Tcg Advisory Services, LLC Incresed Positions in Q3 2024

Tcg Advisory Services, LLC

  • $2.23 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
7.31K
+ 1.05%
$207.23 - $234.82 $1.51M - $1.72M
701K $163M
LLY
Eli Lilly & CO

Healthcare
13.3K
+ 180.87%
$772.14 - $960.02 $10.2M - $12.7M
20.6K $18.2M
VTI
Vanguard Total Stock Market Et

ETFs
22.6K
+ 8.15%
$255.18 - $283.2 $5.76M - $6.39M
299K $84.8M
AVLV
American Centy ETF Tr Avantis
82K
+ 8.28%
$60.05 - $65.83 $4.92M - $5.4M
1.07M $70.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
106K
+ 79.94%
$60.84 - $67.51 $6.48M - $7.19M
240K $16.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
90K
+ 10.92%
$44.65 - $47.21 $4.02M - $4.25M
914K $42.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.13K
+ 31.86%
$517.38 - $573.86 $4.2M - $4.66M
33.6K $19.3M
NVDA
Nvidia Corp

Technology
63.8K
+ 5.23%
$98.91 - $134.91 $6.31M - $8.6M
1.28M $156M
AVEM
American Centy ETF Tr Avantis

ETFs
45.7K
+ 8.94%
$57.2 - $65.59 $2.61M - $3M
557K $36M
VTV
Vanguard Value ETF

ETFs
13.7K
+ 8.53%
$159.75 - $174.57 $2.19M - $2.39M
174K $30.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
42.8K
+ 8.89%
$54.98 - $59.51 $2.35M - $2.55M
524K $31.2M
PH
Parker Hannifin Corp

Industrials
5.68K
+ 536.54%
$501.01 - $635.92 $2.85M - $3.61M
6.74K $4.26M
AVDE
American Centy ETF Tr Avantis

ETFs
28K
+ 8.1%
$60.09 - $67.67 $1.68M - $1.89M
374K $25M
UNH
Unitedhealth Group Inc

Healthcare
1.12K
+ 3.09%
$488.01 - $604.18 $547K - $677K
37.4K $21.9M
DHI
Horton D R Inc

Consumer Cyclical
1.56K
+ 2.65%
$135.21 - $197.06 $211K - $307K
60.4K $11.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.34K
+ 19.04%
$405.19 - $478.57 $1.76M - $2.08M
27.1K $12.5M
MCD
Mcdonalds Corp

Consumer Cyclical
2.29K
+ 5.09%
$245.82 - $304.51 $563K - $698K
47.3K $14.4M
META
Meta Platforms, Inc.

Communication Services
1.78K
+ 6.58%
$453.41 - $572.44 $808K - $1.02M
28.9K $16.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
722
+ 0.93%
$475.2 - $527.7 $343K - $381K
78.3K $41.3M
NEE
Nextera Energy Inc

Utilities
10.3K
+ 9.64%
$69.9 - $84.97 $719K - $874K
117K $9.89M
ABBV
Abb Vie Inc.

Healthcare
2.9K
+ 4.55%
$163.84 - $199.33 $474K - $577K
66.5K $13.1M
LMT
Lockheed Martin Corp

Industrials
690
+ 4.79%
$460.3 - $584.56 $318K - $403K
15.1K $8.82M
XYLD
Global X Fds S&P 500 Covered C

ETFs
42.4K
+ 13.67%
$38.49 - $41.61 $1.63M - $1.76M
352K $14.6M
AVGO
Broadcom Inc.

Technology
83.4K
+ 970.87%
$136.27 - $1745.86 $11.4M - $146M
92K $15.9M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
94.5K
+ 12.14%
$16.42 - $18.12 $1.55M - $1.71M
873K $15.8M
TXN
Texas Instruments Inc

Technology
10.1K
+ 338.65%
$194.6 - $194.6 $1.97M - $1.97M
13.1K $2.55M
RYLD
Global X Fds Russell 2000 Cove

ETFs
113K
+ 21.61%
$15.22 - $16.33 $1.73M - $1.85M
638K $10.3M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
31.3K
+ 7.35%
$26.43 - $29.86 $827K - $934K
457K $13.5M
OWL
Blue Owl Capital Inc.

Financial Services
26.3K
+ 3.35%
$15.81 - $19.83 $415K - $521K
810K $15.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
14.7K
+ 8.96%
$59.25 - $65.33 $872K - $961K
179K $11.6M
AVUV
American Centy ETF Tr Avantis

ETFs
10.6K
+ 9.3%
$88.24 - $99.7 $935K - $1.06M
125K $11.9M
JPM
Jpmorgan Chase & CO

Financial Services
2.7K
+ 2.08%
$194.9 - $224.8 $527K - $608K
133K $28M
MELI
Mercadolibre Inc

Consumer Cyclical
66
+ 1.94%
$1591.44 - $2140.1 $105K - $141K
3.47K $7.12M
HD
Home Depot, Inc.

Consumer Cyclical
1.46K
+ 9.97%
$333.64 - $405.2 $486K - $590K
16.1K $6.51M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.14K
+ 5.35%
$162.64 - $179.3 $673K - $742K
81.4K $14.6M
JCPB
J P Morgan Exchange Traded Fd

ETFs
14.7K
+ 4.45%
$45.87 - $48.53 $675K - $714K
346K $16.7M
PLD
Prologis, Inc.

Real Estate
5.11K
+ 11.36%
$111.95 - $132.43 $572K - $677K
50.1K $6.33M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
23.4K
+ 22.19%
$49.7 - $56.11 $1.16M - $1.31M
129K $7.06M
JNJ
Johnson & Johnson

Healthcare
1.88K
+ 3.91%
$145.48 - $167.38 $274K - $315K
49.9K $8.09M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.67K
+ 1.52%
$66.31 - $74.08 $177K - $198K
178K $13.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
18.5K
+ 330.25%
$49.83 - $62.75 $922K - $1.16M
24.1K $1.39M
ONON
On Holding Ag

Consumer Cyclical
5.79K
+ 9.98%
$36.63 - $51.57 $212K - $299K
63.8K $3.2M
AOM
Ishares Tr Core Moderate Alloc

ETFs
10.1K
+ 4.53%
$42.66 - $45.18 $430K - $455K
232K $10.5M
AMT
American Tower Corp

Real Estate
288
+ 1.39%
$192.27 - $242.73 $55.4K - $69.9K
20.9K $4.87M
V
Visa Inc.

Financial Services
1.34K
+ 3.55%
$253.74 - $291.56 $341K - $391K
39.1K $10.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.62K
+ 33.18%
$147.95 - $191.05 $684K - $883K
18.5K $3.22M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
310
+ 0.35%
$27.14 - $35.2 $8.41K - $10.9K
88.4K $3.1M
AZN
Astrazeneca PLC

Healthcare
8.77K
+ 11.32%
$76.67 - $87.62 $672K - $768K
86.2K $6.72M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
21.6K
+ 5.47%
$19.2 - $19.82 $416K - $429K
417K $8.23M
Activity Summary
Buys All Purchases 299 New Holdings 61 Increased Positions 238 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 35 Puts 2
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