Fund HoldingsTKG Advisors, LLC

Total Portfolio Value
$223.31M
Total Bought
$50.16M
Total Sold
$40.61M
Net Transaction
+$9.55M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
57,426155,332+97,9063,4369,3004.16%+5,863
ENTERGY CORP NEW(ETR)062,096+62,09605,1612.31%+5,161
GILEAD SCIENCES INC(GILD)046,480+46,48005,1532.31%+5,153
T-MOBILE US INC(TMUS)021,416+21,41605,1032.28%+5,103
VISA INC(V)013,892+13,89204,9322.21%+4,932
INTERNATIONAL BUSINESS MACHS(IBM)12,31026,162+13,8523,0617,7123.45%+4,651
SPDR S&P 500 ETF TR(SPY)30,37332,852+2,47916,99120,2989.09%+3,307
INVESCO QQQ TR14,85218,305+3,4536,96510,0984.52%+3,133
NVIDIA CORPORATION(NVDA)48,23647,200-1,0365,2287,4573.34%+2,229
WALMART INC(WMT)11,80625,150+13,3441,0362,4591.10%+1,423
LINDE PLC(LIN)2,3444,863+2,5191,0912,2821.02%+1,190
QUEST DIAGNOSTICS INC(DGX)06,484+6,48401,1650.52%+1,165
AMERICAN EXPRESS CO(AXP)19,68319,195-4885,2966,1232.74%+827
ISHARES TR59,27663,570+4,2946,1986,9483.11%+749
JOHNSON CTLS INTL PLC
SHS
26,90826,792-1162,1562,8301.27%+674
SPDR SERIES TRUST
ST STR PR SP1500
68,38568,886+5014,6515,1592.31%+508
TJX COS INC NEW(TJX)03,794+3,79404690.21%+469
SPDR INDEX SHS FDS
ST STR PO EX ETF
26,98935,362+8,3739831,4320.64%+449
VANGUARD INDEX FDS78,36479,048+68413,53713,9716.26%+434
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
81,75782,645+8884,0004,4241.98%+424
VANGUARD INDEX FDS9381,579+6414828970.40%+415
CATERPILLAR INC(CAT)6,3826,448+662,1052,5031.12%+398
SPDR S&P MIDCAP 400 ETF TR(MDY)13,11213,030-826,9957,3813.31%+387
JPMORGAN CHASE & CO.(JPM)9,1319,054-772,2402,6251.18%+385
BOSTON SCIENTIFIC CORP(BSX)51,20551,629+4245,1665,5452.48%+380
TRANE TECHNOLOGIES PLC(TT)14,58612,087-2,4994,9145,2872.37%+373
DELL TECHNOLOGIES INC(DELL)10,38310,749+3669461,3180.59%+371
VANGUARD WORLD FD
INF TECH ETF
0426+42602830.13%+283
SEMPRA(SRE)3,2086,645+3,4372295030.23%+275
GRAINGER W W INC(GWW)250499+2492475190.23%+272
RBB FUND TRUST
FIRS EAGL OV ETF
06,368+6,36802680.12%+268
DEERE & CO(DE)5791,057+4782725370.24%+266
ISHARES TR20,16020,16002,4602,7221.22%+263
ISHARES INC02,197+2,19702600.12%+260
EOG RES INC(EOG)2,1054,427+2,3222705300.24%+260
VANGUARD INDEX FDS0760+76002130.10%+213
CARDINAL HEALTH INC(CAH)01,234+1,23402070.09%+207
WILLIAMS COS INC(WMB)43,11544,130+1,0152,5772,7721.24%+195
VANGUARD INDEX FDS4,0274,211+1841,1071,2800.57%+173
MICROSOFT CORP(MSFT)1,4571,443-145477180.32%+171
SPDR SERIES TRUST
ST STR P400MID
34,23735,126+8891,7521,9100.86%+158
SPROTT PHYSICAL SILVER TR(PSLV)012,221+12,22101500.07%+150
HARTFORD INSURANCE GROUP INC(HIG)44,28744,348+615,4805,6262.52%+147
GOLDMAN SACHS GROUP INC(GS)835844+94565970.27%+141
QUANTA SVCS INC1,3131,252-613344730.21%+139
MICROCHIP TECHNOLOGY INC.(MCHP)6,1146,11402964300.19%+134
AMAZON COM INC(AMZN)5,4185,297-1211,0311,1620.52%+131
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
13,95015,936+1,9864665890.26%+123
META PLATFORMS INC(META)869843-265016220.28%+121
ARISTA NETWORKS INC(ANET)5,3485,194-1544145310.24%+117
TESLA INC(TSLA)3,6993,385-3149591,0750.48%+117
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
80,01984,495+4,4764,0434,1491.86%+106
PALO ALTO NETWORKS INC(PANW)2,9512,933-185046000.27%+97
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
17,68519,579+1,8944194840.22%+64
FIRST TR EXCH TRADED FD III
FT VEST SMID
14,26416,686+2,4222853420.15%+57
RESMED INC(RMD)2,2162,142-744965530.25%+57
SPDR INDEX SHS FDS
ST PORT MARK ETF
11,99912,073+744725160.23%+44
INVESCO EXCH TRADED FD TR II8,1698,963+7946106530.29%+42
FIRST TR EXCHANGE-TRADED ALP
COM SHS
1,8291,861+322402810.13%+41
ISHARES TR2,8092,831+223273640.16%+37
SPDR SERIES TRUST
ST STR AGGRE ETF
54,62755,378+7511,3951,4180.63%+23
PROCTER AND GAMBLE CO(PG)13,30514,356+1,0512,2672,2871.02%+20
ISHARES TR
MSCI USA SZE FT
1,9361,939+32823000.13%+18
ISHARES TR
MSCI USA QLT FCT
1,6831,669-142883050.14%+18
FIRST TR EXCHANGE-TRADED ALP
MID CAP VAL FD
5,0725,256+1842562720.12%+16
DANAHER CORPORATION(DHR)8,6769,085+4091,7791,7950.80%+16
NUCOR CORP(NUE)2,1422,064-782582670.12%+10
WORKDAY INC(WDAY)1,2381,23802892970.13%+8
SSGA ACTIVE ETF TR
ST STR UL BD ETF
11,40811,562+1544644700.21%+6
SPDR INDEX SHS FDS
ST STR NAT ETF
5,4935,49302932980.13%+5
COSTCO WHSL CORP NEW(COST)341331-103233280.15%+5
BOEING CO(BA)1,2001,000-2002052100.09%+5
ALPS ETF TR
ALERIAN MLP
83,49488,781+5,2874,3374,3381.94%+1
CHUBB LIMITED
COM
1,8011,849+485445360.24%-8
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
3,8593,427-4323863720.17%-14
WASTE MGMT INC DEL(WM)10,50710,442-652,4332,3891.07%-43
AFLAC INC(AFL)21,87322,274+4012,4322,3491.05%-83
ALPHABET INC(GOOG)4,0983,140-9586405570.25%-83
AMERICAN ELEC PWR CO INC12,27011,893-3771,3411,2340.55%-107
MARSH & MCLENNAN COS INC(MRSH)10,23110,695+4642,4972,3381.05%-158
CHEVRON CORP NEW(CVX)15,82917,271+1,4422,6482,4731.11%-175
ABBVIE INC(ABBV)11,81212,373+5612,4752,2971.03%-178
SPDR SERIES TRUST
ST STR SP600 SML
30,16923,178-6,9911,2309870.44%-242
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
3,7280-3,7282560-256
TRACTOR SUPPLY CO(TSCO)8,9240-8,9244920-492
TAIWAN SEMICONDUCTOR MFG LTD(TSM)12,4226,782-5,6402,0621,5360.69%-526
APPLE INC(AAPL)3,4941,111-2,3837762280.10%-548
BANK AMERICA CORP51,27125,025-26,2462,1401,1840.53%-955
NASDAQ INC(NDAQ)30,24314,761-15,4822,2941,3200.59%-974
PROLOGIS INC.(PLD)9,1490-9,1491,0230-1,023
SPDR SERIES TRUST
ST STR BLO 1 ETF
77,57064,544-13,0267,1155,9212.65%-1,195
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
266,819186,234-80,5856,5325,0532.26%-1,479
VANECK ETF TRUST
SEMICONDUCTR ETF
15,9850-15,9853,3800-3,380
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
64,3060-64,3063,5280-3,528
BROADCOM INC(AVGO)28,4000-28,4004,7550-4,755
ZILLOW GROUP INC(Z)71,4820-71,4824,9010-4,901
CAPITAL ONE FINL CORP(COF)27,9390-27,9395,0090-5,009
JONES LANG LASALLE INC(JLL)21,1370-21,1375,2400-5,240
Page 1 of 1