Tcfg Wealth Management, LLC Portfolio Holdings

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q4 2024

Tcfg Wealth Management, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $199 Billion distributed in 226 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.2B, Nvidia Corp with a value of $11B, Angel Oak Fds Tr Ultrashort In with a value of $6.19B, Amazon Com Inc with a value of $6.13B, and Microsoft Corp with a value of $4.68B.

Examining the 13F form we can see an decrease of $327M in the current position value, from $199B to 199B.

Tcfg Wealth Management, LLC is based out at Laguna Niguel, CA

Below you can find more details about Tcfg Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $199 Billion
ETFs: $68.8 Billion
Technology: $40.1 Billion
Financial Services: $15.3 Billion
Energy: $10.7 Billion
Consumer Cyclical: $9.32 Billion
Basic Materials: $7.64 Billion
Communication Services: $6.83 Billion
Industrials: $5.52 Billion
Other: $9.22 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.15B
$412 Million 0.21% of portfolio
62,500
Q4 2024 Added 6.29%
$8B
$396 Million 0.2% of portfolio
4,543
Q4 2024 Reduced 16.18%
$8.01B
$347 Million 0.17% of portfolio
2,214
Q4 2024 Reduced 6.58%
$3.13B
$329 Million 0.17% of portfolio
1,137
Q4 2024 New
$5.27B
$249 Million 0.13% of portfolio
16,498
Q4 2024 Added 1.18%

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $199 Billion
  • Prior Value $199 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 21 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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