Fund HoldingsTKG Advisors, LLC

Total Portfolio Value
$202.66M
Total Bought
$49.85M
Total Sold
$33.48M
Net Transaction
+$16.36M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
JONES LANG LASALLE INC(JLL)018,577+18,57705,0122.47%+5,012
CIRRUS LOGIC INC(CRUS)035,314+35,31404,3862.16%+4,386
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
020,140+20,14003,6081.78%+3,608
VANGUARD INDEX FDS59,42571,742+12,3179,53212,5246.18%+2,992
AMERICAN EXPRESS CO(AXP)8,33717,897+9,5601,9304,8542.39%+2,923
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
12,97454,481+41,5077733,2621.61%+2,489
HARTFORD FINL SVCS GROUP INC(HIG)019,181+19,18102,2561.11%+2,256
RTX CORPORATION(RTX)018,255+18,25502,2121.09%+2,212
DANAHER CORPORATION(DHR)07,874+7,87402,1891.08%+2,189
BOSTON SCIENTIFIC CORP(BSX)026,011+26,01102,1801.08%+2,180
COLGATE PALMOLIVE CO(CL)020,768+20,76802,1561.06%+2,156
SPDR SER TR
ST STR BLO 1 ETF
0159,187+159,187014,6157.21%+14,615
CATERPILLAR INC(CAT)3,5376,304+2,7671,1782,4661.22%+1,288
JPMORGAN CHASE & CO.(JPM)5,45210,732+5,2801,1032,2631.12%+1,160
BANK AMERICA CORP028,624+28,62401,1360.56%+1,136
LINDE PLC(LIN)02,328+2,32801,1100.55%+1,110
SPDR S&P 500 ETF TR(SPY)27,35827,743+38514,88915,9187.85%+1,029
TRANE TECHNOLOGIES PLC(TT)12,55413,018+4644,1295,0602.50%+931
ISHARES TR33,97436,999+3,0253,6244,3272.14%+704
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
74,07377,971+3,8983,3643,9931.97%+629
SPDR S&P MIDCAP 400 ETF TR(MDY)11,31511,652+3376,0556,6373.28%+583
CAPITAL ONE FINL CORP(COF)28,89530,536+1,6414,0014,5722.26%+572
BROADCOM INC(AVGO)2,36325,230+22,8673,7944,3522.15%+558
ISHARES INC119,796121,021+1,2255,8496,3213.12%+472
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
66,40068,935+2,5353,3553,7561.85%+401
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
228,810232,992+4,1825,8856,2843.10%+399
ISHARES TR0608+60803510.17%+351
INVESCO QQQ TR13,81014,258+4486,6176,9593.43%+342
SPDR SER TR
ST STR PR SP1500
71,25971,856+5974,7285,0342.48%+306
INTERNATIONAL BUSINESS MACHS(IBM)6,3546,301-531,0991,3930.69%+294
PROLOGIS INC.(PLD)20,13820,146+82,2622,5441.26%+282
LENNAR CORP(LEN)1,6162,747+1,1312425150.25%+273
ISHARES TR
MSCI INTL MOMENT
06,493+6,49302620.13%+262
INVESCO EXCH TRADED FD TR II02,246+2,24602040.10%+204
HOME DEPOT INC(HD)3,1963,210+141,1001,3010.64%+201
AMERICAN ELEC PWR CO INC12,69812,671-271,1141,3000.64%+186
MARSH & MCLENNAN COS INC(MRSH)10,29610,552+2562,1702,3541.16%+184
ENERGY TRANSFER L P(ET)011,068+11,06801780.09%+178
DELL TECHNOLOGIES INC(DELL)6,6439,100+2,4579161,0790.53%+163
SPDR INDEX SHS FDS
ST STR PO EX ETF
45,99047,197+1,2071,6131,7730.87%+159
ADOBE INC(ADBE)578917+3393214750.23%+154
AFLAC INC(AFL)24,88021,152-3,7282,2222,3651.17%+143
NVIDIA CORPORATION(NVDA)37,53939,346+1,8074,6384,7782.36%+141
ISHARES TR20,48420,485+12,4332,5731.27%+140
GENERAL DYNAMICS CORP(GD)7,8037,910+1072,2642,3901.18%+126
SPDR SER TR
ST STR P400MID
24,37625,017+6411,2511,3680.67%+117
INVESCO EXCH TRADED FD TR II7,7228,601+8795026170.30%+115
ALPS ETF TR
ALERIAN MLP
75,84579,551+3,7063,6393,7491.85%+110
RDE INC054,017+54,0170990.05%+99
SPDR SER TR
ST STR SP600 SML
20,53320,800+2678539470.47%+94
FIRST TR EXCH TRADED FD III
FT VEST SMID
11,36114,390+3,0292363170.16%+81
SPDR SER TR
ST STR AGGRE ETF
46,59247,618+1,0261,1691,2450.61%+76
WASTE MGMT INC DEL(WM)9,91810,494+5762,1162,1791.07%+63
PUBLIC STORAGE OPER CO(PSA)940908-322703300.16%+60
META PLATFORMS INC(META)1,2041,165-396076670.33%+60
VANGUARD INDEX FDS4,4394,384-551,1871,2410.61%+54
QUANTA SVCS INC1,3761,341-353504000.20%+50
DEERE & CO(DE)1,4141,383-315285770.28%+49
APPLE INC(AAPL)2,7172,660-575726200.31%+48
CHUBB LIMITED
COM
1,8271,778-494665130.25%+47
SPDR INDEX SHS FDS
ST PORT MARK ETF
10,15110,359+2083824280.21%+45
TRACTOR SUPPLY CO(TSCO)1,7941,811+174845270.26%+43
WILLIAMS COS INC(WMB)59,22155,927-3,2942,5172,5531.26%+36
GOLDMAN SACHS GROUP INC(GS)1,1191,088-315065390.27%+32
WORKDAY INC(WDAY)1,2381,258+202773070.15%+31
ISHARES TR2,7942,829+353143380.17%+24
ISHARES TR
MSCI USA SZE FT
1,9221,925+32642860.14%+22
FIRST TR EXCHANGE-TRADED ALP
MID CAP VAL FD
4,9214,981+602512710.13%+20
PELOTON INTERACTIVE INC(PTON)15,00015,000051700.03%+20
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
18,51318,268-2454334500.22%+17
CHEVRON CORP NEW(CVX)15,51716,579+1,0622,4272,4421.20%+14
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
15,67915,125-5545065180.26%+13
ISHARES TR4,7344,519-2152512600.13%+9
SPDR INDEX SHS FDS
ST STR NAT ETF
5,5155,493-223083170.16%+9
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
4,3164,173-1434224310.21%+9
ISHARES TR
MSCI INTL QUALTY
8,2087,880-3283213270.16%+6
INNOVATOR ETFS TRUST
EQUITY DEF PROTN
8,0008,00002142200.11%+5
ISHARES TR
MSCI USA QLT FCT
1,7871,728-593053100.15%+5
VANGUARD INDEX FDS839760-792032010.10%-3
NORDIC AMERICAN TANKERS LIMI
COM
11,00011,000044400.02%-3
VANGUARD WORLD FD
INF TECH ETF
395380-152282230.11%-5
PALO ALTO NETWORKS INC(PANW)986963-233343290.16%-5
MADISON COVERED CALL & EQUIT18,00018,00001371280.06%-9
VERTEX PHARMACEUTICALS INC(VRTX)640624-163002900.14%-10
EOG RES INC(EOG)3,5403,461-794464250.21%-20
KLA CORP(KLAC)627613-145174750.23%-42
MICROSOFT CORP(MSFT)2,2332,201-329989470.47%-51
TAIWAN SEMICONDUCTOR MFG LTD(TSM)8,5108,157-3531,4791,4170.70%-63
MICROCHIP TECHNOLOGY INC.(MCHP)6,1146,11405594910.24%-69
MERCK & CO INC(MRK)16,64917,247+5982,0611,9590.97%-103
OCCIDENTAL PETE CORP(OXY)8,4478,226-2215324240.21%-108
ISHARES TR
MSCI USA MMENTM
2,1571,353-8044202740.14%-146
AMAZON COM INC(AMZN)6,1145,444-6701,1821,0140.50%-167
ISHARES TR
MSCI INTL VLU FT
8,8860-8,8862440-244
IDEXX LABS INC(IDXX)5090-5092480-248
TESLA INC(TSLA)7,0354,235-2,8001,3921,1080.55%-284
MCDONALDS CORP(MCD)1,1590-1,1592950-295
STEEL DYNAMICS INC(STLD)4,1290-4,1295350-535
AUTOMATIC DATA PROCESSING IN8,6764,530-4,1462,0711,2530.62%-817
VANGUARD INDEX FDS2,618920-1,6981,3094850.24%-824
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