Fund HoldingsTCFG WEALTH MANAGEMENT, LLC

Total Portfolio Value
$256.00M
Total Bought
$25.01M
Total Sold
$28.58M
Net Transaction
-$3.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANECK ETF TRUST
JUNIOR GOLD MINE
73,81882,964+9,1467,3109,4403.69%+2,129
ABRDN PLATINUM ETF TRUST05,650+5,65001,0530.41%+1,053
SPDR SERIES TRUST
ST STR BL 12 ETF
08,580+8,58008510.33%+851
GLOBAL X FDS
GLOBAL X SILVER
09,685+9,68508090.32%+809
HYCROFT MINING HOLDING CORP(HYMC)030,885+30,88507340.29%+734
SELECT SECTOR SPDR TR
ST STR TECHN ETF
04,997+4,99707190.28%+719
APPLE INC(AAPL)60,97659,662-1,31415,52616,2196.34%+692
EA SERIES TRUST
STRIVE ENHANCED
033,850+33,85006850.27%+685
VANECK ETF TRUST
RARE EAR STR ETF
28,31334,287+5,9741,8642,5380.99%+674
BLUEROCK PVT REAL ESTATE FD(BPRE)044,494+44,49406670.26%+667
CONAGRA BRANDS INC(CAG)037,050+37,05006410.25%+641
ALPS ETF TR
ALERIAN MLP
032,853+32,85301,5450.60%+1,545
ALPHABET INC(GOOG)10,1829,783-3992,4763,0671.20%+591
SPROTT FDS TR
SPROTT CRITICAL
020,245+20,24505860.23%+586
INTERNATIONAL BUSINESS MACHS(IBM)01,965+1,96505820.23%+582
GLOBAL X FDS
GLOBAL X COPPER
07,640+7,64005480.21%+548
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
25,77548,690+22,9155861,1020.43%+517
SPROTT ASSET MANAGEMENT LP(PSLV)74,97570,875-4,1001,1771,6760.65%+499
PUTNAM ETF TRUST064,735+64,73504740.19%+474
MICRON TECHNOLOGY INC(MU)2,5973,161+5644359030.35%+468
ALPS ETF TR
ALERIAN ENERGY
014,858+14,85804670.18%+467
ADVANCED MICRO DEVICES INC(AMD)8,9018,848-531,4401,8950.74%+455
ANNALY CAPITAL MANAGEMENT IN020,087+20,08704490.18%+449
PACER FDS TR
TRENDPILOT 100
5,01110,471+5,4603888240.32%+435
SPROTT INC(SII)13,35015,700+2,3501,1101,5400.60%+430
GENERAL MTRS CO(GM)05,159+5,15904200.16%+420
CAMECO CORP(CCJ)22,62024,875+2,2551,8972,2760.89%+379
SELECT SECTOR SPDR TR
ST STR SVC ETF
03,028+3,02803560.14%+356
ISHARES TR02,793+2,79303370.13%+337
KINDER MORGAN INC DEL(KMI)044,747+44,74701,2300.48%+1,230
BITWISE BITCOIN ETF TR(BITB)06,484+6,48403080.12%+308
ISHARES TR03,149+3,14903030.12%+303
UNITED STS COMMODITY INDEX F(CPER)45,94448,029+2,0851,3781,6790.66%+301
COREWEAVE INC(CRWV)2,6939,231+6,5383696610.26%+292
PACER FDS TR
TRENDP US LAR CP
17,38322,329+4,9469521,2410.48%+289
ISHARES TR
MSCI USA MMENTM
02,690+2,69006730.26%+673
ALBEMARLE CORP012,150+12,15007220.28%+722
ALPHABET INC(GOOG)10,0968,672-1,4242,4592,7211.06%+262
EXCHANGE TRADED CONCEPTS TRU03,950+3,95002510.10%+251
DISNEY WALT CO(DIS)07,362+7,36208380.33%+838
CORNING INC(GLW)02,775+2,77502430.09%+243
ISHARES SILVER TR(SLV)03,745+3,74502410.09%+241
MORGAN STANLEY ETF TRUST
EATO VAN MU ETF
04,400+4,40002340.09%+234
ABRDN ETFS011,686+11,68602280.09%+228
J P MORGAN EXCHANGE TRADED F
HIGH YIELD MUNI
04,467+4,46702240.09%+224
TEMA ETF TRUST07,485+7,48502170.08%+217
DOLLAR TREE INC(DLTR)01,752+1,75202160.08%+216
NUCOR CORP(NUE)07,701+7,70101,2560.49%+1,256
ABRDN SILVER ETF TRUST012,237+12,23708280.32%+828
AST SPACEMOBILE INC(ASTS)02,910+2,91002110.08%+211
TWO RDS SHARED TR
ANFIELD UNVL ETF
022,072+22,07202080.08%+208
SPROTT ASSET MANAGEMENT LP(PHYS)06,125+6,12502020.08%+202
CARNIVAL CORP06,600+6,60002020.08%+202
CONSTELLATION ENERGY CORP(CEG)7,3467,406+602,4172,6161.02%+199
ELI LILLY & CO(LLY)0617+61706630.26%+663
BANK AMERICA CORP011,739+11,73906460.25%+646
WHEATON PRECIOUS METALS CORP(WPM)26,16626,291+1252,9263,0901.21%+163
MERCK & CO INC(MRK)06,967+6,96707330.29%+733
CELESTICA INC(CLS)1,1581,440+2822854260.17%+141
WISDOMTREE TR(WT)8,5858,815+2306828200.32%+138
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
28,93929,457+5184,3724,5071.76%+135
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
31,26633,867+2,6011,2361,3620.53%+126
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
41,02341,515+4922,7592,8841.13%+125
VIPER ENERGY INC(VNOM)6,0509,125+3,0752313520.14%+121
FIRST TR EXCHANGE-TRADED FD
COMMON SHS
0101,934+101,93401,7840.70%+1,784
AGNICO EAGLE MINES LTD(AEM)20,70621,206+5003,4903,5951.40%+105
AMAZON COM INC(AMZN)027,439+27,43906,3342.47%+6,334
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
043,014+43,01401,3020.51%+1,302
CAPITAL GROUP INTERNATIONAL
SHS
20,51522,029+1,5146327160.28%+84
VISA INC(V)09,244+9,24403,2411.27%+3,241
BOEING CO(BA)02,253+2,25304890.19%+489
VANECK ETF TRUST
SEMICONDUCTR ETF
2,1102,115+56897620.30%+73
KLA CORP(KLAC)0476+47605780.23%+578
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
21,24721,125-1222,3512,4190.94%+68
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
13,03214,168+1,1365726300.25%+58
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,2552,252-36306840.27%+55
ENTERPRISE PRODS PARTNERS L(EPD)060,604+60,60401,9430.76%+1,943
PACER FDS TR
TRENDP US MID CP
14,39015,905+1,5155155670.22%+52
SPDR GOLD TR(GLD)02,694+2,69401,0680.42%+1,068
PARKER-HANNIFIN CORP(PH)0510+51004480.18%+448
JOHNSON & JOHNSON(JNJ)4,0953,895-2007598060.31%+47
GE VERNOVA INC(GEV)886901+155455890.23%+44
AMGEN INC(AMGN)0928+92803040.12%+304
ISHARES TR10,65910,937+2783664060.16%+40
JPMORGAN CHASE & CO.(JPM)03,339+3,33901,0760.42%+1,076
RTX CORPORATION(RTX)2,6132,579-344374730.18%+36
SHOPIFY INC(SHOP)4,0453,945-1006016350.25%+34
GE AEROSPACE(GE)1,6581,721+634995300.21%+31
MORGAN STANLEY(MS)2,0231,985-383223520.14%+31
REDDIT INC(RDDT)9501,080+1302182480.10%+30
FIRST TR EXCHANGE-TRADED ALP
COM SHS
7,3097,287-227978240.32%+28
WALMART INC(WMT)04,636+4,63605170.20%+517
BROADCOM INC(AVGO)6,3156,092-2232,0832,1090.82%+25
PACER FDS TR
DEVELOPED MRKT
010,400+10,40004020.16%+402
FIRST TR EXCH TRD ALPHDX FD
EUROPE ALPHADEX
08,420+8,42004530.18%+453
FIRST TR EXCHANGE-TRADED FD08,810+8,81004980.19%+498
KROGER CO(KR)03,753+3,75302340.09%+234
NORTHERN DYNASTY MINERALS LT(NAK)024,600+24,6000480.02%+48
PACER FDS TR
GLOBL CASH ETF
015,574+15,57406420.25%+642
FORD MTR CO(F)022,160+22,16002910.11%+291
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