Tcfg Wealth Management, LLC Purchases in Q3 2025

Tcfg Wealth Management, LLC

  • $242 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
L
Loews Corp

Financial Services
2K
New
$89.82 - $100.39 $180K - $201K
2K $201M
AMD
Advanced Micro Devices Inc

Technology
152
+ 1.74%
$134.8 - $184.42 $20.5K - $28K
8.9K $1.44B
CGGR
Capital Group Growth ETF Shs C

ETFs
3.09K
+ 31.11%
$40.2 - $44.58 $124K - $138K
13K $572M
JNJ
Johnson & Johnson

Healthcare
697
+ 17.63%
$155.17 - $185.42 $108K - $129K
4.65K $759M
SHOP
Shopify Inc.

Technology
150
+ 3.85%
$112.11 - $157.12 $16.8K - $23.6K
4.05K $601M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
97
+ 4.49%
$224.68 - $282.71 $21.8K - $27.4K
2.26K $630M
RWL
Invesco Exchange Traded Fd Tr

ETFs
46
+ 0.22%
$102.17 - $110.66 $4.7K - $5.09K
21.2K $2.35B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
4.14K
+ 24.72%
N/A
20.9K $539M
TDIV
First Trust Nasdaq Technology

ETFs
186
+ 1.58%
$89.27 - $100.33 $16.6K - $18.7K
12K $1.18B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.1K
+ 9.87%
$49.05 - $49.99 $103K - $105K
23.4K $1.17B
BWXT
Bwx Technologies, Inc.

Industrials
50
+ 1.9%
$136.45 - $184.37 $6.82K - $9.22K
2.69K $496M
UYLD
Angel Oak Fds Tr Ultrashort In
2.08K
+ 1.97%
N/A
108K $5.51B
Capital Group International
2.7K
+ 15.16%
N/A
20.5K $632M
J P Morgan Exchange Traded F
134K
New
N/A
134K $110M
ETN
Eaton Corp PLC

Industrials
200
+ 10.63%
$342.99 - $392.76 $68.6K - $78.6K
2.08K $779M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
83.7K
New
$92.18 - $95.14 $7.72M - $7.97M
83.7K $107M
CEG
Constellation Energy Corp

Utilities
185
+ 2.58%
$298.82 - $354.89 $55.3K - $65.7K
7.35K $2.42B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.79K
+ 8.54%
$48.72 - $50.73 $87K - $90.6K
22.7K $1.12B
GE
General Electric CO

Industrials
76
+ 4.8%
$244.75 - $305.63 $18.6K - $23.2K
1.66K $499M
SBUX
Starbucks Corp

Consumer Cyclical
52.2K
New
$81.9 - $96.86 $4.28M - $5.06M
52.2K $90.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.5K
New
$49.43 - $54.52 $767K - $846K
15.5K $85M
XLK
Technology Sector Spdr

ETFs
27
+ 1.01%
$250.97 - $282.66 $6.78K - $7.63K
2.7K $760M
MS
Morgan Stanley

Financial Services
305
+ 17.75%
$139.09 - $161.16 $42.4K - $49.2K
2.02K $322M
CPER
United States Copper Index Fun

ETFs
4.88K
+ 11.88%
$27.21 - $36.17 $133K - $176K
45.9K $1.38B
UBER
Uber Technologies, Inc

Technology
496
+ 7.84%
$86.91 - $99.57 $43.1K - $49.4K
6.83K $669M
DUHP
Dimensional ETF Tr Dimensional

ETFs
381
+ 1.41%
$35.76 - $37.93 $13.6K - $14.5K
27.4K $1.04B
PBA
Pembina Pipeline Corp

Energy
920
+ 9.01%
$35.5 - $40.58 $32.7K - $37.3K
11.1K $451M
VEA
Vanguard Ftse Developed Market

ETFs
34.9K
New
$56.02 - $60.3 $1.96M - $2.1M
34.9K $66.3M
FVD
First Tr Value Line Divid Inde

ETFs
6
+ 0.02%
$44.73 - $46.86 $268 - $281
39.8K $1.84B
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
68
+ 0.24%
$37.9 - $40.19 $2.58K - $2.73K
28.2K $1.13B
MO
Altria Group, Inc.

Consumer Defensive
9.2K
+ 121.74%
$57.75 - $67.68 $531K - $623K
16.8K $499M
PANW
Palo Alto Networks Inc

Technology
278
+ 15.38%
$167.06 - $208.19 $46.4K - $57.9K
2.09K $425M
BX
Blackstone Inc.

Financial Services
5
+ 0.21%
$152.77 - $188.68 $764 - $943
2.41K $411M
WMT
Walmart Inc.

Consumer Defensive
5.24K
+ 117.76%
$94.4 - $104.27 $495K - $547K
9.7K $485M
ITA
Ishares Tr

ETFs
60
+ 3.41%
$184.73 - $209.26 $11.1K - $12.6K
1.82K $381M
HYDB
Ishares Tr Edge High Yield Def

ETFs
16.4K
New
$47.03 - $47.97 $774K - $789K
16.4K $48.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12K
New
$45.6 - $46.92 $549K - $565K
12K $46.4M
DUK
Duke Energy Corp

Utilities
14.3K
New
$116.31 - $125.93 $1.66M - $1.8M
14.3K $42.8M
FTLS
First Tr Long/Short Equity ETF

ETFs
109K
New
$65.78 - $69.95 $7.16M - $7.62M
109K $42M
Msc Income Fund Inc
202K
New
N/A
202K $32.6M
FTDS
First Trust Dividend Strength

ETFs
19
+ 0.22%
$52.51 - $56.14 $998 - $1.07K
8.59K $478M
JPM
Jpmorgan Chase & CO

Financial Services
4.77K
+ 136.99%
$282.78 - $316.06 $1.35M - $1.51M
8.25K $1.03B
EFV
Msci Eafe Value ETF

ETFs
28K
New
$62.79 - $68.42 $1.76M - $1.91M
28K $23.4M
OPFI
Opp Fi Inc.

Technology
4.33K
+ 40.61%
$9.58 - $14.29 $41.4K - $61.8K
15K $170M
First Tr Exchng Traded Fd Vi
659
+ 8.97%
N/A
8.01K $242M
CTM
Castellum, Inc.
15.6K
New
$1.0 - $1.49 $15.6K - $23.2K
15.6K $17M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
58
+ 0.79%
$42.35 - $44.2 $2.46K - $2.56K
7.44K $329M
NVO
Novo Nordisk A S

Healthcare
26.9K
New
$45.38 - $71.7 $1.22M - $1.93M
26.9K $14.3M
TMUS
T Mobile Us, Inc.

Communication Services
53
+ 5.6%
$226.02 - $259.01 $12K - $13.7K
999 $239M
Activity Summary
Buys All Purchases 178 New Holdings 74 Increased Positions 104 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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