Tfb Advisors LLC Incresed Positions in Q1 2025

Tfb Advisors LLC

  • $340 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEUR
Ishares Tr Ishares Core Msci E

ETFs
774
+ 9.55%
$53.69 - $62.68 $41.6K - $48.5K
8.88K $534K
TW
Tradeweb Markets Inc.

Financial Services
71
+ 1.49%
$123.42 - $148.46 $8.76K - $10.5K
4.84K $718K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
65
+ 0.54%
$107.24 - $116.37 $6.97K - $7.56K
12K $1.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.67K
+ 15.68%
$56.17 - $59.71 $93.6K - $99.5K
12.3K $702K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
19
+ 1.89%
$402.49 - $513.76 $7.65K - $9.76K
1.02K $495K
MO
Altria Group, Inc.

Consumer Defensive
138
+ 1.3%
$50.81 - $60.02 $7.01K - $8.28K
10.7K $643K
VEEV
Veeva Systems Inc

Healthcare
44
+ 1.24%
$210.58 - $246.8 $9.27K - $10.9K
3.59K $830K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
2.19K
+ 16.3%
$44.96 - $47.9 $98.2K - $105K
15.6K $709K
ABT
Abbott Laboratories

Healthcare
188
+ 6.23%
$111.1 - $140.22 $20.9K - $26.4K
3.21K $425K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10
+ 0.39%
$208.48 - $244.03 $2.08K - $2.44K
2.59K $631K
IEV
Ishares Tr Europe ETF

ETFs
906
+ 20.28%
$51.89 - $60.68 $47K - $55K
5.37K $312K
META
Meta Platforms, Inc.

Communication Services
220
+ 5.61%
$576.36 - $736.67 $127K - $162K
4.14K $2.39M
PG
Procter & Gamble CO

Consumer Defensive
110
+ 0.56%
$158.56 - $176.26 $17.4K - $19.4K
19.7K $3.35M
KLAC
Kla Corp

Technology
70
+ 14.31%
$636.62 - $777.63 $44.6K - $54.4K
559 $380K
IWM
Ishares Russell 2000 ETF

ETFs
1.66K
+ 13.63%
$198.1 - $229.79 $328K - $380K
13.8K $2.75M
ADT
Adt Inc.

Industrials
44
+ 0.08%
$6.87 - $8.23 $302 - $362
54.4K $442K
CVX
Chevron Corp

Energy
4
+ 0.14%
$146.71 - $167.97 $587 - $672
2.84K $475K
PPC
Pilgrims Pride Corp

Consumer Defensive
98
+ 1.54%
$44.52 - $55.93 $4.36K - $5.48K
6.46K $352K
GE
General Electric CO

Industrials
1
+ 0.05%
$168.59 - $212.13 $169 - $212
1.82K $365K
JPM
Jpmorgan Chase & CO

Financial Services
106
+ 1.69%
$225.19 - $279.95 $23.9K - $29.7K
6.39K $1.57M
EFA
Ishares Tr Msci Eafe ETF

ETFs
490
+ 15.71%
$74.85 - $84.89 $36.7K - $41.6K
3.61K $294K
MA
Mastercard Inc

Financial Services
47
+ 3.08%
$504.67 - $576.31 $23.7K - $27.1K
1.57K $861K
MCD
Mcdonalds Corp

Consumer Cyclical
45
+ 2.34%
$279.74 - $321.29 $12.6K - $14.5K
1.97K $613K
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 2.28%
$890.62 - $1076.86 $22.3K - $26.9K
1.12K $1.06M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
132
+ 1.8%
$67.08 - $76.14 $8.85K - $10.1K
7.46K $549K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1
+ 0.01%
$97.25 - $104.79 $97.3 - $105
11.9K $1.23M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
299
+ 6.61%
$67.85 - $77.32 $20.3K - $23.1K
4.82K $360K
JNJ
Johnson & Johnson

Healthcare
14
+ 0.73%
$142.06 - $167.7 $1.99K - $2.35K
1.94K $321K
UNH
Unitedhealth Group Inc

Healthcare
33
+ 2.66%
$461.52 - $548.18 $15.2K - $18.1K
1.27K $666K
BDX
Becton Dickinson & CO

Healthcare
157
+ 11.3%
$222.79 - $249.08 $35K - $39.1K
1.55K $354K
GS
Goldman Sachs Group Inc

Financial Services
105
+ 14.89%
$524.81 - $672.19 $55.1K - $70.6K
810 $442K
EOG
Eog Resources Inc

Energy
214
+ 11.46%
$120.54 - $138.05 $25.8K - $29.5K
2.08K $266K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
2.83K
+ 2.63%
$14.31 - $14.8 $40.5K - $41.9K
111K $1.6M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
595
+ 16.44%
$59.78 - $60.03 $35.6K - $35.7K
4.21K $252K
NRG
Nrg Energy, Inc.

Utilities
22
+ 0.36%
$84.82 - $113.33 $1.87K - $2.49K
6.11K $583K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 1.68%
$1739.0 - $2260.0 $3.48K - $4.52K
121 $236K
FTHI
First Trust Exchange Traded Fd

ETFs
3.77K
+ 10.88%
$21.62 - $23.74 $81.5K - $89.5K
38.4K $839K
CLOI
Vaneck ETF Tr

ETFs
609
+ 10.99%
$52.68 - $53.16 $32.1K - $32.4K
6.15K $325K
SHW
Sherwin Williams CO

Basic Materials
57
+ 4.25%
$330.16 - $365.55 $18.8K - $20.8K
1.4K $487K
MPWR
Monolithic Power Systems Inc

Technology
65
+ 13.0%
$565.7 - $720.25 $36.8K - $46.8K
565 $327K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
609
+ 11.01%
$47.41 - $48.44 $28.9K - $29.5K
6.14K $292K
CMS
Cms Energy Corp

Utilities
4
+ 0.12%
$64.99 - $75.11 $260 - $300
3.43K $257K
NFLX
Netflix Inc

Communication Services
5
+ 0.96%
$828.4 - $1058.6 $4.14K - $5.29K
525 $489K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
502
+ 3.04%
$27.01 - $28.54 $13.6K - $14.3K
17K $475K
ACGL
Arch Capital Group Ltd.

Financial Services
12
+ 0.21%
$88.13 - $96.94 $1.06K - $1.16K
5.7K $547K
NVMI
Nova Ltd.

Technology
254
+ 13.97%
$184.33 - $273.65 $46.8K - $69.5K
2.07K $381K
BMY
Bristol Myers Squibb CO

Healthcare
4
+ 0.08%
$53.9 - $63.11 $216 - $252
4.79K $292K
QCOM
Qualcomm Inc

Technology
143
+ 4.13%
$151.94 - $175.86 $21.7K - $25.1K
3.61K $553K
FVD
First Tr Value Line Divid Inde

ETFs
326
+ 4.76%
$42.61 - $45.51 $13.9K - $14.8K
7.17K $319K
Activity Summary
Buys All Purchases 190 New Holdings 21 Increased Positions 169 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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