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
KMI
Kinder Morgan, Inc.

Energy
1.65K
+ 5.42%
$26.23 - $28.5 $43.3K - $47K
32.1K $908M
RSP
Invesco S&P 500 Equal Weight E

ETFs
16.8K
New
$181.56 - $190.33 $3.05M - $3.2M
16.8K $11.5M
EFG
Msci Eafe Growth ETF

ETFs
35.5K
New
$106.99 - $114.46 $3.8M - $4.06M
35.5K $9.19M
IYW
Ishares Dj Us Tech ETF

ETFs
56.6K
New
$171.38 - $197.01 $9.71M - $11.2M
56.6K $8.71M
NRZ
New Residential Investment Corp.

Real Estate
84.6K
New
N/A
84.6K $7.54M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
5.96K
+ 29.47%
$17.13 - $17.98 $102K - $107K
26.2K $351M
VICI
Vici Properties Inc.

Real Estate
147
+ 1.74%
$31.43 - $33.93 $4.62K - $4.99K
8.58K $280M
Mackenzie Rlty Cap Inc
21.4K
New
N/A
21.4K $4.87M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
37.4K
New
$74.73 - $80.82 $2.79M - $3.02M
37.4K $4.84M
MA
Mastercard Inc

Financial Services
26.4K
+ 2364.52%
$550.18 - $598.96 $14.5M - $15.8M
27.5K $632M
J P Morgan Exchange Traded F
205K
New
N/A
205K $3.14M
Capital Grp Fixed Incm ETF T
51
+ 0.23%
N/A
22.1K $559M
Super Micro Computer Inc
208
+ 3.05%
N/A
7.04K $337M
GQRE
Flexshares Tr Global Quality R

ETFs
11.7K
New
$58.71 - $61.92 $686K - $724K
11.7K $2.33M
DRSK
ETF Ser Solutions Aptus Define

ETFs
59K
New
$28.26 - $29.29 $1.67M - $1.73M
59K $2.01M
IDME
ETF Ser Solutions Intl Drawdow

ETFs
44.8K
New
N/A
44.8K $1.88M
JMEE
J P Morgan Exchange Traded Fd

ETFs
111K
New
$59.19 - $64.47 $6.59M - $7.18M
111K $1.75M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
72.9K
New
$41.26 - $43.63 $3.01M - $3.18M
72.9K $1.67M
THLV
Thor Finl Technologies Tr Low
49K
New
N/A
49K $1.63M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
40.1K
New
$26.88 - $27.78 $1.08M - $1.11M
40.1K $1.45M
JUCY
ETF Ser Solutions Aptus Enhanc
30.9K
New
N/A
30.9K $1.39M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
28.7K
New
$131.47 - $143.64 $3.78M - $4.13M
28.7K $1.34M
JGRO
J P Morgan Exchange Traded Fd
118K
New
N/A
118K $1.25M
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
33.9K
New
$33.11 - $37.19 $1.12M - $1.26M
33.9K $902K
Angel Oak Funds Trust
15
+ 0.14%
N/A
10.4K $116M
OSCV
Opus Small Cap Value ETF

ETFs
26.6K
New
$35.98 - $38.73 $959K - $1.03M
26.6K $698K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
30.4K
New
$48.07 - $51.26 $1.46M - $1.56M
30.4K $593K
IFRA
Ishares Tr

ETFs
26.9K
New
$49.77 - $52.82 $1.34M - $1.42M
26.9K $511K
MLPX
Global X Mlp & Energy Infrastr

ETFs
27.6K
New
$59.5 - $62.99 $1.64M - $1.74M
27.6K $441K
ETF Ser Solutions
13.5K
New
N/A
13.5K $368K
INTF
Ishares Tr

ETFs
13K
New
$33.72 - $36.17 $438K - $470K
13K $359K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
12.3K
New
$41.55 - $42.82 $511K - $526K
12.3K $289K
BOND
Pimco Active Bond Exchange Tra

ETFs
21.5K
New
$90.83 - $93.81 $1.96M - $2.02M
21.5K $231K
IYM
Ishares Tr

ETFs
33.1K
New
$138.95 - $150.69 $4.6M - $4.98M
33.1K $224K
CWB
Spdr Bloomberg Convertible Sec

ETFs
15.3K
New
$82.29 - $90.77 $1.25M - $1.38M
15.3K $167K
LRGF
Ishares Tr

ETFs
10.4K
New
$64.13 - $69.24 $666K - $719K
10.4K $150K
PNW
Pinnacle West Capital Corp

Utilities
11.8K
New
$85.87 - $94.45 $1.01M - $1.12M
11.8K $134K
TJX
Tjx Companies Inc

Consumer Cyclical
11K
New
$121.35 - $144.54 $1.33M - $1.59M
11K $76K
CDNS
Cadence Design Systems Inc

Technology
17.2K
New
$309.46 - $373.37 $5.34M - $6.44M
17.2K $49K
INTU
Intuit Inc

Technology
18.3K
New
$646.03 - $807.39 $11.9M - $14.8M
18.3K $27K
FICO
Fair Isaac Corp

Technology
13.6K
New
$1311.26 - $1869.83 $17.9M - $25.5M
13.6K $9K
AINV
Apollo Investment Corp

Financial Services
2.03K
+ 4.88%
N/A
43.7K $524M
BA
Boeing CO

Industrials
1.4K
+ 70.29%
$209.79 - $237.38 $294K - $333K
3.4K $409M
TIP
Ishares Tr Tips Bd ETF

ETFs
2.98K
+ 81.82%
$109.11 - $111.88 $325K - $333K
6.62K $390M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
29
+ 0.16%
$38.66 - $40.82 $1.12K - $1.18K
18K $719M
SYK
Stryker Corp

Healthcare
29
+ 2.73%
$368.57 - $403.53 $10.7K - $11.7K
1.09K $403M
AMZN
Amazon Com Inc

Consumer Cyclical
4.08K
+ 14.32%
$211.65 - $238.24 $863K - $972K
32.6K $6.23B
ET
Energy Transfer LP

Energy
476
+ 1.65%
$17.11 - $18.16 $8.14K - $8.64K
29.3K $503M
AMGN
Amgen Inc

Healthcare
5.28K
+ 525.8%
$271.18 - $309.22 $1.43M - $1.63M
6.28K $257M
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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