Tcfg Wealth Management, LLC Reduced Holdings in Q1 2025

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
-41K
- 78.11%
N/A
11.5K $611M
AAPL
Apple Inc.

Technology
-1.03K
- 1.6%
$209.68 - $247.1 $217K - $256K
63.7K $14.1B
Dimensional ETF Trust
-18.8K
- 82.28%
N/A
4.04K $216M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-16.8K
- 40.06%
N/A
25.2K $1.26B
TTD
Trade Desk, Inc.

Technology
-350
- 4.4%
$53.59 - $126.58 $18.8K - $44.3K
7.61K $416M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-11K
- 43.96%
$42.4 - $44.11 $465K - $484K
14K $613M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-8.68K
- 51.45%
$36.64 - $45.76 $318K - $397K
8.2K $307M
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.23K
- 50.51%
$106.22 - $111.09 $450K - $470K
4.15K $461M
GOOGL
Alphabet Inc.

Communication Services
-386
- 4.66%
$154.33 - $206.19 $59.6K - $79.6K
7.9K $1.22B
GOOG
Alphabet Inc.

Communication Services
-30
- 0.3%
$156.06 - $207.71 $4.68K - $6.23K
9.96K $1.56B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.82K
- 2.54%
$32.42 - $36.13 $91.5K - $102K
108K $3.57B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-871
- 29.87%
$165.25 - $224.62 $144K - $196K
2.05K $340M
UYLD
Angel Oak Fds Tr Ultrashort In
-4.61K
- 3.8%
N/A
117K $5.96B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-206
- 6.81%
$468.34 - $539.52 $96.5K - $111K
2.82K $1.32B
SPTS
Spdr Portfolio Short Term Trea

ETFs
-7.86K
- 14.98%
$28.92 - $29.24 $227K - $230K
44.6K $1.3B
NUE
Nucor Corp

Basic Materials
-2.03K
- 19.5%
$114.48 - $142.52 $232K - $289K
8.38K $1.01B
SPY
Spdr S&P 500 ETF Trust

ETFs
-280
- 15.05%
$551.42 - $612.93 $154K - $172K
1.58K $885M
Bank America Corp
-158
- 25.57%
N/A
460 $568M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-2.8K
- 18.09%
$50.25 - $55.9 $141K - $156K
12.7K $652M
HD
Home Depot, Inc.

Consumer Cyclical
-256
- 9.47%
$347.25 - $424.87 $88.9K - $109K
2.45K $897M
PG
Procter & Gamble CO

Consumer Defensive
-1.01K
- 13.87%
$158.56 - $176.26 $160K - $178K
6.27K $1.07B
AMD
Advanced Micro Devices Inc

Technology
-80
- 1.02%
$96.63 - $129.55 $7.73K - $10.4K
7.76K $798M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-307
- 30.85%
$408.78 - $448.82 $125K - $138K
688 $289M
ALCC
Alt C Acquisition Corp.

Financial Services
-5.87K
- 27.69%
N/A
15.3K $332M
APP
App Lovin Corp

Technology
-137
- 12.03%
$238.08 - $510.13 $32.6K - $69.9K
1K $266M
BFC
Bank First Corp

Financial Services
-1K
- 33.09%
$93.72 - $106.76 $93.7K - $107K
2.02K $204M
MMLG
First Tr Exc Viii First Multi

Technology
-103
- 0.34%
$27.1 - $33.12 $2.79K - $3.41K
30.5K $833M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.78K
- 6.78%
$48.31 - $49.23 $85.8K - $87.5K
24.4K $1.2B
DIS
Walt Disney CO

Communication Services
-35
- 0.69%
$96.87 - $114.0 $3.39K - $3.99K
5.04K $497M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-474
- 2.46%
$32.49 - $37.99 $15.4K - $18K
18.8K $629M
CAT
Caterpillar Inc

Industrials
-51
- 4.2%
$326.75 - $407.63 $16.7K - $20.8K
1.16K $383M
FCNCA
First Citizens Bancshares Inc

Financial Services
-10
- 8.0%
$1728.36 - $2231.14 $17.3K - $22.3K
115 $213M
R
Ryder System Inc

Industrials
-152
- 6.87%
$136.38 - $170.92 $20.7K - $26K
2.06K $297M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-4.07K
- 12.13%
$25.54 - $28.79 $104K - $117K
29.5K $820M
PANW
Palo Alto Networks Inc

Technology
-148
- 7.57%
$167.82 - $208.28 $24.8K - $30.8K
1.81K $309M
KHC
Kraft Heinz CO

Consumer Defensive
-1.37K
- 9.94%
$28.51 - $32.22 $39K - $44K
12.4K $377M
MSTR
Microstrategy Inc

Technology
-151
- 13.28%
$239.27 - $396.5 $36.1K - $59.9K
986 $284M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-20
- 0.15%
N/A
13.4K $457M
JXN
Jackson Financial Inc.

Financial Services
-336
- 7.4%
$79.36 - $97.88 $26.7K - $32.9K
4.21K $352M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-937
- 13.81%
$46.74 - $47.55 $43.8K - $44.6K
5.85K $278M
RDVY
First Trust Rising Dividend Ac

ETFs
-235
- 0.55%
$57.22 - $63.39 $13.4K - $14.9K
42.4K $2.48B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-594
- 7.75%
$56.17 - $59.71 $33.4K - $35.5K
7.07K $404M
ACN
Accenture PLC

Technology
-12
- 1.51%
$300.91 - $398.25 $3.61K - $4.78K
785 $245M
FTA
First Tr Large Cap Value

ETFs
-508
- 3.5%
$74.42 - $80.34 $37.8K - $40.8K
14K $1.07B
Dimensional ETF Trust
-660
- 11.87%
N/A
4.9K $256M
PNQI
Invesco Nasdaq Internet ETF

ETFs
-348
- 4.75%
$43.72 - $51.15 $15.2K - $17.8K
6.99K $308M
META
Meta Platforms, Inc.

Communication Services
-16
- 0.61%
$576.36 - $736.67 $9.22K - $11.8K
2.59K $1.49B
MS
Morgan Stanley

Financial Services
-52
- 1.81%
$111.68 - $141.08 $5.81K - $7.34K
2.83K $330M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-730
- 10.75%
$40.79 - $42.32 $29.8K - $30.9K
6.06K $255M
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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