Tfb Advisors LLC Purchases in Q4 2024

Tfb Advisors LLC

  • $345 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
729
+ 16.49%
$66.77 - $71.52 $48.7K - $52.1K
5.15K $355K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.8K
+ 252.61%
$26.93 - $84.95 $318K - $1M
16.5K $450K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.14%
$486.1 - $608.57 $486 - $609
705 $403K
ORCL
Oracle Corp

Technology
451
+ 8.32%
$165.41 - $192.43 $74.6K - $86.8K
5.87K $978K
BMY
Bristol Myers Squibb CO

Healthcare
621
+ 14.91%
$51.92 - $59.94 $32.2K - $37.2K
4.79K $270K
FAAR
First Trust Vii Alternative Ab

ETFs
1.9K
+ 26.33%
$27.44 - $28.42 $52.2K - $54.1K
9.14K $255K
COST
Costco Wholesale Corp

Consumer Defensive
24
+ 2.24%
$873.59 - $994.69 $21K - $23.9K
1.1K $1M
EWJ
Ishares Msci Japan ETF

ETFs
1.3K
+ 17.11%
$66.18 - $71.84 $86K - $93.4K
8.9K $596K
COF
Capital One Financial Corp

Financial Services
59
+ 4.13%
$145.19 - $192.01 $8.57K - $11.3K
1.49K $265K
IWR
Ishares Russell Mid Cap ETF

ETFs
447
+ 1.39%
$87.25 - $95.52 $39K - $42.7K
32.5K $2.88M
IBM
International Business Machines Corp

Technology
204
+ 22.22%
$204.9 - $238.04 $41.8K - $48.6K
1.12K $246K
TW
Tradeweb Markets Inc.

Financial Services
52
+ 1.1%
$124.87 - $136.32 $6.49K - $7.09K
4.77K $624K
MO
Altria Group, Inc.

Consumer Defensive
522
+ 5.19%
$49.06 - $57.74 $25.6K - $30.1K
10.6K $553K
CLOI
Vaneck ETF Tr

ETFs
785
+ 16.5%
$52.7 - $53.15 $41.4K - $41.7K
5.54K $292K
TTD
Trade Desk, Inc.

Technology
94
+ 2.56%
$108.7 - $139.51 $10.2K - $13.1K
3.76K $441K
BBUS
J P Morgan Exchg Traded Fd

ETFs
59
+ 0.43%
$102.46 - $110.17 $6.05K - $6.5K
13.9K $1.47M
HYG
Ishares Tr

ETFs
2.22K
+ 2.67%
$78.09 - $80.04 $174K - $178K
85.6K $6.73M
IYW
Ishares Dj Us Tech ETF

ETFs
119
+ 5.15%
$148.14 - $166.23 $17.6K - $19.8K
2.43K $387K
BAC
Bank Of America Corp

Financial Services
230
+ 3.76%
$39.22 - $47.77 $9.02K - $11K
6.34K $278K
VO
Vanguard Mid Cap ETF

ETFs
126
+ 2.97%
$261.5 - $284.63 $32.9K - $35.9K
4.36K $1.15M
JNK
Spdr Bloomberg High Yield Bond

ETFs
789
+ 4.48%
$94.77 - $97.36 $74.8K - $76.8K
18.4K $1.76M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
69
+ 0.96%
$119.61 - $136.3 $8.25K - $9.4K
7.23K $893K
CNX
Cnx Resources Corp

Energy
50
+ 0.73%
$32.66 - $41.09 $1.63K - $2.05K
6.91K $253K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
597
+ 3.18%
$33.92 - $36.6 $20.3K - $21.9K
19.3K $669K
PANW
Palo Alto Networks Inc

Technology
1.5K
+ 97.65%
$181.96 - $405.9 $272K - $607K
3.03K $550K
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
VEEV
Veeva Systems Inc

Healthcare
84
+ 2.43%
$201.81 - $250.45 $17K - $21K
3.54K $744K
MUB
Ishares National Muni Bond ETF

ETFs
386
+ 3.5%
$105.78 - $108.7 $40.8K - $42K
11.4K $1.22M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
769
+ 7.96%
$24.13 - $24.45 $18.6K - $18.8K
10.4K $252K
XLK
Technology Sector Spdr

ETFs
41
+ 3.14%
$220.26 - $241.44 $9.03K - $9.9K
1.35K $312K
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
TJX
Tjx Companies Inc

Consumer Cyclical
51
+ 1.59%
$112.15 - $127.2 $5.72K - $6.49K
3.26K $393K
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
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
14
+ 0.56%
$84.34 - $95.14 $1.18K - $1.33K
2.51K $218K
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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