Tfb Advisors LLC Incresed Positions in Q4 2024

Tfb Advisors LLC

  • $345 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
187
+ 2.12%
$61.52 - $66.5 $11.5K - $12.4K
9.02K $575K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
291
+ 6.75%
$113.92 - $127.38 $33.2K - $37.1K
4.6K $530K
PNC
Pnc Financial Services Group, Inc.

Financial Services
58
+ 3.33%
$178.39 - $215.0 $10.3K - $12.5K
1.8K $346K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.4K
+ 3.24%
$42.33 - $43.3 $59.1K - $60.4K
44.5K $1.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
397
+ 7.16%
$54.54 - $61.04 $21.7K - $24.2K
5.94K $330K
VIG
Vanguard Dividend Appreciation

ETFs
107
+ 0.43%
N/A
25.3K $4.6M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
516
+ 10.29%
$47.68 - $48.67 $24.6K - $25.1K
5.53K $263K
MUB
Ishares National Muni Bond ETF

ETFs
386
+ 3.5%
$105.78 - $108.7 $40.8K - $42K
11.4K $1.22M
VEEV
Veeva Systems Inc

Healthcare
84
+ 2.43%
$201.81 - $250.45 $17K - $21K
3.54K $744K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
769
+ 7.96%
$24.13 - $24.45 $18.6K - $18.8K
10.4K $252K
TJX
Tjx Companies Inc

Consumer Cyclical
51
+ 1.59%
$112.15 - $127.2 $5.72K - $6.49K
3.26K $393K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
2.05K
+ 14.92%
$58.46 - $65.6 $120K - $135K
15.8K $925K
PWR
Quanta Services, Inc.

Industrials
9
+ 1.23%
$296.05 - $346.6 $2.66K - $3.12K
740 $233K
FDX
Fedex Corp

Industrials
26
+ 2.83%
$260.5 - $305.15 $6.77K - $7.93K
945 $265K
STLD
Steel Dynamics Inc

Basic Materials
137
+ 3.48%
N/A
4.07K $399K
VNQ
Vanguard Specialized Funds Van

ETFs
693
+ 11.65%
$87.85 - $98.6 $60.9K - $68.3K
6.64K $591K
PM
Philip Morris International Inc.

Consumer Defensive
115
+ 4.57%
$118.38 - $133.06 $13.6K - $15.3K
2.63K $316K
ILCB
Ishares Morningstar U.S. Equit

ETFs
3
+ 0.07%
$78.43 - $84.56 $235 - $254
4.19K $339K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
10
+ 1.17%
$278.19 - $315.36 $2.78K - $3.15K
868 $249K
FTGC
First Trust Global Tactical CO

ETFs
27
+ 0.19%
$23.23 - $24.25 $627 - $655
14.4K $344K
ABT
Abbott Laboratories

Healthcare
49
+ 1.65%
$111.93 - $119.39 $5.48K - $5.85K
3.02K $341K
CVX
Chevron Corp

Energy
66
+ 2.38%
$141.15 - $162.53 $9.32K - $10.7K
2.84K $411K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
778
+ 4.43%
$45.07 - $47.1 $35.1K - $36.6K
18.3K $828K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
14
+ 0.56%
$84.34 - $95.14 $1.18K - $1.33K
2.51K $218K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
404
+ 1.99%
$24.55 - $25.16 $9.92K - $10.2K
20.7K $509K
Neuberger Berman ETF Trust
1.07K
+ 5.26%
N/A
21.4K $0
J P Morgan Exchange Traded F
904
+ 4.87%
N/A
19.5K $0
Linde PLC
14
+ 1.53%
N/A
932 $0
FJAN
First Exc Trd Viii Cboe Vest U
4.19K
+ 54.02%
N/A
12K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
3.7K
+ 47.99%
N/A
11.4K $0
SJNK
Spdr Bloomberg Short Term High

ETFs
114
+ 1.34%
$25.09 - $25.69 $2.86K - $2.93K
8.59K $216K
EWC
Ishares Msci Canada ETF

ETFs
221
+ 1.92%
$39.64 - $43.28 $8.76K - $9.56K
11.7K $472K
PEG
Public Service Enterprise Group Inc

Utilities
65
+ 2.71%
$81.87 - $94.51 $5.32K - $6.14K
2.47K $208K
IAK
Ishares Tr

ETFs
17
+ 0.51%
$123.78 - $138.16 $2.1K - $2.35K
3.36K $425K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
496
+ 7.67%
$58.88 - $64.8 $29.2K - $32.1K
6.96K $410K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
333
+ 2.75%
$3.8 - $4.57 $1.27K - $1.52K
12.4K $47K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
72
+ 0.49%
$51.54 - $52.55 $3.71K - $3.78K
14.9K $770K
DFAX
Dimensional ETF Tr
1.62K
+ 6.92%
$24.76 - $27.04 $40K - $43.7K
25K $621K
SCHO
Schwab Short Term Us Treasury

ETFs
8.73K
+ 98.54%
$24.06 - $48.88 $210K - $427K
17.6K $423K
MCD
Mcdonalds Corp

Consumer Cyclical
57
+ 3.06%
$288.47 - $316.54 $16.4K - $18K
1.92K $556K
VBR
Vanguard Small Cap Value ETF

ETFs
316
+ 1.11%
$197.36 - $217.3 $62.4K - $68.7K
28.8K $5.71M
GE
General Electric CO

Industrials
149
+ 8.9%
$159.95 - $194.23 $23.8K - $28.9K
1.82K $304K
KMB
Kimberly Clark Corp

Consumer Defensive
47
+ 2.38%
$130.37 - $146.09 $6.13K - $6.87K
2.02K $264K
EFA
Ishares Tr Msci Eafe ETF

ETFs
108
+ 3.59%
$75.1 - $82.99 $8.11K - $8.96K
3.12K $235K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
51
+ 2.02%
$209.89 - $233.24 $10.7K - $11.9K
2.58K $547K
COP
Conocophillips

Energy
10
+ 0.34%
$95.12 - $114.72 $951 - $1.15K
2.92K $289K
PFE
Pfizer Inc

Healthcare
655
+ 4.32%
$24.8 - $30.19 $16.2K - $19.8K
15.8K $419K
IWN
Ishares Russell2000 Val ETF

ETFs
37
+ 0.35%
$162.69 - $181.35 $6.02K - $6.71K
10.5K $1.73M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.84K
+ 8.2%
$64.18 - $70.42 $118K - $130K
24.3K $1.57M
Activity Summary
Buys All Purchases 206 New Holdings 28 Increased Positions 178 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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