Tfo-tdc
Latest statistics and disclosures from TFO Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, DFAC, IWB, DFUV, DFAT, and represent 85.05% of TFO Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VSGX (+$616M), VTI (+$493M), SPY (+$445M), IWM (+$242M), PFE (+$207M), IWB (+$187M), NVDA (+$182M), QUAL (+$175M), VOO (+$153M), IVW (+$103M).
- Started 15 new stock positions in TKO, AAON, BGC, LBTYK, LLYVK, QUAL, PHIN, VSTS, WS, VLTO. CCL, BHVN, VSGX, BIPC, AIZ.
- Reduced shares in these 10 stocks: DFAC (-$1.6B), VEA (-$959M), DFUV (-$443M), DFAT (-$429M), DFIV (-$203M), QQQ (-$147M), IWF (-$113M), IJR (-$89M), DFAS (-$70M), IWN (-$56M).
- Sold out of its positions in AIR, AAN, ACIW, Activision Blizzard, AHCO, ASIX, ABNB, ALGN, BFH, AWK.
- TFO Wealth Partners was a net buyer of stock by $745M.
- TFO Wealth Partners has $491B in assets under management (AUM), dropping by 102511.88%.
- Central Index Key (CIK): 0001698750
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Portfolio Holdings for TFO Wealth Partners
TFO Wealth Partners holds 932 positions in its portfolio as reported in the December 2023 quarterly 13F filing
TFO Wealth Partners has 932 total positions. Only the first 250 positions are shown.
- Sign up to view all of the TFO Wealth Partners Dec. 31, 2023 positions
- Download the TFO Wealth Partners December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 44.7 | $219B | 4.6M | 47895.03 |
|
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 26.2 | $129B | 4.5M | 28791.40 |
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| Ishares Tr Rus 1000 Etf (IWB) | 4.8 | $24B | 91k | 261089.76 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 4.8 | $23B | 627k | 37220.02 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 4.6 | $23B | 432k | 52329.96 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.1 | $10B | 94k | 107545.08 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $9.0B | +5% | 19k | 465577.80 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.6 | $8.0B | 134k | 59620.15 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.3 | $6.1B | 21k | 300202.86 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $3.8B | 43k | 88360.39 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $3.7B | 64k | 57948.26 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $3.7B | +4% | 8.7k | 420241.78 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $3.3B | 37k | 89359.25 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $3.3B | +8% | 17k | 189949.01 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $2.7B | 66k | 41058.22 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $2.6B | +2% | 5.5k | 471451.10 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $1.5B | -11% | 44k | 34359.72 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $1.4B | 29k | 49962.11 |
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|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.3B | +58% | 8.8k | 150423.43 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.2B | 7.4k | 165250.07 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $1.2B | 11k | 101765.65 |
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|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $1.1B | 31k | 36489.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $845M | -14% | 2.1k | 402304.76 |
|
| Pfizer (PFE) | 0.2 | $758M | +37% | 74k | 10291.34 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $616M | NEW | 11k | 55280.01 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $615M | +20% | 10k | 59015.94 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $588M | +3% | 3.4k | 172903.61 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $458M | 8.3k | 55409.95 |
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|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $392M | +31% | 5.4k | 73041.23 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) | 0.1 | $311M | 9.9k | 31474.53 |
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|
| Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) | 0.1 | $306M | 8.7k | 35100.00 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) | 0.1 | $300M | 9.0k | 33379.97 |
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| Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) | 0.1 | $257M | 7.9k | 32689.96 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $206M | -2% | 3.3k | 62896.40 |
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| NVIDIA Corporation (NVDA) | 0.0 | $191M | +2150% | 13k | 15044.58 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $175M | NEW | 1.2k | 147139.73 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.0 | $169M | 4.7k | 36189.95 |
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| 374water (SCWO) | 0.0 | $168M | +108% | 247k | 681.28 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $149M | +21% | 3.3k | 45656.84 |
|
| Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) | 0.0 | $147M | 5.4k | 27082.44 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $126M | -13% | 1.2k | 108409.79 |
|
| Apple (AAPL) | 0.0 | $100M | +4810% | 119k | 839.02 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $87M | +8491% | 96k | 913.44 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $87M | -38% | 579.00 | 150110.54 |
|
| Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) | 0.0 | $86M | 2.9k | 29172.70 |
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| Walt Disney Company (DIS) | 0.0 | $85M | +882% | 20k | 4237.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $84M | +5791% | 91k | 926.99 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $84M | -38% | 2.5k | 33454.22 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) | 0.0 | $77M | 2.1k | 37240.10 |
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| Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) | 0.0 | $75M | 2.2k | 34309.87 |
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| Innovator Etfs Tr Intrnl Dev Jan (IJAN) | 0.0 | $74M | 2.4k | 30401.06 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $70M | +120% | 968.00 | 72099.17 |
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| Costco Wholesale Corporation (COST) | 0.0 | $63M | +2797% | 3.8k | 16394.25 |
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| Innovator Etfs Tr Emrgng Mkt Jan (EJAN) | 0.0 | $60M | 2.1k | 28670.19 |
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| Microsoft Corporation (MSFT) | 0.0 | $54M | +3266% | 64k | 844.41 |
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| United Parcel Service CL B (UPS) | 0.0 | $52M | +1284% | 4.7k | 11218.77 |
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| Electronic Arts (EA) | 0.0 | $49M | +2416% | 9.1k | 5435.60 |
|
| Procter & Gamble Company (PG) | 0.0 | $49M | +10968% | 38k | 1281.88 |
|
| W.W. Grainger (GWW) | 0.0 | $46M | +3130% | 1.8k | 25195.14 |
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| Chevron Corporation (CVX) | 0.0 | $42M | +2476% | 25k | 1688.43 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $40M | 448.00 | 88500.00 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $39M | +3781% | 9.0k | 4345.16 |
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| Viatris (VTRS) | 0.0 | $36M | +1072% | 39k | 907.67 |
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| UnitedHealth (UNH) | 0.0 | $34M | +1632% | 13k | 2565.87 |
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| McDonald's Corporation (MCD) | 0.0 | $34M | +2174% | 2.6k | 13034.79 |
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| AFLAC Incorporated (AFL) | 0.0 | $34M | +2660% | 11k | 2988.16 |
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| Automatic Data Processing (ADP) | 0.0 | $32M | +1542% | 2.3k | 13886.36 |
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| General Dynamics Corporation (GD) | 0.0 | $31M | +2199% | 2.8k | 11294.03 |
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| Chubb (CB) | 0.0 | $30M | +3762% | 5.2k | 5678.17 |
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| FedEx Corporation (FDX) | 0.0 | $29M | +3148% | 3.7k | 7719.69 |
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| Linde SHS (LIN) | 0.0 | $28M | +4724% | 3.3k | 8512.77 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $28M | +562% | 477.00 | 59264.15 |
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| Pepsi (PEP) | 0.0 | $27M | +2412% | 7.9k | 3466.53 |
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| AmerisourceBergen (COR) | 0.0 | $26M | +3073% | 3.9k | 6471.92 |
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| Analog Devices (ADI) | 0.0 | $24M | +4990% | 6.2k | 3868.02 |
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| Jack Henry & Associates (JKHY) | 0.0 | $23M | +1226% | 1.9k | 12322.89 |
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| Paychex (PAYX) | 0.0 | $23M | +1171% | 2.4k | 9365.99 |
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| Emerson Electric (EMR) | 0.0 | $22M | +2360% | 5.9k | 3757.37 |
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| Ford Motor Company (F) | 0.0 | $22M | +3864% | 73k | 302.41 |
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| FactSet Research Systems (FDS) | 0.0 | $21M | +923% | 440.00 | 46620.45 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $19M | +180% | 252.00 | 75539.68 |
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| Amazon (AMZN) | 0.0 | $17M | +6711% | 115k | 150.11 |
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| Cameco Corporation (CCJ) | 0.0 | $17M | -54% | 1.2k | 13862.99 |
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| Nextera Energy (NEE) | 0.0 | $16M | +1932% | 9.0k | 1753.50 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $15M | +61% | 468.00 | 32059.83 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $14M | +2643% | 4.2k | 3331.36 |
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| L3harris Technologies (LHX) | 0.0 | $12M | +1406% | 1.7k | 6991.85 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $11M | +2% | 123.00 | 91300.81 |
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| Republic Services (RSG) | 0.0 | $11M | +5263% | 3.7k | 3029.99 |
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| Meta Platforms Cl A (META) | 0.0 | $11M | +94474% | 29k | 374.28 |
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| Booking Holdings (BKNG) | 0.0 | $11M | +5366% | 164.00 | 64890.24 |
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| Intuit (INTU) | 0.0 | $11M | +22029% | 3.8k | 2824.56 |
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| Super Micro Computer (SMCI) | 0.0 | $11M | +105600% | 2.1k | 4975.40 |
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| Abbott Laboratories (ABT) | 0.0 | $10M | +2035% | 8.5k | 1211.31 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $10M | -17% | 171.00 | 58450.29 |
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| Brown & Brown (BRO) | 0.0 | $9.7M | +2827% | 4.0k | 2429.29 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $9.6M | +2956% | 2.1k | 4530.11 |
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| Roper Industries (ROP) | 0.0 | $9.3M | +12088% | 2.1k | 4472.97 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $9.1M | +129% | 202.00 | 44891.09 |
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| Johnson & Johnson (JNJ) | 0.0 | $8.9M | +2557% | 14k | 644.12 |
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| Wal-Mart Stores (WMT) | 0.0 | $8.7M | +34803% | 19k | 451.69 |
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| Home Depot (HD) | 0.0 | $6.2M | +5588% | 12k | 522.23 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $6.2M | +534% | 24k | 259.64 |
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| Sherwin-Williams Company (SHW) | 0.0 | $5.6M | +12900% | 2.3k | 2399.15 |
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| Cisco Systems (CSCO) | 0.0 | $5.5M | +27250% | 53k | 103.79 |
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| Eli Lilly & Co. (LLY) | 0.0 | $5.2M | +51388% | 4.6k | 1132.07 |
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| Pbf Energy Cl A (PBF) | 0.0 | $5.2M | +156275% | 6.3k | 829.26 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $4.6M | +5222% | 52k | 89.23 |
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| CMS Energy Corporation (CMS) | 0.0 | $4.6M | +2591% | 2.1k | 2158.04 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $4.6M | +14497% | 11k | 434.16 |
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| Cme (CME) | 0.0 | $4.4M | +6280% | 1.3k | 3300.75 |
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| Builders FirstSource (BLDR) | 0.0 | $4.0M | +80066% | 7.2k | 555.37 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $3.6M | +4655% | 13k | 272.69 |
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| Discover Financial Services (DFS) | 0.0 | $3.5M | +8964% | 2.8k | 1239.86 |
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| T. Rowe Price (TROW) | 0.0 | $3.3M | +10863% | 3.6k | 922.61 |
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| Nucor Corporation (NUE) | 0.0 | $3.1M | +54788% | 9.9k | 317.11 |
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| Merck & Co (MRK) | 0.0 | $3.0M | +7914% | 37k | 81.02 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $2.9M | +30214% | 62k | 47.23 |
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| Microchip Technology (MCHP) | 0.0 | $2.9M | +49271% | 16k | 182.67 |
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| CVS Caremark Corporation (CVS) | 0.0 | $2.8M | +22475% | 16k | 174.91 |
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| Danaher Corporation (DHR) | 0.0 | $2.8M | +4241% | 4.1k | 673.13 |
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| ConocoPhillips (COP) | 0.0 | $2.4M | +47027% | 14k | 178.31 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $2.4M | +45666% | 2.7k | 885.65 |
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| Gilead Sciences (GILD) | 0.0 | $2.4M | +29640% | 16k | 147.67 |
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| Roblox Corp Cl A (RBLX) | 0.0 | $2.3M | +2930% | 1.5k | 1508.91 |
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| Tesla Motors (TSLA) | 0.0 | $2.2M | +4686% | 7.6k | 293.79 |
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| Bristol Myers Squibb (BMY) | 0.0 | $2.2M | +48673% | 21k | 105.20 |
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| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $2.1M | +56727% | 24k | 86.47 |
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| salesforce (CRM) | 0.0 | $2.1M | +4137% | 11k | 184.68 |
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| Bank of America Corporation (BAC) | 0.0 | $2.0M | +2389% | 73k | 27.11 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $2.0M | +390% | 11k | 173.49 |
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| EOG Resources (EOG) | 0.0 | $1.9M | +47350% | 7.6k | 254.87 |
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| Tellurian (TELL) | 0.0 | $1.9M | +30% | 3.3k | 581.23 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.9M | NEW | 33k | 55.45 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $1.9M | +25538% | 7.9k | 232.89 |
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| Cintas Corporation (CTAS) | 0.0 | $1.8M | +87433% | 2.6k | 688.50 |
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| Matador Resources (MTDR) | 0.0 | $1.8M | +310920% | 16k | 113.37 |
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| Progressive Corporation (PGR) | 0.0 | $1.8M | +71490% | 7.9k | 222.48 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $1.7M | +15596% | 3.9k | 442.15 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.7M | +2370% | 32k | 54.50 |
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| Consolidated Edison (ED) | 0.0 | $1.6M | +76488% | 14k | 118.74 |
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| BlackRock (BLK) | 0.0 | $1.6M | +43350% | 869.00 | 1868.81 |
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| Diamondback Energy (FANG) | 0.0 | $1.6M | +78990% | 7.9k | 196.11 |
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| Marathon Oil Corporation (MRO) | 0.0 | $1.5M | +44440% | 34k | 44.38 |
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| Ross Stores (ROST) | 0.0 | $1.5M | +26209% | 2.9k | 525.92 |
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| Cigna Corp (CI) | 0.0 | $1.5M | +98980% | 5.0k | 302.18 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $1.5M | +66200% | 13k | 117.81 |
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| Caterpillar (CAT) | 0.0 | $1.5M | +65060% | 3.3k | 453.65 |
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| Applied Materials (AMAT) | 0.0 | $1.5M | +45870% | 11k | 132.24 |
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| Metropcs Communications (TMUS) | 0.0 | $1.4M | +2835% | 8.3k | 173.69 |
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| Amgen (AMGN) | 0.0 | $1.4M | +4503% | 7.1k | 201.82 |
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| Atkore Intl (ATKR) | 0.0 | $1.4M | +45133% | 1.4k | 1061.16 |
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| Cummins (CMI) | 0.0 | $1.4M | +4713% | 5.2k | 276.40 |
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| Steel Dynamics (STLD) | 0.0 | $1.4M | +57400% | 6.9k | 205.36 |
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| Air Products & Chemicals (APD) | 0.0 | $1.4M | +31180% | 1.6k | 875.32 |
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| Paccar (PCAR) | 0.0 | $1.4M | +63214% | 8.9k | 154.22 |
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| Pioneer Natural Resources (PXD) | 0.0 | $1.3M | +59066% | 3.6k | 380.00 |
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| Best Buy (BBY) | 0.0 | $1.3M | +36100% | 6.2k | 216.28 |
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| Fiserv (FI) | 0.0 | $1.3M | +95360% | 9.5k | 139.12 |
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| Amphenol Corp Cl A (APH) | 0.0 | $1.3M | +1057% | 5.5k | 233.94 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $1.3M | +185190% | 57k | 22.14 |
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| TJX Companies (TJX) | 0.0 | $1.2M | +133976% | 17k | 69.99 |
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| Deere & Company (DE) | 0.0 | $1.2M | +47533% | 1.4k | 839.75 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $1.2M | +114412% | 9.2k | 130.23 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $1.2M | +7470% | 8.6k | 138.24 |
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| Goldman Sachs (GS) | 0.0 | $1.2M | +126666% | 3.8k | 304.23 |
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| Technipfmc (FTI) | 0.0 | $1.1M | +37201% | 21k | 53.99 |
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| United Rentals (URI) | 0.0 | $1.1M | +47800% | 2.4k | 478.91 |
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| Schlumberger Com Stk (SLB) | 0.0 | $1.1M | +36845% | 8.1k | 140.87 |
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| Travelers Companies (TRV) | 0.0 | $1.1M | +35857% | 5.0k | 227.06 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $1.1M | +37280% | 1.9k | 608.88 |
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| Cooper Cos Com New | 0.0 | $1.1M | +43800% | 1.3k | 861.81 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $1.1M | +36985% | 2.6k | 436.06 |
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| Reliance Steel & Aluminum (RS) | 0.0 | $1.1M | +48075% | 1.9k | 580.70 |
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| Morgan Stanley Com New (MS) | 0.0 | $1.1M | +33807% | 4.7k | 235.73 |
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| Cardinal Health (CAH) | 0.0 | $1.1M | +54909% | 6.1k | 183.28 |
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| Eaton Corp SHS (ETN) | 0.0 | $1.1M | +60825% | 4.9k | 225.32 |
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| Devon Energy Corporation (DVN) | 0.0 | $1.1M | +103300% | 25k | 43.80 |
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| Oshkosh Corporation (OSK) | 0.0 | $1.1M | +13150% | 1.3k | 818.11 |
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| Universal Hlth Svcs CL B (UHS) | 0.0 | $1.1M | +25057% | 1.8k | 605.91 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $1.1M | +74950% | 1.5k | 710.03 |
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| D.R. Horton (DHI) | 0.0 | $1.1M | +79926% | 12k | 88.64 |
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| Everest Re Group (EG) | 0.0 | $1.1M | +44200% | 1.3k | 798.34 |
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| International Business Machines (IBM) | 0.0 | $1.0M | +145542% | 10k | 102.78 |
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| Textron (TXT) | 0.0 | $1.0M | +50330% | 6.6k | 159.40 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $1.0M | +93783% | 5.6k | 185.34 |
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| Fifth Third Ban (FITB) | 0.0 | $1.0M | +80937% | 30k | 34.79 |
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| Biogen Idec (BIIB) | 0.0 | $1.0M | +48066% | 2.9k | 358.13 |
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| Carrier Global Corporation (CARR) | 0.0 | $1.0M | +17550% | 3.2k | 325.46 |
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| Amkor Technology (AMKR) | 0.0 | $1.0M | +31345% | 9.7k | 105.77 |
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| General Electric Com New (GE) | 0.0 | $1.0M | +5194% | 11k | 90.54 |
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| Jabil Circuit (JBL) | 0.0 | $1.0M | +25812% | 4.1k | 245.78 |
|
| Hess (HES) | 0.0 | $1.0M | +464% | 2.3k | 434.17 |
|
| Coca-Cola Company (KO) | 0.0 | $1.0M | +43511% | 7.4k | 135.15 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $1000k | -29% | 12.00 | 83333.33 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $991k | +69155% | 20k | 49.34 |
|
| Te Connectivity SHS (TEL) | 0.0 | $984k | +37485% | 2.6k | 374.00 |
|
| Abbvie (ABBV) | 0.0 | $981k | +87272% | 9.6k | 102.07 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $980k | +73100% | 1.5k | 669.40 |
|
| Trane Technologies SHS (TT) | 0.0 | $976k | +75125% | 3.0k | 324.36 |
|
| Lattice Semiconductor (LSCC) | 0.0 | $966k | +34357% | 4.8k | 200.25 |
|
| Arista Networks (ANET) | 0.0 | $942k | +31825% | 1.3k | 737.67 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $937k | +83572% | 15k | 62.21 |
|
| American Express Company (AXP) | 0.0 | $937k | +1052% | 2.1k | 441.98 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $936k | +80450% | 1.6k | 581.01 |
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $934k | +29653% | 3.9k | 241.47 |
|
| Phillips 66 (PSX) | 0.0 | $932k | +76033% | 14k | 68.01 |
|
| McKesson Corporation (MCK) | 0.0 | $926k | +97900% | 2.0k | 472.45 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $921k | +1038% | 1.2k | 800.87 |
|
| Flex Ord (FLEX) | 0.0 | $914k | +130% | 69.00 | 13246.38 |
|
| PNC Financial Services (PNC) | 0.0 | $914k | +85000% | 4.3k | 214.70 |
|
| Gartner (IT) | 0.0 | $902k | +3456% | 2.7k | 333.70 |
|
| Qorvo (QRVO) | 0.0 | $901k | +49612% | 4.0k | 226.55 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $895k | +69400% | 4.9k | 183.97 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $891k | +88158% | 11k | 84.13 |
|
| Diodes Incorporated (DIOD) | 0.0 | $886k | +22318% | 2.5k | 359.29 |
|
| Advanced Micro Devices (AMD) | 0.0 | $884k | +214000% | 19k | 45.88 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $882k | +37250% | 2.2k | 393.57 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $878k | +58400% | 1.2k | 750.43 |
|
| Ptc (PTC) | 0.0 | $876k | +63300% | 3.2k | 276.20 |
|
| Teradyne (TER) | 0.0 | $868k | +60025% | 4.8k | 180.46 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $867k | +33882% | 5.8k | 150.08 |
|
| Starbucks Corporation (SBUX) | 0.0 | $864k | +92233% | 8.3k | 103.97 |
|
| Emcor (EME) | 0.0 | $862k | +52025% | 2.1k | 413.43 |
|
| First Solar (FSLR) | 0.0 | $861k | +62580% | 3.1k | 274.73 |
|
| FleetCor Technologies | 0.0 | $848k | +73333% | 2.2k | 384.93 |
|
| Vistra Energy (VST) | 0.0 | $847k | +34518% | 13k | 64.39 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $846k | +7658% | 40k | 21.01 |
|
| News Corp Cl A (NWSA) | 0.0 | $835k | +49141% | 17k | 49.87 |
|
| Watts Water Technologies Cl A (WTS) | 0.0 | $833k | +30075% | 1.2k | 690.14 |
|
| Casey's General Stores (CASY) | 0.0 | $824k | +40300% | 1.2k | 679.87 |
|
| Vishay Intertechnology (VSH) | 0.0 | $815k | +29423% | 10k | 81.19 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $814k | +44671% | 3.1k | 259.73 |
|
| Howmet Aerospace (HWM) | 0.0 | $812k | +30783% | 5.6k | 146.07 |
|
| Customers Ban (CUBI) | 0.0 | $807k | +41335% | 5.8k | 139.11 |
|
| Williams Companies (WMB) | 0.0 | $801k | +105282% | 24k | 33.05 |
|
| Halliburton Company (HAL) | 0.0 | $795k | +77936% | 17k | 46.31 |
|
| East West Ban (EWBC) | 0.0 | $791k | +34990% | 3.9k | 204.92 |
|
| Lam Research Corporation (LRCX) | 0.0 | $783k | +241900% | 2.4k | 323.55 |
|
| Moody's Corporation (MCO) | 0.0 | $781k | +47250% | 947.00 | 824.71 |
|
| Visa Com Cl A (V) | 0.0 | $781k | +1484% | 13k | 62.54 |
|
| Valero Energy Corporation (VLO) | 0.0 | $780k | +46128% | 6.5k | 120.52 |
|
| Omni (OMC) | 0.0 | $779k | +8966% | 816.00 | 954.66 |
|
| Ameriprise Financial (AMP) | 0.0 | $760k | +59050% | 1.2k | 642.43 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $755k | +131036% | 58k | 13.08 |
|
| Hp (HPQ) | 0.0 | $752k | +110348% | 28k | 27.23 |
|
| Assured Guaranty (AGO) | 0.0 | $748k | +63130% | 6.3k | 118.30 |
|
| American Intl Group Com New (AIG) | 0.0 | $747k | +54313% | 12k | 62.37 |
|
| Fortive (FTV) | 0.0 | $736k | +55392% | 7.2k | 102.02 |
|
| Roku Com Cl A (ROKU) | 0.0 | $733k | +59550% | 4.8k | 153.60 |
|
Past Filings by TFO Wealth Partners
SEC 13F filings are viewable for TFO Wealth Partners going back to 2019
- TFO Wealth Partners 2023 Q4 filed Feb. 12, 2024
- TFO Wealth Partners 2023 Q3 filed Nov. 2, 2023
- Tfo-tdc 2023 Q2 filed Aug. 14, 2023
- Tfo-tdc 2023 Q1 filed May 3, 2023
- Tfo-tdc 2022 Q4 filed Feb. 3, 2023
- Tfo-tdc 2022 Q3 filed Nov. 8, 2022
- Tfo-tdc 2022 Q2 filed July 18, 2022
- Tfo-tdc 2022 Q1 filed April 25, 2022
- Tfo-tdc 2021 Q4 filed Jan. 21, 2022
- Tfo-tdc 2021 Q3 filed Nov. 10, 2021
- Tfo-tdc 2021 Q2 filed July 14, 2021
- Tfo-tdc 2021 Q1 filed April 22, 2021
- Tfo-tdc 2020 Q4 filed Jan. 29, 2021
- Tfo-tdc 2020 Q3 filed Oct. 14, 2020
- Tfo-tdc 2020 Q2 filed July 17, 2020
- Tfo-tdc 2020 Q1 filed April 20, 2020