Tfb Advisors LLC Incresed Positions in Q3 2024

Tfb Advisors LLC

  • $332 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
9.04K
+ 128.09%
$520.18 - $576.82 $4.7M - $5.21M
16.1K $9.28M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
21.5K
+ 394.4%
$44.65 - $47.21 $960K - $1.01M
26.9K $1.26M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.36K
+ 138.02%
$106.11 - $113.72 $887K - $951K
14.4K $1.63M
AAPL
Apple Inc.

Technology
600
+ 2.09%
$207.23 - $234.82 $124K - $141K
29.3K $6.81M
AVUV
American Centy ETF Tr Avantis

ETFs
6.17K
+ 27.38%
$88.24 - $99.7 $544K - $615K
28.7K $2.75M
VOE
Vanguard Mid Cap Value Index F

ETFs
371
+ 1.11%
$149.02 - $167.67 $55.3K - $62.2K
33.9K $5.69M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.71K
+ 72.35%
$100.75 - $111.62 $474K - $526K
11.2K $1.23M
IEFA
Ishares Tr

ETFs
2.09K
+ 3.05%
$70.09 - $78.74 $147K - $165K
70.7K $5.52M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.76K
+ 17.04%
$96.25 - $101.98 $362K - $384K
25.8K $2.62M
VB
Vanguard Small Cap ETF

ETFs
1.18K
+ 13.89%
$214.77 - $237.72 $254K - $281K
9.69K $2.3M
NVDA
Nvidia Corp

Technology
4.56K
+ 6.42%
$98.91 - $134.91 $451K - $616K
75.6K $9.18M
TSLA
Tesla, Inc.

Consumer Cyclical
201
+ 4.03%
$191.76 - $263.26 $38.5K - $52.9K
5.19K $1.36M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.81K
+ 77.76%
$49.83 - $62.75 $339K - $428K
15.6K $897K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.53K
+ 22.38%
$93.22 - $103.58 $236K - $262K
13.8K $1.43M
NRG
Nrg Energy, Inc.

Utilities
3K
+ 88.02%
$68.89 - $91.22 $207K - $274K
6.42K $584K
VOT
Vanguard Mid Cap Growth Index

ETFs
166
+ 0.84%
$218.05 - $243.47 $36.2K - $40.4K
19.9K $4.85M
META
Meta Platforms, Inc.

Communication Services
50
+ 1.32%
$453.41 - $572.44 $22.7K - $28.6K
3.85K $2.2M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.81K
+ 5.88%
$100.09 - $100.69 $281K - $283K
50.6K $5.09M
APO
Apollo Global Management, Inc.

Financial Services
1.11K
+ 6.19%
$99.16 - $125.81 $110K - $140K
19K $2.38M
IWR
Ishares Russell Mid Cap ETF

ETFs
337
+ 1.06%
$79.92 - $88.19 $26.9K - $29.7K
32.1K $2.83M
QQQ
Invesco Qqq Trust, Series 1

ETFs
427
+ 8.96%
$434.77 - $502.96 $186K - $215K
5.19K $2.53M
IWM
Ishares Russell 2000 ETF

ETFs
172
+ 1.5%
$200.87 - $224.6 $34.5K - $38.6K
11.6K $2.57M
KKR
Kkr & Co. Inc.

Financial Services
821
+ 16.31%
$104.51 - $133.23 $85.8K - $109K
5.86K $764K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.21K
+ 16.98%
$117.9 - $128.2 $143K - $155K
8.34K $1.07M
UTHR
United Therapeutics Corp

Healthcare
376
+ 19.63%
$311.04 - $363.55 $117K - $137K
2.29K $820K
WMT
Walmart Inc.

Consumer Defensive
52
+ 0.35%
$66.91 - $81.4 $3.48K - $4.23K
15.1K $1.22M
AVUS
American Centy ETF Tr Avantis

ETFs
1.04K
+ 5.57%
$86.27 - $95.15 $89.6K - $98.9K
19.7K $1.87M
BX
Blackstone Inc.

Financial Services
193
+ 3.51%
$120.77 - $159.66 $23.3K - $30.8K
5.69K $871K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.12K
+ 7.79%
$41.95 - $43.42 $131K - $135K
43.1K $1.87M
RSP
Invesco S&P 500 Equal Weight E

ETFs
749
+ 32.82%
$162.83 - $179.16 $122K - $134K
3.03K $543K
ORCL
Oracle Corp

Technology
11
+ 0.2%
$125.9 - $170.35 $1.38K - $1.87K
5.42K $923K
GILD
Gilead Sciences, Inc.

Healthcare
116
+ 1.25%
$66.59 - $83.99 $7.72K - $9.74K
9.4K $787K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.56K
+ 12.77%
$60.25 - $66.85 $93.9K - $104K
13.8K $909K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2K
+ 7.37%
$33.74 - $37.96 $67.6K - $76.1K
29.2K $1.1M
UNH
Unitedhealth Group Inc

Healthcare
99
+ 8.82%
$488.01 - $604.18 $48.3K - $59.8K
1.22K $713K
SPOT
Spotify Technology S.A.

Communication Services
183
+ 13.9%
$290.16 - $384.01 $53.1K - $70.3K
1.5K $552K
PTLO
Portillo'S Inc.

Consumer Cyclical
3.54K
+ 14.73%
$8.88 - $13.54 $31.5K - $48K
27.6K $372K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
757
+ 49.32%
$141.31 - $161.48 $107K - $122K
2.29K $368K
AVES
American Centy ETF Tr Avantis

ETFs
1.8K
+ 19.81%
$46.0 - $52.55 $82.8K - $94.6K
10.9K $567K
ISRG
Intuitive Surgical Inc

Healthcare
79
+ 4.82%
$416.14 - $494.01 $32.9K - $39K
1.72K $844K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.03K
+ 13.35%
$79.29 - $84.02 $81.6K - $86.5K
8.74K $731K
NOW
Service Now, Inc.

Technology
28
+ 3.34%
$730.87 - $937.36 $20.5K - $26.2K
866 $774K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
136
+ 0.49%
$57.32 - $62.65 $7.8K - $8.52K
27.9K $1.74M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
713
+ 0.75%
$28.1 - $29.89 $20K - $21.3K
96.1K $2.87M
AVLV
American Centy ETF Tr Avantis
1.05K
+ 7.2%
$60.05 - $65.83 $63.1K - $69.1K
15.6K $1.03M
MCD
Mcdonalds Corp

Consumer Cyclical
64
+ 3.56%
$245.82 - $304.51 $15.7K - $19.5K
1.86K $567K
VZ
Verizon Communications Inc

Communication Services
1.06K
+ 6.3%
$38.89 - $45.0 $41.2K - $47.7K
17.9K $802K
HD
Home Depot, Inc.

Consumer Cyclical
56
+ 4.03%
$333.64 - $405.2 $18.7K - $22.7K
1.45K $585K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
565
+ 1.85%
$50.85 - $53.88 $28.7K - $30.4K
31.2K $1.67M
Activity Summary
Buys All Purchases 193 New Holdings 37 Increased Positions 156 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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