Tcfg Wealth Management, LLC Reduced Holdings in Q4 2024

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NEM
Newmont Corp

Basic Materials
-67.6K
- 84.62%
$37.0 - $58.68 $2.5M - $3.97M
12.3K $457M
FNV
Franco Nevada Corp

Basic Materials
-7.34K
- 24.1%
$113.26 - $137.22 $832K - $1.01M
23.1K $2.72B
SPTS
Spdr Portfolio Short Term Trea

ETFs
-24.3K
- 31.69%
$28.88 - $29.33 $703K - $714K
52.5K $1.52B
MSFT
Microsoft Corp

Technology
-1.11K
- 9.08%
$406.35 - $454.46 $451K - $504K
11.1K $4.68B
AMD
Advanced Micro Devices Inc

Technology
-200
- 2.49%
$118.88 - $172.8 $23.8K - $34.6K
7.84K $947M
NUE
Nucor Corp

Basic Materials
-126
- 1.2%
$115.78 - $167.74 $14.6K - $21.1K
10.4K $1.22B
DVN
Devon Energy Corp

Energy
-4.63K
- 18.82%
$30.52 - $42.96 $141K - $199K
20K $654M
Bank America Corp
-200
- 24.45%
N/A
618 $753M
CPER
United States Copper Index Fun

ETFs
-6.31K
- 15.67%
$25.16 - $29.15 $159K - $184K
34K $855M
CSL
Carlisle Companies Inc

Industrials
-66
- 2.2%
$368.67 - $480.91 $24.3K - $31.7K
2.94K $1.08B
FDD
First Trust Stoxx European Sel

ETFs
-8.4K
- 7.46%
$11.07 - $12.33 $93K - $104K
104K $1.17B
ET
Energy Transfer LP

Energy
-15.1K
- 55.48%
$16.05 - $19.86 $242K - $300K
12.1K $237M
MRK
Merck & Co., Inc.

Healthcare
-256
- 2.25%
$96.31 - $114.76 $24.7K - $29.4K
11.1K $1.11B
CVX
Chevron Corp

Energy
-878
- 4.13%
$141.15 - $162.53 $124K - $143K
20.4K $2.95B
Viper Energy Inc
-6.55K
- 15.74%
N/A
35.1K $1.72B
KHC
Kraft Heinz CO

Consumer Defensive
-2.72K
- 16.52%
$30.1 - $36.02 $81.9K - $98K
13.8K $422M
UBER
Uber Technologies, Inc

Technology
-625
- 10.96%
$59.93 - $86.34 $37.5K - $54K
5.08K $306M
TIP
Ishares Tr Tips Bd ETF

ETFs
-724
- 7.95%
$106.33 - $110.69 $77K - $80.1K
8.38K $893M
BWXT
Bwx Technologies, Inc.

Industrials
-1.23K
- 12.12%
$111.39 - $133.28 $137K - $164K
8.92K $994M
AEM
Agnico Eagle Mines LTD

Basic Materials
-879
- 5.39%
$75.99 - $88.85 $66.8K - $78.1K
15.4K $1.21B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-978
- 24.02%
$100.24 - $101.35 $98K - $99.1K
3.09K $311M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-2.18K
- 12.32%
$52.0 - $55.66 $113K - $121K
15.5K $827M
JXN
Jackson Financial Inc.

Financial Services
-877
- 16.18%
$84.91 - $113.74 $74.5K - $99.7K
4.54K $396M
LLY
Eli Lilly & CO

Healthcare
-30
- 4.55%
$727.2 - $932.06 $21.8K - $28K
630 $486M
KLAC
Kla Corp

Technology
-17
- 2.92%
$614.46 - $829.55 $10.4K - $14.1K
565 $356M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-33
- 0.08%
$21.96 - $24.21 $725 - $799
43.1K $958M
CCJ
Cameco Corp

Energy
-3.87K
- 12.47%
$48.64 - $61.14 $188K - $236K
27.1K $1.39B
SPY
Spdr S&P 500 ETF Trust

ETFs
-182
- 8.91%
$567.81 - $607.81 $103K - $111K
1.86K $1.09B
FVD
First Tr Value Line Divid Inde

ETFs
-112
- 0.28%
$43.4 - $46.7 $4.86K - $5.23K
40K $1.75B
HD
Home Depot, Inc.

Consumer Cyclical
-81
- 2.91%
$385.02 - $431.37 $31.2K - $34.9K
2.7K $1.05B
AMGN
Amgen Inc

Healthcare
-39
- 3.71%
$258.78 - $328.31 $10.1K - $12.8K
1.01K $264M
ORCL
Oracle Corp

Technology
-268
- 6.93%
$165.41 - $192.43 $44.3K - $51.6K
3.6K $599M
CI
Cigna Corp

Healthcare
-7
- 0.88%
$265.59 - $358.58 $1.86K - $2.51K
791 $218M
MCD
Mcdonalds Corp

Consumer Cyclical
-130
- 10.1%
$288.47 - $316.54 $37.5K - $41.2K
1.16K $335M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-1.64K
- 8.54%
$20.56 - $21.8 $33.8K - $35.8K
17.6K $364M
FTA
First Tr Large Cap Value

ETFs
-85
- 0.58%
$75.21 - $83.49 $6.39K - $7.1K
14.5K $1.11B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.53K
- 5.48%
$46.48 - $51.32 $70.9K - $78.3K
26.3K $1.27B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-5
- 0.03%
$33.43 - $36.52 $167 - $183
16.1K $543M
CAT
Caterpillar Inc

Industrials
-25
- 2.02%
$360.37 - $416.88 $9.01K - $10.4K
1.21K $440M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1.1K
- 5.65%
$23.63 - $26.47 $26K - $29.1K
18.4K $437M
DISV
Dimensional ETF Tr Dimensional

ETFs
-209
- 1.86%
$26.18 - $28.77 $5.47K - $6.01K
11K $293M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-331
- 7.21%
$81.68 - $82.93 $27K - $27.4K
4.26K $349M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-789
- 2.51%
$17.65 - $18.18 $13.9K - $14.3K
30.7K $543M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-385
- 6.37%
$59.74 - $60.03 $23K - $23.1K
5.66K $338M
FTSL
First Trust Senior Ln Fund

ETFs
-640
- 2.67%
$45.9 - $46.48 $29.4K - $29.7K
23.3K $1.08B
F
Ford Motor CO

Consumer Cyclical
-223
- 0.91%
$9.69 - $11.4 $2.16K - $2.54K
24.4K $241M
RTX
Raytheon Technologies Corp

Industrials
-13
- 0.5%
$114.45 - $127.21 $1.49K - $1.65K
2.6K $301M
FTDS
First Trust Dividend Strength

ETFs
-11
- 0.13%
$49.83 - $55.18 $548 - $607
8.55K $432M
FAB
First Tr Multi Cap Value Alpha

ETFs
-36
- 0.96%
$81.02 - $90.16 $2.92K - $3.25K
3.7K $305M
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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