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
CEF
Sprott Physical Gold & Silver Trust

Financial Services
19.5K
New
$21.72 - $25.05 $423K - $488K
19.5K $477M
DIS
Walt Disney CO

Communication Services
4.92K
New
$85.6 - $98.61 $421K - $485K
4.92K $473M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.89K
New
$76.94 - $79.54 $453K - $469K
5.89K $468M
KLAC
Kla Corp

Technology
582
New
$696.17 - $892.35 $405K - $519K
582 $451M
CGUS
Capital Group Core Equity ETF
13.1K
New
$31.19 - $34.33 $409K - $451K
13.1K $450M
FTDS
First Trust Dividend Strength

ETFs
8.56K
New
$47.93 - $52.41 $410K - $449K
8.56K $446M
ETN
Eaton Corp PLC

Industrials
1.33K
New
$272.52 - $333.02 $363K - $443K
1.33K $441M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.42K
New
$98.97 - $99.59 $437K - $440K
4.42K $440M
ET
Energy Transfer LP

Energy
27.2K
New
$15.43 - $16.44 $420K - $447K
27.2K $437M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
824
New
$475.2 - $527.7 $392K - $435K
824 $435M
FPX
First Trust Us Equity Opportun

ETFs
3.88K
New
$92.33 - $110.55 $359K - $429K
3.88K $428M
FNX
First Tr Mid Cap Core Alphadex

ETFs
3.65K
New
$106.85 - $117.19 $390K - $427K
3.65K $427M
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.35K
New
$90.36 - $98.07 $393K - $426K
4.35K $426M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
992
New
$386.81 - $423.12 $384K - $420K
992 $420M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
19.3K
New
$20.51 - $21.98 $395K - $423K
19.3K $419M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.07K
New
$98.99 - $101.51 $403K - $413K
4.07K $412M
O
Realty Income Corp

Real Estate
6.49K
New
$52.36 - $63.42 $340K - $412K
6.49K $412M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.92K
New
$54.98 - $59.51 $380K - $412K
6.92K $412M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
16.5K
New
N/A
16.5K $407M
VUG
Vanguard Growth ETF

ETFs
1.04K
New
$341.08 - $391.94 $355K - $408K
1.04K $400M
MCD
Mcdonalds Corp

Consumer Cyclical
1.29K
New
$245.82 - $304.51 $316K - $392K
1.29K $392M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.17K
New
$162.64 - $179.3 $352K - $389K
2.17K $389M
FANG
Diamondback Energy, Inc.

Energy
2.25K
New
$168.46 - $210.94 $379K - $474K
2.25K $388M
UNH
Unitedhealth Group Inc

Healthcare
659
New
$488.01 - $604.18 $322K - $398K
659 $385M
NXE
Nex Gen Energy Ltd.

Energy
58.8K
New
$5.31 - $7.53 $312K - $443K
58.8K $384M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.59K
New
$81.31 - $83.29 $373K - $382K
4.59K $381M
PANW
Palo Alto Networks Inc

Technology
1.11K
New
$294.18 - $368.01 $325K - $407K
1.11K $378M
MO
Altria Group, Inc.

Consumer Defensive
7.33K
New
$45.95 - $54.71 $337K - $401K
7.33K $374M
BAC
Bank Of America Corp

Financial Services
9.18K
New
$36.65 - $44.13 $336K - $405K
9.18K $364M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
19.9K
New
$17.02 - $18.39 $338K - $365K
19.9K $362M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
6.05K
New
$59.61 - $60.15 $361K - $364K
6.05K $362M
PH
Parker Hannifin Corp

Industrials
567
New
$501.01 - $635.92 $284K - $361K
567 $358M
BX
Blackstone Inc.

Financial Services
2.29K
New
$120.77 - $159.66 $276K - $365K
2.29K $350M
R
Ryder System Inc

Industrials
2.37K
New
$117.21 - $148.66 $278K - $352K
2.37K $346M
ENB
Enbridge Inc

Energy
8.47K
New
$35.27 - $41.18 $299K - $349K
8.47K $344M
T
At&T Inc.

Communication Services
15.6K
New
$18.21 - $22.28 $284K - $347K
15.6K $343M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
5.74K
New
$52.25 - $58.97 $300K - $338K
5.74K $338M
AMGN
Amgen Inc

Healthcare
1.05K
New
$309.38 - $337.38 $325K - $354K
1.05K $338M
FEP
First Trust Europe Alphadex Fu

ETFs
8.61K
New
$35.46 - $39.44 $305K - $339K
8.61K $335M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
11.6K
New
$25.21 - $28.46 $293K - $331K
11.6K $327M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
16.3K
New
$19.74 - $20.07 $322K - $328K
16.3K $327M
DISV
Dimensional ETF Tr Dimensional

ETFs
11.2K
New
$26.06 - $29.18 $293K - $328K
11.2K $326M
VZ
Verizon Communications Inc

Communication Services
7.25K
New
$38.89 - $45.0 $282K - $326K
7.25K $325M
PNQI
Invesco Nasdaq Internet ETF

ETFs
7.38K
New
$37.37 - $43.48 $276K - $321K
7.38K $321M
PEP
Pepsico Inc

Consumer Defensive
1.87K
New
$161.9 - $179.3 $303K - $336K
1.87K $318M
DIHP
Dimensional ETF Tr Dimensional

ETFs
11.4K
New
$25.23 - $27.94 $288K - $319K
11.4K $317M
RTX
Raytheon Technologies Corp

Industrials
2.61K
New
$99.55 - $123.34 $260K - $322K
2.61K $316M
FAB
First Tr Multi Cap Value Alpha

ETFs
3.74K
New
$77.64 - $85.16 $290K - $318K
3.74K $316M
ITA
Ishares Tr

ETFs
2.11K
New
$131.58 - $149.64 $278K - $316K
2.11K $316M
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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