Tepp RIA, LLC
Q1 2025 13F Holdings
- Locationwestfield, NJ
- Num holdings
27
- Value ($000)
$73,632
- Date Filed04/24/2025
- Form type13F-HR
- CIK0002055925
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $18.36 M | 25 % | 32,678 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $16.21 M | 22 % | 125,727 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $10.46 M | 14 % | 22,312 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $6.06 M | 8 % | 41,536 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $5.51 M | 8 % | 19,107 | ||
IAK ISHARES TR | U.S. INSRNCE ETF | 464288786 | $3.54 M | 5 % | 25,691 | ||
IYF ISHARES TR | U.S. FINLS ETF | 464287788 | $3.54 M | 5 % | 31,351 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $1.86 M | 3 % | 31,853 | ||
AAPL APPLE INC | COM | 037833100 | $1.30 M | 2 % | 5,869 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $904.88 K | 1 % | 17,802 |
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