Fund HoldingsTCFG WEALTH MANAGEMENT, LLC

Total Portfolio Value
$220.77M
Total Bought
$33.95M
Total Sold
$32.98M
Net Transaction
+$974.2K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)082,086+82,086012,9695.87%+12,969
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
6,14821,201+15,0536112,2111.00%+1,600
WISDOMTREE TR(WT)032,221+32,22101,2780.58%+1,278
OKLO INC(OKLO)027,900+27,90001,5620.71%+1,562
VANECK ETF TRUST
JUNIOR GOLD MINE
11,59527,920+16,3256631,8870.85%+1,224
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
016,100+16,10008760.40%+876
MICROSOFT CORP(MSFT)010,164+10,16405,0562.29%+5,056
AMAZON COM INC(AMZN)028,475+28,47506,2472.83%+6,247
PALANTIR TECHNOLOGIES INC(PLTR)8,63411,242+2,6087291,5330.69%+804
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
043,937+43,93701,3970.63%+1,397
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
021,094+21,09401,1990.54%+1,199
CONSTELLATION ENERGY CORP(CEG)7,5847,161-4231,5292,3111.05%+782
HELMERICH & PAYNE INC(HP)050,536+50,53607660.35%+766
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
27,03227,149+1173,0583,7741.71%+716
SPROTT INC(SII)010,190+10,19007030.32%+703
AGNICO EAGLE MINES LTD(AEM)17,13921,340+4,2011,8582,5381.15%+680
SELECT SECTOR SPDR TR
ST STR ENERG ETF
07,490+7,49006350.29%+635
TESLA INC(TSLA)04,050+4,05001,2860.58%+1,286
ALPHABET INC(GOOG)010,209+10,20901,7990.81%+1,799
BROADCOM INC(AVGO)05,794+5,79401,5970.72%+1,597
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
012,647+12,64705550.25%+555
NUSCALE PWR CORP(SMR)013,885+13,88505490.25%+549
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
027,026+27,02609980.45%+998
TENARIS S A(TS)014,245+14,24505330.24%+533
ISHARES GOLD TR(IAU)08,479+8,47905290.24%+529
CAPITAL GROUP INTERNATIONAL
SHS
017,814+17,81405190.23%+519
META PLATFORMS INC(META)02,722+2,72202,0090.91%+2,009
VANGUARD INDEX FDS01,641+1,64109320.42%+932
ISHARES TR04,898+4,89804870.22%+487
PIMCO ETF TR
ENHAN SHRT MA AC
04,807+4,80704830.22%+483
CAMECO CORP(CCJ)023,160+23,16001,7190.78%+1,719
SHOPIFY INC(SHOP)03,895+3,89504490.20%+449
ADVANCED MICRO DEVICES INC(AMD)08,749+8,74901,2410.56%+1,241
SPROTT FDS TR
JUNIOR URANIUM
019,200+19,20004060.18%+406
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
09,940+9,94004040.18%+404
TWO RDS SHARED TR
REGENTS PK HDGD
037,173+37,17303880.18%+388
MP MATERIALS CORP(MP)8,71518,015+9,3002135990.27%+387
FIRST TR EXCHNG TRADED FD VI
SECUR PLUS ETF
017,714+17,71403740.17%+374
ISHARES TR0571+57103550.16%+355
PACER FDS TR
US CASH COWS 100
6,88513,090+6,2053777210.33%+344
TEXAS PACIFIC LAND CORPORATI(TPL)0325+32503430.16%+343
UNITED STS COMMODITY INDEX F(CPER)30,42641,066+10,6409611,2990.59%+338
SUPER MICRO COMPUTER INC(SMCI)06,830+6,83003350.15%+335
ISHARES TR01,760+1,76003320.15%+332
ISHARES TR7171,380+6632595860.27%+327
SAP SE(SAP)01,040+1,04003160.14%+316
WHEATON PRECIOUS METALS CORP(WPM)26,65626,256-4002,0692,3581.07%+288
PACER FDS TR
AMERICAN ENERGY
10,96018,013+7,0534517330.33%+283
ISHARES BITCOIN TRUST ETF(IBIT)04,522+4,52202770.13%+277
CARNIVAL CORP09,687+9,68702720.12%+272
SERVICENOW INC(NOW)0264+26402710.12%+271
CAMBRIA ETF TR04,062+4,06202640.12%+264
ISHARES TR1,3272,634+1,3072505120.23%+262
VISTRA CORP(VST)01,332+1,33202580.12%+258
ORACLE CORP(ORCL)03,520+3,52007700.35%+770
AXON ENTERPRISE INC(AXON)738777+393886430.29%+255
ALBEMARLE CORP027,955+27,95508970.41%+897
REDWIRE CORPORATION(RDW)20,06525,265+5,2001664120.19%+245
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
0106,346+106,34603,8111.73%+3,811
ALPHABET INC(GOOG)010,080+10,08001,7880.81%+1,788
ETFIS SER TR I
VIRTUS NEWFLEET
09,797+9,79702240.10%+224
GRAYSCALE BITCOIN TRUST ETF(GBTC)02,621+2,62102220.10%+222
FIRST TR EXCHANGE-TRADED ALP
COM SHS
01,510+1,51002220.10%+222
INVESCO EXCH TRADED FD TR II011,892+11,89202200.10%+220
NUSHARES ETF TR
NUVEEN ESG US
09,680+9,68002150.10%+215
ISHARES U S ETF TR
GSCI CMDTY STGY
08,166+8,16602110.10%+211
MOSAIC CO NEW(MOS)05,775+5,77502110.10%+211
EMERSON ELEC CO(EMR)01,579+1,57902110.10%+211
MICRON TECHNOLOGY INC(MU)01,691+1,69102080.09%+208
GE VERNOVA INC(GEV)0811+81104290.19%+429
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
04,288+4,28802060.09%+206
ISHARES TR02,029+2,02902010.09%+201
CHENIERE ENERGY INC(LNG)0823+82302000.09%+200
FIRST TR EXCHANGE-TRADED FD
COMMON SHS
103,788103,350-4381,4081,6060.73%+198
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
011,784+11,78401,0630.48%+1,063
MICROSTRATEGY INC(MSTR)01,171+1,17104730.21%+473
NETFLIX INC(NFLX)44244204125920.27%+180
TWO RDS SHARED TR
ANFIELD DYNAMIC
020,693+20,69301760.08%+176
CAPITAL GRP FIXED INCM ETF T
SHORT DURATION
036,977+36,97709590.43%+959
GE AEROSPACE(GE)1,1941,582+3882394070.18%+168
ISHARES TR06,282+6,28205210.24%+521
CROWDSTRIKE HLDGS INC(CRWD)0832+83204240.19%+424
FIRST TR EXCHANGE-TRADED ALP
COM SHS
021,738+21,73802,3901.08%+2,390
VANECK ETF TRUST
SEMICONDUCTR ETF
02,110+2,11005880.27%+588
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
12,98112,733-2488851,0360.47%+151
NEXGEN ENERGY LTD(NXE)062,500+62,50004340.20%+434
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
041,965+41,96502,6331.19%+2,633
APPLOVIN CORP(APP)01,187+1,18704160.19%+416
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,158+2,15804890.22%+489
FIRST TR EXCHNG TRADED FD VI
ACTIVE FACTOR LA
029,132+29,13209800.44%+980
UBER TECHNOLOGIES INC(UBER)6,1306,330+2004475910.27%+144
FRANCO NEV CORP(FNV)23,92023,806-1143,7693,9021.77%+133
JPMORGAN CHASE & CO.(JPM)03,482+3,48201,0090.46%+1,009
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
42,80542,392-4131,0361,1670.53%+132
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,671+2,67106760.31%+676
ENERGY TRANSFER L P(ET)21,37028,833+7,4633975230.24%+125
MERCADOLIBRE INC(MELI)117134+172283500.16%+122
DISNEY WALT CO(DIS)04,986+4,98606180.28%+618
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
030,021+30,02109330.42%+933
ISHARES TR
MSCI USA QLT FCT
02,675+2,67504890.22%+489
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