Tfb Advisors LLC Purchases in Q1 2025

Tfb Advisors LLC

  • $340 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.53K
+ 8.33%
$94.86 - $97.12 $145K - $149K
19.9K $1.9M
UTHR
United Therapeutics Corp

Healthcare
784
+ 34.66%
$304.42 - $380.78 $239K - $299K
3.05K $938K
ABBV
Abb Vie Inc.

Healthcare
378
+ 21.02%
$169.2 - $216.66 $64K - $81.9K
2.18K $455K
LLY
Eli Lilly & CO

Healthcare
52
+ 3.05%
$725.72 - $929.72 $37.7K - $48.3K
1.76K $1.45M
EWJ
Ishares Msci Japan ETF

ETFs
1.77K
+ 19.85%
$65.24 - $71.7 $115K - $127K
10.7K $730K
UBER
Uber Technologies, Inc

Technology
617
+ 9.52%
$63.17 - $81.49 $39K - $50.3K
7.1K $516K
FAAR
First Trust Vii Alternative Ab

ETFs
3.93K
+ 43.01%
$27.81 - $28.97 $109K - $114K
13.1K $377K
VZ
Verizon Communications Inc

Communication Services
491
+ 2.68%
$37.81 - $46.49 $18.6K - $22.8K
18.8K $853K
FTLS
First Tr Long/Short Equity ETF

ETFs
1.95K
+ 53.09%
$63.42 - $68.17 $124K - $133K
5.62K $360K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.22K
+ 14.28%
$48.31 - $49.23 $107K - $109K
17.8K $875K
QQQ
Invesco Qqq Trust, Series 1

ETFs
863
+ 12.54%
$468.34 - $539.52 $404K - $466K
7.74K $3.63M
FMF
First Trust Managed Futures St

ETFs
2.59K
+ 49.86%
$45.87 - $48.39 $119K - $125K
7.77K $358K
KO
Coca Cola CO

Consumer Defensive
617
+ 8.65%
$60.81 - $72.32 $37.5K - $44.6K
7.75K $554K
PM
Philip Morris International Inc.

Consumer Defensive
58
+ 2.2%
$117.15 - $158.79 $6.79K - $9.21K
2.69K $426K
BX
Blackstone Inc.

Financial Services
2.3K
+ 35.06%
$136.53 - $186.74 $315K - $430K
8.88K $1.24M
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
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
2.19K
+ 16.3%
$44.96 - $47.9 $98.2K - $105K
15.6K $709K
VEEV
Veeva Systems Inc

Healthcare
44
+ 1.24%
$210.58 - $246.8 $9.27K - $10.9K
3.59K $830K
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
IWR
Ishares Russell Mid Cap ETF

ETFs
2.23K
+ 6.86%
$82.81 - $92.93 $185K - $207K
34.8K $2.96M
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
PPC
Pilgrims Pride Corp

Consumer Defensive
98
+ 1.54%
$44.52 - $55.93 $4.36K - $5.48K
6.46K $352K
CVX
Chevron Corp

Energy
4
+ 0.14%
$146.71 - $167.97 $587 - $672
2.84K $475K
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
FLNC
Fluence Energy, Inc.

Utilities
10.9K
New
$4.85 - $17.66 $52.7K - $192K
10.9K $52K
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
GS
Goldman Sachs Group Inc

Financial Services
105
+ 14.89%
$524.81 - $672.19 $55.1K - $70.6K
810 $442K
BDX
Becton Dickinson & CO

Healthcare
157
+ 11.3%
$222.79 - $249.08 $35K - $39.1K
1.55K $354K
EOG
Eog Resources Inc

Energy
214
+ 11.46%
$120.54 - $138.05 $25.8K - $29.5K
2.08K $266K
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
Track This Portfolio

Track Tfb Advisors LLC Portfolio

Follow Tfb Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tfb Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tfb Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email