$270 Thousand is the total value of TSFG, LLC's 1010 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 19.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABBV | Sell | ABBVIE INC | $19,715 | -2.7% | 123,709 | -1.3% | 7.32% | -9.2% |
| VTI | Sell | VANGUARD TOTALmf closed and mf open | $17,942 | +5.8% | 87,908 | -0.9% | 6.66% | -1.2% |
| IWF | Sell | ISHARES RUSSELLmf closed and mf open | $16,212 | +9.1% | 66,354 | -4.3% | 6.02% | +1.9% |
| AAPL | Sell | APPLE INC | $8,367 | +25.0% | 50,739 | -1.5% | 3.10% | +16.6% |
| VTV | Sell | VANGUARD VALUEmf closed and mf open | $6,566 | -2.0% | 47,542 | -0.4% | 2.44% | -8.6% |
| ITOT | Sell | ISHARES COREmf closed and mf open | $6,457 | +5.7% | 71,307 | -1.0% | 2.40% | -1.3% |
| VOT | Sell | VANGUARD MIDmf closed and mf open | $4,607 | +7.7% | 23,637 | -0.6% | 1.71% | +0.6% |
| AMZN | Sell | AMAZON COM | $4,265 | +20.9% | 41,293 | -1.7% | 1.58% | +12.8% |
| VIG | Sell | VANGUARD DIVIDENDmf closed and mf open | $3,318 | -3.0% | 21,545 | -4.4% | 1.23% | -9.5% |
| MSFT | Sell | MICROSOFT CORP | $2,972 | +13.9% | 10,308 | -5.3% | 1.10% | +6.4% |
| VGT | Sell | VANGUARD INFORMATIONmf closed and mf open | $2,961 | +16.6% | 7,682 | -3.4% | 1.10% | +8.9% |
| SPYG | Sell | SPDR PORTFOLIOmf closed and mf open | $2,875 | +4.1% | 51,929 | -4.8% | 1.07% | -2.8% |
| XLF | Sell | SECTOR FINANCIALmf closed and mf open | $2,837 | -43.9% | 88,231 | -40.4% | 1.05% | -47.6% |
| ONEV | Sell | SPDR RUSSELLmf closed and mf open | $2,620 | +0.5% | 24,810 | -2.0% | 0.97% | -6.2% |
| RHS | Sell | INVESCO S&Pmf closed and mf open | $2,566 | -14.1% | 15,056 | -14.0% | 0.95% | -19.8% |
| VIS | Sell | VANGUARD INDUSTRIALSmf closed and mf open | $2,531 | +2.1% | 13,286 | -2.1% | 0.94% | -4.7% |
| SPHQ | Sell | INVESCO EXCHANGEmf closed and mf open | $2,416 | -3.0% | 51,060 | -9.8% | 0.90% | -9.5% |
| SPYV | Sell | SPDR PORTFOLIOmf closed and mf open | $2,388 | +2.5% | 58,656 | -2.1% | 0.89% | -4.3% |
| IWP | Sell | ISHARES RUSSELLmf closed and mf open | $1,967 | +6.8% | 21,603 | -1.9% | 0.73% | -0.3% |
| IJR | Sell | ISHARES COREmf closed and mf open | $1,753 | -1.7% | 18,123 | -3.8% | 0.65% | -8.3% |
| MDY | Sell | SPDR S&Pmf closed and mf open | $1,652 | +2.7% | 3,603 | -0.8% | 0.61% | -4.1% |
| IVE | Sell | ISHARES S&Pmf closed and mf open | $1,575 | +1.5% | 10,376 | -3.0% | 0.58% | -5.2% |
| USMV | Sell | ISHARES MSCImf closed and mf open | $1,529 | -4.2% | 21,026 | -5.0% | 0.57% | -10.6% |
| CVS | Sell | CVS HEALTH | $1,523 | -20.6% | 20,495 | -0.5% | 0.56% | -26.0% |
| SCHD | Sell | SCHWAB USmf closed and mf open | $1,499 | -13.9% | 20,494 | -11.1% | 0.56% | -19.7% |
| AGG | Sell | ISHARES COREmf closed and mf open | $1,491 | -1.9% | 14,962 | -4.5% | 0.55% | -8.4% |
| IBB | Sell | ISHARES BIOTECHNOLOGYmf closed and mf open | $1,302 | -3.2% | 10,084 | -1.6% | 0.48% | -9.7% |
| CLRG | Sell | INDEXIQ CHAIKINmf closed and mf open | $1,297 | +1.3% | 40,150 | -1.5% | 0.48% | -5.5% |
| LGLV | Sell | SPDR SSGAmf closed and mf open | $1,274 | -1.0% | 9,311 | -1.9% | 0.47% | -7.4% |
| VDC | Sell | VANGUARD CONSUMERmf closed and mf open | $1,258 | -0.8% | 6,498 | -1.9% | 0.47% | -7.3% |
| MUB | Sell | ISHARES NATIONALmf closed and mf open | $1,177 | -6.1% | 10,924 | -8.1% | 0.44% | -12.2% |
| IWD | Sell | ISHARES RUSSELLmf closed and mf open | $1,086 | -1.5% | 7,129 | -2.0% | 0.40% | -8.0% |
| XLU | Sell | SELECT UTILITIESmf closed and mf open | $1,056 | -16.5% | 15,600 | -13.0% | 0.39% | -22.1% |
| IVV | Sell | ISHARES COREmf closed and mf open | $1,023 | +6.1% | 2,489 | -0.8% | 0.38% | -0.8% |
| VBR | Sell | VANGUARD SMALLmf closed and mf open | $884 | -4.9% | 5,569 | -4.9% | 0.33% | -11.4% |
| VAW | Sell | VANGUARD MATERIALSmf closed and mf open | $750 | +2.5% | 4,216 | -2.0% | 0.28% | -4.5% |
| EEMV | Sell | ISHARES MSCImf closed and mf open | $623 | -8.7% | 11,417 | -11.2% | 0.23% | -14.8% |
| XLP | Sell | SECTOR CONSUMERmf closed and mf open | $609 | -12.2% | 8,148 | -12.5% | 0.23% | -18.1% |
| F | Sell | FORD MOTOR | $609 | +7.6% | 48,323 | -0.6% | 0.23% | +0.4% |
| CRM | Sell | SALESFORCE INC | $547 | +23.5% | 2,736 | -18.2% | 0.20% | +15.3% |
| VBK | Sell | VANGUARD SMALLmf closed and mf open | $518 | 0.0% | 2,392 | -7.4% | 0.19% | -6.8% |
| XLY | Sell | CONSUMER DISCRETIONARYmf closed and mf open | $512 | +14.0% | 3,427 | -1.5% | 0.19% | +6.7% |
| IHF | Sell | ISHARES U Smf closed and mf open | $483 | -29.6% | 1,955 | -23.8% | 0.18% | -34.4% |
| MMIT | Sell | INDEXIQ IQmf closed and mf open | $455 | +1.8% | 18,489 | -0.2% | 0.17% | -5.1% |
| PFM | Sell | INVESCO DIVIDENDmf closed and mf open | $422 | -6.2% | 11,540 | -6.3% | 0.16% | -12.3% |
| VOE | Sell | VANGUARD MIDmf closed and mf open | $398 | -8.1% | 2,971 | -7.2% | 0.15% | -14.0% |
| IGF | Sell | ISHARES GLOBALmf closed and mf open | $384 | +3.5% | 8,054 | -0.5% | 0.14% | -3.4% |
| HDV | Sell | ISHARES COREmf closed and mf open | $383 | -2.5% | 3,766 | -0.0% | 0.14% | -9.0% |
| SPTM | Sell | SPDR PORTFOLIOmf closed and mf open | $376 | -7.4% | 7,458 | -13.1% | 0.14% | -13.0% |
| VXUS | Sell | VANGUARD TOTALmf closed and mf open | $360 | -0.6% | 6,529 | -6.8% | 0.13% | -6.9% |
| NOBL | Sell | PROSHARES TRUSTmf closed and mf open | $334 | 0.0% | 3,663 | -1.3% | 0.12% | -6.8% |
| NFLX | Sell | NETFLIX INC | $300 | +14.1% | 867 | -2.8% | 0.11% | +5.7% |
| MO | Sell | ALTRIA GROUP | $300 | -5.4% | 6,725 | -2.9% | 0.11% | -11.9% |
| KO | Sell | COCA COLA COMPANY | $289 | -4.9% | 4,661 | -2.4% | 0.11% | -11.6% |
| EEM | Sell | ISHARES MSCImf closed and mf open | $284 | 0.0% | 7,209 | -3.9% | 0.10% | -7.1% |
| T | Sell | AT&T INC | $268 | -4.6% | 13,919 | -8.9% | 0.10% | -11.6% |
| PFE | Sell | PFIZER INC | $254 | -21.1% | 6,222 | -1.0% | 0.09% | -26.6% |
| EFA | Sell | ISHARES MSCImf closed and mf open | $237 | +7.7% | 3,319 | -1.0% | 0.09% | +1.1% |
| VNQ | Sell | VANGUARD REALmf closed and mf open | $193 | -10.6% | 2,324 | -11.4% | 0.07% | -16.3% |
| BAC | Sell | BANK AMERICA | $189 | -19.2% | 6,616 | -6.3% | 0.07% | -24.7% |
| EWU | Sell | ISHARES MSCImf closed and mf open | $185 | +3.4% | 5,737 | -1.7% | 0.07% | -2.8% |
| DGRW | Sell | WISDOMTREE TRUSTmf closed and mf open | $174 | +1.2% | 2,784 | -2.1% | 0.06% | -4.4% |
| CZA | Sell | INVESCO ZACKSmf closed and mf open | $173 | -5.5% | 1,977 | -3.9% | 0.06% | -12.3% |
| XLRE | Sell | SELECT SECTORmf closed and mf open | $170 | -25.1% | 4,559 | -25.8% | 0.06% | -30.0% |
| MCK | Sell | MCKESSON CORP | $157 | -7.1% | 441 | -2.2% | 0.06% | -13.4% |
| BLOK | Sell | AMPLIFY BLOCKCHAINmf closed and mf open | $155 | +27.0% | 8,034 | -0.7% | 0.06% | +20.8% |
| ADBE | Sell | ADOBE INC | $150 | +10.3% | 388 | -3.7% | 0.06% | +3.7% |
| SPLV | Sell | INVESCO EXCHANGEmf closed and mf open | $143 | -8.3% | 2,298 | -6.1% | 0.05% | -14.5% |
| SPSM | Sell | SPDR PORTFOLIOmf closed and mf open | $144 | -29.1% | 3,801 | -30.7% | 0.05% | -34.6% |
| GIS | Sell | GENERAL MILLS | $140 | -8.5% | 1,640 | -9.9% | 0.05% | -14.8% |
| CAT | Sell | CATERPILLAR INC | $128 | -20.5% | 560 | -16.7% | 0.05% | -26.6% |
| BND | Sell | VANGUARD TOTALmf closed and mf open | $122 | -23.3% | 1,657 | -25.0% | 0.04% | -28.6% |
| ALL | Sell | ALLSTATE CORP | $116 | -38.6% | 1,047 | -25.1% | 0.04% | -42.7% |
| JNK | Sell | SPDR BLOOMBERGmf closed and mf open | $112 | -1.8% | 1,206 | -5.0% | 0.04% | -6.7% |
| SLY | Sell | SPDR SERIESmf closed and mf open | $113 | -2.6% | 1,340 | -4.8% | 0.04% | -8.7% |
| IUSG | Sell | ISHARES S&Pmf closed and mf open | $113 | +8.7% | 1,277 | -0.1% | 0.04% | +2.4% |
| FTGC | Sell | FIRST TRUSTmf closed and mf open | $111 | -14.6% | 4,732 | -11.1% | 0.04% | -21.2% |
| VNLA | Sell | JANUS HENDERSONmf closed and mf open | $104 | -47.5% | 2,173 | -47.9% | 0.04% | -50.6% |
| SHOP | Sell | SHOPIFY INC | $93 | +13.4% | 1,950 | -17.4% | 0.04% | +6.1% |
| RTX | Sell | RAYTHEON TECHNOLOGIES | $90 | -13.5% | 921 | -11.0% | 0.03% | -19.5% |
| SPDW | Sell | SPDR PORTFOLIOmf closed and mf open | $78 | -2.5% | 2,423 | -9.9% | 0.03% | -9.4% |
| XLB | Sell | SECTOR MATERIALSmf closed and mf open | $76 | -33.9% | 945 | -36.1% | 0.03% | -39.1% |
| AMGN | Sell | AMGEN INC | $70 | -21.3% | 291 | -14.2% | 0.03% | -25.7% |
| KRG | Sell | KITE REALTY | $71 | -27.6% | 3,395 | -26.8% | 0.03% | -33.3% |
| QCOM | Sell | QUALCOMM INC | $67 | -2.9% | 525 | -16.0% | 0.02% | -7.4% |
| OMFL | Sell | INVESCO RUSSELLmf closed and mf open | $66 | -38.3% | 1,429 | -42.7% | 0.02% | -44.2% |
| BABA | Sell | ALIBABA GROUP | $64 | +14.3% | 629 | -1.3% | 0.02% | +9.1% |
| Sell | PORTILLO'S INC | $59 | +28.3% | 2,750 | -2.7% | 0.02% | +22.2% | |
| EPD | Sell | ENTERPRISE PRODUCTSoil & gas, real estate and reit | $57 | 0.0% | 2,190 | -7.0% | 0.02% | -8.7% |
| INTC | Sell | INTEL CORP | $54 | +22.7% | 1,654 | -1.0% | 0.02% | +17.6% |
| BX | Sell | BLACKSTONE INC | $48 | -72.9% | 546 | -77.1% | 0.02% | -74.3% |
| LIT | Sell | GLOBAL Xmf closed and mf open | $49 | +2.1% | 777 | -5.7% | 0.02% | -5.3% |
| MS | Sell | MORGAN STANLEY | $45 | -26.2% | 513 | -29.0% | 0.02% | -29.2% |
| SILC | Sell | SILICOM LTD | $46 | -24.6% | 1,221 | -15.0% | 0.02% | -29.2% |
| BSV | Sell | VANGUARD SHORTmf closed and mf open | $47 | -36.5% | 617 | -37.5% | 0.02% | -41.4% |
| KMI | Sell | KINDER MORGAN | $42 | -20.8% | 2,406 | -17.3% | 0.02% | -23.8% |
| CIBR | Sell | FIRST TRUSTmf closed and mf open | $42 | -59.6% | 994 | -63.1% | 0.02% | -61.0% |
| AMD | Sell | ADVANCED MICRO | $41 | +20.6% | 420 | -20.0% | 0.02% | +7.1% |
| NKE | Sell | NIKE INC | $36 | -16.3% | 294 | -20.3% | 0.01% | -23.5% |
| AIRR | Sell | FIRST TRUSTmf closed and mf open | $36 | -61.3% | 756 | -64.1% | 0.01% | -64.9% |
| DRIV | Sell | GLOBAL Xmf closed and mf open | $32 | -13.5% | 1,354 | -26.9% | 0.01% | -20.0% |
| SOXX | Sell | ISHARES SEMICONDUCTORmf closed and mf open | $31 | +10.7% | 69 | -12.7% | 0.01% | +9.1% |
| OSK | Sell | OSHKOSH CORP | $32 | -46.7% | 379 | -44.2% | 0.01% | -50.0% |
| CI | Sell | CIGNA GROUP | $30 | -26.8% | 118 | -4.1% | 0.01% | -31.2% |
| ARKG | Sell | ARK GENOMICmf closed and mf open | $28 | -6.7% | 933 | -10.9% | 0.01% | -16.7% |
| DVY | Sell | ISHARES SELECTmf closed and mf open | $23 | -65.2% | 196 | -64.1% | 0.01% | -65.4% |
| PSX | Sell | PHILLIPS 66 | $23 | -32.4% | 225 | -31.0% | 0.01% | -35.7% |
| FTRI | Sell | FIRST TRUSTmf closed and mf open | $21 | -86.4% | 1,595 | -85.8% | 0.01% | -86.9% |
| MMM | Sell | 3M COMPANY | $22 | -29.0% | 207 | -19.5% | 0.01% | -33.3% |
| EFAV | Sell | ISHARES MSCImf closed and mf open | $22 | -65.6% | 332 | -66.8% | 0.01% | -68.0% |
| XLC | Sell | SELECT SECTORmf closed and mf open | $19 | -9.5% | 320 | -28.4% | 0.01% | -12.5% |
| FXN | Sell | FIRST TRUSTmf closed and mf open | $18 | -91.8% | 1,133 | -91.2% | 0.01% | -92.0% |
| SNOW | Sell | SNOWFLAKE INC | $20 | -28.6% | 130 | -33.3% | 0.01% | -36.4% |
| DFS | Sell | DISCOVER FINANCIAL | $19 | -36.7% | 194 | -37.2% | 0.01% | -41.7% |
| QQQM | Sell | INVESCO NASDAQmf closed and mf open | $15 | -53.1% | 110 | -62.1% | 0.01% | -53.8% |
| LOW | Sell | LOWES COMPANIES | $15 | -37.5% | 76 | -36.7% | 0.01% | -40.0% |
| SPMB | Sell | SPDR MORTGAGEmf closed and mf open | $17 | -46.9% | 748 | -48.9% | 0.01% | -53.8% |
| MFC | Sell | MANULIFE FINANCIAL | $13 | -56.7% | 689 | -59.3% | 0.01% | -58.3% |
| MRNA | Sell | MODERNA INC | $13 | -43.5% | 85 | -32.5% | 0.01% | -44.4% |
| MA | Sell | MASTERCARD INC | $14 | -6.7% | 38 | -11.6% | 0.01% | -16.7% |
| HFXI | Sell | INDEXIQ IQmf closed and mf open | $11 | -26.7% | 483 | -29.3% | 0.00% | -33.3% |
| SRLN | Sell | SPDR BLACKSTONEmf closed and mf open | $12 | -63.6% | 296 | -63.8% | 0.00% | -69.2% |
| AGGY | Sell | WISDOMTREE YIELDmf closed and mf open | $10 | -33.3% | 236 | -32.8% | 0.00% | -33.3% |
| MELI | Sell | MERCADOLIBRE INC | $9 | -71.0% | 7 | -81.1% | 0.00% | -75.0% |
| GRES | Sell | INDEXIQ GLOBALmf closed and mf open | $8 | -33.3% | 227 | -34.6% | 0.00% | -40.0% |
| Sell | HALEON PLC | $7 | -22.2% | 836 | -23.0% | 0.00% | -25.0% | |
| UPST | Sell | UPSTART HOLDINGS | $8 | +14.3% | 507 | -6.3% | 0.00% | 0.0% |
| CGC | Sell | CANOPY GROWTH | $9 | -25.0% | 5,111 | -4.7% | 0.00% | -40.0% |
| TOTL | Sell | SPDR DOUBLELINEmf closed and mf open | $9 | -64.0% | 220 | -65.1% | 0.00% | -70.0% |
| SPIB | Sell | SPDR PORTFOLIOmf closed and mf open | $8 | -33.3% | 251 | -31.8% | 0.00% | -40.0% |
| DOCU | Sell | DOCUSIGN INC | $9 | -25.0% | 160 | -23.8% | 0.00% | -40.0% |
| KRE | Sell | SPDR S&Pmf closed and mf open | $5 | -94.8% | 104 | -93.6% | 0.00% | -94.7% |
| SAM | Sell | BOSTON BEER | $5 | -73.7% | 14 | -75.4% | 0.00% | -75.0% |
| EWA | Sell | ISHARES MSCImf closed and mf open | $5 | -50.0% | 233 | -46.2% | 0.00% | -50.0% |
| HAL | Sell | HALLIBURTON COMPANY | $3 | -40.0% | 80 | -38.5% | 0.00% | -50.0% |
| Sell | EMBECTA CORP | $4 | 0.0% | 142 | -2.1% | 0.00% | -50.0% | |
| OGN | Sell | ORGANON & CO | $3 | -40.0% | 149 | -9.1% | 0.00% | -50.0% |
| BIV | Sell | VANGUARD INTERMEDIATEmf closed and mf open | $1 | -87.5% | 17 | -84.1% | 0.00% | -100.0% |
| Exit | MICRO FOCUS | $0 | – | -12 | -100.0% | 0.00% | – | |
| TMDI | Exit | TITAN MEDICAL | $0 | – | -50 | -100.0% | 0.00% | – |
| Sell | PERIMETER SOLUTIONS | $1 | -50.0% | 141 | -23.0% | 0.00% | -100.0% | |
| AVNS | Exit | AVANOS MEDICAL | $0 | – | -3 | -100.0% | 0.00% | – |
| FRC | Sell | FIRST REPUBLIC | $1 | -95.7% | 48 | -74.7% | 0.00% | -100.0% |
| AYTU | Exit | AYTU BIOPHARMA | $0 | – | -21 | -100.0% | 0.00% | – |
| OTIS | Exit | OTIS WORLDWIDE | $0 | – | -9 | -100.0% | 0.00% | – |
| TEI | Exit | TEMPLETON EMERGING MKTSmf closed and mf open | $0 | – | -220 | -100.0% | 0.00% | – |
| ALC | Exit | ALCON INC | $0 | – | -7 | -100.0% | 0.00% | – |
| SI | Exit | SILVERGATE CAPITAL | $0 | – | -30 | -100.0% | 0.00% | – |
| HBIO | Sell | HARVARD BIOSCIENCE INC | $1 | 0.0% | 300 | -40.0% | 0.00% | – |
| CARR | Exit | CARRIER GLOBAL | $0 | – | -18 | -100.0% | 0.00% | – |
| EWZ | Exit | ISHARES MSCImf closed and mf open | $0 | – | -41 | -100.0% | 0.00% | – |
| HIG | Exit | HARTFORD FINANCIAL | $0 | – | -17 | -100.0% | 0.00% | – |
| COWN | Exit | COWEN INC | $0 | – | -83 | -100.0% | -0.00% | – |
| NGG | Exit | NATIONAL GRID | $0 | – | -32 | -100.0% | -0.00% | – |
| TEX | Exit | TEREX CORP | $0 | – | -50 | -100.0% | -0.00% | – |
| RINF | Exit | PROSHARES 30mf closed and mf open | $0 | – | -100 | -100.0% | -0.00% | – |
| ETRN | Exit | EQUITRANS MIDSTREAM | $0 | – | -700 | -100.0% | -0.00% | – |
| QYLD | Exit | GLOBAL Xmf closed and mf open | $0 | – | -300 | -100.0% | -0.00% | – |
| TWIN | Exit | TWIN DISC | $0 | – | -500 | -100.0% | -0.00% | – |
| SBS | Exit | COMPANHIA DE SANEAMENTO | $0 | – | -390 | -100.0% | -0.00% | – |
| YELP | Exit | YELP INC | $0 | – | -250 | -100.0% | -0.00% | – |
| VCSH | Exit | VANGUARD SHORTmf closed and mf open | $0 | – | -124 | -100.0% | -0.00% | – |
| D | Exit | DOMINION ENERGY | $0 | – | -150 | -100.0% | -0.00% | – |
| CEQP | Exit | CRESTWOOD EQUITY | $0 | – | -500 | -100.0% | -0.01% | – |
| PBT | Exit | PERMIAN BASIN | $0 | – | -500 | -100.0% | -0.01% | – |
| SJI | Exit | SOUTH JERSEY | $0 | – | -408 | -100.0% | -0.01% | – |
| COWZ | Exit | PACER USmf closed and mf open | $0 | – | -366 | -100.0% | -0.01% | – |
| TLTE | Exit | FLEXSHARES MORNINGSTARmf closed and mf open | $0 | – | -449 | -100.0% | -0.01% | – |
| MVV | Exit | PROSHARES ULTRAmf closed and mf open | $0 | – | -464 | -100.0% | -0.01% | – |
| UWM | Exit | PROSHARES ULTRAmf closed and mf open | $0 | – | -694 | -100.0% | -0.01% | – |
| TILT | Exit | FLEXSHARES MORNINGSTARmf closed and mf open | $0 | – | -350 | -100.0% | -0.02% | – |
| Exit | WEBER INC | $0 | – | -6,714 | -100.0% | -0.02% | – | |
| TLTD | Exit | FLEXSHARES MORNINGSTARmf closed and mf open | $0 | – | -1,208 | -100.0% | -0.03% | – |
| IYF | Exit | ISHARES U Smf closed and mf open | $0 | – | -1,075 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL | 19 | Q3 2023 | 8.8% |
| ISHARES RUSSELL | 19 | Q3 2023 | 8.2% |
| ABBVIE INC | 19 | Q3 2023 | 8.1% |
| BAXTER INTL | 19 | Q3 2023 | 6.7% |
| EDWARDS LIFESCIENCES | 19 | Q3 2023 | 4.9% |
| ABBOTT LABORATORIES | 19 | Q3 2023 | 4.5% |
| ISHARES CORE | 19 | Q3 2023 | 7.1% |
| AMAZON COM | 19 | Q3 2023 | 5.7% |
| SPDR S&P | 19 | Q3 2023 | 3.7% |
| APPLE INC | 19 | Q3 2023 | 3.6% |
View TSFG, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-02-10 |
View TSFG, 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.