TKG Advisors, LLC Q1 2025 Filing

Filed April 28, 2025

Portfolio Value

$202.8B

Holdings

86

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (86 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
30,373$17.0B8.38%
2
VTVVANGUARD INDEX FDS
78,364$13.5B6.67%
3
BILSPDR SER TR
77,570$7.1B3.51%
4
MDYSPDR S&P MIDCAP 400 ETF TR
13,112$7.0B3.45%
5
NDQINVESCO QQQ TR
14,852$7.0B3.43%
6
CGXUCAPITAL GROUP INTL FOCUS EQT
266,819$6.5B3.22%
7
IJRISHARES TR
59,276$6.2B3.06%
8
HIGHARTFORD INSURANCE GROUP INC
44,287$5.5B2.70%
9
AXPAMERICAN EXPRESS CO
19,683$5.3B2.61%
10
JLLJONES LANG LASALLE INC
21,137$5.2B2.58%
11
NVDANVIDIA CORPORATION
48,236$5.2B2.58%
12
BSXBOSTON SCIENTIFIC CORP
51,205$5.2B2.55%
13
COFCAPITAL ONE FINL CORP
27,939$5.0B2.47%
14
TTTRANE TECHNOLOGIES PLC
14,586$4.9B2.42%
15
ZZILLOW GROUP INC
71,482$4.9B2.42%
16
AVGOBROADCOM INC
28,400$4.8B2.34%
17
SPTMSPDR SER TR
68,385$4.7B2.29%
18
AMLPALPS ETF TR
83,494$4.3B2.14%
19
KNGFIRST TR EXCHANGE-TRADED FD
80,019$4.0B1.99%
20
RSPNINVESCO EXCHANGE TRADED FD T
81,757$4.0B1.97%
21
FAIFIRST TR EXCHANGE TRADED FD
64,306$3.5B1.74%
22
FTSMFIRST TR EXCHANGE-TRADED FD
57,426$3.4B1.69%
23
SMHVANECK ETF TRUST
15,985$3.4B1.67%
24
IBMINTERNATIONAL BUSINESS MACHS
12,310$3.1B1.51%
25
CVXCHEVRON CORP NEW
15,829$2.6B1.31%
26
WMBWILLIAMS COS INC
43,115$2.6B1.27%
27
MRSHMARSH & MCLENNAN COS INC
10,231$2.5B1.23%
28
ABBVABBVIE INC
11,812$2.5B1.22%
29
ITOTISHARES TR
20,160$2.5B1.21%
30
WMWASTE MGMT INC DEL
10,507$2.4B1.20%
31
AFLAFLAC INC
21,873$2.4B1.20%
32
NDAQNASDAQ INC
30,243$2.3B1.13%
33
PGPROCTER AND GAMBLE CO
13,305$2.3B1.12%
34
JPMJPMORGAN CHASE & CO.
9,131$2.2B1.10%
35
JCIJOHNSON CTLS INTL PLC
26,908$2.2B1.06%
36
BACBANK AMERICA CORP
51,271$2.1B1.05%
37
CATCATERPILLAR INC
6,382$2.1B1.04%
38
TSMTAIWAN SEMICONDUCTOR MFG LTD
12,422$2.1B1.02%
39
DHRDANAHER CORPORATION
8,676$1.8B0.88%
40
SPMDSPDR SER TR
34,237$1.8B0.86%
41
SPABSPDR SER TR
54,627$1.4B0.69%
42
AEPAMERICAN ELEC PWR CO INC
12,270$1.3B0.66%
43
SPSMSPDR SER TR
30,169$1.2B0.61%
44
VTIVANGUARD INDEX FDS
4,027$1.1B0.55%
45
LINLINDE PLC
2,344$1.1B0.54%
46
WMTWALMART INC
11,806$1.0B0.51%
47
AMZNAMAZON COM INC
5,418$1.0B0.51%
48
PLDPROLOGIS INC.
9,149$1.0B0.50%
49
SPDWSPDR INDEX SHS FDS
26,989$982.7M0.48%
50
TSLATESLA INC
3,699$958.6M0.47%
51
DELLDELL TECHNOLOGIES INC
10,383$946.4M0.47%
52
AAPLAPPLE INC
3,494$776.1M0.38%
53
GOOGALPHABET INC
4,098$640.2M0.32%
54
SPLVINVESCO EXCH TRADED FD TR II
8,169$610.4M0.30%
55
MSFTMICROSOFT CORP
1,457$547.0M0.27%
56
CBCHUBB LIMITED
1,801$544.0M0.27%
57
PANWPALO ALTO NETWORKS INC
2,951$503.6M0.25%
58
METAMETA PLATFORMS INC
869$500.9M0.25%
59
RMERESMED INC
2,216$496.1M0.24%
60
TSCOTRACTOR SUPPLY CO
8,924$491.7M0.24%
61
VOOVANGUARD INDEX FDS
938$482.0M0.24%
62
SPEMSPDR INDEX SHS FDS
11,999$472.4M0.23%
63
CGUSCAPITAL GROUP CORE EQUITY ET
13,950$465.9M0.23%
64
ULSTSSGA ACTIVE ETF TR
11,408$463.8M0.23%
65
GSGOLDMAN SACHS GROUP INC
835$456.4M0.23%
66
RDVIFIRST TR EXCHANGE-TRADED FD
17,685$419.5M0.21%
67
ANETARISTA NETWORKS INC
5,348$414.4M0.20%
68
PDPINVESCO EXCHANGE TRADED FD T
3,859$385.8M0.19%
69
PWRQUANTA SVCS INC
1,313$333.9M0.16%
70
ACWIISHARES TR
2,809$326.9M0.16%
71
COSTCOSTCO WHSL CORP NEW
341$322.5M0.16%
72
MCHPMICROCHIP TECHNOLOGY INC.
6,114$296.0M0.15%
73
GNRSPDR INDEX SHS FDS
5,493$292.5M0.14%
74
WDAYWORKDAY INC
1,238$289.1M0.14%
75
QUALISHARES TR
1,683$287.7M0.14%
76
SDVDFIRST TR EXCH TRADED FD III
14,264$284.9M0.14%
77
SIZEISHARES TR
1,936$281.5M0.14%
78
DEDEERE & CO
579$271.8M0.13%
79
EOGEOG RES INC
2,105$269.9M0.13%
80
NUENUCOR CORP
2,142$257.8M0.13%
81
FYCFIRST TR EXCHANGE-TRADED ALP
3,728$256.5M0.13%
82
FNKFIRST TR EXCHANGE-TRADED ALP
5,072$255.8M0.13%
83
GWWGRAINGER W W INC
250$247.0M0.12%
84
FTCFIRST TRUST LRGCP GWT ALPHAD
1,829$240.3M0.12%
85
SRESEMPRA
3,208$228.9M0.11%
86
BABOEING CO
1,200$204.7M0.10%