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JFS Wealth Advisors’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

JFS Wealth Advisors’s Portfolio TPLC Stock Details TPLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-326
Closed -$14K – 1995
2024
Q4 		$14K Hold
326
– – ﹤0.01% 753
2024
Q3 		$14.3K Hold
326
– – ﹤0.01% 730
2024
Q2 		$13.2K Hold
326
– – ﹤0.01% 710
2024
Q1 		$13.7K Buy
+326
New +$12.8K ﹤0.01% 715

Other funds holding TPLC

CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JFS Wealth Advisors's TPLC Position: Q1 2025 in Review

JFS Wealth Advisors sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q1 2025, closing a stake of 326 shares — an estimated $14K sold.

JFS Wealth Advisors first reported a position in TPLC in Q1 2024 and held it in 4 quarters. The position peaked at $14.3K in Q3 2024. 91 funds tracked by Wall St. Rank hold TPLC as of Q1 2025.

  • JFS Wealth Advisors reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q1 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 326 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2025, an estimated $14K.
  • JFS Wealth Advisors first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2024 and held it in 4 quarters.
  • JFS Wealth Advisors's Timothy Plan US Large/Mid Cap Core ETF position peaked at $14.3K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2025.

Based on JFS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.