Tcfg Wealth Management, LLC Portfolio Holdings
Tcfg Wealth Management, LLC
- $199 Billion
- Q3 2024
Tcfg Wealth Management, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $199 Billion distributed in 222 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.5B, Nvidia Corp with a value of $10.1B, Angel Oak Fds Tr Ultrashort In with a value of $5.91B, Microsoft Corp with a value of $5.26B, and Amazon Com Inc with a value of $5.19B.
Examining the 13F form we can see an increase of $199B in the current position value.
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: $68.5 Billion
Technology: $38.7 Billion
Financial Services: $13.8 Billion
Basic Materials: $13.2 Billion
Energy: $11.1 Billion
Consumer Cyclical: $7.92 Billion
Communication Services: $6.19 Billion
Industrials: $6.08 Billion
Other: $10.1 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 222
- Current Value $199 Billion
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 222 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks