Tcfg Wealth Management, LLC Incresed Positions in Q1 2025

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
DFSV
Dimensional ETF Tr Dimensional

ETFs
83
+ 0.28%
$27.56 - $32.1 $2.29K - $2.66K
29.5K $829M
CSL
Carlisle Companies Inc

Industrials
1
+ 0.03%
$326.43 - $408.24 $326 - $408
2.94K $1B
ORCL
Oracle Corp

Technology
73
+ 2.03%
$139.81 - $186.47 $10.2K - $13.6K
3.67K $513M
NXE
Nex Gen Energy Ltd.

Energy
500
+ 0.8%
$4.49 - $7.49 $2.25K - $3.75K
63K $283M
CCJ
Cameco Corp

Energy
3.18K
+ 11.71%
$40.64 - $56.86 $129K - $181K
30.3K $1.25B
BITO
Proshares Tr Bitcoin Strategy

ETFs
397
+ 1.05%
$17.57 - $25.81 $6.98K - $10.2K
38.4K $703M
AVGO
Broadcom Inc.

Technology
563
+ 9.98%
$167.43 - $244.7 $94.3K - $138K
6.21K $1.04B
TSLA
Tesla, Inc.

Consumer Cyclical
43
+ 1.63%
$222.15 - $428.22 $9.55K - $18.4K
2.68K $695M
MSFT
Microsoft Corp

Technology
129
+ 1.16%
$375.39 - $447.2 $48.4K - $57.7K
11.2K $4.22B
AMZN
Amazon Com Inc

Consumer Cyclical
540
+ 1.93%
$190.26 - $242.06 $103K - $131K
28.5K $5.42B
NVDA
Nvidia Corp

Technology
1.52K
+ 1.86%
$106.98 - $149.43 $163K - $227K
83.3K $9.03B
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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