The Analysis of TFC Financial Management, Inc.'s Holdings


Currently, TFC Financial Management, Inc. holds 963 types of securities in its portfolio with a total value $797.3M. In the most recent quarter, they have increased their positions in SHY (+34.8K shares, valued at $2.9M), VTI (+2.4K shares, valued at $790.9K), JQUA (+11.7K shares, valued at $736.2K); decreased their positions in TSLA (-6.3K shares, valued at $2.8M), IVV (-3.2K shares, valued at $2.2M), AAPL (-5.6K shares, valued at $1.5M); initiated new positions in NZAC (+7.3K shares, valued at $314.6K), DFAW (+3.9K shares, valued at $290.5K), N/A (+1.3K shares, valued at $251.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR331.5K shares-0.96%2025-12-312026-01-23history
IDEV ISHARES TR1.4M shares0.39%2025-12-312026-01-23history
SHY ISHARES TR932.5K shares3.88%2025-12-312026-01-23history
IEMG ISHARES INC770.4K shares-0.38%2025-12-312026-01-23history
JQUA J P MORGAN EXCHANGE TRADED F731.3K shares1.62%2025-12-312026-01-23history
DFUV DIMENSIONAL ETF TRUST917.0K shares-1.55%2025-12-312026-01-23history
DFAT DIMENSIONAL ETF TRUST424.7K shares-0.98%2025-12-312026-01-23history
VV VANGUARD INDEX FDS48.0K shares2.78%2025-12-312026-01-23history
Sponsored
AAPL APPLE INC46.1K shares-10.85%2025-12-312026-01-23history
NUEM NUSHARES ETF TR292.8K shares0.96%2025-12-312026-01-23history
JNJ JOHNSON & JOHNSON49.8K shares-0.02%2025-12-312026-01-23history
BSV VANGUARD BD INDEX FDS106.3K shares3.07%2025-12-312026-01-23history
MSFT MICROSOFT CORP16.4K shares1.18%2025-12-312026-01-23history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.2K shares0.33%2025-12-312026-01-23history
XOM EXXON MOBIL CORP40.6K shares-0.34%2025-12-312026-01-23history
NVDA NVIDIA CORPORATION24.6K shares18.74%2025-12-312026-01-23history
Sponsored
MERCK & CO INC MERCK & CO INC38.6K shares3.24%2025-12-312026-01-23history
BND VANGUARD BD INDEX FDS53.4K shares3.71%2025-12-312026-01-23history
ITOT ISHARES TR25.7K shares-1.13%2025-12-312026-01-23history
IBM INTERNATIONAL BUSINESS MACHS12.8K shares-1.49%2025-12-312026-01-23history
BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2025-12-312026-01-23history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND12.2K shares1.62%2025-12-312026-01-23history
ALPHABET INC ALPHABET INC9.6K shares5.36%2025-12-312026-01-23history
IWB ISHARES TR7.8K shares0.00%2025-12-312026-01-23history
Sponsored
VB VANGUARD INDEX FDS9.9K shares1.00%2025-12-312026-01-23history
JSTC TIDAL TRUST I124.3K shares-0.29%2025-12-312026-01-23history
ONB OLD NATL BANCORP IND108.4K shares-1.81%2025-12-312026-01-23history
QUAL ISHARES TR11.9K shares-0.40%2025-12-312026-01-23history
GE AEROSPACE GE AEROSPACE7.4K shares0.00%2025-12-312026-01-23history
AMZN AMAZON COM INC9.4K shares-31.62%2025-12-312026-01-23history
JPM JPMORGAN CHASE & CO.6.6K shares-4.33%2025-12-312026-01-23history
VXF VANGUARD INDEX FDS9.9K shares0.00%2025-12-312026-01-23history
Sponsored
VTI VANGUARD INDEX FDS5.9K shares66.77%2025-12-312026-01-23history
VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares19.89%2025-12-312026-01-23history
SPY SPDR S&P 500 ETF TR2.8K shares-1.39%2025-12-312026-01-23history
LHX L3HARRIS TECHNOLOGIES INC6.1K shares0.00%2025-12-312026-01-23history
PWRD TCW ETF TRUST17.3K shares0.00%2025-12-312026-01-23history
EXPE EXPEDIA GROUP INC5.5K shares-6.52%2025-12-312026-01-23history
IJR ISHARES TR12.8K shares0.00%2025-12-312026-01-23history
MA MASTERCARD INCORPORATED2.6K shares-3.26%2025-12-312026-01-23history
Sponsored
IEFA ISHARES TR16.6K shares0.00%2025-12-312026-01-23history
EFA ISHARES TR15.3K shares14.99%2025-12-312026-01-23history
ALPHABET INC ALPHABET INC4.7K shares-12.16%2025-12-312026-01-23history
META META PLATFORMS INC2.0K shares-3.89%2025-12-312026-01-23history
PG PROCTER AND GAMBLE CO8.9K shares10.67%2025-12-312026-01-23history
SHOP SHOPIFY INC7.6K shares-7.15%2025-12-312026-01-23history
SUSA ISHARES TR8.7K shares0.00%2025-12-312026-01-23history
VO VANGUARD INDEX FDS4.2K shares0.56%2025-12-312026-01-23history
Sponsored
WMT WALMART INC10.7K shares16.30%2025-12-312026-01-23history
MMM 3M CO7.1K shares0.00%2025-12-312026-01-23history
IWF ISHARES TR2.4K shares-8.86%2025-12-312026-01-23history
GEV GE VERNOVA INC1.7K shares-3.49%2025-12-312026-01-23history
COST COSTCO WHSL CORP NEW1.2K shares32.60%2025-12-312026-01-23history
DDOG DATADOG INC7.6K shares0.00%2025-12-312026-01-23history
NUDM NUSHARES ETF TR27.7K shares14.17%2025-12-312026-01-23history
VTV VANGUARD INDEX FDS5.0K shares0.10%2025-12-312026-01-23history
Sponsored
LLY ELI LILLY & CO860 shares44.54%2025-12-312026-01-23history
DVY ISHARES TR5.9K shares65.00%2025-12-312026-01-23history
DHS WISDOMTREE TR8.2K shares87.17%2025-12-312026-01-23history
ABT ABBOTT LABS6.5K shares0.00%2025-12-312026-01-23history
ABBV ABBVIE INC3.6K shares-10.07%2025-12-312026-01-23history
HD HOME DEPOT INC2.3K shares21.97%2025-12-312026-01-23history
ADP AUTOMATIC DATA PROCESSING IN3.0K shares54.24%2025-12-312026-01-23history
CVNA CARVANA CO1.8K shares-6.46%2025-12-312026-01-23history
Sponsored
ISRG INTUITIVE SURGICAL INC1.3K shares0.00%2025-12-312026-01-23history
BROADCOM INC BROADCOM INC2.1K shares-7.03%2025-12-312026-01-23history
V VISA INC1.8K shares19.85%2025-12-312026-01-23history
MO ALTRIA GROUP INC10.8K shares0.00%2025-12-312026-01-23history
TJX TJX COS INC NEW3.9K shares-4.40%2025-12-312026-01-23history
TTD THE TRADE DESK INC15.0K shares0.03%2025-12-312026-01-23history
PM PHILIP MORRIS INTL INC3.5K shares-0.29%2025-12-312026-01-23history
IDV ISHARES TR13.7K shares39.33%2025-12-312026-01-23history
Sponsored
IWR ISHARES TR5.6K shares0.00%2025-12-312026-01-23history
TSLA TESLA INC1.1K shares-84.68%2025-12-312026-01-23history
GS GOLDMAN SACHS GROUP INC585 shares0.34%2025-12-312026-01-23history
CL COLGATE PALMOLIVE CO6.3K shares-0.06%2025-12-312026-01-23history
GPC GENUINE PARTS CO3.9K shares-0.66%2025-12-312026-01-23history
AMSC AMERICAN SUPERCONDUCTOR CORP16.7K shares-0.60%2025-12-312026-01-23history
IQLT ISHARES TR10.6K shares-1.09%2025-12-312026-01-23history
THE CIGNA GROUP THE CIGNA GROUP1.7K shares-0.06%2025-12-312026-01-23history
Sponsored
CRM SALESFORCE INC1.7K shares24.41%2025-12-312026-01-23history
FTEC FIDELITY COVINGTON TRUST2.0K shares0.00%2025-12-312026-01-23history
MDLZ MONDELEZ INTL INC8.2K shares-0.28%2025-12-312026-01-23history
RTX RTX CORPORATION2.3K shares31.70%2025-12-312026-01-23history
BNL BROADSTONE NET LEASE INC24.1K shares0.00%2025-12-312026-01-23history
SPGI S&P GLOBAL INC782 shares29.90%2025-12-312026-01-23history
CSCO CISCO SYS INC5.2K shares31.95%2025-12-312026-01-23history
DIS DISNEY WALT CO3.4K shares-0.15%2025-12-312026-01-23history
Sponsored
CVX CHEVRON CORP NEW2.5K shares0.36%2025-12-312026-01-23history
IXUS ISHARES TR4.5K shares3279.85%2025-12-312026-01-23history
FFIN FIRST FINL BANKSHARES INC12.2K shares0.00%2025-12-312026-01-23history
IGM ISHARES TR2.8K shares-6.33%2025-12-312026-01-23history
NEE NEXTERA ENERGY INC4.4K shares43.59%2025-12-312026-01-23history
UNH UNITEDHEALTH GROUP INC1.1K shares159.90%2025-12-312026-01-23history
XLK SELECT SECTOR SPDR TR2.4K shares100.08%2025-12-312026-01-23history
CTVA CORTEVA INC5.2K shares-5.43%2025-12-312026-01-23history
Sponsored
ADI ANALOG DEVICES INC1.3K shares21.56%2025-12-312026-01-23history
PEP PEPSICO INC2.4K shares88.75%2025-12-312026-01-23history
MCD MCDONALDS CORP1.1K shares10.54%2025-12-312026-01-23history
IJH ISHARES TR4.9K shares-13.42%2025-12-312026-01-23history
NZAC SPDR INDEX SHS FDS7.3K sharesnew addition2025-12-312026-01-23history
AXP AMERICAN EXPRESS CO848 shares-1.85%2025-12-312026-01-23history
WM WASTE MGMT INC DEL1.4K shares0.00%2025-12-312026-01-23history
SYK STRYKER CORPORATION851 shares0.00%2025-12-312026-01-23history
Sponsored
CVLC MORGAN STANLEY ETF TRUST3.5K shares20.49%2025-12-312026-01-23history
KO COCA COLA CO4.2K shares-24.21%2025-12-312026-01-23history
DFAW DIMENSIONAL ETF TRUST3.9K sharesnew addition2025-12-312026-01-23history
LOW LOWES COS INC1.2K shares0.00%2025-12-312026-01-23history
TSM TAIWAN SEMICONDUCTOR MFG LTD938 shares0.00%2025-12-312026-01-23history
VWO VANGUARD INTL EQUITY INDEX F5.3K shares-16.47%2025-12-312026-01-23history
KKR & CO INC KKR & CO INC2.2K shares0.00%2025-12-312026-01-23history
EMR EMERSON ELEC CO2.1K shares23.50%2025-12-312026-01-23history
Sponsored
MS MORGAN STANLEY1.6K shares0.06%2025-12-312026-01-23history
VUG VANGUARD INDEX FDS567 shares-14.61%2025-12-312026-01-23history
GLW CORNING INC3.2K shares-0.10%2025-12-312026-01-23history
VBR VANGUARD INDEX FDS1.2K shares0.24%2025-12-312026-01-23history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K sharesnew addition2025-12-312026-01-23history
TMUS T-MOBILE US INC1.2K shares0.00%2025-12-312026-01-23history
JEPQ J P MORGAN EXCHANGE TRADED F4.2K shares93.59%2025-12-312026-01-23history
INVESCO QQQ TR INVESCO QQQ TR388 shares-17.09%2025-12-312026-01-23history
Sponsored
ASML ASML HOLDING N V219 shares-19.19%2025-12-312026-01-23history
JHMM JOHN HANCOCK EXCHANGE TRADED3.5K sharesnew addition2025-12-312026-01-23history
VBK VANGUARD INDEX FDS743 shares14.48%2025-12-312026-01-23history
APH AMPHENOL CORP NEW1.6K shares-0.06%2025-12-312026-01-23history
IWD ISHARES TR1.0K shares0.00%2025-12-312026-01-23history
ITW ILLINOIS TOOL WKS INC852 shares93.64%2025-12-312026-01-23history
QUS SPDR SERIES TRUST1.2K shares0.00%2025-12-312026-01-23history
SCHF SCHWAB STRATEGIC TR8.5K shares0.54%2025-12-312026-01-23history
Sponsored
IGV ISHARES TR1.9K sharesnew addition2025-12-312026-01-23history
VIG VANGUARD SPECIALIZED FUNDS892 shares2873.33%2025-12-312026-01-23history
SPG SIMON PPTY GROUP INC NEW1.1K shares0.00%2025-12-312026-01-23history
EATON CORP PLC EATON CORP PLC613 shares0.00%2025-12-312026-01-23history
ROK ROCKWELL AUTOMATION INC499 shares0.00%2025-12-312026-01-23history
DHR DANAHER CORPORATION831 shares12.45%2025-12-312026-01-23history
LINDE PLC LINDE PLC437 shares70.04%2025-12-312026-01-23history
ARISTA NETWORKS INC ARISTA NETWORKS INC1.4K shares-9.60%2025-12-312026-01-23history
Sponsored
KMB KIMBERLY-CLARK CORP1.8K shares0.22%2025-12-312026-01-23history
PAYX PAYCHEX INC1.6K shares10.11%2025-12-312026-01-23history
GEHC GE HEALTHCARE TECHNOLOGIES I2.2K shares0.05%2025-12-312026-01-23history
CARR CARRIER GLOBAL CORPORATION3.4K shares-16.63%2025-12-312026-01-23history
SCZ ISHARES TR2.3K shares-8.89%2025-12-312026-01-23history
ESML ISHARES TR3.8K sharesnew addition2025-12-312026-01-23history
BAC BANK AMERICA CORP3.1K shares0.00%2025-12-312026-01-23history
XYL XYLEM INC1.2K shares0.00%2025-12-312026-01-23history
Sponsored
RPM RPM INTL INC1.6K shares0.00%2025-12-312026-01-23history
LMT LOCKHEED MARTIN CORP333 shares4062.50%2025-12-312026-01-23history
STT STATE STR CORP1.2K shares0.00%2025-12-312026-01-23history
VXUS VANGUARD STAR FDS2.1K shares1.34%2025-12-312026-01-23history
ATR APTARGROUP INC1.3K shares0.00%2025-12-312026-01-23history
PRU PRUDENTIAL FINL INC1.4K shares0.00%2025-12-312026-01-23history
NVO NOVO-NORDISK A S3.0K shares3.06%2025-12-312026-01-23history
BDX BECTON DICKINSON & CO792 shares4.62%2025-12-312026-01-23history
Sponsored
ULS UL SOLUTIONS INC1.9K shares0.00%2025-12-312026-01-23history
CVIE MORGAN STANLEY ETF TRUST2.1K shares25.50%2025-12-312026-01-23history
DFIV DIMENSIONAL ETF TRUST3.0K shares0.76%2025-12-312026-01-23history
PSX PHILLIPS 661.2K shares45.19%2025-12-312026-01-23history
IJJ ISHARES TR1.1K shares0.00%2025-12-312026-01-23history
CME CME GROUP INC546 shares0.00%2025-12-312026-01-23history
VFMF VANGUARD WELLINGTON FD979 shares0.00%2025-12-312026-01-23history
ESGE ISHARES INC3.3K shares336.13%2025-12-312026-01-23history
Sponsored
AMAT APPLIED MATLS INC572 shares0.70%2025-12-312026-01-23history
IWV ISHARES TR375 shares0.00%2025-12-312026-01-23history
VRTX VERTEX PHARMACEUTICALS INC307 shares-0.32%2025-12-312026-01-23history
INTC INTEL CORP3.8K shares0.40%2025-12-312026-01-23history
ZTS ZOETIS INC1.1K shares-0.09%2025-12-312026-01-23history
CSX CSX CORP3.8K shares4181.82%2025-12-312026-01-23history
SOLV SOLVENTUM CORP1.7K shares-2.92%2025-12-312026-01-23history
CCK CROWN HLDGS INC1.3K shares0.00%2025-12-312026-01-23history
Sponsored
NOW SERVICENOW INC865 shares248.79%2025-12-312026-01-23history
PLD PROLOGIS INC.1.0K shares0.39%2025-12-312026-01-23history
DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC3.3K shares0.00%2025-12-312026-01-23history
BMY BRISTOL-MYERS SQUIBB CO2.4K shares0.00%2025-12-312026-01-23history
AVUS AMERICAN CENTY ETF TR1.2K shares0.00%2025-12-312026-01-23history
CHD CHURCH & DWIGHT CO INC1.5K shares28.40%2025-12-312026-01-23history
GVI ISHARES TR1.2K shares0.08%2025-12-312026-01-23history
DFAS DIMENSIONAL ETF TRUST1.8K shares0.00%2025-12-312026-01-23history
Sponsored
GILD GILEAD SCIENCES INC1.0K shares33.29%2025-12-312026-01-23history
GLD SPDR GOLD TR320 shares82.86%2025-12-312026-01-23history
UNP UNION PAC CORP543 shares0.37%2025-12-312026-01-23history
PHO INVESCO EXCHANGE TRADED FD T1.8K shares-12.29%2025-12-312026-01-23history
DFAC DIMENSIONAL ETF TRUST3.1K shares-87.97%2025-12-312026-01-23history
VLTO VERALTO CORP1.2K shares22.63%2025-12-312026-01-23history
CHGX1 EA SERIES TRUST4.5K shares0.69%2025-12-312026-01-23history
DE DEERE & CO262 shares1.95%2025-12-312026-01-23history
Sponsored
VYMI VANGUARD WHITEHALL FDS1.3K shares130.96%2025-12-312026-01-23history
HUBS HUBSPOT INC293 shares-0.34%2025-12-312026-01-23history
DBI DESIGNER BRANDS INC15.6K shares0.00%2025-12-312026-01-23history
VT VANGUARD INTL EQUITY INDEX F818 shares22.27%2025-12-312026-01-23history
T AT&T INC4.6K shares0.00%2025-12-312026-01-23history
PCAR PACCAR INC1.0K shares0.00%2025-12-312026-01-23history
VFC V F CORP6.2K sharesnew addition2025-12-312026-01-23history
WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.1K shares-0.38%2025-12-312026-01-23history
Sponsored
EXPD EXPEDITORS INTL WASH INC744 shares18500.00%2025-12-312026-01-23history
MET METLIFE INC1.4K shares0.00%2025-12-312026-01-23history
FUL FULLER H B CO1.8K shares0.00%2025-12-312026-01-23history
TT TRANE TECHNOLOGIES PLC282 shares1.81%2025-12-312026-01-23history
AEP AMERICAN ELEC PWR CO INC951 shares89.82%2025-12-312026-01-23history
HON HONEYWELL INTL INC553 shares0.00%2025-12-312026-01-23history
CLX CLOROX CO DEL1.1K shares0.00%2025-12-312026-01-23history
APP APPLOVIN CORP159 shares8.16%2025-12-312026-01-23history
Sponsored
G GENPACT LIMITED2.3K shares0.13%2025-12-312026-01-23history
ALC ALCON AG1.3K shares21.96%2025-12-312026-01-23history
IWP ISHARES TR764 shares0.00%2025-12-312026-01-23history
ETHO AMPLIFY ETF TR1.6K shares0.00%2025-12-312026-01-23history
RB GLOBAL INC RB GLOBAL INC1.0K shares0.00%2025-12-312026-01-23history
LDI LOANDEPOT INC49.6K shares0.00%2025-12-312026-01-23history
AVEM AMERICAN CENTY ETF TR1.3K shares0.00%2025-12-312026-01-23history
DFUS DIMENSIONAL ETF TRUST1.3K shares0.23%2025-12-312026-01-23history
Sponsored
PPG PPG INDS INC946 shares0.00%2025-12-312026-01-23history
MKC MCCORMICK & CO INC1.4K shares0.07%2025-12-312026-01-23history
TXRH TEXAS ROADHOUSE INC581 shares0.00%2025-12-312026-01-23history
BA BOEING CO427 shares0.00%2025-12-312026-01-23history
SCHA SCHWAB STRATEGIC TR3.2K shares34.68%2025-12-312026-01-23history
LNT ALLIANT ENERGY CORP1.4K shares0.00%2025-12-312026-01-23history
VEU VANGUARD INTL EQUITY INDEX F1.2K shares0.00%2025-12-312026-01-23history
TYL TYLER TECHNOLOGIES INC201 shares0.00%2025-12-312026-01-23history
Sponsored
DEM WISDOMTREE TR2.0K shares69.95%2025-12-312026-01-23history
SN SHARKNINJA INC809 shares52.93%2025-12-312026-01-23history
MCO MOODYS CORP177 shares0.00%2025-12-312026-01-23history
VRT VERTIV HOLDINGS CO538 shares-21.46%2025-12-312026-01-23history
DVYE ISHARES INC2.8K shares17.32%2025-12-312026-01-23history
PWR QUANTA SVCS INC203 shares0.00%2025-12-312026-01-23history
VRSK VERISK ANALYTICS INC382 shares-0.26%2025-12-312026-01-23history
APD AIR PRODS & CHEMS INC346 shares-0.57%2025-12-312026-01-23history
Sponsored
TMO THERMO FISHER SCIENTIFIC INC147 shares0.68%2025-12-312026-01-23history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP249 shares2666.67%2025-12-312026-01-23history
COKE COCA COLA CONS INC546 shares0.37%2025-12-312026-01-23history
RKT ROCKET COS INC4.3K shares0.26%2025-12-312026-01-23history
ORLY OREILLY AUTOMOTIVE INC915 shares-0.33%2025-12-312026-01-23history
RELX RELX PLC2.1K shares0.00%2025-12-312026-01-23history
CYBR CYBERARK SOFTWARE LTD185 shares0.00%2025-12-312026-01-23history
BK BANK NEW YORK MELLON CORP697 shares0.00%2025-12-312026-01-23history
Sponsored
REGN REGENERON PHARMACEUTICALS104 shares0.97%2025-12-312026-01-23history
UNILEVER PLC UNILEVER PLC1.2K sharesnew addition2025-12-312026-01-23history
FNCL FIDELITY COVINGTON TRUST1.0K shares0.00%2025-12-312026-01-23history
PFG PRINCIPAL FINANCIAL GROUP IN871 shares0.00%2025-12-312026-01-23history
PANW PALO ALTO NETWORKS INC416 shares-12.61%2025-12-312026-01-23history
ABNB AIRBNB INC561 shares-0.88%2025-12-312026-01-23history
PLTR PALANTIR TECHNOLOGIES INC425 shares0.00%2025-12-312026-01-23history
HEI HEICO CORP NEW232 shares0.00%2025-12-312026-01-23history
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VSS VANGUARD INTL EQUITY INDEX F515 shares0.00%2025-12-312026-01-23history
COUR COURSERA INC10.0K shares0.00%2025-12-312026-01-23history
QLTY GMO ETF TRUST1.9K shares0.00%2025-12-312026-01-23history
MU MICRON TECHNOLOGY INC249 shares1.63%2025-12-312026-01-23history
ECL ECOLAB INC268 shares0.00%2025-12-312026-01-23history
SHEL SHELL PLC951 shares28.34%2025-12-312026-01-23history
MCK MCKESSON CORP84 shares0.00%2025-12-312026-01-23history
RSPT INVESCO EXCHANGE TRADED FD T1.5K shares-67.39%2025-12-312026-01-23history
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SYY SYSCO CORP920 shares0.00%2025-12-312026-01-23history
TSCO TRACTOR SUPPLY CO1.3K shares0.00%2025-12-312026-01-23history
NFLX NETFLIX INC703 shares812.99%2025-12-312026-01-23history
VZ VERIZON COMMUNICATIONS INC1.6K shares-41.31%2025-12-312026-01-23history
NET CLOUDFLARE INC327 shares0.00%2025-12-312026-01-23history
TILE INTERFACE INC2.3K shares0.00%2025-12-312026-01-23history
SPOT SPOTIFY TECHNOLOGY S A106 shares0.00%2025-12-312026-01-23history
DOW DOW INC2.6K shares0.00%2025-12-312026-01-23history
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CNI CANADIAN NATL RY CO613 sharesnew addition2025-12-312026-01-23history
KHC KRAFT HEINZ CO2.5K shares-0.16%2025-12-312026-01-23history
ZBH ZIMMER BIOMET HOLDINGS INC671 shares-0.74%2025-12-312026-01-23history
UBER UBER TECHNOLOGIES INC720 shares-0.83%2025-12-312026-01-23history
PFE PFIZER INC2.3K shares0.30%2025-12-312026-01-23history
CB CHUBB LIMITED183 shares0.00%2025-12-312026-01-23history
COP CONOCOPHILLIPS602 shares-2.90%2025-12-312026-01-23history
BLACKROCK INC BLACKROCK INC52 shares0.00%2025-12-312026-01-23history
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ISHG ISHARES TR727 shares22.39%2025-12-312026-01-23history
AMGN AMGEN INC165 shares0.00%2025-12-312026-01-23history
SMR NUSCALE PWR CORP3.8K shares-6.87%2025-12-312026-01-23history
CRDO CREDO TECHNOLOGY GROUP HOLDI367 shares0.00%2025-12-312026-01-23history
PGR PROGRESSIVE CORP229 shares0.00%2025-12-312026-01-23history
SDY SPDR SERIES TRUST373 shares0.00%2025-12-312026-01-23history
UPS UNITED PARCEL SERVICE INC517 shares-1.34%2025-12-312026-01-23history
VEA VANGUARD TAX-MANAGED FDS790 shares-68.15%2025-12-312026-01-23history
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BE BLOOM ENERGY CORP567 shares56600.00%2025-12-312026-01-23history
LAM RESEARCH CORP LAM RESEARCH CORP285 shares1.79%2025-12-312026-01-23history
GLOF ISHARES TR906 shares0.00%2025-12-312026-01-23history
EQT CORP EQT CORP892 shares1.25%2025-12-312026-01-23history
PEG PUBLIC SVC ENTERPRISE GRP IN589 shares3000.00%2025-12-312026-01-23history
CHDN CHURCHILL DOWNS INC414 sharesnew addition2025-12-312026-01-23history
SOUTHSTATE BK CORP SOUTHSTATE BK CORP499 shares0.00%2025-12-312026-01-23history
WBD WARNER BROS DISCOVERY INC1.6K shares1.77%2025-12-312026-01-23history
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CVSB MORGAN STANLEY ETF TRUST898 shares59.50%2025-12-312026-01-23history
NUBD NUSHARES ETF TR2.0K shares59.47%2025-12-312026-01-23history
SPYV SPDR SERIES TRUST799 shares0.00%2025-12-312026-01-23history
FSTA FIDELITY COVINGTON TRUST905 shares0.00%2025-12-312026-01-23history
SCHE SCHWAB STRATEGIC TR1.3K shares0.00%2025-12-312026-01-23history
KVUE KENVUE INC2.5K shares-1.48%2025-12-312026-01-23history
CITIGROUP INC CITIGROUP INC359 shares0.00%2025-12-312026-01-23history
STRL STERLING INFRASTRUCTURE INC136 shares0.00%2025-12-312026-01-23history
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ORCL ORACLE CORP213 shares0.00%2025-12-312026-01-23history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW353 shares-45.94%2025-12-312026-01-23history
ICE INTERCONTINENTAL EXCHANGE IN251 shares0.00%2025-12-312026-01-23history
SE SEA LTD302 shares0.00%2025-12-312026-01-23history
AMD ADVANCED MICRO DEVICES INC175 shares0.57%2025-12-312026-01-23history
MSI MOTOROLA SOLUTIONS INC97 shares0.00%2025-12-312026-01-23history
SO SOUTHERN CO418 shares0.00%2025-12-312026-01-23history
KD KYNDRYL HLDGS INC1.4K shares0.00%2025-12-312026-01-23history
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GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR896 sharesnew addition2025-12-312026-01-23history
CRSP CRISPR THERAPEUTICS AG688 shares0.00%2025-12-312026-01-23history
SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA1.1K shares0.00%2025-12-312026-01-23history
SCHX SCHWAB STRATEGIC TR1.3K shares0.30%2025-12-312026-01-23history
IAGG ISHARES TR711 shares20.51%2025-12-312026-01-23history
PNC PNC FINL SVCS GROUP INC170 shares-2.30%2025-12-312026-01-23history
LNG CHENIERE ENERGY INC182 shares0.00%2025-12-312026-01-23history
MTB M & T BK CORP175 shares-12.06%2025-12-312026-01-23history
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WWD WOODWARD INC116 shares0.00%2025-12-312026-01-23history
REPLIGEN CORP REPLIGEN CORP32.0K sharesnew addition2025-12-312026-01-23history
BP BP PLC1.0K shares0.00%2025-12-312026-01-23history
OTIS OTIS WORLDWIDE CORP397 shares0.00%2025-12-312026-01-23history
MIDD MIDDLEBY CORP231 shares0.00%2025-12-312026-01-23history
VYM VANGUARD WHITEHALL FDS237 shares-88.65%2025-12-312026-01-23history
HII HUNTINGTON INGALLS INDS INC99 shares0.00%2025-12-312026-01-23history
DEUS DBX ETF TR551 shares0.00%2025-12-312026-01-23history
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GRMN GARMIN LTD158 shares0.00%2025-12-312026-01-23history
AZN ASTRAZENECA PLC345 shares3350.00%2025-12-312026-01-23history
NU NU HLDGS LTD1.9K shares0.74%2025-12-312026-01-23history
OEF ISHARES TR90 shares0.00%2025-12-312026-01-23history
BRO BROWN & BROWN INC386 shares0.00%2025-12-312026-01-23history
BLACKSTONE INC BLACKSTONE INC198 shares-72.11%2025-12-312026-01-23history
NOBL PROSHARES TR292 sharesnew addition2025-12-312026-01-23history
TDG TRANSDIGM GROUP INC22 shares0.00%2025-12-312026-01-23history
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XLB SELECT SECTOR SPDR TR640 shares100.63%2025-12-312026-01-23history
ALNY ALNYLAM PHARMACEUTICALS INC72 shares-2.70%2025-12-312026-01-23history
ES EVERSOURCE ENERGY414 shares2857.14%2025-12-312026-01-23history
DASH DOORDASH INC123 shares6.96%2025-12-312026-01-23history
CVS CVS HEALTH CORP349 shares-40.44%2025-12-312026-01-23history
CAT CATERPILLAR INC48 shares0.00%2025-12-312026-01-23history
ASHR DBX ETF TR832 shares0.00%2025-12-312026-01-23history
MTUM ISHARES TR108 shares0.00%2025-12-312026-01-23history
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MSTR STRATEGY INC177 shares-6.84%2025-12-312026-01-23history
BSX BOSTON SCIENTIFIC CORP278 shares0.00%2025-12-312026-01-23history
GIS GENERAL MLS INC570 shares4.97%2025-12-312026-01-23history
OGN ORGANON & CO3.6K shares-0.88%2025-12-312026-01-23history
ASEA GLOBAL X FDS1.4K shares0.00%2025-12-312026-01-23history
ONEQ FIDELITY COMWLTH TR280 shares0.00%2025-12-312026-01-23history
CPRT COPART INC652 shares0.00%2025-12-312026-01-23history
SNPS SYNOPSYS INC54 shares0.00%2025-12-312026-01-23history
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LH LABCORP HOLDINGS INC100 shares0.00%2025-12-312026-01-23history
SPYG SPDR SERIES TRUST230 shares0.00%2025-12-312026-01-23history
GFS GLOBALFOUNDRIES INC700 shares0.00%2025-12-312026-01-23history
MCHI ISHARES TR406 shares0.00%2025-12-312026-01-23history
HPE HEWLETT PACKARD ENTERPRISE C1.0K shares0.00%2025-12-312026-01-23history
KLAC KLA CORP19 shares0.00%2025-12-312026-01-23history
TW TRADEWEB MKTS INC210 shares0.00%2025-12-312026-01-23history
NVS NOVARTIS AG162 shares0.00%2025-12-312026-01-23history
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ADSK AUTODESK INC74 shares0.00%2025-12-312026-01-23history
SCHC SCHWAB STRATEGIC TR479 shares0.00%2025-12-312026-01-23history
SAP SAP SE87 sharesnew addition2025-12-312026-01-23history
ENB ENBRIDGE INC428 shares0.00%2025-12-312026-01-23history
COF CAPITAL ONE FINL CORP83 shares0.00%2025-12-312026-01-23history
DB DEUTSCHE BANK A G514 shares0.00%2025-12-312026-01-23history
AMP AMERIPRISE FINL INC39 shares0.00%2025-12-312026-01-23history
APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC131 shares0.00%2025-12-312026-01-23history
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CWEN CLEARWAY ENERGY INC563 shares0.00%2025-12-312026-01-23history
SYF SYNCHRONY FINANCIAL223 shares0.00%2025-12-312026-01-23history
CTAS CINTAS CORP98 shares0.00%2025-12-312026-01-23history
CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC198 shares14.45%2025-12-312026-01-23history
SPYX SPDR SERIES TRUST309 shares0.00%2025-12-312026-01-23history
CRWD CROWDSTRIKE HLDGS INC37 shares-81.22%2025-12-312026-01-23history
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IR INGERSOLL RAND INC215 shares0.00%2025-12-312026-01-23history
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ACWX ISHARES TR250 shares0.00%2025-12-312026-01-23history
HSIC HENRY SCHEIN INC207 shares0.00%2025-12-312026-01-23history
EWY ISHARES INC156 shares0.00%2025-12-312026-01-23history
VNQI VANGUARD INTL EQUITY INDEX F331 shares4.75%2025-12-312026-01-23history
AIG AMERICAN INTL GROUP INC177 shares-4.32%2025-12-312026-01-23history
SIHY HARBOR ETF TRUST328 shares2.82%2025-12-312026-01-23history
CDW CDW CORP106 shares-2.75%2025-12-312026-01-23history
VIK VIKING HOLDINGS LTD200 shares-71.43%2025-12-312026-01-23history
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NOC NORTHROP GRUMMAN CORP25 shares-3.85%2025-12-312026-01-23history
HALO HALOZYME THERAPEUTICS INC211 shares0.48%2025-12-312026-01-23history
HASI HA SUSTAINABLE INFRA CAP INC444 shares1.37%2025-12-312026-01-23history
CMCSA COMCAST CORP NEW466 shares65.84%2025-12-312026-01-23history
QCOM QUALCOMM INC81 shares3.85%2025-12-312026-01-23history
AZO AUTOZONE INC4 shares0.00%2025-12-312026-01-23history
ATI ATI INC118 shares0.00%2025-12-312026-01-23history
HWM HOWMET AEROSPACE INC66 shares0.00%2025-12-312026-01-23history
Sponsored
SOFI SOFI TECHNOLOGIES INC516 shares0.00%2025-12-312026-01-23history
WAT WATERS CORP35 shares2.94%2025-12-312026-01-23history
OCUL OCULAR THERAPEUTIX INC1.1K shares52.51%2025-12-312026-01-23history
YUM YUM BRANDS INC87 shares0.00%2025-12-312026-01-23history
SEVN SEVEN HILLS REALTY TRUST1.4K shares0.00%2025-12-312026-01-23history
OKLO OKLO INC175 shares0.00%2025-12-312026-01-23history
NAD NUVEEN QUALITY MUNCP INCOME1.0K shares0.00%2025-12-312026-01-23history
TOTALENERGIES SE TOTALENERGIES SE185 sharesnew addition2025-12-312026-01-23history
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M MACYS INC546 shares0.00%2025-12-312026-01-23history
IUSG ISHARES TR71 shares0.00%2025-12-312026-01-23history
HOOD ROBINHOOD MKTS INC103 shares0.00%2025-12-312026-01-23history
TNGX TANGO THERAPEUTICS INC1.3K shares62.50%2025-12-312026-01-23history
FBTC FIDELITY WISE ORIGIN BITCOIN150 shares0.00%2025-12-312026-01-23history
TOST TOAST INC316 shares-80.45%2025-12-312026-01-23history
MTD METTLER TOLEDO INTERNATIONAL8 shares0.00%2025-12-312026-01-23history
GENI GENIUS SPORTS LIMITED998 shares0.00%2025-12-312026-01-23history
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SNOW SNOWFLAKE INC50 shares0.00%2025-12-312026-01-23history
BKNG BOOKING HOLDINGS INC2 shares0.00%2025-12-312026-01-23history
FTNT FORTINET INC127 shares-1.55%2025-12-312026-01-23history
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RCL ROYAL CARIBBEAN GROUP34 shares0.00%2025-12-312026-01-23history
NUVB NUVATION BIO INC1.1K shares5.00%2025-12-312026-01-23history
LDOS LEIDOS HOLDINGS INC50 shares0.00%2025-12-312026-01-23history
NEM NEWMONT CORP90 shares0.00%2025-12-312026-01-23history
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SRRK SCHOLAR ROCK HLDG CORP200 sharesnew addition2025-12-312026-01-23history
ROCKET LAB CORP ROCKET LAB CORP126 shares0.80%2025-12-312026-01-23history
WFC WELLS FARGO CO NEW93 shares-92.87%2025-12-312026-01-23history
INTU INTUIT13 shares0.00%2025-12-312026-01-23history
ALL ALLSTATE CORP41 shares2.50%2025-12-312026-01-23history
HIMS HIMS & HERS HEALTH INC264 shares0.00%2025-12-312026-01-23history
SHW SHERWIN WILLIAMS CO26 shares-3.70%2025-12-312026-01-23history
MPC MARATHON PETE CORP51 shares0.00%2025-12-312026-01-23history
Sponsored
PYPL PAYPAL HLDGS INC139 shares-21.91%2025-12-312026-01-23history
URI UNITED RENTALS INC10 shares0.00%2025-12-312026-01-23history
DUOL DUOLINGO INC45 shares-50.00%2025-12-312026-01-23history
APA CORPORATION APA CORPORATION321 shares505.66%2025-12-312026-01-23history
ADBE ADOBE INC22 shares15.79%2025-12-312026-01-23history
SCHW SCHWAB CHARLES CORP77 shares0.00%2025-12-312026-01-23history
WAB WABTEC35 shares0.00%2025-12-312026-01-23history
VST VISTRA CORP46 shares0.00%2025-12-312026-01-23history
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IWM ISHARES TR30 shares-50.82%2025-12-312026-01-23history
DHI D R HORTON INC49 shares0.00%2025-12-312026-01-23history
GM GENERAL MTRS CO86 shares0.00%2025-12-312026-01-23history
BNDX VANGUARD CHARLOTTE FDS141 shares0.00%2025-12-312026-01-23history
WMB WILLIAMS COS INC112 shares0.00%2025-12-312026-01-23history
SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC137 sharesnew addition2025-12-312026-01-23history
RSG REPUBLIC SVCS INC31 shares0.00%2025-12-312026-01-23history
COIN COINBASE GLOBAL INC29 shares45.00%2025-12-312026-01-23history
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MEDTRONIC PLC MEDTRONIC PLC68 shares0.00%2025-12-312026-01-23history
BHF BRIGHTHOUSE FINL INC100 shares0.00%2025-12-312026-01-23history
FCX FREEPORT-MCMORAN INC126 shares-3.82%2025-12-312026-01-23history
MMC MARSH & MCLENNAN COS INC34 shares-5.56%2025-12-312026-01-23history
VEEV VEEVA SYS INC28 shares0.00%2025-12-312026-01-23history
FITB FIFTH THIRD BANCORP132 shares0.00%2025-12-312026-01-23history
AVAV AEROVIRONMENT INC25 shares0.00%2025-12-312026-01-23history
ITB ISHARES TR63 shares0.00%2025-12-312026-01-23history
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CEG CONSTELLATION ENERGY CORP17 shares0.00%2025-12-312026-01-23history
ESLT ELBIT SYS LTD10 shares0.00%2025-12-312026-01-23history
UAL UNITED AIRLS HLDGS INC51 shares0.00%2025-12-312026-01-23history
RF REGIONS FINANCIAL CORP NEW208 shares0.00%2025-12-312026-01-23history
WELL WELLTOWER INC30 shares0.00%2025-12-312026-01-23history
TXN TEXAS INSTRS INC31 shares-11.43%2025-12-312026-01-23history
HAL HALLIBURTON CO190 shares0.00%2025-12-312026-01-23history
APLS APELLIS PHARMACEUTICALS INC212 sharesnew addition2025-12-312026-01-23history
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SITM SITIME CORP15 shares1400.00%2025-12-312026-01-23history
ABOS ACUMEN PHARMACEUTICALS INC2.5K shares0.00%2025-12-312026-01-23history
BKR BAKER HUGHES COMPANY115 shares0.00%2025-12-312026-01-23history
NSC NORFOLK SOUTHN CORP18 shares0.00%2025-12-312026-01-23history
CLH CLEAN HARBORS INC22 shares0.00%2025-12-312026-01-23history
CMI CUMMINS INC10 shares66.67%2025-12-312026-01-23history
SBUX STARBUCKS CORP60 shares0.00%2025-12-312026-01-23history
DGX QUEST DIAGNOSTICS INC29 shares0.00%2025-12-312026-01-23history
Sponsored
DTE DTE ENERGY CO39 shares0.00%2025-12-312026-01-23history
SCHD SCHWAB STRATEGIC TR181 shares0.00%2025-12-312026-01-23history
GRAL GRAIL INC57 shares-38.71%2025-12-312026-01-23history
VIRT VIRTU FINL INC146 shares87.18%2025-12-312026-01-23history
SRE SEMPRA55 shares0.00%2025-12-312026-01-23history
MAR MARRIOTT INTL INC NEW15 shares0.00%2025-12-312026-01-23history
MNST MONSTER BEVERAGE CORP NEW60 shares0.00%2025-12-312026-01-23history
AWK AMERICAN WTR WKS CO INC NEW34 shares0.00%2025-12-312026-01-23history
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RACE FERRARI N V12 shares0.00%2025-12-312026-01-23history
CENCORA INC CENCORA INC13 shares0.00%2025-12-312026-01-23history
PH PARKER-HANNIFIN CORP5 shares0.00%2025-12-312026-01-23history
SLB SLB LIMITED114 shares-5.79%2025-12-312026-01-23history
HLT HILTON WORLDWIDE HLDGS INC15 shares0.00%2025-12-312026-01-23history
FLUT FLUTTER ENTMT PLC20 shares0.00%2025-12-312026-01-23history
VLO VALERO ENERGY CORP26 shares0.00%2025-12-312026-01-23history
MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV268 sharesnew addition2025-12-312026-01-23history
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EA ELECTRONIC ARTS INC20 shares0.00%2025-12-312026-01-23history
TRV TRAVELERS COMPANIES INC14 shares0.00%2025-12-312026-01-23history
FAST FASTENAL CO98 shares0.00%2025-12-312026-01-23history
NBIS NEBIUS GROUP N.V.46 shares70.37%2025-12-312026-01-23history
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IQV IQVIA HLDGS INC17 shares0.00%2025-12-312026-01-23history
PHM PULTE GROUP INC31 shares0.00%2025-12-312026-01-23history
TDY TELEDYNE TECHNOLOGIES INC7 shares0.00%2025-12-312026-01-23history
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PL PLANET LABS PBC170 shares0.00%2025-12-312026-01-23history
KEY KEYCORP159 shares-0.63%2025-12-312026-01-23history
TE CONNECTIVITY PLC TE CONNECTIVITY PLC14 shares0.00%2025-12-312026-01-23history
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CRCL CIRCLE INTERNET GROUP INC40 shares81.82%2025-12-312026-01-23history
GNRC GENERAC HLDGS INC23 shares360.00%2025-12-312026-01-23history
FI FISERV INC46 shares91.67%2025-12-312026-01-23history
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EQIX EQUINIX INC4 shares0.00%2025-12-312026-01-23history
TGT TARGET CORP31 shares-70.48%2025-12-312026-01-23history
STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC41 shares57.69%2025-12-312026-01-23history
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GWW WW GRAINGER INC3 shares0.00%2025-12-312026-01-23history
VTRS VIATRIS INC240 shares0.00%2025-12-312026-01-23history
KR KROGER CO47 shares-18.97%2025-12-312026-01-23history
EW EDWARDS LIFESCIENCES CORP34 shares0.00%2025-12-312026-01-23history
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O REALTY INCOME CORP51 shares-56.78%2025-12-312026-01-23history
TXT TEXTRON INC33 shares0.00%2025-12-312026-01-23history
HAS HASBRO INC35 shares-95.33%2025-12-312026-01-23history
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HOWL WEREWOLF THERAPEUTICS INC4.5K shares80.00%2025-12-312026-01-23history
IBIT ISHARES BITCOIN TRUST ETF57 shares0.00%2025-12-312026-01-23history
AON PLC AON PLC8 shares0.00%2025-12-312026-01-23history
KYTX KYVERNA THERAPEUTICS INC300 sharesnew addition2025-12-312026-01-23history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: TFC Financial Management, Inc. | TradeFomo