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TCG Advisory Services

Latest statistics and disclosures from TCG Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VTI, AVLV, AVEM, MSFT, and represent 28.52% of TCG Advisory Services's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$9.1M), MSFT (+$9.1M), UNH (+$7.2M), NVDA (+$6.2M), USFR (+$6.0M), TSLA (+$5.2M), DHI, LLY, AMZN, RYLD.
Started 29 new stock positions in ZTS, LQD, DUK, WYNN, AB, SMH, RUM, RIVN, INTC, KLAC.
Reduced shares in these 10 stocks: AVGO (-$8.1M), PG, META, IWM, SH, PSQ, AMD, TXT, BAC.PL, AGNC.
Sold out of its positions in BP, BAC.PL, CRF, DOW, GPC, PHDG, GSY, PCEF, NEAR, Magellan Midstream Partners. NEE.PR, SH, PSQ, SPMD, SCHD, XLI, TXT, VWO, VNQ, WFC.PL.
TCG Advisory Services was a net buyer of stock by $79M.
TCG Advisory Services has $663M in assets under management (AUM), dropping by 9.99%.
Central Index Key (CIK): 0001841815

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Portfolio Holdings for TCG Advisory Services

TCG Advisory Services holds 252 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Call Option (AAPL)	8.3	$55M	+19%	323k	171.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.5	$50M	+5%	233k	212.41	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	6.9	$46M	+6%	866k	52.68	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.3	$22M	+8%	412k	52.79	View chart
Microsoft Corporation (MSFT)	2.5	$17M	+117%	53k	315.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.5	$17M	+19%	313k	53.56	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.4	$16M	+6%	289k	55.65	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.9	$13M		284k	44.67	View chart
Tesla Motors Call Option (TSLA)	1.8	$12M	+78%	48k	250.22	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.8	$12M	+102%	236k	50.32	View chart
Amazon (AMZN)	1.7	$11M	+66%	88k	127.12	View chart
NVIDIA Corporation (NVDA)	1.6	$11M	+131%	25k	435.00	View chart
UnitedHealth Call Option (UNH)	1.6	$10M	+222%	21k	504.19	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.6	$10M		100k	104.34	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.5	$10M		109k	91.35	View chart
McDonald's Corporation (MCD)	1.4	$9.3M	+9%	35k	263.44	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$9.1M	+3%	69k	131.79	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.4	$9.1M	+5%	358k	25.36	View chart
Exxon Mobil Corporation (XOM)	1.4	$9.0M	+21%	77k	117.58	View chart
Accel Entertainment Com Cl A1 (ACEL)	1.3	$8.5M		773k	10.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$7.7M	+15%	59k	130.86	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$7.7M	+6%	99k	77.95	View chart
Johnson & Johnson (JNJ)	1.2	$7.7M	+40%	49k	155.75	View chart
Visa Com Cl A (V)	1.0	$6.5M	+6%	28k	230.01	View chart
Eli Lilly & Co. (LLY)	1.0	$6.4M	+244%	12k	537.18	View chart
Abbvie (ABBV)	1.0	$6.3M	+12%	42k	149.06	View chart
Chevron Corporation (CVX)	0.9	$6.1M	+6%	36k	168.62	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.9	$5.8M		299k	19.36	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.9	$5.7M	-5%	275k	20.67	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.9	$5.7M		303k	18.73	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.8	$5.6M	-3%	280k	20.11	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.8	$5.5M	-2%	293k	18.79	View chart
Broadcom (AVGO)	0.8	$5.2M	-60%	6.3k	830.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$5.1M	+55%	15k	350.30	View chart
Wal-Mart Stores (WMT)	0.8	$5.0M	+14%	31k	159.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$4.8M	-6%	11k	427.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$4.8M	-2%	13k	358.28	View chart
D.R. Horton (DHI)	0.7	$4.6M	NEW	43k	107.47	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.6	$4.3M	+45%	86k	50.18	View chart
Merck & Co (MRK)	0.6	$4.2M	+19%	41k	102.95	View chart
JPMorgan Chase & Co. Call Option (JPM)	0.6	$4.2M	+14%	29k	145.02	View chart
Ishares Tr Core Total Usd (IUSB)	0.6	$4.1M	+6%	95k	43.72	View chart
Global X Fds Russell 2000 (RYLD)	0.6	$4.1M	+347%	241k	17.06	View chart
Home Depot (HD)	0.6	$4.1M	+144%	14k	302.17	View chart
Pioneer Natural Resources (PXD)	0.6	$3.9M	+4%	17k	229.54	View chart
EOG Resources (EOG)	0.6	$3.8M		30k	126.76	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.6	$3.8M	+145%	226k	16.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$3.8M	+7%	9.6k	392.72	View chart
Costco Wholesale Corporation (COST)	0.6	$3.8M	+6%	6.6k	564.92	View chart
Coca-Cola Company (KO)	0.6	$3.7M	+12%	66k	55.98	View chart
Meta Platforms Cl A (META)	0.5	$3.5M	-41%	12k	300.21	View chart
Philip Morris International (PM)	0.5	$3.2M	+11%	35k	92.58	View chart
Morgan Stanley Com New (MS)	0.5	$3.2M	+12%	39k	81.67	View chart
Global X Fds S&p 500 Covered (XYLD)	0.5	$3.1M	+574%	80k	38.89	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.5	$3.1M	-6%	89k	34.64	View chart
Honeywell International (HON)	0.5	$3.0M	+8%	17k	184.74	View chart
Charles Schwab Corporation Call Option (SCHW)	0.5	$3.0M	+11%	55k	54.90	View chart
Lockheed Martin Corporation (LMT)	0.5	$3.0M	+19%	7.3k	408.97	View chart
Prologis (PLD)	0.4	$2.9M	+8%	26k	112.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$2.8M		18k	155.38	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.4	$2.8M		126k	22.37	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.7M	+4%	26k	102.54	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$2.7M	-3%	29k	93.18	View chart
Astrazeneca Sponsored Adr (AZN)	0.4	$2.6M	+12%	39k	67.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$2.6M		35k	75.15	View chart
Nextera Energy (NEE)	0.4	$2.6M	+11%	45k	57.29	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$2.6M	+81%	55k	46.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$2.6M		53k	48.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.4M	+143%	18k	131.85	View chart
Agnc Invt Corp Com reit (AGNC)	0.4	$2.3M	-19%	249k	9.44	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.3	$2.3M	+5%	52k	44.63	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$2.2M	-6%	51k	44.40	View chart
Draftkings Com Cl A (DKNG)	0.3	$2.2M	-5%	75k	29.44	View chart
Abbott Laboratories (ABT)	0.3	$1.8M	+12%	19k	96.85	View chart
Pepsi (PEP)	0.3	$1.8M	+2%	11k	169.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.8M	-56%	10k	176.74	View chart
ConocoPhillips (COP)	0.3	$1.8M	+11%	15k	119.80	View chart
Qualcomm (QCOM)	0.3	$1.7M	+53%	15k	111.06	View chart
Skywater Technology (SKYT)	0.2	$1.4M	+69%	237k	6.02	View chart
Lululemon Athletica Call Option (LULU)	0.2	$1.4M	+185%	3.7k	385.61	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.2	$1.3M	-4%	57k	22.48	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	0.2	$1.2M	-4%	55k	22.48	View chart
Phillips 66 (PSX)	0.2	$1.2M	-14%	9.8k	120.16	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.2	$1.1M	+5%	138k	8.23	View chart
Procter & Gamble Company (PG)	0.2	$1.1M	-80%	7.8k	145.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$1.1M	+25%	14k	75.98	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$1.1M	NEW	6.6k	163.92	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$1.1M		10k	102.86	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.2	$1.0M		45k	22.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$987k		3.7k	265.99	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$980k		15k	66.66	View chart
Mastercard Incorporated Cl A (MA)	0.1	$958k	+14%	2.4k	395.93	View chart
salesforce (CRM)	0.1	$928k	+14%	4.6k	202.78	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.1	$923k	+3%	43k	21.41	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$896k	+9%	30k	30.15	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	0.1	$893k	+13%	38k	23.50	View chart
Ishares Tr Self Drivng Ev (IDRV)	0.1	$885k		24k	37.19	View chart
Walt Disney Company (DIS)	0.1	$880k	+2%	11k	81.05	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$871k	+16%	35k	24.72	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$852k	-2%	35k	24.29	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$843k	+60%	49k	17.28	View chart
Etf Ser Solutions Defiance Next (FIVG)	0.1	$824k		26k	31.26	View chart
Consolidated Edison (ED)	0.1	$777k		9.1k	85.53	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$772k	NEW	52k	14.95	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$766k		13k	57.60	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$751k		10k	73.26	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$699k	-13%	9.2k	75.91	View chart
Altria (MO)	0.1	$690k		16k	42.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$683k	-35%	7.2k	94.19	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$679k		26k	26.20	View chart
CVS Caremark Corporation (CVS)	0.1	$675k	+38%	9.7k	69.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$658k	-20%	1.5k	429.43	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$651k	-5%	45k	14.62	View chart
Devon Energy Corporation (DVN)	0.1	$646k	+14%	14k	47.70	View chart
Pimco Income Strategy Fund II (PFN)	0.1	$645k	+8%	98k	6.59	View chart
Netflix (NFLX)	0.1	$644k	+7%	1.7k	377.60	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$626k		12k	50.45	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$613k	+4%	7.1k	86.74	View chart
Iron Mountain (IRM)	0.1	$601k	+21%	10k	59.45	View chart
Vaneck Etf Trust Semiconductr Etf Call Option (SMH)	0.1	$597k	NEW	4.1k	144.98	View chart
SYSCO Corporation (SYY)	0.1	$595k		9.0k	66.05	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$570k	+4%	28k	20.59	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$564k	+6%	4.1k	137.91	View chart
International Business Machines (IBM)	0.1	$556k	+31%	4.0k	140.31	View chart
Advanced Micro Devices (AMD)	0.1	$555k	-75%	5.4k	102.82	View chart
Pfizer Call Option (PFE)	0.1	$550k	+76%	17k	33.17	View chart
Etf Managers Tr Prime Mobile Pay (IPAY)	0.1	$548k	-8%	14k	39.10	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$545k	-43%	8.6k	63.64	View chart
Oneok (OKE)	0.1	$544k	NEW	8.6k	63.43	View chart
Boeing Company (BA)	0.1	$541k	+11%	2.8k	191.69	View chart
Diamondback Energy (FANG)	0.1	$530k	+20%	3.4k	154.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$524k	-35%	12k	43.72	View chart
Verizon Communications (VZ)	0.1	$522k	+13%	16k	32.41	View chart
Ares Capital Corporation (ARCC)	0.1	$504k	+8%	26k	19.47	View chart
Listed Fd Tr Roundhill Video (NERD)	0.1	$499k	+3%	36k	13.89	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$493k	-7%	9.4k	52.49	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.1	$481k	+6%	23k	21.41	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$479k	+20%	5.3k	90.39	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$475k		6.7k	71.33	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$474k		6.8k	69.40	View chart
Oracle Corporation (ORCL)	0.1	$468k	+24%	4.4k	105.92	View chart
Occidental Petroleum Corporation (OXY)	0.1	$461k	+11%	7.1k	64.88	View chart
Cisco Systems (CSCO)	0.1	$457k	+6%	8.5k	53.76	View chart
Enterprise Products Partners (EPD)	0.1	$451k	+63%	17k	27.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$449k		4.8k	94.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$445k		4.7k	94.34	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.1	$440k		22k	19.88	View chart
Invesco Exchng Trad Slf Inde Bulletshs 2030 (BSJU)	0.1	$440k		18k	23.99	View chart
Bank of America Corporation (BAC)	0.1	$437k	+21%	16k	27.38	View chart
Ishares Tr Genomics Immun (IDNA)	0.1	$436k	-3%	21k	20.35	View chart
Marathon Oil Corporation (MRO)	0.1	$435k		16k	26.75	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$422k		1.3k	334.93	View chart
At&t (T)	0.1	$414k		28k	15.02	View chart
Dominion Resources (D)	0.1	$405k	+18%	9.1k	44.67	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$404k	-5%	973.00	414.71	View chart
Ishares Tr Mortge Rel Etf (REM)	0.1	$403k		18k	22.34	View chart
Valero Energy Corporation (VLO)	0.1	$403k	-17%	2.8k	141.71	View chart
Airbnb Com Cl A (ABNB)	0.1	$403k	-2%	2.9k	137.21	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$402k	-2%	8.4k	47.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$399k		5.8k	68.92	View chart
Starbucks Corporation (SBUX)	0.1	$399k	+25%	4.4k	91.27	View chart
Caterpillar (CAT)	0.1	$391k	+15%	1.4k	273.08	View chart
Intuitive Surgical Com New (ISRG)	0.1	$387k	NEW	1.3k	292.29	View chart
Adobe Systems Incorporated (ADBE)	0.1	$387k	+40%	758.00	509.90	View chart
Gilead Sciences (GILD)	0.1	$379k	-2%	5.1k	74.94	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$378k	-8%	14k	27.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$375k		5.8k	64.35	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$369k	+36%	7.3k	50.44	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$363k		1.9k	194.77	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$360k	-6%	3.3k	107.64	View chart
Tyson Foods Cl A (TSN)	0.1	$358k	-4%	7.1k	50.49	View chart
Marathon Petroleum Corp (MPC)	0.1	$358k	+6%	2.4k	151.32	View chart
American Electric Power Company (AEP)	0.1	$353k		4.7k	75.22	View chart
Global X Fds Lithium Btry Etf (LIT)	0.1	$347k	NEW	6.3k	55.17	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$343k		3.8k	90.72	View chart
Union Pacific Corporation (UNP)	0.1	$338k	+5%	1.7k	203.65	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$335k	+59%	9.6k	34.71	View chart
Wynn Resorts (WYNN)	0.1	$334k	NEW	3.6k	92.41	View chart
Lowe's Companies (LOW)	0.0	$329k	+47%	1.6k	207.83	View chart
Bristol Myers Squibb (BMY)	0.0	$328k	+15%	5.7k	58.04	View chart
Intel Corporation (INTC)	0.0	$316k	NEW	8.9k	35.55	View chart
Novo-nordisk A S Adr (NVO)	0.0	$311k	NEW	3.4k	90.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$308k		4.2k	72.73	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$308k	-3%	1.9k	159.47	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.0	$308k	+6%	5.5k	55.97	View chart
Colgate-Palmolive Company (CL)	0.0	$307k	+6%	4.3k	71.11	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$301k		1.9k	160.99	View chart
American Tower Reit (AMT)	0.0	$299k	+53%	1.8k	164.43	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$299k	NEW	2.9k	102.03	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$297k		3.9k	75.84	View chart
Southern Company (SO)	0.0	$295k		4.6k	64.71	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$293k	+8%	8.7k	33.61	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$289k	-3%	1.2k	249.37	View chart
Apa Corporation (APA)	0.0	$284k		6.9k	41.10	View chart
Danaher Corporation (DHR)	0.0	$281k	+26%	1.1k	248.03	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$278k		1.8k	151.82	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$277k		32k	8.63	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$271k	-36%	2.0k	135.53	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$270k	NEW	3.7k	72.39	View chart
Kraft Heinz (KHC)	0.0	$269k	-3%	8.0k	33.64	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$265k	NEW	3.0k	86.91	View chart
Shell Spon Ads (SHEL)	0.0	$264k	+15%	4.1k	64.38	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$263k		6.4k	40.96	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$263k	+28%	17k	15.32	View chart
Paychex (PAYX)	0.0	$262k		2.3k	115.33	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$260k		5.0k	51.99	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.0	$253k	NEW	9.7k	26.15	View chart
Crossfirst Bankshares (CFB)	0.0	$252k		25k	10.09	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$251k		4.7k	53.52	View chart
Applied Materials (AMAT)	0.0	$250k	+9%	1.8k	138.45	View chart
Raytheon Technologies Corp Call Option (RTX)	0.0	$249k	+17%	3.5k	72.02	View chart
Zoetis Cl A (ZTS)	0.0	$247k	NEW	1.4k	173.94	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$247k	NEW	8.0k	31.01	View chart
Bunge (BG)	0.0	$246k	-5%	2.3k	108.25	View chart
Xcel Energy (XEL)	0.0	$245k		4.3k	57.21	View chart
Putnam Master Inter Income T Sh Ben Int (PIM)	0.0	$238k		79k	3.02	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$237k	-36%	1.1k	208.27	View chart
Travelers Companies (TRV)	0.0	$236k	NEW	1.4k	163.29	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$232k	NEW	7.7k	30.35	View chart
Duke Energy Corp Com New (DUK)	0.0	$230k	NEW	2.6k	88.27	View chart
Dorchester Minerals Com Unit (DMLP)	0.0	$226k	-33%	7.8k	29.05	View chart
Eaton Corp SHS (ETN)	0.0	$224k	-15%	1.1k	213.25	View chart
Southwest Airlines (LUV)	0.0	$223k	NEW	8.2k	27.07	View chart
Realty Income (O)	0.0	$222k		4.4k	49.94	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.0	$221k		5.0k	44.30	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$221k		35k	6.33	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$220k		1.9k	113.16	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$219k		9.7k	22.52	View chart
Paypal Holdings (PYPL)	0.0	$218k	-10%	3.7k	58.45	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$215k	NEW	366.00	588.66	View chart
Direxion Shs Etf Tr Daily Sm Cp Bear (TZA)	0.0	$215k	-8%	6.9k	30.98	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$215k		4.9k	43.78	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$214k		5.2k	41.26	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$211k	NEW	900.00	234.91	View chart
Thermo Fisher Scientific (TMO)	0.0	$211k	+6%	417.00	505.76	View chart
Kla Corp Com New (KLAC)	0.0	$211k	NEW	460.00	458.21	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$209k	NEW	768.00	272.15	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$206k	NEW	8.5k	24.28	View chart
Oge Energy Corp (OGE)	0.0	$204k	NEW	6.1k	33.33	View chart
Chipotle Mexican Grill (CMG)	0.0	$203k		111.00	1831.83	View chart
Fs Kkr Capital Corp (FSK)	0.0	$201k		10k	19.69	View chart
Kinder Morgan (KMI)	0.0	$192k	NEW	12k	16.58	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$154k	-14%	31k	5.05	View chart
Arbor Realty Trust (ABR)	0.0	$152k	-3%	10k	15.18	View chart
Vaneck Etf Trust Mortgage Reit (MORT)	0.0	$140k		12k	11.37	View chart
Ford Motor Company (F)	0.0	$134k	-7%	11k	12.42	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.0	$116k		12k	9.68	View chart
Key (KEY)	0.0	$114k	-4%	11k	10.76	View chart
Gabelli Equity Trust (GAB)	0.0	$89k		17k	5.13	View chart
Lucid Group (LCID)	0.0	$57k	NEW	10k	5.59	View chart
Rumble Com Cl A Call Option (RUM)	0.0	$51k	NEW	10k	5.10	View chart
Genprex (GNPX)	0.0	$13k	+40%	32k	0.39	View chart

Past Filings by TCG Advisory Services

SEC 13F filings are viewable for TCG Advisory Services going back to 2020

TCG Advisory Services 2023 Q3 filed Nov. 14, 2023
TCG Advisory Services 2023 Q2 filed Aug. 14, 2023
TCG Advisory Services 2023 Q1 filed April 24, 2023
TCG Advisory Services 2022 Q4 filed Feb. 10, 2023
TCG Advisory Services 2022 Q3 filed Nov. 14, 2022
TCG Advisory Services 2022 Q2 filed Aug. 12, 2022
TCG Advisory Services 2022 Q1 filed May 13, 2022
TCG Advisory Services 2021 Q4 filed Feb. 11, 2022
TCG Advisory Services 2021 Q3 filed Nov. 12, 2021
TCG Advisory Services 2021 Q2 filed Aug. 13, 2021
TCG Advisory Services 2021 Q1 filed May 14, 2021
TCG Advisory Services 2020 Q4 filed Feb. 12, 2021

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