TFG Advisers Reports $278M in Holdings

The latest SEC filing reveals the firm's diversified equity portfolio and institutional investment strategy.

January 29, 2025

Institutional Portfolio Breakdown

TFG Advisers LLC, based in Auburn Hills, Michigan, has disclosed its latest investment holdings in a newly filed 13F report with the U.S. Securities and Exchange Commission. The filing, covering the quarter ending December 31, 2024, outlines a portfolio of 207 different holdings with a total reported value of approximately $277.94 million. This disclosure provides insight into the firm's investment strategy and equity positions at the close of the year.

Key Highlights and Investment Approach

The filing reflects a diversified asset allocation strategy managed entirely under the firm's oversight, as no other institutional investment managers were listed as co-filers. While the report does not detail specific holdings in this summary, it highlights the breadth of investments under management. TFG Advisers’ approach to portfolio construction suggests a balanced exposure across various sectors, potentially signaling preferences in market trends and risk management.

Compliance and Disclosure

The report was formally signed by Timothy P. Atkinson, Chief Compliance Officer of TFG Advisers LLC. The firm attests to the accuracy of the information provided, in line with SEC regulations that require institutional investment managers to disclose their equity holdings on a quarterly basis.

Market Implications

Although the filing does not specify changes in investment strategy or provide transactional details, it serves as a critical resource for analysts and investors monitoring institutional market movements. By examining such disclosures, market participants can gain insights into broader investment trends and sector allocations favored by large asset managers.

TFG Advisers’ latest filing underscores its continued participation in equity markets, with its $278 million portfolio reflecting both diversification and a commitment to strategic asset management.