Tfb Advisors LLC Incresed Positions in Q4 2024

Tfb Advisors LLC

  • $345 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
SPYG
Spdr Portfolio

ETFs
513
+ 4.52%
$81.74 - $91.38 $41.9K - $46.9K
11.9K $1.04M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.27K
+ 17.06%
$48.48 - $49.47 $110K - $112K
15.6K $758K
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
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
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
SNA
Snap On Inc

Industrials
26
+ 2.18%
$285.44 - $371.35 $7.42K - $9.66K
1.22K $413K
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
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
729
+ 16.49%
$66.77 - $71.52 $48.7K - $52.1K
5.15K $355K
BMY
Bristol Myers Squibb CO

Healthcare
621
+ 14.91%
$51.92 - $59.94 $32.2K - $37.2K
4.79K $270K
ORCL
Oracle Corp

Technology
451
+ 8.32%
$165.41 - $192.43 $74.6K - $86.8K
5.87K $978K
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
COST
Costco Wholesale Corp

Consumer Defensive
24
+ 2.24%
$873.59 - $994.69 $21K - $23.9K
1.1K $1M
FAAR
First Trust Vii Alternative Ab

ETFs
1.9K
+ 26.33%
$27.44 - $28.42 $52.2K - $54.1K
9.14K $255K
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
BND
Vanguard Bd Index Fd Inc Total

ETFs
962
+ 14.06%
$71.75 - $75.11 $69K - $72.3K
7.8K $561K
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
CLOI
Vaneck ETF Tr

ETFs
785
+ 16.5%
$52.7 - $53.15 $41.4K - $41.7K
5.54K $292K
MO
Altria Group, Inc.

Consumer Defensive
522
+ 5.19%
$49.06 - $57.74 $25.6K - $30.1K
10.6K $553K
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
IYW
Ishares Dj Us Tech ETF

ETFs
119
+ 5.15%
$148.14 - $166.23 $17.6K - $19.8K
2.43K $387K
HYG
Ishares Tr

ETFs
2.22K
+ 2.67%
$78.09 - $80.04 $174K - $178K
85.6K $6.73M
BAC
Bank Of America Corp

Financial Services
230
+ 3.76%
$39.22 - $47.77 $9.02K - $11K
6.34K $278K
JNK
Spdr Bloomberg High Yield Bond

ETFs
789
+ 4.48%
$94.77 - $97.36 $74.8K - $76.8K
18.4K $1.76M
VO
Vanguard Mid Cap ETF

ETFs
126
+ 2.97%
$261.5 - $284.63 $32.9K - $35.9K
4.36K $1.15M
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
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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