Tcfg Wealth Management, LLC Purchases in Q4 2024

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FXL
First Tr Exchange Traded Fd Fi

ETFs
22
+ 0.5%
$136.18 - $158.26 $3K - $3.48K
4.46K $662M
GLD
Spdr Gold Trust

ETFs
180
+ 5.28%
$236.59 - $257.5 $42.6K - $46.4K
3.59K $869M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
964
+ 5.17%
$29.73 - $30.81 $28.7K - $29.7K
19.6K $597M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
2.14K
+ 13.09%
$19.8 - $20.06 $42.3K - $42.9K
18.5K $366M
MA
Mastercard Inc

Financial Services
1
+ 0.09%
$491.3 - $536.15 $491 - $536
1.12K $591M
Dimensional ETF Trust
779
+ 16.29%
N/A
5.56K $291M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
47
+ 0.17%
$36.57 - $41.01 $1.72K - $1.93K
28.1K $1.06B
JEPI
J P Morgan Exchange Traded Fd

ETFs
750
+ 10.84%
$57.53 - $60.83 $43.1K - $45.6K
7.67K $441M
CGUS
Capital Group Core Equity ETF
573
+ 4.36%
$33.96 - $36.24 $19.5K - $20.8K
13.7K $479M
RWL
Invesco Exchange Traded Fd Tr

ETFs
300
+ 6.9%
$97.11 - $104.1 $29.1K - $31.2K
4.65K $455M
DFSD
Dimensional ETF Tr Short Durat

ETFs
703
+ 11.56%
$46.75 - $47.8 $32.9K - $33.6K
6.79K $318M
T
At&T Inc.

Communication Services
569
+ 3.65%
$21.22 - $23.88 $12.1K - $13.6K
16.2K $368M
RYT
Invesco S&P 500 Equal Weight T

ETFs
656
+ 5.15%
N/A
13.4K $501M
JNJ
Johnson & Johnson

Healthcare
554
+ 16.03%
$143.34 - $165.86 $79.4K - $91.9K
4.01K $580M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.63K
+ 6.97%
$42.84 - $45.38 $69.6K - $73.7K
25K $1.07B
DFSV
Dimensional ETF Tr Dimensional

ETFs
519
+ 1.8%
$30.18 - $33.87 $15.7K - $17.6K
29.4K $904M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
635
+ 10.32%
$41.17 - $43.34 $26.1K - $27.5K
6.79K $280M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
167
+ 0.75%
$23.92 - $24.89 $3.99K - $4.16K
22.3K $547M
ORCC
Owl Rock Capital Corp

Financial Services
193
+ 1.18%
N/A
16.5K $249M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.12%
$521.84 - $558.82 $522 - $559
825 $444M
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
25K
New
$0.31 - $0.68 $7.75K - $17K
25K $8.25M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
84
+ 1.94%
$47.07 - $48.75 $3.95K - $4.1K
4.42K $211M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.04K
+ 10.6%
$28.89 - $31.63 $29.9K - $32.8K
10.8K $315M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
517
+ 2.01%
$48.48 - $49.47 $25.1K - $25.6K
26.2K $1.28B
RDVY
First Trust Rising Dividend Ac

ETFs
128
+ 0.3%
$58.65 - $64.37 $7.51K - $8.24K
42.6K $2.52B
QUAL
Ishares Msci Usa Quality Facto

ETFs
37
+ 1.71%
$176.42 - $186.91 $6.53K - $6.92K
2.2K $393M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.3%
$417.69 - $450.94 $1.25K - $1.35K
995 $423M
First Tr Exchng Traded Fd Vi
102
+ 1.48%
N/A
6.99K $212M
DUHP
Dimensional ETF Tr Dimensional

ETFs
317
+ 1.2%
$33.62 - $35.69 $10.7K - $11.3K
26.6K $900M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
347
+ 3.52%
$28.6 - $29.27 $9.92K - $10.2K
10.2K $292M
FSIG
First Tr ETF Iv LTD Duration I
491
+ 1.84%
$18.8 - $19.23 $9.23K - $9.44K
27.1K $512M
Angel Oak Funds Trust
13
+ 0.13%
N/A
10.3K $114M
Blackrock ETF Trust Ii
61
+ 1.36%
N/A
4.56K $237M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.07%
$69.58 - $74.87 $139 - $150
3.06K $214M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.77K
+ 200.0%
$25.79 - $80.4 $149K - $464K
8.65K $226M
CGSD
Capital Grp Core Plus Income E
63
+ 0.21%
N/A
30.3K $777M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.33K
+ 6.28%
$119.34 - $127.78 $159K - $170K
22.6K $2.7B
SAND
Sandstorm Gold LTD

Basic Materials
425
+ 1.56%
$5.36 - $6.48 $2.28K - $2.75K
27.7K $154M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
28
+ 0.15%
$35.45 - $40.33 $993 - $1.13K
19.3K $690M
Dimensional ETF Trust
694
+ 3.14%
N/A
22.8K $1.2B
VICI
Vici Properties Inc.

Real Estate
417
+ 5.65%
$28.27 - $33.19 $11.8K - $13.8K
7.79K $228M
TDIV
First Trust Nasdaq Technology

ETFs
13
+ 0.11%
$78.03 - $82.13 $1.01K - $1.07K
11.8K $925M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
1K
+ 2.03%
$3.76 - $4.47 $3.76K - $4.47K
50.2K $189M
PANW
Palo Alto Networks Inc

Technology
851
+ 77.01%
$181.96 - $405.9 $155K - $345K
1.96K $356M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
29
+ 0.25%
$26.16 - $28.82 $759 - $836
11.7K $305M
SA
Seabridge Gold Inc

Basic Materials
5.9K
+ 35.17%
$11.27 - $20.51 $66.5K - $121K
22.7K $259M
PSLV
Sprott Physical Silver Trust

Financial Services
9.6K
+ 6.61%
$9.65 - $11.76 $92.6K - $113K
155K $1.49B
PEP
Pepsico Inc

Consumer Defensive
66
+ 3.53%
$151.29 - $176.1 $9.99K - $11.6K
1.94K $295M
VLO
Valero Energy Corp

Energy
2
+ 0.1%
$118.59 - $144.02 $237 - $288
2K $245M
Activity Summary
Buys All Purchases 112 New Holdings 21 Increased Positions 91 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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