Tfb Advisors LLC Purchases in Q3 2024

Tfb Advisors LLC

  • $332 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PWR
Quanta Services, Inc.

Industrials
731
New
$239.58 - $298.23 $175K - $218K
731 $217K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.49K
New
$77.23 - $87.97 $193K - $219K
2.49K $216K
BMY
Bristol Myers Squibb CO

Healthcare
4.17K
New
$39.66 - $51.75 $165K - $216K
4.17K $215K
PEG
Public Service Enterprise Group Inc

Utilities
2.4K
New
$73.58 - $89.21 $177K - $214K
2.4K $214K
COF
Capital One Financial Corp

Financial Services
1.43K
New
$131.42 - $153.05 $188K - $219K
1.43K $213K
UTHR
United Therapeutics Corp

Healthcare
376
+ 19.63%
$311.04 - $363.55 $117K - $137K
2.29K $820K
IXUS
Ishares Tr

ETFs
2.89K
New
$64.9 - $73.35 $187K - $212K
2.89K $209K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
1.6K
New
$116.88 - $129.79 $187K - $207K
1.6K $207K
IBM
International Business Machines Corp

Technology
918
New
$175.1 - $223.38 $161K - $205K
918 $202K
WMT
Walmart Inc.

Consumer Defensive
52
+ 0.35%
$66.91 - $81.4 $3.48K - $4.23K
15.1K $1.22M
NOC
Northrop Grumman Corp

Industrials
382
New
$423.73 - $533.14 $162K - $204K
382 $201K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.79K
New
$48.51 - $52.86 $184K - $200K
3.79K $200K
AVUS
American Centy ETF Tr Avantis

ETFs
1.04K
+ 5.57%
$86.27 - $95.15 $89.6K - $98.9K
19.7K $1.87M
BX
Blackstone Inc.

Financial Services
193
+ 3.51%
$120.77 - $159.66 $23.3K - $30.8K
5.69K $871K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.12K
+ 7.79%
$41.95 - $43.42 $131K - $135K
43.1K $1.87M
RSP
Invesco S&P 500 Equal Weight E

ETFs
749
+ 32.82%
$162.83 - $179.16 $122K - $134K
3.03K $543K
ORCL
Oracle Corp

Technology
11
+ 0.2%
$125.9 - $170.35 $1.38K - $1.87K
5.42K $923K
GILD
Gilead Sciences, Inc.

Healthcare
116
+ 1.25%
$66.59 - $83.99 $7.72K - $9.74K
9.4K $787K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.56K
+ 12.77%
$60.25 - $66.85 $93.9K - $104K
13.8K $909K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2K
+ 7.37%
$33.74 - $37.96 $67.6K - $76.1K
29.2K $1.1M
UNH
Unitedhealth Group Inc

Healthcare
99
+ 8.82%
$488.01 - $604.18 $48.3K - $59.8K
1.22K $713K
SPOT
Spotify Technology S.A.

Communication Services
183
+ 13.9%
$290.16 - $384.01 $53.1K - $70.3K
1.5K $552K
PTLO
Portillo'S Inc.

Consumer Cyclical
3.54K
+ 14.73%
$8.88 - $13.54 $31.5K - $48K
27.6K $372K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
757
+ 49.32%
$141.31 - $161.48 $107K - $122K
2.29K $368K
SQQQ
Proshares Tr Ultrapro Short Qq

ETFs
17.7K
New
$7.17 - $10.83 $127K - $192K
17.7K $130K
AVES
American Centy ETF Tr Avantis

ETFs
1.8K
+ 19.81%
$46.0 - $52.55 $82.8K - $94.6K
10.9K $567K
ISRG
Intuitive Surgical Inc

Healthcare
79
+ 4.82%
$416.14 - $494.01 $32.9K - $39K
1.72K $844K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.03K
+ 13.35%
$79.29 - $84.02 $81.6K - $86.5K
8.74K $731K
NOW
Service Now, Inc.

Technology
28
+ 3.34%
$730.87 - $937.36 $20.5K - $26.2K
866 $774K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
136
+ 0.49%
$57.32 - $62.65 $7.8K - $8.52K
27.9K $1.74M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
713
+ 0.75%
$28.1 - $29.89 $20K - $21.3K
96.1K $2.87M
AVLV
American Centy ETF Tr Avantis
1.05K
+ 7.2%
$60.05 - $65.83 $63.1K - $69.1K
15.6K $1.03M
MCD
Mcdonalds Corp

Consumer Cyclical
64
+ 3.56%
$245.82 - $304.51 $15.7K - $19.5K
1.86K $567K
VZ
Verizon Communications Inc

Communication Services
1.06K
+ 6.3%
$38.89 - $45.0 $41.2K - $47.7K
17.9K $802K
HD
Home Depot, Inc.

Consumer Cyclical
56
+ 4.03%
$333.64 - $405.2 $18.7K - $22.7K
1.45K $585K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
565
+ 1.85%
$50.85 - $53.88 $28.7K - $30.4K
31.2K $1.67M
AVGO
Broadcom Inc.

Technology
6.5K
+ 916.06%
$136.27 - $1745.86 $886K - $11.4M
7.21K $1.24M
JNK
Spdr Bloomberg High Yield Bond

ETFs
450
+ 2.62%
$93.65 - $97.81 $42.1K - $44K
17.6K $1.72M
TW
Tradeweb Markets Inc.

Financial Services
191
+ 4.22%
$104.25 - $123.67 $19.9K - $23.6K
4.72K $583K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.22K
+ 5.28%
$44.9 - $47.55 $54.9K - $58.1K
24.4K $1.15M
IDV
Ishares Tr

ETFs
702
+ 2.31%
$27.62 - $30.64 $19.4K - $21.5K
31.1K $940K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.62K
+ 20.79%
$46.67 - $50.52 $75.7K - $82K
9.43K $476K
RE
Everest Re Group LTD

Financial Services
265
+ 14.8%
N/A
2.06K $761K
MA
Mastercard Inc

Financial Services
35
+ 2.34%
$429.6 - $500.99 $15K - $17.5K
1.53K $756K
MPWR
Monolithic Power Systems Inc

Technology
38
+ 6.47%
$757.04 - $947.16 $28.8K - $36K
625 $578K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.61K
+ 13.79%
$47.95 - $49.61 $77.3K - $80K
13.3K $657K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
1.92K
+ 21.62%
$39.18 - $42.26 $75.1K - $81.1K
10.8K $455K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.79K
+ 2.9%
$22.38 - $23.66 $40K - $42.3K
63.5K $1.49M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
1.81K
+ 24.03%
$43.5 - $45.75 $78.8K - $82.9K
9.35K $427K
Activity Summary
Buys All Purchases 193 New Holdings 37 Increased Positions 156 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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