Fund HoldingsTKG Advisors, LLC

Total Portfolio Value
$167.63M
Total Bought
$42.05M
Total Sold
$28.18M
Net Transaction
+$13.87M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
0107,235+107,23509,8005.85%+9,800
AKAMAI TECHNOLOGIES INC(AKAM)027,417+27,41703,2451.94%+3,245
DIGITAL RLTY TR INC(DLR)023,674+23,67403,1861.90%+3,186
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
070,046+70,04603,0201.80%+3,020
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
056,945+56,94502,9431.76%+2,943
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
077,813+77,81304,6422.77%+4,642
INTEL CORP(INTC)041,218+41,21802,0711.24%+2,071
SPDR S&P 500 ETF TR(SPY)028,521+28,521013,5568.09%+13,556
DELL TECHNOLOGIES INC(DELL)38,66059,540+20,8802,6644,5552.72%+1,891
CATERPILLAR INC(CAT)08,185+8,18502,4201.44%+2,420
INVESCO QQQ TR12,96314,295+1,3324,6445,8543.49%+1,210
HOME DEPOT INC(HD)03,212+3,21201,1130.66%+1,113
NIKE INC(NKE)09,323+9,32301,0120.60%+1,012
AFLAC INC(AFL)13,85324,414+10,5611,0632,0141.20%+951
ISHARES TR50,44452,019+1,5754,7585,6313.36%+873
SALESFORCE INC(CRM)13,80713,712-952,8003,6082.15%+808
LAM RESEARCH CORP(LRCX)4,3724,465+932,7413,4972.09%+757
ADOBE INC(ADBE)6,3866,709+3233,2564,0032.39%+746
NVIDIA CORPORATION(NVDA)10,15610,285+1294,4185,0933.04%+676
SPDR S&P MIDCAP 400 ETF TR(MDY)10,25410,547+2934,6825,3513.19%+669
ISHARES INC87,19790,542+3,3453,6834,2952.56%+612
AMAZON COM INC(AMZN)3,8207,113+3,2934861,0810.64%+595
SPDR SER TR
ST STR PR SP1500
53,73856,287+2,5492,8213,2901.96%+469
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
177,249178,418+1,1693,8534,2592.54%+405
VANGUARD INDEX FDS37,11336,889-2245,1195,5153.29%+396
ALPHABET INC(GOOG)27,92228,704+7823,6824,0452.41%+364
SPDR GOLD TR(GLD)15,11415,224+1102,5912,9101.74%+319
TAIWAN SEMICONDUCTOR MFG LTD(TSM)18,99718,732-2651,6511,9481.16%+297
VANGUARD INDEX FDS2,4782,893+4159731,2630.75%+290
FIRST TR SML CP CORE ALPHA F
COM SHS
02,929+2,92902680.16%+268
GENERAL DYNAMICS CORP(GD)8,0697,863-2061,7832,0421.22%+259
WASTE MGMT INC DEL(WM)12,27611,881-3951,8712,1281.27%+257
ISHARES TR20,47920,482+31,9292,1551.29%+226
PPG INDS INC(PPG)01,412+1,41202110.13%+211
CONSOLIDATED EDISON INC(ED)02,318+2,31802110.13%+211
VANGUARD WORLD FDS
INF TECH ETF
0433+43302100.13%+210
PROCTER AND GAMBLE CO(PG)01,416+1,41602080.12%+208
INNOVATOR ETFS TR
EQUITY DEF PROTN
08,000+8,00002050.12%+205
SPDR INDEX SHS FDS
ST STR PO EX ETF
31,28333,818+2,5359701,1500.69%+180
STARBUCKS CORP(SBUX)019,503+19,50301,8731.12%+1,873
KRAFT HEINZ CO(KHC)54,13253,342-7901,8211,9731.18%+152
SPDR SER TR
ST STR SP600 SML
17,78719,092+1,3056568050.48%+149
SPDR SER TR
ST STR P400MID
15,23616,239+1,0036677910.47%+124
SPDR SER TR
ST STR AGGRE ETF
42,84845,234+2,3861,0431,1600.69%+117
GOLDMAN SACHS GROUP INC(GS)1,7061,673-335526450.38%+93
WORKDAY INC(WDAY)1,2381,23802663420.20%+76
MICROCHIP TECHNOLOGY INC.(MCHP)6,1146,11404775510.33%+74
JOHNSON & JOHNSON(JNJ)11,38011,656+2761,7721,8271.09%+54
AUTOMATIC DATA PROCESSING IN8,3598,835+4762,0112,0581.23%+47
CISCO SYS INC(CSCO)3,8004,872+1,0722042460.15%+42
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
5,0354,991-443884270.25%+39
FIRST TR EXCHANGE-TRADED ALP
MID CAP VAL FD
5,2315,331+1002332720.16%+38
ECOLAB INC(ECL)1,2591,261+22132500.15%+37
CARDINAL HEALTH INC(CAH)2,5602,570+102222590.15%+37
ACCENTURE PLC IRELAND
SHS CLASS A
999977-223073430.20%+36
ISHARES TR
MSCI USA SZE FT
2,0212,069+482372730.16%+36
ISHARES TR3,5043,671+1672422770.17%+35
ISHARES TR
MSCI USA QLT FCT
1,7891,835+462362700.16%+34
SPDR INDEX SHS FDS
ST PORT MARK ETF
6,7047,260+5562252570.15%+32
MCDONALDS CORP(MCD)1,1921,164-283143450.21%+31
COMCAST CORP NEW(CCZ)45,50246,664+1,1622,0182,0461.22%+29
MICROSOFT CORP(MSFT)2,2541,963-2917127380.44%+26
ISHARES TR8,0098,022+133924180.25%+26
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
19,40418,819-5854094340.26%+26
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
25,13023,100-2,0306316540.39%+23
ISHARES TR
MSCI INTL VLU FT
9,0179,397+3802292490.15%+20
TRACTOR SUPPLY CO(TSCO)2,2602,221-394594780.28%+19
INVESCO EXCH TRADED FD TR II8,3168,071-2454895060.30%+17
WILLIAMS COS INC(WMB)62,06160,510-1,5512,0912,1081.26%+17
CHUBB LIMITED
COM
2,8222,663-1595876020.36%+14
ABBVIE INC(ABBV)1,5961,592-42382470.15%+9
SPDR INDEX SHS FDS
ST STR NAT ETF
5,4935,49303063110.19%+5
QUANTA SVCS INC1,8651,637-2283493530.21%+4
EMERSON ELEC CO(EMR)2,2152,224+92142160.13%+3
VERTEX PHARMACEUTICALS INC(VRTX)907773-1343153150.19%-1
FORTINET INC(FTNT)8,7278,542-1855125000.30%-12
ARCHER DANIELS MIDLAND CO9,92210,158+2367487340.44%-15
3M CO(MMM)2,7002,100-6002532300.14%-23
TESLA INC(TSLA)1,6151,525-904043790.23%-25
EOG RES INC(EOG)4,3894,357-325565270.31%-29
VERIZON COMMUNICATIONS INC(VZ)8,7326,653-2,0792832510.15%-32
HUMANA INC(HUM)1,2181,208-105935530.33%-39
AIR PRODS & CHEMS INC6,6436,715+721,8831,8391.10%-44
APPLE INC(AAPL)3,7573,080-6776435930.35%-50
VANGUARD INDEX FDS6,5395,622-9171,3891,3340.80%-55
DOW INC(DOW)5,3793,979-1,4002772180.13%-59
CF INDS HLDGS INC(CF)7,6787,425-2536585900.35%-68
COCA COLA CO(KO)6,8534,900-1,9533842890.17%-95
ULTA BEAUTY INC(ULTA)1,202735-4674803600.21%-120
IDEXX LABS INC(IDXX)1,166622-5445103450.21%-165
CHEVRON CORP NEW(CVX)13,53714,172+6352,2832,1141.26%-169
PFIZER INC(PFE)50,02051,111+1,0911,6591,4710.88%-188
WALGREENS BOOTS ALLIANCE INC9,1230-9,1232030-203
ISHARES TR
MSCI INTL QUALTY
12,4375,459-6,9784182050.12%-213
PUBLIC STORAGE(PSA)2,0081,017-9915293100.18%-219
INTERNATIONAL BUSINESS MACHS(IBM)1,5900-1,5902230-223
ISHARES TR9,6560-9,6562300-230
VANGUARD INTL EQUITY INDEX F5,0850-5,0852640-264
FIRST TR NAS100 EQ WEIGHTED2,6200-2,6202720-272
GENERAC HLDGS INC(GNRC)2,5300-2,5302760-276
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