Fund HoldingsTKG Advisors, LLC

Total Portfolio Value
$247.94M
Total Bought
$50.22M
Total Sold
$37.66M
Net Transaction
+$12.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
096,701+96,70108,8373.56%+8,837
ADVANCED MICRO DEVICES INC(AMD)024,591+24,59105,2662.12%+5,266
SPDR SERIES TRUST
ST STR PR SP1500
063,571+63,57105,2452.12%+5,245
CITIGROUP INC(C)23,34857,604+34,2562,3706,7222.71%+4,352
SPROTT FDS TR
SPROTT CRITICAL
0105,880+105,88003,0651.24%+3,065
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
037,543+37,54303,0141.22%+3,014
PROCTER AND GAMBLE CO(PG)018,198+18,19802,6081.05%+2,608
SPDR SERIES TRUST
ST STR P400MID
033,444+33,44401,9370.78%+1,937
SPDR SERIES TRUST
ST STR AGGRE ETF
059,763+59,76301,5390.62%+1,539
PACKAGING CORP AMER(PKG)5,79612,616+6,8201,2632,6021.05%+1,339
RTX CORPORATION(RTX)06,914+6,91401,2680.51%+1,268
AMERICAN ELEC PWR CO INC12,01922,721+10,7021,3522,6201.06%+1,268
SPDR SERIES TRUST
ST STR SP600 SML
021,593+21,59301,0120.41%+1,012
SPDR S&P 500 ETF TR(SPY)32,02532,304+27921,33422,0298.88%+694
INTERNATIONAL BUSINESS MACHS(IBM)26,98027,958+9787,6138,2813.34%+669
GILEAD SCIENCES INC(GILD)45,76346,526+7635,0805,7112.30%+631
PALANTIR TECHNOLOGIES INC(PLTR)03,522+3,52206260.25%+626
UBER TECHNOLOGIES INC(UBER)06,812+6,81205570.22%+557
SSGA ACTIVE ETF TR
ST STR UL BD ETF
012,286+12,28604980.20%+498
VANGUARD INDEX FDS79,41380,051+63814,81015,2896.17%+479
AMERICAN EXPRESS CO(AXP)18,77318,118-6556,2366,7032.70%+467
CATERPILLAR INC(CAT)5,5725,449-1232,6593,1221.26%+463
CUMMINS INC(CMI)0770+77003930.16%+393
APPLE INC(AAPL)2,4193,701+1,2826161,0060.41%+390
VANGUARD INDEX FDS1,5822,071+4899691,2990.52%+330
ISHARES TR
MSCI INTL VLU FT
07,381+7,38102810.11%+281
FIRST TR EXCHANGE-TRADED ALP
COM SHS
02,419+2,41902740.11%+274
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
07,792+7,79202670.11%+267
HARTFORD INSURANCE GROUP INC(HIG)43,46343,815+3525,7986,0382.44%+240
WALMART INC(WMT)25,89026,026+1362,6682,9001.17%+231
QUANTA SVCS INC1,2961,772+4765377480.30%+211
ISHARES TR03,850+3,85002110.08%+211
ISHARES TR63,29464,259+9657,5217,7233.11%+201
NVIDIA CORPORATION(NVDA)46,66247,660+9988,7068,8893.59%+182
JOHNSON CTLS INTL PLC
SHS
26,90026,221-6792,9583,1401.27%+182
INVESCO EXCH TRADED FD TR II105,273103,550-1,7234,3804,5621.84%+182
FIRST TR EXCH TRADED FD III
FT VEST SMID
16,94724,944+7,9973665350.22%+169
NASDAQ INC(NDAQ)15,01415,105+911,3281,4670.59%+139
BANK AMERICA CORP25,42025,811+3911,3111,4200.57%+108
JPMORGAN CHASE & CO.(JPM)9,1039,246+1432,8712,9791.20%+108
SPROTT ASSET MANAGEMENT LP(PSLV)12,00712,363+3561892920.12%+104
WASTE MGMT INC DEL(WM)10,91011,418+5082,4092,5091.01%+99
ALPS ETF TR
ALERIAN MLP
90,35992,002+1,6434,2414,3261.74%+85
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
19,50522,410+2,9055045880.24%+84
CHUBB LIMITED
COM
2,0302,102+725736560.26%+83
SPDR S&P MIDCAP 400 ETF TR(MDY)13,33913,309-307,9508,0293.24%+79
ISHARES TR2,7213,197+4763764520.18%+76
INVESCO EXCH TRADED FD TR II7,6808,875+1,1955646340.26%+69
ISHARES TR318408+902132790.11%+67
TESLA INC(TSLA)3,4583,565+1071,5381,6030.65%+65
NUCOR CORP(NUE)2,2022,221+192983620.15%+64
GOLDMAN SACHS GROUP INC(GS)876864-126987590.31%+61
ISHARES TR20,16020,16002,9362,9981.21%+61
AMAZON COM INC(AMZN)5,4945,489-51,2061,2670.51%+61
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
15,58416,575+9916166670.27%+51
RBB FUND TRUST
FIRS EAGL OV ETF
8,9489,524+5764134610.19%+48
TJX COS INC NEW(TJX)4,1364,171+355986410.26%+43
SPDR INDEX SHS FDS
ST STR PO EX ETF
33,48833,170-3181,4331,4730.59%+40
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
86,69287,511+8194,2754,3011.73%+26
SPDR INDEX SHS FDS
ST STR NAT ETF
5,4935,49303253410.14%+16
ENTERGY CORP NEW(ETR)61,18061,757+5775,7015,7082.30%+7
MICROSOFT CORP(MSFT)1,5161,638+1227857920.32%+7
TAIWAN SEMICONDUCTOR MFG LTD(TSM)6,5536,036-5171,8301,8340.74%+4
META PLATFORMS INC(META)840939+996176200.25%+3
VANGUARD INDEX FDS805792-132052040.08%-0
AFLAC INC(AFL)22,91823,210+2922,5602,5591.03%-1
MICROCHIP TECHNOLOGY INC.(MCHP)6,1146,11403933900.16%-3
VANGUARD WORLD FD
INF TECH ETF
368358-102752700.11%-5
SPDR INDEX SHS FDS
ST PORT MARK ETF
11,34011,126-2145315210.21%-10
ISHARES TR
MSCI USA MMENTM
1,015993-222602490.10%-12
INVESCO EXCHANGE TRADED FD T
S&P500 EQL IND
83,25482,219-1,0354,6714,6561.88%-14
FIRST TR EXCHANGE-TRADED ALP
COM SHS
1,8651,776-893002840.11%-16
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
190,038189,926-1125,6295,6122.26%-17
ALPHABET INC(GOOG)2,5421,916-6266196010.24%-18
CHEVRON CORP NEW(CVX)17,60817,815+2072,7342,7151.10%-19
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
3,2613,044-2172992780.11%-21
WORKDAY INC(WDAY)1,2381,23802982660.11%-32
PALO ALTO NETWORKS INC(PANW)3,1883,304+1166496090.25%-41
GOLDMAN SACHS ETF TR4,2193,818-4014233820.15%-41
RESMED INC(RMD)2,2302,358+1286105680.23%-42
MICRON TECHNOLOGY INC(MU)20,03111,542-8,4893,3523,2941.33%-57
VANGUARD INDEX FDS4,1613,813-3481,3651,2780.52%-87
ARISTA NETWORKS INC(ANET)5,2855,074-2117706650.27%-105
WILLIAMS COS INC(WMB)45,60545,408-1972,8892,7291.10%-160
INVESCO QQQ TR18,09817,400-69810,86510,6894.31%-176
DELL TECHNOLOGIES INC(DELL)10,85310,726-1271,5391,3500.54%-188
ABBVIE INC(ABBV)12,63411,921-7132,9252,7241.10%-202
DEERE & CO(DE)1,203728-4755503390.14%-211
UNITEDHEALTH GROUP INC(UNH)9,4889,251-2373,2763,0541.23%-222
QUEST DIAGNOSTICS INC(DGX)14,59614,686+902,7822,5481.03%-233
ISHARES INC2,1230-2,1232550-255
TRANE TECHNOLOGIES PLC(TT)12,08612,416+3305,1004,8321.95%-268
EOG RES INC(EOG)2,4230-2,4232720-272
ISHARES TR
MSCI USA SZE FT
1,9480-1,9483130-313
SSGA ACTIVE ETF TR
ST STR UL BD ETF
12,3730-12,3735030-503
COSTCO WHSL CORP NEW(COST)6450-6455970-597
SEMPRA(SRE)7,1340-7,1346420-642
SPDR SERIES TRUST
ST STR SP600 SML
21,9030-21,9031,0150-1,015
SPDR SERIES TRUST
ST STR AGGRE ETF
59,6630-59,6631,5420-1,542
DANAHER CORPORATION(DHR)9,3510-9,3511,8540-1,854
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