Tcfg Wealth Management, LLC Purchases in Q1 2025

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
54.8K
+ 740.74%
$37.81 - $46.49 $2.07M - $2.55M
62.2K $2.82B
CTA
Simplify Exch Traded Fds Simpl

ETFs
69.1K
New
$27.81 - $30.21 $1.92M - $2.09M
69.1K $2.04B
LGOV
First Tr ETF Iv Long Duration

ETFs
79.6K
New
$20.41 - $21.7 $1.62M - $1.73M
79.6K $1.71B
F
Ford Motor CO

Consumer Cyclical
139K
+ 568.91%
$9.12 - $10.43 $1.26M - $1.45M
163K $1.64B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
38.5K
+ 209.39%
$24.11 - $28.41 $928K - $1.09M
56.9K $1.62B
FNV
Franco Nevada Corp

Basic Materials
786
+ 3.4%
$120.72 - $157.56 $94.9K - $124K
23.9K $3.77B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
11.6K
New
$43.79 - $57.46 $508K - $666K
11.6K $663M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.7K
+ 11.02%
$79.66 - $108.41 $136K - $184K
17.1K $1.86B
NEM
Newmont Corp

Basic Materials
9.97K
+ 81.14%
$37.79 - $48.39 $377K - $482K
22.3K $1.07B
CVX
Chevron Corp

Energy
374
+ 1.84%
$146.71 - $167.97 $54.9K - $62.8K
20.7K $3.47B
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
11K
New
$38.5 - $43.78 $422K - $480K
11K $451M
PSLV
Sprott Physical Silver Trust

Financial Services
10.8K
+ 6.94%
$9.86 - $11.68 $106K - $126K
166K $1.92B
AGX
Argan Inc

Industrials
3.17K
New
$104.05 - $185.35 $329K - $587K
3.17K $415M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
6.8K
+ 109.88%
$67.24 - $84.27 $457K - $573K
13K $885M
FANG
Diamondback Energy, Inc.

Energy
2.53K
New
$139.9 - $180.18 $355K - $457K
2.53K $405M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
4.45K
+ 19.68%
$113.13 - $127.79 $503K - $568K
27K $3.06B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.14%
$442.66 - $534.52 $2.66K - $3.21K
4.19K $2.23B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.5K
+ 17.09%
$48.65 - $53.06 $219K - $239K
30.8K $1.6B
PEP
Pepsico Inc

Consumer Defensive
2.24K
+ 115.69%
$142.64 - $156.42 $320K - $351K
4.18K $627M
LMT
Lockheed Martin Corp

Industrials
579
New
$423.19 - $506.29 $245K - $293K
579 $259M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.33K
New
$182.82 - $196.21 $243K - $260K
1.33K $250M
MELI
Mercadolibre Inc

Consumer Cyclical
117
New
$1739.0 - $2260.0 $203K - $264K
117 $228M
ENFR
Alerian Energy Infrastructure

ETFs
6.71K
New
$30.27 - $34.12 $203K - $229K
6.71K $220M
SHAK
Shake Shack Inc.

Consumer Cyclical
2.49K
New
$82.77 - $133.38 $206K - $332K
2.49K $219M
Vanguard Malvern Fds
2.82K
New
N/A
2.82K $219M
IOT
Samsara Inc.

Technology
5.57K
New
$34.06 - $60.96 $190K - $339K
5.57K $213M
MP
Mp Materials Corp.

Basic Materials
8.72K
New
$16.39 - $26.93 $143K - $235K
8.72K $213M
PLD
Prologis, Inc.

Real Estate
1.88K
New
$103.59 - $124.04 $195K - $233K
1.88K $210M
SYK
Stryker Corp

Healthcare
531
+ 92.83%
$355.18 - $399.9 $189K - $212K
1.1K $411M
KO
Coca Cola CO

Consumer Defensive
2.85K
New
$60.81 - $72.32 $173K - $206K
2.85K $204M
HOOD
Robinhood Markets, Inc.

Technology
4.82K
New
$35.63 - $65.28 $172K - $315K
4.82K $201M
PLTR
Palantir Technologies Inc.

Technology
1.58K
+ 22.33%
$64.98 - $124.62 $102K - $196K
8.63K $729M
RDW
Redwire Corp

Industrials
20.1K
New
$8.29 - $25.66 $166K - $515K
20.1K $166M
ET
Energy Transfer LP

Energy
9.25K
+ 76.33%
$17.26 - $21.08 $160K - $195K
21.4K $397M
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.5K
+ 32.36%
$96.9 - $104.39 $146K - $157K
6.15K $611M
UBER
Uber Technologies, Inc

Technology
1.05K
+ 20.67%
$63.17 - $81.49 $66.3K - $85.6K
6.13K $447M
XOM
Exxon Mobil Corp

Energy
266
+ 2.87%
$105.44 - $118.93 $28K - $31.6K
9.55K $1.14B
MO
Altria Group, Inc.

Consumer Defensive
1.01K
+ 11.68%
$50.81 - $60.02 $51.5K - $60.8K
9.69K $581M
SHOP
Shopify Inc.

Technology
1.71K
+ 44.28%
$90.59 - $129.31 $155K - $221K
5.56K $531M
KMI
Kinder Morgan, Inc.

Energy
2.59K
+ 8.06%
$26.1 - $31.22 $67.6K - $80.9K
34.7K $990M
Viper Energy Inc
5.43K
+ 15.49%
N/A
40.5K $1.83B
OPFI
Opp Fi Inc.

Technology
11.4K
New
$7.18 - $16.94 $81.7K - $193K
11.4K $106M
American Battery Technology
93K
New
N/A
93K $95.7M
AG
First Majestic Silver Corp

Basic Materials
12.9K
New
$5.28 - $7.25 $68K - $93.3K
12.9K $86.1M
BWXT
Bwx Technologies, Inc.

Industrials
1.88K
+ 21.08%
$96.59 - $128.46 $182K - $242K
10.8K $1.07B
PBA
Pembina Pipeline Corp

Energy
1.02K
+ 12.14%
$35.13 - $40.12 $35.8K - $40.9K
9.42K $377M
Ea Series Trust
100
+ 0.24%
N/A
41.2K $4.59B
ORCC
Owl Rock Capital Corp

Financial Services
4.66K
+ 28.23%
N/A
21.2K $310M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.03K
+ 19.86%
$28.55 - $29.09 $57.8K - $58.9K
12.2K $353M
Activity Summary
Buys All Purchases 111 New Holdings 21 Increased Positions 90 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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