TFR Capital, LLC. Diversified Active

CIK: 0002059325 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 1, 2025

Total Value ($000): $240,229 (100.0% shares, 0.0% debt)

Holdings (150)

MSFT MICROSOFT CORP 5.4%
Value ($000) $13,050 Shares 34,765 Est. Cost $419.80 Unrealized -3.5%
AAPL APPLE INC 4.9%
Value ($000) $11,750 Shares 52,898 Est. Cost $233.75 Unrealized -1.3%
NVDA NVIDIA CORPORATION 4.6%
Value ($000) $11,009 Shares 101,578 Est. Cost $135.70 Unrealized -6.6%
RWL INVESCO EXCH TRADED FD TR II 3.5%
Value ($000) $8,402 Shares 84,583 Est. Cost $97.92 Unrealized
AMZN AMAZON COM INC 3.2%
Value ($000) $7,708 Shares 40,513 Est. Cost $207.77 Unrealized +4.4%
IVV ISHARES TR 2.6%
Value ($000) $6,258 Shares 11,136 Est. Cost $585.84 Unrealized
INVESCO EXCH TRD SLF IDX FD 2.5%
Value ($000) $5,949 Shares 287,653 Est. Cost $20.66 Unrealized
VTV VANGUARD INDEX FDS 2.4%
Value ($000) $5,867 Shares 33,963 Est. Cost $169.30 Unrealized
COST COSTCO WHSL CORP NEW 2.3%
Value ($000) $5,499 Shares 5,814 Est. Cost $928.37 Unrealized +4.5%
NFLX NETFLIX INC 2.2%
Value ($000) $5,295 Shares 5,678 Est. Cost $83.57 Unrealized +13.8%
QQQ INVESCO QQQ TR 2.2%
Value ($000) $5,286 Shares 11,273 Est. Cost $511.25 Unrealized
GOOG ALPHABET INC 2.0%
Value ($000) $4,849 Shares 31,036 Est. Cost $176.23 Unrealized +3.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $4,776 Shares 8,968 Est. Cost $466.51 Unrealized +4.2%
LLY ELI LILLY & CO 1.6%
Value ($000) $3,937 Shares 4,767 Est. Cost $821.92 Unrealized +0.6%
AVGO BROADCOM INC 1.5%
Value ($000) $3,557 Shares 21,243 Est. Cost $197.69 Unrealized +6.1%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $3,483 Shares 6,650 Est. Cost $543.14 Unrealized -8.0%
ISRG INTUITIVE SURGICAL INC 1.4%
Value ($000) $3,472 Shares 7,011 Est. Cost $524.44 Unrealized +5.5%
GOOGL ALPHABET INC 1.4%
Value ($000) $3,412 Shares 22,067 Est. Cost $175.42 Unrealized +3.0%
ABBV ABBVIE INC 1.3%
Value ($000) $3,189 Shares 15,222 Est. Cost $179.02 Unrealized +5.8%
META META PLATFORMS INC 1.2%
Value ($000) $2,822 Shares 4,897 Est. Cost $604.34 Unrealized +6.4%
JAAA JANUS DETROIT STR TR 1.1%
Value ($000) $2,736 Shares 53,954 Est. Cost $50.71 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 1.1%
Value ($000) $2,679 Shares 137,509 Est. Cost $19.44 Unrealized
MINT PIMCO ETF TR 1.1%
Value ($000) $2,592 Shares 25,759 Est. Cost $100.34 Unrealized
BILS SPDR SER TR 1.1%
Value ($000) $2,529 Shares 25,416 Est. Cost $99.15 Unrealized
MA MASTERCARD INCORPORATED 1.0%
Value ($000) $2,349 Shares 4,286 Est. Cost $519.02 Unrealized +4.4%
COP CONOCOPHILLIPS 1.0%
Value ($000) $2,326 Shares 22,144 Est. Cost $102.00 Unrealized -5.1%
VRTX VERTEX PHARMACEUTICALS INC 1.0%
Value ($000) $2,306 Shares 4,756 Est. Cost $463.63 Unrealized +0.5%
V VISA INC 0.9%
Value ($000) $2,185 Shares 6,235 Est. Cost $306.21 Unrealized +9.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.9%
Value ($000) $2,174 Shares 43,291 Est. Cost $59.65 Unrealized -8.8%
ISHARES TR 0.9%
Value ($000) $2,131 Shares 91,189 Est. Cost $23.36 Unrealized
PGR PROGRESSIVE CORP 0.9%
Value ($000) $2,120 Shares 7,490 Est. Cost $232.58 Unrealized +5.5%
LIN LINDE PLC 0.9%
Value ($000) $2,093 Shares 4,495 Est. Cost $445.24 Unrealized -0.2%
TSLA TESLA INC 0.9%
Value ($000) $2,074 Shares 8,002 Est. Cost $325.10 Unrealized +2.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.9%
Value ($000) $2,054 Shares 11,906 Est. Cost $157.30 Unrealized +3.0%
RSP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $2,041 Shares 11,780 Est. Cost $175.23 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $2,024 Shares 22,554 Est. Cost $96.69 Unrealized -6.8%
BSJP INVESCO EXCH TRD SLF IDX FD 0.8%
Value ($000) $1,997 Shares 86,654 Est. Cost $23.06 Unrealized
MCO MOODYS CORP 0.8%
Value ($000) $1,983 Shares 4,258 Est. Cost $473.86 Unrealized +1.0%
SCHG SCHWAB STRATEGIC TR 0.8%
Value ($000) $1,957 Shares 78,171 Est. Cost $27.87 Unrealized
PANW PALO ALTO NETWORKS INC 0.8%
Value ($000) $1,882 Shares 11,028 Est. Cost $188.91 Unrealized -2.1%
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $1,839 Shares 5,893 Est. Cost $354.03 Unrealized -1.3%
TJX TJX COS INC NEW 0.8%
Value ($000) $1,838 Shares 15,091 Est. Cost $118.39 Unrealized +1.4%
BSCR INVESCO EXCH TRD SLF IDX FD 0.8%
Value ($000) $1,816 Shares 92,710 Est. Cost $19.58 Unrealized
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $1,746 Shares 3,121 Est. Cost $586.15 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $1,707 Shares 6,957 Est. Cost $238.29 Unrealized +5.3%
LNG CHENIERE ENERGY INC 0.7%
Value ($000) $1,694 Shares 7,319 Est. Cost $203.60 Unrealized +10.6%
DSTL ETF SER SOLUTIONS 0.7%
Value ($000) $1,599 Shares 29,488 Est. Cost $54.92 Unrealized
IBTH ISHARES TR 0.7%
Value ($000) $1,599 Shares 71,307 Est. Cost $22.42 Unrealized
COR CENCORA INC 0.7%
Value ($000) $1,590 Shares 5,718 Est. Cost $249.56 Unrealized 0.0%
MCK MCKESSON CORP 0.7%
Value ($000) $1,584 Shares 2,353 Est. Cost $615.89 Unrealized 0.0%
IBTG ISHARES TR 0.6%
Value ($000) $1,558 Shares 67,902 Est. Cost $22.94 Unrealized
ISHARES TR 0.6%
Value ($000) $1,554 Shares 61,790 Est. Cost $25.08 Unrealized
TT TRANE TECHNOLOGIES PLC 0.6%
Value ($000) $1,538 Shares 4,564 Est. Cost $359.02 Unrealized 0.0%
KKR KKR & CO INC 0.6%
Value ($000) $1,528 Shares 13,221 Est. Cost $136.88 Unrealized 0.0%
KR KROGER CO 0.6%
Value ($000) $1,516 Shares 22,398 Est. Cost $62.27 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $1,505 Shares 2,929 Est. Cost $538.81 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,464 Shares 12,313 Est. Cost $110.43 Unrealized -2.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,461 Shares 25,562 Est. Cost $57.28 Unrealized
GEV GE VERNOVA INC 0.6%
Value ($000) $1,431 Shares 4,689 Est. Cost $348.14 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.6%
Value ($000) $1,374 Shares 8,593 Est. Cost $170.91 Unrealized -8.1%
ACIO ETF SER SOLUTIONS 0.6%
Value ($000) $1,369 Shares 35,379 Est. Cost $38.69 Unrealized
BIL SPDR SER TR 0.5%
Value ($000) $1,307 Shares 14,249 Est. Cost $91.43 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $1,189 Shares 3,245 Est. Cost $391.77 Unrealized -2.8%
ANET ARISTA NETWORKS INC 0.5%
Value ($000) $1,159 Shares 14,959 Est. Cost $102.76 Unrealized -1.3%
AJG GALLAGHER ARTHUR J & CO 0.5%
Value ($000) $1,141 Shares 3,305 Est. Cost $292.58 Unrealized +7.1%
PWR QUANTA SVCS INC 0.4%
Value ($000) $1,046 Shares 4,115 Est. Cost $319.44 Unrealized -9.6%
SMMD ISHARES TR 0.4%
Value ($000) $1,011 Shares 16,161 Est. Cost $67.44 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $1,001 Shares 2,771 Est. Cost $401.58 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.4%
Value ($000) $990 Shares 7,920 Est. Cost $175.96 Unrealized -17.3%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $837 Shares 4,913 Est. Cost $164.99 Unrealized -0.6%
LULU LULULEMON ATHLETICA INC 0.3%
Value ($000) $836 Shares 2,954 Est. Cost $327.76 Unrealized +11.9%
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $835 Shares 29,847 Est. Cost $27.49 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $822 Shares 11,473 Est. Cost $64.30 Unrealized +1.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $818 Shares 2,618 Est. Cost $291.65 Unrealized +0.4%
BAC BANK AMERICA CORP 0.3%
Value ($000) $809 Shares 19,392 Est. Cost $43.20 Unrealized +1.0%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $775 Shares 4,633 Est. Cost $148.23 Unrealized +1.5%
HON HONEYWELL INTL INC 0.3%
Value ($000) $743 Shares 3,508 Est. Cost $199.75 Unrealized -0.7%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $734 Shares 4,423 Est. Cost $151.05 Unrealized +0.9%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $729 Shares 1,334 Est. Cost $571.01 Unrealized +3.4%
MOAT VANECK ETF TRUST 0.3%
Value ($000) $705 Shares 8,009 Est. Cost $92.73 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $686 Shares 2,653 Est. Cost $263.85 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $677 Shares 2,053 Est. Cost $363.10 Unrealized -3.1%
WMT WALMART INC 0.3%
Value ($000) $658 Shares 7,498 Est. Cost $89.38 Unrealized +4.0%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $631 Shares 28,600 Est. Cost $23.11 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $612 Shares 6,660 Est. Cost $84.13 Unrealized 0.0%
SPYG SPDR SER TR 0.2%
Value ($000) $599 Shares 7,452 Est. Cost $87.41 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $594 Shares 3,477 Est. Cost $178.08 Unrealized
IBDR ISHARES TR 0.2%
Value ($000) $568 Shares 23,470 Est. Cost $24.07 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $524 Shares 1,366 Est. Cost $473.92 Unrealized -9.5%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $512 Shares 2,354 Est. Cost $189.52 Unrealized 0.0%
C CITIGROUP INC 0.2%
Value ($000) $503 Shares 7,083 Est. Cost $70.80 Unrealized +5.3%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $491 Shares 2,730 Est. Cost $187.61 Unrealized -2.9%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $489 Shares 6,809 Est. Cost $70.56 Unrealized +4.5%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $475 Shares 955 Est. Cost $539.78 Unrealized 0.0%
MS MORGAN STANLEY 0.2%
Value ($000) $469 Shares 4,023 Est. Cost $125.91 Unrealized 0.0%
ORCL ORACLE CORP 0.2%
Value ($000) $468 Shares 3,345 Est. Cost $169.79 Unrealized -4.8%
CSCO CISCO SYS INC 0.2%
Value ($000) $464 Shares 7,515 Est. Cost $57.84 Unrealized +3.9%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $441 Shares 1,809 Est. Cost $223.35 Unrealized 0.0%
RTX RTX CORPORATION 0.2%
Value ($000) $440 Shares 3,324 Est. Cost $121.34 Unrealized +2.8%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $425 Shares 2,680 Est. Cost $136.99 Unrealized 0.0%
CRM SALESFORCE INC 0.2%
Value ($000) $401 Shares 1,495 Est. Cost $309.01 Unrealized 0.0%
KLAC KLA CORP 0.2%
Value ($000) $400 Shares 588 Est. Cost $714.90 Unrealized 0.0%
ABT ABBOTT LABS 0.2%
Value ($000) $394 Shares 2,968 Est. Cost $117.62 Unrealized +6.7%
T AT&T INC 0.2%
Value ($000) $392 Shares 13,862 Est. Cost $22.53 Unrealized +8.1%
USMV ISHARES TR 0.2%
Value ($000) $391 Shares 4,171 Est. Cost $88.79 Unrealized
PLD PROLOGIS INC. 0.2%
Value ($000) $391 Shares 3,494 Est. Cost $111.87 Unrealized 0.0%
USHY ISHARES TR 0.2%
Value ($000) $389 Shares 10,577 Est. Cost $36.80 Unrealized
IUSV ISHARES TR 0.2%
Value ($000) $389 Shares 4,217 Est. Cost $92.59 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $386 Shares 2,662 Est. Cost $178.32 Unrealized -6.5%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $378 Shares 1,406 Est. Cost $292.46 Unrealized 0.0%
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value ($000) $376 Shares 15,640 Est. Cost $20.14 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $370 Shares 8,164 Est. Cost $39.58 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $354 Shares 1,463 Est. Cost $204.32 Unrealized +8.6%
EMR EMERSON ELEC CO 0.1%
Value ($000) $339 Shares 3,089 Est. Cost $118.79 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $334 Shares 902 Est. Cost $407.94 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $333 Shares 14,683 Est. Cost $21.88 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $331 Shares 4,672 Est. Cost $68.66 Unrealized 0.0%
DHI D R HORTON INC 0.1%
Value ($000) $327 Shares 2,571 Est. Cost $164.94 Unrealized -19.5%
SYK STRYKER CORPORATION 0.1%
Value ($000) $312 Shares 837 Est. Cost $377.08 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $307 Shares 1,316 Est. Cost $242.06 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $303 Shares 1,503 Est. Cost $212.91 Unrealized 0.0%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $299 Shares 969 Est. Cost $342.77 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $298 Shares 1,085 Est. Cost $287.31 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $296 Shares 2,999 Est. Cost $106.29 Unrealized 0.0%
NXST NEXSTAR MEDIA GROUP INC 0.1%
Value ($000) $288 Shares 1,608 Est. Cost $158.93 Unrealized -2.4%
AZO AUTOZONE INC 0.1%
Value ($000) $286 Shares 75 Est. Cost $3166.27 Unrealized +9.0%
UNP UNION PAC CORP 0.1%
Value ($000) $282 Shares 1,193 Est. Cost $235.58 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $279 Shares 969 Est. Cost $242.13 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $275 Shares 7,457 Est. Cost $35.04 Unrealized 0.0%
BX BLACKSTONE INC 0.1%
Value ($000) $273 Shares 1,952 Est. Cost $158.19 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $272 Shares 1,319 Est. Cost $206.48 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $269 Shares 4,103 Est. Cost $68.96 Unrealized -1.8%
CTAS CINTAS CORP 0.1%
Value ($000) $267 Shares 1,300 Est. Cost $197.78 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $255 Shares 1,024 Est. Cost $239.40 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $248 Shares 4,971 Est. Cost $48.33 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $244 Shares 53 Est. Cost $4749.08 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $241 Shares 972 Est. Cost $256.39 Unrealized -2.2%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $240 Shares 130 Est. Cost $2135.94 Unrealized -13.3%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $239 Shares 1,635 Est. Cost $146.01 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $236 Shares 1,180 Est. Cost $195.73 Unrealized 0.0%
RELX RELX PLC 0.1%
Value ($000) $229 Shares 4,540 Est. Cost $50.41 Unrealized
IBTK ISHARES TR 0.1%
Value ($000) $228 Shares 11,611 Est. Cost $19.19 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $228 Shares 1,521 Est. Cost $155.18 Unrealized -7.5%
AMGN AMGEN INC 0.1%
Value ($000) $227 Shares 730 Est. Cost $287.24 Unrealized 0.0%
IWB ISHARES TR 0.1%
Value ($000) $222 Shares 725 Est. Cost $322.16 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $221 Shares 277 Est. Cost $202.58 Unrealized -4.9%
DGRO ISHARES TR 0.1%
Value ($000) $220 Shares 3,553 Est. Cost $61.34 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $216 Shares 946 Est. Cost $211.90 Unrealized 0.0%
ISHARES TR 0.1%
Value ($000) $215 Shares 9,237 Est. Cost $23.20 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $214 Shares 924 Est. Cost $211.11 Unrealized +3.4%