TFG Advisers as of March 31, 2020
Portfolio Holdings for TFG Advisers
TFG Advisers holds 142 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 4.1 | $5.2M | 20k | 254.24 | |
| Microsoft Corporation (MSFT) | 3.9 | $4.9M | 31k | 157.68 | |
| Automatic Data Processing (ADP) | 3.2 | $4.1M | 30k | 136.66 | |
| Amazon (AMZN) | 3.0 | $3.8M | 2.0k | 1949.29 | |
| American Tower Reit (AMT) | 2.9 | $3.7M | 17k | 217.70 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $3.1M | 35k | 90.01 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 2.1 | $2.6M | 55k | 47.85 | |
| Union Pacific Corporation (UNP) | 2.1 | $2.6M | 19k | 141.01 | |
| Costco Wholesale Corporation (COST) | 1.8 | $2.2M | 7.8k | 285.09 | |
| Stryker Corporation (SYK) | 1.7 | $2.2M | 13k | 166.43 | |
| Johnson & Johnson (JNJ) | 1.7 | $2.1M | 16k | 131.13 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 1.6 | $2.1M | 65k | 31.83 | |
| American Electric Power Company (AEP) | 1.6 | $2.0M | 25k | 79.97 | |
| Nextera Energy (NEE) | 1.5 | $1.9M | 8.0k | 240.56 | |
| At&t (T) | 1.5 | $1.9M | 65k | 29.14 | |
| Procter & Gamble Company (PG) | 1.5 | $1.9M | 17k | 110.00 | |
| Dominion Resources (D) | 1.4 | $1.8M | 25k | 72.16 | |
| Pepsi (PEP) | 1.4 | $1.8M | 15k | 120.08 | |
| Visa (V) | 1.4 | $1.8M | 11k | 161.05 | |
| First Trust Value Line Dividend Indx Fnd (FVD) | 1.4 | $1.7M | 63k | 27.68 | |
| WisdomTree MidCap Dividend Fund (DON) | 1.4 | $1.7M | 71k | 24.16 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 1.3 | $1.7M | 30k | 56.23 | |
| First Trust/Four Corners SFRI Fund II (FCT) | 1.3 | $1.6M | 172k | 9.51 | |
| Wp Carey (WPC) | 1.3 | $1.6M | 28k | 58.08 | |
| UnitedHealth (UNH) | 1.3 | $1.6M | 6.4k | 249.33 | |
| Illinois Tool Works (ITW) | 1.2 | $1.5M | 10k | 142.03 | |
| Southern Company (SO) | 1.1 | $1.4M | 27k | 54.14 | |
| Verizon Communications (VZ) | 1.0 | $1.3M | 24k | 53.70 | |
| Invesco Emerging Markets S etf (PCY) | 1.0 | $1.3M | 55k | 23.89 | |
| Skyworks Solutions (SWKS) | 0.9 | $1.2M | 13k | 89.33 | |
| Home Depot (HD) | 0.9 | $1.1M | 6.0k | 186.60 | |
| Intel Corporation (INTC) | 0.9 | $1.1M | 20k | 54.12 | |
| Norfolk Southern (NSC) | 0.8 | $1.1M | 7.3k | 145.91 | |
| Chevron Corporation (CVX) | 0.8 | $1.1M | 15k | 72.44 | |
| Cisco Systems (CSCO) | 0.8 | $1.0M | 27k | 39.29 | |
| WisdomTree SmallCap Dividend Fund (DES) | 0.8 | $1.0M | 58k | 18.01 | |
| Microchip Technology (MCHP) | 0.8 | $1.0M | 15k | 67.77 | |
| SPDR DJ Wilshire Small Cap | 0.8 | $1.0M | 21k | 48.42 | |
| American Water Works (AWK) | 0.8 | $1.0M | 8.5k | 119.53 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.8 | $1.0M | 8.3k | 123.46 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.8 | $983k | 9.5k | 103.34 | |
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $969k | 834.00 | 1161.87 | |
| Coca-Cola Company (KO) | 0.8 | $956k | 22k | 44.24 | |
| McDonald's Corporation (MCD) | 0.8 | $944k | 5.7k | 165.21 | |
| iShares S&P 100 Index (OEF) | 0.8 | $951k | 8.0k | 118.61 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.8 | $949k | 17k | 56.10 | |
| Nike (NKE) | 0.7 | $936k | 11k | 82.71 | |
| Walt Disney Company (DIS) | 0.7 | $907k | 9.4k | 96.54 | |
| Honeywell International (HON) | 0.7 | $900k | 6.7k | 133.73 | |
| Consolidated Edison (ED) | 0.7 | $866k | 11k | 77.97 | |
| Abbvie (ABBV) | 0.7 | $841k | 11k | 76.18 | |
| Vanguard Emerging Markets ETF (VWO) | 0.7 | $837k | 25k | 33.53 | |
| Invesco unit investment (PID) | 0.6 | $786k | 69k | 11.34 | |
| First Trust NASDAQ-100 Tech Sector InETF (QTEC) | 0.6 | $757k | 9.0k | 84.43 | |
| Realty Income (O) | 0.6 | $747k | 15k | 49.83 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.6 | $735k | 16k | 46.88 | |
| Cummins (CMI) | 0.6 | $709k | 5.2k | 135.20 | |
| Boeing Company (BA) | 0.6 | $711k | 4.8k | 148.99 | |
| L3harris Technologies (LHX) | 0.6 | $709k | 3.9k | 179.99 | |
| SPDR S&P Dividend (SDY) | 0.6 | $693k | 8.7k | 79.77 | |
| Domino's Pizza (DPZ) | 0.5 | $684k | 2.1k | 324.02 | |
| Kinder Morgan (KMI) | 0.5 | $678k | 49k | 13.92 | |
| MasterCard Incorporated (MA) | 0.5 | $663k | 2.7k | 241.62 | |
| United Technologies Corporation | 0.5 | $674k | 7.1k | 94.31 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $653k | 17k | 37.96 | |
| Paypal Holdings (PYPL) | 0.5 | $620k | 6.5k | 95.68 | |
| First Trust Tech AlphaDEX Fnd (FXL) | 0.5 | $605k | 10k | 59.40 | |
| Invesco Cef Income Composite Etf (PCEF) | 0.5 | $603k | 35k | 17.48 | |
| DTE Energy Company (DTE) | 0.5 | $578k | 6.1k | 94.89 | |
| First Trust Amex Biotech Index Fnd (FBT) | 0.5 | $576k | 4.4k | 131.09 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $561k | 1.7k | 338.97 | |
| Qualcomm (QCOM) | 0.4 | $522k | 7.7k | 67.56 | |
| WisdomTree Europe SmallCap Div (DFE) | 0.4 | $512k | 13k | 40.59 | |
| Chubb (CB) | 0.4 | $515k | 4.6k | 111.69 | |
| FedEx Corporation (FDX) | 0.4 | $501k | 4.1k | 121.28 | |
| iShares S&P MidCap 400 Index (IJH) | 0.4 | $499k | 3.5k | 143.60 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.4 | $500k | 22k | 22.56 | |
| United Parcel Service (UPS) | 0.4 | $487k | 5.2k | 93.30 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $488k | 9.1k | 53.36 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.4 | $479k | 15k | 32.20 | |
| PPG Industries (PPG) | 0.4 | $458k | 5.5k | 83.56 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.4 | $449k | 3.7k | 121.45 | |
| Templeton Emerging Markets Income Fund (TEI) | 0.4 | $459k | 61k | 7.47 | |
| Zoetis Inc Cl A (ZTS) | 0.4 | $457k | 3.9k | 117.66 | |
| Starbucks Corporation (SBUX) | 0.3 | $440k | 6.7k | 65.65 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.3 | $444k | 6.3k | 70.72 | |
| Mondelez Int (MDLZ) | 0.3 | $446k | 8.9k | 50.06 | |
| NVIDIA Corporation (NVDA) | 0.3 | $426k | 1.6k | 263.29 | |
| Gilead Sciences (GILD) | 0.3 | $432k | 5.8k | 74.61 | |
| Cohen & Steers REIT/P (RNP) | 0.3 | $426k | 26k | 16.11 | |
| Global X Etf equity | 0.3 | $433k | 47k | 9.30 | |
| Facebook Inc cl a (META) | 0.3 | $425k | 2.5k | 166.73 | |
| First Tr Exchange Traded Fd nasd tech div (TDIV) | 0.3 | $433k | 12k | 35.36 | |
| First Trust DJ Internet Index Fund (FDN) | 0.3 | $414k | 3.4k | 123.43 | |
| Abbott Laboratories (ABT) | 0.3 | $404k | 5.1k | 78.80 | |
| Vanguard Small-Cap ETF (VB) | 0.3 | $400k | 3.5k | 115.31 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $395k | 1.5k | 257.50 | |
| PIMCO Strategic Global Government Fund (RCS) | 0.3 | $389k | 64k | 6.04 | |
| Public Storage (PSA) | 0.3 | $383k | 1.9k | 198.55 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.3 | $381k | 2.9k | 133.08 | |
| Tor Dom Bk Cad (TD) | 0.3 | $363k | 8.6k | 42.33 | |
| Pimco Etf Tr 0-5 high yield (HYS) | 0.3 | $366k | 4.3k | 85.55 | |
| salesforce (CRM) | 0.3 | $328k | 2.3k | 143.67 | |
| Vanguard Mid-Cap ETF (VO) | 0.2 | $317k | 2.4k | 131.37 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.2 | $313k | 5.8k | 54.40 | |
| Wal-Mart Stores (WMT) | 0.2 | $307k | 2.7k | 113.49 | |
| Paychex (PAYX) | 0.2 | $304k | 4.8k | 62.90 | |
| Diageo (DEO) | 0.2 | $299k | 2.4k | 127.07 | |
| Aberdeen Asia-Pacific Income Fund | 0.2 | $301k | 89k | 3.38 | |
| Canadian Natl Ry (CNI) | 0.2 | $290k | 3.7k | 77.46 | |
| T. Rowe Price (TROW) | 0.2 | $287k | 2.9k | 97.42 | |
| Philip Morris International (PM) | 0.2 | $289k | 4.0k | 72.72 | |
| Vanguard Growth ETF (VUG) | 0.2 | $284k | 1.8k | 156.47 | |
| PIMCO Corporate Opportunity Fund (PTY) | 0.2 | $279k | 22k | 12.87 | |
| Duke Energy (DUK) | 0.2 | $283k | 3.5k | 80.76 | |
| Itm - Vaneck Vectors Amt Free Int Muni (ITM) | 0.2 | $272k | 5.6k | 48.96 | |
| Fastenal Company (FAST) | 0.2 | $268k | 8.6k | 31.17 | |
| Calamos Strategic Total Return Fund (CSQ) | 0.2 | $262k | 27k | 9.77 | |
| Vanguard European ETF (VGK) | 0.2 | $265k | 6.1k | 43.24 | |
| Formula Systems (FORTY) | 0.2 | $261k | 4.9k | 53.46 | |
| First Tr Exchange Traded Fd dj glbl divid (FGD) | 0.2 | $265k | 17k | 15.91 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $247k | 1.9k | 129.73 | |
| Donaldson Company (DCI) | 0.2 | $254k | 6.6k | 38.58 | |
| V.F. Corporation (VFC) | 0.2 | $244k | 4.5k | 53.93 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $243k | 2.1k | 114.19 | |
| Columbia Sportswear Company (COLM) | 0.2 | $246k | 3.5k | 69.57 | |
| Calamos Conv. Opptys. & Income Fund (CHI) | 0.2 | $235k | 28k | 8.32 | |
| Xylem (XYL) | 0.2 | $235k | 3.6k | 65.08 | |
| Bristol Myers Squibb (BMY) | 0.2 | $226k | 4.1k | 55.62 | |
| General Mills (GIS) | 0.2 | $222k | 4.2k | 52.56 | |
| International Business Machines (IBM) | 0.2 | $230k | 2.1k | 110.63 | |
| Pimco Total Return Etf totl (BOND) | 0.2 | $224k | 2.1k | 105.76 | |
| 3M Company (MMM) | 0.2 | $216k | 1.6k | 136.02 | |
| Neenah Paper | 0.2 | $210k | 4.9k | 43.10 | |
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $217k | 1.7k | 128.94 | |
| SPDR S&P Emerging Markets (SPEM) | 0.2 | $214k | 7.6k | 28.33 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $211k | 2.7k | 78.97 | |
| SPDR Gold Trust (GLD) | 0.2 | $208k | 1.4k | 147.83 | |
| First Trust Small Cap Cr AlphaDEX (FYX) | 0.2 | $205k | 5.0k | 41.09 | |
| Pioneer High Income Trust | 0.1 | $169k | 26k | 6.42 | |
| Annaly Capital Management | 0.1 | $110k | 22k | 5.06 | |
| Ford Motor Company (F) | 0.1 | $70k | 15k | 4.80 |