TCFG WEALTH MANAGEMENT, LLC Q1 2025 Filing

Filed April 17, 2025

Portfolio Value

$199.2B

Holdings

238

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (238 positions)

#StockSharesValue% PortfolioType
101
SHOPSHOPIFY INC
5,562$531.1M0.27%
102
BUFGFIRST TR EXCHNG TRADED FD VI
22,297$530.4M0.27%
103
ENBENBRIDGE INC
11,825$523.4M0.26%
104
ORCLORACLE CORP
3,670$513.1M0.26%
105
SPHQINVESCO EXCHANGE TRADED FD T
7,565$501.9M0.25%
106
DISDISNEY WALT CO
5,040$497.4M0.25%
107
VCSHVANGUARD SCOTTSDALE FDS
5,894$465.3M0.23%
108
TIPISHARES TR
4,148$460.8M0.23%
109
CGUSCAPITAL GROUP CORE EQUITY ET
13,702$457.7M0.23%
110
RSPTINVESCO EXCHANGE TRADED FD T
13,362$457.0M0.23%
111
USAIPACER FDS TR
10,960$450.5M0.23%
112
FYTFIRST TR EXCHANGE-TRADED ALP
9,009$448.0M0.22%
113
UBERUBER TECHNOLOGIES INC
6,130$446.6M0.22%
114
FTDSFIRST TR EXCHANGE-TRADED FD
8,630$439.4M0.22%
115
SMHVANECK ETF TRUST
2,060$435.6M0.22%
116
TAT&T INC
15,285$432.3M0.22%
117
VOOVANGUARD INDEX FDS
816$419.2M0.21%
118
TTDTHE TRADE DESK INC
7,610$416.4M0.21%
119
AGXARGAN INC
3,165$415.2M0.21%
120
NFLXNETFLIX INC
442$412.2M0.21%
121
SYKSTRYKER CORPORATION
1,103$410.7M0.21%
122
FANGDIAMONDBACK ENERGY INC
2,534$405.1M0.20%
123
JEPIJ P MORGAN EXCHANGE TRADED F
7,074$404.2M0.20%
124
FPXFIRST TR EXCHANGE-TRADED FD
3,559$397.7M0.20%
125
FNXFIRST TR MID CAP CORE ALPHAD
3,647$397.4M0.20%
126
ETENERGY TRANSFER L P
21,370$397.3M0.20%
127
RDVIFIRST TR EXCHANGE-TRADED FD
16,729$396.8M0.20%
128
WMTWALMART INC
4,513$396.2M0.20%
129
OREALTY INCOME CORP
6,815$395.3M0.20%
130
BACBANK AMERICA CORP
9,474$395.3M0.20%
131
VUGVANGUARD INDEX FDS
1,063$394.2M0.20%
132
AXONAXON ENTERPRISE INC
738$388.2M0.19%
133
CATCATERPILLAR INC
1,162$383.3M0.19%
134
PPLPEMBINA PIPELINE CORP
9,421$377.1M0.19%
135
COWZPACER FDS TR
6,885$377.0M0.19%
136
KHCKRAFT HEINZ CO
12,384$376.8M0.19%
137
QUALISHARES TR
2,204$376.7M0.19%
138
DEEDFIRST TR EXCHNG TRADED FD VI
17,714$374.5M0.19%
139
KLACKLA CORP
541$367.8M0.18%
140
MCDMCDONALDS CORP
1,143$357.1M0.18%
141
FSMBFIRST TR EXCH TRADED FD III
17,967$357.0M0.18%
142
SHYISHARES TR
4,283$354.3M0.18%
143
FEPFIRST TR EXCH TRD ALPHDX FD
8,647$353.0M0.18%
144
ANGLVANECK ETF TRUST
12,225$352.8M0.18%
145
JXNJACKSON FINANCIAL INC
4,207$352.5M0.18%
146
BXBLACKSTONE INC
2,495$348.8M0.18%
147
RTXRTX CORPORATION
2,625$347.7M0.17%
148
UNHUNITEDHEALTH GROUP INC
656$343.5M0.17%
149
BABOEING CO
2,000$341.1M0.17%
150
ICOWPACER FDS TR
10,816$339.7M0.17%
151
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,045$339.5M0.17%
152
FTSMFIRST TR EXCHANGE-TRADED FD
5,663$338.9M0.17%
153
PFXFVANECK ETF TRUST
19,851$332.7M0.17%
154
PHPARKER-HANNIFIN CORP
546$331.9M0.17%
155
OKLOOKLO INC
15,330$331.6M0.17%
156
DWDMORGAN STANLEY
2,827$329.9M0.17%
157
COWGPACER FDS TR
10,630$327.3M0.16%
158
SDOGALPS ETF TR
5,547$322.3M0.16%
159
STIPISHARES TR
3,048$315.3M0.16%
160
AMGNAMGEN INC
1,007$313.6M0.16%
161
DFEMDIMENSIONAL ETF TRUST
11,729$310.4M0.16%
162
OBDCBLUE OWL CAPITAL CORPORATION
21,155$310.1M0.16%
163
PANWPALO ALTO NETWORKS INC
1,808$308.5M0.15%
164
PNQIINVESCO EXCHANGE TRADED FD T
6,986$308.3M0.15%
165
CALFPACER FDS TR
8,195$307.3M0.15%
166
DSEPFIRST TR EXCHNG TRADED FD VI
7,627$302.6M0.15%
167
CRMSALESFORCE INC
1,118$299.9M0.15%
168
DISVDIMENSIONAL ETF TRUST
10,291$299.7M0.15%
169
SHVISHARES TR
2,700$298.2M0.15%
170
RRYDER SYS INC
2,062$296.5M0.15%
171
FABFIRST TR MULTI CP VAL ALPHA
3,701$294.3M0.15%
172
FBNDFIDELITY MERRIMACK STR TR
6,368$290.7M0.15%
173
MTUMISHARES TR
1,433$289.7M0.15%
174
DONSPDR DOW JONES INDL AVERAGE
688$288.9M0.15%
175
SGOLETFS GOLD TR
9,668$288.3M0.14%
176
KRKROGER CO
4,227$286.1M0.14%
177
DIHPDIMENSIONAL ETF TRUST
10,589$285.3M0.14%
178
MIGAMICROSTRATEGY INC
986$284.2M0.14%
179
NXENEXGEN ENERGY LTD
63,000$282.9M0.14%
180
DFSDDIMENSIONAL ETF TRUST
5,849$277.9M0.14%
181
VICIVICI PPTYS INC
8,447$275.6M0.14%
182
FTCFIRST TRUST LRGCP GWT ALPHAD
2,063$271.1M0.14%
183
SEASEABRIDGE GOLD INC
22,975$268.1M0.13%
184
FSKFS KKR CAP CORP
12,724$266.6M0.13%
185
VLOVALERO ENERGY CORP
2,017$266.4M0.13%
186
APPAPPLOVIN CORP
1,002$265.5M0.13%
187
CRWDCROWDSTRIKE HLDGS INC
752$265.1M0.13%
188
JAAAJANUS DETROIT STR TR
5,226$265.0M0.13%
189
IWFISHARES TR
717$258.9M0.13%
190
LMTLOCKHEED MARTIN CORP
579$258.8M0.13%
191
TMUST-MOBILE US INC
968$258.2M0.13%
192
CITHE CIGNA GROUP
784$258.1M0.13%
193
DFGXDIMENSIONAL ETF TRUST
4,901$256.1M0.13%
194
DFCFDIMENSIONAL ETF TRUST
6,060$254.9M0.13%
195
WCNWASTE CONNECTIONS INC
1,292$251.9M0.13%
196
PAYXPAYCHEX INC
1,632$251.8M0.13%
197
IWDISHARES TR
1,327$249.7M0.13%
198
ACNACCENTURE PLC IRELAND
785$245.0M0.12%
199
SCHDSCHWAB STRATEGIC TR
8,755$244.8M0.12%
200
GEGE AEROSPACE
1,194$239.0M0.12%
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