Tfc Financial Management Purchases in Q4 2024

Tfc Financial Management

  • $631 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.23K
+ 0.77%
$570.51 - $610.59 $1.27M - $1.36M
294K $173M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
39.5K
+ 4.8%
$81.68 - $82.93 $3.22M - $3.27M
861K $70.6M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
16.5K
+ 2.67%
$55.86 - $60.21 $920K - $992K
634K $36.3M
AAPL
Apple Inc.

Technology
1.71K
+ 3.22%
$221.69 - $259.02 $378K - $442K
54.7K $13.7M
TSLA
Tesla, Inc.

Consumer Cyclical
123
+ 1.4%
$213.65 - $479.86 $26.3K - $59K
8.93K $3.61M
MUB
Ishares National Muni Bond ETF

ETFs
8.27K
New
$105.78 - $108.7 $875K - $899K
8.27K $880K
IEMG
Ishares Inc

ETFs
15.1K
+ 3.57%
N/A
439K $23.5M
JPM
Jpmorgan Chase & CO

Financial Services
2.13K
+ 46.67%
$205.18 - $250.29 $438K - $534K
6.7K $1.61M
AMZN
Amazon Com Inc

Consumer Cyclical
261
+ 2.0%
$180.88 - $232.93 $47.2K - $60.8K
13.3K $2.92M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.35K
New
$96.64 - $101.23 $420K - $440K
4.35K $421K
CVX
Chevron Corp

Energy
1.35K
+ 118.82%
$141.15 - $162.53 $190K - $219K
2.48K $358K
GOOGL
Alphabet Inc.

Communication Services
41
+ 0.52%
$161.86 - $196.66 $6.64K - $8.06K
7.89K $1.49M
IWV
Ishares Russell 3000 ETF

ETFs
375
New
$323.08 - $349.08 $121K - $131K
375 $125K
CSCO
Cisco Systems, Inc.

Technology
1.4K
+ 42.82%
$52.45 - $60.02 $73.5K - $84.1K
4.68K $276K
LLY
Eli Lilly & CO

Healthcare
182
+ 52.0%
$727.2 - $932.06 $132K - $170K
532 $410K
CRM
Salesforce, Inc.

Technology
50
+ 4.12%
$270.87 - $367.87 $13.5K - $18.4K
1.26K $422K
SUB
Ishares Short Term National Mu

ETFs
800
New
$104.94 - $106.2 $84K - $85K
800 $84K
RTX
Raytheon Technologies Corp

Industrials
726
+ 59.61%
$114.45 - $127.21 $83.1K - $92.4K
1.94K $224K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.04%
$370.24 - $418.94 $370 - $419
2.58K $1.04M
PSX
Phillips 66

Energy
572
+ 266.05%
$110.35 - $138.93 $63.1K - $79.5K
787 $89K
DIS
Walt Disney CO

Communication Services
6
+ 0.18%
$92.39 - $117.6 $554 - $706
3.43K $381K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
6.59K
+ 4.75%
$18.36 - $19.53 $121K - $129K
145K $2.67M
CVLT
Commvault Systems Inc

Technology
300
+ 294.12%
$132.26 - $177.6 $39.7K - $53.3K
402 $60K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.35%
$486.1 - $608.57 $972 - $1.22K
566 $324K
SMR
Nuscale Power Corp

Industrials
96
+ 1.5%
$11.69 - $30.21 $1.12K - $2.9K
6.5K $116K
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.13%
$567.81 - $607.81 $2.27K - $2.43K
3.03K $1.78M
T
At&T Inc.

Communication Services
1.5K
+ 44.84%
$21.22 - $23.88 $31.8K - $35.8K
4.84K $110K
VBK
Vanguard Small Cap Growth ETF

ETFs
91
+ 20.73%
$264.18 - $304.19 $24K - $27.7K
530 $148K
META
Meta Platforms, Inc.

Communication Services
13
+ 1.02%
$554.08 - $632.68 $7.2K - $8.22K
1.28K $756K
BP
Bp PLC

Energy
1K
+ 1754.39%
$28.16 - $33.14 $28.2K - $33.1K
1.06K $31K
VV
Vanguard Large Cap ETF

ETFs
16
+ 0.46%
$260.27 - $280.65 $4.16K - $4.49K
3.5K $944K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.18%
$521.84 - $558.82 $2.09K - $2.24K
2.25K $1.21M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.11%
$873.59 - $994.69 $874 - $995
908 $831K
ORCL
Oracle Corp

Technology
120
+ 129.03%
$165.41 - $192.43 $19.8K - $23.1K
213 $35K
APP
App Lovin Corp

Technology
18
+ 26.47%
$130.67 - $401.5 $2.35K - $7.23K
86 $27K
BSX
Boston Scientific Corp

Healthcare
210
+ 308.82%
$83.62 - $91.5 $17.6K - $19.2K
278 $24K
MU
Micron Technology Inc

Technology
220
+ 733.33%
$84.16 - $113.41 $18.5K - $25K
250 $21K
CME
Cme Group Inc.

Financial Services
46
+ 8.42%
$221.17 - $246.02 $10.2K - $11.3K
592 $137K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
700
New
$21.66 - $22.69 $15.2K - $15.9K
700 $15K
CRDO
Credo Technology Group Holding LTD

Technology
127
+ 73.84%
$30.16 - $77.25 $3.83K - $9.81K
299 $20K
AMP
Ameriprise Financial Inc

Financial Services
28
+ 254.55%
$473.15 - $574.01 $13.2K - $16.1K
39 $20K
BMY
Bristol Myers Squibb CO

Healthcare
25
+ 0.94%
$51.92 - $59.94 $1.3K - $1.5K
2.68K $151K
GLW
Corning Inc

Technology
119
+ 3.76%
$44.11 - $49.76 $5.25K - $5.92K
3.28K $155K
JXN
Jackson Financial Inc.

Financial Services
150
New
$84.91 - $113.74 $12.7K - $17.1K
150 $13K
AIG
American International Group, Inc.

Financial Services
160
+ 727.27%
$70.0 - $79.22 $11.2K - $12.7K
182 $13K
ETN
Eaton Corp PLC

Industrials
34
+ 4.74%
$326.96 - $377.52 $11.1K - $12.8K
752 $249K
QFIN
360 Digi Tech, Inc.

Financial Services
132
+ 18.99%
$29.37 - $39.79 $3.88K - $5.25K
827 $31K
SYF
Synchrony Financial

Financial Services
170
+ 5666.67%
$49.01 - $68.55 $8.33K - $11.7K
173 $11K
ALL
Allstate Corp

Financial Services
55
+ 137.5%
$181.25 - $208.2 $9.97K - $11.5K
95 $18K
Activity Summary
Buys All Purchases 194 New Holdings 45 Increased Positions 149 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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