Tfc Financial Management Portfolio Holdings
Tfc Financial Management
- $631 Million
- Q4 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 978
- Current Value $631 Million
- Prior Value $629 Million
- Filing
- Period Q4 2024
- Filing Date January 29, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 45 stocks
- Additional Purchases 149 stocks
- Sold out of 0 stocks
- Reduced holdings in 165 stocks