Tfc Financial Management Incresed Positions in Q4 2024

Tfc Financial Management

  • $631 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.23K
+ 0.77%
$570.51 - $610.59 $1.27M - $1.36M
294K $173M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
39.5K
+ 4.8%
$81.68 - $82.93 $3.22M - $3.27M
861K $70.6M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
16.5K
+ 2.67%
$55.86 - $60.21 $920K - $992K
634K $36.3M
AAPL
Apple Inc.

Technology
1.71K
+ 3.22%
$221.69 - $259.02 $378K - $442K
54.7K $13.7M
TSLA
Tesla, Inc.

Consumer Cyclical
123
+ 1.4%
$213.65 - $479.86 $26.3K - $59K
8.93K $3.61M
IEMG
Ishares Inc

ETFs
15.1K
+ 3.57%
N/A
439K $23.5M
JPM
Jpmorgan Chase & CO

Financial Services
2.13K
+ 46.67%
$205.18 - $250.29 $438K - $534K
6.7K $1.61M
AMZN
Amazon Com Inc

Consumer Cyclical
261
+ 2.0%
$180.88 - $232.93 $47.2K - $60.8K
13.3K $2.92M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
22.3K
+ 18.86%
$29.02 - $32.11 $646K - $714K
140K $4.07M
GOOGL
Alphabet Inc.

Communication Services
41
+ 0.52%
$161.86 - $196.66 $6.64K - $8.06K
7.89K $1.49M
CSCO
Cisco Systems, Inc.

Technology
1.4K
+ 42.82%
$52.45 - $60.02 $73.5K - $84.1K
4.68K $276K
LLY
Eli Lilly & CO

Healthcare
182
+ 52.0%
$727.2 - $932.06 $132K - $170K
532 $410K
CRM
Salesforce, Inc.

Technology
50
+ 4.12%
$270.87 - $367.87 $13.5K - $18.4K
1.26K $422K
RTX
Raytheon Technologies Corp

Industrials
726
+ 59.61%
$114.45 - $127.21 $83.1K - $92.4K
1.94K $224K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.04%
$370.24 - $418.94 $370 - $419
2.58K $1.04M
PSX
Phillips 66

Energy
572
+ 266.05%
$110.35 - $138.93 $63.1K - $79.5K
787 $89K
DIS
Walt Disney CO

Communication Services
6
+ 0.18%
$92.39 - $117.6 $554 - $706
3.43K $381K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
6.59K
+ 4.75%
$18.36 - $19.53 $121K - $129K
145K $2.67M
CVLT
Commvault Systems Inc

Technology
300
+ 294.12%
$132.26 - $177.6 $39.7K - $53.3K
402 $60K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.35%
$486.1 - $608.57 $972 - $1.22K
566 $324K
SMR
Nuscale Power Corp

Industrials
96
+ 1.5%
$11.69 - $30.21 $1.12K - $2.9K
6.5K $116K
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.13%
$567.81 - $607.81 $2.27K - $2.43K
3.03K $1.78M
T
At&T Inc.

Communication Services
1.5K
+ 44.84%
$21.22 - $23.88 $31.8K - $35.8K
4.84K $110K
VBK
Vanguard Small Cap Growth ETF

ETFs
91
+ 20.73%
$264.18 - $304.19 $24K - $27.7K
530 $148K
META
Meta Platforms, Inc.

Communication Services
13
+ 1.02%
$554.08 - $632.68 $7.2K - $8.22K
1.28K $756K
BP
Bp PLC

Energy
1K
+ 1754.39%
$28.16 - $33.14 $28.2K - $33.1K
1.06K $31K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.11%
$873.59 - $994.69 $874 - $995
908 $831K
VV
Vanguard Large Cap ETF

ETFs
16
+ 0.46%
$260.27 - $280.65 $4.16K - $4.49K
3.5K $944K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.18%
$521.84 - $558.82 $2.09K - $2.24K
2.25K $1.21M
ORCL
Oracle Corp

Technology
120
+ 129.03%
$165.41 - $192.43 $19.8K - $23.1K
213 $35K
APP
App Lovin Corp

Technology
18
+ 26.47%
$130.67 - $401.5 $2.35K - $7.23K
86 $27K
BSX
Boston Scientific Corp

Healthcare
210
+ 308.82%
$83.62 - $91.5 $17.6K - $19.2K
278 $24K
MU
Micron Technology Inc

Technology
220
+ 733.33%
$84.16 - $113.41 $18.5K - $25K
250 $21K
CME
Cme Group Inc.

Financial Services
46
+ 8.42%
$221.17 - $246.02 $10.2K - $11.3K
592 $137K
CRDO
Credo Technology Group Holding LTD

Technology
127
+ 73.84%
$30.16 - $77.25 $3.83K - $9.81K
299 $20K
AMP
Ameriprise Financial Inc

Financial Services
28
+ 254.55%
$473.15 - $574.01 $13.2K - $16.1K
39 $20K
BMY
Bristol Myers Squibb CO

Healthcare
25
+ 0.94%
$51.92 - $59.94 $1.3K - $1.5K
2.68K $151K
GLW
Corning Inc

Technology
119
+ 3.76%
$44.11 - $49.76 $5.25K - $5.92K
3.28K $155K
ETN
Eaton Corp PLC

Industrials
34
+ 4.74%
$326.96 - $377.52 $11.1K - $12.8K
752 $249K
AIG
American International Group, Inc.

Financial Services
160
+ 727.27%
$70.0 - $79.22 $11.2K - $12.7K
182 $13K
QFIN
360 Digi Tech, Inc.

Financial Services
132
+ 18.99%
$29.37 - $39.79 $3.88K - $5.25K
827 $31K
ALL
Allstate Corp

Financial Services
55
+ 137.5%
$181.25 - $208.2 $9.97K - $11.5K
95 $18K
SYF
Synchrony Financial

Financial Services
170
+ 5666.67%
$49.01 - $68.55 $8.33K - $11.7K
173 $11K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
64
+ 0.25%
$33.92 - $36.6 $2.17K - $2.34K
25.9K $895K
EQT
Eqt Corp

Energy
12
+ 1.39%
$35.62 - $46.89 $427 - $563
878 $40K
STRL
Sterling Construction CO Inc

Industrials
44
+ 48.35%
$142.94 - $199.03 $6.29K - $8.76K
135 $22K
SE
Sea LTD

Consumer Cyclical
44
+ 17.05%
$93.56 - $117.41 $4.12K - $5.17K
302 $32K
XLK
Technology Sector Spdr

ETFs
1
+ 0.08%
$220.26 - $241.44 $220 - $241
1.2K $279K
DE
Deere & CO

Industrials
15
+ 6.85%
$389.45 - $466.0 $5.84K - $6.99K
234 $99K
Activity Summary
Buys All Purchases 194 New Holdings 45 Increased Positions 149 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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