPRESS CO(AXP)18,45419,683+1,2295,9305,2962.61%-634
VANECK ETF TRUST
SEMICONDUCTR ETF
15,52515,985+4604,0603,3801.67%-680
INVESCO QQQ TR14,57014,852+2827,7176,9653.43%-752
SPDR SER TR
ST STR PR SP1500
73,35568,385-4,9705,4364,6512.29%-785
NVIDIA CORPORATION(NVDA)42,73848,236+5,4986,0955,2282.58%-868
DELL TECHNOLOGIES INC(DELL)18,45510,383-8,0722,0999460.47%-1,153
PROLOGIS INC.(PLD)20,2999,149-11,1502,4141,0230.50%-1,391
BROADCOM INC(AVGO)26,83228,400+1,5686,5664,7552.34%-1,811
GENERAL DYNAMICS CORP(GD)7,8420-7,8422,0890-2,089
SYNCHRONY FINANCIAL(SYF)60,2660-60,2664,2570-4,257
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