Tfb Advisors LLC Purchases in Q2 2025

Tfb Advisors LLC

  • $373 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
1.91K
New
$86.13 - $108.53 $165K - $207K
1.91K $207K
MARB
First Tr Exchange Traded Fd Ii

ETFs
10.1K
New
$19.67 - $20.44 $199K - $207K
10.1K $206K
SPYG
Spdr Portfolio

ETFs
379
+ 3.39%
$71.83 - $95.32 $27.2K - $36.1K
11.6K $1.1M
BX
Blackstone Inc.

Financial Services
739
+ 8.33%
$120.07 - $151.11 $88.7K - $112K
9.62K $1.44M
HYDB
Ishares Tr Edge High Yield Def

ETFs
3.94K
+ 19.39%
$44.64 - $47.48 $176K - $187K
24.3K $1.15M
WMT
Walmart Inc.

Consumer Defensive
389
+ 2.48%
$81.79 - $99.98 $31.8K - $38.9K
16.1K $1.57M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
504
+ 11.42%
$134.25 - $172.52 $67.7K - $87K
4.92K $848K
SYF
Synchrony Financial

Financial Services
228
+ 2.02%
$43.81 - $66.74 $9.99K - $15.2K
11.5K $767K
APO
Apollo Global Management, Inc.

Financial Services
476
+ 2.36%
$108.68 - $145.07 $51.7K - $69.1K
20.7K $2.93M
GOOG
Alphabet Inc.

Communication Services
18
+ 0.24%
$146.58 - $180.01 $2.64K - $3.24K
7.48K $1.33M
KKR
Kkr & Co. Inc.

Financial Services
326
+ 5.11%
$92.79 - $134.29 $30.2K - $43.8K
6.71K $892K
ISRG
Intuitive Surgical Inc

Healthcare
124
+ 7.08%
$451.58 - $565.94 $56K - $70.2K
1.88K $1.02M
INTU
Intuit Inc

Technology
2
+ 0.23%
$544.07 - $787.63 $1.09K - $1.58K
856 $674K
KLAC
Kla Corp

Technology
26
+ 4.65%
$576.53 - $902.94 $15K - $23.5K
585 $524K
GS
Goldman Sachs Group Inc

Financial Services
16
+ 1.98%
$462.22 - $707.75 $7.4K - $11.3K
826 $584K
IEV
Ishares Tr Europe ETF

ETFs
1.74K
+ 32.33%
$51.8 - $64.59 $90K - $112K
7.11K $449K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.96K
+ 8.87%
$35.3 - $37.51 $104K - $111K
36.3K $1.36M
VO
Vanguard Mid Cap ETF

ETFs
148
+ 3.42%
$228.54 - $279.83 $33.8K - $41.4K
4.48K $1.25M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.19K
+ 13.45%
$53.75 - $67.21 $64.2K - $80.2K
10.1K $666K
SCHG
Schwab Strategic Tr Us Large C

ETFs
987
+ 4.0%
$22.27 - $29.21 $22K - $28.8K
25.7K $749K
CAT
Caterpillar Inc

Industrials
98
+ 6.49%
$273.94 - $388.21 $26.8K - $38K
1.61K $623K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
1.14K
+ 14.93%
$54.98 - $67.95 $62.8K - $77.6K
8.79K $593K
RE
Everest Re Group LTD

Financial Services
319
+ 16.16%
N/A
2.29K $850K
AVDE
American Centy ETF Tr Avantis

ETFs
989
+ 17.4%
$59.32 - $74.36 $58.7K - $73.5K
6.67K $493K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
46
+ 0.17%
$32.66 - $40.75 $1.5K - $1.87K
27.7K $1.12M
FTLS
First Tr Long/Short Equity ETF

ETFs
1.48K
+ 26.37%
$60.06 - $66.28 $89K - $98.2K
7.1K $470K
XLK
Technology Sector Spdr

ETFs
158
+ 11.03%
$179.73 - $253.23 $28.4K - $40K
1.59K $402K
RDVY
First Trust Rising Dividend Ac

ETFs
403
+ 2.06%
$51.6 - $62.74 $20.8K - $25.3K
19.9K $1.25M
SJNK
Spdr Bloomberg Short Term High

ETFs
4.06K
+ 45.82%
$24.12 - $25.48 $97.8K - $103K
12.9K $328K
ABT
Abbott Laboratories

Healthcare
692
+ 21.58%
$123.95 - $138.08 $85.8K - $95.6K
3.9K $530K
HEI
Heico Corp

Industrials
61
+ 4.8%
$236.44 - $328.0 $14.4K - $20K
1.33K $436K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.94K
+ 10.92%
$48.5 - $49.35 $94.3K - $95.9K
19.7K $972K
DHI
Horton D R Inc

Consumer Cyclical
698
+ 19.46%
$115.1 - $129.63 $80.3K - $90.5K
4.29K $552K
VEA
Vanguard Ftse Developed Market

ETFs
2
+ 0.01%
$45.65 - $57.01 $91.3 - $114
15.2K $866K
PHM
Pultegroup Inc

Consumer Cyclical
715
+ 10.92%
$92.02 - $106.54 $65.8K - $76.2K
7.26K $765K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
1.27K
+ 17.99%
$53.93 - $61.5 $68.4K - $78K
8.32K $510K
AMAT
Applied Materials Inc

Technology
139
+ 8.75%
$126.95 - $183.52 $17.6K - $25.5K
1.73K $316K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
591
+ 9.85%
$55.54 - $69.09 $32.8K - $40.8K
6.59K $455K
VEU
Vanguard Ftse All World Ex Us

ETFs
830
+ 20.88%
$54.19 - $67.22 $45K - $55.8K
4.81K $322K
BNDX
Vanguard Total International B

ETFs
1.28K
+ 5.03%
$48.77 - $49.55 $62.5K - $63.5K
26.7K $1.32M
RSP
Invesco S&P 500 Equal Weight E

ETFs
207
+ 4.1%
$152.93 - $181.74 $31.7K - $37.6K
5.25K $954K
FMF
First Trust Managed Futures St

ETFs
1.91K
+ 24.59%
$44.79 - $46.43 $85.6K - $88.7K
9.68K $437K
VZ
Verizon Communications Inc

Communication Services
2.72K
+ 14.44%
$41.67 - $45.62 $113K - $124K
21.5K $931K
FAAR
First Trust Vii Alternative Ab

ETFs
3.31K
+ 25.3%
$25.68 - $29.03 $84.9K - $95.9K
16.4K $454K
COF
Capital One Financial Corp

Financial Services
112
+ 7.28%
$150.57 - $212.76 $16.9K - $23.8K
1.65K $351K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
349
+ 4.68%
$65.84 - $80.81 $23K - $28.2K
7.81K $625K
PM
Philip Morris International Inc.

Consumer Defensive
61
+ 2.27%
$149.23 - $184.95 $9.1K - $11.3K
2.75K $501K
QCOM
Qualcomm Inc

Technology
333
+ 9.23%
$124.66 - $159.48 $41.5K - $53.1K
3.94K $627K
T
At&T Inc.

Communication Services
1.27K
+ 2.51%
$26.33 - $28.94 $33.4K - $36.8K
51.8K $1.5M
Activity Summary
Buys All Purchases 174 New Holdings 26 Increased Positions 148 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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