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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

TFG Advisers LLC

Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002152

Total Value
$275.6M
Positions
208
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (208)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL76,090$16.9M6.13%
2MICROSOFT CORPMSFT30,533$11.5M4.16%
3JPMORGAN CHASE & CO.VYLD36,434$8.9M3.24%
4COSTCO WHSL CORP NEW22160K1058,848$8.4M3.04%
5AUTOMATIC DATA PROCESSING INADP24,672$7.5M2.73%
6NVIDIA CORPORATIONNVDA69,341$7.5M2.73%
7AMAZON COM INCAMZN35,082$6.7M2.42%
8STRYKER CORPORATIONSYK13,769$5.1M1.86%
9VISA INCV12,941$4.5M1.65%
10ABBVIE INCABBV20,952$4.4M1.59%
11UNITEDHEALTH GROUP INCUNH7,738$4.1M1.47%
12SSGA ACTIVE ETF TR78467V60894,097$3.9M1.40%
13ALPHABET INCGOOG24,228$3.7M1.36%
14PROCTER AND GAMBLE CO74271810921,179$3.6M1.31%
15J P MORGAN EXCHANGE TRADED F46641Q83770,204$3.6M1.29%
16CHEVRON CORP NEWCVX21,070$3.5M1.28%
17AMERICAN TOWER CORP NEW03027X10016,139$3.5M1.27%
18UNION PAC CORPUNP14,605$3.5M1.25%
19WISDOMTREE TRWT64,728$3.2M1.16%
20ISHARES TR46428710111,593$3.1M1.14%
21SPDR SER TR78464A35939,414$3.0M1.10%
22INTERNATIONAL BUSINESS MACHSINTR12,085$3.0M1.09%
23CISCO SYS INCCSCO47,101$2.9M1.05%
24ELI LILLY & COLLY3,464$2.9M1.04%
25HOME DEPOT INCHD7,681$2.8M1.02%
26PEPSICO INCPEP18,088$2.7M0.98%
27SOUTHERN COSOMN28,332$2.6M0.95%
28NEXTERA ENERGY INCNEE-PW35,922$2.5M0.92%
29FIRST TR VALUE LINE DIVID IN33734H10656,028$2.5M0.91%
30CHUBB LIMITEDCB7,931$2.4M0.87%
31AMERICAN ELEC PWR CO INC02553710121,893$2.4M0.87%
32SPDR SER TR78468R85356,393$2.3M0.83%
33FIRST TR SR FLTG RATE INCOME33733U108219,234$2.2M0.81%
34EXXON MOBIL CORPXOM18,437$2.2M0.80%
35IRON MTN INC DEL46284V10125,238$2.2M0.79%
36GOLDMAN SACHS GROUP INCGSCE3,954$2.2M0.78%
37ILLINOIS TOOL WKS INC4523081098,419$2.1M0.76%
38TARGA RES CORPTRGP10,364$2.1M0.75%
39ISHARES TR46428868765,569$2.0M0.73%
40COCA COLA COKO27,077$1.9M0.70%
41JOHNSON & JOHNSONJNJ11,584$1.9M0.70%
42PRUDENTIAL FINL INCPUKPF16,945$1.9M0.69%
43VANGUARD SPECIALIZED FUNDS9219088449,715$1.9M0.68%
44MCDONALDS CORPMCD5,842$1.8M0.66%
45LINDE PLCLIN3,711$1.7M0.63%
46SPDR SER TR78464A76311,764$1.6M0.58%
47ISHARES TR46428780414,772$1.5M0.56%
48QUALCOMM INCQCOM10,007$1.5M0.56%
49KLA CORPKLAC2,221$1.5M0.55%
50CUMMINS INCCMI4,776$1.5M0.54%
51INVESCO EXCHANGE TRADED FD TIVZ78,398$1.5M0.54%
52WISDOMTREE TRWT46,185$1.5M0.54%
53WP CAREY INC92936U10922,262$1.4M0.51%
54VERIZON COMMUNICATIONS INCVZ30,862$1.4M0.51%
55FIRST TR EXCHANGE TRADED FD33738R11818,984$1.4M0.51%
56ARES CAPITAL CORPARCC61,863$1.4M0.50%
57NORFOLK SOUTHN CORP6558441085,699$1.3M0.49%
58PARKER-HANNIFIN CORPPH2,152$1.3M0.47%
59LOCKHEED MARTIN CORPLMT2,887$1.3M0.47%
60FIRST TR NASDAQ 100 TECH IND3373451027,197$1.2M0.45%
61FEDEX CORPFDX5,107$1.2M0.45%
62FIRST TR EXCHANGE TRADED FD33734X1769,337$1.2M0.45%
63VANGUARD INDEX FDS9229087515,408$1.2M0.44%
64L3HARRIS TECHNOLOGIES INCLHX5,727$1.2M0.43%
65SPDR SER TR78464A85418,130$1.2M0.43%
66HERCULES CAPITAL INCHCXY60,188$1.2M0.42%
67ESSENTIAL UTILS INC29670G10228,771$1.1M0.41%
68OMNICOM GROUP INCOMC13,287$1.1M0.40%
69MICROCHIP TECHNOLOGY INC.MCHPP21,908$1.1M0.38%
70MARRIOTT INTL INC NEW5719032024,439$1.1M0.38%
71META PLATFORMS INCMETA1,734$999,6260.36%
72INVESCO QQQ TRIVZ2,100$984,5110.36%
73DOMINOS PIZZA INCDPZ2,140$983,1950.36%
74VANECK ETF TRUST92189F43733,779$974,8750.35%
75KINDER MORGAN INC DELEP-PC34,113$973,2550.35%
76ISHARES TR46428750716,678$973,1550.35%
77CORNING INCGLW21,210$971,0040.35%
78VANGUARD INDEX FDS9229086293,654$945,0870.34%
79ACCENTURE PLC IRELANDACN3,018$941,7530.34%
80HONEYWELL INTL INC4385161064,318$914,2520.33%
81TOPBUILD CORPBLD2,907$886,3980.32%
82SALESFORCE INCCRM3,274$878,7010.32%
83MASTERCARD INCORPORATEDMA1,588$870,3770.32%
84WILLIAMS SONOMA INCWSM5,439$859,8340.31%
85UNITED PARCEL SERVICE INCUPS7,799$857,8140.31%
86REALTY INCOME CORPO14,450$838,2190.30%
87FREEPORT-MCMORAN INCFCX21,829$826,4600.30%
88DTE ENERGY CODTK5,892$814,6950.30%
89VANGUARD WHITEHALL FDS9219464066,307$813,4010.30%
90WISDOMTREE TRWT22,397$799,0200.29%
91PALO ALTO NETWORKS INCPANW4,615$787,4430.29%
92ABBOTT LABSABLZF5,854$776,4770.28%
93CAMBRIA ETF TR13206120112,130$774,6050.28%
94INVESCO EXCH TRADED FD TR IIIVZ10,093$754,1780.27%
95AMERICAN WTR WKS CO INC NEW0304201035,096$751,7510.27%
96ISHARES TR4642874659,127$745,9620.27%
97FIRST TR EXCHANGE-TRADED FD33738D30916,227$740,7630.27%
98WALMART INCWMT8,350$733,0130.27%
99SPDR S&P 500 ETF TRSPY1,281$716,5570.26%
100MONDELEZ INTL INC60920710510,447$708,7980.26%
101PUBLIC STORAGE OPER COPSA-PS2,350$703,2380.26%
102DUKE ENERGY CORP NEWDUKB5,362$653,9640.24%
103PIMCO ETF TR72201R7836,816$638,4040.23%
104FORMULA SYSTEMS 1985 LTDFORTY7,258$631,6480.23%
105PAYCHEX INCPAYX4,046$624,2160.23%
106STARBUCKS CORPSBUX6,256$613,6500.22%
107DUPONT DE NEMOURS INCDD8,181$610,9380.22%
108RTX CORPORATIONRTX4,523$599,1260.22%
109CATERPILLAR INCCAT1,783$588,1860.21%
110FASTENAL COFAST7,448$577,5710.21%
111ZOETIS INCZTS3,501$576,3590.21%
112VALERO ENERGY CORPVLO4,348$574,1830.21%
113COLGATE PALMOLIVE COCL6,095$571,0820.21%
114DT MIDSTREAM INCDTM5,878$567,0850.21%
115PPG INDS INC6935061075,137$561,7790.20%
116AMPHENOL CORP NEW0320951018,548$560,6350.20%
117HILTON WORLDWIDE HLDGS INCHLT2,393$544,4640.20%
118XYLEM INCXYL4,549$543,4800.20%
119MERCK & CO INCMRK5,968$535,6670.19%
120DOMINION ENERGY INCD9,545$535,1810.19%
121HOWMET AEROSPACE INCHWM4,119$534,3880.19%
122GENERAL MLS INC3703341048,856$529,4790.19%
123SPDR S&P MIDCAP 400 ETF TRMDY981$523,1160.19%
124CARLISLE COS INC1423391001,532$521,8060.19%
125PIMCO ETF TR72201R8335,177$520,8790.19%
126VANGUARD INDEX FDS9229087691,877$515,9710.19%
127AIR PRODS & CHEMS INCAIIR1,738$512,6100.19%
128SPDR SER TR78468R60621,880$512,4250.19%
129ISHARES TR4642877213,632$510,0740.19%
130AT&T INCT-PC17,817$503,8530.18%
131INVESCO EXCHANGE TRADED FD TIVZ16,272$501,5030.18%
132CARRIER GLOBAL CORPORATIONCARR7,845$497,3650.18%
133ADVANCED MICRO DEVICES INCAMD4,732$486,1770.18%
134BOEING COBA-PA2,824$481,6240.17%
135SKYWORKS SOLUTIONS INCSWKS7,297$471,5820.17%
136ISHARES TR4642876552,350$468,8140.17%
137INTUITIVE SURGICAL INCISRG935$463,0750.17%
138SPDR SER TR78464A8478,943$457,7280.17%
139AFLAC INCAFL4,100$455,9010.17%
140BADGER METER INCBMI2,378$452,4540.16%
141PPL CORPPPLC12,285$443,6110.16%
142FORD MTR CO34537086043,553$436,8350.16%
143SCHWAB STRATEGIC TR80852479715,550$434,7700.16%
144PHILIP MORRIS INTL INC7181721092,719$431,6050.16%
145SPDR GOLD TRGLD1,487$428,4690.16%
146FIRST TR EXCHANGE-TRADED FD33733E3021,857$412,5330.15%
147CANADIAN NATL RY CO1363751024,209$410,2040.15%
148COMCAST CORP NEWCCZ11,075$408,6650.15%
149CRH PLCCRH4,614$405,8940.15%
150DONALDSON INCDCI5,874$393,9170.14%
151TORONTO DOMINION BK ONTTORO6,391$383,0610.14%
152VANGUARD INDEX FDS9229087361,030$381,9890.14%
153CALAMOS CONV OPPORTUNITIES &12811710838,790$371,9940.13%
154GILEAD SCIENCES INCGILD3,241$363,1200.13%
155VANGUARD INTL EQUITY INDEX F9220428587,904$357,7490.13%
156CONSOLIDATED EDISON INCED3,152$348,5880.13%
157VULCAN MATLS CO9291601091,493$348,3280.13%
158OREILLY AUTOMOTIVE INC67103H107240$343,8190.12%
159BROADCOM INCAVGO2,019$338,0850.12%
160ISHARES TR4642874732,672$336,6270.12%
161SANMINA CORPORATIONSANM4,381$333,7450.12%
162SCHWAB CHARLES CORPSCHW-PJ4,245$332,2910.12%
163CHIPOTLE MEXICAN GRILL INCCMG6,618$332,2870.12%
164LOWES COS INC5486611071,381$322,0100.12%
165SPDR SER TR78464A8054,654$316,5070.11%
166FIRST TR SML CP CORE ALPHA F33734Y1093,461$311,8360.11%
167FIRST TR EXCHANGE TRADED FD33734X1355,859$310,5290.11%
168NIKE INCNKE4,882$309,8860.11%
1693M COMMM2,075$304,7590.11%
170GE AEROSPACE3696043011,470$294,1990.11%
171WORKDAY INCWDAY1,258$293,7810.11%
172ISHARES TR4642872422,689$292,2230.11%
173PHILLIPS 66PSX2,309$285,1110.10%
174ALTRIA GROUP INCMO4,716$283,0250.10%
175EMERSON ELEC COEMR2,517$275,9440.10%
176INVESCO EXCH TRADED FD TR IIIVZ14,328$270,0880.10%
177MARTIN MARIETTA MATLS INC573284106560$267,7030.10%
178ISHARES TR464287200471$264,9260.10%
179COHEN & STEERS REIT & PFD &19247X10011,964$264,0490.10%
180VANGUARD INDEX FDS9229085951,033$260,2030.09%
181GENUINE PARTS COGPC2,184$260,1450.09%
182NETFLIX INCNFLX278$259,2430.09%
183BERKSHIRE HATHAWAY INC DELBRK-A486$258,8340.09%
184FIRST TR EXCHANGE-TRADED FD33739Q4084,271$255,5680.09%
185MASCO CORPMAS3,576$248,6970.09%
186SPDR INDEX SHS FDS78463X5096,315$248,6180.09%
187AMPLIFY ETF TR0321086643,456$248,1430.09%
188PRICE T ROWE GROUP INCTROW2,682$246,4020.09%
189ISHARES TR4642874992,858$243,1360.09%
190WISDOMTREE TRWT3,964$241,6280.09%
191CALAMOS STRATEGIC TOTAL RETUCSQ14,629$236,6940.09%
192ISHARES TR464287648915$233,7980.08%
193DISNEY WALT CO2546871062,360$232,8910.08%
194INVESCO EXCH TRADED FD TR IIIVZ1,951$231,8060.08%
195FIRST TR EXCH TRADED FD III33739E10813,138$231,0960.08%
196JABIL INCJBL1,687$229,4990.08%
197LULULEMON ATHLETICA INCLULU791$223,9000.08%
198REPUBLIC SVCS INC760759100910$220,3540.08%
199ADOBE INCADBE563$215,9270.08%
200EOG RES INCEOG1,683$215,8070.08%
201NORTHROP GRUMMAN CORPNOC415$212,5430.08%
202ISHARES TR4642884486,740$209,0740.08%
203FIRST TR EXCHANGE TRADED FD33734X2008,564$207,2550.08%
204ISHARES TR464287614573$206,9020.08%
205UFP INDUSTRIES INCUFPI1,923$205,8400.07%
206PIMCO CORPORATE & INCOME OPPPTY12,298$177,8300.06%
207ARS PHARMACEUTICALS INCSPRY12,291$154,6230.06%
208CALAMOS CONV & HIGH INCOME F12811P10814,588$147,3340.05%