Tcg Advisory Services, LLC Reduced Holdings in Q3 2025

Tcg Advisory Services, LLC

  • $2.81 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-2.15K
- 12.54%
$11.04 - $11.83 $23.7K - $25.4K
15K $175K
MGV
Vanguard Mega Cap Value

ETFs
-230
- 7.91%
$129.46 - $137.85 $29.8K - $31.7K
2.68K $368K
XLB
Select Sector Spdr Fd Material

ETFs
-173
- 7.0%
$86.72 - $92.61 $15K - $16K
2.3K $205K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.56K
- 7.33%
$21.69 - $23.34 $33.9K - $36.5K
19.7K $459K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.03K
- 2.07%
$25.67 - $27.21 $26.4K - $28K
48.8K $1.32M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
-520
- 1.37%
$21.35 - $21.7 $11.1K - $11.3K
37.4K $807K
MCK
Mckesson Corp

Healthcare
-52
- 6.6%
$659.01 - $772.54 $34.3K - $40.2K
736 $568K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-1.01K
- 9.36%
$33.13 - $36.31 $33.6K - $36.8K
9.81K $354K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-46
- 1.49%
$78.11 - $79.07 $3.59K - $3.64K
3.05K $240K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-103
- 8.66%
$185.88 - $207.44 $19.1K - $21.4K
1.09K $218K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-25
- 1.09%
N/A
2.27K $194K
IWS
Ishares Russell Midcap Value E

ETFs
-294
- 5.48%
$132.83 - $140.61 $39.1K - $41.3K
5.07K $708K
Listed Fds Tr
-784
- 8.44%
N/A
8.51K $0
Invesco Exch Trd Slf Idx Fd
-458
- 5.48%
N/A
7.9K $0
Barrick Mng Corp
-178
- 0.99%
N/A
17.9K $0
J P Morgan Exchange Traded F
-202K
- 63.27%
N/A
117K $0
Astera Labs Inc
-376
- 16.63%
N/A
1.89K $0
Grail Inc
-242
- 6.18%
N/A
3.67K $0
Brookfield Corp
-80
- 2.39%
N/A
3.26K $0
Celestica Inc
-475
- 14.93%
N/A
2.71K $0
Capital Group Core Balanced
-14.9K
- 42.33%
N/A
20.2K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
-47.7K
- 47.25%
N/A
53.3K $0
ETF Opportunities Trust
-10K
- 50.0%
N/A
10K $0
Fidelity Covington Trust
-1.16K
- 11.54%
N/A
8.9K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-547
- 5.01%
$52.12 - $55.33 $28.5K - $30.3K
10.4K $573K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-614
- 8.39%
$30.13 - $33.37 $18.5K - $20.5K
6.7K $223K
PIM
Putnam Master Intermediate Income Trust

Financial Services
-298
- 0.72%
$3.29 - $3.49 $980 - $1.04K
41.2K $141K
OPRA
Opera LTD

Communication Services
-500
- 5.56%
$15.4 - $20.64 $7.7K - $10.3K
8.5K $175K
FNDF
Schwab Fundamental Intl Large

ETFs
-617
- 5.66%
$39.84 - $43.15 $24.6K - $26.6K
10.3K $441K
IWN
Ishares Russell2000 Val ETF

ETFs
-150
- 8.11%
$157.1 - $178.94 $23.6K - $26.8K
1.7K $300K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.6K
- 5.35%
$24.38 - $26.34 $38.9K - $42.1K
28.2K $742K
VT
Vanguard Total World Stk Index

ETFs
-202
- 4.68%
$128.41 - $138.03 $25.9K - $27.9K
4.11K $566K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-8
- 0.26%
$136.48 - $142.97 $1.09K - $1.14K
3.12K $437K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-146
- 2.5%
$181.56 - $190.33 $26.5K - $27.8K
5.68K $1.08M
TRV
Travelers Companies, Inc.

Financial Services
-33
- 1.21%
$250.62 - $279.43 $8.27K - $9.22K
2.69K $750K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-14
- 0.25%
$108.47 - $114.7 $1.52K - $1.61K
5.59K $640K
CGGO
Capital Group Global Growth Eq

ETFs
-4
- 0.03%
$31.71 - $34.17 $127 - $137
12.4K $422K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-1.03K
- 4.44%
$44.14 - $47.9 $45.6K - $49.5K
22.2K $1.06M
DVY
Ishares Tr

ETFs
-95
- 2.14%
$133.88 - $142.57 $12.7K - $13.5K
4.35K $618K
IVW
Ishares S&P 500 Growth ETF

ETFs
-435
- 5.71%
$108.97 - $121.65 $47.4K - $52.9K
7.19K $867K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2
- 0.03%
$68.24 - $73.73 $136 - $147
6.31K $463K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-1.36K
- 24.98%
$64.22 - $99.03 $87.5K - $135K
4.09K $405K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-59
- 1.15%
$121.46 - $130.92 $7.17K - $7.72K
5.08K $661K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-20
- 0.29%
$119.73 - $134.7 $2.39K - $2.69K
6.9K $920K
RJF
Raymond James Financial Inc

Financial Services
-861
- 8.58%
$154.64 - $176.43 $133K - $152K
9.17K $1.58M
MAIN
Main Street Capital Corp

Financial Services
-749
- 3.57%
$59.28 - $67.54 $44.4K - $50.6K
20.2K $1.29M
XEL
Xcel Energy Inc

Utilities
-166
- 3.11%
$67.56 - $80.65 $11.2K - $13.4K
5.18K $417K
VB
Vanguard Small Cap ETF

ETFs
-63
- 1.53%
$237.58 - $259.17 $15K - $16.3K
4.07K $1.03M
VGT
Vanguard Information Technolog

ETFs
-105
- 6.44%
$656.44 - $753.15 $68.9K - $79.1K
1.53K $1.14M
Activity Summary
Buys All Purchases 501 New Holdings 179 Increased Positions 322 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 83 Puts 12
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