Tfb Advisors LLC Incresed Positions in Q2 2025

Tfb Advisors LLC

  • $373 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
7.14K
+ 68.03%
$498.8 - $620.9 $3.56M - $4.43M
17.6K $10.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
28K
+ 139.75%
$82.21 - $83.12 $2.3M - $2.32M
48K $3.97M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
799
+ 2.34%
$456.74 - $568.03 $365K - $454K
34.9K $19.8M
MSFT
Microsoft Corp

Technology
47
+ 0.31%
$354.56 - $497.45 $16.7K - $23.4K
15.1K $7.53M
AVGO
Broadcom Inc.

Technology
874
+ 11.2%
$146.29 - $275.65 $128K - $241K
8.68K $2.39M
IEFA
Ishares Tr

ETFs
3.26K
+ 4.37%
$67.83 - $84.09 $221K - $274K
78K $6.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
381
+ 4.92%
$416.06 - $551.64 $159K - $210K
8.12K $4.48M
META
Meta Platforms, Inc.

Communication Services
70
+ 1.69%
$484.66 - $738.09 $33.9K - $51.7K
4.21K $3.11M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13K
+ 19.56%
$44.68 - $45.96 $581K - $597K
79.5K $3.63M
ORCL
Oracle Corp

Technology
422
+ 6.89%
$122.82 - $218.63 $51.8K - $92.3K
6.55K $1.43M
VB
Vanguard Small Cap ETF

ETFs
1.52K
+ 12.31%
$193.73 - $237.37 $294K - $360K
13.8K $3.27M
VXF
Vanguard Extended Market ETF

ETFs
1.43K
+ 11.66%
$150.43 - $192.71 $215K - $276K
13.7K $2.64M
GOOGL
Alphabet Inc.

Communication Services
159
+ 0.77%
$144.7 - $178.6 $23K - $28.4K
20.9K $3.69M
SHOP
Shopify Inc.

Technology
3.4K
+ 96.54%
$76.89 - $115.35 $261K - $392K
6.92K $798K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.23K
+ 25.85%
$56.88 - $70.77 $240K - $299K
20.6K $1.46M
JPM
Jpmorgan Chase & CO

Financial Services
177
+ 2.77%
$210.28 - $289.91 $37.2K - $51.3K
6.56K $1.9M
IWM
Ishares Russell 2000 ETF

ETFs
423
+ 3.07%
$174.82 - $215.79 $73.9K - $91.3K
14.2K $3.07M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
1.67K
+ 19.76%
$111.3 - $134.5 $186K - $225K
10.1K $1.36M
IWR
Ishares Russell Mid Cap ETF

ETFs
435
+ 1.25%
$74.88 - $91.97 $32.6K - $40K
35.2K $3.24M
IEF
Ishares Barclays

ETFs
2.77K
+ 92.44%
$93.15 - $96.56 $258K - $267K
5.76K $551K
NBDS
Neuberger Berman ETF Tr Disrup

ETFs
3.4K
+ 18.14%
$23.54 - $34.28 $80K - $116K
22.1K $758K
NFLX
Netflix Inc

Communication Services
32
+ 6.1%
$855.86 - $1339.13 $27.4K - $42.9K
557 $745K
VGT
Vanguard Information Technolog

ETFs
210
+ 22.32%
$470.37 - $663.28 $98.8K - $139K
1.15K $763K
VOE
Vanguard Mid Cap Value Index F

ETFs
646
+ 1.81%
$141.87 - $164.49 $91.6K - $106K
36.3K $5.96M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.06K
+ 10.32%
$91.23 - $97.27 $187K - $200K
22K $2.14M
AMD
Advanced Micro Devices Inc

Technology
165
+ 3.0%
$78.21 - $143.81 $12.9K - $23.7K
5.67K $803K
UTHR
United Therapeutics Corp

Healthcare
975
+ 32.01%
$276.47 - $328.4 $270K - $320K
4.02K $1.16M
FOXA
Fox Corp

Communication Services
3.89K
+ 69.67%
$47.21 - $57.04 $184K - $222K
9.47K $530K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.21K
+ 10.26%
$114.78 - $133.31 $139K - $162K
13K $1.74M
SPYG
Spdr Portfolio

ETFs
379
+ 3.39%
$71.83 - $95.32 $27.2K - $36.1K
11.6K $1.1M
BX
Blackstone Inc.

Financial Services
739
+ 8.33%
$120.07 - $151.11 $88.7K - $112K
9.62K $1.44M
HYDB
Ishares Tr Edge High Yield Def

ETFs
3.94K
+ 19.39%
$44.64 - $47.48 $176K - $187K
24.3K $1.15M
WMT
Walmart Inc.

Consumer Defensive
389
+ 2.48%
$81.79 - $99.98 $31.8K - $38.9K
16.1K $1.57M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
504
+ 11.42%
$134.25 - $172.52 $67.7K - $87K
4.92K $848K
SYF
Synchrony Financial

Financial Services
228
+ 2.02%
$43.81 - $66.74 $9.99K - $15.2K
11.5K $767K
APO
Apollo Global Management, Inc.

Financial Services
476
+ 2.36%
$108.68 - $145.07 $51.7K - $69.1K
20.7K $2.93M
GOOG
Alphabet Inc.

Communication Services
18
+ 0.24%
$146.58 - $180.01 $2.64K - $3.24K
7.48K $1.33M
IETC
Ishares U S ETF Tr

ETFs
1.05K
+ 34.65%
$67.28 - $94.0 $70.6K - $98.7K
4.08K $383K
KKR
Kkr & Co. Inc.

Financial Services
326
+ 5.11%
$92.79 - $134.29 $30.2K - $43.8K
6.71K $892K
ISRG
Intuitive Surgical Inc

Healthcare
124
+ 7.08%
$451.58 - $565.94 $56K - $70.2K
1.88K $1.02M
INTU
Intuit Inc

Technology
2
+ 0.23%
$544.07 - $787.63 $1.09K - $1.58K
856 $674K
KLAC
Kla Corp

Technology
26
+ 4.65%
$576.53 - $902.94 $15K - $23.5K
585 $524K
GS
Goldman Sachs Group Inc

Financial Services
16
+ 1.98%
$462.22 - $707.75 $7.4K - $11.3K
826 $584K
IEV
Ishares Tr Europe ETF

ETFs
1.74K
+ 32.33%
$51.8 - $64.59 $90K - $112K
7.11K $449K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.96K
+ 8.87%
$35.3 - $37.51 $104K - $111K
36.3K $1.36M
VO
Vanguard Mid Cap ETF

ETFs
148
+ 3.42%
$228.54 - $279.83 $33.8K - $41.4K
4.48K $1.25M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.19K
+ 13.45%
$53.75 - $67.21 $64.2K - $80.2K
10.1K $666K
SCHG
Schwab Strategic Tr Us Large C

ETFs
987
+ 4.0%
$22.27 - $29.21 $22K - $28.8K
25.7K $749K
CAT
Caterpillar Inc

Industrials
98
+ 6.49%
$273.94 - $388.21 $26.8K - $38K
1.61K $623K
Activity Summary
Buys All Purchases 174 New Holdings 26 Increased Positions 148 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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