Tfc Financial Management New Holdings in Q3 2025

Tfc Financial Management

  • $767 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
714
New
$171.38 - $197.01 $122K - $141K
714 $139K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
544
New
$109.55 - $124.15 $59.6K - $67.5K
544 $63K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.28K
New
$46.51 - $50.07 $59.3K - $63.8K
1.28K $59K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
5.3K
New
$9.36 - $9.87 $49.6K - $52.3K
5.3K $50K
ISHG
Ishares Intl Treasury Bond ETF

ETFs
594
New
$73.76 - $76.98 $43.8K - $45.7K
594 $45K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
799
New
$52.12 - $55.33 $41.6K - $44.2K
799 $44K
XLF
Financial Sector Spdr

ETFs
800
New
$51.37 - $54.25 $41.1K - $43.4K
800 $43K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.1K
New
$30.67 - $32.13 $33.7K - $35.3K
1.1K $34K
CHY
Calamos Convertible & High Income Fund

Financial Services
3K
New
$10.75 - $11.45 $32.3K - $34.4K
3K $33K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
590
New
$50.85 - $51.35 $30K - $30.3K
590 $30K
SPYG
Spdr Portfolio

ETFs
230
New
$94.33 - $105.31 $21.7K - $24.2K
230 $24K
VONG
Vanguard Russell 1000 Growth E

ETFs
200
New
$108.08 - $121.73 $21.6K - $24.3K
200 $24K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
50
New
$435.72 - $463.74 $21.8K - $23.2K
50 $23K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
260
New
$75.26 - $80.19 $19.6K - $20.8K
260 $20K
IWY
Ishares Tr Russell 200 Growth

ETFs
75
New
$243.93 - $275.62 $18.3K - $20.7K
75 $20K
PKB
Invesco Exchange Traded Fd Tr

ETFs
200
New
$81.29 - $95.6 $16.3K - $19.1K
200 $19K
DVAX
Dynavax Technologies Corp

Healthcare
2K
New
$9.36 - $11.36 $18.7K - $22.7K
2K $19K
URA
Global X Uranium ETF

ETFs
400
New
$36.45 - $50.4 $14.6K - $20.2K
400 $19K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
250
New
$60.01 - $65.01 $15K - $16.3K
250 $16K
VNQI
Vanguard Global Ex U.S. Real

ETFs
316
New
$45.22 - $48.34 $14.3K - $15.3K
316 $15K
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
319
New
$45.55 - $46.55 $14.5K - $14.8K
319 $14K
SCHG
Schwab Strategic Tr Us Large C

ETFs
400
New
$28.92 - $32.19 $11.6K - $12.9K
400 $12K
IXC
Ishares Tr Global Energy ETF

ETFs
300
New
$39.45 - $42.95 $11.8K - $12.9K
300 $12K
HLN
Haleon PLC

Healthcare
700
New
$8.72 - $10.35 $6.1K - $7.25K
700 $6K
BNDX
Vanguard Total International B

ETFs
141
New
$49.0 - $49.51 $6.91K - $6.98K
141 $6K
ITB
Ishares Tr

ETFs
63
New
$94.18 - $117.14 $5.93K - $7.38K
63 $6K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
104
New
$49.34 - $53.96 $5.13K - $5.61K
104 $5K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
181
New
$26.38 - $27.95 $4.77K - $5.06K
181 $4K
PLTM
Granite Shares Platinum Trust

ETFs
300
New
$12.47 - $15.43 $3.74K - $4.63K
300 $4K
ABOS
Acumen Pharmaceuticals, Inc.

Healthcare
2.5K
New
$1.13 - $1.78 $2.82K - $4.45K
2.5K $4K
SGMO
Sangamo Therapeutics, Inc

Healthcare
4.62K
New
$0.44 - $0.7 $2.03K - $3.23K
4.62K $3K
MRNA
Moderna, Inc.

Healthcare
125
New
$23.51 - $34.67 $2.94K - $4.33K
125 $3K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
138
New
$22.64 - $23.22 $3.12K - $3.2K
138 $3K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
2.5K
New
$0.58 - $1.66 $1.45K - $4.15K
2.5K $3K
SKYH
Sky Harbour Group Corp

Industrials
250
New
$9.44 - $10.95 $2.36K - $2.74K
250 $2K
XLE
Energy Sector Spdr

ETFs
24
New
$84.25 - $91.99 $2.02K - $2.21K
24 $2K
REET
Ishares Global Reit ETF

ETFs
103
New
$24.45 - $25.91 $2.52K - $2.67K
103 $2K
ELS
Equity Lifestyle Properties Inc

Real Estate
21
New
$58.43 - $62.12 $1.23K - $1.3K
21 $1K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
171
New
$10.03 - $10.4 $1.72K - $1.78K
171 $1K
OXY
Occidental Petroleum Corp

Energy
37
New
$42.54 - $48.1 $1.57K - $1.78K
37 $1K
GERN
Geron Corp

Healthcare
1K
New
$1.1 - $1.47 $1.1K - $1.47K
1K $1K
COMP
Compass, Inc.

Technology
200
New
$6.15 - $9.69 $1.23K - $1.94K
200 $1K
HDV
Ishares Core High Dividend ETF

ETFs
12
New
$118.16 - $123.66 $1.42K - $1.48K
12 $1K
Paramount Skydance Corp
113
New
N/A
113 $0
Qxo Inc
4
New
N/A
4 $0
RBLX
Roblox Corp

Communication Services
1
New
$100.65 - $141.56 $101 - $142
1 $0
Sharkninja Inc
529
New
N/A
529 $0
PARR
Par Pacific Holdings, Inc.

Energy
1
New
$27.09 - $37.84 $27.1 - $37.8
1 $0
WMK
Weis Markets Inc

Consumer Defensive
1
New
$69.34 - $78.32 $69.3 - $78.3
1 $0
Activity Summary
Buys All Purchases 254 New Holdings 92 Increased Positions 162 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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