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TSFG, LLC

SEC CIK
0001800513
Latest filing
Jul 23, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Jan 24, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
926
−117 vs. Q3 2023
Portfolio value
$317.3M
+$36.6M (+13.0%) vs. Q3 2023
Filed
Jan 24, 2024
SEC
Holdings of TSFG, LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF119,310$28.3M8.9%+25,777+27.6%Added–
iShares Russell 1000 Growth ETF464287614ETF71,290$21.6M6.8%+15,329+27.4%Added–
ABBVAbbVie Inc.Stock125,421$19.4M6.1%−2,544−2.0%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF71,492$13.8M4.3%+11,999+20.2%Added–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF294,016$13.7M4.3%+227,277+340.5%Added–
ABTAbbott LaboratoriesStock99,239$10.9M3.4%+3,026+3.1%AddedHistory
Invesco S&P 500 Quality ETF46137V241ETF198,478$10.7M3.4%+39,367+24.7%Added–
SPYSPDR S&P 500 ETF TrustETF21,525$10.2M3.2%+252+1.2%AddedHistory
AAPLApple Inc.Stock50,077$9.64M3.0%−866−1.7%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF17,962$7.36M2.3%+1,495+9.1%Added–
SPDR Series Trust78464A672ST INTER ETF232,471$6.64M2.1%+93,207+66.9%Added–
EWEdwards Lifesciences CorpStock84,948$6.48M2.0%−625−0.7%ReducedHistory
AMZNAmazon Com IncStock40,787$6.20M2.0%+154+0.4%AddedHistory
iShares Tr464287150CORE S&P TTL STK57,956$6.10M1.9%−12,510−17.8%Reduced–
Vanguard Morningstar Value ETF922908744ETF36,071$5.39M1.7%−8,540−19.1%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF22,981$5.35M1.7%+6,205+37.0%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF34,479$4.70M1.5%−19,170−35.7%Reduced–
BAXBaxter International IncStock106,413$4.11M1.3%+2,438+2.3%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF23,374$3.98M1.3%−172−0.7%Reduced–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF17,417$3.82M1.2%−5,494−24.0%Reduced–
MSFTMicrosoft CorpStock10,166$3.82M1.2%−91−0.9%ReducedHistory
TSLATesla, Inc.Stock13,476$3.35M1.1%−131−1.0%ReducedHistory
Vanguard Information Technology ETF92204A702ETF6,723$3.25M1.0%−890−11.7%Reduced–
iShares S&P 500 Value ETF464287408ETF14,445$2.51M0.8%+4,545+45.9%Added–
WisdomTree Tr97717Y527FLOATNG RAT TREA48,184$2.42M0.8%+48,164+240,820.0%Added–
Invesco Exchange Traded FD T46137V373S&P500 EQL STP73,296$2.30M0.7%−699−0.9%Reduced–
GOOGAlphabet Inc.Stock16,033$2.26M0.7%+188+1.2%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF26,544$2.23M0.7%+3,308+14.2%Added–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF32,375$2.11M0.7%−18,603−36.5%Reduced–
NVDANVIDIA CorpStock4,194$2.08M0.7%−124−2.9%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF19,807$2.07M0.7%−1,826−8.4%Reduced–
SPDR Series Trust78468R754ST STR R1K LOWV16,655$1.91M0.6%−6,813−29.0%Reduced–
Schwab US Dividend Equity ETF808524797ETF24,674$1.88M0.6%−471−1.9%Reduced–
iShares Tr464287622RUS 1000 ETF7,155$1.88M0.6%−1,393−16.3%Reduced–
VanEck Semiconductor ETF92189F676ETF10,462$1.83M0.6%−828−7.3%Reduced–
MDYSPDR S&P Midcap 400 ETF TrustETF3,529$1.79M0.6%−20−0.6%ReducedHistory
Vanguard S&P 500 ETF922908363ETF4,009$1.75M0.6%+2,220+124.1%Added–
iShares S&P 500 Growth ETF464287309ETF22,198$1.67M0.5%−779−3.4%Reduced–
iShares Russell 2000 ETF464287655ETF8,126$1.63M0.5%−1,698−17.3%Reduced–
CVSCVS Health CorpStock19,989$1.58M0.5%−168−0.8%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT9,124$1.44M0.5%+5+0.1%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF14,074$1.40M0.4%−1,121−7.4%Reduced–
BRK.BBerkshire Hathaway IncStock3,792$1.35M0.4%+66+1.8%AddedHistory
iShares Tr464288414NATIONAL MUN ETF12,395$1.34M0.4%+1,430+13.0%Added–
iShares Core S&P Small Cap ETF464287804ETF12,400$1.34M0.4%−5,299−29.9%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF11,207$1.28M0.4%−4,553−28.9%Reduced–
Vanguard Morningstar Large-Cap ETF922908637ETF5,770$1.26M0.4%+7+0.1%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF33,154$1.25M0.4%−37,257−52.9%Reduced–
XOMExxonMobil Holdings CorpCOM11,750$1.18M0.4%−121−1.0%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF14,219$1.11M0.3%−4,647−24.6%Reduced–
iShares Core S&P 500 ETF464287200ETF2,298$1.10M0.3%−187−7.5%Reduced–
iShares Tr46434V878ULTRA SHORT DUR21,156$1.06M0.3%−5,013−19.2%Reduced–
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV10,746$1.06M0.3%−419−3.8%Reduced–
iShares Russell Midcap ETF464287499ETF13,232$1.03M0.3%−329−2.4%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF3,680$1.02M0.3%−535−12.7%Reduced–
SPDR Series Trust78468R804ST STR R1K LOWV6,821$989.0K0.3%−2,490−26.7%Reduced–
iShares Russell 1000 Value ETF464287598ETF5,935$981.0K0.3%−1,176−16.5%Reduced–
CAHCardinal Health IncStock8,746$882.0K0.3%+8+0.1%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF4,650$837.0K0.3%−915−16.4%Reduced–
Vanguard Morningstar Growth ETF922908736ETF2,674$831.0K0.3%−83−3.0%Reduced–
AMEAmetek IncCOM4,455$735.0K0.2%−11−0.2%ReducedHistory
CRMSalesforce, Inc.Stock2,686$707.0K0.2%−91−3.3%ReducedHistory
T Rowe Price Exchange-Traded87283Q867CAP APPRECIATION23,809$658.0K0.2%+23,809New–
JPMJPMorgan Chase & CoStock3,652$621.0K0.2%+309+9.2%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF3,393$607.0K0.2%−162−4.6%Reduced–
PGProcter & Gamble CoStock4,128$605.0K0.2%−58−1.4%ReducedHistory
SBUXStarbucks CorpStock6,202$595.0K0.2%−137−2.2%ReducedHistory
GLDSPDR Gold TrustETF3,076$588.0K0.2%+83+2.8%AddedHistory
FFord Motor CoStock47,780$582.0K0.2%−930−1.9%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF8,002$576.0K0.2%−154−1.9%Reduced–
MRKMerck & Co., Inc.Stock5,116$558.0K0.2%−635−11.0%ReducedHistory
iShares Inc464286533MSCI EMERG MRKT9,788$544.0K0.2%−395−3.9%Reduced–
Global X FDS37954Y673US INFR DEV ETF15,587$537.0K0.2%−8,128−34.3%Reduced–
JNJJohnson & JohnsonStock3,308$519.0K0.2%−250−7.0%ReducedHistory
CVXChevron CorpStock3,459$516.0K0.2%−14−0.4%ReducedHistory
WMTWalmart Inc.Stock3,216$507.0K0.2%−272−7.8%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW1,434$484.0K0.2%−60−4.0%ReducedHistory
CEGConstellation Energy CorpStock4,121$482.0K0.2%+45+1.1%AddedHistory
COSTCostco Wholesale CorpStock711$469.0K0.1%−73−9.3%ReducedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,930$467.0K0.1%−151−7.3%Reduced–
Invesco Nasdaq 100 ETF46138G649ETF2,744$462.0K0.1%−76−2.7%Reduced–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF17,282$459.0K0.1%+17,282New–
Invesco Exchange Traded FD T46137V506DIVID ACHIEVEV11,504$459.0K0.1%−78−0.7%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF6,498$457.0K0.1%−10,055−60.7%Reduced–
EXCExelon CorpStock12,482$448.0K0.1%+145+1.2%AddedHistory
iShares Tr464288158SHRT NAT MUN ETF4,171$440.0K0.1%+4,171New–
LLYEli Lilly & CoStock752$438.0K0.1%−7−0.9%ReducedHistory
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 60010,513$436.0K0.1%+2,861+37.4%Added–
SPDR Series Trust78464A805ST STR PR SP15007,460$436.0K0.1%00.0%Unchanged–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF2,979$432.0K0.1%+8+0.3%Added–
iShares U.S. Healthcare Providers ETF464288828ETF1,642$431.0K0.1%−89−5.1%Reduced–
PEPPepsiCo IncStock2,512$427.0K0.1%−111−4.2%ReducedHistory
iShares Tr46428743220 YR TR BD ETF4,250$420.0K0.1%+4,250New–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF9,640$407.0K0.1%−12,224−55.9%Reduced–
SPDR Series Trust78464A763ST STR SP DIV3,233$404.0K0.1%−60−1.8%Reduced–
METAMeta Platforms, Inc.Stock1,139$403.0K0.1%−22−1.9%ReducedHistory
NFLXNetflix IncStock800$390.0K0.1%−73−8.4%ReducedHistory
iShares Core High Dividend ETF46429B663ETF3,766$384.0K0.1%00.0%Unchanged–
iShares Tr464288372GLB INFRASTR ETF8,067$380.0K0.1%−158−1.9%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F6,540$379.0K0.1%+5+0.1%Added–

Sold out since Q3 2023 (160)

Positions held at the end of Q3 2023 that are gone from this filing.

The largest 100 of 160 by value last quarter.

Positions of TSFG, LLC sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
Vanguard Industrials ETF92204A603ETF8,934$1.74M0.6%–
Indexiq ETF Tr45409B388IQ CHAIKIN US40,184$1.29M0.5%–
PIMCO ETF Tr72201R88225YR+ ZERO U S10,142$738.0K0.3%–
Vanguard Materials ETF92204A801ETF2,773$478.0K0.2%–
iShares Tr46435G334MSCI UK ETF NEW4,988$158.0K0.1%–
Nuveen PFD & Incm Securties67072C105COM20,450$126.0K<0.1%–
VMWVmware LLCCL A COM636$106.0K<0.1%History
HZNPHorizon Therapeutics Public Ltd CoSHS750$87.0K<0.1%History
WENWendy's CoStock4,139$84.0K<0.1%History
iShares Inc464286749MSCI SWITZERLAND1,625$71.0K<0.1%–
iShares Inc464286509MSCI CDA ETF1,837$61.0K<0.1%–
iShares U.S. Regional Banks ETF464288778ETF1,715$58.0K<0.1%–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF2,010$53.0K<0.1%–
J P Morgan Exchange Traded F46641Q399BETABUILDRS US451$35.0K<0.1%–
iShares Inc464286756MSCI SWEDEN ETF539$18.0K<0.1%–
BTGB2GOLD CorpCOM6,064$18.0K<0.1%History
RYRoyal Bank of CanadaStock163$14.0K<0.1%History
DLRDigital Realty Trust, Inc.COM113$14.0K<0.1%History
J P Morgan Exchange Traded F46641Q373BETABUILDERS I263$14.0K<0.1%–
PXDPioneer Natural Resources CoCOM61$14.0K<0.1%History
ADPAutomatic Data Processing IncStock52$13.0K<0.1%History
WisdomTree Tr97717X701EUROPE HEDGED EQ320$13.0K<0.1%–
KBRKBR, Inc.COM200$12.0K<0.1%History
PAYXPaychex IncStock93$11.0K<0.1%History
KSSKOHLS CorpStock513$11.0K<0.1%History
TFCTruist Financial CorpCOM303$9.00K<0.1%History
IEPIcahn Enterprises L.P.DEPOSITARY UNIT445$9.00K<0.1%History
VACMarriott Vacations Worldwide CorpCOM80$8.00K<0.1%History
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX90$8.00K<0.1%–
First Tr Exchange-Traded FD33734X101CONSUMR DISCRE154$8.00K<0.1%–
TWNKHostess Brands, Inc.CL A251$8.00K<0.1%History
PAAPlains All American Pipeline LPUNIT LTD PARTN462$7.00K<0.1%History
PAGPenske Automotive Group, Inc.COM43$7.00K<0.1%History
WIREEncore Wire CorpCOM41$7.00K<0.1%History
Indexiq ETF Tr45409B883IQ GLB RES ETF227$7.00K<0.1%–
GPCGenuine Parts CoStock44$6.00K<0.1%History
Fidelity MSCI Utilities Index ETF316092865ETF170$6.00K<0.1%–
JBLJabil IncStock45$6.00K<0.1%History
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A1,350$6.00K<0.1%History
TOLToll Brothers, Inc.COM84$6.00K<0.1%History
APOApollo Global Management, Inc.COM62$6.00K<0.1%History
J P Morgan Exchange Traded F46641Q266ACTIVEBLDRS EMER161$6.00K<0.1%–
ACGLArch Capital Group Ltd.Stock67$5.00K<0.1%History
OCOwens CorningStock34$5.00K<0.1%History
ORLYO Reilly Automotive IncStock6$5.00K<0.1%History
AONAon plcCL A14$5.00K<0.1%History
SGISomnigroup International Inc.COM106$5.00K<0.1%History
RELXRELX PLCSPONSORED ADR142$5.00K<0.1%History
PRIMPrimoris Services CorpStock122$4.00K<0.1%History
FSLRFirst Solar, Inc.Stock27$4.00K<0.1%History
MNSTMonster Beverage CorpCOM68$4.00K<0.1%History
NUENucor CorpCOM22$4.00K<0.1%History
ENVAEnova International, Inc.COM69$4.00K<0.1%History
PHMPultegroup IncCOM49$4.00K<0.1%History
ATKRAtkore Inc.COM29$4.00K<0.1%History
ANFAbercrombie & Fitch CoCL A79$4.00K<0.1%History
TMHCTaylor Morrison Home CorpCOM98$4.00K<0.1%History
MHOM/I Homes, Inc.COM48$4.00K<0.1%History
RSReliance, Inc.COM14$4.00K<0.1%History
Textainer Group Holdings LtdG8766E109SHS118$4.00K<0.1%–
CORCencora, Inc.Stock16$3.00K<0.1%History
LINLinde PLCStock7$3.00K<0.1%History
COFCapital One Financial CorpStock27$3.00K<0.1%History
RDNRadian Group IncCOM115$3.00K<0.1%History
CNOCNO Financial Group, Inc.COM139$3.00K<0.1%History
RLRalph Lauren CorpCL A22$3.00K<0.1%History
WDAYWorkday, Inc.CL A14$3.00K<0.1%History
WERNWerner Enterprises IncCOM65$3.00K<0.1%History
ARCBArcbest CorpCOM28$3.00K<0.1%History
ARWArrow Electronics, Inc.COM21$3.00K<0.1%History
MTGMgic Investment CorpCOM184$3.00K<0.1%History
CHDNChurchill Downs IncCOM22$3.00K<0.1%History
DHIHorton D R IncCOM29$3.00K<0.1%History
NXSTNexstar Media Group, Inc.COMMON STOCK22$3.00K<0.1%History
KNXKnight-Swift Transportation Holdings Inc.CL A51$3.00K<0.1%History
HTHHilltop Holdings Inc.COM111$3.00K<0.1%History
HSBCHSBC Holdings PLCSPON ADR NEW82$3.00K<0.1%History
LENLennar CorpCL A27$3.00K<0.1%History
J P Morgan Exchange Traded F46641Q241BETABUILDERS US74$3.00K<0.1%–
ADArray Digital Infrastructure, Inc.COM60$3.00K<0.1%History
CBRLCracker Barrel Old Country Store, IncCOM50$3.00K<0.1%History
WORWorthington Enterprises, Inc.COM51$3.00K<0.1%History
RDUSRadius Recycling, Inc.CL A105$3.00K<0.1%History
TPHTri Pointe Homes, Inc.COM123$3.00K<0.1%History
ULUnilever PLCSPON ADR NEW54$3.00K<0.1%History
ELVElevance Health, Inc.Stock5$2.00K<0.1%History
PGRProgressive CorpStock13$2.00K<0.1%History
VFCV F CorpStock141$2.00K<0.1%History
ARK Blockchain & Fintech Innovation ETF00214Q708ETF100$2.00K<0.1%–
APDAir Products & Chemicals, Inc.Stock7$2.00K<0.1%History
SMPStandard Motor Products, Inc.Stock65$2.00K<0.1%History
SLABSilicon Laboratories Inc.Stock16$2.00K<0.1%History
GTMZoomInfo Technologies Inc.Stock100$2.00K<0.1%History
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR173$2.00K<0.1%History
MTCHMatch Group, Inc.COM51$2.00K<0.1%History
THOThor Industries IncCOM21$2.00K<0.1%History
DIODDiodes IncCOM29$2.00K<0.1%History
CRICarters IncCOM29$2.00K<0.1%History
MOHMolina Healthcare, Inc.COM6$2.00K<0.1%History
BROSDutch Bros Inc.CL A100$2.00K<0.1%History