$333 Million is the total value of TFO Wealth Partners, LLC's 171 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 145.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | Sell | Vanguard FTSE Developed Markets ETF | $237,018,000 | +3.7% | 4,826,271 | -0.3% | 71.14% | -2.1% |
| IWB | Sell | iShares Russell 1000 | $20,342,000 | +5.3% | 90,879 | -0.3% | 6.11% | -0.6% |
| IJR | Sell | iShares Core S&P Small-Cap | $10,543,000 | +15.6% | 97,144 | -2.1% | 3.16% | +9.1% |
| SPY | Sell | SPDR S&P 500 ETF | $9,683,000 | +5.9% | 24,432 | -0.1% | 2.91% | -0.1% |
| IVV | Buy | iShares Core S&P 500 | $9,303,000 | +7.0% | 23,386 | +0.9% | 2.79% | +0.9% |
| IWF | Sell | iShares Russell 1000 Growth | $6,307,000 | -0.4% | 25,950 | -1.1% | 1.89% | -6.0% |
| VNQ | Buy | Vanguard REIT ETF | $4,287,000 | +20.8% | 46,668 | +11.7% | 1.29% | +14.0% |
| VXUS | Vanguard Total International Stock ETF | $4,022,000 | +4.2% | 64,151 | 0.0% | 1.21% | -1.6% | |
| ITOT | Buy | ISHARES TOTAL US STOCK MARKET ETF | $3,984,000 | +6.6% | 43,493 | +0.4% | 1.20% | +0.6% |
| IWM | iShares Russell 2000 | $3,741,000 | +12.7% | 16,931 | 0.0% | 1.12% | +6.3% | |
| VOO | Sell | Vanguard 500 ETF | $3,160,000 | +5.2% | 8,674 | -0.8% | 0.95% | -0.8% |
| IEMG | Sell | iShares Core MSCI Emerging Markets ETF | $2,789,000 | +3.2% | 43,335 | -0.5% | 0.84% | -2.7% |
| ACWI | Sell | iShares MSCI ACWI | $1,474,000 | -38.8% | 15,489 | -41.6% | 0.44% | -42.3% |
| IWD | iShares Russell 1000 Value | $1,122,000 | +10.9% | 7,402 | 0.0% | 0.34% | +4.7% | |
| VTI | Buy | Vanguard Total Stock Market ETF | $1,023,000 | +6.6% | 4,951 | +0.3% | 0.31% | +0.7% |
| BND | Buy | Vanguard Total Bond Market ETF | $930,000 | +46.9% | 10,978 | +52.9% | 0.28% | +38.8% |
| AAPL | Buy | Apple Inc | $889,000 | +42.2% | 7,274 | +54.4% | 0.27% | +34.2% |
| IVW | Sell | iShares S&P 500 Growth | $786,000 | -1.8% | 12,079 | -3.6% | 0.24% | -7.1% |
| OC | New | Owens-Corning Inc | $752,000 | – | 8,163 | +100.0% | 0.23% | – |
| SPLV | Sell | Invesco S&P 500 Low Volatility ETF | $735,000 | -25.2% | 12,644 | -27.7% | 0.22% | -29.4% |
| VBR | Sell | VANGUARD SMALL CAP VALUE ETF | $688,000 | +11.1% | 4,154 | -4.5% | 0.21% | +4.6% |
| AMZN | Buy | Amazon.com Inc | $675,000 | +27.1% | 218 | +33.7% | 0.20% | +20.1% |
| PINS | New | Pinterest Inc | $444,000 | – | 6,000 | +100.0% | 0.13% | – |
| BRKB | Buy | Berkshire Hathaway Inc B | $341,000 | +25.4% | 1,333 | +13.7% | 0.10% | +17.2% |
| TTD | New | The Trade Desk Inc Com Cl A | $325,000 | – | 499 | +100.0% | 0.10% | – |
| EFA | Sell | iShares MSCI EAFE | $317,000 | -6.2% | 4,172 | -9.9% | 0.10% | -12.0% |
| PMAY | INNOVATOR S AND P 500 PWR BFR ETF | $285,000 | +1.8% | 9,873 | 0.0% | 0.09% | -3.4% | |
| PJUN | Innovator S&P 500 Power Buffer ETF New | $275,000 | +1.9% | 8,977 | 0.0% | 0.08% | -3.5% | |
| APPN | New | Appian Corp Cl A | $266,000 | – | 2,000 | +100.0% | 0.08% | – |
| UNH | UnitedHealth Group Inc | $260,000 | +6.1% | 700 | 0.0% | 0.08% | 0.0% | |
| PDEC | INNOVATOR S&P 500 POWER BUFFER ETF | $259,000 | +2.4% | 8,710 | 0.0% | 0.08% | -2.5% | |
| DAL | Sell | Delta Air Lines Inc | $240,000 | 0.0% | 4,975 | -16.7% | 0.07% | -5.3% |
| ETSY | New | Etsy Inc com | $222,000 | – | 1,100 | +100.0% | 0.07% | – |
| PAPR | Innovator S&P 500 Power Bffr ETF Apr New | $216,000 | +0.9% | 7,857 | 0.0% | 0.06% | -4.4% | |
| CRM | New | Salesforce.com Inc | $189,000 | – | 890 | +100.0% | 0.06% | – |
| TWLO | New | Twilio Inc | $187,000 | – | 550 | +100.0% | 0.06% | – |
| MUB | Buy | iShares S&P National AMT-Free Municipal Bond ETF | $185,000 | +2.8% | 1,594 | +3.7% | 0.06% | -1.8% |
| QUAL | Buy | iShares Edge MSCI USA Quality Factor ETF | $179,000 | +225.5% | 1,470 | +212.8% | 0.05% | +217.6% |
| NVDA | Buy | NVIDIA Corp | $160,000 | +471.4% | 300 | +466.0% | 0.05% | +433.3% |
| MELI | New | MercadoLibre Inc | $147,000 | – | 100 | +100.0% | 0.04% | – |
| ZG | New | Zillow Group Inc | $143,000 | – | 1,100 | +100.0% | 0.04% | – |
| KJUL | INNOVATOR RUSSELL 2000 PWR BUFR ETF | $143,000 | +2.1% | 5,410 | 0.0% | 0.04% | -4.4% | |
| PJUL | Innovator S&P 500 Power Buffer ETF July | $137,000 | +2.2% | 4,659 | 0.0% | 0.04% | -4.7% | |
| DIS | Buy | Walt Disney Co | $134,000 | +5.5% | 725 | +3.6% | 0.04% | 0.0% |
| MA | New | Mastercard Inc A | $121,000 | – | 341 | +100.0% | 0.04% | – |
| FVRR | New | Fiverr Intl Ltd Ord Shs | $119,000 | – | 550 | +100.0% | 0.04% | – |
| PYPL | New | PayPal Holdings Inc | $121,000 | – | 500 | +100.0% | 0.04% | – |
| EPD | Buy | Enterprise Products Partners LP | $119,000 | +310.3% | 5,404 | +260.3% | 0.04% | +300.0% |
| BA | Buy | Boeing Co | $118,000 | +195.0% | 465 | +150.0% | 0.04% | +169.2% |
| GRWG | GrowGeneration Corp | $108,000 | +24.1% | 2,174 | 0.0% | 0.03% | +14.3% | |
| SHY | iShares 1-3 Year Treasury Bond | $101,000 | 0.0% | 1,171 | 0.0% | 0.03% | -6.2% | |
| ROKU | New | Roku Inc | $98,000 | – | 300 | +100.0% | 0.03% | – |
| GSK | New | GlaxoSmithKline PLC ADR | $93,000 | – | 2,600 | +100.0% | 0.03% | – |
| ZS | New | Zscaler Inc | $86,000 | – | 500 | +100.0% | 0.03% | – |
| MDB | New | Mongodb Inc Cl A | $82,000 | – | 308 | +100.0% | 0.02% | – |
| KAPR | INNOVATOR RUSSEL 2000 PWR BFR ETF | $79,000 | 0.0% | 2,930 | 0.0% | 0.02% | -4.0% | |
| GH | New | Guardant Health Inc. | $76,000 | – | 500 | +100.0% | 0.02% | – |
| VEEV | New | Veeva Systems Inc | $78,000 | – | 300 | +100.0% | 0.02% | – |
| BTT | New | BlackRock Municipal 2030 Target Term | $76,000 | – | 2,998 | +100.0% | 0.02% | – |
| IWN | iShares Russell 2000 Value | $71,000 | +20.3% | 448 | 0.0% | 0.02% | +10.5% | |
| WIX | New | Wix.com Ltd | $70,000 | – | 250 | +100.0% | 0.02% | – |
| KJAN | New | INNOVATOR RUSSLL 2000 PWR BFR ETF | $67,000 | – | 2,188 | +100.0% | 0.02% | – |
| PJAN | New | Innovator S&P 500 Power Buffer ETF Jan | $65,000 | – | 2,070 | +100.0% | 0.02% | – |
| HUBS | New | HubSpot Inc | $68,000 | – | 150 | +100.0% | 0.02% | – |
| IJAN | New | Innovator MSCI EAFE Power Buffer ETF Jan | $64,000 | – | 2,446 | +100.0% | 0.02% | – |
| TEAM | New | Atlassian Corporation PLC | $63,000 | – | 300 | +100.0% | 0.02% | – |
| EJAN | New | Innovator MSCI Em Mkts Pwr Bffr ETF Jan | $63,000 | – | 2,083 | +100.0% | 0.02% | – |
| DOCU | New | Docusign INC | $61,000 | – | 300 | +100.0% | 0.02% | – |
| IEI | iShares 3-7 Year Treasury Bond ETF | $58,000 | -1.7% | 446 | 0.0% | 0.02% | -10.5% | |
| SKLZ | New | Skillz Cl A Ord | $57,000 | – | 3,000 | +100.0% | 0.02% | – |
| ESTC | New | Elastic NV | $52,000 | – | 466 | +100.0% | 0.02% | – |
| MKTX | New | MarketAxess Holdings Inc | $50,000 | – | 100 | +100.0% | 0.02% | – |
| GOOG | New | Alphabet Inc C | $48,000 | – | 23 | +100.0% | 0.01% | – |
| SPSB | SPDR Portfolio Short Term Corporate Bond ETF | $47,000 | 0.0% | 1,492 | 0.0% | 0.01% | -6.7% | |
| SE | New | Spectra Energy Corp. | $45,000 | – | 200 | +100.0% | 0.01% | – |
| NIQ | New | Nuveen Inter Dur Qual Muni Term | $44,000 | – | 3,000 | +100.0% | 0.01% | – |
| V | New | Visa Inc Class A | $43,000 | – | 202 | +100.0% | 0.01% | – |
| MTUM | iShares MSCI USA Momentum Factor | $43,000 | 0.0% | 265 | 0.0% | 0.01% | -7.1% | |
| GOOGL | New | Alphabet Inc A | $43,000 | – | 21 | +100.0% | 0.01% | – |
| LMND | New | Lemonade Inc | $40,000 | – | 429 | +100.0% | 0.01% | – |
| USMV | iShares MSCI USA Minimum Volatility | $39,000 | +2.6% | 560 | 0.0% | 0.01% | 0.0% | |
| MJ | Buy | ETFMG Alternative Harvest ETF | $38,000 | +58.3% | 1,645 | +0.1% | 0.01% | +37.5% |
| ETJ | New | EV Risk-Mgd Divers Equity Inc | $38,000 | – | 3,499 | +100.0% | 0.01% | – |
| PCI | New | PIMCO Dynamic Credit Income | $36,000 | – | 1,599 | +100.0% | 0.01% | – |
| VOYA | Sell | Voya Financial Inc | $33,000 | -45.0% | 511 | -50.0% | 0.01% | -47.4% |
| NID | New | Nuveen Intermediate Duration Muni Term | $29,000 | – | 1,998 | +100.0% | 0.01% | – |
| MPLX | New | MPLX LP Partnership Units | $31,000 | – | 1,228 | +100.0% | 0.01% | – |
| GILD | Gilead Sciences Inc | $29,000 | +11.5% | 450 | 0.0% | 0.01% | +12.5% | |
| FB | New | Facebook Inc A | $29,000 | – | 100 | +100.0% | 0.01% | – |
| TDOC | New | Teladoc Health Inc | $27,000 | – | 150 | +100.0% | 0.01% | – |
| THQ | New | Tekla Healthcare Opportunities | $27,000 | – | 1,248 | +100.0% | 0.01% | – |
| ATVI | New | Activision Blizzard Inc | $28,000 | – | 300 | +100.0% | 0.01% | – |
| WES | Buy | Western Midstream Partners LP | $27,000 | +350.0% | 1,426 | +217.6% | 0.01% | +300.0% |
| ADBE | Adobe Systems Inc | $25,000 | -3.8% | 52 | 0.0% | 0.01% | 0.0% | |
| NMCO | Sell | NUVEEN MUNICIPAL CREDIT OPPORTUN CF | $28,000 | -59.4% | 1,998 | -62.6% | 0.01% | -63.6% |
| GHY | New | Prudential Global Short Duration High | $22,000 | – | 1,500 | +100.0% | 0.01% | – |
| ABBV | New | AbbVie Inc | $22,000 | – | 200 | +100.0% | 0.01% | – |
| ROP | New | Roper Technologies Inc | $22,000 | – | 55 | +100.0% | 0.01% | – |
| OKTA | New | Okta Inc | $22,000 | – | 100 | +100.0% | 0.01% | – |
| DOW | New | Dow Chemical Co. | $22,000 | – | 350 | +100.0% | 0.01% | – |
| HYI | New | Western Asset High Yld Def Opp | $19,000 | – | 1,248 | +100.0% | 0.01% | – |
| AFT | New | Apollo SR Flting Rate Fd | $19,000 | – | 1,299 | +100.0% | 0.01% | – |
| RA | New | Brookfield Real Assets Income Fund Inc. | $20,000 | – | 984 | +100.0% | 0.01% | – |
| CVX | New | Chevron Corp | $21,000 | – | 200 | +100.0% | 0.01% | – |
| ET | New | Energy Transfer Equity LP | $20,000 | – | 2,554 | +100.0% | 0.01% | – |
| JPM | Sell | JPMorgan Chase & Co | $20,000 | -55.6% | 132 | -63.0% | 0.01% | -57.1% |
| AMJ | JPMorgan Alerian MLP ETN | $19,000 | +18.8% | 1,145 | 0.0% | 0.01% | +20.0% | |
| MMP | New | Magellan Midstream Partners LP | $21,000 | – | 488 | +100.0% | 0.01% | – |
| PGZ | New | Principal Real Estate Income | $20,000 | – | 1,500 | +100.0% | 0.01% | – |
| SPTM | Sell | SPDR PORTFOLIO S P 1500 CMPST ST ETF | $21,000 | +5.0% | 435 | -1.4% | 0.01% | 0.0% |
| UPST | New | Upstart Holdings Inc | $19,000 | – | 150 | +100.0% | 0.01% | – |
| T | New | AT&T Inc | $21,000 | – | 700 | +100.0% | 0.01% | – |
| JD | New | JD.com Inc ADR | $17,000 | – | 200 | +100.0% | 0.01% | – |
| ZM | New | Zoom video communications-A | $16,000 | – | 50 | +100.0% | 0.01% | – |
| HBAN | Buy | Huntington Bancshares Inc | $17,000 | +1600.0% | 1,100 | +1000.0% | 0.01% | – |
| BGH | New | Babson Cap Global Short Duration HY | $16,000 | – | 999 | +100.0% | 0.01% | – |
| XOM | New | Exxon Mobil Corp | $17,000 | – | 300 | +100.0% | 0.01% | – |
| PAA | New | Plains All American Pipeline LP | $16,000 | – | 1,760 | +100.0% | 0.01% | – |
| SPH | New | Suburban Propane Partners LP | $15,000 | – | 1,000 | +100.0% | 0.01% | – |
| IEFA | iShares Core MSCI EAFE | $18,000 | +5.9% | 250 | 0.0% | 0.01% | 0.0% | |
| SBUX | New | Starbucks Corp | $13,000 | – | 120 | +100.0% | 0.00% | – |
| SAP | New | SAP SE ADR | $12,000 | – | 100 | +100.0% | 0.00% | – |
| QQQ | New | Invesco QQQ Trust | $14,000 | – | 45 | +100.0% | 0.00% | – |
| NET | New | Cloudflare Inc | $14,000 | – | 200 | +100.0% | 0.00% | – |
| FSLY | New | Fastly Inc | $13,000 | – | 200 | +100.0% | 0.00% | – |
| GM | New | General Motors Co | $9,000 | – | 165 | +100.0% | 0.00% | – |
| VTWO | Vanguard Russell 2000 ETF | $11,000 | +10.0% | 62 | 0.0% | 0.00% | 0.0% | |
| XWEB | New | SPDR S&P Internet ETF | $10,000 | – | 60 | +100.0% | 0.00% | – |
| WEC | Sell | Wecenergy Group Inc | $11,000 | -62.1% | 116 | -63.8% | 0.00% | -66.7% |
| IJH | Sell | iShares Core S&P Mid-Cap | $10,000 | -23.1% | 38 | -33.3% | 0.00% | -25.0% |
| PSXP | New | Phillips 66 Partners LP | $11,000 | – | 361 | +100.0% | 0.00% | – |
| New | Abiomed Inc Com | $10,000 | – | 30 | +100.0% | 0.00% | – | |
| IYR | iShares US Real Estate | $10,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% | |
| IHD | New | Voya Emerging Markets High Dividend Eq | $10,000 | – | 1,248 | +100.0% | 0.00% | – |
| XLU | New | Select Sector Spdr Trust The Utilities Select Sector Spdr Trust | $5,000 | – | 78 | +100.0% | 0.00% | – |
| JETS | New | US Global Jets ETF | $8,000 | – | 300 | +100.0% | 0.00% | – |
| PLTR | New | Palantir Technologies Inc | $6,000 | – | 250 | +100.0% | 0.00% | – |
| NS | New | NuStar Energy LP | $6,000 | – | 363 | +100.0% | 0.00% | – |
| PFE | Pfizer Inc | $6,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% | |
| NML | New | NB MLP and Energy Income Fund Inc. | $5,000 | – | 1,248 | +100.0% | 0.00% | – |
| XSW | New | SPDR S&P Software & Services ETF | $8,000 | – | 48 | +100.0% | 0.00% | – |
| KIE | New | SPDR S&P Insurance ETF | $5,000 | – | 140 | +100.0% | 0.00% | – |
| XSD | New | SPDR S&P Semiconductor ETF | $8,000 | – | 46 | +100.0% | 0.00% | – |
| CTR | New | ClearBridge MLP and Midstream TR | $5,000 | – | 258 | +100.0% | 0.00% | – |
| XLF | New | Financial Select Sector SPDR ETF | $7,000 | – | 200 | +100.0% | 0.00% | – |
| DCP | New | DCP Midstream Partners LP | $6,000 | – | 267 | +100.0% | 0.00% | – |
| TRP | New | TransCanada Corp | $7,000 | – | 154 | +100.0% | 0.00% | – |
| TELL | Tellurian Inc New | $7,000 | +75.0% | 3,000 | 0.0% | 0.00% | +100.0% | |
| NTG | New | Tortoise MLP Fund | $5,000 | – | 198 | +100.0% | 0.00% | – |
| XM | New | QUALTRICS INTERNATIONAL-CL A | $8,000 | – | 250 | +100.0% | 0.00% | – |
| VNQI | Vanguard Global ex-US Real Estate ETF | $4,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| RBLX | New | Roblox Corp Com Cl A | $3,000 | – | 50 | +100.0% | 0.00% | – |
| ORCL | Oracle Corp | $4,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| CARR | New | Carrier Global Corp | $4,000 | – | 100 | +100.0% | 0.00% | – |
| VTRS | Mylan Nv | $0 | – | 20 | 0.0% | 0.00% | – | |
| DKNG | New | DraftKings Inc | $1,000 | – | 10 | +100.0% | 0.00% | – |
| FTCH | New | FARFETCH LTD CL A | $1,000 | – | 11 | +100.0% | 0.00% | – |
| FITB | Fifth Third Bancorp | $1,000 | – | 18 | 0.0% | 0.00% | – | |
| PI | New | Impinj Inc Com | $1,000 | – | 10 | +100.0% | 0.00% | – |
| NIO | Nuveen Municipal Opportunity | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETF | $1,000 | 0.0% | 31 | +19.2% | 0.00% | – |
| BCOR | Blucora Inc | $0 | – | 10 | 0.0% | 0.00% | – | |
| BB | New | BlackBerry Ltd | $0 | – | 15 | +100.0% | 0.00% | – |
| SAR | New | Saratoga Investment Corp | $1,000 | – | 51 | +100.0% | 0.00% | – |
| Nanoviricides Inc | $0 | – | 65 | 0.0% | 0.00% | – | ||
| SLYV | Buy | SPDR S&P 600 SMALL CAP VALUE ETF | $0 | – | 4 | +300.0% | 0.00% | – |
| SPEM | Buy | SPDR INDEX SHARES EMERG MARKT ETF | $1,000 | – | 24 | +500.0% | 0.00% | – |
| DSE | New | DUFF PHLPS SLT MLP MDSTRM ENG NAV | $1,000 | – | 129 | +100.0% | 0.00% | – |
| IGF | Exit | iShares Global Infrastructure | $0 | – | -53 | -100.0% | -0.00% | – |
| GE | Exit | General Electric Co | $0 | – | -150 | -100.0% | -0.00% | – |
| FDEU | Exit | First Trust Dynamic Europe Equity Income | $0 | – | -1,250 | -100.0% | -0.01% | – |
| STWD | Exit | Starwood Property Trust Inc | $0 | – | -2,140 | -100.0% | -0.01% | – |
| FINS | Exit | Angel Oak Financial Strats Income Term | $0 | – | -2,500 | -100.0% | -0.01% | – |
| TSLA | Exit | Tesla Motors Inc | $0 | – | -56 | -100.0% | -0.01% | – |
| RMM | Exit | RIVERNORTH MANAGED DRTN MUNI NAV CF | $0 | – | -2,500 | -100.0% | -0.01% | – |
| DLY | Exit | DOUBLELINE YIELD OPPORTUNITIES CF | $0 | – | -2,500 | -100.0% | -0.02% | – |
| BCAT | Exit | BLACKROCK CAPITAL ALLOCATION CF | $0 | – | -2,500 | -100.0% | -0.02% | – |
| F | Exit | Ford Motor Co | $0 | – | -6,400 | -100.0% | -0.02% | – |
| NDMO | Exit | NUVEEN DYNAMIC MUNICI OPPORT CF | $0 | – | -4,000 | -100.0% | -0.02% | – |
| TEAF | Exit | Tortoise Essential Assets Income Term | $0 | – | -5,000 | -100.0% | -0.02% | – |
| RMI | Exit | RiverNorth Opp Muni Income Fund Inc | $0 | – | -5,000 | -100.0% | -0.03% | – |
| BSV | Exit | VANGUARD SHORT-TERM BOND ETF | $0 | – | -2,960 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total Bond Market ETF | 16 | Q3 2023 | 74.6% |
| ISHARES TR | 16 | Q3 2023 | 15.2% |
| iShares U.S. Energy ETF | 16 | Q3 2023 | 7.8% |
| ISHARES TR | 16 | Q3 2023 | 7.0% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 2.9% |
| ISHARES TR | 16 | Q3 2023 | 3.5% |
| Vanguard REIT ETF | 16 | Q3 2023 | 3.6% |
| Vanguard Tax-Exempt Bond ETF | 16 | Q3 2023 | 2.4% |
| The Interpublic Group of Companies Inc | 16 | Q3 2023 | 1.4% |
| ISHARES TR | 16 | Q3 2023 | 2.6% |
View TFO Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-14 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-21 |
View TFO Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.