Tcfg Wealth Management, LLC Purchases in Q3 2024

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
66.6K
New
$207.23 - $234.82 $13.8M - $15.6M
66.6K $15.5B
NVDA
Nvidia Corp

Technology
82.9K
New
$98.91 - $134.91 $8.2M - $11.2M
82.9K $10.1B
UYLD
Angel Oak Fds Tr Ultrashort In
115K
New
N/A
115K $5.91B
MSFT
Microsoft Corp

Technology
12.2K
New
$395.15 - $467.56 $4.83M - $5.71M
12.2K $5.26B
AMZN
Amazon Com Inc

Consumer Cyclical
27.9K
New
$161.02 - $200.0 $4.49M - $5.57M
27.9K $5.19B
Ea Series Trust
41K
New
N/A
41K $4.47B
NEM
Newmont Corp

Basic Materials
79.9K
New
$41.65 - $55.85 $3.33M - $4.46M
79.9K $4.27B
FNV
Franco Nevada Corp

Basic Materials
30.5K
New
$116.95 - $131.12 $3.56M - $4M
30.5K $3.79B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
110K
New
$31.05 - $34.29 $3.4M - $3.76M
110K $3.76B
CVX
Chevron Corp

Energy
21.2K
New
$137.88 - $161.97 $2.93M - $3.44M
21.2K $3.13B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
50.7K
New
$49.7 - $56.11 $2.52M - $2.84M
50.7K $2.78B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
21.3K
New
$110.06 - $128.44 $2.34M - $2.73M
21.3K $2.7B
Dimensional ETF Trust
48.8K
New
N/A
48.8K $2.68B
V
Visa Inc.

Financial Services
9.51K
New
$253.74 - $291.56 $2.41M - $2.77M
9.51K $2.62B
RDVY
First Trust Rising Dividend Ac

ETFs
42.5K
New
$53.68 - $59.24 $2.28M - $2.52M
42.5K $2.52B
FEX
First Tr Large Cap Core Alphde

ETFs
21.8K
New
$94.21 - $104.17 $2.05M - $2.27M
21.8K $2.27B
SPTS
Spdr Portfolio Short Term Trea

ETFs
76.8K
New
$28.75 - $29.46 $2.21M - $2.26M
76.8K $2.26B
Viper Energy Inc
41.6K
New
N/A
41.6K $1.88B
FVD
First Tr Value Line Divid Inde

ETFs
40.2K
New
$40.45 - $45.49 $1.62M - $1.83M
40.2K $1.83B
EPD
Enterprise Products Partners L.P.

Energy
59.7K
New
$27.88 - $30.0 $1.66M - $1.79M
59.7K $1.74B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
32.5K
New
N/A
32.5K $1.63B
GOOG
Alphabet Inc.

Communication Services
9.7K
New
$149.54 - $192.66 $1.45M - $1.87M
9.7K $1.62B
WPM
Wheaton Precious Metals Corp.

Basic Materials
26.5K
New
$52.04 - $64.22 $1.38M - $1.7M
26.5K $1.62B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.51K
New
$405.19 - $478.57 $1.42M - $1.68M
3.51K $1.61B
NUE
Nucor Corp

Basic Materials
10.5K
New
$137.77 - $166.14 $1.45M - $1.75M
10.5K $1.58B
PSLV
Sprott Physical Silver Trust

Financial Services
145K
New
$9.17 - $10.84 $1.33M - $1.57M
145K $1.52B
META
Meta Platforms, Inc.

Communication Services
2.62K
New
$453.41 - $572.44 $1.19M - $1.5M
2.62K $1.5B
CCJ
Cameco Corp

Energy
31K
New
$36.9 - $53.72 $1.14M - $1.66M
31K $1.48B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.99K
New
$434.77 - $502.96 $1.3M - $1.51M
2.99K $1.46B
PSEC
Prospect Capital Corp

Financial Services
265K
New
$4.75 - $5.6 $1.26M - $1.49M
265K $1.42B
GOOGL
Alphabet Inc.

Communication Services
8.47K
New
$148.65 - $191.18 $1.26M - $1.62M
8.47K $1.41B
FDD
First Trust Stoxx European Sel

ETFs
113K
New
$11.46 - $12.62 $1.29M - $1.42M
113K $1.4B
CSL
Carlisle Companies Inc

Industrials
3.01K
New
$376.5 - $449.34 $1.13M - $1.35M
3.01K $1.35B
AMD
Advanced Micro Devices Inc

Technology
8.04K
New
$128.67 - $183.96 $1.04M - $1.48M
8.04K $1.32B
AEM
Agnico Eagle Mines LTD

Basic Materials
16.3K
New
$65.04 - $84.24 $1.06M - $1.37M
16.3K $1.31B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
27.9K
New
$44.66 - $49.15 $1.24M - $1.37M
27.9K $1.31B
MRK
Merck & Co., Inc.

Healthcare
11.4K
New
$111.15 - $128.97 $1.27M - $1.47M
11.4K $1.29B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
25.7K
New
$47.95 - $49.61 $1.23M - $1.27M
25.7K $1.27B
XOM
Exxon Mobil Corp

Energy
10.8K
New
$109.72 - $119.0 $1.18M - $1.28M
10.8K $1.26B
Dimensional ETF Trust
22.1K
New
N/A
22.1K $1.22B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.04K
New
$517.38 - $573.86 $1.06M - $1.17M
2.04K $1.17B
FTA
First Tr Large Cap Value

ETFs
14.6K
New
$72.76 - $79.13 $1.06M - $1.15M
14.6K $1.15B
COST
Costco Wholesale Corp

Consumer Defensive
1.29K
New
$801.83 - $917.05 $1.04M - $1.19M
1.29K $1.15B
CPER
United States Copper Index Fun

ETFs
40.3K
New
$24.71 - $28.93 $996K - $1.17M
40.3K $1.14B
HD
Home Depot, Inc.

Consumer Cyclical
2.78K
New
$333.64 - $405.2 $929K - $1.13M
2.78K $1.13B
FDL
First Tr Morningstar Dividend

ETFs
26.7K
New
$37.66 - $42.06 $1M - $1.12M
26.7K $1.12B
BWXT
Bwx Technologies, Inc.

Industrials
10.2K
New
$92.38 - $108.7 $938K - $1.1M
10.2K $1.1B
PG
Procter & Gamble CO

Consumer Defensive
6.36K
New
$160.76 - $177.82 $1.02M - $1.13M
6.36K $1.1B
FTSL
First Trust Senior Ln Fund

ETFs
24K
New
$45.51 - $46.26 $1.09M - $1.11M
24K $1.1B
Activity Summary
Buys All Purchases 222 New Holdings 222 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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