Tcfg Wealth Management, LLC Incresed Positions in Q3 2025

Tcfg Wealth Management, LLC

  • $242 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
45.9K
+ 164.39%
$64.22 - $99.03 $2.95M - $4.55M
73.8K $7.31B
Dimensional ETF Trust
52K
+ 470.91%
N/A
63.1K $3.5B
AAPL
Apple Inc.

Technology
21.6K
+ 34.43%
$202.38 - $256.87 $4.37M - $5.55M
84.4K $15.5B
ALCC
Alt C Acquisition Corp.

Financial Services
3.68K
+ 13.19%
N/A
31.6K $3.53B
FNV
Franco Nevada Corp

Basic Materials
153
+ 0.64%
$154.4 - $222.91 $23.6K - $34.1K
24K $5.34B
HP
Helmerich & Payne, Inc.

Energy
43.4K
+ 85.9%
$15.35 - $22.65 $666K - $983K
93.9K $2.08B
MP
Mp Materials Corp.

Basic Materials
9.79K
+ 54.32%
$30.03 - $77.13 $294K - $755K
27.8K $1.86B
APP
App Lovin Corp

Technology
870
+ 73.29%
$335.1 - $718.54 $292K - $625K
2.06K $1.48B
BITO
Proshares Tr Bitcoin Strategy

ETFs
42.1K
+ 332.42%
$18.74 - $23.05 $789K - $970K
54.7K $1.08B
GOOG
Alphabet Inc.

Communication Services
16
+ 0.16%
$175.16 - $255.24 $2.8K - $4.08K
10.1K $2.46B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.79K
+ 6.59%
$138.08 - $151.2 $247K - $271K
28.9K $4.37B
AVGO
Broadcom Inc.

Technology
7.83K
+ 135.21%
$264.74 - $369.57 $2.07M - $2.9M
13.6K $2.08B
XOM
Exxon Mobil Corp

Energy
3.51K
+ 32.48%
$105.83 - $117.22 $371K - $411K
14.3K $1.61B
SII
Sprott Inc.

Financial Services
3.16K
+ 31.01%
$62.54 - $83.38 $198K - $263K
13.4K $1.11B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
5.47K
+ 45.87%
$50.7 - $54.86 $277K - $300K
17.4K $952M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
298K
+ 1848.24%
$53.81 - $57.52 $16M - $17.1M
314K $1.16B
TSLA
Tesla, Inc.

Consumer Cyclical
62.9K
+ 1552.72%
$293.94 - $444.72 $18.5M - $28M
66.9K $1.57B
HOOD
Robinhood Markets, Inc.

Technology
941
+ 35.05%
$91.27 - $143.18 $85.9K - $135K
3.63K $519M
CGUS
Capital Group Core Equity ETF
4.24K
+ 15.69%
$36.89 - $39.72 $156K - $168K
31.3K $1.24B
MU
Micron Technology Inc

Technology
2.17K
+ 128.56%
$104.88 - $168.89 $228K - $367K
3.87K $433M
MSFT
Microsoft Corp

Technology
101K
+ 991.98%
$491.09 - $535.64 $49.5M - $54M
111K $5.27B
IAU
Ishares Gold Trust

ETFs
1.63K
+ 19.21%
$61.62 - $72.77 $100K - $119K
10.1K $736M
CVX
Chevron Corp

Energy
69
+ 0.43%
$145.57 - $161.83 $10K - $11.2K
16K $2.49B
AMD
Advanced Micro Devices Inc

Technology
152
+ 1.74%
$134.8 - $184.42 $20.5K - $28K
8.9K $1.44B
CGGR
Capital Group Growth ETF Shs C

ETFs
3.09K
+ 31.11%
$40.2 - $44.58 $124K - $138K
13K $572M
JNJ
Johnson & Johnson

Healthcare
697
+ 17.63%
$155.17 - $185.42 $108K - $129K
4.65K $759M
SHOP
Shopify Inc.

Technology
150
+ 3.85%
$112.11 - $157.12 $16.8K - $23.6K
4.05K $601M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
97
+ 4.49%
$224.68 - $282.71 $21.8K - $27.4K
2.26K $630M
RWL
Invesco Exchange Traded Fd Tr

ETFs
46
+ 0.22%
$102.17 - $110.66 $4.7K - $5.09K
21.2K $2.35B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
4.14K
+ 24.72%
N/A
20.9K $539M
TDIV
First Trust Nasdaq Technology

ETFs
186
+ 1.58%
$89.27 - $100.33 $16.6K - $18.7K
12K $1.18B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.1K
+ 9.87%
$49.05 - $49.99 $103K - $105K
23.4K $1.17B
Ge Vernova Inc
75
+ 9.25%
N/A
886 $545M
BWXT
Bwx Technologies, Inc.

Industrials
50
+ 1.9%
$136.45 - $184.37 $6.82K - $9.22K
2.69K $496M
UYLD
Angel Oak Fds Tr Ultrashort In
2.08K
+ 1.97%
N/A
108K $5.51B
Capital Group International
2.7K
+ 15.16%
N/A
20.5K $632M
ETN
Eaton Corp PLC

Industrials
200
+ 10.63%
$342.99 - $392.76 $68.6K - $78.6K
2.08K $779M
CEG
Constellation Energy Corp

Utilities
185
+ 2.58%
$298.82 - $354.89 $55.3K - $65.7K
7.35K $2.42B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.79K
+ 8.54%
$48.72 - $50.73 $87K - $90.6K
22.7K $1.12B
GE
General Electric CO

Industrials
76
+ 4.8%
$244.75 - $305.63 $18.6K - $23.2K
1.66K $499M
XLK
Technology Sector Spdr

ETFs
27
+ 1.01%
$250.97 - $282.66 $6.78K - $7.63K
2.7K $760M
MS
Morgan Stanley

Financial Services
305
+ 17.75%
$139.09 - $161.16 $42.4K - $49.2K
2.02K $322M
CPER
United States Copper Index Fun

ETFs
4.88K
+ 11.88%
$27.21 - $36.17 $133K - $176K
45.9K $1.38B
UBER
Uber Technologies, Inc

Technology
496
+ 7.84%
$86.91 - $99.57 $43.1K - $49.4K
6.83K $669M
DUHP
Dimensional ETF Tr Dimensional

ETFs
381
+ 1.41%
$35.76 - $37.93 $13.6K - $14.5K
27.4K $1.04B
PBA
Pembina Pipeline Corp

Energy
920
+ 9.01%
$35.5 - $40.58 $32.7K - $37.3K
11.1K $451M
FVD
First Tr Value Line Divid Inde

ETFs
6
+ 0.02%
$44.73 - $46.86 $268 - $281
39.8K $1.84B
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
68
+ 0.24%
$37.9 - $40.19 $2.58K - $2.73K
28.2K $1.13B
MO
Altria Group, Inc.

Consumer Defensive
9.2K
+ 121.74%
$57.75 - $67.68 $531K - $623K
16.8K $499M
Activity Summary
Buys All Purchases 178 New Holdings 74 Increased Positions 104 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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