Tcfg Wealth Management, LLC Incresed Positions in Q1 2025

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
54.8K
+ 740.74%
$37.81 - $46.49 $2.07M - $2.55M
62.2K $2.82B
F
Ford Motor CO

Consumer Cyclical
139K
+ 568.91%
$9.12 - $10.43 $1.26M - $1.45M
163K $1.64B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
38.5K
+ 209.39%
$24.11 - $28.41 $928K - $1.09M
56.9K $1.62B
FNV
Franco Nevada Corp

Basic Materials
786
+ 3.4%
$120.72 - $157.56 $94.9K - $124K
23.9K $3.77B
AEM
Agnico Eagle Mines LTD

Basic Materials
1.7K
+ 11.02%
$79.66 - $108.41 $136K - $184K
17.1K $1.86B
NEM
Newmont Corp

Basic Materials
9.97K
+ 81.14%
$37.79 - $48.39 $377K - $482K
22.3K $1.07B
CVX
Chevron Corp

Energy
374
+ 1.84%
$146.71 - $167.97 $54.9K - $62.8K
20.7K $3.47B
CEG
Constellation Energy Corp

Utilities
2.85K
+ 60.3%
$201.63 - $347.44 $575K - $991K
7.58K $1.53B
PSLV
Sprott Physical Silver Trust

Financial Services
10.8K
+ 6.94%
$9.86 - $11.68 $106K - $126K
166K $1.92B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
6.8K
+ 109.88%
$67.24 - $84.27 $457K - $573K
13K $885M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.14%
$442.66 - $534.52 $2.66K - $3.21K
4.19K $2.23B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.5K
+ 17.09%
$48.65 - $53.06 $219K - $239K
30.8K $1.6B
PEP
Pepsico Inc

Consumer Defensive
2.24K
+ 115.69%
$142.64 - $156.42 $320K - $351K
4.18K $627M
SYK
Stryker Corp

Healthcare
531
+ 92.83%
$355.18 - $399.9 $189K - $212K
1.1K $411M
PLTR
Palantir Technologies Inc.

Technology
1.58K
+ 22.33%
$64.98 - $124.62 $102K - $196K
8.63K $729M
ET
Energy Transfer LP

Energy
9.25K
+ 76.33%
$17.26 - $21.08 $160K - $195K
21.4K $397M
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.5K
+ 32.36%
$96.9 - $104.39 $146K - $157K
6.15K $611M
UBER
Uber Technologies, Inc

Technology
1.05K
+ 20.67%
$63.17 - $81.49 $66.3K - $85.6K
6.13K $447M
XOM
Exxon Mobil Corp

Energy
266
+ 2.87%
$105.44 - $118.93 $28K - $31.6K
9.55K $1.14B
MO
Altria Group, Inc.

Consumer Defensive
1.01K
+ 11.68%
$50.81 - $60.02 $51.5K - $60.8K
9.69K $581M
SHOP
Shopify Inc.

Technology
1.71K
+ 44.28%
$90.59 - $129.31 $155K - $221K
5.56K $531M
KMI
Kinder Morgan, Inc.

Energy
2.59K
+ 8.06%
$26.1 - $31.22 $67.6K - $80.9K
34.7K $990M
Viper Energy Inc
5.43K
+ 15.49%
N/A
40.5K $1.83B
BWXT
Bwx Technologies, Inc.

Industrials
1.88K
+ 21.08%
$96.59 - $128.46 $182K - $242K
10.8K $1.07B
PBA
Pembina Pipeline Corp

Energy
1.02K
+ 12.14%
$35.13 - $40.12 $35.8K - $40.9K
9.42K $377M
Ea Series Trust
100
+ 0.24%
N/A
41.2K $4.59B
ORCC
Owl Rock Capital Corp

Financial Services
4.66K
+ 28.23%
N/A
21.2K $310M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.03K
+ 19.86%
$28.55 - $29.09 $57.8K - $58.9K
12.2K $353M
LLY
Eli Lilly & CO

Healthcare
25
+ 3.97%
$725.72 - $929.72 $18.1K - $23.2K
655 $541M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.08K
+ 18.52%
$53.6 - $58.97 $57.7K - $63.5K
6.89K $377M
VICI
Vici Properties Inc.

Real Estate
655
+ 8.41%
$28.21 - $32.68 $18.5K - $21.4K
8.45K $276M
RTX
Raytheon Technologies Corp

Industrials
27
+ 1.04%
$114.1 - $135.66 $3.08K - $3.66K
2.63K $348M
AXON
Axon Enterprise, Inc.

Industrials
161
+ 27.9%
$496.65 - $710.01 $80K - $114K
738 $388M
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.63K
+ 8.59%
$17.53 - $17.87 $46.2K - $47.1K
33.3K $586M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
227
+ 18.82%
$196.12 - $229.48 $44.5K - $52.1K
1.43K $290M
O
Realty Income Corp

Real Estate
137
+ 2.05%
$51.67 - $58.49 $7.08K - $8.01K
6.82K $395M
MA
Mastercard Inc

Financial Services
13
+ 1.16%
$504.67 - $576.31 $6.56K - $7.49K
1.14K $622M
ENB
Enbridge Inc

Energy
205
+ 1.76%
$41.54 - $45.45 $8.52K - $9.32K
11.8K $523M
NFLX
Netflix Inc

Communication Services
13
+ 3.03%
$828.4 - $1058.6 $10.8K - $13.8K
442 $412M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
447
+ 2.18%
$49.22 - $51.73 $22K - $23.1K
20.9K $1.06B
IWF
Ishares Russell 1000 Gr ETF

ETFs
140
+ 24.26%
$360.07 - $417.26 $50.4K - $58.4K
717 $259M
FSIG
First Tr ETF Iv LTD Duration I
1.26K
+ 4.64%
$18.74 - $19.04 $23.6K - $23.9K
28.4K $537M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
8
+ 0.07%
$29.06 - $32.62 $232 - $261
10.8K $340M
BA
Boeing CO

Industrials
200
+ 11.11%
$148.15 - $186.25 $29.6K - $37.3K
2K $341M
VLO
Valero Energy Corp

Energy
18
+ 0.9%
$121.76 - $142.99 $2.19K - $2.57K
2.02K $266M
OKE
Oneok Inc

Energy
175
+ 7.98%
$89.57 - $109.85 $15.7K - $19.2K
2.37K $235M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.07%
$68.32 - $75.06 $137 - $150
3.06K $229M
Albemarle Corp
2.58K
+ 16.57%
N/A
18.2K $647M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
242
+ 2.84%
$27.01 - $28.54 $6.54K - $6.91K
8.76K $245M
Activity Summary
Buys All Purchases 111 New Holdings 21 Increased Positions 90 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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