TFG Advisers LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, TFG Advisers LLC opened 2 positions, added to 70, reduced 61, sold out of 4 and left 4 unchanged. The largest increase in value was MSFT (+$3,633,005); the largest decrease was UNH (-$1,725,268).
- PPL: Country of operation United States; Class COM; Shares 2025-03-31 12,285; Shares 2025-06-30 12,285.
- BRKB: Country of operation —; Class CL B NEW; Shares 2025-03-31 486; Shares 2025-06-30 486.
- CL: Country of operation United States; Class COM; Shares 2025-03-31 6,095; Shares 2025-06-30 6,095.
- WDAY: Country of operation United States; Class CL A; Shares 2025-03-31 1,258; Shares 2025-06-30 1,258.
Two Form 13F-HR filings compared (SEC CIK 1806473): 2025-03-31 (filed 2025-05-15) and 2025-06-30 (filed 2025-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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