Tsfg, LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $397 Million distributed in 797 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $32.2M, Ishares Russell 1000 Gr ETF with a value of $22.5M, Spdr Portfolio S&P 500 Value E with a value of $22M, Abb Vie Inc. with a value of $19.4M, and Vanguard Index Fds S&P 500 ETF with a value of $15.3M.

Examining the 13F form we can see an increase of $79.3M in the current position value, from $317M to 397M.

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

Portfolio value $397 Million
ETFs: $289 Million
Healthcare: $48.8 Million
Technology: $20.5 Million
Consumer Cyclical: $12.1 Million
Financial Services: $5 Million
Communication Services: $4.79 Million
Consumer Defensive: $4.02 Million
Industrials: $3.92 Million
Other: $6.38 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 797
  • Current Value $397 Million
  • Prior Value $317 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 32 stocks
  • Additional Purchases 123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 250 stocks
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