Tcfg Wealth Management, LLC New Holdings in Q3 2025

Tcfg Wealth Management, LLC

  • $242 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
42.4K
New
$40.33 - $66.97 $1.71M - $2.84M
42.4K $1.85B
LEU
Centrus Energy Corp

Energy
3.85K
New
$166.58 - $315.62 $641K - $1.21M
3.85K $1.19B
GDMN
Wisdomtree Tr Efficient Gold P
8.59K
New
$48.75 - $79.47 $419K - $682K
8.59K $682M
GOEX
Global X Gold Explorers ETF

ETFs
8.78K
New
$43.24 - $67.93 $379K - $596K
8.78K $596M
Global X Fds
8.39K
New
N/A
8.39K $589M
CGCP
Capital Group Core Plus Income

ETFs
25.8K
New
$22.27 - $22.95 $574K - $592K
25.8K $586M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
14.4K
New
$33.95 - $36.33 $489K - $523K
14.4K $515M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
5.01K
New
$70.51 - $77.82 $353K - $390K
5.01K $388M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.32K
New
$52.39 - $53.11 $383K - $389K
7.32K $388M
Coreweave Inc
2.69K
New
N/A
2.69K $369M
Arista Networks Inc
2.47K
New
N/A
2.47K $360M
XLC
Select Sector Spdr Tr Communic

ETFs
2.99K
New
$105.99 - $119.41 $316K - $356K
2.99K $353M
KGC
Kinross Gold Corp

Basic Materials
13.6K
New
$15.19 - $24.85 $206K - $338K
13.6K $338M
Circle Internet Group Inc
2.44K
New
N/A
2.44K $323M
Vanguard Wellington Fd
3.03K
New
N/A
3.03K $308M
Celestica Inc
1.16K
New
N/A
1.16K $285M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.56K
New
$103.83 - $179.9 $162K - $281K
1.56K $279M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.37K
New
$76.16 - $78.59 $256K - $264K
3.37K $263M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
4.27K
New
$94.11 - $95.78 $402K - $409K
4.27K $262M
OKE
Oneok Inc

Energy
4.6K
New
$71.36 - $83.47 $328K - $384K
4.6K $250M
VTI
Vanguard Total Stock Market Et

ETFs
722
New
$303.93 - $329.86 $219K - $238K
722 $237M
Viper Energy Inc
6.05K
New
N/A
6.05K $231M
Reddit Inc
950
New
N/A
950 $218M
HYMU
Blackrock ETF Tr Ii High Yield
9.27K
New
N/A
9.27K $207M
INTC
Intel Corp

Technology
6.08K
New
$19.31 - $35.5 $117K - $216K
6.08K $204M
L
Loews Corp

Financial Services
2K
New
$89.82 - $100.39 $180K - $201K
2K $201M
J P Morgan Exchange Traded F
134K
New
N/A
134K $110M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
83.7K
New
$92.18 - $95.14 $7.72M - $7.97M
83.7K $107M
SBUX
Starbucks Corp

Consumer Cyclical
52.2K
New
$81.9 - $96.86 $4.28M - $5.06M
52.2K $90.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.5K
New
$49.43 - $54.52 $767K - $846K
15.5K $85M
VEA
Vanguard Ftse Developed Market

ETFs
34.9K
New
$56.02 - $60.3 $1.96M - $2.1M
34.9K $66.3M
HYDB
Ishares Tr Edge High Yield Def

ETFs
16.4K
New
$47.03 - $47.97 $774K - $789K
16.4K $48.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12K
New
$45.6 - $46.92 $549K - $565K
12K $46.4M
DUK
Duke Energy Corp

Utilities
14.3K
New
$116.31 - $125.93 $1.66M - $1.8M
14.3K $42.8M
FTLS
First Tr Long/Short Equity ETF

ETFs
109K
New
$65.78 - $69.95 $7.16M - $7.62M
109K $42M
Msc Income Fund Inc
202K
New
N/A
202K $32.6M
EFV
Msci Eafe Value ETF

ETFs
28K
New
$62.79 - $68.42 $1.76M - $1.91M
28K $23.4M
CTM
Castellum, Inc.
15.6K
New
$1.0 - $1.49 $15.6K - $23.2K
15.6K $17M
NVO
Novo Nordisk A S

Healthcare
26.9K
New
$45.38 - $71.7 $1.22M - $1.93M
26.9K $14.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
16.8K
New
$181.56 - $190.33 $3.05M - $3.2M
16.8K $11.5M
EFG
Msci Eafe Growth ETF

ETFs
35.5K
New
$106.99 - $114.46 $3.8M - $4.06M
35.5K $9.19M
IYW
Ishares Dj Us Tech ETF

ETFs
56.6K
New
$171.38 - $197.01 $9.71M - $11.2M
56.6K $8.71M
NRZ
New Residential Investment Corp.

Real Estate
84.6K
New
N/A
84.6K $7.54M
Mackenzie Rlty Cap Inc
21.4K
New
N/A
21.4K $4.87M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
37.4K
New
$74.73 - $80.82 $2.79M - $3.02M
37.4K $4.84M
J P Morgan Exchange Traded F
205K
New
N/A
205K $3.14M
GQRE
Flexshares Tr Global Quality R

ETFs
11.7K
New
$58.71 - $61.92 $686K - $724K
11.7K $2.33M
DRSK
ETF Ser Solutions Aptus Define

ETFs
59K
New
$28.26 - $29.29 $1.67M - $1.73M
59K $2.01M
IDME
ETF Ser Solutions Intl Drawdow

ETFs
44.8K
New
N/A
44.8K $1.88M
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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