TFC Financial Management
Latest statistics and disclosures from TFC Financial Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IDEV, SHY, IEMG, JQUA, and represent 64.91% of TFC Financial Management's stock portfolio.
- Added to shares of these 10 stocks: SHY, AAPL, JQUA, VV, NVDA, MSFT, IBM, VTI, AMZN, GOOG.
- Started 92 new stock positions in HLN, ELS, ASTS, MRNA, PRA, COKE, COMP, TFX, CRCL, REET.
- Reduced shares in these 10 stocks: ONB, DFUV, TSLA, , QUS, AGG, JNJ, IXUS, BRK.B, ABT.
- Sold out of its positions in ACVA, ACHC, ALGN, AMED, ANSS, APLS, ARM, BAX, BILL, SAM.
- TFC Financial Management was a net buyer of stock by $3.9M.
- TFC Financial Management has $781M in assets under management (AUM), dropping by 6.92%.
- Central Index Key (CIK): 0001827844
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Portfolio Holdings for TFC Financial Management
TFC Financial Management holds 996 positions in its portfolio as reported in the September 2025 quarterly 13F filing
TFC Financial Management has 996 total positions. Only the first 250 positions are shown.
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- Download the TFC Financial Management September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 28.7 | $224M | 335k | 669.30 |
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| Ishares Tr Core Msci Intl (IDEV) | 14.3 | $112M | 1.4M | 80.17 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 9.5 | $75M | 898k | 82.96 |
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| Ishares Core Msci Emkt (IEMG) | 6.5 | $51M | 773k | 65.92 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 5.8 | $45M | +2% | 720k | 62.91 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 5.3 | $42M | 931k | 44.69 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 3.2 | $25M | 429k | 58.21 |
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| Vanguard Index Fds Large Cap Etf (VV) | 1.8 | $14M | +6% | 47k | 307.86 |
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| Apple (AAPL) | 1.7 | $13M | +8% | 52k | 254.63 |
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 1.3 | $10M | 290k | 35.69 |
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| Johnson & Johnson (JNJ) | 1.2 | $9.2M | 50k | 185.42 |
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| Microsoft Corporation (MSFT) | 1.1 | $8.4M | +5% | 16k | 517.95 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $8.1M | 103k | 78.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $6.6M | -2% | 13k | 502.74 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $4.6M | 41k | 112.75 |
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| NVIDIA Corporation (NVDA) | 0.5 | $3.9M | +19% | 21k | 186.58 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $3.8M | 52k | 74.37 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $3.8M | 26k | 145.65 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $3.8M | 5.00 | 754200.00 |
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| International Business Machines (IBM) | 0.5 | $3.7M | +8% | 13k | 282.17 |
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| Tesla Motors (TSLA) | 0.4 | $3.3M | -5% | 7.5k | 444.69 |
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| Merck & Co (MRK) | 0.4 | $3.1M | 37k | 83.93 |
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| Amazon (AMZN) | 0.4 | $3.0M | +7% | 14k | 219.57 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $3.0M | 12k | 246.60 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $2.8M | 7.8k | 365.49 |
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| Tidal Trust I Adasina Social (JSTC) | 0.3 | $2.5M | +2% | 125k | 20.33 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.5M | 9.8k | 254.27 |
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| Old National Ban (ONB) | 0.3 | $2.4M | -28% | 110k | 21.95 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $2.3M | 12k | 194.50 |
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| Ge Aerospace Com New (GE) | 0.3 | $2.2M | 7.4k | 300.83 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.2M | 9.1k | 243.11 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.2M | +4% | 6.9k | 315.45 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $2.1M | 9.9k | 209.35 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.9M | +6% | 2.9k | 666.23 |
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| L3harris Technologies (LHX) | 0.2 | $1.9M | 6.1k | 305.39 |
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| Tcw Etf Trust Transform System (PWRD) | 0.2 | $1.7M | 17k | 97.69 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.6M | +2% | 2.6k | 612.35 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.5M | -2% | 2.7k | 568.82 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.5M | -2% | 13k | 118.83 |
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| Meta Platforms Cl A (META) | 0.2 | $1.5M | +3% | 2.1k | 734.25 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.4M | -2% | 17k | 87.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.3M | +19% | 5.3k | 243.55 |
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| Expedia Group Com New (EXPE) | 0.2 | $1.3M | -8% | 5.9k | 213.75 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.2M | 13k | 93.37 |
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| Procter & Gamble Company (PG) | 0.2 | $1.2M | +2% | 8.1k | 153.64 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.2M | +5% | 2.6k | 468.36 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.2M | 4.1k | 293.73 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $1.2M | 8.2k | 148.61 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $1.2M | 8.7k | 135.65 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.2M | +25% | 3.5k | 328.13 |
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| 3M Company (MMM) | 0.1 | $1.1M | -4% | 7.1k | 155.18 |
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| Datadog Cl A Com (DDOG) | 0.1 | $1.1M | 7.6k | 142.40 |
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| Ge Vernova (GEV) | 0.1 | $1.1M | -3% | 1.7k | 614.90 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $1.0M | 26k | 38.57 |
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| American Superconductor Corp Shs New (AMSC) | 0.1 | $1.0M | 17k | 59.39 |
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| Wal-Mart Stores (WMT) | 0.1 | $948k | +3% | 9.2k | 103.06 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $945k | 19k | 48.84 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $938k | 5.0k | 187.02 |
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| Abbvie (ABBV) | 0.1 | $915k | -2% | 4.0k | 231.52 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $912k | 24k | 37.62 |
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| Abbott Laboratories (ABT) | 0.1 | $877k | -13% | 6.5k | 133.94 |
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| Costco Wholesale Corporation (COST) | 0.1 | $846k | +7% | 914.00 | 925.70 |
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| Home Depot (HD) | 0.1 | $773k | -3% | 1.9k | 405.11 |
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| Broadcom (AVGO) | 0.1 | $751k | +7% | 2.3k | 329.91 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $736k | 15k | 49.01 |
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| Carvana Cl A (CVNA) | 0.1 | $718k | 1.9k | 377.24 |
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| Altria (MO) | 0.1 | $717k | 11k | 66.06 |
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| TJX Companies (TJX) | 0.1 | $591k | 4.1k | 144.55 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $589k | 1.3k | 447.23 |
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| Automatic Data Processing (ADP) | 0.1 | $571k | 1.9k | 293.43 |
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| Philip Morris International (PM) | 0.1 | $563k | +2% | 3.5k | 162.20 |
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| Genuine Parts Company (GPC) | 0.1 | $548k | 4.0k | 138.61 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $541k | 5.6k | 96.55 |
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| Visa Com Cl A (V) | 0.1 | $516k | 1.5k | 341.27 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $512k | 8.2k | 62.47 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $511k | 3.6k | 142.09 |
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| Colgate-Palmolive Company (CL) | 0.1 | $503k | -2% | 6.3k | 79.94 |
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| Cigna Corp (CI) | 0.1 | $498k | 1.7k | 288.26 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $474k | 11k | 44.19 |
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| Goldman Sachs (GS) | 0.1 | $464k | 583.00 | 796.32 |
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| Eli Lilly & Co. (LLY) | 0.1 | $454k | +30% | 595.00 | 763.30 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $453k | 2.0k | 222.16 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $440k | -8% | 4.4k | 100.75 |
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| Broadstone Net Lease (BNL) | 0.1 | $431k | 24k | 17.87 |
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| First Financial Bankshares (FFIN) | 0.1 | $410k | -11% | 12k | 33.65 |
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| Walt Disney Company (DIS) | 0.1 | $393k | 3.4k | 114.51 |
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| Chevron Corporation (CVX) | 0.0 | $389k | +2% | 2.5k | 155.32 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $378k | 3.0k | 125.95 |
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| Corteva (CTVA) | 0.0 | $370k | 5.5k | 67.63 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $368k | +11% | 5.6k | 65.26 |
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| Coca-Cola Company (KO) | 0.0 | $364k | +21% | 5.5k | 66.32 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $360k | 9.9k | 36.55 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $342k | -7% | 6.3k | 54.18 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $340k | 1.2k | 281.81 |
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| salesforce (CRM) | 0.0 | $332k | 1.4k | 237.03 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $319k | 664.00 | 479.91 |
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| Stryker Corporation (SYK) | 0.0 | $315k | +4% | 851.00 | 369.60 |
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| Waste Management (WM) | 0.0 | $311k | -2% | 1.4k | 220.84 |
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| Lowe's Companies (LOW) | 0.0 | $302k | -7% | 1.2k | 251.41 |
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| McDonald's Corporation (MCD) | 0.0 | $300k | 987.00 | 303.79 |
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| Metropcs Communications (TMUS) | 0.0 | $297k | -4% | 1.2k | 239.38 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $294k | +2% | 2.1k | 140.95 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $294k | +3% | 1.8k | 167.34 |
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| S&p Global (SPGI) | 0.0 | $293k | 602.00 | 486.72 |
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| Kkr & Co (KKR) | 0.0 | $288k | -6% | 2.2k | 129.95 |
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| American Express Company (AXP) | 0.0 | $287k | 864.00 | 332.06 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $281k | +59% | 468.00 | 600.07 |
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| Cisco Systems (CSCO) | 0.0 | $268k | -2% | 3.9k | 68.43 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $262k | -9% | 271.00 | 968.09 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $262k | 938.00 | 279.29 |
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| Corning Incorporated (GLW) | 0.0 | $259k | 3.2k | 82.03 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $259k | 1.2k | 208.73 |
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| Analog Devices (ADI) | 0.0 | $258k | -4% | 1.0k | 245.71 |
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| Dupont De Nemours (DD) | 0.0 | $255k | 3.3k | 77.90 |
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| Morgan Stanley Com New (MS) | 0.0 | $250k | 1.6k | 158.93 |
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| Carrier Global Corporation (CARR) | 0.0 | $242k | -3% | 4.0k | 59.71 |
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| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.0 | $235k | +5% | 2.9k | 81.87 |
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| Nextera Energy (NEE) | 0.0 | $234k | -8% | 3.1k | 75.50 |
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| Eaton Corp SHS (ETN) | 0.0 | $230k | 613.00 | 374.55 |
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| Servicenow (NOW) | 0.0 | $228k | -3% | 248.00 | 920.28 |
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| Arista Networks Com Shs (ANET) | 0.0 | $228k | 1.6k | 145.71 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $227k | 1.8k | 124.34 |
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| Emerson Electric (EMR) | 0.0 | $224k | 1.7k | 131.15 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $208k | +3% | 1.0k | 203.67 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $206k | NEW | 4.6k | 44.58 |
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| Spdr Series Trust Msci Usa Strtgic (QUS) | 0.0 | $204k | -48% | 1.2k | 171.20 |
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| Simon Property (SPG) | 0.0 | $198k | 1.1k | 187.67 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $198k | 8.5k | 23.28 |
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| Amphenol Corp Cl A (APH) | 0.0 | $197k | -31% | 1.6k | 123.75 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $193k | 2.5k | 76.72 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $193k | 649.00 | 297.49 |
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| Axon Enterprise (AXON) | 0.0 | $189k | +8666% | 263.00 | 717.64 |
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| Paychex (PAYX) | 0.0 | $188k | 1.5k | 126.73 |
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| RPM International (RPM) | 0.0 | $183k | 1.6k | 117.88 |
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| Pepsi (PEP) | 0.0 | $179k | -26% | 1.3k | 140.47 |
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| Xylem (XYL) | 0.0 | $176k | 1.2k | 147.50 |
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| Rockwell Automation (ROK) | 0.0 | $174k | -8% | 499.00 | 349.53 |
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| Aptar (ATR) | 0.0 | $174k | 1.3k | 133.67 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $165k | -3% | 2.2k | 75.10 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $163k | +3% | 2.9k | 55.49 |
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| Bank of America Corporation (BAC) | 0.0 | $161k | +5% | 3.1k | 51.59 |
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| Zoetis Cl A (ZTS) | 0.0 | $160k | 1.1k | 146.32 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $153k | +22% | 2.1k | 73.47 |
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| Loandepot Com Cl A (LDI) | 0.0 | $152k | 50k | 3.07 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $149k | -35% | 2.5k | 59.92 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $148k | 1.1k | 129.72 |
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| Cme (CME) | 0.0 | $148k | 546.00 | 270.19 |
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| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $147k | -3% | 4.1k | 36.00 |
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| Danaher Corporation (DHR) | 0.0 | $147k | -12% | 739.00 | 198.23 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $146k | +14% | 2.0k | 72.11 |
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| State Street Corporation (STT) | 0.0 | $144k | -22% | 1.2k | 116.01 |
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| UnitedHealth (UNH) | 0.0 | $143k | +6% | 414.00 | 345.36 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $142k | 375.00 | 378.94 |
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| Prudential Financial (PRU) | 0.0 | $142k | 1.4k | 103.77 |
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| Becton, Dickinson and (BDX) | 0.0 | $142k | -3% | 757.00 | 187.17 |
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| Vanguard Wellington Us Multifactor (VFMF) | 0.0 | $141k | 979.00 | 144.27 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $140k | NEW | 714.00 | 195.86 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $139k | 3.0k | 46.12 |
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| Ul Solutions Class A Com Shs (ULS) | 0.0 | $138k | -7% | 1.9k | 70.86 |
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| Hubspot (HUBS) | 0.0 | $138k | 294.00 | 467.80 |
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| Clorox Company (CLX) | 0.0 | $131k | 1.1k | 123.27 |
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| At&t (T) | 0.0 | $129k | 4.6k | 28.24 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $129k | +1518% | 1.2k | 107.46 |
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| Union Pacific Corporation (UNP) | 0.0 | $128k | 541.00 | 236.37 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $128k | -5% | 1.7k | 73.00 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $127k | 1.2k | 108.70 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $126k | 1.8k | 68.47 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $126k | 2.2k | 57.52 |
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| Intel Corporation (INTC) | 0.0 | $125k | +3% | 3.7k | 33.55 |
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| Crown Holdings (CCK) | 0.0 | $125k | -7% | 1.3k | 96.59 |
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| Ea Series Trust Stance Sustainab (CHGX) | 0.0 | $123k | 4.5k | 27.31 |
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| Linde SHS (LIN) | 0.0 | $122k | 257.00 | 475.63 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $121k | +238% | 710.00 | 170.85 |
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| Wec Energy Group (WEC) | 0.0 | $121k | 1.1k | 114.59 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $121k | -4% | 308.00 | 391.64 |
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| Verizon Communications (VZ) | 0.0 | $119k | +70% | 2.7k | 43.96 |
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| Deere & Company (DE) | 0.0 | $118k | +11% | 257.00 | 457.27 |
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| Prologis (PLD) | 0.0 | $118k | 1.0k | 114.51 |
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| Coursera (COUR) | 0.0 | $117k | 10k | 11.71 |
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| Trane Technologies SHS (TT) | 0.0 | $117k | 277.00 | 421.96 |
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| Honeywell International (HON) | 0.0 | $117k | 553.00 | 210.69 |
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| Morgan Stanley Etf Trust Calvert Internat (CVIE) | 0.0 | $116k | +5% | 1.7k | 68.23 |
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| Applied Materials (AMAT) | 0.0 | $116k | 568.00 | 204.74 |
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| MetLife (MET) | 0.0 | $115k | 1.4k | 82.38 |
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| Illinois Tool Works (ITW) | 0.0 | $115k | 440.00 | 260.76 |
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| Bristol Myers Squibb (BMY) | 0.0 | $110k | -8% | 2.4k | 45.10 |
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| H.B. Fuller Company (FUL) | 0.0 | $109k | -49% | 1.8k | 59.28 |
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| Wells Fargo & Company (WFC) | 0.0 | $109k | +1303% | 1.3k | 83.80 |
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| Phillips 66 (PSX) | 0.0 | $109k | 801.00 | 135.95 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $109k | 764.00 | 142.41 |
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| Rb Global (RBA) | 0.0 | $109k | 1.0k | 108.36 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $108k | -6% | 1.0k | 106.62 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $106k | +51% | 147.00 | 718.54 |
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| Tyler Technologies (TYL) | 0.0 | $105k | 201.00 | 523.16 |
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| Church & Dwight (CHD) | 0.0 | $105k | 1.2k | 87.61 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $103k | -22% | 685.00 | 150.86 |
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| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.0 | $102k | 1.6k | 63.67 |
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| Paccar (PCAR) | 0.0 | $102k | 1.0k | 98.28 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $100k | 1.3k | 75.11 |
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| PPG Industries (PPG) | 0.0 | $99k | 946.00 | 105.11 |
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| O'reilly Automotive (ORLY) | 0.0 | $99k | 918.00 | 107.81 |
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| Relx Sponsored Adr (RELX) | 0.0 | $99k | -7% | 2.1k | 47.76 |
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| Palo Alto Networks (PANW) | 0.0 | $97k | 476.00 | 203.62 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $97k | +432% | 197.00 | 490.38 |
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| Texas Roadhouse (TXRH) | 0.0 | $97k | 581.00 | 166.15 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $96k | 383.00 | 251.64 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $95k | 1.4k | 67.42 |
|
|
| Genpact SHS (G) | 0.0 | $95k | 2.3k | 41.89 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $95k | 1.3k | 72.44 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $95k | -23% | 1.4k | 66.91 |
|
| Air Products & Chemicals (APD) | 0.0 | $95k | 348.00 | 272.41 |
|
|
| Netflix (NFLX) | 0.0 | $92k | +14% | 77.00 | 1198.92 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $92k | +13% | 669.00 | 137.76 |
|
| Boeing Company (BA) | 0.0 | $92k | 427.00 | 215.83 |
|
|
| Cyberark Software SHS (CYBR) | 0.0 | $89k | -50% | 185.00 | 483.15 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $89k | -47% | 1.2k | 71.37 |
|
| Gilead Sciences (GILD) | 0.0 | $87k | 781.00 | 111.00 |
|
|
| Moody's Corporation (MCO) | 0.0 | $84k | 177.00 | 476.51 |
|
|
| Quanta Services (PWR) | 0.0 | $84k | 203.00 | 414.42 |
|
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $84k | +7% | 4.3k | 19.38 |
|
| Alcon Ord Shs (ALC) | 0.0 | $81k | -4% | 1.1k | 74.51 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $81k | +84% | 653.00 | 123.72 |
|
| Unilever Spon Adr New (UL) | 0.0 | $80k | +11% | 1.3k | 59.27 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $78k | +21% | 425.00 | 182.42 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $77k | 1.0k | 76.35 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $76k | 697.00 | 108.96 |
|
|
| CommVault Systems (CVLT) | 0.0 | $76k | 402.00 | 188.78 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $76k | -55% | 920.00 | 82.37 |
|
| Tractor Supply Company (TSCO) | 0.0 | $75k | 1.3k | 56.87 |
|
|
| HEICO Corporation (HEI) | 0.0 | $75k | -12% | 232.00 | 322.82 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $74k | 106.00 | 698.00 |
|
|
| Ecolab (ECL) | 0.0 | $74k | -10% | 268.00 | 274.13 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $73k | 515.00 | 142.55 |
|
|
| Principal Financial (PFG) | 0.0 | $72k | 871.00 | 82.91 |
|
|
| Uber Technologies (UBER) | 0.0 | $71k | 726.00 | 97.97 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $71k | -54% | 146.00 | 485.02 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $70k | -29% | 327.00 | 214.59 |
|
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $70k | 2.3k | 29.69 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $69k | 566.00 | 121.42 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $67k | 2.4k | 27.90 |
|
|
| 2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) | 0.0 | $67k | 1.9k | 36.19 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $67k | 676.00 | 98.55 |
|
|
| Interface (TILE) | 0.0 | $66k | -10% | 2.3k | 28.94 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $65k | 200.00 | 326.36 |
|
|
| Kraft Heinz (KHC) | 0.0 | $65k | 2.5k | 26.04 |
|
|
| McKesson Corporation (MCK) | 0.0 | $65k | 84.00 | 772.58 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $64k | NEW | 544.00 | 117.10 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $62k | -55% | 175.00 | 355.47 |
|
| Strategy Cl A New (MSTR) | 0.0 | $61k | 190.00 | 322.21 |
|
|
| Blackrock (BLK) | 0.0 | $61k | 52.00 | 1172.71 |
|
Past Filings by TFC Financial Management
SEC 13F filings are viewable for TFC Financial Management going back to 2020
- TFC Financial Management 2025 Q3 filed Oct. 24, 2025
- TFC Financial Management 2025 Q2 filed July 29, 2025
- TFC Financial Management 2025 Q1 filed April 24, 2025
- TFC Financial Management 2024 Q4 filed Jan. 29, 2025
- TFC Financial Management 2024 Q3 filed Oct. 25, 2024
- TFC Financial Management 2024 Q2 filed July 23, 2024
- TFC Financial Management 2024 Q1 filed April 30, 2024
- TFC Financial Management 2023 Q4 filed Jan. 25, 2024
- TFC Financial Management 2023 Q3 filed Oct. 23, 2023
- TFC Financial Management 2023 Q2 filed Aug. 7, 2023
- TFC Financial Management 2023 Q1 filed May 8, 2023
- TFC Financial Management 2022 Q4 filed Feb. 13, 2023
- TFC Financial Management 2022 Q3 filed Oct. 21, 2022
- TFC Financial Management 2022 Q2 filed Aug. 3, 2022
- TFC Financial Management 2022 Q1 filed May 4, 2022
- TFC Financial Management 2021 Q4 filed Feb. 2, 2022