Tcfg Wealth Management, LLC Incresed Positions in Q4 2024

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
79
+ 0.28%
$180.88 - $232.93 $14.3K - $18.4K
27.9K $6.13B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.1K
+ 25.89%
$53.94 - $58.15 $708K - $763K
63.8K $3.6B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
5.36K
+ 121.27%
$99.0 - $99.5 $531K - $533K
9.78K $970M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
9.51K
+ 29.24%
N/A
42K $2.1B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
10.6K
+ 169.79%
$43.84 - $48.76 $466K - $518K
16.9K $743M
PLTR
Palantir Technologies Inc.

Technology
1.67K
+ 31.04%
$36.46 - $82.38 $61K - $138K
7.06K $534M
UYLD
Angel Oak Fds Tr Ultrashort In
5.8K
+ 5.02%
N/A
121K $6.19B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
676
+ 19.28%
$442.29 - $483.08 $299K - $327K
4.18K $1.9B
GOOG
Alphabet Inc.

Communication Services
288
+ 2.97%
$163.08 - $198.16 $47K - $57.1K
9.99K $1.9B
ETN
Eaton Corp PLC

Industrials
700
+ 52.59%
$326.96 - $377.52 $229K - $264K
2.03K $674M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.05K
+ 49.58%
$73.49 - $86.09 $151K - $176K
6.19K $476M
EPD
Enterprise Products Partners L.P.

Energy
1.03K
+ 1.73%
$28.66 - $34.43 $29.6K - $35.6K
60.7K $1.9B
ENB
Enbridge Inc

Energy
3.16K
+ 37.27%
$40.4 - $43.92 $127K - $139K
11.6K $493M
WMT
Walmart Inc.

Consumer Defensive
1.29K
+ 40.17%
$79.1 - $95.7 $102K - $124K
4.51K $408M
SHOP
Shopify Inc.

Technology
270
+ 7.53%
$78.14 - $119.49 $21.1K - $32.3K
3.86K $410M
PG
Procter & Gamble CO

Consumer Defensive
913
+ 14.35%
$161.05 - $179.7 $147K - $164K
7.28K $1.22B
AXON
Axon Enterprise, Inc.

Industrials
1
+ 0.17%
$399.22 - $689.78 $399 - $690
577 $343M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.59K
+ 59.15%
$44.87 - $46.86 $116K - $121K
6.96K $312M
DIS
Walt Disney CO

Communication Services
154
+ 3.13%
$92.39 - $117.6 $14.2K - $18.1K
5.08K $565M
QQQ
Invesco Qqq Trust, Series 1

ETFs
32
+ 1.07%
$481.22 - $538.17 $15.4K - $17.2K
3.03K $1.55B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.51K
+ 1.38%
$33.92 - $36.6 $51.2K - $55.2K
111K $3.84B
Dimensional ETF Trust
3.68K
+ 7.54%
N/A
52.5K $2.76B
MO
Altria Group, Inc.

Consumer Defensive
1.34K
+ 18.32%
$49.06 - $57.74 $65.9K - $77.5K
8.67K $454M
EMLP
First Tr Exchange Traded Iv

ETFs
544
+ 2.29%
$33.69 - $38.24 $18.3K - $20.8K
24.3K $866M
Ea Series Trust
107
+ 0.26%
N/A
41.1K $4.53B
BX
Blackstone Inc.

Financial Services
101
+ 4.41%
$148.45 - $199.05 $15K - $20.1K
2.39K $412M
CRWD
Crowd Strike Holdings, Inc.

Technology
10
+ 1.25%
$275.15 - $388.2 $2.75K - $3.88K
807 $276M
FCNCA
First Citizens Bancshares Inc

Financial Services
10
+ 8.7%
$1818.92 - $2353.08 $18.2K - $23.5K
125 $264M
XLK
Technology Sector Spdr

ETFs
146
+ 6.01%
$220.26 - $241.44 $32.2K - $35.3K
2.57K $599M
FXL
First Tr Exchange Traded Fd Fi

ETFs
22
+ 0.5%
$136.18 - $158.26 $3K - $3.48K
4.46K $662M
GLD
Spdr Gold Trust

ETFs
180
+ 5.28%
$236.59 - $257.5 $42.6K - $46.4K
3.59K $869M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
964
+ 5.17%
$29.73 - $30.81 $28.7K - $29.7K
19.6K $597M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
2.14K
+ 13.09%
$19.8 - $20.06 $42.3K - $42.9K
18.5K $366M
MA
Mastercard Inc

Financial Services
1
+ 0.09%
$491.3 - $536.15 $491 - $536
1.12K $591M
Dimensional ETF Trust
779
+ 16.29%
N/A
5.56K $291M
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
47
+ 0.17%
$36.57 - $41.01 $1.72K - $1.93K
28.1K $1.06B
JEPI
J P Morgan Exchange Traded Fd

ETFs
750
+ 10.84%
$57.53 - $60.83 $43.1K - $45.6K
7.67K $441M
CGUS
Capital Group Core Equity ETF
573
+ 4.36%
$33.96 - $36.24 $19.5K - $20.8K
13.7K $479M
RWL
Invesco Exchange Traded Fd Tr

ETFs
300
+ 6.9%
$97.11 - $104.1 $29.1K - $31.2K
4.65K $455M
NXE
Nex Gen Energy Ltd.

Energy
3.7K
+ 6.29%
$6.6 - $8.88 $24.4K - $32.9K
62.5K $412M
DFSD
Dimensional ETF Tr Short Durat

ETFs
703
+ 11.56%
$46.75 - $47.8 $32.9K - $33.6K
6.79K $318M
T
At&T Inc.

Communication Services
569
+ 3.65%
$21.22 - $23.88 $12.1K - $13.6K
16.2K $368M
RYT
Invesco S&P 500 Equal Weight T

ETFs
656
+ 5.15%
N/A
13.4K $501M
JNJ
Johnson & Johnson

Healthcare
554
+ 16.03%
$143.34 - $165.86 $79.4K - $91.9K
4.01K $580M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.63K
+ 6.97%
$42.84 - $45.38 $69.6K - $73.7K
25K $1.07B
DFSV
Dimensional ETF Tr Dimensional

ETFs
519
+ 1.8%
$30.18 - $33.87 $15.7K - $17.6K
29.4K $904M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
635
+ 10.32%
$41.17 - $43.34 $26.1K - $27.5K
6.79K $280M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
167
+ 0.75%
$23.92 - $24.89 $3.99K - $4.16K
22.3K $547M
ORCC
Owl Rock Capital Corp

Financial Services
193
+ 1.18%
N/A
16.5K $249M
Activity Summary
Buys All Purchases 112 New Holdings 21 Increased Positions 91 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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