TCFG WEALTH MANAGEMENT, LLC Q1 2025 Filing

Filed April 17, 2025

Portfolio Value

$199.2B

Holdings

238

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (238 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
63,665$14.1B7.10%
2
NVDANVIDIA CORPORATION
83,326$9.0B4.53%
3
UYLDANGEL OAK FUNDS TRUST
116,676$6.0B2.99%
4
AMZNAMAZON COM INC
28,489$5.4B2.72%
5
BOXXEA SERIES TRUST
41,213$4.6B2.31%
6
MSFTMICROSOFT CORP
11,235$4.2B2.12%
7
FNVFRANCO NEV CORP
23,920$3.8B1.89%
8
DFACDIMENSIONAL ETF TRUST
108,308$3.6B1.79%
9
CVXCHEVRON CORP NEW
20,740$3.5B1.74%
10
VVISA INC
9,478$3.3B1.67%
11
GRIDFIRST TR EXCHANGE TRADED FD
27,032$3.1B1.54%
12
FTCSFIRST TR EXCHANGE-TRADED FD
31,867$2.9B1.43%
13
BACVERIZON COMMUNICATIONS INC
62,240$2.8B1.42%
14
RDVYFIRST TR EXCHANGE TRADED FD
42,404$2.5B1.25%
15
FEXFIRST TR LRGE CP CORE ALPHA
21,797$2.2B1.12%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
4,189$2.2B1.12%
17
WPMWHEATON PRECIOUS METALS CORP
26,656$2.1B1.04%
18
EPDENTERPRISE PRODS PARTNERS L
60,304$2.1B1.03%
19
CTASIMPLIFY EXCHANGE TRADED FUN
69,075$2.0B1.03%
20
PSLV/USPROTT PHYSICAL SILVER TR
165,625$1.9B0.96%
21
AEMAGNICO EAGLE MINES LTD
17,139$1.9B0.93%
22
VNOMUSDVIPER ENERGY INC
40,485$1.8B0.92%
23
FVDFIRST TR VALUE LINE DIVID IN
39,818$1.8B0.89%
24
LGOVFIRST TR EXCHANGE-TRADED FD
79,559$1.7B0.86%
25
FFORD MTR CO
163,054$1.6B0.82%
26
CEF/USPROTT PHYSICAL GOLD & SILVE
56,850$1.6B0.81%
27
AMLPALPS ETF TR
30,828$1.6B0.80%
28
GOOGALPHABET INC
9,959$1.6B0.78%
29
CEGCONSTELLATION ENERGY CORP
7,584$1.5B0.77%
30
METAMETA PLATFORMS INC
2,590$1.5B0.75%
31
FDDFIRST TR STOXX EUROPEAN SELE
103,788$1.4B0.71%
32
NDQINVESCO QQQ TR
2,820$1.3B0.66%
33
SPTSSPDR SER TR
44,615$1.3B0.65%
34
TBILRBB FD INC
25,202$1.3B0.63%
35
CCOCAMECO CORP
30,300$1.2B0.63%
36
GOOGLALPHABET INC
7,901$1.2B0.61%
37
COSTCOSTCO WHSL CORP NEW
1,278$1.2B0.61%
38
LMBSFIRST TR EXCHANGE-TRADED FD
24,437$1.2B0.60%
39
FDLFIRST TR MORNINGSTAR DIVID L
26,508$1.2B0.58%
40
XOMEXXON MOBIL CORP
9,546$1.1B0.57%
41
PSECPROSPECT CAP CORP
274,657$1.1B0.57%
42
NEMNEWMONT CORP
22,258$1.1B0.54%
43
FTAFIRST TR LRG CP VL ALPHADEX
13,997$1.1B0.54%
44
PGPROCTER AND GAMBLE CO
6,267$1.1B0.54%
45
FTSLFIRST TR EXCHANGE-TRADED FD
23,344$1.1B0.53%
46
BWXTBWX TECHNOLOGIES INC
10,800$1.1B0.53%
47
DDIVFIRST TR EXCHANGE TRADED FD
28,109$1.1B0.53%
48
KNGFIRST TR EXCHANGE-TRADED FD
20,905$1.1B0.53%
49
AVGOBROADCOM INC
6,205$1.0B0.52%
50
FGDFIRST TR EXCHANGE TRADED FD
42,805$1.0B0.52%
51
NUENUCOR CORP
8,382$1.0B0.51%
52
CSLCARLISLE COS INC
2,941$1.0B0.50%
53
MDIVFIRST TR EXCHANGE TRADED FD
61,226$1.0B0.50%
54
KMIKINDER MORGAN INC DEL
34,705$990.1M0.50%
55
GQ9SPDR GOLD TR
3,428$987.7M0.50%
56
BILSSPDR SER TR
9,725$967.5M0.49%
57
CPERUNITED STS COMMODITY INDEX F
30,426$961.5M0.48%
58
HDHOME DEPOT INC
2,447$896.8M0.45%
59
DUHPDIMENSIONAL ETF TRUST
27,004$894.9M0.45%
60
EMLPFIRST TR EXCHANGE-TRADED FD
23,714$889.0M0.45%
61
AIRRFIRST TR EXCHANGE TRADED FD
12,981$885.4M0.44%
62
SPYSPDR S&P 500 ETF TR
1,581$884.6M0.44%
63
JPMJPMORGAN CHASE & CO.
3,575$876.9M0.44%
64
TDIVFIRST TR EXCHANGE TRADED FD
11,788$867.7M0.44%
65
MMLGFIRST TR EXCHNG TRADED FD VI
30,486$832.6M0.42%
66
DFSVDIMENSIONAL ETF TRUST
29,465$829.4M0.42%
67
DFICDIMENSIONAL ETF TRUST
29,523$819.9M0.41%
68
BRK-BBERKSHIRE HATHAWAY INC DEL
1$798.4M0.40%
69
AMDADVANCED MICRO DEVICES INC
7,764$797.7M0.40%
70
CGSDCAPITAL GRP FIXED INCM ETF T
30,347$783.2M0.39%
71
MRKMERCK & CO INC
8,549$767.4M0.39%
72
PLTRPALANTIR TECHNOLOGIES INC
8,634$728.7M0.37%
73
DVNDEVON ENERGY CORP NEW
19,295$721.6M0.36%
74
BITOPROSHARES TR
38,370$702.9M0.35%
75
FYXFIRST TR SML CP CORE ALPHA F
7,759$699.0M0.35%
76
TSLATESLA INC
2,683$695.2M0.35%
77
GDXJVANECK ETF TRUST
11,595$663.2M0.33%
78
JNJJOHNSON & JOHNSON
3,975$659.2M0.33%
79
PTLCPACER FDS TR
12,677$652.2M0.33%
80
ALB 7.25 03/01/27ALBEMARLE CORP
18,155$647.2M0.32%
81
SDVYFIRST TR EXCHANGE-TRADED FD
18,781$629.1M0.32%
82
PEPPEPSICO INC
4,180$626.7M0.31%
83
MAMASTERCARD INCORPORATED
1,136$622.5M0.31%
84
FIXDFIRST TR EXCHNG TRADED FD VI
13,982$613.0M0.31%
85
DGCBDIMENSIONAL ETF TRUST
11,493$611.1M0.31%
86
RWLINVESCO EXCH TRADED FD TR II
6,148$610.7M0.31%
87
ETNEATON CORP PLC
2,231$606.5M0.30%
88
BUFRFIRST TR EXCHNG TRADED FD VI
20,242$601.0M0.30%
89
FXLFIRST TR EXCHANGE TRADED FD
4,457$589.4M0.30%
90
GCOWPACER FDS TR
15,937$589.3M0.30%
91
XFEBFIRST TR EXCH TRADED FD III
33,301$585.8M0.29%
92
CGUICAPITAL GRP FIXED INCM ETF T
23,171$583.7M0.29%
93
MOALTRIA GROUP INC
9,686$581.4M0.29%
94
SIVRABRDN SILVER ETF TRUST
17,844$580.1M0.29%
95
EDOWFIRST TR EXCHANGE-TRADED FD
15,855$574.3M0.29%
96
BAC 7.25 PERP LBANK AMERICA CORP
460$567.9M0.29%
97
XLKSELECT SECTOR SPDR TR
2,646$546.3M0.27%
98
LLYELI LILLY & CO
655$541.0M0.27%
99
FSIGFIRST TR EXCHANGE-TRADED FD
28,373$537.4M0.27%
100
MFICMIDCAP FINANCIAL INVSTMNT CO
41,656$535.7M0.27%
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