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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
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
OEFIshares Tr
Recent Activity
Decreased -0.11%
1.1%
$3.048M
11,012 shares@ $276.75 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
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -0.26%
0.94%
$2.607M
57,313 shares@ $45.49 avg price
SOSouthern Co
Recent Activity
Increased 0.79%
0.92%
$2.543M
28,204 shares@ $90.18 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 2.15%
0.88%
$2.445M
53,718 shares@ $45.52 avg price
IBMInternational Business Machs
Recent Activity
Increased 7.48%
0.86%
$2.386M
10,794 shares@ $221.09 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 1.76%
0.86%
$2.376M
44,646 shares@ $53.22 avg price