Tfb Advisors LLC Portfolio Holdings
Tfb Advisors LLC
- $340 Million
- Q1 2025
Tfb Advisors LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $340 Million distributed in 320 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 $17.5M, Vanguard Mega Cap Growth ETF with a value of $13.5M, Vanguard Mega Cap Value with a value of $10.9M, Nvidia Corp with a value of $8.44M, and Ishares Tr with a value of $7.13M.
Examining the 13F form we can see an decrease of $5.16M in the current position value, from $345M to 340M.
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
$340 Million
ETFs: $221 Million
Technology: $32.3 Million
Financial Services: $23.3 Million
Communication Services: $12 Million
Consumer Cyclical: $11.9 Million
Healthcare: $10.7 Million
Consumer Defensive: $9.94 Million
Industrials: $4.77 Million
Other: $6.66 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 320
- Current Value $340 Million
- Prior Value $345 Million
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 21 stocks
- Additional Purchases 169 stocks
- Sold out of 0 stocks
- Reduced holdings in 123 stocks