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Tcfg Wealth Management

Latest statistics and disclosures from Tcfg Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, UYLD, AMZN, MSFT, and represent 22.24% of Tcfg Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BITO, JEPQ, ALB.PA, BILS, TBIL, CALF, OKLO, SMCI, APP, COWG.
Started 21 new stock positions in COWZ, IUSV, COWG, LULU, NOW, MSTR, GEV, APP, CCL, BITO. ALB.PA, SMCI, RECS, SPYG, Liberty Interactive Corp, OKE, JAAA, C, PBA, OKLO, GS.
Reduced shares in these 10 stocks: NEM, FNV, INTC, SPTS, AAPL, MSFT, , VNOM, ITA, ET.
Sold out of its positions in ENFR, BUXX, KO, FANG, FID, COPX, HSY, HII, INTC, ITA. IEFA, LMT, MELI, NVO, SCHG, TYA, GDXJ.
Tcfg Wealth Management was a net seller of stock by $-678k.
Tcfg Wealth Management has $199M in assets under management (AUM), dropping by -0.16%.
Central Index Key (CIK): 0001548059

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Portfolio Holdings for Tcfg Wealth Management

Tcfg Wealth Management holds 226 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	8.2	$16M	-2%	65k	250.42	View chart
NVIDIA Corporation (NVDA)	5.5	$11M		82k	134.29	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	3.1	$6.2M	+5%	121k	51.06	View chart
Amazon (AMZN)	3.1	$6.1M		28k	219.39	View chart
Microsoft Corporation (MSFT)	2.4	$4.7M	-9%	11k	421.51	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	2.3	$4.5M		41k	110.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.9	$3.8M		111k	34.59	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.8	$3.6M	+25%	64k	56.38	View chart
Visa Com Cl A (V)	1.5	$3.0M		9.5k	316.05	View chart
Chevron Corporation (CVX)	1.5	$2.9M	-4%	20k	144.84	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.4	$2.8M		32k	87.82	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	1.4	$2.8M	+7%	53k	52.60	View chart
Franco-Nevada Corporation (FNV)	1.4	$2.7M	-24%	23k	117.59	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	1.4	$2.7M	+6%	23k	119.34	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.3	$2.5M		43k	59.14	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	1.1	$2.3M		22k	104.30	View chart
RBB Us Treas 3 Mnth (TBIL)	1.1	$2.1M	+29%	42k	49.86	View chart
Enterprise Products Partners (EPD)	1.0	$1.9M		61k	31.36	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$1.9M	+2%	10k	190.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$1.9M	+19%	4.2k	453.28	View chart
First Tr Value Line Divid In SHS (FVD)	0.9	$1.7M		40k	43.64	View chart
Viper Energy Cl A (VNOM)	0.9	$1.7M	-15%	35k	49.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.6M	-2%	8.3k	189.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$1.5M		3.0k	511.25	View chart
Meta Platforms Cl A (META)	0.8	$1.5M		2.6k	585.49	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.8	$1.5M	-31%	53k	29.01	View chart
Wheaton Precious Metals Corp (WPM)	0.8	$1.5M		27k	56.24	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.8	$1.5M	+6%	155k	9.65	View chart
Cameco Corporation (CCJ)	0.7	$1.4M	-12%	27k	51.39	View chart
Broadcom (AVGO)	0.7	$1.3M	-5%	5.6k	231.85	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.6	$1.3M	+2%	26k	48.67	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.6	$1.3M	-5%	26k	48.16	View chart
Procter & Gamble Company (PG)	0.6	$1.2M	+14%	7.3k	167.64	View chart
Nucor Corporation (NUE)	0.6	$1.2M		10k	116.71	View chart
Agnico (AEM)	0.6	$1.2M	-5%	15k	78.21	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.6	$1.2M	+3%	23k	52.83	View chart
Costco Wholesale Corporation (COST)	0.6	$1.2M		1.3k	915.94	View chart
First Tr Stoxx European Sele Common Shs (FDD)	0.6	$1.2M	-7%	104k	11.26	View chart
Prospect Capital Corporation (PSEC)	0.6	$1.2M		270k	4.31	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.6	$1.1M		15k	76.46	View chart
Merck & Co (MRK)	0.6	$1.1M	-2%	11k	99.48	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$1.1M	-8%	1.9k	586.13	View chart
Carlisle Companies (CSL)	0.5	$1.1M	-2%	2.9k	368.84	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.5	$1.1M	-2%	23k	46.24	View chart
First Tr Morningstar Divid L SHS (FDL)	0.5	$1.1M		27k	40.26	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.5	$1.1M	+6%	25k	42.97	View chart
Tesla Motors (TSLA)	0.5	$1.1M	-3%	2.6k	403.79	View chart
First Tr Exchange-traded Dorseywright Mom (DDIV)	0.5	$1.1M		28k	37.77	View chart
Constellation Energy (CEG)	0.5	$1.1M	+38%	4.7k	223.69	View chart
Home Depot (HD)	0.5	$1.1M	-2%	2.7k	388.93	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.5	$1.0M		21k	50.21	View chart
Exxon Mobil Corporation (XOM)	0.5	$998k	-13%	9.3k	107.58	View chart
Bwx Technologies (BWXT)	0.5	$994k	-12%	8.9k	111.39	View chart
First Tr Exchange-traded Multi Asset Di (MDIV)	0.5	$989k		61k	16.15	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.5	$970k	+121%	9.8k	99.15	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.5	$958k		43k	22.24	View chart
Advanced Micro Devices (AMD)	0.5	$948k	-2%	7.8k	120.79	View chart
The Trade Desk Com Cl A (TTD)	0.5	$936k	-5%	8.0k	117.53	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.5	$925k		12k	78.46	View chart
First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG)	0.5	$924k	-5%	31k	30.21	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$904k		29k	30.78	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.5	$900k		27k	33.79	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$893k	-7%	8.4k	106.56	View chart
Kinder Morgan (KMI)	0.4	$880k		32k	27.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$870k	+5%	3.6k	242.13	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$868k	+3%	34k	25.84	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.4	$866k	+2%	24k	35.65	View chart
Proshares Tr Bitcoin Etf (BITO)	0.4	$865k	NEW	38k	22.78	View chart
JPMorgan Chase & Co. (JPM)	0.4	$863k	-3%	3.6k	239.72	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.4	$855k	-15%	34k	25.16	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.4	$827k	-12%	16k	53.44	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.4	$784k		7.8k	101.06	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.4	$777k		30k	25.64	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.4	$754k	-24%	618.00	1219.25	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.4	$743k	+169%	17k	44.01	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$690k		19k	35.85	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$681k		1.00	680920.00	View chart
Eaton Corp SHS (ETN)	0.3	$674k	+52%	2.0k	331.87	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.3	$662k		4.5k	148.55	View chart
Devon Energy Corporation (DVN)	0.3	$654k	-18%	20k	32.73	View chart
Albemarle Corp 7.25% Dep Shs A (ALB.PA)	0.3	$634k	NEW	16k	40.69	View chart
Oracle Corporation (ORCL)	0.3	$599k	-6%	3.6k	166.64	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$599k	+6%	2.6k	232.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$597k	+5%	20k	30.47	View chart
Mastercard Incorporated Cl A (MA)	0.3	$592k		1.1k	526.68	View chart
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI)	0.3	$582k		23k	25.13	View chart
Johnson & Johnson (JNJ)	0.3	$580k	+16%	4.0k	144.61	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$576k	-10%	2.9k	197.51	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.3	$575k		16k	36.27	View chart
Walt Disney Company (DIS)	0.3	$565k	+3%	5.1k	111.34	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.3	$562k		42k	13.49	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.3	$547k		22k	24.50	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$543k	-2%	31k	17.70	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.3	$543k		16k	33.74	View chart
Palantir Technologies Cl A (PLTR)	0.3	$534k	+31%	7.1k	75.63	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.3	$512k		27k	18.87	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$503k		7.5k	67.03	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$501k	+5%	13k	37.42	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$499k		2.1k	242.17	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.2	$496k		9.0k	55.01	View chart
Enbridge (ENB)	0.2	$493k	+37%	12k	42.43	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$492k		18k	27.57	View chart
Eli Lilly & Co. (LLY)	0.2	$486k	-4%	630.00	772.00	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$479k	+4%	14k	34.97	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.2	$477k	+49%	6.2k	77.04	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$460k		5.9k	78.01	View chart
Newmont Mining Corporation (NEM)	0.2	$457k	-84%	12k	37.22	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$455k	+6%	4.6k	97.93	View chart
Altria (MO)	0.2	$454k	+18%	8.7k	52.29	View chart
Oklo Com Cl A (OKLO)	0.2	$450k	NEW	21k	21.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$444k		825.00	538.59	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$441k	+10%	7.7k	57.53	View chart
Caterpillar (CAT)	0.2	$440k	-2%	1.2k	362.83	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.2	$437k	-5%	18k	23.76	View chart
First Tr Exchange-traded Dividend Strngth (FTDS)	0.2	$432k		8.6k	50.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$426k		1.0k	410.44	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.2	$425k	-8%	3.6k	119.52	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$423k		995.00	425.46	View chart
Kraft Heinz (KHC)	0.2	$422k	-16%	14k	30.71	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.2	$422k		3.6k	115.72	View chart
Nexgen Energy (NXE)	0.2	$412k	+6%	63k	6.59	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$412k	+4%	2.4k	172.40	View chart
Shopify Cl A (SHOP)	0.2	$410k	+7%	3.9k	106.33	View chart
Wal-Mart Stores (WMT)	0.2	$408k	+40%	4.5k	90.36	View chart
Bank of America Corporation (BAC)	0.2	$403k		9.2k	43.95	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$401k		17k	24.24	View chart
Jackson Financial Com Cl A (JXN)	0.2	$396k	-16%	4.5k	87.08	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$393k		2.2k	178.11	View chart
Super Micro Computer Com New (SMCI)	0.2	$383k	NEW	13k	30.48	View chart
Netflix (NFLX)	0.2	$382k		429.00	891.32	View chart
salesforce (CRM)	0.2	$370k		1.1k	334.45	View chart
Applovin Corp Com Cl A (APP)	0.2	$369k	NEW	1.1k	323.83	View chart
At&t (T)	0.2	$368k	+3%	16k	22.77	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.2	$366k	+13%	19k	19.84	View chart
First Tr Exchng Traded Fd Vi Tcw Securitized (DEED)	0.2	$364k	-8%	18k	20.68	View chart
Morgan Stanley Com New (MS)	0.2	$362k	-4%	2.9k	125.72	View chart
Realty Income (O)	0.2	$357k	+2%	6.7k	53.41	View chart
Kla Corp Com New (KLAC)	0.2	$356k	-2%	565.00	630.12	View chart
Palo Alto Networks (PANW)	0.2	$356k	+77%	2.0k	181.96	View chart
Parker-Hannifin Corporation (PH)	0.2	$355k		558.00	636.03	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$349k	-7%	4.3k	81.98	View chart
Ryder System (R)	0.2	$347k	-6%	2.2k	156.86	View chart
Axon Enterprise (AXON)	0.2	$343k		577.00	594.32	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.2	$342k		20k	17.25	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.2	$342k		7.3k	46.69	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$339k	-6%	5.7k	59.77	View chart
McDonald's Corporation (MCD)	0.2	$335k	-10%	1.2k	289.85	View chart
UnitedHealth (UNH)	0.2	$333k		659.00	505.65	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.2	$333k	NEW	10k	32.04	View chart
Microstrategy Cl A New (MSTR)	0.2	$329k	NEW	1.1k	289.62	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$328k	NEW	5.8k	56.48	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.2	$324k		5.7k	56.51	View chart
Boeing Company (BA)	0.2	$319k	-4%	1.8k	176.99	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$318k	+11%	6.8k	46.88	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$316k	+10%	11k	29.19	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$312k	+59%	7.0k	44.87	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$311k	-24%	3.1k	100.61	View chart
Pembina Pipeline Corp (PBA)	0.2	$310k	NEW	8.4k	36.95	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.2	$310k		8.6k	35.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.2	$309k	-2%	7.6k	40.55	View chart
Uber Technologies (UBER)	0.2	$306k	-10%	5.1k	60.32	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$305k		12k	26.19	View chart
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB)	0.2	$305k		3.7k	82.48	View chart
Raytheon Technologies Corp (RTX)	0.2	$301k		2.6k	115.70	View chart
Bank First National Corporation (BFC)	0.2	$299k		3.0k	99.09	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$297k		2.7k	110.11	View chart
Verizon Communications (VZ)	0.1	$296k	+2%	7.4k	39.99	View chart
Pepsi (PEP)	0.1	$295k	+3%	1.9k	152.06	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$293k		11k	26.57	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$292k	+3%	10k	28.67	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.1	$291k	+16%	5.6k	52.32	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$290k		12k	25.23	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$285k		2.1k	138.27	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$280k		797.00	351.79	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$280k	+10%	6.8k	41.27	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$276k		807.00	342.16	View chart
Fs Kkr Capital Corp (FSK)	0.1	$273k	-3%	13k	21.72	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$266k	NEW	5.2k	50.71	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.1	$264k	+8%	125.00	2113.02	View chart
Amgen (AMGN)	0.1	$264k	-3%	1.0k	260.69	View chart
Kroger (KR)	0.1	$261k		4.3k	61.15	View chart
Seabridge Gold (SA)	0.1	$259k	+35%	23k	11.41	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$250k		17k	14.41	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$250k		1.2k	206.97	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$249k		17k	15.12	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$246k	NEW	9.9k	24.92	View chart
Valero Energy Corporation (VLO)	0.1	$245k		2.0k	122.59	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$242k		9.7k	25.05	View chart
Lululemon Athletica (LULU)	0.1	$242k	NEW	633.00	382.41	View chart
Ford Motor Company (F)	0.1	$241k		24k	9.90	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$237k	-55%	12k	19.59	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$237k		4.6k	52.02	View chart
Citigroup Com New (C)	0.1	$235k	NEW	3.3k	70.39	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$233k	+167%	8.5k	27.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$232k		577.00	401.58	View chart
Goldman Sachs (GS)	0.1	$231k	NEW	403.00	573.12	View chart
Paychex (PAYX)	0.1	$231k		1.6k	140.22	View chart
Servicenow (NOW)	0.1	$230k	NEW	217.00	1060.12	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$228k	NEW	2.6k	87.90	View chart
Vici Pptys (VICI)	0.1	$228k	+5%	7.8k	29.21	View chart
Metropcs Communications (TMUS)	0.1	$226k		1.0k	220.73	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$226k	+200%	8.7k	26.07	View chart
Waste Connections (WCN)	0.1	$222k		1.3k	171.52	View chart
Oneok (OKE)	0.1	$220k	NEW	2.2k	100.40	View chart
Cigna Corp (CI)	0.1	$218k		791.00	276.17	View chart
Ge Aerospace Com New (GE)	0.1	$216k		1.3k	166.76	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$214k	NEW	6.2k	34.62	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$214k		3.1k	69.99	View chart
Capital Southwest Corporation (CSWC)	0.1	$214k		9.8k	21.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.1	$212k		7.0k	30.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$211k		4.4k	47.82	View chart
Ge Vernova (GEV)	0.1	$210k	NEW	639.00	328.93	View chart
First Tr Multi Cap Growth Al Com Shs (FAD)	0.1	$209k		1.5k	138.21	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$209k	NEW	2.3k	92.60	View chart
Stryker Corporation (SYK)	0.1	$206k	-3%	572.00	360.23	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.1	$189k	+2%	50k	3.77	View chart
Sandstorm Gold Com New (SAND)	0.1	$154k		28k	5.58	View chart
Stereotaxis Com New (STXS)	0.1	$148k		65k	2.28	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.1	$147k		14k	10.94	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$114k		15k	7.86	View chart
Angel Oak Funds Trust High Yield Oppor (AOHY)	0.1	$114k		10k	11.01	View chart
Equinox Gold Corp equities (EQX)	0.1	$109k		22k	5.03	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.1	$109k		19k	5.69	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$14k		25k	0.58	View chart
Vivakor Com New (VIVK)	0.0	$14k		11k	1.22	View chart
Qurate Retail Com Ser A	0.0	$8.3k	NEW	25k	0.33	View chart

Past Filings by Tcfg Wealth Management

SEC 13F filings are viewable for Tcfg Wealth Management going back to 2024

Tcfg Wealth Management 2024 Q4 filed Jan. 30, 2025
Tcfg Wealth Management 2024 Q3 filed Oct. 15, 2024

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