Tfc Financial Management New Holdings in Q1 2025

Tfc Financial Management

  • $650 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
5
New
$663000.0 - $801950.0 $3.32M - $4.01M
5 $3.99M
DHS
Wisdomtree Tr U.S

ETFs
4.63K
New
$91.55 - $99.74 $424K - $462K
4.63K $459K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.76K
New
$63.77 - $68.75 $112K - $121K
1.76K $113K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.18K
New
$51.45 - $58.51 $112K - $128K
2.18K $113K
AVDV
American Centy ETF Tr Avantis

ETFs
1K
New
$63.74 - $71.96 $63.7K - $72K
1K $69K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
515
New
$110.75 - $119.78 $57K - $61.7K
515 $59K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.15K
New
$39.65 - $43.35 $45.5K - $49.8K
1.15K $48K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
575
New
$67.08 - $76.14 $38.6K - $43.8K
575 $42K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
757
New
$32.74 - $36.2 $24.8K - $27.4K
757 $26K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
307
New
$45.21 - $50.33 $13.9K - $15.5K
307 $14K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
334
New
$22.39 - $33.23 $7.48K - $11.1K
334 $10K
UL
Unilever PLC

Consumer Defensive
117
New
$54.72 - $60.29 $6.4K - $7.05K
117 $6K
TOST
Toast, Inc.

Technology
150
New
$32.61 - $41.98 $4.89K - $6.3K
150 $4K
RLI
Rli Corp

Financial Services
1
New
$71.75 - $163.21 $71.8 - $163
1 $0
RBLX
Roblox Corp

Communication Services
3
New
$53.77 - $75.47 $161 - $226
3 $0
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
1
New
$60.74 - $73.87 $60.7 - $73.9
1 $0
RGLD
Royal Gold Inc

Basic Materials
1
New
$132.55 - $163.51 $133 - $164
1 $0
Rubrik Inc.
25
New
N/A
25 $0
RGTI
Rigetti Computing, Inc.

Technology
25
New
$6.05 - $19.51 $151 - $488
25 $0
PEGA
Pegasystems Inc

Technology
1
New
$68.14 - $112.29 $68.1 - $112
1 $0
SGH
Smart Global Holdings, Inc.

Technology
1
New
N/A
1 $0
PL
Planet Labs Pbc

Industrials
170
New
$3.38 - $6.49 $575 - $1.1K
170 $0
PRI
Primerica, Inc.

Financial Services
1
New
$271.41 - $296.43 $271 - $296
1 $0
PTGX
Protagonist Therapeutics, Inc

Healthcare
1
New
$35.09 - $59.76 $35.1 - $59.8
1 $0
QLYS
Qualys, Inc.

Technology
1
New
$121.57 - $147.7 $122 - $148
1 $0
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
1
New
$5.29 - $10.87 $5.29 - $10.9
1 $0
RSSS
Research Solutions, Inc.

Technology
250
New
$2.6 - $4.15 $650 - $1.04K
250 $0
Super Micro Computer Inc
17
New
N/A
17 $0
Sandisk Corp
2
New
N/A
2 $0
STX
Seagate Technology Holdings PLC

Technology
5
New
$84.92 - $108.42 $425 - $542
5 $0
WTW
Willis Towers Watson PLC

Financial Services
1
New
$306.61 - $340.78 $307 - $341
1 $0
VRTS
Virtus Investment Partners, Inc.

Financial Services
1
New
$167.94 - $220.1 $168 - $220
1 $0
VICI
Vici Properties Inc.

Real Estate
16
New
$28.21 - $32.68 $451 - $523
16 $0
UNM
Unum Group

Financial Services
1
New
$71.8 - $83.34 $71.8 - $83.3
1 $0
OLED
Universal Display Corp Pa

Technology
1
New
$139.48 - $161.59 $139 - $162
1 $0
SJM
J M Smucker CO

Consumer Defensive
5
New
$100.41 - $118.41 $502 - $592
5 $0
TRMB
Trimble Inc.

Technology
2
New
$65.52 - $77.49 $131 - $155
2 $0
CPB
Campbell Soup CO

Consumer Defensive
12
New
$37.29 - $42.04 $447 - $504
12 $0
TDOC
Teladoc Health, Inc.

Healthcare
1
New
$7.96 - $14.33 $7.96 - $14.3
1 $0
STE
Steris PLC

Healthcare
1
New
$202.46 - $232.74 $202 - $233
1 $0
Spinnaker ETF Series
2.1K
New
N/A
2.1K $0
SCCO
Southern Copper Corp

Basic Materials
1
New
$85.92 - $101.48 $85.9 - $101
1 $0
SON
Sonoco Products CO

Consumer Cyclical
1
New
$44.71 - $49.22 $44.7 - $49.2
1 $0
ZS
Zscaler, Inc.

Technology
1
New
$181.66 - $216.87 $182 - $217
1 $0
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1
New
$154.39 - $176.55 $154 - $177
1 $0
S
Sentinel One, Inc.

Technology
46
New
$18.17 - $24.97 $836 - $1.15K
46 $0
WDAY
Workday, Inc.

Technology
3
New
$233.53 - $277.82 $701 - $833
3 $0
OMC
Omnicom Group Inc.

Communication Services
6
New
$79.43 - $88.34 $477 - $530
6 $0
CRL
Charles River Laboratories International, Inc.

Healthcare
3
New
$150.52 - $190.14 $452 - $570
3 $0
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
Track This Portfolio

Track Tfc Financial Management Portfolio

Follow Tfc Financial Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tfc Financial Management, based on Form 13F filings with the SEC.

News

Stay updated on Tfc Financial Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email