Tcfg Wealth Management, LLC Purchases in Q3 2025

Tcfg Wealth Management, LLC

  • $242 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
1.65K
+ 33.03%
$112.25 - $124.0 $185K - $204K
6.63K $591M
CI
Cigna Corp

Healthcare
9.91K
+ 1262.93%
$262.23 - $334.39 $2.6M - $3.32M
10.7K $226M
QUAL
Ishares Msci Usa Quality Facto

ETFs
65.2K
+ 2438.92%
$182.33 - $194.5 $11.9M - $12.7M
67.9K $450M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
49K
+ 1337.02%
$72.01 - $74.44 $3.53M - $3.65M
52.7K $226M
HD
Home Depot, Inc.

Consumer Cyclical
18.3K
+ 826.27%
$357.4 - $423.42 $6.55M - $7.76M
20.6K $768M
T
At&T Inc.

Communication Services
7.42K
+ 50.9%
$26.94 - $29.62 $200K - $220K
22K $375M
FSK
Fs Kkr Capital Corp

Financial Services
412
+ 3.35%
$14.93 - $22.48 $6.15K - $9.26K
12.7K $190M
MSTR
Microstrategy Inc

Technology
16.9K
+ 1445.0%
$300.7 - $455.9 $5.09M - $7.71M
18.1K $377M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
91.2K
+ 4494.97%
$97.75 - $100.75 $8.92M - $9.19M
93.2K $87.7M
UNH
Unitedhealth Group Inc

Healthcare
16.3K
+ 2463.09%
$237.77 - $353.61 $3.87M - $5.76M
16.9K $77.2M
PEP
Pepsico Inc

Consumer Defensive
1.16K
+ 27.83%
$133.81 - $152.16 $155K - $176K
5.32K $406M
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
172K
+ 828.9%
$8.45 - $8.68 $1.45M - $1.49M
192K $22.3M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
193K
+ 2367.01%
$25.84 - $27.2 $4.99M - $5.26M
201K $30.5M
IVV
Ishares Core S&P 500 ETF

ETFs
206K
+ 36066.9%
$620.67 - $670.08 $128M - $138M
207K $173M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
209K
+ 1755.92%
$18.32 - $18.72 $3.83M - $3.91M
221K $23.5M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
207K
+ 2143.5%
$21.91 - $22.57 $4.55M - $4.68M
217K $9.68M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
217K
+ 2211.0%
$22.68 - $23.2 $4.91M - $5.03M
226K $9.8M
SYLD
Cambria Shareholder Yld ETF

ETFs
239K
+ 5875.36%
$63.93 - $70.45 $15.3M - $16.8M
243K $45.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
319K
+ 12109.07%
$192.76 - $203.86 $61.5M - $65M
322K $226M
IWF
Ishares Russell 1000 Gr ETF

ETFs
365K
+ 26473.7%
$420.11 - $472.68 $153M - $173M
367K $287M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
373K
+ 2851.28%
$55.15 - $58.11 $20.6M - $21.7M
386K $394M
IJS
Ishares S&P Smallcap 600 Value

ETFs
427K
+ 8726.07%
$98.99 - $112.2 $42.3M - $48M
432K $148M
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
407K
+ 1096.18%
$10.41 - $11.13 $4.24M - $4.54M
445K $40.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
178K
+ 2830.04%
$82.38 - $83.0 $14.6M - $14.8M
184K $167M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
474K
+ 9869.02%
$100.16 - $100.7 $47.5M - $47.8M
479K $28.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
811K
+ 3843.46%
$55.61 - $57.37 $45.1M - $46.5M
832K $391M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
1.19M
+ 3704.31%
$39.39 - $42.09 $47M - $50.2M
1.23M $206M
Activity Summary
Buys All Purchases 178 New Holdings 74 Increased Positions 104 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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