Tcfg Wealth Management, LLC Reduced Holdings in Q2 2025

Tcfg Wealth Management, LLC

  • $221 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
F
Ford Motor CO

Consumer Cyclical
-139K
- 85.39%
$8.69 - $10.85 $1.21M - $1.51M
23.8K $259M
AAPL
Apple Inc.

Technology
-893
- 1.4%
$172.42 - $223.89 $154K - $200K
62.8K $12.9B
CVX
Chevron Corp

Energy
-4.8K
- 23.12%
$133.73 - $168.51 $641K - $808K
15.9K $2.28B
VZ
Verizon Communications Inc

Communication Services
-20.6K
- 33.04%
$41.67 - $45.62 $857K - $938K
41.7K $1.8B
PSLV
Sprott Physical Silver Trust

Financial Services
-89.9K
- 54.28%
$9.98 - $12.51 $897K - $1.12M
75.7K $927M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-28.2K
- 49.65%
$26.18 - $30.91 $739K - $872K
28.6K $862M
BWXT
Bwx Technologies, Inc.

Industrials
-8.16K
- 75.57%
$89.24 - $144.06 $728K - $1.18M
2.64K $380M
UYLD
Angel Oak Fds Tr Ultrashort In
-11K
- 9.43%
N/A
106K $5.4B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-9.32K
- 36.99%
N/A
15.9K $794M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-15.9K
- 35.64%
$29.07 - $29.38 $462K - $467K
28.7K $841M
BITO
Proshares Tr Bitcoin Strategy

ETFs
-25.7K
- 67.01%
$16.69 - $23.43 $429K - $602K
12.7K $272M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-6.57K
- 21.3%
$45.07 - $52.57 $296K - $345K
24.3K $1.19B
Viper Energy Inc
-1.02K
- 2.52%
N/A
39.5K $1.5B
MRK
Merck & Co., Inc.

Healthcare
-1.57K
- 18.36%
$73.47 - $87.12 $115K - $137K
6.98K $552M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-3.14K
- 12.84%
$48.5 - $49.35 $152K - $155K
21.3K $1.05B
MO
Altria Group, Inc.

Consumer Defensive
-2.13K
- 21.97%
$55.56 - $60.91 $118K - $130K
7.56K $443M
Bank America Corp
-105
- 22.83%
N/A
355 $431M
DVN
Devon Energy Corp

Energy
-736
- 3.81%
$26.8 - $37.92 $19.7K - $27.9K
18.6K $590M
SA
Seabridge Gold Inc

Basic Materials
-12.5K
- 54.41%
$9.75 - $14.93 $122K - $187K
10.5K $152M
KMI
Kinder Morgan, Inc.

Energy
-4.28K
- 12.33%
$25.21 - $29.4 $108K - $126K
30.4K $894M
FSIG
First Tr ETF Iv LTD Duration I
-5.21K
- 18.34%
$18.77 - $19.14 $97.7K - $99.6K
23.2K $443M
PG
Procter & Gamble CO

Consumer Defensive
-130
- 2.07%
$157.66 - $172.39 $20.5K - $22.4K
6.14K $978M
MS
Morgan Stanley

Financial Services
-1.11K
- 39.23%
$99.83 - $140.86 $111K - $156K
1.72K $242M
HD
Home Depot, Inc.

Consumer Cyclical
-228
- 9.32%
$335.24 - $380.78 $76.4K - $86.8K
2.22K $814M
SHOP
Shopify Inc.

Technology
-1.67K
- 29.97%
$76.89 - $115.35 $128K - $192K
3.9K $449M
SHV
Ishares Tr

ETFs
-700
- 25.93%
$110.06 - $110.46 $77K - $77.3K
2K $221M
PEP
Pepsico Inc

Consumer Defensive
-16
- 0.38%
$128.02 - $151.37 $2.05K - $2.42K
4.16K $550M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-730
- 7.51%
$99.1 - $99.49 $72.3K - $72.6K
9K $894M
TIP
Ishares Tr Tips Bd ETF

ETFs
-507
- 12.22%
$107.93 - $110.97 $54.7K - $56.3K
3.64K $401M
KHC
Kraft Heinz CO

Consumer Defensive
-84
- 0.68%
$25.61 - $30.81 $2.15K - $2.59K
12.3K $318M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.34K
- 9.55%
$42.72 - $44.24 $57K - $59.1K
12.6K $555M
JNJ
Johnson & Johnson

Healthcare
-22
- 0.55%
$146.36 - $159.82 $3.22K - $3.52K
3.95K $604M
ENB
Enbridge Inc

Energy
-1.47K
- 12.41%
$41.09 - $47.16 $60.3K - $69.2K
10.4K $469M
V
Visa Inc.

Financial Services
-259
- 2.73%
$308.27 - $373.31 $79.8K - $96.7K
9.22K $3.27B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-760
- 6.0%
$47.42 - $51.67 $36K - $39.3K
11.9K $605M
KR
Kroger CO

Consumer Defensive
-870
- 20.58%
$64.62 - $74.0 $56.2K - $64.4K
3.36K $241M
FDL
First Tr Morningstar Dividend

ETFs
-28
- 0.11%
$38.19 - $43.19 $1.07K - $1.21K
26.5K $1.11B
AMGN
Amgen Inc

Healthcare
-3
- 0.3%
$262.28 - $309.85 $787 - $930
1K $280M
TMUS
T Mobile Us, Inc.

Communication Services
-22
- 2.27%
$220.99 - $268.54 $4.86K - $5.91K
946 $225M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-605
- 11.58%
$49.79 - $50.75 $30.1K - $30.7K
4.62K $235M
Ea Series Trust
-705
- 1.71%
N/A
40.5K $4.56B
Capital Grp Fixed Incm ETF T
-1.11K
- 4.77%
N/A
22.1K $557M
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.17%
$285.55 - $321.23 $571 - $642
1.14K $333M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-495
- 7.77%
$44.68 - $45.96 $22.1K - $22.8K
5.87K $269M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.03K
- 12.54%
$32.0 - $39.87 $32.9K - $41K
7.17K $285M
EMLP
First Tr Exchange Traded Iv

ETFs
-589
- 2.48%
$33.62 - $37.89 $19.8K - $22.3K
23.1K $867M
PAYX
Paychex Inc

Industrials
-35
- 2.14%
$137.01 - $159.78 $4.8K - $5.59K
1.6K $232M
VLO
Valero Energy Corp

Energy
-168
- 8.33%
$104.69 - $141.77 $17.6K - $23.8K
1.85K $249M
LMT
Lockheed Martin Corp

Industrials
-47
- 8.12%
$430.82 - $486.45 $20.2K - $22.9K
532 $247M
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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