Avior Wealth Management’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Avior Wealth Management’s Portfolio TPLC Stock Details TPLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,022	Closed	-$172K	–	2200
2024 Q4	$172K	Buy	4,022 +10	+0.2%	+$444	0.01%	747
2024 Q3	$177K	Buy	4,012 +564	+16%	+$23.7K	0.01%	733
2024 Q2	$140K	Buy	3,448 +8	+0.2%	+$326	0.01%	768
2024 Q1	$145K	Buy	3,440 +7	+0.2%	+$276	0.01%	807
2023 Q4	$131K	Buy	3,433 +260	+8%	+$9.19K	0.01%	577
2023 Q3	$109K	Buy	3,173 +6	+0.2%	+$216	0.01%	612
2023 Q2	$114K	Buy	3,167 +9	+0.3%	+$309	0.01%	610
2023 Q1	$109K	Buy	+3,158	New	+$109K	0.01%	623

Other funds holding TPLC

CIA

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFS

Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return

HIF

Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avior Wealth Management's TPLC Position: Q1 2025 in Review

Avior Wealth Management sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q1 2025, closing a stake of 4,022 shares — an estimated $172K sold.

Avior Wealth Management first reported a position in TPLC in Q1 2023 and held it in 8 quarters. The position peaked at $177K in Q3 2024. 91 funds tracked by Wall St. Rank hold TPLC as of Q1 2025.

Avior Wealth Management reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 4,022 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2025, an estimated $172K.
Avior Wealth Management first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2023 and held it in 8 quarters.
Avior Wealth Management's Timothy Plan US Large/Mid Cap Core ETF position peaked at $177K in Q3 2024.
91 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.