Tfc Financial Management Incresed Positions in Q2 2025

Tfc Financial Management

  • $722 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
157
+ 18.76%
$285.55 - $321.23 $44.8K - $50.4K
994 $290K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.34%
$416.06 - $551.64 $416 - $552
293 $161K
RTX
Raytheon Technologies Corp

Industrials
20
+ 1.2%
$113.75 - $148.48 $2.28K - $2.97K
1.69K $246K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
12
+ 0.47%
$57.14 - $72.68 $686 - $872
2.55K $185K
KO
Coca Cola CO

Consumer Defensive
388
+ 9.36%
$68.37 - $73.9 $26.5K - $28.7K
4.53K $320K
POWL
Powell Industries Inc

Industrials
110
+ 11000.0%
$159.38 - $211.34 $17.5K - $23.2K
111 $23K
HII
Huntington Ingalls Industries, Inc.

Industrials
92
+ 1314.29%
$183.31 - $241.46 $16.9K - $22.2K
99 $23K
PLTR
Palantir Technologies Inc.

Technology
36
+ 11.43%
$74.01 - $144.25 $2.66K - $5.19K
351 $47K
HD
Home Depot, Inc.

Consumer Cyclical
51
+ 2.65%
$335.24 - $380.78 $17.1K - $19.4K
1.97K $723K
BA
Boeing CO

Industrials
3
+ 0.71%
$136.59 - $217.51 $410 - $653
427 $89K
TOST
Toast, Inc.

Technology
279
+ 186.0%
$30.03 - $45.23 $8.38K - $12.6K
429 $19K
DFIV
Dimensional ETF Tr

ETFs
52
+ 1.77%
$34.67 - $43.21 $1.8K - $2.25K
3K $128K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11
+ 0.65%
$55.54 - $69.09 $611 - $760
1.7K $117K
G
Genpact LTD

Technology
524
+ 30.11%
$40.65 - $50.56 $21.3K - $26.5K
2.26K $99K
NOC
Northrop Grumman Corp

Industrials
22
+ 733.33%
$456.3 - $540.39 $10K - $11.9K
25 $12K
APP
App Lovin Corp

Technology
10
+ 11.49%
$219.37 - $417.89 $2.19K - $4.18K
97 $33K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
92
+ 32.62%
$25.35 - $64.65 $2.33K - $5.95K
374 $18K
ABNB
Airbnb, Inc.

Consumer Cyclical
18
+ 3.26%
$105.69 - $140.64 $1.9K - $2.53K
570 $75K
COF
Capital One Financial Corp

Financial Services
42
+ 102.44%
$150.57 - $212.76 $6.32K - $8.94K
83 $17K
ATI
Allegheny Technologies Inc

Industrials
117
+ 11700.0%
$41.97 - $86.8 $4.91K - $10.2K
118 $10K
PHO
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.17%
$58.13 - $69.92 $174 - $210
1.77K $123K
DFUS
Dimensional ETF Tr U S Equity

ETFs
4
+ 0.31%
$53.65 - $67.02 $215 - $268
1.31K $87K
VT
Vanguard Total World Stk Index

ETFs
3
+ 0.51%
$103.16 - $128.52 $309 - $386
592 $76K
CAT
Caterpillar Inc

Industrials
13
+ 38.24%
$273.94 - $388.21 $3.56K - $5.05K
47 $18K
HWM
Howmet Aerospace Inc.

Industrials
24
+ 57.14%
$112.33 - $186.13 $2.7K - $4.47K
66 $12K
CRM
Salesforce, Inc.

Technology
6
+ 0.43%
$236.26 - $291.15 $1.42K - $1.75K
1.4K $380K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
14
+ 70.0%
$177.93 - $313.14 $2.49K - $4.38K
34 $10K
BK
Bank Of New York Mellon Corp

Financial Services
4
+ 0.58%
$73.31 - $91.62 $293 - $366
694 $63K
MTD
Mettler Toledo International Inc

Healthcare
4
+ 100.0%
$970.15 - $1216.57 $3.88K - $4.87K
8 $9K
SYF
Synchrony Financial

Financial Services
50
+ 28.9%
$43.81 - $66.74 $2.19K - $3.34K
223 $14K
DVY
Ishares Tr

ETFs
80
+ 2.29%
$118.37 - $134.86 $9.47K - $10.8K
3.57K $473K
PPG
Ppg Industries Inc

Basic Materials
1
+ 0.11%
$91.66 - $115.04 $91.7 - $115
946 $107K
CHTR
Charter Communications, Inc.

Communication Services
8
+ 100.0%
$321.68 - $427.25 $2.57K - $3.42K
16 $6K
OCUL
Ocular Therapeutix, Inc

Healthcare
416
+ 138.67%
$6.02 - $9.46 $2.5K - $3.94K
716 $6K
FCX
Freeport Mcmoran Inc

Basic Materials
89
+ 278.13%
$29.15 - $44.46 $2.59K - $3.96K
121 $5K
SOFI
So Fi Technologies, Inc.

Financial Services
100
+ 31.45%
$9.5 - $18.21 $950 - $1.82K
418 $7K
TPL
Texas Pacific Land Corp

Energy
3
+ 150.0%
$1036.28 - $1430.55 $3.11K - $4.29K
5 $5K
VIRT
Virtu Financial, Inc.

Financial Services
58
+ 290.0%
$32.82 - $44.79 $1.9K - $2.6K
78 $3K
MTB
M&T Bank Corp

Financial Services
7
+ 4.17%
$156.58 - $193.99 $1.1K - $1.36K
175 $33K
NUE
Nucor Corp

Basic Materials
23
+ 766.67%
$103.22 - $131.43 $2.37K - $3.02K
26 $3K
DHI
Horton D R Inc

Consumer Cyclical
21
+ 75.0%
$115.1 - $129.63 $2.42K - $2.72K
49 $6K
MOS
Mosaic CO

Basic Materials
98
+ 980.0%
$22.76 - $36.95 $2.23K - $3.62K
108 $3K
UAL
United Airlines Holdings, Inc.

Industrials
28
+ 121.74%
$56.15 - $84.23 $1.57K - $2.36K
51 $4K
PHM
Pultegroup Inc

Consumer Cyclical
22
+ 244.44%
$92.02 - $106.54 $2.02K - $2.34K
31 $3K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
7
+ 0.92%
$30.87 - $39.17 $216 - $274
764 $29K
INTU
Intuit Inc

Technology
1
+ 8.33%
$544.07 - $787.63 $544 - $788
13 $10K
EL
Estee Lauder Companies Inc

Consumer Defensive
21
+ 15.22%
$50.06 - $80.8 $1.05K - $1.7K
159 $12K
URI
United Rentals, Inc.

Industrials
2
+ 25.0%
$551.94 - $753.4 $1.1K - $1.51K
10 $7K
UHS
Universal Health Services Inc

Healthcare
13
+ 433.33%
$157.05 - $197.94 $2.04K - $2.57K
16 $2K
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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