TCFG WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ANET | 2K | $359.61K |
 | CRCL | 2K | $323.50K |
 | BX | 2K | $410.84K |
 | TSM | 2K | $629.90K |
 | PANW | 2K | $424.75K |
 | ETN | 2K | $778.81K |
 | APP | 2K | $1.48M |
 | MS | 2K | $321.58K |
 | BFC | 2K | $245.29K |
 | L | 2K | $200.78K |
 | HD | 2K | $786.26K |
 | BA | 2K | $410.04K |
 | VLO | 2K | $314.47K |
 | GE | 2K | $498.64K |
 | BABA | 2K | $278.90K |
 | EMR | 2K | $203.20K |
 | R | 1K | $272.40K |
 | VST | 1K | $260.98K |
 | WCN | 1K | $227.28K |
 | MSTR | 1K | $394.23K |
Arista Networks, Inc.
ANET
Shares Held
2K
Value
$359.61K
Circle Internet Group
CRCL
Shares Held
2K
Value
$323.50K
Blackstone Inc.
BX
Shares Held
2K
Value
$410.84K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2K
Value
$629.90K
Palo Alto Networks, Inc.
PANW
Shares Held
2K
Value
$424.75K
Eaton Corporation plc
ETN
Shares Held
2K
Value
$778.81K
AppLovin Corporation
APP
Shares Held
2K
Value
$1.48M
Morgan Stanley
MS
Shares Held
2K
Value
$321.58K
Bank First Corporation
BFC
Shares Held
2K
Value
$245.29K
Loews Corporation
L
Shares Held
2K
Value
$200.78K
The Home Depot, Inc.
HD
Shares Held
2K
Value
$786.26K
The Boeing Company
BA
Shares Held
2K
Value
$410.04K
Valero Energy Corporation
VLO
Shares Held
2K
Value
$314.47K
GE Aerospace
GE
Shares Held
2K
Value
$498.64K
Alibaba Group Holding Limited
BABA
Shares Held
2K
Value
$278.90K
Emerson Electric Co.
EMR
Shares Held
2K
Value
$203.20K
Ryder System, Inc.
R
Shares Held
1K
Value
$272.40K
Vistra Corp.
VST
Shares Held
1K
Value
$260.98K
Waste Connections, Inc.
WCN
Shares Held
1K
Value
$227.28K
MicroStrategy Incorporated
MSTR
Shares Held
1K
Value
$394.23K