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Tepp RIA Portfolio holdings

AUM $128M
1-Year Est. Return 24.16%
This Fund
S&P 500
This Quarter Est. Return
+0.3%
1 Year Est. Return
+24.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.6M
AUM Growth
Cap. Flow
+$68.5M
Cap. Flow %
101.32%
Top 10 Hldgs %
89.13%
Holding
30
New
30
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.5%
2 Financials 0.92%
3 Healthcare 0.78%
4 Consumer Discretionary 0.72%
5 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$881B
$18.6M 27.57%
+31,647
New +$18.7M
VYM icon
2
Vanguard High Dividend Yield ETF
VYM
$80B
$14.3M 21.23%
+112,423
New +$14.7M
QQQ icon
3
Invesco QQQ Trust
QQQ
$466B
$12.3M 18.25%
+24,125
New +$12.2M
XLV icon
4
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$5.81M 8.59%
+42,210
New +$6.18M
IJH icon
5
iShares Core S&P Mid-Cap ETF
IJH
$122B
$2.17M 3.21%
+34,787
New +$2.23M
XLP icon
6
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$1.9M 2.81%
+24,172
New +$1.96M
AAPL icon
7
Apple
AAPL
$4.9T
$1.59M 2.35%
+6,338
New +$1.49M
XLU icon
8
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$1.51M 2.23%
+39,796
New +$1.58M
VEA icon
9
Vanguard FTSE Developed Markets ETF
VEA
$226B
$1.16M 1.72%
+24,344
New +$1.22M
MSFT icon
10
Microsoft
MSFT
$2.93T
$778K 1.15%
+1,846
New +$786K
GLD icon
11
SPDR Gold Trust
GLD
$130B
$759K 1.12%
+3,135
New +$770K
IWV icon
12
iShares Russell 3000 ETF
IWV
$19.6B
$573K 0.85%
+1,714
New +$577K
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$545K 0.81%
+930
New +$548K
MRK icon
14
Merck
MRK
$315B
$527K 0.78%
+5,293
New +$546K
IAK icon
15
iShares US Insurance ETF
IAK
$489M
$466K 0.69%
+3,687
New +$481K
ITA icon
16
iShares US Aerospace & Defense ETF
ITA
$13.7B
$465K 0.69%
+3,198
New +$482K
XLE icon
17
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$428K 0.63%
+9,992
New +$454K
VOO icon
18
Vanguard S&P 500 ETF
VOO
$974B
$426K 0.63%
+791
New +$428K
HSBC icon
19
HSBC
HSBC
$345B
$392K 0.58%
+7,918
New +$367K
LMT icon
20
Lockheed Martin
LMT
$117B
$358K 0.53%
+736
New +$401K
GSLC icon
21
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$333K 0.49%
+2,888
New +$336K
IEMG icon
22
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$281K 0.42%
+5,374
New +$298K
TSLA icon
23
Tesla
TSLA
$1.43T
$279K 0.41%
+691
New +$222K
PFRL icon
24
PGIM Floating Rate Income ETF
PFRL
$118M
$261K 0.39%
+5,184
New +$263K
IJR icon
25
iShares Core S&P Small-Cap ETF
IJR
$110B
$254K 0.38%
+2,204
New +$263K

Similar funds

Tepp RIA's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Tepp RIA, which disclosed 30 positions worth $67.6M. Its ten largest holdings account for 89% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 31,647 shares worth $18.6M.

By sector, the portfolio is most concentrated in Technology at 3.5% of assets, followed by Financials and Healthcare.

  • Tepp RIA's largest Q4 2024 buy was iShares Core S&P 500 ETF: 31,647 shares worth $18.6M.
  • Tepp RIA's ten largest holdings make up 89% of its $67.6M portfolio in Q4 2024.
  • Tepp RIA disclosed 30 positions in Q4 2024, its first 13F filing on record.

Based on Tepp RIA's 13F filing for Q4 2024, filed 12 Feb 2025.