Tcg Advisory Services, LLC Incresed Positions in Q2 2024

Tcg Advisory Services, LLC

  • $2 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
582
+ 2.9%
$171.0 - $200.41 $99.5K - $117K
20.7K $4.01M
BCS
Barclays PLC

Financial Services
3.05K
+ 22.5%
$9.0 - $11.41 $27.5K - $34.8K
16.6K $177K
AVUS
American Centy ETF Tr Avantis

ETFs
436
+ 4.03%
$84.59 - $90.63 $36.9K - $39.5K
11.3K $1.02M
VMO
Invesco Municipal Opportunity Trust

Financial Services
891
+ 0.85%
$9.24 - $10.11 $8.23K - $9.01K
105K $1.06M
UL
Unilever PLC

Consumer Defensive
330
+ 6.21%
$46.47 - $56.38 $15.3K - $18.6K
5.65K $310K
TJX
Tjx Companies Inc

Consumer Cyclical
121
+ 3.95%
$92.66 - $111.05 $11.2K - $13.4K
3.19K $350K
ZTS
Zoetis Inc.

Healthcare
199
+ 16.17%
$145.54 - $178.83 $29K - $35.6K
1.43K $247K
KR
Kroger CO

Consumer Defensive
1.43K
+ 30.08%
$49.37 - $57.82 $70.7K - $82.8K
6.19K $309K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.02K
+ 18.46%
$37.62 - $40.69 $38.4K - $41.5K
6.55K $255K
FNDE
Schwab Fundamental Emerging Mk

ETFs
465
+ 3.94%
$27.2 - $30.7 $12.6K - $14.3K
12.3K $362K
F
Ford Motor CO

Consumer Cyclical
4.08K
+ 16.15%
$11.56 - $13.65 $47.2K - $55.7K
29.4K $368K
SCHC
Schwab Strategic Tr Intl Small

ETFs
952
+ 12.94%
$34.12 - $36.71 $32.5K - $34.9K
8.31K $295K
SPG
Simon Property Group Inc

Real Estate
593
+ 4.71%
$140.18 - $153.78 $83.1K - $91.2K
13.2K $2M
ADP
Automatic Data Processing Inc

Industrials
180
+ 16.17%
$237.3 - $254.02 $42.7K - $45.7K
1.29K $308K
VEA
Vanguard Ftse Developed Market

ETFs
869
+ 4.11%
$47.83 - $51.21 $41.6K - $44.5K
22K $1.09M
WM
Waste Management Inc

Industrials
121
+ 3.18%
$200.55 - $213.34 $24.3K - $25.8K
3.93K $838K
MGV
Vanguard Mega Cap Value

ETFs
229
+ 9.25%
$113.61 - $120.34 $26K - $27.6K
2.7K $320K
PFN
Pimco Income Strategy Fund Ii

Financial Services
7.17K
+ 7.05%
$7.01 - $7.53 $50.3K - $54K
109K $780K
LYG
Lloyds Banking Group PLC

Financial Services
6.62K
+ 34.93%
$2.45 - $2.84 $16.2K - $18.8K
25.6K $69K
ZS
Zscaler, Inc.

Technology
104
+ 8.31%
$156.65 - $192.19 $16.3K - $20K
1.36K $260K
DAL
Delta Air Lines, Inc.

Industrials
429
+ 6.49%
$45.88 - $53.26 $19.7K - $22.8K
7.04K $334K
GILD
Gilead Sciences, Inc.

Healthcare
657
+ 10.04%
$63.15 - $72.88 $41.5K - $47.9K
7.2K $494K
FNDX
Schwab Fundamental U S Large C

ETFs
250
+ 3.92%
$63.87 - $67.55 $16K - $16.9K
6.62K $443K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
321
+ 5.67%
$44.15 - $45.75 $14.2K - $14.7K
5.98K $271K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
50
+ 0.13%
$30.09 - $32.37 $1.5K - $1.62K
37.9K $1.22M
HIG
Hartford Financial Services Group, Inc.

Financial Services
190
+ 6.22%
$95.3 - $104.42 $18.1K - $19.8K
3.24K $326K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
424
+ 3.85%
$37.19 - $39.82 $15.8K - $16.9K
11.4K $439K
PEAK
Healthpeak Properties, Inc.

Real Estate
336
+ 2.97%
$17.82 - $19.34 $5.99K - $6.5K
11.7K $221K
IVE
Ishares S&P 500 Value ETF

ETFs
131
+ 4.04%
$176.58 - $186.7 $23.1K - $24.5K
3.38K $614K
IBM
International Business Machines Corp

Technology
556
+ 11.4%
$164.43 - $190.9 $91.4K - $106K
5.43K $939K
LOW
Lowes Companies Inc

Consumer Cyclical
304
+ 17.74%
$214.27 - $249.28 $65.1K - $75.8K
2.02K $444K
VLO
Valero Energy Corp

Energy
359
+ 9.79%
$148.38 - $183.39 $53.3K - $65.8K
4.03K $631K
DE
Deere & CO

Industrials
104
+ 11.95%
$364.98 - $414.02 $38K - $43.1K
974 $363K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
380
+ 4.95%
$56.43 - $60.79 $21.4K - $23.1K
8.06K $471K
CMI
Cummins Inc

Industrials
68
+ 7.8%
$266.48 - $302.86 $18.1K - $20.6K
940 $260K
NOC
Northrop Grumman Corp

Industrials
167
+ 10.37%
$423.42 - $488.06 $70.7K - $81.5K
1.78K $774K
CHKP
Check Point Software Technologies LTD

Technology
9
+ 0.26%
$146.79 - $165.0 $1.32K - $1.49K
3.51K $578K
PIM
Putnam Master Intermediate Income Trust

Financial Services
351
+ 0.44%
$3.07 - $3.23 $1.08K - $1.13K
79.3K $256K
FNDA
Schwab Fundamental U S Small C

ETFs
217
+ 5.15%
$52.82 - $57.21 $11.5K - $12.4K
4.43K $243K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
53
+ 0.46%
$50.57 - $50.75 $2.68K - $2.69K
11.6K $586K
AMD
Advanced Micro Devices Inc

Technology
1.92K
+ 11.33%
$144.27 - $183.34 $277K - $352K
18.9K $3.06M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
26
+ 0.21%
$10.01 - $10.82 $260 - $281
12.4K $133K
DFAX
Dimensional ETF Tr
50
+ 0.51%
$24.57 - $26.36 $1.23K - $1.32K
9.81K $249K
Pimco ETF Tr
792K
+ 1497.31%
N/A
845K $0
Natwest Group PLC
3.81K
+ 27.62%
N/A
17.6K $0
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.12%
$57.86 - $62.21 $231 - $249
3.38K $203K
Fidelity Covington Trust
338
+ 2.83%
N/A
12.3K $0
Vanguard Malvern Fds
64.5K
+ 65.16%
N/A
163K $0
Annaly Capital Management In
1.67K
+ 4.88%
N/A
36K $0
Activity Summary
Buys All Purchases 309 New Holdings 44 Increased Positions 265 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 33 Puts 2
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