Tfg Advisers LLC Incresed Positions in Q1 2025

Tfg Advisers LLC

  • $272 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.1K
+ 25.16%
$50.39 - $50.66 $711K - $715K
70.2K $3.55M
ABBV
Abb Vie Inc.

Healthcare
122
+ 0.59%
$169.2 - $216.66 $20.6K - $26.4K
21K $4.39M
CVX
Chevron Corp

Energy
6
+ 0.03%
$146.71 - $167.97 $880 - $1.01K
21.1K $3.52M
V
Visa Inc.

Financial Services
83
+ 0.65%
$306.92 - $362.71 $25.5K - $30.1K
12.9K $4.54M
IBM
International Business Machines Corp

Technology
535
+ 4.63%
$217.4 - $264.74 $116K - $142K
12.1K $3.01M
VZ
Verizon Communications Inc

Communication Services
4.93K
+ 19.0%
$37.81 - $46.49 $186K - $229K
30.9K $1.4M
JPM
Jpmorgan Chase & CO

Financial Services
495
+ 1.38%
$225.19 - $279.95 $111K - $139K
36.4K $8.94M
CB
Chubb LTD

Financial Services
373
+ 4.94%
$257.71 - $301.99 $96.1K - $113K
7.93K $2.4M
TRGP
Targa Resources Corp.

Energy
200
+ 1.97%
$178.44 - $217.22 $35.7K - $43.4K
10.4K $2.08M
XOM
Exxon Mobil Corp

Energy
170
+ 0.93%
$105.44 - $118.93 $17.9K - $20.2K
18.4K $2.19M
ARCC
Ares Capital Corp

Financial Services
9.11K
+ 17.27%
$21.28 - $23.81 $194K - $217K
61.9K $1.37M
SYK
Stryker Corp

Healthcare
72
+ 0.53%
$355.18 - $399.9 $25.6K - $28.8K
13.8K $5.13M
CSCO
Cisco Systems, Inc.

Technology
1.23K
+ 2.69%
$58.74 - $64.87 $72.5K - $80K
47.1K $2.91M
META
Meta Platforms, Inc.

Communication Services
298
+ 20.75%
$576.36 - $736.67 $172K - $220K
1.73K $999K
HTGC
Hercules Capital, Inc.

Financial Services
9.92K
+ 19.73%
$18.01 - $22.0 $179K - $218K
60.2K $1.16M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.95K
+ 37.33%
$23.32 - $23.84 $139K - $142K
21.9K $512K
DUK
Duke Energy Corp

Utilities
514
+ 10.6%
$105.87 - $121.97 $54.4K - $62.7K
5.36K $654K
KLAC
Kla Corp

Technology
24
+ 1.09%
$636.62 - $777.63 $15.3K - $18.7K
2.22K $1.51M
T
At&T Inc.

Communication Services
1.05K
+ 6.23%
$21.56 - $28.28 $22.5K - $29.6K
17.8K $503K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.08K
+ 18.89%
$93.32 - $95.35 $101K - $103K
6.82K $638K
GLD
Spdr Gold Trust

ETFs
114
+ 8.3%
$243.19 - $288.14 $27.7K - $32.8K
1.49K $428K
RTX
Raytheon Technologies Corp

Industrials
146
+ 3.34%
$114.1 - $135.66 $16.7K - $19.8K
4.52K $599K
SRLN
Ssga Active Trust

ETFs
3.57K
+ 3.94%
$41.02 - $41.99 $146K - $150K
94.1K $3.87M
HWM
Howmet Aerospace Inc.

Industrials
2
+ 0.05%
$110.79 - $139.39 $222 - $279
4.12K $534K
O
Realty Income Corp

Real Estate
319
+ 2.26%
$51.67 - $58.49 $16.5K - $18.7K
14.5K $838K
GLW
Corning Inc

Technology
2.51K
+ 13.4%
$44.91 - $54.25 $113K - $136K
21.2K $970K
PG
Procter & Gamble CO

Consumer Defensive
110
+ 0.52%
$158.56 - $176.26 $17.4K - $19.4K
21.2K $3.61M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.16K
+ 16.13%
$27.01 - $28.54 $58.3K - $61.6K
15.6K $434K
ED
Consolidated Edison Inc

Utilities
10
+ 0.32%
$88.0 - $110.59 $880 - $1.11K
3.15K $348K
GILD
Gilead Sciences, Inc.

Healthcare
19
+ 0.59%
$89.14 - $117.41 $1.69K - $2.23K
3.24K $363K
MMM
3 M CO

Industrials
229
+ 12.41%
$129.7 - $155.12 $29.7K - $35.5K
2.08K $304K
OEF
Ishares S&P 100 ETF

ETFs
231
+ 2.03%
N/A
11.6K $3.08M
GE
General Electric CO

Industrials
23
+ 1.59%
$168.59 - $212.13 $3.88K - $4.88K
1.47K $294K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
29
+ 0.29%
$68.32 - $75.06 $1.98K - $2.18K
10.1K $754K
SBUX
Starbucks Corp

Consumer Cyclical
27
+ 0.43%
$91.75 - $115.81 $2.48K - $3.13K
6.26K $613K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
872
+ 23.06%
$67.03 - $74.61 $58.5K - $65.1K
4.65K $316K
AVGO
Broadcom Inc.

Technology
755
+ 59.73%
$167.43 - $244.7 $126K - $185K
2.02K $338K
KMI
Kinder Morgan, Inc.

Energy
141
+ 0.42%
$26.1 - $31.22 $3.68K - $4.4K
34.1K $973K
AFL
Aflac Inc

Financial Services
85
+ 2.12%
$100.99 - $111.19 $8.58K - $9.45K
4.1K $455K
BMI
Badger Meter Inc

Technology
424
+ 21.7%
$189.49 - $221.51 $80.3K - $93.9K
2.38K $452K
ISRG
Intuitive Surgical Inc

Healthcare
114
+ 13.89%
$476.63 - $610.45 $54.3K - $69.6K
935 $463K
MA
Mastercard Inc

Financial Services
2
+ 0.13%
$504.67 - $576.31 $1.01K - $1.15K
1.59K $870K
TDIV
First Trust Nasdaq Technology

ETFs
1.57K
+ 8.99%
$73.39 - $83.95 $115K - $131K
19K $1.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
226
+ 12.06%
$468.34 - $539.52 $106K - $122K
2.1K $984K
GS
Goldman Sachs Group Inc

Financial Services
219
+ 5.86%
$524.81 - $672.19 $115K - $147K
3.95K $2.16M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
198
+ 3.98%
$100.32 - $100.76 $19.9K - $20K
5.18K $520K
XYL
Xylem Inc.

Industrials
48
+ 1.07%
$114.02 - $132.04 $5.47K - $6.34K
4.55K $543K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.21K
+ 10.13%
$17.53 - $17.87 $21.2K - $21.6K
13.1K $231K
SCHW
Schwab Charles Corp

Financial Services
7
+ 0.17%
$71.24 - $83.64 $499 - $585
4.25K $332K
Activity Summary
Buys All Purchases 111 New Holdings 5 Increased Positions 106 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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