Tci Wealth Advisors, Inc. has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $971 Million distributed in 217 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Small C with a value of $135M, Dimensional ETF Tr U S Equity with a value of $130M, Dimensional ETF Tr Us Marketwi with a value of $86.7M, American Centy ETF Tr Avantis with a value of $69.9M, and Dimensional ETF Tr U S Core Eq with a value of $53.1M.

Examining the 13F form we can see an increase of $74M in the current position value, from $897M to 971M.

Below you can find more details about Tci Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $971 Million
ETFs: $757 Million
Technology: $51.2 Million
Healthcare: $28.7 Million
Industrials: $23.1 Million
Financial Services: $22.2 Million
Consumer Cyclical: $20.3 Million
Consumer Defensive: $17.8 Million
Energy: $15.9 Million
Other: $15.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 217
  • Current Value $971 Million
  • Prior Value $897 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 07, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 19 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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