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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.12%
$521.84 - $558.82 $522 - $559
825 $444M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
84
+ 1.94%
$47.07 - $48.75 $3.95K - $4.1K
4.42K $211M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.04K
+ 10.6%
$28.89 - $31.63 $29.9K - $32.8K
10.8K $315M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
517
+ 2.01%
$48.48 - $49.47 $25.1K - $25.6K
26.2K $1.28B
RDVY
First Trust Rising Dividend Ac

ETFs
128
+ 0.3%
$58.65 - $64.37 $7.51K - $8.24K
42.6K $2.52B
QUAL
Ishares Msci Usa Quality Facto

ETFs
37
+ 1.71%
$176.42 - $186.91 $6.53K - $6.92K
2.2K $393M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.3%
$417.69 - $450.94 $1.25K - $1.35K
995 $423M
First Tr Exchng Traded Fd Vi
102
+ 1.48%
N/A
6.99K $212M
DUHP
Dimensional ETF Tr Dimensional

ETFs
317
+ 1.2%
$33.62 - $35.69 $10.7K - $11.3K
26.6K $900M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
347
+ 3.52%
$28.6 - $29.27 $9.92K - $10.2K
10.2K $292M
Angel Oak Funds Trust
13
+ 0.13%
N/A
10.3K $114M
Blackrock ETF Trust Ii
61
+ 1.36%
N/A
4.56K $237M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.07%
$69.58 - $74.87 $139 - $150
3.06K $214M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.77K
+ 200.0%
$25.79 - $80.4 $149K - $464K
8.65K $226M
CGSD
Capital Grp Core Plus Income E
63
+ 0.21%
N/A
30.3K $777M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.33K
+ 6.28%
$119.34 - $127.78 $159K - $170K
22.6K $2.7B
SAND
Sandstorm Gold LTD

Basic Materials
425
+ 1.56%
$5.36 - $6.48 $2.28K - $2.75K
27.7K $154M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
28
+ 0.15%
$35.45 - $40.33 $993 - $1.13K
19.3K $690M
Dimensional ETF Trust
694
+ 3.14%
N/A
22.8K $1.2B
VICI
Vici Properties Inc.

Real Estate
417
+ 5.65%
$28.27 - $33.19 $11.8K - $13.8K
7.79K $228M
TDIV
First Trust Nasdaq Technology

ETFs
13
+ 0.11%
$78.03 - $82.13 $1.01K - $1.07K
11.8K $925M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
1K
+ 2.03%
$3.76 - $4.47 $3.76K - $4.47K
50.2K $189M
PANW
Palo Alto Networks Inc

Technology
851
+ 77.01%
$181.96 - $405.9 $155K - $345K
1.96K $356M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
29
+ 0.25%
$26.16 - $28.82 $759 - $836
11.7K $305M
SA
Seabridge Gold Inc

Basic Materials
5.9K
+ 35.17%
$11.27 - $20.51 $66.5K - $121K
22.7K $259M
PSLV
Sprott Physical Silver Trust

Financial Services
9.6K
+ 6.61%
$9.65 - $11.76 $92.6K - $113K
155K $1.49B
PEP
Pepsico Inc

Consumer Defensive
66
+ 3.53%
$151.29 - $176.1 $9.99K - $11.6K
1.94K $295M
VLO
Valero Energy Corp

Energy
2
+ 0.1%
$118.59 - $144.02 $237 - $288
2K $245M
FEP
First Trust Europe Alphadex Fu

ETFs
42
+ 0.49%
$35.46 - $38.46 $1.49K - $1.62K
8.65K $310M
DIHP
Dimensional ETF Tr Dimensional

ETFs
48
+ 0.42%
$25.15 - $27.57 $1.21K - $1.32K
11.5K $290M
GE
General Electric CO

Industrials
1
+ 0.08%
$159.95 - $194.23 $160 - $194
1.29K $216M
VZ
Verizon Communications Inc

Communication Services
158
+ 2.18%
$39.6 - $45.21 $6.26K - $7.14K
7.4K $296M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.33K
+ 167.62%
$26.93 - $84.95 $144K - $453K
8.51K $233M
FDL
First Tr Morningstar Dividend

ETFs
100
+ 0.38%
$39.59 - $43.95 $3.96K - $4.4K
26.8K $1.08B
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.09K
+ 3.35%
$25.61 - $28.0 $27.9K - $30.5K
33.6K $868M
O
Realty Income Corp

Real Estate
186
+ 2.87%
$51.76 - $64.71 $9.63K - $12K
6.68K $357M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
256
+ 1.27%
$50.06 - $55.0 $12.8K - $14.1K
20.5K $1.03B
FTCS
First Trust Capital Strength E

ETFs
115
+ 0.36%
$87.62 - $94.03 $10.1K - $10.8K
32.2K $2.83B
WPM
Wheaton Precious Metals Corp.

Basic Materials
155
+ 0.58%
$56.08 - $68.53 $8.69K - $10.6K
26.7K $1.5B
PSEC
Prospect Capital Corp

Financial Services
4.4K
+ 1.66%
$4.16 - $5.34 $18.3K - $23.5K
270K $1.16B
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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