Tfc Financial Management has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $631 Million distributed in 978 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $173M, Ishares Core Msci Intl Develop with a value of $92.7M, Ishares Barclays 1 3 Year Trea with a value of $70.6M, Dimensional ETF Tr Us Marketwi with a value of $39.2M, and J P Morgan ETF Tr U S Quality with a value of $36.3M.
Examining the 13F form we can see an increase of $1.91M in the current position value, from $629M to 631M.
Below you can find more details about Tfc Financial Management portfolio as well as his latest detailed transactions.
Portfolio value
$631 Million
ETFs: $517 Million
Technology: $38.2 Million
Healthcare: $18.2 Million
Financial Services: $17.3 Million
Consumer Cyclical: $11.6 Million
Industrials: $7.96 Million
Consumer Defensive: $6.87 Million
Energy: $5.36 Million
Other: $7.57 Million
Stock Holdings Table Market Cap. of $200 Billions or more
