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
SYK
Stryker Corp

Healthcare
-21
- 3.54%
$345.14 - $392.15 $7.25K - $8.24K
572 $206M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-227
- 2.89%
$39.78 - $41.04 $9.03K - $9.32K
7.63K $309M
ACN
Accenture PLC

Technology
-10
- 1.24%
$343.9 - $376.86 $3.44K - $3.77K
797 $280M
PH
Parker Hannifin Corp

Industrials
-9
- 1.59%
$621.74 - $709.46 $5.6K - $6.39K
558 $355M
FPX
First Trust Us Equity Opportun

ETFs
-324
- 8.34%
$109.38 - $131.9 $35.4K - $42.7K
3.56K $425M
MMLG
First Tr Exc Viii First Multi

Technology
-1.9K
- 5.85%
$28.07 - $31.89 $53.4K - $60.6K
30.6K $924M
R
Ryder System Inc

Industrials
-156
- 6.58%
$138.78 - $170.03 $21.6K - $26.5K
2.21K $347M
FEX
First Tr Large Cap Core Alphde

ETFs
-1
- -0.0%
$103.29 - $112.88 $103 - $113
21.8K $2.27B
EDOW
First Tr Exchange Traded Fd

ETFs
-18
- 0.11%
$35.29 - $38.02 $635 - $684
15.9K $575M
PAYX
Paychex Inc

Industrials
-23
- 1.38%
$135.86 - $148.73 $3.12K - $3.42K
1.64K $231M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-336
- 10.33%
$172.07 - $207.36 $57.8K - $69.7K
2.92K $576M
TMUS
T Mobile Us, Inc.

Communication Services
-14
- 1.35%
$206.1 - $246.94 $2.89K - $3.46K
1.02K $226M
KR
Kroger CO

Consumer Defensive
-58
- 1.34%
$55.21 - $63.3 $3.2K - $3.67K
4.27K $261M
FSK
Fs Kkr Capital Corp

Financial Services
-419
- 3.22%
$19.71 - $22.22 $8.26K - $9.31K
12.6K $273M
PNQI
Invesco Nasdaq Internet ETF

ETFs
-47
- 0.64%
$42.94 - $49.52 $2.02K - $2.33K
7.33K $342M
VUG
Vanguard Growth ETF

ETFs
-3
- 0.29%
$378.79 - $428.11 $1.14K - $1.28K
1.04K $426M
META
Meta Platforms, Inc.

Communication Services
-13
- 0.5%
$554.08 - $632.68 $7.2K - $8.22K
2.61K $1.53B
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 0.7%
$873.59 - $994.69 $7.86K - $8.95K
1.28K $1.18B
BA
Boeing CO

Industrials
-83
- 4.41%
$138.14 - $180.72 $11.5K - $15K
1.8K $319M
MS
Morgan Stanley

Financial Services
-124
- 4.13%
$104.42 - $134.99 $12.9K - $16.7K
2.88K $362M
CRM
Salesforce, Inc.

Technology
-9
- 0.81%
$270.87 - $367.87 $2.44K - $3.31K
1.11K $370M
JPM
Jpmorgan Chase & CO

Financial Services
-134
- 3.59%
$205.18 - $250.29 $27.5K - $33.5K
3.6K $863M
NFLX
Netflix Inc

Communication Services
-3
- 0.69%
$687.65 - $936.56 $2.06K - $2.81K
429 $382M
GOOGL
Alphabet Inc.

Communication Services
-185
- 2.18%
$161.86 - $196.66 $29.9K - $36.4K
8.29K $1.57B
KMI
Kinder Morgan, Inc.

Energy
-200
- 0.62%
$22.59 - $28.54 $4.52K - $5.71K
32.1K $880M
AVGO
Broadcom Inc.

Technology
-317
- 5.32%
$159.67 - $250.0 $50.6K - $79.3K
5.64K $1.31B
TSLA
Tesla, Inc.

Consumer Cyclical
-95
- 3.47%
$213.65 - $479.86 $20.3K - $45.6K
2.64K $1.07B
V
Visa Inc.

Financial Services
-23
- 0.24%
$273.87 - $320.91 $6.3K - $7.38K
9.49K $3B
AAPL
Apple Inc.

Technology
-1.91K
- 2.87%
$221.69 - $259.02 $423K - $494K
64.7K $16.2B
NVDA
Nvidia Corp

Technology
-1.13K
- 1.36%
$117.0 - $148.88 $132K - $168K
81.8K $11B
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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