TFC Financial Management
Latest statistics and disclosures from TFC Financial Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IDEV, DFUV, JQUA, DFAT, and represent 61.58% of TFC Financial Management's stock portfolio.
- Added to shares of these 10 stocks: IDEV (+$24M), IEMG, GVI, IVV, SHY, JQUA, SHV, JSTC, WMT, BSV.
- Started 265 new stock positions in POST, HSY, JBL, DAL, NHC, ON, WFRD, CTLT, AEE, ELF.
- Reduced shares in these 10 stocks: DFUV, NETZ, ONB, DFAT, , JPM, FUL, VOO, MSFT, MCD.
- Sold out of its positions in CF, Cooper Companies, D, FDIG, FREL, FSRN, FleetCor Technologies, FOXA, ImmunoGen, TIP. MUB, MOS, Spirit Realty Capital, VOD, DLN, DGRW, YUMC, ZI, INMD.
- TFC Financial Management was a net buyer of stock by $34M.
- TFC Financial Management has $563M in assets under management (AUM), dropping by 13.80%.
- Central Index Key (CIK): 0001827844
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Portfolio Holdings for TFC Financial Management
TFC Financial Management holds 904 positions in its portfolio as reported in the March 2024 quarterly 13F filing
TFC Financial Management has 904 total positions. Only the first 250 positions are shown.
- Sign up to view all of the TFC Financial Management March 31, 2024 positions
- Download the TFC Financial Management March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 27.5 | $155M | 294k | 525.73 |
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| Ishares Tr Core Msci Intl (IDEV) | 16.1 | $91M | +36% | 1.4M | 67.13 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 7.3 | $41M | -3% | 1000k | 40.90 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 5.5 | $31M | +3% | 589k | 52.87 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 5.2 | $29M | 536k | 54.43 |
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| Ishares Tr Short Treas Bd (SHV) | 4.5 | $25M | +3% | 228k | 110.54 |
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| Ishares Core Msci Emkt (IEMG) | 3.6 | $20M | +27% | 391k | 51.60 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 3.0 | $17M | +17% | 164k | 103.98 |
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| Apple (AAPL) | 1.6 | $9.0M | 53k | 171.48 |
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| Johnson & Johnson (JNJ) | 1.5 | $8.5M | 54k | 158.19 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.3 | $7.5M | +30% | 91k | 81.78 |
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| Microsoft Corporation (MSFT) | 1.1 | $6.1M | 15k | 420.73 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $5.7M | 14k | 420.52 |
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| Merck & Co (MRK) | 1.0 | $5.4M | 41k | 131.95 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $4.8M | 41k | 116.24 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $4.3M | +7% | 56k | 76.67 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $4.1M | 12k | 346.61 |
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| Old National Ban (ONB) | 0.7 | $3.7M | -12% | 212k | 17.41 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.6 | $3.2M | 28k | 115.30 |
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.5 | $3.0M | +3% | 111k | 27.50 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $2.6M | 12k | 228.59 |
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| International Business Machines (IBM) | 0.4 | $2.5M | 13k | 190.96 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $2.4M | -4% | 8.2k | 288.04 |
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| Tidal Etf Tr Adasina Social (JSTC) | 0.4 | $2.2M | +37% | 126k | 17.73 |
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| Amazon (AMZN) | 0.4 | $2.2M | +9% | 12k | 180.38 |
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| NVIDIA Corporation (NVDA) | 0.4 | $2.0M | -2% | 2.3k | 903.62 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $2.0M | 12k | 175.27 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $1.9M | -5% | 12k | 164.35 |
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| Tcw Transform Etf Trust Transform System (NETZ) | 0.3 | $1.9M | -33% | 28k | 68.42 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.7M | -2% | 3.2k | 523.16 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.7M | -4% | 15k | 110.52 |
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| Tesla Motors (TSLA) | 0.3 | $1.6M | -2% | 9.4k | 175.79 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.6M | +9% | 22k | 72.63 |
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| Procter & Gamble Company (PG) | 0.3 | $1.5M | 9.4k | 162.24 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.4M | +23% | 3.0k | 481.58 |
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| Genasys (GNSS) | 0.3 | $1.4M | 600k | 2.37 |
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| The Trade Desk Com Cl A (TTD) | 0.2 | $1.3M | 15k | 87.42 |
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| L3harris Technologies (LHX) | 0.2 | $1.3M | 6.1k | 213.08 |
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| General Electric Com New (GE) | 0.2 | $1.3M | 7.4k | 175.52 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.2M | -10% | 2.5k | 480.77 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.1M | -2% | 7.6k | 150.93 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.0M | +14% | 14k | 74.22 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.0M | +4% | 4.2k | 249.87 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $977k | -17% | 4.9k | 200.32 |
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| Datadog Cl A Com (DDOG) | 0.2 | $933k | 7.6k | 123.60 |
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| Abbott Laboratories (ABT) | 0.2 | $920k | -3% | 8.1k | 113.66 |
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| Expedia Group Com New (EXPE) | 0.2 | $904k | 6.6k | 137.75 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $902k | 5.5k | 162.85 |
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| Home Depot (HD) | 0.2 | $896k | 2.3k | 383.61 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $869k | 2.6k | 337.03 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $834k | 3.5k | 239.78 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $818k | -11% | 5.4k | 152.26 |
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| Abbvie (ABBV) | 0.1 | $808k | 4.4k | 182.11 |
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| 3M Company (MMM) | 0.1 | $773k | 7.3k | 106.07 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $732k | 23k | 31.95 |
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| First Financial Bankshares (FFIN) | 0.1 | $730k | 22k | 32.81 |
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| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.1 | $711k | +9% | 711k | 1.00 |
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| Costco Wholesale Corporation (COST) | 0.1 | $674k | 920.00 | 732.65 |
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| Shopify Cl A (SHOP) | 0.1 | $631k | 8.2k | 77.17 |
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| Genuine Parts Company (GPC) | 0.1 | $628k | 4.1k | 154.93 |
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| Cigna Corp (CI) | 0.1 | $628k | 1.7k | 363.20 |
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| Automatic Data Processing (ADP) | 0.1 | $624k | 2.5k | 249.74 |
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| Colgate-Palmolive Company (CL) | 0.1 | $617k | -3% | 6.9k | 90.05 |
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| TJX Companies (TJX) | 0.1 | $591k | 5.8k | 101.42 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $582k | 8.3k | 70.00 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $543k | +2% | 14k | 39.66 |
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| Wal-Mart Stores (WMT) | 0.1 | $540k | +201% | 9.0k | 60.17 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $536k | 6.7k | 79.86 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $528k | 544.00 | 970.47 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $526k | 6.3k | 84.09 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $526k | -3% | 1.3k | 399.09 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $494k | -4% | 3.8k | 128.40 |
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| Meta Platforms Cl A (META) | 0.1 | $492k | 1.0k | 485.49 |
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| Altria (MO) | 0.1 | $472k | 11k | 43.62 |
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| Broadstone Net Lease (BNL) | 0.1 | $388k | 25k | 15.67 |
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| Stryker Corporation (SYK) | 0.1 | $387k | 1.1k | 357.91 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $357k | +284% | 5.9k | 60.74 |
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| Visa Com Cl A (V) | 0.1 | $340k | +123% | 1.2k | 279.11 |
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| Pfizer (PFE) | 0.1 | $337k | -18% | 12k | 27.75 |
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| H.B. Fuller Company (FUL) | 0.1 | $331k | -33% | 4.1k | 79.74 |
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| Intel Corporation (INTC) | 0.1 | $318k | 7.2k | 44.17 |
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| Zoetis Cl A (ZTS) | 0.1 | $317k | -2% | 1.9k | 169.21 |
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| MetLife (MET) | 0.1 | $316k | 4.3k | 74.11 |
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| Corteva (CTVA) | 0.1 | $315k | -4% | 5.5k | 57.67 |
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| Danaher Corporation (DHR) | 0.1 | $306k | 1.2k | 249.70 |
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| Pepsi (PEP) | 0.1 | $303k | -10% | 1.7k | 175.04 |
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| Philip Morris International (PM) | 0.1 | $296k | -2% | 3.2k | 91.62 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $292k | 7.0k | 41.77 |
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| Dupont De Nemours (DD) | 0.1 | $284k | -7% | 3.7k | 76.67 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $277k | +500% | 3.2k | 86.18 |
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| Lowe's Companies (LOW) | 0.0 | $276k | -2% | 1.1k | 254.84 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $272k | +8% | 4.3k | 63.32 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $271k | 1.4k | 191.88 |
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| S&p Global (SPGI) | 0.0 | $269k | 632.00 | 425.46 |
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| Coca-Cola Company (KO) | 0.0 | $268k | 4.4k | 61.18 |
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| salesforce (CRM) | 0.0 | $265k | 880.00 | 301.18 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $265k | 770.00 | 344.02 |
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| Kkr & Co (KKR) | 0.0 | $257k | 2.6k | 100.58 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $253k | 263.00 | 962.49 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $250k | 1.2k | 208.22 |
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| Metropcs Communications (TMUS) | 0.0 | $242k | 1.5k | 163.22 |
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| Waste Management (WM) | 0.0 | $242k | 1.1k | 213.16 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $238k | 2.0k | 120.99 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $236k | 1.8k | 129.35 |
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| Goldman Sachs (GS) | 0.0 | $233k | 558.00 | 418.02 |
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| Analog Devices (ADI) | 0.0 | $227k | -15% | 1.1k | 197.80 |
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| Hubspot (HUBS) | 0.0 | $227k | 362.00 | 626.56 |
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| Dow (DOW) | 0.0 | $225k | -27% | 3.9k | 57.93 |
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| American Superconductor Corp Shs New (AMSC) | 0.0 | $223k | 17k | 13.51 |
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| Carrier Global Corporation (CARR) | 0.0 | $218k | 3.7k | 58.13 |
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| Rockwell Automation (ROK) | 0.0 | $217k | 746.00 | 291.33 |
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| Nextera Energy (NEE) | 0.0 | $217k | +7% | 3.4k | 63.92 |
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| CVS Caremark Corporation (CVS) | 0.0 | $217k | +2% | 2.7k | 79.77 |
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| Becton, Dickinson and (BDX) | 0.0 | $209k | +12% | 844.00 | 247.45 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $208k | -4% | 2.3k | 90.91 |
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| UnitedHealth (UNH) | 0.0 | $204k | 413.00 | 494.79 |
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| McDonald's Corporation (MCD) | 0.0 | $201k | -36% | 713.00 | 282.00 |
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| Amphenol Corp Cl A (APH) | 0.0 | $197k | 1.7k | 115.35 |
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| Emerson Electric (EMR) | 0.0 | $194k | 1.7k | 113.39 |
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| Aptar (ATR) | 0.0 | $191k | 1.3k | 143.90 |
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| Chevron Corporation (CVX) | 0.0 | $191k | -35% | 1.2k | 157.80 |
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| Eli Lilly & Co. (LLY) | 0.0 | $189k | -12% | 243.00 | 778.09 |
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| RPM International (RPM) | 0.0 | $185k | 1.6k | 118.95 |
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| Carvana Cl A (CVNA) | 0.0 | $185k | -29% | 2.1k | 87.91 |
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| Paychex (PAYX) | 0.0 | $182k | 1.5k | 122.77 |
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| Canadian Natl Ry (CNI) | 0.0 | $180k | 1.4k | 131.71 |
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| Pinterest Cl A (PINS) | 0.0 | $179k | +33% | 5.2k | 34.67 |
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| Walt Disney Company (DIS) | 0.0 | $176k | -3% | 1.4k | 122.39 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $176k | 983.00 | 179.11 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $176k | -22% | 302.00 | 581.21 |
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| PPG Industries (PPG) | 0.0 | $175k | 1.2k | 144.90 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $175k | 1.8k | 97.53 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $170k | +175% | 1.5k | 110.53 |
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| Designer Brands Cl A (DBI) | 0.0 | $170k | 16k | 10.93 |
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| Illinois Tool Works (ITW) | 0.0 | $168k | 626.00 | 268.33 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $166k | +23% | 4.3k | 39.02 |
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| State Street Corporation (STT) | 0.0 | $164k | 2.1k | 77.32 |
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| Clorox Company (CLX) | 0.0 | $164k | 1.1k | 153.09 |
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| SYSCO Corporation (SYY) | 0.0 | $163k | +11% | 2.0k | 81.18 |
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| Cisco Systems (CSCO) | 0.0 | $162k | 3.3k | 49.92 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $162k | +4% | 2.7k | 60.31 |
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| Prudential Financial (PRU) | 0.0 | $161k | 1.4k | 117.44 |
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| Broadcom (AVGO) | 0.0 | $154k | 116.00 | 1325.41 |
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| Medtronic SHS (MDT) | 0.0 | $152k | 1.7k | 87.15 |
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| Bristol Myers Squibb (BMY) | 0.0 | $144k | -2% | 2.7k | 54.24 |
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| Eaton Corp SHS (ETN) | 0.0 | $144k | 459.00 | 312.78 |
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| Boeing Company (BA) | 0.0 | $143k | 743.00 | 192.99 |
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| Verizon Communications (VZ) | 0.0 | $143k | -11% | 3.4k | 41.96 |
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| Southern Company (SO) | 0.0 | $143k | 2.0k | 71.74 |
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| Cloudflare Cl A Com (NET) | 0.0 | $142k | 1.5k | 96.83 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $142k | 1.2k | 118.25 |
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| Coursera (COUR) | 0.0 | $140k | 10k | 14.02 |
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| Xylem (XYL) | 0.0 | $138k | 1.1k | 129.24 |
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| American Express Company (AXP) | 0.0 | $138k | 604.00 | 227.69 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $137k | +365% | 1.8k | 76.80 |
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| Pubmatic Com Cl A (PUBM) | 0.0 | $136k | 5.8k | 23.72 |
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| Nike CL B (NKE) | 0.0 | $133k | 1.4k | 93.99 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $129k | -16% | 291.00 | 443.33 |
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| Paccar (PCAR) | 0.0 | $129k | 1.0k | 123.84 |
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| Loandepot Com Cl A (LDI) | 0.0 | $128k | 50k | 2.59 |
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| Union Pacific Corporation (UNP) | 0.0 | $123k | 499.00 | 245.93 |
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| EQT Corporation (EQT) | 0.0 | $121k | 3.3k | 37.07 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $120k | -10% | 883.00 | 136.05 |
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| Cme (CME) | 0.0 | $118k | 546.00 | 215.29 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $114k | -16% | 226.00 | 504.60 |
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| Samsara Com Cl A (IOT) | 0.0 | $113k | 3.0k | 37.79 |
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| Gilead Sciences (GILD) | 0.0 | $111k | 1.5k | 73.25 |
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| Corning Incorporated (GLW) | 0.0 | $110k | 3.3k | 32.96 |
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| Crown Holdings (CCK) | 0.0 | $110k | +50% | 1.4k | 79.26 |
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| Boston Scientific Corporation (BSX) | 0.0 | $107k | 1.6k | 68.49 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $107k | 2.9k | 36.75 |
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| Deere & Company (DE) | 0.0 | $104k | -11% | 252.00 | 410.74 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $104k | 84.00 | 1231.61 |
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| ConocoPhillips (COP) | 0.0 | $102k | 804.00 | 127.20 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $100k | -10% | 2.0k | 50.17 |
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| Cyberark Software SHS (CYBR) | 0.0 | $100k | 375.00 | 265.63 |
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| Qualcomm (QCOM) | 0.0 | $99k | 583.00 | 169.39 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $98k | 1.6k | 62.34 |
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| Consolidated Edison (ED) | 0.0 | $97k | 1.1k | 90.81 |
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| Kraft Heinz (KHC) | 0.0 | $95k | 2.6k | 36.90 |
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| Advanced Micro Devices (AMD) | 0.0 | $94k | -26% | 519.00 | 180.49 |
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| Zimmer Holdings (ZBH) | 0.0 | $94k | 708.00 | 132.06 |
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| Honeywell International (HON) | 0.0 | $91k | -22% | 444.00 | 205.48 |
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| Moody's Corporation (MCO) | 0.0 | $91k | 231.00 | 393.05 |
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| Prologis (PLD) | 0.0 | $90k | +39% | 694.00 | 130.22 |
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| Texas Roadhouse (TXRH) | 0.0 | $90k | 580.00 | 154.47 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $89k | +23% | 1.1k | 81.67 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $89k | 1.0k | 88.66 |
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| Tyler Technologies (TYL) | 0.0 | $86k | 202.00 | 425.01 |
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| Wec Energy Group (WEC) | 0.0 | $84k | -2% | 1.0k | 82.12 |
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| Teradyne (TER) | 0.0 | $84k | 746.00 | 112.83 |
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| United Parcel Service CL B (UPS) | 0.0 | $82k | 554.00 | 148.70 |
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| Verisk Analytics (VRSK) | 0.0 | $82k | 349.00 | 235.73 |
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| Oddity Tech Shs Cl A (ODD) | 0.0 | $81k | +4% | 1.9k | 43.45 |
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| Super Micro Computer (SMCI) | 0.0 | $81k | +23% | 80.00 | 1010.04 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $79k | 900.00 | 88.17 |
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| Perrigo SHS (PRGO) | 0.0 | $79k | +39% | 2.5k | 32.19 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $78k | -22% | 1.1k | 72.34 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $76k | 294.00 | 259.65 |
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| Rb Global (RBA) | 0.0 | $76k | 1.0k | 76.17 |
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| Alcon Ord Shs (ALC) | 0.0 | $75k | 895.00 | 83.29 |
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| Trane Technologies SHS (TT) | 0.0 | $74k | 245.00 | 300.20 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $73k | 1.3k | 56.97 |
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| Arista Networks (ANET) | 0.0 | $73k | 253.00 | 289.98 |
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| Air Products & Chemicals (APD) | 0.0 | $72k | -3% | 298.00 | 242.27 |
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| Alliant Energy Corporation (LNT) | 0.0 | $71k | 1.4k | 50.40 |
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| Tractor Supply Company (TSCO) | 0.0 | $69k | +97% | 265.00 | 261.72 |
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| Sofi Technologies (SOFI) | 0.0 | $69k | 9.5k | 7.30 |
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| Organon & Co Common Stock (OGN) | 0.0 | $69k | -2% | 3.7k | 18.80 |
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| Advanced Drain Sys Inc Del (WMS) | 0.0 | $69k | 399.00 | 172.24 |
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| Rbc Cad (RY) | 0.0 | $67k | 663.00 | 100.88 |
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| Roku Com Cl A (ROKU) | 0.0 | $66k | 1.0k | 65.17 |
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| Bank of America Corporation (BAC) | 0.0 | $63k | -34% | 1.7k | 37.93 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $63k | 151.00 | 418.01 |
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| PPL Corporation (PPL) | 0.0 | $62k | 2.3k | 27.53 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $62k | 1.0k | 60.38 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $62k | +2181% | 1.3k | 49.25 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $60k | 344.00 | 174.26 |
|
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| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $59k | 1.2k | 50.08 |
|
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $58k | 2.1k | 28.04 |
|
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| Lauder Estee Cos Cl A (EL) | 0.0 | $58k | +3% | 374.00 | 154.15 |
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| Northern Trust Corporation (NTRS) | 0.0 | $56k | 631.00 | 88.92 |
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| Applied Materials (AMAT) | 0.0 | $56k | 272.00 | 206.23 |
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| Kenvue (KVUE) | 0.0 | $54k | 2.5k | 21.46 |
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| Copart (CPRT) | 0.0 | $54k | 924.00 | 57.92 |
|
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| At&t (T) | 0.0 | $53k | -26% | 3.0k | 17.60 |
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| Chubb (CB) | 0.0 | $53k | 204.00 | 259.13 |
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| Quanta Services (PWR) | 0.0 | $53k | 203.00 | 259.80 |
|
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| Ansys (ANSS) | 0.0 | $52k | 151.00 | 347.17 |
|
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| Symbotic Class A Com (SYM) | 0.0 | $52k | -6% | 1.2k | 45.00 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $51k | 822.00 | 62.05 |
|
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| HEICO Corporation (HEI) | 0.0 | $51k | 265.00 | 191.00 |
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| Shell Spon Ads (SHEL) | 0.0 | $50k | 741.00 | 67.01 |
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| General Mills (GIS) | 0.0 | $49k | 704.00 | 69.93 |
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| Aptiv SHS (APTV) | 0.0 | $48k | 601.00 | 79.65 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $48k | 700.00 | 68.16 |
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| Amgen (AMGN) | 0.0 | $46k | 163.00 | 284.33 |
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| McKesson Corporation (MCK) | 0.0 | $45k | 84.00 | 536.88 |
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| Newmont Mining Corporation (NEM) | 0.0 | $44k | +74% | 1.2k | 35.83 |
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| Seacoast Bkg Corp Fla Com New (SBCF) | 0.0 | $44k | 1.7k | 25.39 |
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| American Electric Power Company (AEP) | 0.0 | $43k | -12% | 501.00 | 86.02 |
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| T. Rowe Price (TROW) | 0.0 | $43k | 350.00 | 121.92 |
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| Microstrategy Cl A New (MSTR) | 0.0 | $43k | 25.00 | 1704.56 |
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| Interface (TILE) | 0.0 | $42k | 2.5k | 16.82 |
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| Progyny (PGNY) | 0.0 | $42k | NEW | 1.1k | 38.15 |
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| Ford Motor Company (F) | 0.0 | $42k | +2% | 3.1k | 13.28 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $41k | +403% | 156.00 | 260.88 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $40k | 399.00 | 99.27 |
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| PNC Financial Services (PNC) | 0.0 | $39k | 242.00 | 161.53 |
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| Servicenow (NOW) | 0.0 | $39k | +466% | 51.00 | 762.41 |
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Past Filings by TFC Financial Management
SEC 13F filings are viewable for TFC Financial Management going back to 2020
- TFC Financial Management 2024 Q1 filed April 30, 2024
- TFC Financial Management 2023 Q4 filed Jan. 25, 2024
- TFC Financial Management 2023 Q3 filed Oct. 23, 2023
- TFC Financial Management 2023 Q2 filed Aug. 7, 2023
- TFC Financial Management 2023 Q1 filed May 8, 2023
- TFC Financial Management 2022 Q4 filed Feb. 13, 2023
- TFC Financial Management 2022 Q3 filed Oct. 21, 2022
- TFC Financial Management 2022 Q2 filed Aug. 3, 2022
- TFC Financial Management 2022 Q1 filed May 4, 2022
- TFC Financial Management 2021 Q4 filed Feb. 2, 2022
- TFC Financial Management 2021 Q3 filed Nov. 2, 2021
- TFC Financial Management 2021 Q2 filed July 29, 2021
- TFC Financial Management 2021 Q1 filed May 3, 2021
- TFC Financial Management 2020 Q4 filed Feb. 10, 2021
- TFC Financial Management 2020 Q3 filed Nov. 12, 2020