Tfb Advisors LLC Portfolio Holdings

Tfb Advisors LLC

  • $304 Million
  • Q2 2024

Tfb Advisors LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $304 Million distributed in 289 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $17M, Vanguard Mega Cap Growth ETF with a value of $14.6M, Vanguard Mega Cap Value with a value of $10.3M, Nvidia Corp with a value of $8.78M, and Microsoft Corp with a value of $6.75M.

Examining the 13F form we can see an increase of $19.7M in the current position value, from $284M to 304M.

Tfb Advisors LLC is based out at Overland Park, KS

Below you can find more details about Tfb Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $304 Million
ETFs: $196 Million
Technology: $33.8 Million
Financial Services: $16.5 Million
Healthcare: $13.5 Million
Consumer Cyclical: $11 Million
Communication Services: $10 Million
Consumer Defensive: $7.98 Million
Industrials: $4.19 Million
Other: $5.46 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 289
  • Current Value $304 Million
  • Prior Value $284 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 36 stocks
  • Additional Purchases 155 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
Track This Portfolio

Track Tfb Advisors LLC Portfolio

Follow Tfb Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tfb Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tfb Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email