Tfc Financial Management Incresed Positions in Q4 2024

Tfc Financial Management

  • $631 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ENB
Enbridge Inc

Energy
140
+ 32.71%
$40.4 - $43.92 $5.66K - $6.15K
568 $24K
ARES
Ares Management Corp

Financial Services
40
+ 4000.0%
$153.38 - $183.7 $6.14K - $7.35K
41 $7K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.34%
$481.22 - $538.17 $481 - $538
292 $149K
CHK
Chesapeake Energy Corp

Energy
82
+ 8200.0%
$81.46 - $87.57 $6.68K - $7.18K
83 $7K
TT
Trane Technologies PLC

Industrials
32
+ 13.06%
$369.35 - $419.14 $11.8K - $13.4K
277 $102K
MLM
Martin Marietta Materials Inc

Basic Materials
12
+ 400.0%
$516.5 - $619.58 $6.2K - $7.43K
15 $7K
PEG
Public Service Enterprise Group Inc

Utilities
70
+ 368.42%
$81.87 - $94.51 $5.73K - $6.62K
89 $7K
DUOL
Duolingo, Inc.

Technology
8
+ 9.76%
$278.75 - $373.03 $2.23K - $2.98K
90 $29K
CRWD
Crowd Strike Holdings, Inc.

Technology
5
+ 8.77%
$275.15 - $388.2 $1.38K - $1.94K
62 $21K
VO
Vanguard Mid Cap ETF

ETFs
12
+ 0.29%
$261.5 - $284.63 $3.14K - $3.42K
4.13K $1.09M
ABNB
Airbnb, Inc.

Consumer Cyclical
41
+ 1025.0%
$125.36 - $147.37 $5.14K - $6.04K
45 $5K
CHTR
Charter Communications, Inc.

Communication Services
11
+ 137.5%
$315.38 - $408.02 $3.47K - $4.49K
19 $6K
TGLS
Tecnoglass Inc.

Basic Materials
34
+ 17.71%
$68.5 - $85.52 $2.33K - $2.91K
226 $17K
DVN
Devon Energy Corp

Energy
126
+ 136.96%
$30.52 - $42.96 $3.85K - $5.41K
218 $7K
HES
Hess Corp

Energy
25
+ 192.31%
$127.66 - $148.65 $3.19K - $3.72K
38 $5K
EXC
Exelon Corp

Utilities
130
+ 464.29%
$36.22 - $40.97 $4.71K - $5.33K
158 $5K
RELX
Relx PLC

Communication Services
170
+ 8.26%
$44.45 - $48.63 $7.56K - $8.27K
2.23K $101K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
13
+ 68.42%
$173.13 - $258.09 $2.25K - $3.36K
32 $7K
CCL
Carnival Corp

Consumer Cyclical
125
+ 2500.0%
$17.34 - $26.8 $2.17K - $3.35K
130 $3K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
99
+ 44.0%
$24.92 - $32.79 $2.47K - $3.25K
324 $8K
UAL
United Airlines Holdings, Inc.

Industrials
28
+ 121.74%
$55.62 - $102.44 $1.56K - $2.87K
51 $4K
ELV
Elevance Health, Inc.

Healthcare
11
+ 220.0%
$365.96 - $514.62 $4.03K - $5.66K
16 $5K
OXY
Occidental Petroleum Corp

Energy
44
+ 1466.67%
$45.36 - $55.91 $2K - $2.46K
47 $2K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4
+ 100.0%
$260.53 - $404.79 $1.04K - $1.62K
8 $3K
KNSL
Kinsale Capital Group, Inc.

Financial Services
5
+ 18.52%
$424.05 - $524.22 $2.12K - $2.62K
32 $14K
SCHW
Schwab Charles Corp

Financial Services
15
+ 22.39%
$63.31 - $82.85 $950 - $1.24K
82 $6K
VT
Vanguard Total World Stk Index

ETFs
33
+ 5.96%
$117.09 - $123.07 $3.86K - $4.06K
587 $68K
DFUS
Dimensional ETF Tr U S Equity

ETFs
4
+ 0.31%
$61.52 - $66.5 $246 - $266
1.3K $82K
AXON
Axon Enterprise, Inc.

Industrials
3
+ 150.0%
$399.22 - $689.78 $1.2K - $2.07K
5 $2K
TPL
Texas Pacific Land Corp

Energy
1
+ 100.0%
$915.49 - $1730.0 $915 - $1.73K
2 $2K
CFG
Citizens Financial Group Inc

Financial Services
19
+ 48.72%
$39.92 - $48.46 $758 - $921
58 $2K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.66K
+ 200.61%
$22.4 - $68.28 $37.1K - $113K
2.48K $57K
MNST
Monster Beverage Corp

Consumer Defensive
9
+ 16.07%
$49.24 - $56.38 $443 - $507
65 $3K
TRGP
Targa Resources Corp.

Energy
10
+ 1000.0%
$150.58 - $207.69 $1.51K - $2.08K
11 $1K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
16
+ 21.62%
$19.44 - $28.35 $311 - $454
90 $2K
HALO
Halozyme Therapeutics, Inc.

Healthcare
43
+ 45.74%
$42.57 - $61.09 $1.83K - $2.63K
137 $6K
MCHP
Microchip Technology Inc

Technology
30
+ 93.75%
$55.51 - $79.05 $1.67K - $2.37K
62 $3K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
231
+ 1.53%
$113.92 - $127.38 $26.3K - $29.4K
15.3K $1.77M
ALB
Albemarle Corp

Basic Materials
7
+ 100.0%
$86.08 - $111.3 $603 - $779
14 $1K
ETR
Entergy Corp

Utilities
14
+ 100.0%
$73.19 - $156.4 $1.02K - $2.19K
28 $2K
KEY
Keycorp

Financial Services
51
+ 60.0%
$16.21 - $19.97 $827 - $1.02K
136 $2K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.08%
$121.89 - $135.52 $122 - $136
1.2K $149K
VST
Vistra Corp.

Utilities
9
+ 225.0%
$115.74 - $166.61 $1.04K - $1.5K
13 $1K
DNP
Dnp Select Income Fund Inc

Financial Services
3
+ 1.07%
$8.82 - $9.96 $26.5 - $29.9
283 $2K
EW
Edwards Lifesciences Corp

Healthcare
7
+ 38.89%
$64.54 - $75.92 $452 - $531
25 $1K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.26K
+ 99.92%
$25.33 - $51.16 $31.8K - $64.2K
2.51K $64K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
8
+ 1.65%
$15.43 - $16.42 $123 - $131
493 $7K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
544
+ 200.0%
$22.01 - $66.82 $12K - $36.4K
816 $18K
STLD
Steel Dynamics Inc

Basic Materials
1
+ 50.0%
N/A
3 $0
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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