Tfb Advisors LLC Purchases in Q2 2025

Tfb Advisors LLC

  • $373 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
595
+ 6.28%
$39.89 - $49.46 $23.7K - $29.4K
10.1K $498K
AXP
American Express CO

Financial Services
67
+ 7.42%
$231.39 - $318.98 $15.5K - $21.4K
970 $309K
MCD
Mcdonalds Corp

Consumer Cyclical
356
+ 18.12%
$285.55 - $321.23 $102K - $114K
2.32K $678K
PH
Parker Hannifin Corp

Industrials
11
+ 1.81%
$517.23 - $700.54 $5.69K - $7.71K
619 $432K
AFL
Aflac Inc

Financial Services
1.11K
+ 11.56%
$99.77 - $112.45 $111K - $125K
10.7K $1.13M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
253
+ 39.16%
$483.07 - $625.6 $122K - $158K
899 $471K
EFA
Ishares Tr Msci Eafe ETF

ETFs
365
+ 10.11%
$72.96 - $90.39 $26.6K - $33K
3.97K $355K
FLNC
Fluence Energy, Inc.

Utilities
5.17K
+ 47.5%
$3.61 - $6.71 $18.6K - $34.7K
16K $107K
WSM
Williams Sonoma Inc

Consumer Cyclical
288
+ 22.48%
$137.62 - $174.44 $39.6K - $50.2K
1.57K $256K
ACGL
Arch Capital Group Ltd.

Financial Services
911
+ 15.99%
$84.99 - $96.82 $77.4K - $88.2K
6.61K $601K
INGR
Ingredion Inc

Consumer Defensive
352
+ 9.97%
$123.22 - $140.95 $43.4K - $49.6K
3.88K $526K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
69
+ 1.43%
$66.99 - $83.47 $4.62K - $5.76K
4.89K $408K
TDG
Trans Digm Group Inc

Industrials
6
+ 2.12%
$1231.75 - $1520.64 $7.39K - $9.12K
289 $439K
CNX
Cnx Resources Corp

Energy
970
+ 13.54%
$28.13 - $34.85 $27.3K - $33.8K
8.14K $273K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
562
+ 8.13%
$34.72 - $42.74 $19.5K - $24K
7.48K $319K
BAC
Bank Of America Corp

Financial Services
129
+ 1.93%
$34.39 - $47.46 $4.44K - $6.12K
6.82K $322K
AVDV
American Centy ETF Tr Avantis

ETFs
56
+ 1.4%
$61.76 - $79.32 $3.46K - $4.44K
4.05K $321K
VCIT
Vanguard Intermediate Term Cor

ETFs
369
+ 3.65%
$79.56 - $82.92 $29.4K - $30.6K
10.5K $868K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
122
+ 1.02%
$107.61 - $119.09 $13.1K - $14.5K
12.1K $1.44M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.62K
+ 2.33%
$22.54 - $23.17 $36.4K - $37.4K
70.8K $1.63M
ILCB
Ishares Morningstar U.S. Equit

ETFs
9
+ 0.22%
$68.63 - $85.78 $618 - $772
4.16K $356K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
360
+ 9.75%
$85.42 - $94.39 $30.8K - $34K
4.05K $380K
HUBS
Hubspot Inc

Technology
75
+ 15.76%
$487.07 - $672.24 $36.5K - $50.4K
551 $306K
VTWO
Vanguard Russell 2000 ETF

ETFs
15
+ 0.31%
$70.56 - $87.22 $1.06K - $1.31K
4.9K $427K
JNJ
Johnson & Johnson

Healthcare
379
+ 19.53%
$146.36 - $159.82 $55.5K - $60.6K
2.32K $354K
LQD
Ishares Iboxx $ Investment Gra

ETFs
184
+ 1.56%
$105.23 - $109.61 $19.4K - $20.2K
11.9K $1.31M
CFG
Citizens Financial Group Inc

Financial Services
135
+ 2.27%
$34.27 - $44.75 $4.63K - $6.04K
6.08K $272K
WFC
Wells Fargo & Company

Financial Services
62
+ 2.15%
$60.98 - $80.12 $3.78K - $4.97K
2.95K $236K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
368
+ 1.76%
$49.73 - $51.44 $18.3K - $18.9K
21.3K $1.1M
IAU
Ishares Gold Trust

ETFs
135
+ 2.85%
$56.1 - $64.74 $7.57K - $8.74K
4.88K $304K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
520
+ 2.23%
$45.2 - $46.6 $23.5K - $24.2K
23.8K $1.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
326
+ 4.18%
$72.02 - $73.82 $23.5K - $24.1K
8.12K $597K
DOCU
Docusign, Inc.

Technology
479
+ 13.49%
$70.35 - $93.84 $33.7K - $44.9K
4.03K $313K
DE
Deere & CO

Industrials
8
+ 1.67%
$412.99 - $531.48 $3.3K - $4.25K
486 $247K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
5
+ 0.04%
$21.9 - $25.54 $110 - $128
11.3K $288K
ADT
Adt Inc.

Industrials
49
+ 0.09%
$7.54 - $8.6 $369 - $421
54.4K $461K
SCHO
Schwab Short Term Us Treasury

ETFs
668
+ 3.94%
$24.19 - $24.45 $16.2K - $16.3K
17.6K $429K
PCOR
Procore Technologies, Inc.

Technology
91
+ 2.57%
$56.26 - $72.4 $5.12K - $6.59K
3.63K $248K
BLDR
Builders First Source, Inc.

Industrials
402
+ 10.04%
$105.63 - $131.12 $42.5K - $52.7K
4.41K $514K
PEG
Public Service Enterprise Group Inc

Utilities
119
+ 4.78%
$77.13 - $84.18 $9.18K - $10K
2.61K $219K
CRM
Salesforce, Inc.

Technology
14
+ 0.66%
$236.26 - $291.15 $3.31K - $4.08K
2.13K $581K
SPTL
Spdr Portfolio Long Term Treas

ETFs
708
+ 8.23%
$25.48 - $27.78 $18K - $19.7K
9.31K $247K
FSIG
First Tr ETF Iv LTD Duration I
393
+ 1.27%
$18.77 - $19.14 $7.38K - $7.52K
31.3K $598K
SNA
Snap On Inc

Industrials
130
+ 10.76%
$292.36 - $342.2 $38K - $44.5K
1.34K $416K
SHV
Ishares Tr

ETFs
80
+ 3.15%
$110.06 - $110.46 $8.8K - $8.84K
2.62K $289K
SHW
Sherwin Williams CO

Basic Materials
48
+ 3.44%
$313.51 - $363.51 $15K - $17.4K
1.45K $496K
VNQ
Vanguard Specialized Funds Van

ETFs
184
+ 2.91%
$79.79 - $91.42 $14.7K - $16.8K
6.5K $578K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
6
+ 0.25%
$114.16 - $129.6 $685 - $778
2.37K $306K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
35
+ 0.57%
$45.58 - $48.28 $1.6K - $1.69K
6.17K $298K
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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