Tcg Advisory Services, LLC Incresed Positions in Q1 2025

Tcg Advisory Services, LLC

  • $2.36 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
12.3K
+ 289.34%
$62.43 - $84.12 $770K - $1.04M
16.6K $1.08M
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
RTX
Raytheon Technologies Corp

Industrials
2.43K
+ 13.11%
$114.1 - $135.66 $277K - $329K
20.9K $2.77M
SCHW
Schwab Charles Corp

Financial Services
275
+ 0.2%
$71.24 - $83.64 $19.6K - $23K
137K $10.8M
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
LMT
Lockheed Martin Corp

Industrials
2.6K
+ 14.97%
$423.19 - $506.29 $1.1M - $1.32M
20K $8.93M
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
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
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
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
MAIN
Main Street Capital Corp

Financial Services
6.35K
+ 37.78%
$54.71 - $63.1 $347K - $400K
23.1K $1.31M
HON
Honeywell International Inc

Industrials
3.83K
+ 11.07%
$202.75 - $226.52 $777K - $868K
38.5K $8.15M
PM
Philip Morris International Inc.

Consumer Defensive
800
+ 15.83%
$117.15 - $158.79 $93.7K - $127K
5.85K $929K
SNEX
Stone X Group Inc.

Financial Services
9.38K
+ 50.0%
$76.12 - $126.89 $714K - $1.19M
28.1K $2.15M
VZ
Verizon Communications Inc

Communication Services
2.91K
+ 9.03%
$37.81 - $46.49 $110K - $135K
35.1K $1.59M
VEA
Vanguard Ftse Developed Market

ETFs
4.32K
+ 15.98%
$47.4 - $52.99 $205K - $229K
31.3K $1.59M
URI
United Rentals, Inc.

Industrials
636
+ 47.25%
$594.17 - $789.56 $378K - $502K
1.98K $1.24M
T
At&T Inc.

Communication Services
1.23K
+ 2.7%
$21.56 - $28.28 $26.4K - $34.6K
46.6K $1.32M
ARCC
Ares Capital Corp

Financial Services
11.6K
+ 23.67%
$21.28 - $23.81 $247K - $277K
60.7K $1.34M
DPZ
Dominos Pizza Inc

Consumer Cyclical
538
+ 91.34%
$402.33 - $489.71 $216K - $263K
1.13K $517K
PG
Procter & Gamble CO

Consumer Defensive
1.11K
+ 4.83%
$158.56 - $176.26 $176K - $196K
24.1K $4.11M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.15K
+ 26.64%
$165.25 - $224.62 $850K - $1.16M
24.5K $4.06M
DUK
Duke Energy Corp

Utilities
484
+ 3.73%
$105.87 - $121.97 $51.2K - $59K
13.5K $1.64M
PLTR
Palantir Technologies Inc.

Technology
1.71K
+ 14.88%
$64.98 - $124.62 $111K - $213K
13.2K $1.11M
IBM
International Business Machines Corp

Technology
243
+ 3.85%
$217.4 - $264.74 $52.8K - $64.3K
6.55K $1.63M
BROS
Dutch Bros Inc.

Consumer Cyclical
2.08K
+ 18.86%
$55.77 - $85.37 $116K - $177K
13.1K $807K
WM
Waste Management Inc

Industrials
482
+ 12.38%
$200.54 - $233.78 $96.7K - $113K
4.38K $1.01M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.06K
+ 19.41%
$27.01 - $28.54 $191K - $202K
43.5K $1.22M
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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