Tfc Financial Management Reduced Holdings in Q4 2024

Tfc Financial Management

  • $631 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-100
- 40.0%
$236.59 - $257.5 $23.7K - $25.8K
150 $36K
XYL
Xylem Inc.

Industrials
-25
- 2.26%
$116.02 - $137.45 $2.9K - $3.44K
1.08K $125K
BA
Boeing CO

Industrials
-225
- 33.09%
$138.14 - $180.72 $31.1K - $40.7K
455 $80K
UNP
Union Pacific Corp

Industrials
-61
- 12.37%
$223.15 - $249.32 $13.6K - $15.2K
432 $98K
MCD
Mcdonalds Corp

Consumer Cyclical
-23
- 2.11%
$288.47 - $316.54 $6.63K - $7.28K
1.07K $308K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-46
- 0.43%
$176.42 - $186.91 $8.12K - $8.6K
10.7K $1.91M
EL
Estee Lauder Companies Inc

Consumer Defensive
-146
- 48.34%
$62.74 - $97.24 $9.16K - $14.2K
156 $11K
TXN
Texas Instruments Inc

Technology
-99
- 28.45%
N/A
249 $48K
VRSK
Verisk Analytics, Inc.

Industrials
-78
- 17.37%
$262.86 - $294.75 $20.5K - $23K
371 $102K
CDW
Cdw Corp

Technology
-40
- 20.51%
$171.49 - $225.64 $6.86K - $9.03K
155 $26K
LMT
Lockheed Martin Corp

Industrials
-15
- 15.0%
$479.66 - $614.62 $7.19K - $9.22K
85 $41K
VZ
Verizon Communications Inc

Communication Services
-21
- 0.61%
$39.6 - $45.21 $832 - $949
3.4K $136K
ABT
Abbott Laboratories

Healthcare
-83
- 1.09%
$111.93 - $119.39 $9.29K - $9.91K
7.57K $855K
HON
Honeywell International Inc

Industrials
-123
- 18.2%
$202.84 - $236.0 $24.9K - $29K
553 $124K
ECL
Ecolab Inc.

Basic Materials
-36
- 12.68%
$234.32 - $261.43 $8.44K - $9.41K
248 $58K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
-571
- 33.33%
$25.57 - $30.9 $14.6K - $17.6K
1.14K $31K
ENPH
Enphase Energy, Inc.

Technology
-114
- 92.68%
$59.52 - $111.18 $6.79K - $12.7K
9 $0
CB
Chubb LTD

Financial Services
-35
- 14.58%
$271.57 - $301.89 $9.5K - $10.6K
205 $56K
MSI
Motorola Solutions, Inc.

Technology
-29
- 23.02%
$449.08 - $504.6 $13K - $14.6K
97 $44K
ATR
Aptargroup, Inc.

Healthcare
-50
- 3.65%
$156.73 - $176.15 $7.84K - $8.81K
1.32K $207K
VXF
Vanguard Extended Market ETF

ETFs
-499
- 4.81%
$179.17 - $207.15 $89.4K - $103K
9.88K $1.88M
CMCSA
Comcast Corp

Communication Services
-253
- 46.85%
$37.39 - $45.14 $9.46K - $11.4K
287 $10K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-80
- 4.44%
$126.68 - $134.74 $10.1K - $10.8K
1.72K $219K
PWR
Quanta Services, Inc.

Industrials
-52
- 20.39%
$296.05 - $346.6 $15.4K - $18K
203 $64K
A
Agilent Technologies, Inc.

Healthcare
-45
- 14.11%
$125.69 - $146.56 $5.66K - $6.6K
274 $36K
ILMN
Illumina, Inc.

Healthcare
-85
- 94.44%
$128.99 - $155.15 $11K - $13.2K
5 $0
AMAT
Applied Materials Inc

Technology
-1
- 0.37%
$161.44 - $213.89 $161 - $214
271 $44K
AZO
Autozone Inc

Consumer Cyclical
-3
- 42.86%
$2981.19 - $3370.27 $8.94K - $10.1K
4 $12K
NKE
Nike, Inc.

Consumer Cyclical
-93
- 46.27%
$73.36 - $89.13 $6.82K - $8.29K
108 $8K
PGR
Progressive Corp

Financial Services
-25
- 12.5%
$239.6 - $268.88 $5.99K - $6.72K
175 $41K
CRSP
Crispr Therapeutics Ag

Healthcare
-80
- 10.55%
$38.65 - $55.15 $3.09K - $4.41K
678 $26K
NVS
Novartis Ag

Healthcare
-39
- 14.77%
$96.78 - $117.18 $3.77K - $4.57K
225 $21K
TER
Teradyne, Inc

Technology
-26
- 3.32%
$102.58 - $133.62 $2.67K - $3.47K
757 $95K
KLAC
Kla Corp

Technology
-7
- 25.0%
$614.46 - $829.55 $4.3K - $5.81K
21 $13K
VRT
Vertiv Holdings CO

Industrials
-99
- 8.51%
N/A
1.06K $92K
COP
Conocophillips

Energy
-41
- 6.13%
$95.12 - $114.72 $3.9K - $4.7K
628 $62K
ALGN
Align Technology Inc

Healthcare
-29
- 72.5%
$205.03 - $245.32 $5.95K - $7.11K
11 $2K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-181
- 14.62%
$172.07 - $207.36 $31.1K - $37.5K
1.06K $208K
MCO
Moodys Corp

Financial Services
-15
- 6.49%
$454.04 - $500.88 $6.81K - $7.51K
216 $102K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-32
- 65.31%
$193.7 - $235.05 $6.2K - $7.52K
17 $3K
PARA
Paramount Global

Communication Services
-578
- 89.47%
$10.27 - $11.57 $5.94K - $6.69K
68 $0
ICE
Intercontinental Exchange, Inc.

Financial Services
-25
- 13.16%
$148.29 - $166.93 $3.71K - $4.17K
165 $24K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-7
- 10.29%
$1146.59 - $1270.6 $8.03K - $8.89K
61 $72K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-167
- 58.8%
$27.09 - $32.06 $4.52K - $5.35K
117 $3K
DCI
Donaldson CO Inc

Industrials
-43
- 13.96%
$67.28 - $78.27 $2.89K - $3.37K
265 $17K
TDY
Teledyne Technologies Inc

Technology
-12
- 63.16%
$436.59 - $489.24 $5.24K - $5.87K
7 $3K
AXP
American Express CO

Financial Services
-105
- 10.22%
$267.35 - $305.57 $28.1K - $32.1K
922 $273K
APD
Air Products & Chemicals, Inc.

Basic Materials
-6
- 1.66%
$285.5 - $335.62 $1.71K - $2.01K
355 $102K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-30
- 4.24%
$101.77 - $113.02 $3.05K - $3.39K
677 $71K
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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