TCFG WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DIS | 5K | $592.80K |
 | O | 5K | $292.78K |
 | WMT | 5K | $489.50K |
 | JNJ | 4K | $759.21K |
 | JXN | 4K | $410.79K |
 | SHOP | 4K | $601.13K |
 | BRK-B | 4K | $1.96M |
 | TSLA | 4K | $1.63M |
 | HOOD | 4K | $519.17K |
 | ORCL | 4K | $984.90K |
 | OKE | 3K | $251.55K |
 | JPM | 3K | $1.04M |
 | KR | 3K | $214.63K |
 | CSL | 3K | $967.47K |
 | PEP | 3K | $408.31K |
 | CRWV | 3K | $368.54K |
 | BWXT | 3K | $495.58K |
 | RTX | 3K | $437.25K |
 | MU | 3K | $434.63K |
 | META | 3K | $1.87M |
The Walt Disney Company
DIS
Shares Held
5K
Value
$592.80K
Realty Income Corporation
O
Shares Held
5K
Value
$292.78K
Walmart Inc.
WMT
Shares Held
5K
Value
$489.50K
Johnson & Johnson
JNJ
Shares Held
4K
Value
$759.21K
Jackson Financial Inc.
JXN
Shares Held
4K
Value
$410.79K
Shopify Inc.
SHOP
Shares Held
4K
Value
$601.13K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.96M
Tesla, Inc.
TSLA
Shares Held
4K
Value
$1.63M
Robinhood Markets, Inc.
HOOD
Shares Held
4K
Value
$519.17K
Oracle Corporation
ORCL
Shares Held
4K
Value
$984.90K
ONEOK, Inc.
OKE
Shares Held
3K
Value
$251.55K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$1.04M
The Kroger Co.
KR
Shares Held
3K
Value
$214.63K
Carlisle Companies Incorporated
CSL
Shares Held
3K
Value
$967.47K
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$408.31K
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
3K
Value
$368.54K
BWX Technologies, Inc.
BWXT
Shares Held
3K
Value
$495.58K
RTX Corporation
RTX
Shares Held
3K
Value
$437.25K
Micron Technology, Inc.
MU
Shares Held
3K
Value
$434.63K
Meta Platforms, Inc.
META
Shares Held
3K
Value
$1.87M