Tcg Advisory Services, LLC Purchases in Q1 2025

Tcg Advisory Services, LLC

  • $2.36 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.37K
+ 8.11%
$80.53 - $147.57 $111K - $203K
18.3K $2.42M
NEE
Nextera Energy Inc

Utilities
15K
+ 11.9%
$66.96 - $76.16 $1.01M - $1.14M
141K $10M
AOM
Ishares Tr Core Moderate Alloc

ETFs
19.1K
+ 7.51%
$42.93 - $44.71 $822K - $856K
274K $12M
WMT
Walmart Inc.

Consumer Defensive
19.2K
+ 6.34%
$84.5 - $105.05 $1.62M - $2.02M
322K $28.3M
VTV
Vanguard Value ETF

ETFs
1.47K
+ 0.78%
$167.73 - $179.21 $247K - $264K
189K $32.7M
CNQ
Canadian Natural Resources LTD

Energy
29.7K
+ 14.01%
$26.72 - $32.74 $795K - $974K
242K $7.45M
DHI
Horton D R Inc

Consumer Cyclical
13.4K
+ 21.08%
$125.29 - $147.65 $1.68M - $1.98M
77K $9.79M
COST
Costco Wholesale Corp

Consumer Defensive
644
+ 7.75%
$890.62 - $1076.86 $574K - $693K
8.96K $8.47M
WMB
Williams Companies, Inc.

Energy
2.76K
+ 2.32%
$54.02 - $61.09 $149K - $168K
122K $7.26M
BSJR
Invesco Indx Tr

ETFs
35.3K
+ 73.38%
$22.4 - $22.69 $790K - $800K
83.3K $1.87M
SNOW
Snowflake Inc.

Technology
5.5K
+ 57.19%
$146.16 - $192.78 $804K - $1.06M
15.1K $2.21M
MO
Altria Group, Inc.

Consumer Defensive
8.43K
+ 41.12%
$50.81 - $60.02 $429K - $506K
28.9K $1.74M
HD
Home Depot, Inc.

Consumer Cyclical
2.79K
+ 16.87%
$347.25 - $424.87 $970K - $1.19M
19.4K $7.09M
BSCV
Invesco ETF Self Indexed Fd Tr
38.6K
+ 49.68%
$15.87 - $16.38 $612K - $632K
116K $1.9M
CSCO
Cisco Systems, Inc.

Technology
8.5K
+ 18.49%
$58.74 - $64.87 $500K - $552K
54.5K $3.36M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
29.7K
+ 12.17%
$21.64 - $22.08 $642K - $655K
273K $5.91M
RTX
Raytheon Technologies Corp

Industrials
2.43K
+ 13.11%
$114.1 - $135.66 $277K - $329K
20.9K $2.77M
MIDD
Middleby Corp

Industrials
4K
New
$133.93 - $172.89 $536K - $692K
4K $607K
SCHW
Schwab Charles Corp

Financial Services
275
+ 0.2%
$71.24 - $83.64 $19.6K - $23K
137K $10.8M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.97K
New
$100.32 - $100.76 $599K - $602K
5.97K $601K
GS
Goldman Sachs Group Inc

Financial Services
1.39K
+ 21.18%
$524.81 - $672.19 $729K - $934K
7.95K $4.34M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.5K
+ 1.72%
$45.56 - $47.23 $250K - $260K
324K $15.3M
EVRG
Evergy, Inc.

Utilities
497
+ 0.69%
$59.9 - $69.52 $29.8K - $34.6K
72.2K $4.98M
PAA
Plains All American Pipeline LP

Energy
17.7K
+ 25.8%
$17.32 - $20.96 $306K - $371K
86.3K $1.73M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
24.8K
+ 7.07%
$18.18 - $18.58 $451K - $461K
376K $6.96M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
21.6K
+ 7.51%
$64.88 - $72.1 $1.4M - $1.56M
310K $20.4M
WES
Western Midstream Partners, LP

Energy
10.2K
+ 30.09%
$37.87 - $42.89 $385K - $436K
44K $1.8M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
21K
+ 6.44%
$20.05 - $20.4 $422K - $429K
348K $7.08M
KO
Coca Cola CO

Consumer Defensive
427
+ 0.85%
$60.81 - $72.32 $26K - $30.9K
50.6K $3.62M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
23.9K
New
$20.2 - $20.86 $482K - $498K
23.9K $482K
LMT
Lockheed Martin Corp

Industrials
2.6K
+ 14.97%
$423.19 - $506.29 $1.1M - $1.32M
20K $8.93M
APP
App Lovin Corp

Technology
1.8K
New
$238.08 - $510.13 $428K - $917K
1.8K $476K
IAUM
I Shares Gold Trust Micro

ETFs
13.6K
+ 139.48%
$26.29 - $31.17 $359K - $425K
23.4K $729K
SIVR
Abrdn Silver ETF Trust

ETFs
13K
+ 166.34%
$28.07 - $32.82 $365K - $427K
20.8K $677K
CAT
Caterpillar Inc

Industrials
1.75K
+ 49.69%
$326.75 - $407.63 $570K - $711K
5.26K $1.73M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
4.46K
New
$100.56 - $108.28 $449K - $483K
4.46K $459K
INTU
Intuit Inc

Technology
729
+ 211.3%
$555.63 - $630.23 $405K - $459K
1.07K $659K
GE
General Electric CO

Industrials
812
+ 10.33%
$168.59 - $212.13 $137K - $172K
8.67K $1.74M
MFC
Manulife Financial Corp

Financial Services
13.6K
New
$28.41 - $31.82 $385K - $431K
13.6K $422K
SMLR
Semler Scientific, Inc.

Healthcare
11.5K
New
$32.62 - $64.94 $375K - $747K
11.5K $416K
SKYT
Sky Water Technology, Inc

Technology
102K
+ 220.87%
$7.06 - $15.69 $717K - $1.59M
148K $1.05M
GLD
Spdr Gold Trust

ETFs
977
+ 34.45%
$243.19 - $288.14 $238K - $282K
3.81K $1.1M
AMGN
Amgen Inc

Healthcare
963
+ 46.25%
$258.59 - $327.36 $249K - $315K
3.05K $948K
FTNT
Fortinet, Inc.

Technology
4.11K
New
$92.49 - $114.57 $380K - $470K
4.11K $395K
ELV
Elevance Health, Inc.

Healthcare
891
New
$365.9 - $436.25 $326K - $389K
891 $387K
MLPX
Global X Mlp & Energy Infrastr

ETFs
6.06K
New
$59.6 - $67.2 $361K - $407K
6.06K $386K
SPYG
Spdr Portfolio

ETFs
5.41K
+ 62.76%
$80.05 - $92.39 $433K - $500K
14K $1.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.64K
+ 17.6%
$126.11 - $135.06 $333K - $356K
17.6K $2.27M
ARLP
Alliance Resource Partners LP

Energy
12.6K
New
$24.47 - $29.24 $308K - $368K
12.6K $343K
Activity Summary
Buys All Purchases 355 New Holdings 67 Increased Positions 288 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 51 Puts 5
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