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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-9
- 1.09%
$507.05 - $563.67 $4.56K - $5.07K
816 $419M
PH
Parker Hannifin Corp

Industrials
-12
- 2.15%
$591.65 - $707.05 $7.1K - $8.48K
546 $332M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-590
- 8.48%
$44.41 - $45.98 $26.2K - $27.1K
6.37K $291M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-18
- 0.08%
$23.53 - $25.24 $424 - $454
22.3K $530M
CRWD
Crowd Strike Holdings, Inc.

Technology
-55
- 6.82%
$308.86 - $455.36 $17K - $25K
752 $265M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-498
- 2.7%
$19.8 - $19.97 $9.86K - $9.95K
18K $357M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-893
- 7.78%
$25.1 - $27.85 $22.4K - $24.9K
10.6K $285M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-55
- 0.56%
$99.16 - $99.52 $5.45K - $5.47K
9.73K $968M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-192
- 3.35%
$55.76 - $59.54 $10.7K - $11.4K
5.55K $322M
Blackrock ETF Trust Ii
-61
- 1.34%
N/A
4.5K $236M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-45
- 1.45%
$100.59 - $103.47 $4.53K - $4.66K
3.05K $315M
DISV
Dimensional ETF Tr Dimensional

ETFs
-735
- 6.67%
$26.09 - $30.21 $19.2K - $22.2K
10.3K $300M
UNH
Unitedhealth Group Inc

Healthcare
-3
- 0.46%
$461.52 - $548.18 $1.38K - $1.64K
656 $344M
KLAC
Kla Corp

Technology
-24
- 4.25%
$636.62 - $777.63 $15.3K - $18.7K
541 $368M
MDIV
First Trust Multi Asset Divers

ETFs
-30
- 0.05%
$16.02 - $16.68 $481 - $500
61.2K $1B
JPM
Jpmorgan Chase & CO

Financial Services
-25
- 0.69%
$225.19 - $279.95 $5.63K - $7K
3.58K $877M
PAYX
Paychex Inc

Industrials
-12
- 0.73%
$136.06 - $154.52 $1.63K - $1.85K
1.63K $252M
MCD
Mcdonalds Corp

Consumer Cyclical
-14
- 1.21%
$279.74 - $321.29 $3.92K - $4.5K
1.14K $357M
GE
General Electric CO

Industrials
-100
- 7.73%
$168.59 - $212.13 $16.9K - $21.2K
1.19K $239M
EMLP
First Tr Exchange Traded Iv

ETFs
-572
- 2.36%
$35.79 - $38.28 $20.5K - $21.9K
23.7K $889M
KR
Kroger CO

Consumer Defensive
-39
- 0.91%
$58.36 - $67.72 $2.28K - $2.64K
4.23K $286M
FVD
First Tr Value Line Divid Inde

ETFs
-220
- 0.55%
$42.61 - $45.51 $9.37K - $10K
39.8K $1.78B
FTCS
First Trust Capital Strength E

ETFs
-335
- 1.04%
$86.39 - $91.35 $28.9K - $30.6K
31.9K $2.86B
TMUS
T Mobile Us, Inc.

Communication Services
-55
- 5.38%
$211.3 - $272.83 $11.6K - $15K
968 $258M
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 0.47%
$890.62 - $1076.86 $5.34K - $6.46K
1.28K $1.21B
CI
Cigna Corp

Healthcare
-7
- 0.88%
$274.49 - $329.0 $1.92K - $2.3K
784 $258M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-144
- 0.9%
$33.63 - $37.64 $4.84K - $5.42K
15.9K $589M
AMGN
Amgen Inc

Healthcare
-4
- 0.4%
$258.59 - $327.36 $1.03K - $1.31K
1.01K $314M
T
At&T Inc.

Communication Services
-873
- 5.4%
$21.56 - $28.28 $18.8K - $24.7K
15.3K $432M
DVN
Devon Energy Corp

Energy
-689
- 3.45%
$33.15 - $38.55 $22.8K - $26.6K
19.3K $722M
FDL
First Tr Morningstar Dividend

ETFs
-254
- 0.95%
$39.69 - $43.83 $10.1K - $11.1K
26.5K $1.15B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-259
- 0.6%
$21.95 - $24.74 $5.69K - $6.41K
42.8K $1.04B
JNJ
Johnson & Johnson

Healthcare
-34
- 0.85%
$142.06 - $167.7 $4.83K - $5.7K
3.98K $659M
CPER
United States Copper Index Fun

ETFs
-3.55K
- 10.45%
$25.32 - $32.75 $89.9K - $116K
30.4K $961M
GLD
Spdr Gold Trust

ETFs
-163
- 4.54%
$243.19 - $288.14 $39.6K - $47K
3.43K $988M
EPD
Enterprise Products Partners L.P.

Energy
-400
- 0.66%
$31.75 - $34.14 $12.7K - $13.7K
60.3K $2.06B
FDD
First Trust Stoxx European Sel

ETFs
-416
- 0.4%
$11.08 - $13.94 $4.61K - $5.8K
104K $1.41B
V
Visa Inc.

Financial Services
-13
- 0.14%
$306.92 - $362.71 $3.99K - $4.72K
9.48K $3.32B
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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