Tfc Financial Management Reduced Holdings in Q1 2025

Tfc Financial Management

  • $650 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-7.15K
- 13.06%
$209.68 - $247.1 $1.5M - $1.77M
47.6K $10.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
-9.39K
- 1.75%
$50.44 - $58.1 $473K - $545K
528K $27.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-792
- 8.87%
$222.15 - $428.22 $176K - $339K
8.14K $2.11M
TTD
Trade Desk, Inc.

Technology
-392
- 2.55%
$53.59 - $126.58 $21K - $49.6K
15K $820K
NVDA
Nvidia Corp

Technology
-3.68K
- 16.15%
$106.98 - $149.43 $393K - $549K
19.1K $2.07M
ONB
Old National Bancorp

Financial Services
-18.7K
- 10.85%
$20.11 - $24.45 $375K - $456K
153K $3.25M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
-23.9K
- 16.44%
$17.95 - $19.17 $429K - $458K
121K $2.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-184
- 1.38%
$190.26 - $242.06 $35K - $44.5K
13.1K $2.5M
MRK
Merck & Co., Inc.

Healthcare
-314
- 0.8%
$83.01 - $101.02 $26.1K - $31.7K
39K $3.5M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-14.8K
- 1.55%
$39.96 - $43.3 $591K - $641K
942K $38.8M
VB
Vanguard Small Cap ETF

ETFs
-40
- 0.36%
$217.89 - $252.64 $8.72K - $10.1K
11.1K $2.46M
SPY
Spdr S&P 500 ETF Trust

ETFs
-195
- 6.43%
$551.42 - $612.93 $108K - $120K
2.84K $1.59M
GOOG
Alphabet Inc.

Communication Services
-185
- 4.13%
$156.06 - $207.71 $28.9K - $38.4K
4.29K $670K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-61
- 0.23%
$120.29 - $134.6 $7.34K - $8.21K
25.9K $3.16M
SYK
Stryker Corp

Healthcare
-478
- 46.5%
$355.18 - $399.9 $170K - $191K
550 $204K
HD
Home Depot, Inc.

Consumer Cyclical
-312
- 13.96%
$347.25 - $424.87 $108K - $133K
1.92K $704K
SOFI
So Fi Technologies, Inc.

Financial Services
-9.4K
- 96.73%
$11.18 - $18.03 $105K - $169K
318 $3K
DHR
Danaher Corp

Healthcare
-527
- 37.8%
$201.62 - $250.59 $106K - $132K
867 $177K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-103
- 4.0%
$360.07 - $417.26 $37.1K - $43K
2.48K $893K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-213
- 1.98%
$168.16 - $186.21 $35.8K - $39.7K
10.5K $1.8M
FFIN
First Financial Bankshares Inc

Financial Services
-3.06K
- 18.22%
$34.78 - $38.52 $106K - $118K
13.7K $493K
KKR
Kkr & Co. Inc.

Financial Services
-164
- 6.42%
$108.17 - $167.07 $17.7K - $27.4K
2.39K $276K
PG
Procter & Gamble CO

Consumer Defensive
-747
- 7.85%
$158.56 - $176.26 $118K - $132K
8.77K $1.49M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.72K
- 40.36%
$59.28 - $66.1 $102K - $113K
2.53K $160K
ADBE
Adobe Inc.

Technology
-197
- 59.16%
$377.84 - $464.11 $74.4K - $91.4K
136 $52K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-752
- 39.58%
$128.74 - $138.67 $96.8K - $104K
1.15K $155K
TER
Teradyne, Inc

Technology
-756
- 99.87%
$82.6 - $140.0 $62.4K - $106K
1 $0
NVO
Novo Nordisk A S

Healthcare
-426
- 11.36%
$69.3 - $90.95 $29.5K - $38.7K
3.33K $230K
PEP
Pepsico Inc

Consumer Defensive
-584
- 34.84%
$142.64 - $156.42 $83.3K - $91.3K
1.09K $163K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-1.58K
- 8.24%
$73.16 - $83.16 $116K - $131K
17.6K $1.31M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-145
- 6.64%
$161.27 - $192.3 $23.4K - $27.9K
2.04K $328K
ETN
Eaton Corp PLC

Industrials
-79
- 10.51%
$271.83 - $371.23 $21.5K - $29.3K
673 $182K
WMT
Walmart Inc.

Consumer Defensive
-473
- 5.08%
$84.5 - $105.05 $40K - $49.7K
8.85K $776K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-70
- 25.74%
$634.14 - $744.83 $44.4K - $52.1K
202 $128K
SMR
Nuscale Power Corp

Industrials
-2.78K
- 42.73%
$14.16 - $29.08 $39.3K - $80.8K
3.72K $52K
DOW
Dow Inc.

Basic Materials
-1.26K
- 32.37%
$34.36 - $41.92 $43.2K - $52.7K
2.63K $91K
IWR
Ishares Russell Mid Cap ETF

ETFs
-395
- 6.58%
$82.81 - $92.93 $32.7K - $36.7K
5.61K $476K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-119
- 11.26%
$165.25 - $224.62 $19.7K - $26.7K
938 $155K
PFE
Pfizer Inc

Healthcare
-1.68K
- 25.96%
$25.01 - $27.13 $42.1K - $45.6K
4.8K $121K
GILD
Gilead Sciences, Inc.

Healthcare
-707
- 47.71%
$89.14 - $117.41 $63K - $83K
775 $86K
MCD
Mcdonalds Corp

Consumer Cyclical
-228
- 21.41%
$279.74 - $321.29 $63.8K - $73.3K
837 $261K
AXP
American Express CO

Financial Services
-74
- 8.03%
$255.39 - $325.87 $18.9K - $24.1K
848 $228K
FUL
Fuller H B CO

Basic Materials
-1
- 0.03%
$52.88 - $64.28 $52.9 - $64.3
3.93K $220K
TDG
Trans Digm Group Inc

Industrials
-35
- 61.4%
$1251.32 - $1394.11 $43.8K - $48.8K
22 $30K
APH
Amphenol Corp

Technology
-435
- 13.09%
$61.62 - $78.55 $26.8K - $34.2K
2.89K $189K
PPG
Ppg Industries Inc

Basic Materials
-261
- 21.64%
$107.44 - $124.29 $28K - $32.4K
945 $103K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.88K
- 14.18%
$36.91 - $41.03 $69.2K - $76.9K
11.3K $450K
INTC
Intel Corp

Technology
-2.43K
- 40.04%
$19.1 - $27.39 $46.5K - $66.7K
3.65K $82K
DD
Du Pont De Nemours, Inc.

Basic Materials
-435
- 11.73%
$72.7 - $84.32 $31.6K - $36.7K
3.28K $244K
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
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