StockDriftsStockDriftsTop 37 Tpb Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 19.87% | 88.7K | $36K | -16.57%(-17.61K) | — | 2023-03-31 | |
| TLT | ISHARES TR | 14.35% | 247.5K | $26K | +57.34%(+90.21K) | — | 2023-03-31 | |
| IWB | ISHARES TR | 8.51% | 69.3K | $16K | -25.16%(-23.31K) | — | 2023-03-31 | |
| TIP | ISHARES TR | 5.67% | 94.4K | $10K | +70.90%(+39.15K) | — | 2023-03-31 | |
| IAU | ISHARES GOLD TR | 5.46% | 268.0K | $10K | +76.10%(+115.80K) | — | 2023-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.35% | 21.2K | $8K | -35.97%(-11.92K) | — | 2023-03-31 | |
| HYG | ISHARESTR | 3.98% | 96.6K | $7K | +5.94%(+5.42K) | — | 2023-03-31 | |
| AAPL | APPLE INC | 3.53% | 39.3K | $6K | -0.32%(-128) | — | 2023-03-31 | |
| IEFA | ISHARES | 3.32% | 91.1K | $6K | +25.36%(+18.42K) | — | 2023-03-31 | |
| RPV | INVESCO EXCHANGE TRADED FD T | 3.24% | 78.3K | $6K | -19.52%(-19.00K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Tpb Wealth Advisors reports $183.47K in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are IVV (19.9%), TLT (14.3%) and IWB (8.5%). Figures reflect the Q1 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tpb Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1719203). View Tpb Wealth Advisors’s 13F filings on SEC