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Timothy P. Atkinson

@Tfg Advisers Llc

Latest period2024 - Q3ReportedManaged Assets$277.974MTotal holdings207
Assets growth rate7.87%Assets growth rate (2-Q avg)4.36%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Tfg Advisers Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 207 positions.

Assets under management

The assets under management (AUM) of Tfg Advisers Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 277.974M in assets, with a quarterly growth rate of 7.87% and a 2-quarter average growth rate of 4.36%. The portfolio is managed by Timothy P. Atkinson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Increased 0.38%
3%
$8.33M
68,597 shares@ $121.44 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.82%
2.72%
$7.542M
35,769 shares@ $210.87 avg price
SYKStryker Corporation
Recent Activity
Increased 1.18%
1.78%
$4.943M
13,683 shares@ $361.27 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.25%
1.41%
$3.909M
23,569 shares@ $165.85 avg price
SRLNSsga Active Etf Tr
Recent Activity
Increased 5.63%
1.3%
$3.599M
86,172 shares@ $41.76 avg price
DONWisdomtree Tr
Recent Activity
Increased 0.43%
1.2%
$3.309M
64,723 shares@ $51.13 avg price
CVXChevron Corp New
Recent Activity
Increased 3.08%
1.12%
$3.088M
20,967 shares@ $147.28 avg price
NEENextera Energy Inc
Recent Activity
Increased 0.75%
1.11%
$3.072M
36,346 shares@ $84.53 avg price
LLYEli Lilly & Co
Recent Activity
Increased 0.97%
1.07%
$2.953M
3,334 shares@ $885.83 avg price
IRMIron Mtn Inc Del
Recent Activity
Increased 3.11%
1.04%
$2.883M
24,263 shares@ $118.83 avg price