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TSFG, LLC

SEC CIK
0001800513
Latest filing
Jul 23, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed Apr 14, 2021. Long positions only.

Institution overview
Positions
777
No 13F data for Q4 2020
Portfolio value
$196.7M
No 13F data for Q4 2020
Filed
Apr 14, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of TSFG, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF78,111$16.1M8.2%–––
iShares Russell 1000 Growth ETF464287614ETF51,614$12.5M6.4%–––
ABBVAbbVie Inc.Stock100,594$10.9M5.5%––History
ABTAbbott LaboratoriesStock71,958$8.62M4.4%––History
BAXBaxter International IncStock99,181$8.37M4.3%––History
AMZNAmazon Com IncStock2,538$7.85M4.0%––History
State Street Technology Select Sector SPDR ETF81369Y803ETF53,079$7.05M3.6%–––
EWEdwards Lifesciences CorpStock82,968$6.94M3.5%––History
AAPLApple Inc.Stock49,252$6.02M3.1%––History
SPYSPDR S&P 500 ETF TrustETF14,967$5.93M3.0%––History
iShares Tr464287150CORE S&P TTL STK64,096$5.87M3.0%–––
Invesco QQQ Trust Series I46090E103ETF17,986$5.74M2.9%–––
State Street Health Care Select Sector SPDR ETF81369Y209ETF38,941$4.55M2.3%–––
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF18,144$3.89M2.0%–––
Vanguard Information Technology ETF92204A702ETF8,772$3.15M1.6%–––
Invesco Exchange Traded FD T46137V373S&P500 EQL STP19,032$3.00M1.5%–––
TSLATesla, Inc.Stock4,375$2.92M1.5%––History
Vanguard Dividend Appreciation ETF921908844ETF16,528$2.43M1.2%–––
State Street Financial Select Sector SPDR ETF81369Y605ETF69,162$2.35M1.2%–––
MSFTMicrosoft CorpStock9,292$2.19M1.1%––History
iShares Russell Mid-Cap Growth ETF464287481ETF21,122$2.16M1.1%–––
Vanguard Morningstar Mid-Cap ETF922908629ETF9,092$2.01M1.0%–––
iShares Tr464287622RUS 1000 ETF8,348$1.87M1.0%–––
MDYSPDR S&P Midcap 400 ETF TrustETF3,734$1.78M0.9%––History
iShares Tr46434V878ULTRA SHORT DUR34,815$1.76M0.9%–––
CVSCVS Health CorpStock20,301$1.53M0.8%––History
Indexiq ETF Tr45409B388IQ CHAIKIN US42,406$1.31M0.7%–––
iShares Russell 2000 ETF464287655ETF5,121$1.13M0.6%–––
Vanguard Morningstar Small-Cap Value ETF922908611ETF6,507$1.08M0.5%–––
iShares Core S&P Small Cap ETF464287804ETF9,924$1.08M0.5%–––
DISWalt Disney CoStock5,276$973.0K0.5%––History
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV11,120$936.0K0.5%–––
Schwab US Dividend Equity ETF808524797ETF12,637$921.0K0.5%–––
iShares S&P 500 Growth ETF464287309ETF12,944$843.0K0.4%–––
iShares MSCI USA Min Vol Factor ETF46429B697ETF12,157$841.0K0.4%–––
TAKTakeda Pharmaceutical Co LtdADR44,844$819.0K0.4%––History
iShares Core S&P 500 ETF464287200ETF2,044$813.0K0.4%–––
SBUXStarbucks CorpStock7,398$808.0K0.4%––History
ARK Innovation ETF00214Q104ETF6,490$778.0K0.4%–––
iShares Russell Midcap ETF464287499ETF10,225$756.0K0.4%–––
iShares Inc464286533MSCI EMERG MRKT11,862$749.0K0.4%–––
WBAWalgreens Boots Alliance, Inc.COM13,165$723.0K0.4%––History
CRMSalesforce, Inc.Stock3,395$719.0K0.4%––History
SPDR Ser Tr78464A110FACTST INV ETF3,322$694.0K0.4%–––
GOOGAlphabet Inc.Stock297$614.0K0.3%––History
XOMExxonMobil Holdings CorpCOM10,739$600.0K0.3%––History
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF3,547$596.0K0.3%–––
TAT&T Inc.Stock18,258$553.0K0.3%––History
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF7,888$539.0K0.3%–––
iShares Tr464287556ISHARES BIOTECH3,541$533.0K0.3%–––
State Street Industrial Select Sector SPDR ETF81369Y704ETF5,365$528.0K0.3%–––
PGProcter & Gamble CoStock3,870$524.0K0.3%––History
FFord Motor CoStock41,488$508.0K0.3%––History
CAHCardinal Health IncStock7,720$469.0K0.2%––History
NFLXNetflix IncStock891$465.0K0.2%––History
JNJJohnson & JohnsonStock2,689$442.0K0.2%––History
AMEAmetek IncCOM3,381$432.0K0.2%––History
EXCExelon CorpStock9,731$426.0K0.2%––History
TWTRTwitter, Inc.COM6,601$420.0K0.2%––History
MRKMerck & Co., Inc.Stock5,166$398.0K0.2%––History
Invesco Exchange Traded FD T46137V506DIVID ACHIEVEV11,376$393.0K0.2%–––
Amplify Blockchain Technology ETF032108607ETF7,007$391.0K0.2%–––
JPMJPMorgan Chase & CoStock2,414$368.0K0.2%––History
METAMeta Platforms, Inc.Stock1,239$365.0K0.2%––History
BRK.BBerkshire Hathaway IncStock1,410$360.0K0.2%––History
Vanguard Morningstar Value ETF922908744ETF2,731$359.0K0.2%–––
PEPPepsiCo IncStock2,516$356.0K0.2%––History
New York Life Invts Active E45409F827MACKAY MUN INTER13,110$350.0K0.2%–––
PPGPPG Industries IncStock2,310$347.0K0.2%––History
ISRGIntuitive Surgical IncCOM NEW460$340.0K0.2%––History
ProShares Tr74348A467S&P 500 DV ARIST3,868$334.0K0.2%–––
MOAltria Group, Inc.Stock6,427$329.0K0.2%––History
BEBloom Energy CorpCOM CL A11,923$323.0K0.2%––History
ADBEAdobe Inc.Stock677$322.0K0.2%––History
iShares Russell 1000 Value ETF464287598ETF2,110$320.0K0.2%–––
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,437$317.0K0.2%–––
SPDR Series Trust78464A805ST STR PR SP15006,454$317.0K0.2%–––
GLDSPDR Gold TrustETF1,971$315.0K0.2%––History
iShares Core S&P Mid-Cap ETF464287507ETF1,193$311.0K0.2%–––
iShares Tr464288372GLB INFRASTR ETF6,844$308.0K0.2%–––
U.S. Global Jets ETF26922A842ETF10,831$291.0K0.1%–––
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF3,050$284.0K0.1%–––
VZVerizon Communications IncStock4,784$278.0K0.1%––History
NVDANVIDIA CorpStock520$278.0K0.1%––History
DEDeere & CoStock642$240.0K0.1%––History
ARK ETF Tr00214Q302GENOMIC REV ETF2,701$240.0K0.1%–––
BACBank of America CorpStock6,092$236.0K0.1%––History
GOOGLAlphabet Inc.Stock109$225.0K0.1%––History
iShares Core U.S. Aggregate Bond ETF464287226ETF1,967$224.0K0.1%–––
iShares S&P 500 Value ETF464287408ETF1,578$223.0K0.1%–––
First Tr Exchange-Traded FD33734X101CONSUMR DISCRE3,832$223.0K0.1%–––
WHRWhirlpool CorpStock1,002$221.0K0.1%––History
KOCoca Cola CoStock4,183$220.0K0.1%––History
VanEck Semiconductor ETF92189F676ETF900$219.0K0.1%–––
SPDR Series Trust78464A516ST INTL BBG ETF7,403$216.0K0.1%–––
BABoeing CoStock843$215.0K0.1%––History
Vanguard Morningstar Small-Cap Growth ETF922908595ETF782$215.0K0.1%–––
PMPhilip Morris International Inc.Stock2,391$212.0K0.1%––History
SHOPShopify Inc.Stock192$212.0K0.1%––History
iShares Russell Mid-Cap Value ETF464287473ETF1,915$209.0K0.1%–––