TFC Financial Management, Inc. Q1 2025 Filing

Filed April 24, 2025

Portfolio Value

$653.2M

Holdings

958

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (958 positions)

StockValue
IWPISHARES TR
$90K
CVIEMORGAN STANLEY ETF TRUST
$90K
QCOMQUALCOMM INC
$89K
ETHOAMPLIFY ETF TR
$88K
GGENPACT LIMITED
$88K
ORLYOREILLY AUTOMOTIVE INC
$87K
GILDGILEAD SCIENCES INC
$87K
AMATAPPLIED MATLS INC
$83K
INTCINTEL CORP
$83K
MCOMOODYS CORP
$82K
PPLPPL CORP
$82K
AVEMAMERICAN CENTY ETF TR
$80K
DFUSDIMENSIONAL ETF TRUST
$79K
KHCKRAFT HEINZ CO
$77K
ZBHZIMMER BIOMET HOLDINGS INC
$77K
WATWATERS CORP
$77K
ECLECOLAB INC
$76K
RYROYAL BK CDA
$75K
TSCOTRACTOR SUPPLY CO
$73K
BABOEING CO
$72K
PG4PRINCIPAL FINANCIAL GROUP IN
$71K
HEIHEICO CORP NEW
$71K
CVSCVS HEALTH CORP
$70K
EUADSPINNAKER ETF SERIES
$70K
PRGOPERRIGO CO PLC
$70K
FNCLFIDELITY COVINGTON TRUST
$70K
AVDVAMERICAN CENTY ETF TR
$70K
VTVANGUARD INTL EQUITY INDEX F
$68K
COURCOURSERA INC
$67K
ABNBAIRBNB INC
$66K
PGRPROGRESSIVE CORP
$65K
COPCONOCOPHILLIPS
$65K
DVYEISHARES INC
$64K
CVLTCOMMVAULT SYS INC
$63K
VRTVERTIV HOLDINGS CO
$63K
TDTORONTO DOMINION BK ONT
$62K
MIGAMICROSTRATEGY INC
$60K
KVUEKENVUE INC
$60K
VSSVANGUARD INTL EQUITY INDEX F
$60K
UPSUNITED PARCEL SERVICE INC
$59K
LDILOANDEPOT INC
$59K
CBCHUBB LIMITED
$59K
SCHASCHWAB STRATEGIC TR
$59K
NFLXNETFLIX INC
$59K
BKBANK NEW YORK MELLON CORP
$58K
DBIDESIGNER BRANDS INC
$57K
MCKMCKESSON CORP
$57K
SCHXSCHWAB STRATEGIC TR
$55K
AEPAMERICAN ELEC PWR CO INC
$55K
OGNORGANON & CO
$54K
SHELSHELL PLC
$54K
BLKBLACKROCK INC
$53K
SMRNUSCALE PWR CORP
$53K
CPRTCOPART INC
$52K
ADBEADOBE INC
$52K
NETCLOUDFLARE INC
$52K
PWRQUANTA SVCS INC
$52K
AMGNAMGEN INC
$51K
TILEINTERFACE INC
$50K
DEMWISDOMTREE TR
$48K
KDKYNDRYL HLDGS INC
$48K
BROBROWN & BROWN INC
$48K
AKXANSYS INC
$48K
GPNGLOBAL PMTS INC
$47K
EQTEQT CORP
$47K
FSTAFIDELITY COVINGTON TRUST
$46K
GQ9SPDR GOLD TR
$43K
ICEINTERCONTINENTAL EXCHANGE IN
$43K
DUKDUKE ENERGY CORP NEW
$43K
MSIMOTOROLA SOLUTIONS INC
$42K
VYMIVANGUARD WHITEHALL FDS
$42K
SMHVANECK ETF TRUST
$42K
LNGCHENIERE ENERGY INC
$42K
OTISOTIS WORLDWIDE CORP
$41K
SESEA LTD
$39K
QFINQIFU TECHNOLOGY INC
$37K
APTVAPTIV PLC
$37K
SCHESCHWAB STRATEGIC TR
$36K
TXNTEXAS INSTRS INC
$36K
BPBP PLC
$36K
GRMNGARMIN LTD
$34K
PNCPNC FINL SVCS GROUP INC
$33K
GISGENERAL MLS INC
$33K
NUNU HLDGS LTD
$32K
BXBLACKSTONE INC
$32K
TWTRADEWEB MKTS INC
$31K
T7DTRANSDIGM GROUP INC
$30K
NXTNEXTRACKER INC
$30K
FANGDIAMONDBACK ENERGY INC
$30K
MTBM & T BK CORP
$30K
ORCLORACLE CORP
$30K
DEUSDBX ETF TR
$30K
SBG1SEACOAST BKG CORP FLA
$29K
ARMARM HOLDINGS PLC
$28K
BSXBOSTON SCIENTIFIC CORP
$28K
DUOLDUOLINGO INC
$28K
KVYOKLAVIYO INC
$27K
XLBSELECT SECTOR SPDR TR
$27K
AMDADVANCED MICRO DEVICES INC
$27K
PLTRPALANTIR TECHNOLOGIES INC
$27K
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