TCFG WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | INTU | 18K | $27 |
 | CDNS | 17K | $49 |
 | UNH | 17K | $77.20K |
 | MSIF | 17K | $217.32K |
 | VZ | 17K | $730.18K |
 | CVX | 16K | $2.49M |
 | DVN | 16K | $556.03K |
 | OPFI | 15K | $169.66K |
 | XOM | 14K | $1.61M |
 | DUK | 14K | $42.81K |
 | FICO | 14K | $9 |
 | KGC | 14K | $337.61K |
 | T | 14K | $383.29K |
 | SII | 13K | $1.11M |
 | FSK | 13K | $189.94K |
 | KHC | 12K | $320.29K |
 | PNW | 12K | $134 |
 | PBA | 11K | $450.50K |
 | VIVK | 11K | $4.66K |
 | TJX | 11K | $76 |
Intuit Inc.
INTU
Shares Held
18K
Value
$27
Cadence Design Systems, Inc.
CDNS
Shares Held
17K
Value
$49
UnitedHealth Group Incorporated
UNH
Shares Held
17K
Value
$77.20K
MSC Income Fund, Inc.
MSIF
Shares Held
17K
Value
$217.32K
Verizon Communications Inc.
VZ
Shares Held
17K
Value
$730.18K
Chevron Corporation
CVX
Shares Held
16K
Value
$2.49M
Devon Energy Corporation
DVN
Shares Held
16K
Value
$556.03K
OppFi Inc.
OPFI
Shares Held
15K
Value
$169.66K
Exxon Mobil Corporation
XOM
Shares Held
14K
Value
$1.61M
Duke Energy Corporation
DUK
Shares Held
14K
Value
$42.81K
Fair Isaac Corporation
FICO
Shares Held
14K
Value
$9
Kinross Gold Corporation
KGC
Shares Held
14K
Value
$337.61K
AT&T Inc.
T
Shares Held
14K
Value
$383.29K
Sprott Inc.
SII
Shares Held
13K
Value
$1.11M
FS KKR Capital Corp.
FSK
Shares Held
13K
Value
$189.94K
The Kraft Heinz Company
KHC
Shares Held
12K
Value
$320.29K
Pinnacle West Capital Corporation
PNW
Shares Held
12K
Value
$134
Pembina Pipeline Corporation
PBA
Shares Held
11K
Value
$450.50K
Vivakor, Inc.
VIVK
Shares Held
11K
Value
$4.66K
The TJX Companies, Inc.
TJX
Shares Held
11K
Value
$76