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TSFG

Latest statistics and disclosures from TSFG's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWF, DYNF, SPYV, ABBV, VTI, and represent 24.20% of TSFG's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$12M), XLG (+$6.4M), BAI, SHLD, IEMG, SPYV, IAU, SPTI, FBND, ITA.
Started 75 new stock positions in VUSB, FLTR, RTO, Firefly Aerospace, SRPT, AME, PASG, FTSL, JPST, IAG.
Reduced shares in these 10 stocks: XLK (-$5.2M), SPHQ, BIDD, FLXR, VTI, VOT, IWF, GRW, PWRD, SPY.
Sold out of its positions in AFRM, AIG, ARCC, BTX, CSQ, Chargepoint Holdings Inc Com Cl A, CWEN, GRW, EXR, FXR.
TSFG was a net buyer of stock by $35M.
TSFG has $630M in assets under management (AUM), dropping by 13.91%.
Central Index Key (CIK): 0001800513

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Portfolio Holdings for TSFG

TSFG holds 872 positions in its portfolio as reported in the September 2025 quarterly 13F filing

TSFG has 872 total positions. Only the first 250 positions are shown.

Sign up to view all of the TSFG Sept. 30, 2025 positions
Download the TSFG September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell MF Closed and MF Open (IWF)	5.7	$36M		77k	468.41	View chart
Ishares U S MF Closed and MF Open (DYNF)	5.7	$36M	+53%	602k	59.20	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	5.1	$32M	+10%	579k	55.33	View chart
Abbvie Common Stock (ABBV)	4.5	$29M	+2%	123k	231.54	View chart
Vanguard Total MF Closed and MF Open (VTI)	3.2	$20M	-5%	61k	328.16	View chart
Vanguard S&p MF Closed and MF Open (VOO)	3.2	$20M	+3%	33k	612.38	View chart
Ishares Core MF Closed and MF Open (IEMG)	2.9	$18M	+19%	280k	65.92	View chart
Technology Select MF Closed and MF Open (XLK)	2.7	$17M	-23%	60k	281.86	View chart
Abbott Laboratories Common Stock (ABT)	2.4	$15M	+6%	114k	133.94	View chart
Ishares Msci MF Closed and MF Open (QUAL)	2.4	$15M	+11%	78k	194.50	View chart
Apple Common Stock (AAPL)	2.4	$15M		59k	254.62	View chart
Spdr Intermediate MF Closed and MF Open (SPTI)	2.3	$14M	+15%	492k	28.90	View chart
SPDR S&P MF Closed and MF Open (SPY)	2.1	$13M	-3%	20k	666.19	View chart
Spdr Aggregate MF Closed and MF Open (SPAB)	1.9	$12M	+3%	464k	25.85	View chart
Invesco S&p MF Closed and MF Open (XLG)	1.9	$12M	+115%	207k	57.52	View chart
Nvidia Corp Common Stock (NVDA)	1.9	$12M		64k	186.58	View chart
Invesco S&p MF Closed and MF Open (SPHQ)	1.8	$11M	-23%	155k	73.29	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	1.8	$11M		18k	600.37	View chart
Ishares Gold Common Stock (IAU)	1.7	$11M	+32%	150k	72.77	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	1.6	$10M	+4%	161k	62.91	View chart
Xtrackers MF Closed and MF Open (HDEF)	1.4	$8.9M	+4%	303k	29.42	View chart
Amazon Common Stock (AMZN)	1.4	$8.9M		41k	219.57	View chart
Ishares A I MF Closed and MF Open (BAI)	1.3	$8.3M	+75%	243k	34.16	View chart
Fidelity Total MF Closed and MF Open (FBND)	1.2	$7.3M	+35%	158k	46.24	View chart
Ishares Core MF Closed and MF Open (IAGG)	1.2	$7.2M	+22%	141k	51.23	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	1.1	$7.2M		69k	104.50	View chart
Capital Group MF Closed and MF Open (CGCB)	1.1	$7.1M	+4%	268k	26.58	View chart
Ishares Flexible MF Closed and MF Open (BINC)	1.1	$7.1M	+9%	133k	53.24	View chart
Ishares U S MF Closed and MF Open (THRO)	1.0	$6.6M	+24%	174k	37.86	View chart
Ishares Core MF Closed and MF Open (ITOT)	1.0	$6.4M	-3%	44k	145.66	View chart
Microsoft Corp Common Stock (MSFT)	0.9	$5.7M		11k	518.00	View chart
Edwards Lifesciences Common Stock (EW)	0.9	$5.6M		72k	77.78	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.9	$5.6M	-5%	30k	186.49	View chart
Tesla Common Stock (TSLA)	0.9	$5.5M	-3%	12k	444.76	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.8	$5.0M	+11%	20k	256.46	View chart
Spdr Mortgage MF Closed and MF Open (SPMB)	0.8	$4.9M	+2%	219k	22.44	View chart
TCW TR MF Closed and MF Open (PWRD)	0.6	$4.1M	-10%	42k	97.68	View chart
First Trust MF Closed and MF Open (LGOV)	0.6	$4.0M	+4%	186k	21.75	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.6	$3.9M	-3%	13k	293.70	View chart
Alphabet Common Stock (GOOG)	0.6	$3.9M		16k	243.52	View chart
Wisdomtree Intl MF Closed and MF Open (IQDG)	0.6	$3.9M	+3%	98k	39.88	View chart
Nyli Ftse MF Closed and MF Open (HFXI)	0.6	$3.8M	+9%	122k	31.01	View chart
First Trust MF Closed and MF Open (BUFR)	0.6	$3.7M	+3%	110k	33.42	View chart
Global X MF Closed and MF Open (SHLD)	0.6	$3.5M	NEW	51k	70.24	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.5	$3.0M		4.1k	746.50	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.4	$2.8M		15k	189.73	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.4	$2.7M	-3%	8.2k	326.33	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.4	$2.6M		13k	206.53	View chart
Vanguard Mid MF Closed and MF Open (VOT)	0.4	$2.6M	-18%	8.8k	293.78	View chart
Tcw Flexible MF Closed and MF Open (FLXR)	0.4	$2.6M	-35%	64k	39.79	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.4	$2.5M	-6%	4.9k	502.84	View chart
Baxter Intl Common Stock (BAX)	0.4	$2.3M	+26%	101k	22.77	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.4	$2.3M	-6%	19k	120.70	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.4	$2.2M	+25%	34k	65.01	View chart
Grayscale Bitcoin Common Stock (GBTC)	0.4	$2.2M		25k	89.78	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.3	$2.0M	+5%	23k	87.30	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.3	$2.0M	-9%	5.5k	365.43	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.3	$1.8M	-3%	7.6k	241.95	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.3	$1.8M	-8%	3.0k	595.95	View chart
Salesforce Common Stock (CRM)	0.3	$1.7M		7.2k	237.03	View chart
Ishares Aerospace MF Closed and MF Open (ITA)	0.3	$1.7M	+12242%	8.1k	209.31	View chart
Constellation Energy Common Stock (CEG)	0.2	$1.5M	+17%	4.7k	329.08	View chart
Vanguard Large MF Closed and MF Open (VV)	0.2	$1.5M		4.8k	307.90	View chart
Healthcare Select MF Closed and MF Open (XLV)	0.2	$1.5M	-7%	11k	139.22	View chart
Exxon Mobil Common Stock (XOM)	0.2	$1.5M	+4%	13k	112.71	View chart
Netflix Common Stock (NFLX)	0.2	$1.5M	+4%	1.2k	1199.01	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.2	$1.4M	-16%	9.8k	142.40	View chart
Walmart Common Stock (WMT)	0.2	$1.4M	+6%	14k	103.09	View chart
Meta Platforms Common Stock (META)	0.2	$1.4M	+2%	1.9k	734.30	View chart
Financial Select MF Closed and MF Open (XLF)	0.2	$1.3M		25k	53.87	View chart
Cardinal Health Common Stock (CAH)	0.2	$1.3M		8.4k	156.94	View chart
Jpmorgan Chase Common Stock (JPM)	0.2	$1.3M	+2%	4.1k	315.48	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.2	$1.3M		2.7k	479.83	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.2	$1.3M		13k	96.55	View chart
Spdr Gold Common Stock (GLD)	0.2	$1.3M	-2%	3.5k	355.36	View chart
Industrial Select MF Closed and MF Open (XLI)	0.2	$1.2M	-3%	7.9k	154.18	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.2	$1.2M		5.6k	215.81	View chart
Spdr Russell MF Closed and MF Open (ONEV)	0.2	$1.2M	-16%	9.0k	133.08	View chart
Cvs Health Common Stock (CVS)	0.2	$1.1M	-2%	15k	75.40	View chart
Ishares Jpmorgan MF Closed and MF Open (EMB)	0.2	$1.1M		12k	95.22	View chart
Costco Wholesale Common Stock (COST)	0.2	$1.1M	+6%	1.2k	925.80	View chart
Palantir Technologies Common Stock (PLTR)	0.2	$1.1M	+10%	6.1k	182.47	View chart
Ishares Core MF Closed and MF Open (AGG)	0.2	$1.1M		11k	100.29	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.2	$1.1M	-2%	5.4k	203.55	View chart
Bloom Energy Common Stock (BE)	0.2	$1.1M	+4%	13k	84.55	View chart
Ishares Core MF Closed and MF Open (IJH)	0.2	$1.0M	-10%	16k	65.27	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.2	$978k		21k	46.71	View chart
Alphabet Common Stock (GOOGL)	0.1	$930k	+2%	3.8k	243.14	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$926k	-2%	3.0k	303.71	View chart
Ishares Core MF Closed and MF Open (IVV)	0.1	$880k		1.3k	669.71	View chart
Invesco Buyback MF Closed and MF Open (PKW)	0.1	$861k	-7%	6.5k	132.42	View chart
Ishares National MF Closed and MF Open (MUB)	0.1	$826k	-6%	7.8k	106.53	View chart
Procter & Gamble Common Stock (PG)	0.1	$711k		4.6k	153.70	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.1	$669k	-6%	2.2k	297.60	View chart
Chevron Corp Common Stock (CVX)	0.1	$666k	+9%	4.3k	155.39	View chart
T Rowe MF Closed and MF Open (TCAF)	0.1	$663k		18k	37.70	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$617k		1.4k	447.10	View chart
Ishares Ultra MF Closed and MF Open (ICSH)	0.1	$609k	-14%	12k	50.76	View chart
Ishares Core MF Closed and MF Open (IJR)	0.1	$606k	-7%	5.1k	118.75	View chart
Goldman Sachs Common Stock (GS)	0.1	$603k	+18%	758.00	795.51	View chart
Snowflake Common Stock (SNOW)	0.1	$598k		2.7k	225.66	View chart
Wec Energy Common Stock (WEC)	0.1	$584k	+422%	5.1k	114.55	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$568k		3.1k	185.56	View chart
Invesco S&p MF Closed and MF Open (RWJ)	0.1	$561k	+4%	12k	48.32	View chart
Oracle Corp Common Stock (ORCL)	0.1	$557k	-5%	2.0k	281.31	View chart
Strategy Common Stock (MSTR)	0.1	$550k	+8%	1.7k	322.01	View chart
Ford Motor Common Stock (F)	0.1	$549k	-2%	46k	11.96	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.1	$542k		6.4k	84.06	View chart
Exelon Corp Common Stock (EXC)	0.1	$533k		12k	45.02	View chart
Eli Lilly Common Stock (LLY)	0.1	$521k	-8%	683.00	762.81	View chart
Vistra Corp Common Stock (VST)	0.1	$511k	+28855%	2.6k	196.09	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.1	$509k		6.9k	73.53	View chart
Rambus Common Stock (RMBS)	0.1	$501k	+868%	4.8k	104.24	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.1	$500k		2.4k	208.68	View chart
Cintas Corp Common Stock (CTAS)	0.1	$493k		2.4k	205.42	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.1	$485k		18k	27.32	View chart
Ishares Intl MF Closed and MF Open (BIDD)	0.1	$485k	-76%	17k	27.97	View chart
First Trust MF Closed and MF Open (FSIG)	0.1	$482k	NEW	25k	19.21	View chart
Philip Morris Common Stock (PM)	0.1	$464k	-2%	2.9k	162.18	View chart
First Trust MF Closed and MF Open (CIBR)	0.1	$460k		6.1k	76.03	View chart
Ishares 0-5 MF Closed and MF Open (STIP)	0.1	$458k	+16%	4.4k	103.41	View chart
Invesco S&p MF Closed and MF Open (RSPS)	0.1	$428k		15k	29.23	View chart
Energy Select MF Closed and MF Open (XLE)	0.1	$420k	-12%	4.7k	89.36	View chart
Sempra Common Stock (SRE)	0.1	$407k	+189%	4.5k	89.92	View chart
Ishares Core MF Closed and MF Open (HDV)	0.1	$400k		3.3k	122.32	View chart
Altria Group Common Stock (MO)	0.1	$396k		6.0k	66.10	View chart
Walt Disney Common Stock (DIS)	0.1	$381k		3.3k	114.59	View chart
Ishares 3-7yr MF Closed and MF Open (IEI)	0.1	$377k	-4%	3.2k	119.61	View chart
Spdr Ssga MF Closed and MF Open (LGLV)	0.1	$376k	-43%	2.1k	178.37	View chart
Bank America Common Stock (BAC)	0.1	$375k	-3%	7.3k	51.56	View chart
Ishares Core MF Closed and MF Open (ILTB)	0.1	$374k		7.4k	50.54	View chart
Cisco Systems Common Stock (CSCO)	0.1	$372k	-4%	5.4k	68.43	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.1	$371k		3.9k	95.23	View chart
Honeywell Intl Common Stock (HON)	0.1	$371k		1.8k	210.56	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$363k		4.3k	84.50	View chart
Ishares Msci MF Closed and MF Open (EMXC)	0.1	$360k		5.3k	67.50	View chart
Ishares Conv MF Closed and MF Open (ICVT)	0.1	$360k	-6%	3.6k	100.17	View chart
Pepsico Common Stock (PEP)	0.1	$359k		2.6k	140.51	View chart
Uber Technologies Common Stock (UBER)	0.1	$352k	+220%	3.6k	97.86	View chart
Ishares Short MF Closed and MF Open (SUB)	0.1	$351k		3.3k	106.78	View chart
Consumer Discretionary MF Closed and MF Open (XLY)	0.1	$350k		1.5k	239.73	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.1	$350k	-36%	1.3k	270.90	View chart
Spdr Series MF Closed and MF Open (SDY)	0.1	$343k		2.4k	140.23	View chart
Ishares Msci MF Closed and MF Open (EEM)	0.1	$333k		6.2k	53.38	View chart
Pentair Common Stock (PNR)	0.1	$327k		2.9k	110.92	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.1	$323k		1.9k	174.41	View chart
Home Depot Common Stock (HD)	0.0	$311k		767.00	405.48	View chart
Coinbase Global Common Stock (COIN)	0.0	$307k	+12%	910.00	337.36	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.0	$303k	+2%	3.2k	93.40	View chart
Mckesson Corp Common Stock (MCK)	0.0	$300k		388.00	773.20	View chart
At&t Common Stock (T)	0.0	$291k		10k	28.28	View chart
Shopify Common Stock (SHOP)	0.0	$290k		2.0k	148.72	View chart
Lpl Financial Common Stock (LPLA)	0.0	$288k		865.00	332.95	View chart
Bitmine Immersion Common Stock (BMNR)	0.0	$286k	NEW	5.5k	52.00	View chart
Sherwin Williams Common Stock (SHW)	0.0	$275k		795.00	345.91	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.0	$265k	-5%	5.7k	46.34	View chart
Axon Enterprise Common Stock (AXON)	0.0	$262k	-6%	365.00	717.81	View chart
Illinois Tool Common Stock (ITW)	0.0	$252k	-7%	965.00	261.14	View chart
Grayscale Bitcoin Common Stock (BTC)	0.0	$248k		4.9k	50.57	View chart
Takeda Pharmaceutical Common Stock (TAK)	0.0	$236k		16k	14.65	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.0	$236k		910.00	259.34	View chart
Visa Common Stock (V)	0.0	$235k	+2%	689.00	341.07	View chart
Deere & Co Common Stock (DE)	0.0	$228k		499.00	456.91	View chart
Ishares Future MF Closed and MF Open (ARTY)	0.0	$227k		5.0k	45.73	View chart
Allstate Corp Common Stock (ALL)	0.0	$225k		1.0k	214.90	View chart
Ishares Russ MF Closed and MF Open (IWS)	0.0	$222k		1.6k	139.62	View chart
Ulta Beauty Common Stock (ULTA)	0.0	$214k		392.00	545.92	View chart
Dell Technologies Common Stock (DELL)	0.0	$212k		1.5k	142.00	View chart
Principal Financial Common Stock (PFG)	0.0	$211k		2.5k	82.81	View chart
Wintrust Financial Common Stock (WTFC)	0.0	$207k		1.6k	132.69	View chart
Lockheed Martin Common Stock (LMT)	0.0	$205k	+18%	410.00	500.00	View chart
Vanguard Long MF Closed and MF Open (VGLT)	0.0	$201k		3.5k	56.97	View chart
Rtx Corp Common Stock (RTX)	0.0	$201k	+2%	1.2k	167.36	View chart
Waste Management Common Stock (WM)	0.0	$200k	+2%	907.00	220.51	View chart
Coca Cola Company Common Stock (KO)	0.0	$197k	+12%	3.0k	66.26	View chart
Schlumberger Common Stock (SLB)	0.0	$195k	NEW	5.7k	34.30	View chart
Woodward Common Stock (WWD)	0.0	$195k	+2%	771.00	252.92	View chart
First Trust MF Closed and MF Open (AIRR)	0.0	$187k	+318%	1.9k	96.79	View chart
Tractor Supply Common Stock (TSCO)	0.0	$182k	+45%	3.2k	56.88	View chart
Boeing Company Common Stock (BA)	0.0	$182k	-14%	845.00	215.38	View chart
Ppg Industries Common Stock (PPG)	0.0	$181k		1.7k	105.05	View chart
Ishares Global MF Closed and MF Open (IOO)	0.0	$180k		1.5k	120.00	View chart
Guggenheim Strategic MF Closed and MF Open (GOF)	0.0	$173k	-3%	12k	15.02	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$172k	-12%	498.00	345.38	View chart
General Dynamics Common Stock (GD)	0.0	$172k		504.00	341.27	View chart
Proshares S&p MF Closed and MF Open (NOBL)	0.0	$172k	-31%	1.7k	102.87	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.0	$170k		2.8k	59.84	View chart
Morgan Stanley Common Stock (MS)	0.0	$169k		1.1k	158.54	View chart
Nuveen P MF Closed and MF Open (JPC)	0.0	$166k		20k	8.21	View chart
Intel Corp Common Stock (INTC)	0.0	$166k	-17%	5.0k	33.50	View chart
Marriott Intl Common Stock (MAR)	0.0	$165k		635.00	259.84	View chart
Citigroup Common Stock (C)	0.0	$164k	-5%	1.6k	101.42	View chart
Occidental Petroleum Common Stock (OXY)	0.0	$161k		3.4k	47.28	View chart
Marvell Technology Common Stock (MRVL)	0.0	$158k		1.9k	84.27	View chart
Nvent Electric Common Stock (NVT)	0.0	$157k		1.6k	98.74	View chart
Mondelez International Common Stock (MDLZ)	0.0	$157k		2.5k	62.43	View chart
American Electric Common Stock (AEP)	0.0	$156k		1.4k	112.72	View chart
Brookfield Renewable Common Stock (BEPC)	0.0	$155k	+47%	4.5k	34.42	View chart
Vanguard Small MF Closed and MF Open (VB)	0.0	$154k	-21%	606.00	254.13	View chart
Ishares Russell MF Closed and MF Open (IWV)	0.0	$152k		400.00	380.00	View chart
Merck & Company Common Stock (MRK)	0.0	$149k		1.8k	83.80	View chart
Capital One Common Stock (COF)	0.0	$146k		687.00	212.52	View chart
Spdr Portfolio MF Closed and MF Open (SPTS)	0.0	$145k	+4%	4.9k	29.33	View chart
BP Common Stock (BP)	0.0	$144k		4.2k	34.40	View chart
Conocophillips Common Stock (COP)	0.0	$144k		1.5k	94.86	View chart
Gilead Sciences Common Stock (GILD)	0.0	$144k		1.3k	110.94	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.0	$142k		1.8k	78.37	View chart
Diamondback Energy Common Stock (FANG)	0.0	$140k		981.00	142.71	View chart
Draftkings Common Stock (DKNG)	0.0	$139k		3.7k	37.53	View chart
Advanced Micro Common Stock (AMD)	0.0	$138k		852.00	161.97	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.0	$137k		832.00	164.66	View chart
Vanguard High MF Closed and MF Open (VYM)	0.0	$137k		972.00	140.95	View chart
Invesco Intl MF Closed and MF Open (PID)	0.0	$137k		6.5k	21.24	View chart
Becton Dickinson Common Stock (BDX)	0.0	$136k		727.00	187.07	View chart
Ishares Morningstar MF Closed and MF Open (ILCG)	0.0	$136k		1.3k	104.62	View chart
Verizon Communications Common Stock (VZ)	0.0	$136k	-3%	3.1k	44.01	View chart
Intl Business Common Stock (IBM)	0.0	$134k	+19%	475.00	282.11	View chart
Invesco S&p MF Closed and MF Open (RPG)	0.0	$131k		2.7k	47.81	View chart
General Motors Common Stock (GM)	0.0	$129k	+19%	2.1k	60.82	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.0	$128k		4.0k	31.94	View chart
Pfizer Common Stock (PFE)	0.0	$128k	-5%	5.0k	25.52	View chart
Ge Aerospace Common Stock (GE)	0.0	$124k		411.00	301.70	View chart
Vanguard Consumer MF Closed and MF Open (VCR)	0.0	$124k		314.00	394.90	View chart
Old Second Common Stock (OSBC)	0.0	$123k	+29%	7.1k	17.26	View chart
Caterpillar Common Stock (CAT)	0.0	$121k	-8%	254.00	476.38	View chart
Phillips Edison Common Stock (PECO)	0.0	$120k		3.5k	34.39	View chart
Ishares Global MF Closed and MF Open (IGF)	0.0	$119k	-2%	1.9k	61.06	View chart
Curtiss Wright Corp De Common Stock (CW)	0.0	$118k		217.00	543.78	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.0	$118k	+9%	1.7k	67.78	View chart
Vanguard Municipal MF Closed and MF Open (VTEB)	0.0	$117k		2.3k	50.02	View chart
Nyli Mackay MF Closed and MF Open (MMIT)	0.0	$115k	-12%	4.7k	24.29	View chart
Arm Holdings Common Stock (ARM)	0.0	$114k	-69%	807.00	141.26	View chart
Vanguard Long MF Closed and MF Open (VCLT)	0.0	$113k	-3%	1.5k	77.93	View chart
Hims & Hers Common Stock (HIMS)	0.0	$111k	-33%	2.0k	56.92	View chart
Dupont De Common Stock (DD)	0.0	$111k		1.4k	78.06	View chart
Ishares High MF Closed and MF Open (HIMU)	0.0	$111k	+8%	2.3k	49.29	View chart
Chipotle Mexican Common Stock (CMG)	0.0	$111k	-20%	2.8k	39.07	View chart
Ishares Msci MF Closed and MF Open (EEMV)	0.0	$109k	-7%	1.7k	64.08	View chart
Wells Fargo Common Stock (WFC)	0.0	$106k	+2%	1.3k	83.46	View chart
First Trust MF Closed and MF Open (FDL)	0.0	$106k		2.4k	43.35	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$106k	+4%	381.00	278.22	View chart
Entergy Corp Common Stock (ETR)	0.0	$104k		1.1k	93.02	View chart
Rocket Lab Common Stock (RKLB)	0.0	$104k		2.2k	47.82	View chart
Blackrock Fdg Common Stock (BLK)	0.0	$104k	+4%	90.00	1155.56	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.0	$103k		416.00	247.60	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.0	$103k	+10%	492.00	209.35	View chart
Shell Common Stock (SHEL)	0.0	$103k		1.4k	71.73	View chart
Ishares Morningstar MF Closed and MF Open (ILCB)	0.0	$102k		1.1k	91.97	View chart
Ishares Russell MF Closed and MF Open (IWO)	0.0	$101k		316.00	319.62	View chart
Nextera Energy Common Stock (NEE)	0.0	$100k		1.3k	75.59	View chart

Past Filings by TSFG

SEC 13F filings are viewable for TSFG going back to 2019

TSFG 2025 Q3 filed Nov. 4, 2025
TSFG 2025 Q2 filed Aug. 5, 2025
TSFG 2025 Q1 filed April 24, 2025
TSFG 2024 Q4 filed Jan. 13, 2025
TSFG 2024 Q3 filed Oct. 15, 2024
TSFG 2024 Q2 filed July 16, 2024
TSFG 2024 Q1 filed April 16, 2024
TSFG 2023 Q4 filed Jan. 24, 2024
TSFG 2023 Q3 filed Oct. 10, 2023
TSFG 2023 Q2 filed July 10, 2023
TSFG 2023 Q1 filed April 21, 2023
TSFG 2022 Q4 filed Jan. 19, 2023
TSFG 2022 Q3 filed Oct. 20, 2022
TSFG 2022 Q2 filed July 13, 2022
TSFG 2022 Q1 filed April 25, 2022
TSFG 2021 Q4 filed Feb. 10, 2022

View all past filings

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