Tcg Advisory Services, LLC Reduced Holdings in Q1 2025

Tcg Advisory Services, LLC

  • $2.36 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-45.5K
- 73.97%
$507.05 - $563.67 $23.1M - $25.6M
16K $8.23M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.59K
- 3.96%
$222.15 - $428.22 $796K - $1.54M
86.9K $22.5M
IWS
Ishares Russell Midcap Value E

ETFs
-98.7K
- 94.43%
$122.59 - $135.24 $12.1M - $13.4M
5.82K $733K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-257K
- 80.71%
$20.64 - $20.73 $5.31M - $5.33M
61.5K $1.27M
IEMG
Ishares Inc

ETFs
-90.6K
- 52.35%
N/A
82.5K $4.42M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-61.1K
- 30.91%
$58.81 - $68.2 $3.6M - $4.17M
137K $8.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.41K
- 20.75%
$551.42 - $612.93 $3.54M - $3.93M
24.5K $13.7M
CRM
Salesforce, Inc.

Technology
-202
- 0.31%
$268.36 - $359.95 $54.2K - $72.7K
65.6K $17.6M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-70.6K
- 39.61%
$67.08 - $76.14 $4.74M - $5.38M
108K $7.94M
APO
Apollo Global Management, Inc.

Financial Services
-497
- 0.37%
$126.01 - $172.06 $62.6K - $85.5K
133K $18.2M
PRU
Prudential Financial Inc

Financial Services
-22.1K
- 39.91%
$105.04 - $122.33 $2.33M - $2.71M
33.3K $3.72M
STZ
Constellation Brands, Inc.

Consumer Defensive
-3.67K
- 11.52%
$161.05 - $222.93 $591K - $818K
28.2K $5.18M
MS
Morgan Stanley

Financial Services
-874
- 0.5%
$111.68 - $141.08 $97.6K - $123K
176K $20.5M
NOW
Service Now, Inc.

Technology
-559
- 13.64%
$783.83 - $1170.39 $438K - $654K
3.54K $2.82M
CGUS
Capital Group Core Equity ETF
-10.7K
- 1.51%
$33.08 - $36.62 $355K - $393K
700K $23.4M
LLY
Eli Lilly & CO

Healthcare
-2.7K
- 18.92%
$725.72 - $929.72 $1.96M - $2.51M
11.6K $9.55M
GNRC
Generac Holdings Inc.

Industrials
-790
- 1.9%
$126.65 - $164.06 $100K - $130K
40.8K $5.16M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2K
- 64.96%
$522.96 - $601.18 $1.05M - $1.2M
1.08K $575K
MSCI
Msci Inc.

Financial Services
-385
- 1.47%
$541.46 - $628.34 $208K - $242K
25.8K $14.6M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-24.6K
- 43.42%
$40.87 - $45.28 $1.01M - $1.11M
32.1K $1.33M
DIS
Walt Disney CO

Communication Services
-3.56K
- 9.8%
$96.87 - $114.0 $344K - $405K
32.7K $3.23M
AMD
Advanced Micro Devices Inc

Technology
-4.28K
- 21.54%
$96.63 - $129.55 $414K - $555K
15.6K $1.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
-8.4K
- 30.18%
$79.17 - $82.04 $665K - $689K
19.4K $1.59M
BAC
Bank Of America Corp

Financial Services
-5.74K
- 3.34%
$39.61 - $47.74 $227K - $274K
166K $6.94M
CC
Chemours CO

Basic Materials
-31.2K
- 53.5%
$13.41 - $19.99 $418K - $623K
27.1K $366K
DHR
Danaher Corp

Healthcare
-2.35K
- 68.95%
$201.62 - $250.59 $474K - $589K
1.06K $216K
ACN
Accenture PLC

Technology
-1.46K
- 61.15%
$300.91 - $398.25 $439K - $581K
927 $289K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.66K
- 10.59%
$102.49 - $119.96 $272K - $319K
22.4K $2.35M
RJF
Raymond James Financial Inc

Financial Services
-2.25K
- 15.86%
$137.62 - $172.64 $310K - $388K
11.9K $1.66M
JPIE
J P Morgan Exchange Traded Fd
-11.1K
- 26.79%
$45.46 - $46.18 $505K - $513K
30.4K $1.4M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-19.8K
- 35.82%
$23.03 - $23.17 $456K - $459K
35.5K $817K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-19K
- 54.45%
$23.87 - $24.35 $454K - $463K
15.9K $381K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.45K
- 18.34%
$442.66 - $534.52 $1.97M - $2.38M
19.8K $10.5M
TJX
Tjx Companies Inc

Consumer Cyclical
-3.67K
- 64.84%
$112.81 - $126.16 $414K - $463K
1.99K $242K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-122
- 0.31%
$47.79 - $59.89 $5.83K - $7.31K
39.6K $1.99M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-7.59K
- 8.94%
$27.52 - $33.6 $209K - $255K
77.3K $2.3M
GMED
Globus Medical Inc

Healthcare
-3.49K
- 24.92%
$69.68 - $93.32 $243K - $325K
10.5K $768K
GTO
Invesco Actively Managed ETF T

ETFs
-8.21K
- 16.23%
$45.9 - $47.37 $377K - $389K
42.3K $1.99M
IVV
Ishares Core S&P 500 ETF

ETFs
-246
- 3.45%
$554.06 - $615.85 $136K - $151K
6.88K $3.87M
SKYY
First Trust Cloud Computing Et

ETFs
-2.3K
- 47.34%
$102.23 - $131.18 $235K - $302K
2.56K $261K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-17.1K
- 46.87%
$18.36 - $20.51 $315K - $352K
19.4K $384K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-7.14K
- 45.79%
N/A
8.45K $343K
BUG
Global X Fds Cybersecurity ETF

ETFs
-9.08K
- 42.14%
$31.56 - $36.78 $287K - $334K
12.5K $403K
BOTZ
Global X Fds

ETFs
-7.32K
- 42.3%
$28.46 - $34.53 $208K - $253K
9.99K $284K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.61K
- 16.85%
$42.5 - $46.71 $281K - $309K
32.6K $1.48M
FCX
Freeport Mcmoran Inc

Basic Materials
-6.01K
- 15.61%
$34.5 - $43.01 $207K - $259K
32.5K $1.23M
QUBT
Quantum Computing Inc.

Technology
-5.34K
- 27.66%
$4.46 - $18.76 $23.8K - $100K
14K $111K
C
Citigroup Inc

Financial Services
-2.97K
- 19.79%
$67.23 - $84.63 $200K - $252K
12K $855K
TFLO
Ishares Treasury Floating Rate

ETFs
-3.86K
- 46.44%
$50.48 - $50.68 $195K - $195K
4.45K $225K
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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