Fund HoldingsTFC Financial Management, Inc.

Total Portfolio Value
$419.03M
Total Bought
$36.42M
Total Sold
$10.92M
Net Transaction
+$25.50M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR0128,861+128,861013,0573.12%+13,057
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
0297,543+297,543012,8753.07%+12,875
ISHARES TR211,771220,241+8,47023,39024,3305.81%+940
EXXON MOBIL CORP41,95441,817-1374,5004,9171.17%+417
BERKSHIRE HATHAWAY INC DEL12,94413,749+8054,4144,8161.15%+402
INTERNATIONAL BUSINESS MACHS(IBM)10,60212,664+2,0621,4191,7770.42%+358
TIDAL ETF TR013,790+13,79002120.05%+212
NUSHARES ETF TR
NUVEEN ESG EMRGN
07,675+7,67502010.05%+201
ALPHABET INC(GOOG)7,5577,691+1349051,0060.24%+102
CHEVRON CORP NEW(CVX)1,4051,851+4462213120.07%+91
MCDONALDS CORP(MCD)01,124+1,12402960.07%+296
CROWN HLDGS INC(CCK)0924+9240820.02%+82
PERRIGO CO PLC(PRGO)02,450+2,4500780.02%+78
ABBVIE INC(ABBV)4,6134,631+186226900.16%+69
AUTOMATIC DATA PROCESSING IN2,7282,72806006560.16%+57
COURSERA INC(COUR)010,000+10,00001870.04%+187
ALPHABET INC(GOOG)6,0605,960-1007337860.19%+53
ISHARES TR0562+5620510.01%+51
ODDITY TECH LTD
SHS CL A
01,790+1,7900510.01%+51
KENVUE INC(KVUE)02,425+2,4250490.01%+49
CARVANA CO(CVNA)03,000+3,00001260.03%+126
THERMO FISHER SCIENTIFIC INC(TMO)0407+40702060.05%+206
ILLINOIS TOOL WKS INC(ITW)0625+62501440.03%+144
DESIGNER BRANDS INC015,570+15,57001970.05%+197
ELI LILLY & CO(LLY)0266+26601430.03%+143
IRON MTN INC DEL(IRM)0630+6300370.01%+37
ISHARES TR0362+3620370.01%+37
COSTCO WHSL CORP NEW(COST)1,0051,018+135415750.14%+34
SOFI TECHNOLOGIES INC(SOFI)09,457+9,4570760.02%+76
TJX COS INC NEW(TJX)5,7305,820+904865170.12%+31
COMCAST CORP NEW(CCZ)01,132+1,1320500.01%+50
META PLATFORMS INC(META)9691,020+512783060.07%+28
REGENERON PHARMACEUTICALS(REGN)0263+26302160.05%+216
METLIFE INC(MET)4,2584,25802412680.06%+27
AZENTA INC(AZTA)0500+5000250.01%+25
UNITEDHEALTH GROUP INC(UNH)0417+41702100.05%+210
ISHARES TR0227+2270240.01%+24
NVIDIA CORPORATION(NVDA)2,2262,216-109429640.23%+22
AMERICAN SUPERCONDUCTOR CORP016,471+16,47101240.03%+124
AMAZON COM INC(AMZN)10,21010,620+4101,3311,3500.32%+19
THE TRADE DESK INC(TTD)15,33415,394+601,1841,2030.29%+19
NEWMONT CORP(NEM)0705+7050260.01%+26
APTIV PLC(APTV)0614+6140610.01%+61
CONOCOPHILLIPS(COP)01,018+1,01801220.03%+122
INTEL CORP(INTC)7,1687,16802402550.06%+15
ISHARES TR0208+2080150.00%+15
SCHLUMBERGER LTD(SLB)0363+3630210.01%+21
APTARGROUP INC01,590+1,59001990.05%+199
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0102+1020140.00%+14
KKR & CO INC(KKR)02,550+2,55001570.04%+157
ZOETIS INC(ZTS)1,8571,918+613203340.08%+14
DROPBOX INC(DBX)0500+5000140.00%+14
ISHARES TR0271+2710130.00%+13
BROADCOM INC(AVGO)0117+1170970.02%+97
MASTERCARD INCORPORATED(MA)2,4022,419+179459580.23%+13
VANGUARD INDEX FDS2,5022,707+2055515640.13%+13
CDW CORP(CDW)0145+1450290.01%+29
DUPONT DE NEMOURS INC(DD)4,0044,00402862990.07%+13
WISDOMTREE TR(WT)0200+2000120.00%+12
INGREDION INC(INGR)0124+1240120.00%+12
ARISTA NETWORKS INC0291+2910540.01%+54
ONEOK INC NEW(OKE)0201+2010130.00%+13
EMERSON ELEC CO(EMR)01,715+1,71501660.04%+166
AUTOZONE INC(AZO)05+50130.00%+13
PUBMATIC INC05,750+5,7500700.02%+70
MEDTRONIC PLC(MDT)01,583+1,58301240.03%+124
DANAHER CORPORATION(DHR)1,2291,22902953050.07%+10
CHUBB LIMITED
COM
0202+2020420.01%+42
WISDOMTREE TR(WT)0150+1500100.00%+10
THE CIGNA GROUP(CI)1,7281,72804854940.12%+9
REINSURANCE GRP OF AMERICA I(RGA)064+64090.00%+9
AT&T INC(T)04,338+4,3380650.02%+65
PRUDENTIAL FINL INC(PFH)01,369+1,36901300.03%+130
UNION PAC CORP(UNP)0507+50701030.02%+103
BLACKSTONE INC(BX)0235+2350250.01%+25
CINTAS CORP(CTAS)024+240120.00%+12
WALMART INC(WMT)3,0793,07904844920.12%+8
QUANTA SVCS INC0202+2020380.01%+38
MICROSTRATEGY INC(MSTR)025+25080.00%+8
CME GROUP INC(CME)0544+54401090.03%+109
SAREPTA THERAPEUTICS INC(SRPT)067+67080.00%+8
RPM INTL INC(RPM)01,554+1,55401470.04%+147
DUOLINGO INC(DUOL)047+47080.00%+8
BUNGE LIMITED070+70080.00%+8
AMGEN INC(AMGN)0160+1600430.01%+43
LAM RESEARCH CORP(LRCX)028+280180.00%+18
VISA INC(V)0545+54501250.03%+125
CISCO SYS INC(CSCO)03,248+3,24801750.04%+175
ROKU INC(ROKU)01,005+1,0050710.02%+71
NUSCALE PWR CORP(SMR)04,400+4,4000220.01%+22
CADENCE DESIGN SYSTEM INC(CDNS)034+34080.00%+8
BLACKROCK INC(BLK)014+14090.00%+9
MOTOROLA SOLUTIONS INC(MSI)097+970260.01%+26
CELANESE CORP DEL(CE)048+48060.00%+6
MARQETA INC(MQ)05,250+5,2500310.01%+31
CHART INDS INC(GTLS)0100+1000170.00%+17
TELEDYNE TECHNOLOGIES INC(TDY)014+14060.00%+6
PHILLIPS 66(PSX)0230+2300280.01%+28
EATON CORP PLC(ETN)0457+4570980.02%+98
COPART INC(CPRT)0819+8190350.01%+35
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