Fund HoldingsTFG Advisers LLC

Total Portfolio Value
$238.31M
Total Bought
$17.95M
Total Sold
$12.40M
Net Transaction
+$5.55M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)031,847+31,847011,9765.03%+11,976
APPLE INC(AAPL)081,523+81,523015,6966.59%+15,696
JPMORGAN CHASE & CO(JPM)35,23935,950+7115,1106,1152.57%+1,005
AMAZON COM INC(AMZN)038,242+38,24205,8112.44%+5,811
AMERICAN TOWER CORP NEW(AMT)017,340+17,34003,7431.57%+3,743
COSTCO WHSL CORP NEW(COST)9,0679,054-135,1235,9762.51%+854
UNION PAC CORP(UNP)16,29616,234-623,3183,9871.67%+669
SSGA ACTIVE ETF TR
ST STR BL LN ETF
46,11757,297+11,1801,9342,4021.01%+469
BOEING CO(BA)06,467+6,46701,6860.71%+1,686
STRYKER CORPORATION(SYK)013,512+13,51204,0461.70%+4,046
VISA INC(V)12,75112,841+902,9333,3431.40%+410
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
08,419+8,41903880.16%+388
TOPBUILD CORP2,6862,796+1106761,0460.44%+371
HOME DEPOT INC(HD)07,908+7,90802,7411.15%+2,741
NVIDIA CORPORATION(NVDA)7,3957,189-2063,2173,5601.49%+344
IRON MTN INC DEL(IRM)19,54821,411+1,8631,1621,4980.63%+336
QUALCOMM INC(QCOM)010,338+10,33801,4950.63%+1,495
INTERNATIONAL BUSINESS MACHS(IBM)7,5388,437+8991,0581,3800.58%+322
FIRST TR NASDAQ 100 TECH IND8,1908,529+3391,1901,4970.63%+307
ILLINOIS TOOL WKS INC(ITW)09,173+9,17302,4031.01%+2,403
COMCAST CORP NEW(CCZ)06,813+6,81302990.13%+299
ISHARES TR10,28910,552+2632,0642,3570.99%+293
MICROCHIP TECHNOLOGY INC.(MCHP)024,684+24,68402,2260.93%+2,226
WISDOMTREE TR(WT)065,226+65,22602,9801.25%+2,980
ADVANCED MICRO DEVICES INC(AMD)4,2674,837+5704397130.30%+274
KLA CORP(KLAC)1,9432,000+578911,1630.49%+271
SPDR SER TR
ST STR SP600 SML
051,820+51,82002,1860.92%+2,186
MCDONALDS CORP(MCD)06,170+6,17001,8290.77%+1,829
GOLDMAN SACHS GROUP INC(GS)3,1893,328+1391,0321,2840.54%+252
CHIPOTLE MEXICAN GRILL INC(CMG)0108+10802470.10%+247
INTEL CORP(INTC)14,52115,155+6345167620.32%+245
HOWMET AEROSPACE INC(HWM)04,250+4,25002300.10%+230
ALPHABET INC(GOOG)21,51421,793+2792,8153,0441.28%+229
CORNING INC(GLW)07,438+7,43802260.10%+226
ISHARES TR0747+74702260.09%+226
INVESCO EXCH TRADED FD TR II01,938+1,93802250.09%+225
UFP INDUSTRIES INC(UFPI)01,779+1,77902230.09%+223
ETF MANAGERS TR03,647+3,64702200.09%+220
NORFOLK SOUTHN CORP(NSC)05,897+5,89701,3940.58%+1,394
GENERAL ELECTRIC CO(GE)01,723+1,72302200.09%+220
SCHWAB CHARLES CORP(SCHW)03,168+3,16802180.09%+218
L3HARRIS TECHNOLOGIES INC(LHX)06,002+6,00201,2640.53%+1,264
OMNICOM GROUP INC(OMC)9,95711,039+1,0827429550.40%+213
MASCO CORP(MAS)03,182+3,18202130.09%+213
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
09,255+9,25502060.09%+206
PRUDENTIAL FINL INC(PFH)14,15014,884+7341,3431,5440.65%+201
ISHARES TR015,884+15,88401,7190.72%+1,719
LULULEMON ATHLETICA INC(LULU)1,5311,534+35907840.33%+194
ABBVIE INC(ABBV)20,06820,555+4872,9913,1851.34%+194
LINDE PLC(LIN)3,4673,615+1481,2911,4850.62%+194
SOUTHERN CO(SO)027,573+27,57301,9330.81%+1,933
FIRST TR VALUE LINE DIVID IN
SHS
058,004+58,00402,3530.99%+2,353
ELI LILLY & CO(LLY)3,1813,229+481,7091,8820.79%+174
SALESFORCE INC(CRM)02,872+2,87207560.32%+756
SPDR SER TR
ST STR CONV ETF
048,073+48,07303,4681.46%+3,468
AMERICAN ELEC PWR CO INC022,566+22,56601,8330.77%+1,833
VANGUARD SPECIALIZED FUNDS010,096+10,09601,7200.72%+1,720
INVESCO QQQ TR9781,242+2643505080.21%+158
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
8,2418,360+1199161,0710.45%+155
PARKER-HANNIFIN CORP(PH)2,1452,147+28369890.41%+153
CHUBB LIMITED
COM
6,6636,814+1511,3871,5400.65%+153
WISDOMTREE TR(WT)049,566+49,56601,5950.67%+1,595
SKYWORKS SOLUTIONS INC(SWKS)011,892+11,89201,3370.56%+1,337
INVESCO EXCHANGE TRADED FD T
INTL DIVI ACHI
076,285+76,28501,4080.59%+1,408
UNITEDHEALTH GROUP INC(UNH)8,5918,506-854,3314,4781.88%+147
ACCENTURE PLC IRELAND
SHS CLASS A
2,6012,695+947999460.40%+147
FREEPORT-MCMORAN INC(FCX)22,09922,691+5928249660.41%+142
SPDR SER TR
ST STR SP DIV
11,87612,052+1761,3661,5060.63%+140
XYLEM INC(XYL)05,286+5,28606040.25%+604
CAMBRIA ETF TR9,29610,480+1,1845757080.30%+133
WILLIAMS SONOMA INC(WSM)2,5752,642+674005330.22%+133
COCA COLA CO(KO)026,434+26,43401,5580.65%+1,558
PALO ALTO NETWORKS INC(PANW)02,115+2,11506240.26%+624
MARRIOTT INTL INC NEW(MAR)4,1814,206+258229480.40%+127
LOCKHEED MARTIN CORP(LMT)02,952+2,95201,3380.56%+1,338
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
11,95612,294+3386717880.33%+117
HONEYWELL INTL INC(HON)05,123+5,12301,0740.45%+1,074
ISHARES TR03,462+3,46209600.40%+960
ZOETIS INC(ZTS)04,700+4,70009280.39%+928
BLACKROCK INC(BLK)0677+67705500.23%+550
PUBLIC STORAGE(PSA)02,357+2,35707190.30%+719
PPG INDS INC(PPG)05,237+5,23707830.33%+783
SPDR SER TR
ST STR P500ETF
11,71912,358+6395896910.29%+102
ABBOTT LABS06,436+6,43607080.30%+708
VANGUARD INDEX FDS05,542+5,54201,1820.50%+1,182
VERIZON COMMUNICATIONS INC(VZ)015,828+15,82805970.25%+597
CATERPILLAR INC(CAT)1,6601,843+1834535450.23%+92
VANGUARD INDEX FDS04,455+4,45501,0360.43%+1,036
FASTENAL CO(FAST)08,432+8,43205460.23%+546
ISHARES TR09,050+9,05006820.29%+682
DOMINOS PIZZA INC(DPZ)2,1502,168+188148940.38%+79
REALTY INCOME CORP(O)013,922+13,92207990.34%+799
HILTON WORLDWIDE HLDGS INC(HLT)2,2132,242+293324080.17%+76
SPDR SER TR
ST STR P400MID
5,6006,589+9892453210.13%+76
CANADIAN NATL RY CO(CNI)04,378+4,37805500.23%+550
DTE ENERGY CO(DTB)06,550+6,55007220.30%+722
ISHARES TR02,351+2,35104720.20%+472
SPDR S&P 500 ETF TR(SPY)1,4331,438+56136840.29%+71
CISCO SYS INC(CSCO)37,03540,767+3,7321,9912,0600.86%+69
WISDOMTREE TR(WT)18,89018,932+426327000.29%+68
Page 1 of 1