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, DFUV, JQUA, and represent 65.10% of TFC Financial Management's stock portfolio.
- Added to shares of these 10 stocks: SHY, IDEV, IVV, JQUA, MUB, IEMG, NUEM, JPM, AAPL, AGG.
- Started 45 new stock positions in DPZ, Arista Networks, ACHR, Revelyst, GNK, DXCM, AIZ, VOYA, TAP, WBA.
- Reduced shares in these 10 stocks: GVI, DFUV, NVDA, SHV, ONB, DFAT, BRK.B, MRK, ANET, MSFT.
- Sold out of its positions in COLD, ANET, ARRY, ASPN, AXNX, BBWI, BIO, BlackRock, BLUE, Catalent.
- TFC Financial Management was a net buyer of stock by $8.4M.
- TFC Financial Management has $632M in assets under management (AUM), dropping by 0.01%.
- Central Index Key (CIK): 0001827844
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Portfolio Holdings for TFC Financial Management
TFC Financial Management holds 978 positions in its portfolio as reported in the December 2024 quarterly 13F filing
TFC Financial Management has 978 total positions. Only the first 250 positions are shown.
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- Download the TFC Financial Management December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 27.3 | $173M | 294k | 588.68 |
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| Ishares Tr Core Msci Intl (IDEV) | 14.7 | $93M | +3% | 1.4M | 64.47 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 11.2 | $71M | +4% | 861k | 81.98 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 6.2 | $39M | 957k | 40.92 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 5.7 | $36M | +2% | 634k | 57.27 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 4.7 | $30M | 537k | 55.66 |
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| Ishares Core Msci Emkt (IEMG) | 3.6 | $23M | +3% | 439k | 52.22 |
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| Apple (AAPL) | 2.2 | $14M | +3% | 55k | 250.42 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.2 | $7.9M | 102k | 77.27 |
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| Johnson & Johnson (JNJ) | 1.2 | $7.4M | 51k | 144.62 |
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| Microsoft Corporation (MSFT) | 1.0 | $6.2M | -2% | 15k | 421.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $5.8M | -2% | 13k | 453.28 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $4.6M | +2% | 43k | 107.57 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $4.2M | 12k | 351.79 |
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.6 | $4.1M | +18% | 140k | 29.02 |
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| Merck & Co (MRK) | 0.6 | $3.9M | -3% | 39k | 99.48 |
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| Old National Ban (ONB) | 0.6 | $3.7M | -5% | 172k | 21.70 |
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| Tesla Motors (TSLA) | 0.6 | $3.6M | 8.9k | 403.86 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $3.6M | 50k | 71.91 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $3.3M | 26k | 128.62 |
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| NVIDIA Corporation (NVDA) | 0.5 | $3.1M | -8% | 23k | 134.29 |
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| Amazon (AMZN) | 0.5 | $2.9M | 13k | 219.39 |
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| International Business Machines (IBM) | 0.4 | $2.8M | 13k | 219.83 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $2.7M | 11k | 240.27 |
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| Tidal Etf Tr Adasina Social (JSTC) | 0.4 | $2.7M | +4% | 145k | 18.36 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $2.5M | -2% | 7.8k | 322.17 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $1.9M | 11k | 178.08 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $1.9M | -4% | 9.9k | 189.99 |
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| The Trade Desk Com Cl A (TTD) | 0.3 | $1.8M | 15k | 117.53 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.8M | 3.0k | 586.12 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.8M | 15k | 115.22 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.6M | +46% | 6.7k | 239.73 |
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| Procter & Gamble Company (PG) | 0.3 | $1.6M | 9.5k | 167.66 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.6M | 3.0k | 526.58 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.5M | 7.9k | 189.31 |
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| Tcw Etf Trust Transform System (NETZ) | 0.2 | $1.4M | 19k | 72.57 |
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| L3harris Technologies (LHX) | 0.2 | $1.3M | 6.1k | 210.26 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.2M | 7.4k | 166.79 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.2M | 2.3k | 538.83 |
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| Expedia Group Com New (EXPE) | 0.2 | $1.2M | 6.5k | 186.33 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.2M | +8% | 17k | 70.28 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.1M | 4.1k | 264.14 |
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| Datadog Cl A Com (DDOG) | 0.2 | $1.1M | 7.5k | 142.89 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.0M | 2.6k | 401.53 |
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| 3M Company (MMM) | 0.2 | $957k | 7.4k | 129.09 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $944k | 3.5k | 269.69 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $915k | 5.4k | 169.30 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $896k | 26k | 34.59 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $881k | NEW | 8.3k | 106.55 |
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| Shopify Cl A (SHOP) | 0.1 | $870k | 8.2k | 106.33 |
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| Home Depot (HD) | 0.1 | $870k | -5% | 2.2k | 389.04 |
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| Abbott Laboratories (ABT) | 0.1 | $856k | 7.6k | 113.11 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $852k | 4.5k | 190.44 |
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| Wal-Mart Stores (WMT) | 0.1 | $842k | -9% | 9.3k | 90.35 |
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| Costco Wholesale Corporation (COST) | 0.1 | $832k | 908.00 | 916.30 |
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| Meta Platforms Cl A (META) | 0.1 | $750k | 1.3k | 585.34 |
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| Abbvie (ABBV) | 0.1 | $732k | 4.1k | 177.71 |
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| TJX Companies (TJX) | 0.1 | $714k | 5.9k | 120.81 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $687k | 1.3k | 521.96 |
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| Automatic Data Processing (ADP) | 0.1 | $655k | 2.2k | 292.73 |
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| Colgate-Palmolive Company (CL) | 0.1 | $624k | 6.9k | 90.91 |
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| First Financial Bankshares (FFIN) | 0.1 | $606k | -14% | 17k | 36.05 |
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| Ge Vernova (GEV) | 0.1 | $600k | 1.8k | 328.93 |
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| Altria (MO) | 0.1 | $567k | 11k | 52.29 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $543k | -61% | 5.2k | 104.24 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $530k | 6.0k | 88.40 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $519k | 8.7k | 59.73 |
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| Broadcom (AVGO) | 0.1 | $508k | -2% | 2.2k | 231.84 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $508k | 6.7k | 75.61 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $491k | 13k | 37.12 |
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| Cigna Corp (CI) | 0.1 | $478k | 1.7k | 276.15 |
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| Genuine Parts Company (GPC) | 0.1 | $475k | 4.1k | 116.76 |
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| Visa Com Cl A (V) | 0.1 | $459k | -10% | 1.5k | 316.06 |
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| salesforce (CRM) | 0.1 | $422k | +4% | 1.3k | 334.37 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $422k | NEW | 4.4k | 96.90 |
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| Carvana Cl A (CVNA) | 0.1 | $412k | -3% | 2.0k | 203.36 |
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| Eli Lilly & Co. (LLY) | 0.1 | $411k | +52% | 532.00 | 772.06 |
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| American Superconductor Corp Shs New (AMSC) | 0.1 | $406k | 17k | 24.63 |
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| Philip Morris International (PM) | 0.1 | $405k | 3.4k | 120.35 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $404k | 2.2k | 184.87 |
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| Walt Disney Company (DIS) | 0.1 | $382k | 3.4k | 111.36 |
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| Kkr & Co (KKR) | 0.1 | $378k | 2.6k | 147.91 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $377k | 544.00 | 693.08 |
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| Stryker Corporation (SYK) | 0.1 | $370k | -6% | 1.0k | 360.10 |
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| Broadstone Net Lease (BNL) | 0.1 | $369k | -9% | 23k | 15.86 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $367k | 5.9k | 62.31 |
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| Chevron Corporation (CVX) | 0.1 | $359k | +118% | 2.5k | 144.87 |
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| MetLife (MET) | 0.1 | $351k | 4.3k | 81.88 |
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| Metropcs Communications (TMUS) | 0.1 | $339k | 1.5k | 220.73 |
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| UnitedHealth (UNH) | 0.1 | $332k | -3% | 656.00 | 506.18 |
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| S&p Global (SPGI) | 0.1 | $325k | 652.00 | 498.04 |
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| Goldman Sachs (GS) | 0.1 | $324k | 566.00 | 572.86 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $323k | -3% | 3.8k | 86.02 |
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| Lowe's Companies (LOW) | 0.1 | $322k | -2% | 1.3k | 246.89 |
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| Danaher Corporation (DHR) | 0.1 | $320k | -8% | 1.4k | 229.53 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $316k | 770.00 | 410.41 |
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| Corteva (CTVA) | 0.0 | $311k | 5.5k | 56.96 |
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| McDonald's Corporation (MCD) | 0.0 | $309k | -2% | 1.1k | 289.80 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $306k | -6% | 3.0k | 102.09 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $300k | +4% | 6.8k | 44.04 |
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| Carrier Global Corporation (CARR) | 0.0 | $296k | +10% | 4.3k | 68.26 |
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| Coca-Cola Company (KO) | 0.0 | $285k | 4.6k | 62.26 |
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| Dupont De Nemours (DD) | 0.0 | $283k | 3.7k | 76.25 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $280k | 1.2k | 232.50 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $278k | 1.4k | 198.19 |
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| Cisco Systems (CSCO) | 0.0 | $277k | +42% | 4.7k | 59.20 |
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| American Express Company (AXP) | 0.0 | $274k | -10% | 922.00 | 296.79 |
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| Nextera Energy (NEE) | 0.0 | $268k | -9% | 3.7k | 71.70 |
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| H.B. Fuller Company (FUL) | 0.0 | $265k | 3.9k | 67.48 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $258k | -3% | 4.2k | 60.75 |
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| Waste Management (WM) | 0.0 | $258k | -8% | 1.3k | 201.80 |
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| Pepsi (PEP) | 0.0 | $255k | -11% | 1.7k | 152.09 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $251k | 1.9k | 132.10 |
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| Eaton Corp SHS (ETN) | 0.0 | $250k | +4% | 752.00 | 331.93 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $239k | 1.8k | 131.04 |
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| Analog Devices (ADI) | 0.0 | $233k | -3% | 1.1k | 212.47 |
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| Amphenol Corp Cl A (APH) | 0.0 | $231k | -6% | 3.3k | 69.45 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $231k | -14% | 796.00 | 289.69 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $225k | +59% | 1.9k | 115.73 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $223k | -48% | 2.0k | 110.10 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $220k | -4% | 1.7k | 127.59 |
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| Emerson Electric (EMR) | 0.0 | $212k | 1.7k | 123.90 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $209k | -14% | 1.1k | 197.49 |
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| Paychex (PAYX) | 0.0 | $208k | 1.5k | 140.19 |
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| Aptar (ATR) | 0.0 | $207k | -3% | 1.3k | 157.11 |
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| Hubspot (HUBS) | 0.0 | $205k | 294.00 | 696.77 |
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| Zoetis Cl A (ZTS) | 0.0 | $199k | -37% | 1.2k | 162.93 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $194k | +3% | 272.00 | 712.33 |
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| RPM International (RPM) | 0.0 | $191k | 1.6k | 123.06 |
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| Servicenow (NOW) | 0.0 | $189k | -4% | 178.00 | 1060.12 |
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| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.0 | $185k | 1.2k | 154.85 |
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| Simon Property (SPG) | 0.0 | $182k | 1.1k | 172.21 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $182k | 983.00 | 185.13 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $179k | 2.3k | 78.18 |
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| Becton, Dickinson and (BDX) | 0.0 | $179k | -9% | 789.00 | 226.87 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $178k | -6% | 343.00 | 520.23 |
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| Southern Company (SO) | 0.0 | $174k | +5% | 2.1k | 82.32 |
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| Clorox Company (CLX) | 0.0 | $173k | 1.1k | 162.39 |
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| Pfizer (PFE) | 0.0 | $172k | -36% | 6.5k | 26.53 |
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| Prudential Financial (PRU) | 0.0 | $163k | 1.4k | 118.57 |
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| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.0 | $162k | +70% | 2.2k | 73.34 |
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| Arista Networks Com Shs | 0.0 | $161k | NEW | 1.5k | 110.53 |
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| SYSCO Corporation (SYY) | 0.0 | $158k | 2.1k | 76.46 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $157k | +100% | 8.5k | 18.50 |
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| Rockwell Automation (ROK) | 0.0 | $156k | -30% | 546.00 | 285.79 |
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| Dow (DOW) | 0.0 | $156k | 3.9k | 40.13 |
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| Corning Incorporated (GLW) | 0.0 | $156k | +3% | 3.3k | 47.52 |
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| State Street Corporation (STT) | 0.0 | $154k | -25% | 1.6k | 98.15 |
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| Bristol Myers Squibb (BMY) | 0.0 | $152k | 2.7k | 56.57 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $150k | 1.2k | 124.91 |
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| Sofi Technologies (SOFI) | 0.0 | $150k | 9.7k | 15.40 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $149k | 292.00 | 511.48 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $149k | +20% | 530.00 | 280.27 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $148k | -4% | 333.00 | 444.68 |
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| PPG Industries (PPG) | 0.0 | $144k | 1.2k | 119.45 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $142k | 1.9k | 76.23 |
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| Bank of America Corporation (BAC) | 0.0 | $140k | -4% | 3.2k | 43.96 |
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| Cme (CME) | 0.0 | $138k | +8% | 592.00 | 232.23 |
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| Gilead Sciences (GILD) | 0.0 | $137k | 1.5k | 92.37 |
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| Verizon Communications (VZ) | 0.0 | $136k | 3.4k | 39.99 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $130k | 323.00 | 402.70 |
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| Medtronic SHS (MDT) | 0.0 | $129k | -5% | 1.6k | 79.88 |
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| Vanguard Wellington Us Multifactor (VFMF) | 0.0 | $128k | 979.00 | 130.58 |
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| Xylem (XYL) | 0.0 | $125k | -2% | 1.1k | 116.02 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $125k | NEW | 375.00 | 334.25 |
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| Honeywell International (HON) | 0.0 | $125k | -18% | 553.00 | 226.09 |
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| Cyberark Software SHS (CYBR) | 0.0 | $125k | 375.00 | 333.15 |
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| Intel Corporation (INTC) | 0.0 | $122k | 6.1k | 20.05 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $122k | 1.8k | 66.06 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $121k | -8% | 1.1k | 113.61 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $121k | -6% | 1.2k | 101.85 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $120k | 1.8k | 65.09 |
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| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $117k | 6.5k | 17.93 |
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| Tyler Technologies (TYL) | 0.0 | $117k | 202.00 | 576.64 |
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| Crown Holdings (CCK) | 0.0 | $115k | -5% | 1.4k | 82.69 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $113k | 1.2k | 96.93 |
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| Illinois Tool Works (ITW) | 0.0 | $112k | -29% | 440.00 | 253.56 |
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| At&t (T) | 0.0 | $110k | +44% | 4.8k | 22.77 |
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| Paccar (PCAR) | 0.0 | $108k | 1.0k | 103.97 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $107k | 3.0k | 35.48 |
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| Ul Solutions Class A Com Shs (ULS) | 0.0 | $106k | -5% | 2.1k | 49.88 |
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| Texas Roadhouse (TXRH) | 0.0 | $105k | 581.00 | 180.43 |
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| Air Products & Chemicals (APD) | 0.0 | $103k | 355.00 | 289.72 |
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| Trane Technologies SHS (TT) | 0.0 | $102k | +13% | 277.00 | 369.35 |
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| Moody's Corporation (MCO) | 0.0 | $102k | -6% | 216.00 | 473.39 |
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| Verisk Analytics (VRSK) | 0.0 | $102k | -17% | 371.00 | 275.43 |
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| Prologis (PLD) | 0.0 | $102k | -3% | 964.00 | 105.70 |
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| Relx Sponsored Adr (RELX) | 0.0 | $101k | +8% | 2.2k | 45.42 |
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| Loandepot Com Cl A (LDI) | 0.0 | $101k | 50k | 2.04 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $99k | 1.7k | 58.94 |
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| Deere & Company (DE) | 0.0 | $99k | +6% | 234.00 | 423.70 |
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| Wec Energy Group (WEC) | 0.0 | $99k | -2% | 1.1k | 94.04 |
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| Union Pacific Corporation (UNP) | 0.0 | $99k | -12% | 432.00 | 228.04 |
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| Alcon Ord Shs (ALC) | 0.0 | $98k | -5% | 1.2k | 84.89 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $97k | 764.00 | 126.75 |
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| Qualcomm (QCOM) | 0.0 | $96k | +8% | 627.00 | 153.70 |
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| Teradyne (TER) | 0.0 | $95k | -3% | 757.00 | 125.92 |
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| Consolidated Edison (ED) | 0.0 | $95k | 1.1k | 89.23 |
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| Linde SHS (LIN) | 0.0 | $95k | -10% | 226.00 | 418.74 |
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| Rb Global (RBA) | 0.0 | $90k | 1.0k | 90.21 |
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| Phillips 66 (PSX) | 0.0 | $90k | +266% | 787.00 | 113.87 |
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| Palo Alto Networks (PANW) | 0.0 | $89k | +81% | 487.00 | 181.96 |
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| Coursera (COUR) | 0.0 | $85k | 10k | 8.50 |
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| Pubmatic Com Cl A (PUBM) | 0.0 | $85k | 5.8k | 14.69 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $84k | NEW | 800.00 | 105.48 |
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| Alliant Energy Corporation (LNT) | 0.0 | $84k | 1.4k | 59.14 |
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| Designer Brands Cl A (DBI) | 0.0 | $83k | 16k | 5.34 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $83k | 1.3k | 63.76 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $81k | -19% | 1.7k | 47.82 |
|
| Boeing Company (BA) | 0.0 | $81k | -33% | 455.00 | 177.00 |
|
| Rbc Cad (RY) | 0.0 | $80k | 663.00 | 120.51 |
|
|
| Kraft Heinz (KHC) | 0.0 | $79k | 2.6k | 30.71 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $78k | 1.3k | 58.79 |
|
|
| Waters Corporation (WAT) | 0.0 | $76k | 204.00 | 370.98 |
|
|
| Genpact SHS (G) | 0.0 | $75k | 1.7k | 42.95 |
|
|
| Roku Com Cl A (ROKU) | 0.0 | $74k | 1.0k | 74.34 |
|
|
| PPL Corporation (PPL) | 0.0 | $73k | 2.3k | 32.46 |
|
|
| Morgan Stanley Etf Trust Calvert Internat (CVIE) | 0.0 | $72k | +107% | 1.3k | 55.17 |
|
| Microstrategy Cl A New (MSTR) | 0.0 | $72k | 250.00 | 289.62 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $72k | -10% | 61.00 | 1185.80 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $72k | -32% | 57.00 | 1267.28 |
|
| Zimmer Holdings (ZBH) | 0.0 | $72k | -4% | 677.00 | 105.69 |
|
| Tractor Supply Company (TSCO) | 0.0 | $70k | +400% | 1.3k | 53.06 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $69k | +5% | 587.00 | 117.50 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $69k | 1.0k | 68.69 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $69k | 543.00 | 126.16 |
|
|
| Principal Financial (PFG) | 0.0 | $65k | 840.00 | 77.41 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $65k | +99% | 2.5k | 25.86 |
|
| Perrigo SHS (PRGO) | 0.0 | $64k | -3% | 2.5k | 25.71 |
|
| Quanta Services (PWR) | 0.0 | $64k | -20% | 203.00 | 316.05 |
|
| HEICO Corporation (HEI) | 0.0 | $63k | 265.00 | 237.74 |
|
|
| ConocoPhillips (COP) | 0.0 | $62k | -6% | 628.00 | 99.20 |
|
| CommVault Systems (CVLT) | 0.0 | $61k | +294% | 402.00 | 150.91 |
|
| Interface (TILE) | 0.0 | $61k | -8% | 2.5k | 24.35 |
|
| Ecolab (ECL) | 0.0 | $58k | -12% | 248.00 | 234.32 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $58k | +200% | 2.5k | 23.18 |
|
| Chubb (CB) | 0.0 | $57k | -14% | 205.00 | 276.30 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $56k | 2.1k | 27.38 |
|
|
| Netflix (NFLX) | 0.0 | $56k | 63.00 | 891.33 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $55k | 1.0k | 53.24 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $55k | 3.7k | 14.92 |
|
|
| Kenvue (KVUE) | 0.0 | $54k | 2.5k | 21.35 |
|
|
| Copart (CPRT) | 0.0 | $53k | 924.00 | 57.39 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $53k | 522.00 | 101.51 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $52k | -9% | 1.2k | 44.88 |
|
| Ansys (ANSS) | 0.0 | $51k | 152.00 | 337.34 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $49k | -8% | 458.00 | 107.68 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $48k | 200.00 | 242.17 |
|
|
| McKesson Corporation (MCK) | 0.0 | $48k | 84.00 | 569.94 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $48k | 1.4k | 34.60 |
|
Past Filings by TFC Financial Management
SEC 13F filings are viewable for TFC Financial Management going back to 2020
- 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
- TFC Financial Management 2021 Q3 filed Nov. 2, 2021
- TFC Financial Management 2021 Q2 filed July 29, 2021
- TFC Financial Management 2021 Q1 filed May 3, 2021