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
LLY
Eli Lilly & CO

Healthcare
25
+ 3.97%
$725.72 - $929.72 $18.1K - $23.2K
655 $541M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.08K
+ 18.52%
$53.6 - $58.97 $57.7K - $63.5K
6.89K $377M
VICI
Vici Properties Inc.

Real Estate
655
+ 8.41%
$28.21 - $32.68 $18.5K - $21.4K
8.45K $276M
RTX
Raytheon Technologies Corp

Industrials
27
+ 1.04%
$114.1 - $135.66 $3.08K - $3.66K
2.63K $348M
AXON
Axon Enterprise, Inc.

Industrials
161
+ 27.9%
$496.65 - $710.01 $80K - $114K
738 $388M
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.63K
+ 8.59%
$17.53 - $17.87 $46.2K - $47.1K
33.3K $586M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
227
+ 18.82%
$196.12 - $229.48 $44.5K - $52.1K
1.43K $290M
O
Realty Income Corp

Real Estate
137
+ 2.05%
$51.67 - $58.49 $7.08K - $8.01K
6.82K $395M
MA
Mastercard Inc

Financial Services
13
+ 1.16%
$504.67 - $576.31 $6.56K - $7.49K
1.14K $622M
ENB
Enbridge Inc

Energy
205
+ 1.76%
$41.54 - $45.45 $8.52K - $9.32K
11.8K $523M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
447
+ 2.18%
$49.22 - $51.73 $22K - $23.1K
20.9K $1.06B
IWF
Ishares Russell 1000 Gr ETF

ETFs
140
+ 24.26%
$360.07 - $417.26 $50.4K - $58.4K
717 $259M
FSIG
First Tr ETF Iv LTD Duration I
1.26K
+ 4.64%
$18.74 - $19.04 $23.6K - $23.9K
28.4K $537M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
8
+ 0.07%
$29.06 - $32.62 $232 - $261
10.8K $340M
BA
Boeing CO

Industrials
200
+ 11.11%
$148.15 - $186.25 $29.6K - $37.3K
2K $341M
VLO
Valero Energy Corp

Energy
18
+ 0.9%
$121.76 - $142.99 $2.19K - $2.57K
2.02K $266M
OKE
Oneok Inc

Energy
175
+ 7.98%
$89.57 - $109.85 $15.7K - $19.2K
2.37K $235M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.07%
$68.32 - $75.06 $137 - $150
3.06K $229M
Albemarle Corp
2.58K
+ 16.57%
N/A
18.2K $647M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
242
+ 2.84%
$27.01 - $28.54 $6.54K - $6.91K
8.76K $245M
Ge Vernova Inc
89
+ 13.93%
N/A
728 $222M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
103
+ 0.58%
$20.37 - $21.34 $2.1K - $2.2K
17.7K $374M
SA
Seabridge Gold Inc

Basic Materials
300
+ 1.32%
$10.47 - $13.33 $3.14K - $4K
23K $268M
FTDS
First Trust Dividend Strength

ETFs
80
+ 0.94%
$49.71 - $53.36 $3.98K - $4.27K
8.63K $439M
CGSD
Capital Grp Core Plus Income E
26
+ 0.09%
N/A
30.3K $783M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
26
+ 0.61%
$81.83 - $82.73 $2.13K - $2.15K
4.28K $354M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
73
+ 0.63%
$25.35 - $27.46 $1.85K - $2K
11.7K $310M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
649
+ 3.31%
$29.34 - $31.31 $19K - $20.3K
20.2K $601M
GS
Goldman Sachs Group Inc

Financial Services
27
+ 6.7%
$524.81 - $672.19 $14.2K - $18.1K
430 $235M
First Tr Exchng Traded Fd Vi
117
+ 1.67%
N/A
7.11K $214M
Capital Grp Fixed Incm ETF T
13
+ 0.06%
N/A
23.2K $584M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
27
+ 0.1%
$36.16 - $40.42 $976 - $1.09K
28.1K $1.06B
Angel Oak Funds Trust
14
+ 0.14%
N/A
10.3K $113M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
59
+ 0.79%
$65.27 - $71.18 $3.85K - $4.2K
7.57K $502M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
200
+ 1.21%
N/A
16.7K $397M
DUHP
Dimensional ETF Tr Dimensional

ETFs
361
+ 1.35%
$32.57 - $35.82 $11.8K - $12.9K
27K $895M
Pacer Fds Tr
230
+ 2.21%
N/A
10.6K $327M
FSK
Fs Kkr Capital Corp

Financial Services
145
+ 1.15%
$20.47 - $24.06 $2.97K - $3.49K
12.7K $267M
BAC
Bank Of America Corp

Financial Services
295
+ 3.21%
$39.61 - $47.74 $11.7K - $14.1K
9.47K $395M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.02%
$84.5 - $105.05 $84.5 - $105
4.51K $396M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
126
+ 19.91%
$283.06 - $421.16 $35.7K - $53.1K
759 $215M
STXS
Stereotaxis, Inc.

Healthcare
3.5K
+ 5.39%
$1.76 - $2.64 $6.16K - $9.24K
68.4K $120M
VUG
Vanguard Growth ETF

ETFs
25
+ 2.41%
$369.1 - $427.61 $9.23K - $10.7K
1.06K $394M
PSEC
Prospect Capital Corp

Financial Services
5.08K
+ 1.88%
$4.1 - $4.45 $20.8K - $22.6K
275K $1.13B
FEX
First Tr Large Cap Core Alphde

ETFs
4
+ 0.02%
$99.27 - $109.89 $397 - $440
21.8K $2.23B
XLK
Technology Sector Spdr

ETFs
72
+ 2.8%
$206.38 - $242.18 $14.9K - $17.4K
2.65K $546M
BX
Blackstone Inc.

Financial Services
106
+ 4.44%
$136.53 - $186.74 $14.5K - $19.8K
2.5K $349M
ETN
Eaton Corp PLC

Industrials
200
+ 9.85%
$271.83 - $371.23 $54.4K - $74.2K
2.23K $606M
CRM
Salesforce, Inc.

Technology
11
+ 0.99%
$268.36 - $359.95 $2.95K - $3.96K
1.12K $300M
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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