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
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
20.2K
New
$50.02 - $54.5 $1.01M - $1.1M
20.2K $1.1B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
23.3K
New
$42.87 - $45.76 $1M - $1.07M
23.3K $1.06B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
43.1K
New
$22.11 - $24.64 $953K - $1.06M
43.1K $1.05B
Bank America Corp
818
New
N/A
818 $1.04B
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
28K
New
$32.65 - $37.02 $915K - $1.04M
28K $1.03B
AVGO
Broadcom Inc.

Technology
5.96K
New
$136.27 - $1745.86 $812K - $10.4M
5.96K $1.03B
MDIV
First Trust Multi Asset Divers

ETFs
61.3K
New
$15.69 - $16.76 $961K - $1.03M
61.3K $1.02B
TIP
Ishares Tr Tips Bd ETF

ETFs
9.11K
New
$105.92 - $110.83 $964K - $1.01M
9.11K $1.01B
DVN
Devon Energy Corp

Energy
24.6K
New
$37.87 - $48.65 $932K - $1.2M
24.6K $963M
TDIV
First Trust Nasdaq Technology

ETFs
11.8K
New
$70.51 - $81.07 $830K - $955K
11.8K $946M
TTD
Trade Desk, Inc.

Technology
8.45K
New
$83.08 - $110.79 $702K - $936K
8.45K $927M
MMLG
First Tr Exc Viii First Multi

Technology
32.5K
New
$24.97 - $29.01 $811K - $943K
32.5K $923M
DFIC
Dimensional ETF Tr Dimensional

ETFs
32.5K
New
$25.36 - $28.37 $824K - $922K
32.5K $915M
DUHP
Dimensional ETF Tr Dimensional

ETFs
26.3K
New
$30.74 - $34.07 $809K - $897K
26.3K $897M
DFSV
Dimensional ETF Tr Dimensional

ETFs
28.9K
New
$28.25 - $31.7 $815K - $915K
28.9K $889M
CEG
Constellation Energy Corp

Utilities
3.41K
New
$167.08 - $262.86 $569K - $895K
3.41K $885M
INTC
Intel Corp

Technology
35.5K
New
$18.9 - $34.87 $670K - $1.24M
35.5K $832M
GLD
Spdr Gold Trust

ETFs
3.41K
New
$215.56 - $246.98 $735K - $842K
3.41K $829M
EMLP
First Tr Exchange Traded Iv

ETFs
23.7K
New
$30.38 - $34.0 $721K - $807K
23.7K $798M
JPM
Jpmorgan Chase & CO

Financial Services
3.73K
New
$194.9 - $224.8 $728K - $839K
3.73K $787M
CGSD
Capital Grp Core Plus Income E
30.3K
New
N/A
30.3K $784M
FYX
First Tr Small Cap Core Alphad

ETFs
7.76K
New
$89.32 - $100.62 $693K - $781K
7.76K $772M
TSLA
Tesla, Inc.

Consumer Cyclical
2.74K
New
$191.76 - $263.26 $524K - $720K
2.74K $715M
KMI
Kinder Morgan, Inc.

Energy
32.3K
New
$19.72 - $22.22 $637K - $718K
32.3K $714M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
19.2K
New
$32.65 - $36.69 $628K - $705K
19.2K $699M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$610460.0 - $715910.0 $610K - $716K
1 $691M
ORCL
Oracle Corp

Technology
3.87K
New
$125.9 - $170.35 $487K - $658K
3.87K $659M
FXL
First Tr Exchange Traded Fd Fi

ETFs
4.44K
New
$122.48 - $142.51 $543K - $632K
4.44K $615M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
16.1K
New
$33.88 - $36.77 $545K - $591K
16.1K $587M
LLY
Eli Lilly & CO

Healthcare
660
New
$772.14 - $960.02 $510K - $634K
660 $585M
Capital Grp Fixed Incm ETF T
23.2K
New
N/A
23.2K $584M
KHC
Kraft Heinz CO

Consumer Defensive
16.5K
New
$31.86 - $36.13 $525K - $595K
16.5K $578M
EDOW
First Tr Exchange Traded Fd

ETFs
15.9K
New
$32.74 - $36.1 $520K - $573K
15.9K $571M
FPE
First Tr Pfd Secs & Income ETF

ETFs
31.5K
New
$17.35 - $18.22 $546K - $573K
31.5K $569M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.25K
New
$147.95 - $191.05 $481K - $621K
3.25K $565M
JNJ
Johnson & Johnson

Healthcare
3.46K
New
$145.48 - $167.38 $503K - $578K
3.46K $560M
AINV
Apollo Investment Corp

Financial Services
41.7K
New
N/A
41.7K $558M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
18.6K
New
$28.1 - $29.89 $523K - $557K
18.6K $557M
MA
Mastercard Inc

Financial Services
1.12K
New
$429.6 - $500.99 $482K - $562K
1.12K $554M
XLK
Technology Sector Spdr

ETFs
2.43K
New
$197.34 - $237.68 $479K - $577K
2.43K $548M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
22.1K
New
$22.43 - $24.11 $497K - $534K
22.1K $534M
SIVR
Abrdn Silver ETF Trust

ETFs
17.8K
New
$25.48 - $30.77 $455K - $549K
17.8K $531M
FSIG
First Tr ETF Iv LTD Duration I
26.6K
New
$18.72 - $19.32 $498K - $514K
26.6K $511M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.06K
New
$211.47 - $281.27 $436K - $579K
2.06K $506M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.51K
New
$61.47 - $67.36 $461K - $506K
7.51K $505M
FYT
First Trust Small Cap

ETFs
9.01K
New
$50.68 - $58.56 $457K - $528K
9.01K $500M
JXN
Jackson Financial Inc.

Financial Services
5.42K
New
$69.1 - $91.97 $375K - $498K
5.42K $494M
CAT
Caterpillar Inc

Industrials
1.24K
New
$316.8 - $391.12 $392K - $484K
1.24K $484M
RYT
Invesco S&P 500 Equal Weight T

ETFs
12.7K
New
N/A
12.7K $480M
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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