Tfg Advisers LLC Portfolio Holdings
Tfg Advisers LLC
- $288 Million
- Q2 2025
Tfg Advisers LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $288 Million distributed in 208 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.5M, Microsoft Corp with a value of $15.1M, Nvidia Corp with a value of $11M, Jpmorgan Chase & CO with a value of $10.6M, and Costco Wholesale Corp with a value of $8.71M.
Examining the 13F form we can see an increase of $15.8M in the current position value, from $272M to 288M.
Below you can find more details about Tfg Advisers LLC portfolio as well as his latest detailed transactions.
Portfolio value
$288 Million
Technology: $62.9 Million
ETFs: $61.3 Million
Industrials: $32.6 Million
Financial Services: $31.1 Million
Consumer Defensive: $19.7 Million
Healthcare: $18.7 Million
Consumer Cyclical: $18.4 Million
Utilities: $11.8 Million
Other: $31.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 208
- Current Value $288 Million
- Prior Value $272 Million
- Filing
- Period Q2 2025
- Filing Date July 21, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 4 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 94 stocks