Tcfg Wealth Management, LLC Incresed Positions in Q2 2025

Tcfg Wealth Management, LLC

  • $221 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RWL
Invesco Exchange Traded Fd Tr

ETFs
15.1K
+ 244.84%
$89.02 - $104.29 $1.34M - $1.57M
21.2K $2.21B
ALCC
Alt C Acquisition Corp.

Financial Services
12.6K
+ 82.0%
N/A
27.9K $1.56B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
16.3K
+ 140.79%
$50.5 - $71.23 $824K - $1.16M
27.9K $1.89B
PLTR
Palantir Technologies Inc.

Technology
2.61K
+ 30.21%
$74.01 - $144.25 $193K - $376K
11.2K $1.53B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
23.7K
+ 117.06%
$27.3 - $31.8 $647K - $754K
43.9K $1.4B
JEPI
J P Morgan Exchange Traded Fd

ETFs
14K
+ 198.19%
$51.14 - $57.0 $717K - $799K
21.1K $1.2B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
117
+ 0.43%
$101.69 - $139.02 $11.9K - $16.3K
27.1K $3.77B
AEM
Agnico Eagle Mines LTD

Basic Materials
4.2K
+ 24.51%
$99.48 - $124.46 $418K - $523K
21.3K $2.54B
TSLA
Tesla, Inc.

Consumer Cyclical
1.37K
+ 50.95%
$221.86 - $362.89 $303K - $496K
4.05K $1.29B
GOOGL
Alphabet Inc.

Communication Services
2.31K
+ 29.21%
$144.7 - $178.6 $334K - $412K
10.2K $1.8B
META
Meta Platforms, Inc.

Communication Services
132
+ 5.1%
$484.66 - $738.09 $64K - $97.4K
2.72K $2.01B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
825
+ 101.1%
$456.74 - $568.03 $377K - $469K
1.64K $932M
AMD
Advanced Micro Devices Inc

Technology
985
+ 12.69%
$78.21 - $143.81 $77K - $142K
8.75K $1.24B
MP
Mp Materials Corp.

Basic Materials
9.3K
+ 106.71%
$18.77 - $37.74 $175K - $351K
18K $599M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.21K
+ 90.12%
$47.46 - $55.3 $294K - $343K
13.1K $721M
CPER
United States Copper Index Fun

ETFs
10.6K
+ 34.97%
$25.72 - $31.7 $274K - $337K
41.1K $1.3B
IWF
Ishares Russell 1000 Gr ETF

ETFs
663
+ 92.47%
$320.42 - $424.58 $212K - $281K
1.38K $586M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
7.05K
+ 64.35%
$35.4 - $41.9 $250K - $296K
18K $733M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.31K
+ 98.49%
$166.82 - $194.23 $218K - $254K
2.63K $512M
AXON
Axon Enterprise, Inc.

Industrials
39
+ 5.28%
$497.13 - $827.94 $19.4K - $32.3K
777 $643M
Albemarle Corp
9.8K
+ 53.98%
N/A
28K $897M
RDW
Redwire Corp

Industrials
5.2K
+ 25.92%
$7.51 - $20.57 $39.1K - $107K
25.3K $412M
GOOG
Alphabet Inc.

Communication Services
121
+ 1.21%
$146.58 - $180.01 $17.7K - $21.8K
10.1K $1.79B
Ge Vernova Inc
83
+ 11.4%
N/A
811 $429M
MSTR
Microstrategy Inc

Technology
185
+ 18.76%
$237.95 - $421.61 $44K - $78K
1.17K $473M
CGSD
Capital Grp Core Plus Income E
6.63K
+ 21.85%
N/A
37K $959M
GE
General Electric CO

Industrials
388
+ 32.5%
$166.81 - $257.39 $64.7K - $99.9K
1.58K $407M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2K
+ 46.67%
$82.21 - $83.12 $164K - $166K
6.28K $521M
CRWD
Crowd Strike Holdings, Inc.

Technology
80
+ 10.64%
$321.63 - $509.31 $25.7K - $40.7K
832 $424M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
50
+ 2.43%
$179.95 - $278.88 $9K - $13.9K
2.11K $588M
APP
App Lovin Corp

Technology
185
+ 18.46%
$219.37 - $417.89 $40.6K - $77.3K
1.19K $416M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
113
+ 5.53%
$141.37 - $228.57 $16K - $25.8K
2.16K $489M
UBER
Uber Technologies, Inc

Technology
200
+ 3.26%
$64.62 - $93.3 $12.9K - $18.7K
6.33K $591M
XLK
Technology Sector Spdr

ETFs
25
+ 0.94%
$179.73 - $253.23 $4.49K - $6.33K
2.67K $676M
ET
Energy Transfer LP

Energy
7.46K
+ 34.92%
$15.65 - $18.93 $117K - $141K
28.8K $523M
MELI
Mercadolibre Inc

Consumer Cyclical
17
+ 14.53%
$1794.73 - $2613.63 $30.5K - $44.4K
134 $350M
DFIC
Dimensional ETF Tr Dimensional

ETFs
498
+ 1.69%
$24.94 - $31.15 $12.4K - $15.5K
30K $933M
QUAL
Ishares Msci Usa Quality Facto

ETFs
471
+ 21.37%
$152.42 - $182.82 $71.8K - $86.1K
2.68K $489M
LLY
Eli Lilly & CO

Healthcare
175
+ 26.72%
$713.71 - $898.95 $125K - $157K
830 $647M
ENFR
Alerian Energy Infrastructure

ETFs
3.03K
+ 45.1%
$28.49 - $33.44 $86.2K - $101K
9.73K $314M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.13%
$496.48 - $617.85 $993 - $1.24K
1.58K $978M
RYT
Invesco S&P 500 Equal Weight T

ETFs
4
+ 0.03%
N/A
13.4K $545M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
100
+ 6.98%
$180.84 - $240.32 $18.1K - $24K
1.53K $368M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 1.1%
$908.13 - $1056.85 $12.7K - $14.8K
1.29K $1.28B
DUHP
Dimensional ETF Tr Dimensional

ETFs
30
+ 0.11%
$29.36 - $35.56 $881 - $1.07K
27K $961M
PH
Parker Hannifin Corp

Industrials
16
+ 2.93%
$517.23 - $700.54 $8.28K - $11.2K
562 $393M
Pacer Fds Tr
176
+ 1.66%
N/A
10.8K $379M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
300
+ 1.35%
$21.9 - $25.54 $6.57K - $7.66K
22.6K $577M
DISV
Dimensional ETF Tr Dimensional

ETFs
138
+ 1.34%
$25.93 - $32.91 $3.58K - $4.54K
10.4K $343M
Activity Summary
Buys All Purchases 114 New Holdings 38 Increased Positions 76 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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