Tcfg Wealth Management, LLC Incresed Positions in Q3 2025

Tcfg Wealth Management, LLC

  • $242 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
58
+ 0.79%
$42.35 - $44.2 $2.46K - $2.56K
7.44K $329M
TMUS
T Mobile Us, Inc.

Communication Services
53
+ 5.6%
$226.02 - $259.01 $12K - $13.7K
999 $239M
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
MA
Mastercard Inc

Financial Services
26.4K
+ 2364.52%
$550.18 - $598.96 $14.5M - $15.8M
27.5K $632M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
19
+ 0.61%
$102.4 - $103.88 $1.95K - $1.97K
3.11K $322M
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
Angel Oak Funds Trust
15
+ 0.14%
N/A
10.4K $116M
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
DIS
Walt Disney CO

Communication Services
1.65K
+ 33.03%
$112.25 - $124.0 $185K - $204K
6.63K $591M
CI
Cigna Corp

Healthcare
9.91K
+ 1262.93%
$262.23 - $334.39 $2.6M - $3.32M
10.7K $226M
QUAL
Ishares Msci Usa Quality Facto

ETFs
65.2K
+ 2438.92%
$182.33 - $194.5 $11.9M - $12.7M
67.9K $450M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
49K
+ 1337.02%
$72.01 - $74.44 $3.53M - $3.65M
52.7K $226M
HD
Home Depot, Inc.

Consumer Cyclical
18.3K
+ 826.27%
$357.4 - $423.42 $6.55M - $7.76M
20.6K $768M
T
At&T Inc.

Communication Services
7.42K
+ 50.9%
$26.94 - $29.62 $200K - $220K
22K $375M
FSK
Fs Kkr Capital Corp

Financial Services
412
+ 3.35%
$14.93 - $22.48 $6.15K - $9.26K
12.7K $190M
MSTR
Microstrategy Inc

Technology
16.9K
+ 1445.0%
$300.7 - $455.9 $5.09M - $7.71M
18.1K $377M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
91.2K
+ 4494.97%
$97.75 - $100.75 $8.92M - $9.19M
93.2K $87.7M
UNH
Unitedhealth Group Inc

Healthcare
16.3K
+ 2463.09%
$237.77 - $353.61 $3.87M - $5.76M
16.9K $77.2M
V
Visa Inc.

Financial Services
28.8K
+ 312.69%
$332.09 - $358.86 $9.57M - $10.3M
38K $3.13B
PEP
Pepsico Inc

Consumer Defensive
1.16K
+ 27.83%
$133.81 - $152.16 $155K - $176K
5.32K $406M
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
172K
+ 828.9%
$8.45 - $8.68 $1.45M - $1.49M
192K $22.3M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
193K
+ 2367.01%
$25.84 - $27.2 $4.99M - $5.26M
201K $30.5M
IVV
Ishares Core S&P 500 ETF

ETFs
206K
+ 36066.9%
$620.67 - $670.08 $128M - $138M
207K $173M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
209K
+ 1755.92%
$18.32 - $18.72 $3.83M - $3.91M
221K $23.5M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
207K
+ 2143.5%
$21.91 - $22.57 $4.55M - $4.68M
217K $9.68M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
217K
+ 2211.0%
$22.68 - $23.2 $4.91M - $5.03M
226K $9.8M
SYLD
Cambria Shareholder Yld ETF

ETFs
239K
+ 5875.36%
$63.93 - $70.45 $15.3M - $16.8M
243K $45.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
319K
+ 12109.07%
$192.76 - $203.86 $61.5M - $65M
322K $226M
IWF
Ishares Russell 1000 Gr ETF

ETFs
365K
+ 26473.7%
$420.11 - $472.68 $153M - $173M
367K $287M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
373K
+ 2851.28%
$55.15 - $58.11 $20.6M - $21.7M
386K $394M
IJS
Ishares S&P Smallcap 600 Value

ETFs
427K
+ 8726.07%
$98.99 - $112.2 $42.3M - $48M
432K $148M
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
407K
+ 1096.18%
$10.41 - $11.13 $4.24M - $4.54M
445K $40.1M
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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