Tfc Financial Management Incresed Positions in Q2 2025

Tfc Financial Management

  • $722 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
41K
+ 13.95%
$498.8 - $620.9 $20.4M - $25.4M
335K $208M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
49.9K
+ 7.63%
$50.39 - $60.05 $2.52M - $3M
704K $42.3M
VV
Vanguard Large Cap ETF

ETFs
15.7K
+ 55.79%
$228.25 - $285.3 $3.59M - $4.48M
43.9K $12.5M
MSFT
Microsoft Corp

Technology
239
+ 1.58%
$354.56 - $497.45 $84.7K - $119K
15.3K $7.63M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
6.71K
+ 2.38%
$25.97 - $33.21 $174K - $223K
289K $9.59M
META
Meta Platforms, Inc.

Communication Services
684
+ 52.86%
$484.66 - $738.09 $332K - $505K
1.98K $1.46M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6.63K
+ 98.66%
$72.96 - $90.39 $484K - $599K
13.3K $1.19M
IEMG
Ishares Inc

ETFs
9.11K
+ 1.2%
N/A
771K $41.3M
GE
General Electric CO

Industrials
1
+ 0.01%
$166.81 - $257.39 $167 - $257
7.41K $1.91M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.4K
+ 13.3%
$152.42 - $182.82 $213K - $256K
11.9K $2.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
267
+ 11.85%
$456.74 - $568.03 $122K - $152K
2.52K $1.43M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.87K
+ 0.21%
$82.21 - $83.12 $154K - $155K
883K $73.1M
DDOG
Datadog, Inc.

Technology
2
+ 0.03%
$87.0 - $134.33 $174 - $269
7.55K $1.01M
TTD
Trade Desk, Inc.

Technology
11
+ 0.07%
$45.27 - $79.4 $498 - $873
15K $1.08M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
388
+ 0.32%
$16.16 - $19.79 $6.27K - $7.68K
122K $2.41M
VXF
Vanguard Extended Market ETF

ETFs
7
+ 0.07%
$150.43 - $192.71 $1.05K - $1.35K
9.9K $1.91M
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.02%
$144.7 - $178.6 $289 - $357
8.92K $1.57M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.13K
+ 94.3%
$140.84 - $163.09 $158K - $183K
2.32K $378K
VTI
Vanguard Total Stock Market Et

ETFs
257
+ 10.08%
$243.75 - $303.93 $62.6K - $78.1K
2.81K $852K
SYK
Stryker Corp

Healthcare
261
+ 47.45%
$337.37 - $395.63 $88.1K - $103K
811 $320K
GOOG
Alphabet Inc.

Communication Services
145
+ 3.38%
$146.58 - $180.01 $21.3K - $26.1K
4.44K $786K
SMR
Nuscale Power Corp

Industrials
522
+ 14.02%
$12.6 - $43.24 $6.58K - $22.6K
4.25K $167K
VEA
Vanguard Ftse Developed Market

ETFs
1.6K
+ 70.99%
$45.65 - $57.01 $73.2K - $91.4K
3.86K $220K
GS
Goldman Sachs Group Inc

Financial Services
12
+ 2.11%
$462.22 - $707.75 $5.55K - $8.49K
581 $411K
WMT
Walmart Inc.

Consumer Defensive
29
+ 0.33%
$81.79 - $99.98 $2.37K - $2.9K
8.88K $867K
PM
Philip Morris International Inc.

Consumer Defensive
17
+ 0.5%
$149.23 - $184.95 $2.54K - $3.14K
3.4K $618K
SPOT
Spotify Technology S.A.

Communication Services
105
+ 10500.0%
$503.3 - $775.9 $52.8K - $81.5K
106 $81K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
69
+ 0.27%
$29.12 - $35.84 $2.01K - $2.47K
26K $932K
GLD
Spdr Gold Trust

ETFs
240
+ 160.0%
$273.71 - $316.29 $65.7K - $75.9K
390 $118K
UL
Unilever PLC

Consumer Defensive
1.09K
+ 929.06%
$57.9 - $65.43 $62.9K - $71.1K
1.2K $73K
PEP
Pepsico Inc

Consumer Defensive
648
+ 59.34%
$128.02 - $151.37 $83K - $98.1K
1.74K $229K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
276
+ 0.26%
$77.74 - $78.78 $21.5K - $21.7K
105K $8.23M
CTVA
Corteva, Inc.

Basic Materials
7
+ 0.13%
$55.52 - $74.53 $389 - $522
5.47K $407K
NOW
Service Now, Inc.

Technology
3
+ 1.19%
$721.65 - $1040.18 $2.16K - $3.12K
256 $263K
XLK
Technology Sector Spdr

ETFs
1
+ 0.08%
$179.73 - $253.23 $180 - $253
1.21K $305K
UBER
Uber Technologies, Inc

Technology
529
+ 276.96%
$64.62 - $93.3 $34.2K - $49.4K
720 $67K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
315
+ 18.28%
$114.78 - $133.31 $36.2K - $42K
2.04K $271K
SSB
South State Corp

Financial Services
498
+ 49800.0%
$80.59 - $94.67 $40.1K - $47.1K
499 $45K
MMM
3 M CO

Industrials
28
+ 0.38%
$126.09 - $154.15 $3.53K - $4.32K
7.44K $1.13M
ABT
Abbott Laboratories

Healthcare
139
+ 1.87%
$123.95 - $138.08 $17.2K - $19.2K
7.58K $1.03M
ADI
Analog Devices Inc

Technology
2
+ 0.18%
$164.6 - $238.02 $329 - $476
1.1K $261K
NET
Cloudflare, Inc.

Technology
3
+ 0.66%
$97.08 - $195.83 $291 - $587
461 $90K
MS
Morgan Stanley

Financial Services
8
+ 0.52%
$99.83 - $140.86 $799 - $1.13K
1.56K $219K
VBK
Vanguard Small Cap Growth ETF

ETFs
85
+ 15.34%
$219.76 - $276.94 $18.7K - $23.5K
639 $176K
CSCO
Cisco Systems, Inc.

Technology
36
+ 0.9%
$53.19 - $69.38 $1.91K - $2.5K
4.02K $279K
UNP
Union Pacific Corp

Industrials
149
+ 38.01%
$208.27 - $238.46 $31K - $35.5K
541 $124K
NFLX
Netflix Inc

Communication Services
4
+ 6.35%
$855.86 - $1339.13 $3.42K - $5.36K
67 $89K
STT
State Street Corp

Financial Services
29
+ 1.85%
$75.33 - $106.34 $2.18K - $3.08K
1.6K $170K
VIG
Vanguard Dividend Appreciation

ETFs
158
+ 526.67%
N/A
188 $34K
Activity Summary
Buys All Purchases 366 New Holdings 148 Increased Positions 218 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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