Tfc Financial Management Incresed Positions in Q1 2025

Tfc Financial Management

  • $650 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
323K
+ 73.64%
N/A
762K $40.9M
VV
Vanguard Large Cap ETF

ETFs
24.7K
+ 704.4%
$253.32 - $282.66 $6.25M - $6.97M
28.2K $7.24M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
142K
+ 101.23%
$28.11 - $30.42 $3.99M - $4.32M
282K $8.25M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
19.4K
+ 2.25%
$81.83 - $82.73 $1.58M - $1.6M
881K $72.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
963
+ 7.48%
$442.66 - $534.52 $426K - $515K
13.8K $7.37M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
19.7K
+ 3.11%
$55.41 - $60.74 $1.09M - $1.2M
654K $36.9M
VTI
Vanguard Total Stock Market Et

ETFs
1.75K
+ 220.23%
$271.18 - $303.12 $475K - $531K
2.55K $700K
DVY
Ishares Tr

ETFs
3.35K
+ 2463.97%
$128.58 - $138.1 $431K - $463K
3.49K $468K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.64K
+ 7.3%
$71.17 - $73.66 $259K - $268K
53.6K $3.93M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.37K
+ 2.32%
$76.94 - $78.28 $182K - $185K
104K $8.16M
MS
Morgan Stanley

Financial Services
1.21K
+ 351.45%
$111.68 - $141.08 $135K - $171K
1.55K $181K
PM
Philip Morris International Inc.

Consumer Defensive
17
+ 0.51%
$117.15 - $158.79 $1.99K - $2.7K
3.38K $536K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.17K
+ 4322.22%
$101.42 - $113.2 $118K - $132K
1.19K $131K
IEFA
Ishares Tr

ETFs
350
+ 2.09%
$69.57 - $78.65 $24.3K - $27.5K
17.1K $1.29M
WM
Waste Management Inc

Industrials
165
+ 12.91%
$200.54 - $233.78 $33.1K - $38.6K
1.44K $334K
V
Visa Inc.

Financial Services
60
+ 4.13%
$306.92 - $362.71 $18.4K - $21.8K
1.51K $530K
CVX
Chevron Corp

Energy
25
+ 1.01%
$146.71 - $167.97 $3.67K - $4.2K
2.5K $418K
ABNB
Airbnb, Inc.

Consumer Cyclical
507
+ 1126.67%
$119.38 - $161.42 $60.5K - $81.8K
552 $65K
BK
Bank Of New York Mellon Corp

Financial Services
654
+ 1816.67%
$75.42 - $88.95 $49.3K - $58.2K
690 $57K
GPN
Global Payments Inc

Industrials
479
+ 9580.0%
$92.18 - $113.03 $44.2K - $54.1K
484 $47K
DVYE
Ishares Emerging Markets Divid

ETFs
1.51K
+ 179.38%
$25.08 - $27.99 $37.7K - $42.1K
2.34K $63K
AMAT
Applied Materials Inc

Technology
300
+ 110.7%
$145.06 - $195.51 $43.5K - $58.7K
571 $82K
BNL
Broadstone Net Lease, Inc.

Real Estate
427
+ 1.84%
$15.2 - $17.25 $6.49K - $7.37K
23.7K $403K
VEA
Vanguard Ftse Developed Market

ETFs
559
+ 32.9%
$47.4 - $52.99 $26.5K - $29.6K
2.26K $114K
GRMN
Garmin LTD

Technology
147
+ 1633.33%
$204.55 - $241.93 $30.1K - $35.6K
156 $33K
TJX
Tjx Companies Inc

Consumer Cyclical
201
+ 3.4%
$112.81 - $126.16 $22.7K - $25.4K
6.11K $744K
XYL
Xylem Inc.

Industrials
179
+ 16.56%
$114.02 - $132.04 $20.4K - $23.6K
1.26K $150K
ED
Consolidated Edison Inc

Utilities
5
+ 0.47%
$88.0 - $110.59 $440 - $553
1.07K $118K
PGR
Progressive Corp

Financial Services
54
+ 30.86%
$235.61 - $291.22 $12.7K - $15.7K
229 $64K
ICE
Intercontinental Exchange, Inc.

Financial Services
85
+ 51.52%
$142.8 - $176.36 $12.1K - $15K
250 $43K
VTV
Vanguard Value ETF

ETFs
4
+ 0.07%
$167.73 - $179.21 $671 - $717
5.41K $934K
ECL
Ecolab Inc.

Basic Materials
50
+ 20.16%
$229.72 - $269.82 $11.5K - $13.5K
298 $75K
PLD
Prologis, Inc.

Real Estate
82
+ 8.51%
$103.59 - $124.04 $8.49K - $10.2K
1.05K $116K
NU
Nu Holdings Ltd.

Financial Services
1.33K
+ 74.06%
$10.12 - $13.95 $13.4K - $18.5K
3.11K $31K
NOW
Service Now, Inc.

Technology
75
+ 42.13%
$783.83 - $1170.39 $58.8K - $87.8K
253 $201K
BMY
Bristol Myers Squibb CO

Healthcare
7
+ 0.26%
$53.9 - $63.11 $377 - $442
2.69K $163K
VRSK
Verisk Analytics, Inc.

Industrials
12
+ 3.23%
$268.63 - $301.33 $3.22K - $3.62K
383 $113K
DE
Deere & CO

Industrials
2
+ 0.85%
$408.57 - $509.27 $817 - $1.02K
236 $110K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
76
+ 760.0%
$80.53 - $147.57 $6.12K - $11.2K
86 $11K
DASH
Door Dash, Inc.

Communication Services
58
+ 128.89%
$168.37 - $213.38 $9.77K - $12.4K
103 $18K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
411
+ 58.71%
$21.49 - $22.24 $8.83K - $9.14K
1.11K $24K
KNSL
Kinsale Capital Group, Inc.

Financial Services
12
+ 37.5%
$416.48 - $494.72 $5K - $5.94K
44 $21K
EQT
Eqt Corp

Energy
5
+ 0.57%
$46.16 - $54.25 $231 - $271
883 $47K
HALO
Halozyme Therapeutics, Inc.

Healthcare
41
+ 29.93%
$47.74 - $65.16 $1.96K - $2.67K
178 $11K
OTIS
Otis Worldwide Corp

Industrials
2
+ 0.5%
$90.77 - $104.01 $182 - $208
399 $41K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5
+ 0.3%
$58.01 - $64.46 $290 - $322
1.69K $104K
PLTR
Palantir Technologies Inc.

Technology
37
+ 13.31%
$64.98 - $124.62 $2.4K - $4.61K
315 $26K
UBER
Uber Technologies, Inc

Technology
30
+ 18.63%
$63.17 - $81.49 $1.9K - $2.44K
191 $13K
PANW
Palo Alto Networks Inc

Technology
55
+ 11.29%
$167.82 - $208.28 $9.23K - $11.5K
542 $92K
Activity Summary
Buys All Purchases 235 New Holdings 90 Increased Positions 145 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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