Tcfg Wealth Management, LLC Purchases in Q4 2024

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
79
+ 0.28%
$180.88 - $232.93 $14.3K - $18.4K
27.9K $6.13B
BITO
Proshares Tr Bitcoin Strategy

ETFs
38K
New
$16.99 - $27.42 $645K - $1.04M
38K $865M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.1K
+ 25.89%
$53.94 - $58.15 $708K - $763K
63.8K $3.6B
Albemarle Corp
15.6K
New
N/A
15.6K $634M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
5.36K
+ 121.27%
$99.0 - $99.5 $531K - $533K
9.78K $970M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
9.51K
+ 29.24%
N/A
42K $2.1B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
10.6K
+ 169.79%
$43.84 - $48.76 $466K - $518K
16.9K $743M
ALCC
Alt C Acquisition Corp.

Financial Services
21.2K
New
N/A
21.2K $450M
Super Micro Computer Inc
12.6K
New
N/A
12.6K $383M
APP
App Lovin Corp

Technology
1.14K
New
$130.67 - $401.5 $149K - $457K
1.14K $369M
Pacer Fds Tr
10.4K
New
N/A
10.4K $333M
MSTR
Microstrategy Inc

Technology
1.14K
New
$162.69 - $473.83 $185K - $539K
1.14K $329M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.81K
New
$56.06 - $61.35 $326K - $356K
5.81K $328M
PBA
Pembina Pipeline Corp

Energy
8.4K
New
$35.89 - $43.35 $302K - $364K
8.4K $310M
UYLD
Angel Oak Fds Tr Ultrashort In
5.8K
+ 5.02%
N/A
121K $6.19B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
676
+ 19.28%
$442.29 - $483.08 $299K - $327K
4.18K $1.9B
GOOG
Alphabet Inc.

Communication Services
288
+ 2.97%
$163.08 - $198.16 $47K - $57.1K
9.99K $1.9B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.25K
New
$50.62 - $50.97 $266K - $267K
5.25K $266M
CCL
Carnival Corp

Consumer Cyclical
9.89K
New
$17.34 - $26.8 $171K - $265K
9.89K $246M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
633
New
$260.53 - $404.79 $165K - $256K
633 $242M
C
Citigroup Inc

Financial Services
3.33K
New
$61.31 - $72.5 $204K - $242K
3.33K $235M
ETN
Eaton Corp PLC

Industrials
700
+ 52.59%
$326.96 - $377.52 $229K - $264K
2.03K $674M
GS
Goldman Sachs Group Inc

Financial Services
403
New
$486.1 - $608.57 $196K - $245K
403 $231M
NOW
Service Now, Inc.

Technology
217
New
$867.18 - $1148.42 $188K - $249K
217 $230M
SPYG
Spdr Portfolio

ETFs
2.6K
New
$81.74 - $91.38 $212K - $237K
2.6K $228M
OKE
Oneok Inc

Energy
2.19K
New
$92.28 - $117.05 $202K - $257K
2.19K $220M
RECS
Columbia ETF Tr I

ETFs
6.18K
New
$33.61 - $36.42 $208K - $225K
6.18K $214M
Ge Vernova Inc
639
New
N/A
639 $210M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.25K
New
$91.94 - $100.02 $207K - $225K
2.25K $209M
CEG
Constellation Energy Corp

Utilities
1.33K
+ 38.94%
$224.28 - $285.52 $297K - $379K
4.73K $1.06B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.05K
+ 49.58%
$73.49 - $86.09 $151K - $176K
6.19K $476M
EPD
Enterprise Products Partners L.P.

Energy
1.03K
+ 1.73%
$28.66 - $34.43 $29.6K - $35.6K
60.7K $1.9B
ENB
Enbridge Inc

Energy
3.16K
+ 37.27%
$40.4 - $43.92 $127K - $139K
11.6K $493M
WMT
Walmart Inc.

Consumer Defensive
1.29K
+ 40.17%
$79.1 - $95.7 $102K - $124K
4.51K $408M
SHOP
Shopify Inc.

Technology
270
+ 7.53%
$78.14 - $119.49 $21.1K - $32.3K
3.86K $410M
PG
Procter & Gamble CO

Consumer Defensive
913
+ 14.35%
$161.05 - $179.7 $147K - $164K
7.28K $1.22B
AXON
Axon Enterprise, Inc.

Industrials
1
+ 0.17%
$399.22 - $689.78 $399 - $690
577 $343M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.59K
+ 59.15%
$44.87 - $46.86 $116K - $121K
6.96K $312M
DIS
Walt Disney CO

Communication Services
154
+ 3.13%
$92.39 - $117.6 $14.2K - $18.1K
5.08K $565M
QQQ
Invesco Qqq Trust, Series 1

ETFs
32
+ 1.07%
$481.22 - $538.17 $15.4K - $17.2K
3.03K $1.55B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.51K
+ 1.38%
$33.92 - $36.6 $51.2K - $55.2K
111K $3.84B
Dimensional ETF Trust
3.68K
+ 7.54%
N/A
52.5K $2.76B
MO
Altria Group, Inc.

Consumer Defensive
1.34K
+ 18.32%
$49.06 - $57.74 $65.9K - $77.5K
8.67K $454M
EMLP
First Tr Exchange Traded Iv

ETFs
544
+ 2.29%
$33.69 - $38.24 $18.3K - $20.8K
24.3K $866M
Ea Series Trust
107
+ 0.26%
N/A
41.1K $4.53B
BX
Blackstone Inc.

Financial Services
101
+ 4.41%
$148.45 - $199.05 $15K - $20.1K
2.39K $412M
CRWD
Crowd Strike Holdings, Inc.

Technology
10
+ 1.25%
$275.15 - $388.2 $2.75K - $3.88K
807 $276M
FCNCA
First Citizens Bancshares Inc

Financial Services
10
+ 8.7%
$1818.92 - $2353.08 $18.2K - $23.5K
125 $264M
XLK
Technology Sector Spdr

ETFs
146
+ 6.01%
$220.26 - $241.44 $32.2K - $35.3K
2.57K $599M
Activity Summary
Buys All Purchases 112 New Holdings 21 Increased Positions 91 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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