Tfc Financial Management Reduced Holdings in Q3 2025

Tfc Financial Management

  • $767 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TILE
Interface Inc

Consumer Cyclical
-260
- 10.26%
$20.39 - $29.88 $5.3K - $7.77K
2.27K $65K
LOW
Lowes Companies Inc

Consumer Cyclical
-103
- 7.89%
$215.01 - $273.02 $22.1K - $28.1K
1.2K $302K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-333
- 0.64%
$72.57 - $74.72 $24.2K - $24.9K
51.5K $3.83M
ASML
Asml Holding Nv

Technology
-30
- 9.97%
$689.63 - $968.09 $20.7K - $29K
271 $262K
IEFA
Ishares Tr

ETFs
-400
- 2.36%
$81.7 - $87.53 $32.7K - $35K
16.6K $1.45M
HD
Home Depot, Inc.

Consumer Cyclical
-67
- 3.39%
$357.4 - $423.42 $23.9K - $28.4K
1.91K $772K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-316
- 2.34%
$459.11 - $506.91 $145K - $160K
13.2K $6.63M
TJX
Tjx Companies Inc

Consumer Cyclical
-74
- 1.78%
$121.35 - $144.54 $8.98K - $10.7K
4.09K $591K
MO
Altria Group, Inc.

Consumer Defensive
-21
- 0.19%
$57.75 - $67.68 $1.21K - $1.42K
10.8K $716K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-318
- 2.42%
$108.46 - $120.63 $34.5K - $38.4K
12.8K $1.52M
XOM
Exxon Mobil Corp

Energy
-700
- 1.69%
$105.83 - $117.22 $74.1K - $82.1K
40.7K $4.59M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6
- 0.05%
$182.33 - $194.5 $1.09K - $1.17K
11.9K $2.32M
VB
Vanguard Small Cap ETF

ETFs
-67
- 0.68%
$237.58 - $259.17 $15.9K - $17.4K
9.83K $2.5M
ABBV
Abb Vie Inc.

Healthcare
-104
- 2.56%
$184.85 - $231.54 $19.2K - $24.1K
3.95K $915K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-563
- 8.7%
$171.01 - $228.24 $96.3K - $128K
5.91K $1.26M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-51
- 0.2%
$135.0 - $146.02 $6.89K - $7.45K
25.9K $3.78M
GE
General Electric CO

Industrials
-43
- 0.58%
$244.75 - $305.63 $10.5K - $13.1K
7.37K $2.22M
TSLA
Tesla, Inc.

Consumer Cyclical
-468
- 5.89%
$293.94 - $444.72 $138K - $208K
7.48K $3.32M
JNJ
Johnson & Johnson

Healthcare
-953
- 1.88%
$155.17 - $185.42 $148K - $177K
49.8K $9.24M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.9K
- 0.44%
$53.36 - $59.69 $101K - $113K
429K $25M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-9.59K
- 1.02%
$41.91 - $44.87 $402K - $430K
931K $41.6M
IDEV
Ishares Core Msci Intl Develop

ETFs
-902
- 0.06%
$74.68 - $80.26 $67.4K - $72.4K
1.4M $112M
IVV
Ishares Core S&P 500 ETF

ETFs
-41
- 0.01%
$620.67 - $670.08 $25.4K - $27.5K
335K $224M
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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