Tfc Financial Management Purchases in Q3 2025

Tfc Financial Management

  • $767 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4.2K
+ 8.85%
$202.38 - $256.87 $850K - $1.08M
51.7K $13.2M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
15.6K
+ 2.22%
$59.61 - $63.09 $931K - $986K
720K $45.3M
VV
Vanguard Large Cap ETF

ETFs
2.79K
+ 6.37%
$285.05 - $309.14 $796K - $864K
46.7K $14.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
15.1K
+ 1.71%
$82.38 - $83.0 $1.24M - $1.25M
898K $74.5M
NVDA
Nvidia Corp

Technology
3.35K
+ 19.33%
$153.3 - $186.58 $514K - $626K
20.7K $3.86M
MSFT
Microsoft Corp

Technology
895
+ 5.83%
$491.09 - $535.64 $440K - $479K
16.2K $8.41M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
1.12K
+ 0.39%
$33.05 - $35.83 $37.1K - $40.2K
290K $10.3M
GOOGL
Alphabet Inc.

Communication Services
158
+ 1.77%
$174.36 - $254.72 $27.5K - $40.2K
9.08K $2.21M
GOOG
Alphabet Inc.

Communication Services
869
+ 19.59%
$175.16 - $255.24 $152K - $222K
5.31K $1.29M
AMSC
American Superconductor Corp

Industrials
111
+ 0.66%
$35.98 - $64.63 $3.99K - $7.17K
16.8K $990K
JPM
Jpmorgan Chase & CO

Financial Services
300
+ 4.53%
$282.78 - $316.06 $84.8K - $94.8K
6.92K $2.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
173
+ 6.38%
$617.65 - $666.84 $107K - $115K
2.88K $1.92M
AMZN
Amazon Com Inc

Consumer Cyclical
971
+ 7.61%
$211.65 - $238.24 $206K - $231K
13.7K $3.02M
AXON
Axon Enterprise, Inc.

Industrials
260
+ 8666.67%
$698.02 - $870.97 $181K - $226K
263 $188K
MRK
Merck & Co., Inc.

Healthcare
54
+ 0.14%
$77.6 - $87.37 $4.19K - $4.72K
37.4K $3.14M
IWF
Ishares Russell 1000 Gr ETF

ETFs
133
+ 5.37%
$420.11 - $472.68 $55.9K - $62.9K
2.61K $1.22M
AVGO
Broadcom Inc.

Technology
160
+ 7.57%
$264.74 - $369.57 $42.4K - $59.1K
2.28K $750K
VXF
Vanguard Extended Market ETF

ETFs
6
+ 0.06%
$193.58 - $213.07 $1.16K - $1.28K
9.9K $2.07M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
58
+ 2.3%
$567.77 - $614.76 $32.9K - $35.7K
2.58K $1.58M
IYW
Ishares Dj Us Tech ETF

ETFs
714
New
$171.38 - $197.01 $122K - $141K
714 $139K
IEMG
Ishares Inc

ETFs
2.56K
+ 0.33%
N/A
773K $41.5M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
2.88K
+ 2.37%
$19.44 - $20.43 $56K - $58.9K
125K $2.54M
GVI
Ishares Tr

ETFs
1.12K
+ 1518.92%
$105.8 - $107.81 $119K - $121K
1.2K $128K
IBM
International Business Machines Corp

Technology
965
+ 8.03%
$234.77 - $292.47 $227K - $282K
13K $3.66M
QQQ
Invesco Qqq Trust, Series 1

ETFs
175
+ 59.73%
$546.99 - $602.2 $95.7K - $105K
468 $280K
WFC
Wells Fargo & Company

Financial Services
1.21K
+ 1303.23%
$77.05 - $85.16 $93.4K - $103K
1.31K $109K
LLY
Eli Lilly & CO

Healthcare
139
+ 30.48%
$625.65 - $812.69 $87K - $113K
595 $453K
BX
Blackstone Inc.

Financial Services
500
+ 238.1%
$152.77 - $188.68 $76.4K - $94.3K
710 $121K
WMT
Walmart Inc.

Consumer Defensive
325
+ 3.66%
$94.4 - $104.27 $30.7K - $33.9K
9.2K $948K
CRWD
Crowd Strike Holdings, Inc.

Technology
160
+ 432.43%
$412.46 - $514.1 $66K - $82.3K
197 $96K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
63
+ 0.24%
$36.04 - $38.78 $2.27K - $2.44K
26.1K $1.01M
APP
App Lovin Corp

Technology
50
+ 51.55%
$335.1 - $718.54 $16.8K - $35.9K
147 $105K
GPC
Genuine Parts CO

Consumer Cyclical
5
+ 0.13%
$122.23 - $142.77 $611 - $714
3.95K $547K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
544
New
$109.55 - $124.15 $59.6K - $67.5K
544 $63K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.28K
New
$46.51 - $50.07 $59.3K - $63.8K
1.28K $59K
VO
Vanguard Mid Cap ETF

ETFs
4
+ 0.1%
$279.83 - $293.74 $1.12K - $1.17K
4.14K $1.22M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
597
+ 11.85%
$62.09 - $66.51 $37.1K - $39.7K
5.63K $367K
HAS
Hasbro, Inc.

Consumer Cyclical
715
+ 2042.86%
$73.92 - $81.85 $52.9K - $58.5K
750 $56K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.34%
$696.56 - $806.32 $1.39K - $1.61K
583 $464K
META
Meta Platforms, Inc.

Communication Services
79
+ 3.99%
$695.21 - $791.73 $54.9K - $62.5K
2.06K $1.51M
VZ
Verizon Communications Inc

Communication Services
1.12K
+ 70.06%
$40.84 - $45.06 $45.6K - $50.3K
2.71K $119K
VTV
Vanguard Value ETF

ETFs
3
+ 0.06%
$175.51 - $186.57 $527 - $560
5.01K $935K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
5.3K
New
$9.36 - $9.87 $49.6K - $52.3K
5.3K $50K
RTX
Raytheon Technologies Corp

Industrials
64
+ 3.79%
$144.19 - $167.33 $9.23K - $10.7K
1.75K $293K
ISHG
Ishares Intl Treasury Bond ETF

ETFs
594
New
$73.76 - $76.98 $43.8K - $45.7K
594 $45K
INTC
Intel Corp

Technology
111
+ 3.06%
$19.31 - $35.5 $2.14K - $3.94K
3.74K $125K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
799
New
$52.12 - $55.33 $41.6K - $44.2K
799 $44K
XLF
Financial Sector Spdr

ETFs
800
New
$51.37 - $54.25 $41.1K - $43.4K
800 $43K
KO
Coca Cola CO

Consumer Defensive
953
+ 21.03%
$65.67 - $71.67 $62.6K - $68.3K
5.49K $363K
Activity Summary
Buys All Purchases 254 New Holdings 92 Increased Positions 162 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tfc Financial Management Portfolio

Follow Tfc Financial Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tfc Financial Management, based on Form 13F filings with the SEC.

News

Stay updated on Tfc Financial Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email