Fund HoldingsTKG Advisors, LLC

Total Portfolio Value
$216.93M
Total Bought
$51.32M
Total Sold
$39.56M
Net Transaction
+$11.76M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ZILLOW GROUP INC(Z)067,608+67,60805,4092.49%+5,409
SYNCHRONY FINANCIAL(SYF)060,266+60,26604,2571.96%+4,257
VANECK ETF TRUST
SEMICONDUCTR ETF
015,525+15,52504,0601.87%+4,060
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
063,867+63,86703,9741.83%+3,974
BOSTON SCIENTIFIC CORP(BSX)26,01152,016+26,0052,1805,3032.44%+3,123
HARTFORD FINL SVCS GROUP INC(HIG)19,18142,015+22,8342,2564,6842.16%+2,428
ISHARES TR36,99956,306+19,3074,3276,7043.09%+2,377
ABBVIE INC(ABBV)013,559+13,55902,3091.06%+2,309
PROCTER AND GAMBLE CO(PG)013,531+13,53102,2211.02%+2,221
BROADCOM INC(AVGO)25,23026,832+1,6024,3526,5663.03%+2,214
SPDR S&P 500 ETF TR(SPY)27,74328,858+1,11515,91817,5458.09%+1,627
NVIDIA CORPORATION(NVDA)39,34642,738+3,3924,7786,0952.81%+1,317
TAIWAN SEMICONDUCTOR MFG LTD(TSM)8,15711,929+3,7721,4172,6471.22%+1,230
BANK AMERICA CORP28,62449,709+21,0851,1362,3121.07%+1,177
VANGUARD INDEX FDS71,74276,880+5,13812,52413,6276.28%+1,103
JOHNSON CTLS INTL PLC
SHS
013,425+13,42501,0950.50%+1,095
AMERICAN EXPRESS CO(AXP)17,89718,454+5574,8545,9302.73%+1,076
DELL TECHNOLOGIES INC(DELL)9,10018,455+9,3551,0792,0990.97%+1,020
CAPITAL ONE FINL CORP(COF)30,53626,605-3,9314,5725,4152.50%+843
SPDR S&P MIDCAP 400 ETF TR(MDY)11,65212,504+8526,6377,4713.44%+834
INVESCO QQQ TR14,25814,570+3126,9597,7173.56%+758
ALPS ETF TR
ALERIAN MLP
79,55184,955+5,4043,7494,4262.04%+677
SPDR SER TR
ST STR P400MID
25,01734,208+9,1911,3681,9630.90%+595
JONES LANG LASALLE INC(JLL)18,57719,935+1,3585,0125,5052.54%+493
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
232,992260,336+27,3446,2846,7533.11%+469
TRANE TECHNOLOGIES PLC(TT)13,01813,703+6855,0605,4932.53%+432
SPDR SER TR
ST STR SP600 SML
20,80029,249+8,4499471,3590.63%+413
SPDR SER TR
ST STR PR SP1500
71,85673,355+1,4995,0345,4362.51%+402
ALPHABET INC(GOOG)03,888+3,88807850.36%+785
VISTRA CORP(VST)01,734+1,73403310.15%+331
ARISTA NETWORKS INC(ANET)02,533+2,53303270.15%+327
COSTCO WHSL CORP NEW(COST)0337+33703170.15%+317
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
03,709+3,70902980.14%+298
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
01,813+1,81302660.12%+266
VERTEX PHARMACEUTICALS INC(VRTX)6241,247+6232905480.25%+258
NUCOR CORP(NUE)02,085+2,08502550.12%+255
SEMPRA(SRE)02,828+2,82802340.11%+234
AMAZON COM INC(AMZN)5,4445,245-1991,0141,2320.57%+217
TESLA INC(TSLA)4,2353,257-9781,1081,3240.61%+216
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
77,97179,236+1,2653,9934,2081.94%+215
VANGUARD INDEX FDS0840+84002120.10%+212
PALO ALTO NETWORKS INC(PANW)9632,829+1,8663295310.24%+202
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
68,93576,506+7,5713,7563,8961.80%+141
APPLE INC(AAPL)2,6603,413+7536207600.35%+141
ISHARES TR20,48520,160-3252,5732,6971.24%+124
WILLIAMS COS INC(WMB)55,92744,579-11,3482,5532,6561.22%+103
DEERE & CO(DE)1,3831,372-115776570.30%+80
QUANTA SVCS INC1,3411,294-474004630.21%+64
EOG RES INC(EOG)3,4613,673+2124254840.22%+59
META PLATFORMS INC(META)1,1651,120-456677250.33%+58
CHEVRON CORP NEW(CVX)16,57916,060-5192,4422,5001.15%+58
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
4,1734,074-994314710.22%+40
VANGUARD INDEX FDS920931+114855200.24%+35
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
15,12514,881-2445185400.25%+22
JPMORGAN CHASE & CO.(JPM)10,7328,621-2,1112,2632,2831.05%+20
VANGUARD WORLD FD
INF TECH ETF
38038002232430.11%+20
SPDR SER TR
ST STR AGGRE ETF
47,61850,439+2,8211,2451,2630.58%+18
ISHARES TR
MSCI USA SZE FT
1,9251,937+122863000.14%+14
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
18,26818,258-104504630.21%+13
WORKDAY INC(WDAY)1,2581,238-203073200.15%+12
FIRST TR EXCH TRADED FD III
FT VEST SMID
14,39014,657+2673173290.15%+12
VANGUARD INDEX FDS76076002012110.10%+10
TRACTOR SUPPLY CO(TSCO)1,8119,263+7,4525275370.25%+10
FIRST TR EXCHANGE-TRADED ALP
MID CAP VAL FD
4,9815,063+822712800.13%+9
SPDR INDEX SHS FDS
ST PORT MARK ETF
10,35911,096+7374284320.20%+4
ISHARES TR2,8292,797-323383410.16%+3
ISHARES TR
MSCI USA QLT FCT
1,7281,686-423103100.14%+1
INVESCO EXCH TRADED FD TR II8,6018,582-196176100.28%-7
WASTE MGMT INC DEL(WM)10,49410,348-1462,1792,1671.00%-11
ISHARES TR4,5194,486-332602440.11%-16
CHUBB LIMITED
COM
1,7781,834+565134890.23%-24
VANGUARD INDEX FDS4,3844,037-3471,2411,2160.56%-25
SPDR INDEX SHS FDS
ST STR NAT ETF
5,4935,49303172900.13%-26
GOLDMAN SACHS GROUP INC(GS)1,088803-2855395110.24%-27
CATERPILLAR INC(CAT)6,3045,982-3222,4662,4381.12%-27
INTERNATIONAL BUSINESS MACHS(IBM)6,3016,036-2651,3931,3570.63%-36
NORDIC AMERICAN TANKERS LIMI
COM
11,0000-11,000400-40
GIFTIFY INC54,01754,017099520.02%-46
MARSH & MCLENNAN COS INC(MRSH)10,55210,522-302,3542,3041.06%-50
PUBLIC STORAGE OPER CO(PSA)908928+203302710.12%-59
LINDE PLC(LIN)2,3282,390+621,1101,0500.48%-60
PELOTON INTERACTIVE INC(PTON)15,0000-15,000700-70
AMERICAN ELEC PWR CO INC12,67112,517-1541,3001,2290.57%-71
DANAHER CORPORATION(DHR)7,8748,421+5472,1892,0700.95%-119
MADISON COVERED CALL & EQUIT18,0000-18,0001280-128
PROLOGIS INC.(PLD)20,14620,299+1532,5442,4141.11%-130
AFLAC INC(AFL)21,15221,255+1032,3652,2301.03%-135
MICROCHIP TECHNOLOGY INC.(MCHP)6,1146,11404913450.16%-146
ENERGY TRANSFER L P(ET)11,0680-11,0681780-178
INVESCO EXCH TRADED FD TR II2,2460-2,2462040-204
INNOVATOR ETFS TRUST
EQUITY DEF PROTN
8,0000-8,0002200-220
ISHARES TR
MSCI INTL MOMENT
6,4930-6,4932620-262
ISHARES TR
MSCI USA MMENTM
1,3530-1,3532740-274
MICROSOFT CORP(MSFT)2,2011,467-7349476510.30%-296
GENERAL DYNAMICS CORP(GD)7,9107,842-682,3902,0890.96%-301
ISHARES TR
MSCI INTL QUALTY
7,8800-7,8803270-327
ISHARES TR6080-6083510-351
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
54,48148,312-6,1693,2622,8961.34%-365
OCCIDENTAL PETE CORP(OXY)8,2260-8,2264240-424
KLA CORP(KLAC)6130-6134750-475
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