13F Filings History of TPB WEALTH ADVISORS

Latest 13F report
Q1 2023 - 23 May 2023
Value $
$183,473,000
Signature - Title
Susan B Gomez - Financial Advisor
Location
San Antonio, TX
Summary
This page shows a list of all the recent 13F filings made by TPB WEALTH ADVISORS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TPB WEALTH ADVISORS reported 37 stock holdings with total value $183,473,000 as of Q1 2023. Top holdings included IVV, TLT, IWB, TIP, and IAU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2023 37 $183,473,000 +$33,577,284 -$53,812,332 -$20,235,048 IVV, TLT, IWB, TIP, IAU 13F-HR 22 May 2023, 17:31
Q4 2022 46 $194,380,000 +$66,005,104 -$92,210,201 -$26,205,097 IVV, IWB, TLT, VOO, ORLY 13F-HR 08 Feb 2023, 12:50
Q3 2022 45 $209,617,000 +$28,078,974 -$30,934,743 -$2,855,769 IVV, TLT, GSG, TIP, ORLY Restatement 18 Nov 2022, 10:42
Q2 2022 49 $221,196,000 +$14,754,300 -$17,253,240 -$2,498,940 IVV, TLT, TIP, JNK, KWEB 13F-HR 29 Jul 2022, 16:41
Q1 2022 43 $267,173,000 +$85,891,325 -$13,185,176 +$72,706,149 IVV, TLT, JNK, TIP, RPV 13F-HR 11 May 2022, 12:18
Q4 2021 49 $205,200,000 +$70,942,710 -$9,306,176 +$61,636,534 IVV, TLT, JNK, TIP, AAPL 13F-HR 14 Feb 2022, 17:47
Q3 2021 38 $137,833,000 +$7,017,304 -$21,680,390 -$14,663,086 IVV, JNK, TLT, TIP, AAPL 13F-HR 15 Nov 2021, 15:30
Q2 2021 38 $154,964,000 +$14,345,103 -$1,901,225 +$12,443,878 IVV, JNK, TIP, TLT, BLDG 13F-HR 16 Aug 2021, 15:45
Q1 2021 33 $106,395,000 +$25,088,619 -$8,338,461 +$16,750,158 IVV, TIP, TLT, VGLT, BLDG 13F-HR 19 Apr 2021, 17:22
Q4 2020 27 $100,957,000 $0 $0 $0 IVV, TIP, TLT, JNK, AAPL 13F-HR 23 Feb 2021, 17:30