Tfb Advisors LLC Purchases in Q4 2024

Tfb Advisors LLC

  • $345 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
4.61K
+ 40.74%
$40.18 - $41.59 $185K - $192K
15.9K $657K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
4.16K
+ 40.37%
$44.57 - $46.43 $185K - $193K
14.5K $661K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
3.98K
+ 41.58%
$46.18 - $48.09 $184K - $191K
13.5K $642K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
4.06K
+ 43.42%
$45.35 - $47.21 $184K - $192K
13.4K $623K
VB
Vanguard Small Cap ETF

ETFs
690
+ 7.12%
$233.76 - $261.58 $161K - $180K
10.4K $2.49M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
3.67K
+ 38.9%
$50.07 - $52.35 $184K - $192K
13.1K $672K
V
Visa Inc.

Financial Services
5
+ 0.11%
$273.87 - $320.91 $1.37K - $1.6K
4.74K $1.5M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
3.99K
+ 54.51%
$47.07 - $48.75 $188K - $195K
11.3K $541K
YLD
Principal Exchange Traded Fds

ETFs
10.2K
New
$19.17 - $19.61 $195K - $200K
10.2K $195K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
3.82K
+ 52.16%
$47.71 - $49.76 $182K - $190K
11.1K $545K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
4.11K
+ 38.05%
$41.96 - $43.69 $172K - $179K
14.9K $644K
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.14%
$205.18 - $250.29 $1.85K - $2.25K
6.28K $1.51M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.27K
+ 6.68%
$160.89 - $176.18 $364K - $399K
36.2K $5.85M
RSP
Invesco S&P 500 Equal Weight E

ETFs
982
+ 32.4%
$174.22 - $187.62 $171K - $184K
4.01K $703K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.22K
+ 3.35%
$29.73 - $30.81 $95.7K - $99.2K
99.3K $3.03M
WMT
Walmart Inc.

Consumer Defensive
91
+ 0.6%
$79.1 - $95.7 $7.2K - $8.71K
15.2K $1.37M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.3K
+ 58.72%
$131.66 - $144.0 $171K - $187K
3.5K $462K
VBK
Vanguard Small Cap Growth ETF

ETFs
74
+ 0.74%
$264.18 - $304.19 $19.5K - $22.5K
10.1K $2.82M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
7.63K
+ 12.02%
$22.39 - $23.45 $171K - $179K
71.1K $1.63M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.2K
+ 25.17%
$80.13 - $83.77 $176K - $184K
10.9K $877K
SPOT
Spotify Technology S.A.

Communication Services
59
+ 3.93%
$362.95 - $502.38 $21.4K - $29.6K
1.56K $697K
KKR
Kkr & Co. Inc.

Financial Services
222
+ 3.79%
$129.87 - $162.87 $28.8K - $36.2K
6.08K $898K
CRM
Salesforce, Inc.

Technology
38
+ 1.91%
$270.87 - $367.87 $10.3K - $14K
2.02K $676K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.08K
+ 12.94%
$126.68 - $134.74 $137K - $145K
9.42K $1.2M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
757
+ 33.03%
$159.11 - $178.39 $120K - $135K
3.05K $501K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.53K
+ 31.15%
$57.53 - $60.83 $145K - $154K
10.6K $611K
DIS
Walt Disney CO

Communication Services
488
+ 10.36%
$92.39 - $117.6 $45.1K - $57.4K
5.2K $578K
IWM
Ishares Russell 2000 ETF

ETFs
525
+ 4.52%
$216.13 - $242.4 $113K - $127K
12.1K $2.68M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.67K
+ 57.15%
$74.5 - $78.37 $124K - $131K
4.6K $343K
META
Meta Platforms, Inc.

Communication Services
77
+ 2.0%
$554.08 - $632.68 $42.7K - $48.7K
3.92K $2.31M
VXF
Vanguard Extended Market ETF

ETFs
56
+ 0.47%
$179.17 - $207.15 $10K - $11.6K
12K $2.28M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.27K
+ 17.06%
$48.48 - $49.47 $110K - $112K
15.6K $758K
SPYG
Spdr Portfolio

ETFs
513
+ 4.52%
$81.74 - $91.38 $41.9K - $46.9K
11.9K $1.04M
NFLX
Netflix Inc

Communication Services
7
+ 1.36%
$687.65 - $936.56 $4.81K - $6.56K
520 $463K
NBDS
Neuberger Berman ETF Tr Disrup

ETFs
3.36K
+ 40.13%
$29.39 - $32.01 $98.9K - $108K
11.7K $349K
IEMG
Ishares Inc

ETFs
1.74K
+ 3.11%
N/A
57.6K $3.09M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.37K
+ 4.92%
$61.68 - $67.87 $84.7K - $93.3K
29.3K $1.82M
DKNG
Draft Kings Inc.

Consumer Cyclical
3.15K
+ 17.5%
$35.32 - $44.84 $111K - $141K
21.2K $787K
SCHG
Schwab Strategic Tr Us Large C

ETFs
18.7K
+ 324.92%
$25.93 - $105.3 $486K - $1.97M
24.5K $682K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
258
+ 5.02%
$442.29 - $483.08 $114K - $125K
5.39K $2.44M
FSIG
First Tr ETF Iv LTD Duration I
4.36K
+ 16.67%
$18.8 - $19.23 $82K - $83.8K
30.5K $575K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.57K
+ 22.17%
$32.65 - $33.68 $83.8K - $86.5K
14.2K $463K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.91K
+ 7.37%
$96.64 - $101.23 $184K - $193K
27.7K $2.69M
SNA
Snap On Inc

Industrials
26
+ 2.18%
$285.44 - $371.35 $7.42K - $9.66K
1.22K $413K
VEA
Vanguard Ftse Developed Market

ETFs
3.26K
+ 18.45%
$47.57 - $52.44 $155K - $171K
20.9K $1M
SRE
Sempra Energy

Utilities
646
+ 24.48%
$80.81 - $94.77 $52.2K - $61.2K
3.29K $288K
VGT
Vanguard Information Technolog

ETFs
62
+ 7.89%
$571.78 - $647.97 $35.5K - $40.2K
848 $527K
BNDX
Vanguard Total International B

ETFs
1.9K
+ 7.96%
$48.91 - $50.61 $92.7K - $96K
25.7K $1.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
66
+ 4.2%
$567.81 - $607.81 $37.5K - $40.1K
1.64K $960K
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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