Tcfg Wealth Management, LLC Purchases in Q2 2025

Tcfg Wealth Management, LLC

  • $221 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FAD
First Tr Multi Cap Growth Alph

ETFs
1.51K
New
$114.67 - $146.82 $173K - $222K
1.51K $222M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
11.9K
New
$17.5 - $18.46 $208K - $220K
11.9K $220M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
9.68K
New
$21.71 - $22.3 $210K - $216K
9.68K $215M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
8.17K
New
$23.54 - $27.53 $192K - $225K
8.17K $211M
MOS
Mosaic CO

Basic Materials
5.78K
New
$22.76 - $36.95 $131K - $213K
5.78K $211M
EMR
Emerson Electric CO

Industrials
1.58K
New
$94.15 - $133.33 $149K - $211K
1.58K $211M
MU
Micron Technology Inc

Technology
1.69K
New
$64.72 - $127.91 $109K - $216K
1.69K $208M
Ge Vernova Inc
83
+ 11.4%
N/A
811 $429M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
4.29K
New
$41.22 - $48.01 $177K - $206K
4.29K $206M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.03K
New
$96.84 - $99.46 $196K - $202K
2.03K $201M
MSTR
Microstrategy Inc

Technology
185
+ 18.76%
$237.95 - $421.61 $44K - $78K
1.17K $473M
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
20.7K
New
$8.32 - $8.55 $172K - $177K
20.7K $176M
CGSD
Capital Grp Core Plus Income E
6.63K
+ 21.85%
N/A
37K $959M
GE
General Electric CO

Industrials
388
+ 32.5%
$166.81 - $257.39 $64.7K - $99.9K
1.58K $407M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2K
+ 46.67%
$82.21 - $83.12 $164K - $166K
6.28K $521M
CRWD
Crowd Strike Holdings, Inc.

Technology
80
+ 10.64%
$321.63 - $509.31 $25.7K - $40.7K
832 $424M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
50
+ 2.43%
$179.95 - $278.88 $9K - $13.9K
2.11K $588M
APP
App Lovin Corp

Technology
185
+ 18.46%
$219.37 - $417.89 $40.6K - $77.3K
1.19K $416M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
113
+ 5.53%
$141.37 - $228.57 $16K - $25.8K
2.16K $489M
UBER
Uber Technologies, Inc

Technology
200
+ 3.26%
$64.62 - $93.3 $12.9K - $18.7K
6.33K $591M
XLK
Technology Sector Spdr

ETFs
25
+ 0.94%
$179.73 - $253.23 $4.49K - $6.33K
2.67K $676M
ET
Energy Transfer LP

Energy
7.46K
+ 34.92%
$15.65 - $18.93 $117K - $141K
28.8K $523M
MELI
Mercadolibre Inc

Consumer Cyclical
17
+ 14.53%
$1794.73 - $2613.63 $30.5K - $44.4K
134 $350M
DFIC
Dimensional ETF Tr Dimensional

ETFs
498
+ 1.69%
$24.94 - $31.15 $12.4K - $15.5K
30K $933M
QUAL
Ishares Msci Usa Quality Facto

ETFs
471
+ 21.37%
$152.42 - $182.82 $71.8K - $86.1K
2.68K $489M
LLY
Eli Lilly & CO

Healthcare
175
+ 26.72%
$713.71 - $898.95 $125K - $157K
830 $647M
ENFR
Alerian Energy Infrastructure

ETFs
3.03K
+ 45.1%
$28.49 - $33.44 $86.2K - $101K
9.73K $314M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.13%
$496.48 - $617.85 $993 - $1.24K
1.58K $978M
RYT
Invesco S&P 500 Equal Weight T

ETFs
4
+ 0.03%
N/A
13.4K $545M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
100
+ 6.98%
$180.84 - $240.32 $18.1K - $24K
1.53K $368M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 1.1%
$908.13 - $1056.85 $12.7K - $14.8K
1.29K $1.28B
DUHP
Dimensional ETF Tr Dimensional

ETFs
30
+ 0.11%
$29.36 - $35.56 $881 - $1.07K
27K $961M
PH
Parker Hannifin Corp

Industrials
16
+ 2.93%
$517.23 - $700.54 $8.28K - $11.2K
562 $393M
Pacer Fds Tr
176
+ 1.66%
N/A
10.8K $379M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
300
+ 1.35%
$21.9 - $25.54 $6.57K - $7.66K
22.6K $577M
DISV
Dimensional ETF Tr Dimensional

ETFs
138
+ 1.34%
$25.93 - $32.91 $3.58K - $4.54K
10.4K $343M
DIHP
Dimensional ETF Tr Dimensional

ETFs
453
+ 4.28%
$24.32 - $29.74 $11K - $13.5K
11K $326M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
609
+ 19.91%
$68.13 - $74.77 $41.5K - $45.5K
3.67K $267M
SIVR
Abrdn Silver ETF Trust

ETFs
100
+ 0.56%
$28.36 - $35.37 $2.84K - $3.54K
17.9K $617M
EDOW
First Tr Exchange Traded Fd

ETFs
91
+ 0.57%
$32.19 - $38.33 $2.93K - $3.49K
15.9K $611M
JXN
Jackson Financial Inc.

Financial Services
149
+ 3.54%
$70.35 - $89.5 $10.5K - $13.3K
4.36K $387M
EQX
Equinox Gold Corp.

Basic Materials
10K
+ 46.19%
$5.68 - $7.31 $56.8K - $73.1K
31.7K $182M
XOM
Exxon Mobil Corp

Energy
1.25K
+ 13.07%
$99.93 - $119.04 $125K - $149K
10.8K $1.16B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
446
+ 7.88%
$59.8 - $60.07 $26.7K - $26.8K
6.11K $366M
Mackenzie Rlty Cap Inc
32.7K
New
N/A
32.7K $21.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
145
+ 2.46%
$77.94 - $79.5 $11.3K - $11.5K
6.04K $480M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.15%
$376.48 - $440.65 $376 - $441
689 $304M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
359
+ 1.81%
$15.52 - $17.13 $5.57K - $6.15K
20.2K $346M
First Tr Exchng Traded Fd Vi
237
+ 3.33%
N/A
7.35K $224M
Activity Summary
Buys All Purchases 114 New Holdings 38 Increased Positions 76 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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