Tfg Advisers LLC Portfolio Holdings
Tfg Advisers LLC
- $274 Million
- Q4 2024
Tfg Advisers LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $274 Million distributed in 207 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.3M, Microsoft Corp with a value of $12.9M, Nvidia Corp with a value of $9.27M, Jpmorgan Chase & CO with a value of $8.61M, and Costco Wholesale Corp with a value of $8.15M.
Examining the 13F form we can see an increase of $237K in the current position value, from $274M to 274M.
Below you can find more details about Tfg Advisers LLC portfolio as well as his latest detailed transactions.
Portfolio value
$274 Million
Technology: $59.2 Million
ETFs: $57.6 Million
Industrials: $31.3 Million
Financial Services: $26.7 Million
Healthcare: $19.7 Million
Consumer Cyclical: $19.3 Million
Consumer Defensive: $19 Million
Utilities: $11.2 Million
Other: $30 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 207
- Current Value $274 Million
- Prior Value $274 Million
- Filing
- Period Q4 2024
- Filing Date January 28, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 7 stocks
- Additional Purchases 119 stocks
- Sold out of 0 stocks
- Reduced holdings in 77 stocks