Envestnet Asset Management
TPLC icon

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

Envestnet Asset 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
2026
Q1 		$577K Sell
12,420
-1,907
-13% -$90.6K ﹤0.01% 3840
2025
Q4 		$651K Sell
14,327
-227
-2% -$10.4K ﹤0.01% 3526
2025
Q3 		$674K Buy
14,554
+3,863
+36% +$176K ﹤0.01% 3562
2025
Q2 		$480K Sell
10,691
-1,263
-11% -$53.9K ﹤0.01% 3717
2025
Q1 		$507K Buy
11,954
+2,901
+32% +$126K ﹤0.01% 3615
2024
Q4 		$388K Buy
9,053
+442
+5% +$19.6K ﹤0.01% 3741
2024
Q3 		$379K Buy
8,611
+2,080
+32% +$87.3K ﹤0.01% 3683
2024
Q2 		$265K Buy
6,531
+39
+0.6% +$1.59K ﹤0.01% 3794
2024
Q1 		$273K Sell
6,492
-285
-4% -$11.2K ﹤0.01% 3771
2023
Q4 		$259K Sell
6,777
-2,789
-29% -$98.6K ﹤0.01% 3693
2023
Q3 		$330K Buy
9,566
+806
+9% +$29K ﹤0.01% 3480
2023
Q2 		$315K Sell
8,760
-273
-3% -$9.37K ﹤0.01% 3464
2023
Q1 		$311K Sell
9,033
-628
-7% -$21.6K ﹤0.01% 3424
2022
Q4 		$324K Buy
9,661
+570
+6% +$18.8K ﹤0.01% 3375
2022
Q3 		$274K Buy
+9,091
New +$301K ﹤0.01% 3405
2020
Q2 		– Sell
-213,036
Closed -$4.42M – 3174
2020
Q1 		$4.42M Buy
+213,036
New +$5.41M 0.01% 1056

Other funds holding TPLC

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
LPL Financial
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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return