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
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
7.85K
New
$38.45 - $40.05 $302K - $315K
7.85K $315M
MS
Morgan Stanley

Financial Services
3K
New
$92.07 - $106.96 $276K - $321K
3K $313M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
9.77K
New
$29.08 - $31.84 $284K - $311K
9.77K $309M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.14K
New
$66.56 - $75.11 $275K - $311K
4.14K $309M
NFLX
Netflix Inc

Communication Services
432
New
$598.55 - $722.26 $259K - $312K
432 $306M
CRM
Salesforce, Inc.

Technology
1.12K
New
$238.42 - $276.53 $266K - $309K
1.12K $306M
SHV
Ishares Tr

ETFs
2.7K
New
$110.05 - $110.63 $297K - $299K
2.7K $299M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.26K
New
$42.22 - $48.62 $264K - $304K
6.26K $291M
DFSD
Dimensional ETF Tr Short Durat

ETFs
6.08K
New
$47.0 - $47.84 $286K - $291K
6.08K $290M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
9.85K
New
$28.11 - $29.42 $277K - $290K
9.85K $290M
BA
Boeing CO

Industrials
1.88K
New
$152.04 - $190.6 $286K - $359K
1.88K $286M
ACN
Accenture PLC

Technology
807
New
$295.44 - $355.81 $238K - $287K
807 $285M
IEFA
Ishares Tr

ETFs
3.62K
New
$70.09 - $78.74 $254K - $285K
3.62K $283M
SA
Seabridge Gold Inc

Basic Materials
16.8K
New
$13.33 - $18.56 $224K - $311K
16.8K $282M
CI
Cigna Corp

Healthcare
798
New
$319.12 - $367.1 $255K - $293K
798 $277M
BFC
Bank First Corp

Financial Services
3.02K
New
$79.98 - $95.62 $242K - $289K
3.02K $274M
NVO
Novo Nordisk A S

Healthcare
2.28K
New
$119.07 - $145.42 $271K - $332K
2.28K $272M
FTC
First Tr Lge Cap Growth

ETFs
2.06K
New
$115.51 - $131.45 $238K - $271K
2.06K $271M
VLO
Valero Energy Corp

Energy
2K
New
$132.81 - $163.48 $265K - $326K
2K $270M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.18K
New
$77.02 - $85.06 $245K - $271K
3.18K $269M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.16K
New
$41.34 - $43.55 $254K - $268K
6.16K $266M
WMT
Walmart Inc.

Consumer Defensive
3.22K
New
$66.91 - $81.4 $215K - $262K
3.22K $260M
F
Ford Motor CO

Consumer Cyclical
24.6K
New
$9.71 - $14.55 $239K - $358K
24.6K $260M
Dimensional ETF Trust
4.78K
New
N/A
4.78K $259M
FSK
Fs Kkr Capital Corp

Financial Services
13K
New
$18.74 - $20.43 $244K - $266K
13K $256M
CSWC
Capital Southwest Corp

Financial Services
9.8K
New
$23.56 - $27.07 $231K - $265K
9.8K $248M
KR
Kroger CO

Consumer Defensive
4.32K
New
$50.43 - $57.3 $218K - $248K
4.32K $248M
ENFR
Alerian Energy Infrastructure

ETFs
8.69K
New
$26.22 - $28.65 $228K - $249K
8.69K $246M
VICI
Vici Properties Inc.

Real Estate
7.38K
New
$27.64 - $34.08 $204K - $251K
7.38K $246M
HII
Huntington Ingalls Industries, Inc.

Industrials
929
New
$241.93 - $282.86 $225K - $263K
929 $246M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.35K
New
$92.63 - $105.69 $218K - $248K
2.35K $245M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.21K
New
$175.46 - $203.3 $212K - $245K
1.21K $245M
GE
General Electric CO

Industrials
1.29K
New
$156.66 - $189.66 $203K - $245K
1.29K $244M
SGOL
Abrdn Gold ETF Trust

ETFs
9.67K
New
$22.26 - $25.51 $215K - $247K
9.67K $243M
Blackrock ETF Trust Ii
4.5K
New
N/A
4.5K $241M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
17.3K
New
$12.65 - $13.91 $219K - $241K
17.3K $239M
ORCC
Owl Rock Capital Corp

Financial Services
16.3K
New
N/A
16.3K $238M
MELI
Mercadolibre Inc

Consumer Cyclical
115
New
$1591.44 - $2140.1 $183K - $246K
115 $236M
TYA
Simplify Exchange Traded Fds S

ETFs
16.3K
New
$12.71 - $12.71 $207K - $207K
16.3K $234M
COPX
Global X Copper Miners ETF

ETFs
4.93K
New
$38.58 - $48.4 $190K - $238K
4.93K $233M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.88K
New
$73.43 - $80.37 $212K - $232K
2.88K $232M
WCN
Waste Connections, Inc.

Industrials
1.29K
New
$173.92 - $186.5 $225K - $241K
1.29K $231M
AXON
Axon Enterprise, Inc.

Industrials
576
New
$286.16 - $399.6 $165K - $230K
576 $230M
PAYX
Paychex Inc

Industrials
1.67K
New
$116.17 - $135.19 $194K - $225K
1.67K $224M
CRWD
Crowd Strike Holdings, Inc.

Technology
797
New
$217.89 - $392.15 $174K - $313K
797 $224M
HSY
Hershey CO

Consumer Defensive
1.15K
New
$182.45 - $203.25 $209K - $233K
1.15K $220M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.06K
New
$64.57 - $71.76 $197K - $219K
3.06K $219M
IWF
Ishares Russell 1000 Gr ETF

ETFs
577
New
$332.02 - $382.76 $192K - $221K
577 $217M
LMT
Lockheed Martin Corp

Industrials
369
New
$460.3 - $584.56 $170K - $216K
369 $216M
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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