Tfc Financial Management Incresed Positions in Q3 2024

Tfc Financial Management

  • $629 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
716K
+ 673.41%
$81.31 - $83.29 $58.2M - $59.6M
822K $68.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
10.4K
+ 0.75%
$63.46 - $71.43 $662K - $746K
1.39M $98.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
47.3K
+ 86.04%
$76.38 - $78.87 $3.62M - $3.73M
102K $8.06M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
13.8K
+ 2.29%
$51.29 - $56.57 $710K - $783K
618K $35M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.88K
+ 0.35%
$51.0 - $57.07 $95.8K - $107K
541K $30.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
26.9K
+ 120.5%
$71.45 - $75.64 $1.92M - $2.04M
49.3K $3.7M
AAPL
Apple Inc.

Technology
120
+ 0.23%
$207.23 - $234.82 $24.9K - $28.2K
53K $12.4M
ACN
Accenture PLC

Technology
28
+ 0.24%
$295.44 - $355.81 $8.27K - $9.96K
11.9K $4.2M
TSLA
Tesla, Inc.

Consumer Cyclical
85
+ 0.97%
$191.76 - $263.26 $16.3K - $22.4K
8.81K $2.3M
IEMG
Ishares Inc

ETFs
9.16K
+ 2.21%
$53.64 - $53.64 $491K - $491K
424K $22.7M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
9.3K
+ 7.18%
$17.16 - $19.0 $160K - $177K
139K $2.62M
NVDA
Nvidia Corp

Technology
2.62K
+ 11.74%
$98.91 - $134.91 $259K - $353K
24.9K $3.03M
IWB
Ishares Tr Russell 1000 ETF

ETFs
357
+ 4.72%
$283.28 - $314.39 $101K - $112K
7.92K $2.49M
XOM
Exxon Mobil Corp

Energy
1.27K
+ 3.15%
$109.72 - $119.0 $139K - $151K
41.5K $4.86M
WMT
Walmart Inc.

Consumer Defensive
1.3K
+ 14.44%
$66.91 - $81.4 $86.8K - $106K
10.3K $830K
META
Meta Platforms, Inc.

Communication Services
248
+ 24.29%
$453.41 - $572.44 $112K - $142K
1.27K $726K
SPG
Simon Property Group Inc

Real Estate
1.05K
+ 9518.18%
$146.09 - $170.11 $153K - $178K
1.06K $178K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
185
+ 1.24%
$105.53 - $118.34 $19.5K - $21.9K
15.1K $1.77M
AVGO
Broadcom Inc.

Technology
2.12K
+ 1593.98%
$136.27 - $1745.86 $289K - $3.7M
2.25K $388K
MA
Mastercard Inc

Financial Services
34
+ 1.15%
$429.6 - $500.99 $14.6K - $17K
2.99K $1.48M
HD
Home Depot, Inc.

Consumer Cyclical
33
+ 1.42%
$333.64 - $405.2 $11K - $13.4K
2.36K $957K
NEE
Nextera Energy Inc

Utilities
1.27K
+ 44.68%
$69.9 - $84.97 $89K - $108K
4.12K $348K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.83K
+ 12.32%
$31.05 - $34.29 $88K - $97.1K
25.8K $885K
VXF
Vanguard Extended Market ETF

ETFs
8
+ 0.08%
$163.98 - $182.92 $1.31K - $1.46K
10.4K $1.89M
AXP
American Express CO

Financial Services
423
+ 70.03%
$225.92 - $271.17 $95.6K - $115K
1.03K $278K
V
Visa Inc.

Financial Services
402
+ 33.11%
$253.74 - $291.56 $102K - $117K
1.62K $444K
LOW
Lowes Companies Inc

Consumer Cyclical
259
+ 23.98%
$213.3 - $270.78 $55.2K - $70.1K
1.34K $362K
AMZN
Amazon Com Inc

Consumer Cyclical
1.07K
+ 8.89%
$161.02 - $200.0 $172K - $213K
13.1K $2.43M
MSFT
Microsoft Corp

Technology
820
+ 5.75%
$395.15 - $467.56 $324K - $383K
15.1K $6.49M
MDLZ
Mondelez International, Inc.

Consumer Defensive
597
+ 7.22%
$64.35 - $75.71 $38.4K - $45.2K
8.86K $652K
DHR
Danaher Corp

Healthcare
267
+ 21.24%
$239.25 - $280.76 $63.9K - $75K
1.52K $423K
CRM
Salesforce, Inc.

Technology
335
+ 38.15%
$238.42 - $276.53 $79.9K - $92.6K
1.21K $332K
PG
Procter & Gamble CO

Consumer Defensive
153
+ 1.6%
$160.76 - $177.82 $24.6K - $27.2K
9.69K $1.68M
MCD
Mcdonalds Corp

Consumer Cyclical
180
+ 19.82%
$245.82 - $304.51 $44.2K - $54.8K
1.09K $331K
ETN
Eaton Corp PLC

Industrials
259
+ 56.43%
$272.52 - $333.02 $70.6K - $86.3K
718 $237K
NOW
Service Now, Inc.

Technology
93
+ 100.0%
$730.87 - $937.36 $68K - $87.2K
186 $166K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.07%
$517.38 - $573.86 $1.03K - $1.15K
3.03K $1.74M
BNL
Broadstone Net Lease, Inc.

Real Estate
431
+ 1.71%
$15.64 - $18.95 $6.74K - $8.17K
25.7K $486K
LLY
Eli Lilly & CO

Healthcare
101
+ 40.56%
$772.14 - $960.02 $78K - $97K
350 $310K
LHX
L3 Harris Technologies, Inc.

Industrials
1
+ 0.02%
$221.96 - $243.27 $222 - $243
6.11K $1.45M
PM
Philip Morris International Inc.

Consumer Defensive
122
+ 3.78%
$101.25 - $127.45 $12.4K - $15.5K
3.35K $406K
CARR
Carrier Global Corp

Industrials
164
+ 4.39%
$61.9 - $80.88 $10.2K - $13.3K
3.9K $314K
PANW
Palo Alto Networks Inc

Technology
229
+ 572.5%
$294.18 - $368.01 $67.4K - $84.3K
269 $91K
UNH
Unitedhealth Group Inc

Healthcare
51
+ 8.12%
$488.01 - $604.18 $24.9K - $30.8K
679 $396K
VTV
Vanguard Value ETF

ETFs
8
+ 0.15%
$159.75 - $174.57 $1.28K - $1.4K
5.4K $942K
PLTR
Palantir Technologies Inc.

Technology
2.02K
+ 8433.33%
$24.09 - $37.95 $48.8K - $76.8K
2.05K $76K
ZTS
Zoetis Inc.

Healthcare
161
+ 8.95%
$172.58 - $196.48 $27.8K - $31.6K
1.96K $382K
JPM
Jpmorgan Chase & CO

Financial Services
136
+ 3.07%
$194.9 - $224.8 $26.5K - $30.6K
4.57K $963K
IWP
Ishares Russell Mid Cap Growth

ETFs
562
+ 278.22%
$103.87 - $117.59 $58.4K - $66.1K
764 $89K
Activity Summary
Buys All Purchases 381 New Holdings 151 Increased Positions 230 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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