Tci Wealth Advisors, Inc. Purchases in Q2 2025

Tci Wealth Advisors, Inc.

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
248K
+ 9.98%
$53.65 - $67.02 $13.3M - $16.6M
2.73M $183M
DUHP
Dimensional ETF Tr Dimensional

ETFs
378K
+ 37.38%
$29.36 - $35.56 $11.1M - $13.4M
1.39M $49.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
266K
+ 10.75%
$36.25 - $42.28 $9.65M - $11.3M
2.74M $116M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
107K
+ 2914.07%
$90.56 - $109.49 $9.68M - $11.7M
111K $12.1M
DFAE
Dimensional ETF Tr

ETFs
142K
+ 10.43%
$22.87 - $28.95 $3.26M - $4.12M
1.51M $43.7M
DFIV
Dimensional ETF Tr

ETFs
72.7K
+ 5.11%
$34.67 - $43.21 $2.52M - $3.14M
1.5M $64.1M
AVUV
American Centy ETF Tr Avantis

ETFs
50.4K
+ 5.82%
$75.17 - $91.21 $3.79M - $4.59M
915K $83.4M
AVDV
American Centy ETF Tr Avantis

ETFs
10.9K
+ 1.65%
$61.76 - $79.32 $676K - $868K
674K $53.4M
DFSV
Dimensional ETF Tr Dimensional

ETFs
240K
+ 1430.72%
$24.21 - $29.47 $5.8M - $7.06M
256K $7.55M
DIHP
Dimensional ETF Tr Dimensional

ETFs
141K
+ 16.57%
$24.32 - $29.74 $3.44M - $4.21M
995K $29.4M
VTV
Vanguard Value ETF

ETFs
24.8K
+ 597.13%
$153.67 - $176.74 $3.81M - $4.38M
28.9K $5.12M
DFAU
Dimensional ETF Tr

ETFs
97.5K
New
$34.04 - $42.36 $3.32M - $4.13M
97.5K $4.13M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
135K
New
$23.4 - $29.68 $3.17M - $4.02M
135K $4.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.56K
+ 59.67%
$496.48 - $617.85 $2.76M - $3.43M
14.9K $9.19M
NVDA
Nvidia Corp

Technology
3.25K
+ 7.36%
$94.31 - $157.99 $307K - $514K
47.4K $7.49M
PSN
Parsons Corp

Industrials
33.1K
New
$58.88 - $71.77 $1.95M - $2.37M
33.1K $2.37M
AVDE
American Centy ETF Tr Avantis

ETFs
14.6K
+ 9.93%
$59.32 - $74.36 $868K - $1.09M
162K $12M
VTI
Vanguard Total Stock Market Et

ETFs
72
+ 0.13%
$243.75 - $303.93 $17.6K - $21.9K
53.5K $16.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
29.1K
New
$48.13 - $49.85 $1.4M - $1.45M
29.1K $1.43M
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.2K
+ 50.49%
$72.02 - $73.82 $1.02M - $1.05M
42.3K $3.12M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12.9K
+ 47.07%
$77.74 - $78.78 $1M - $1.02M
40.3K $3.17M
AVRE
American Centy ETF Tr Avantis
22.9K
New
$38.75 - $44.92 $889K - $1.03M
22.9K $1.01M
DFIC
Dimensional ETF Tr Dimensional

ETFs
31.5K
+ 326.08%
$24.94 - $31.15 $786K - $981K
41.2K $1.28M
WSO
Watsco Inc

Industrials
1.8K
New
$421.84 - $520.66 $758K - $935K
1.8K $793K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
775
+ 16.4%
$456.74 - $568.03 $354K - $440K
5.5K $3.13M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.25K
+ 68.49%
$104.23 - $134.39 $443K - $571K
10.5K $1.41M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$725400.0 - $809350.0 $725K - $809K
2 $1.46M
AVGO
Broadcom Inc.

Technology
298
+ 5.66%
$146.29 - $275.65 $43.6K - $82.1K
5.56K $1.53M
COF
Capital One Financial Corp

Financial Services
2.37K
New
$150.57 - $212.76 $357K - $504K
2.37K $504K
ORCL
Oracle Corp

Technology
667
+ 18.95%
$122.82 - $218.63 $81.9K - $146K
4.19K $915K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.53K
New
$50.08 - $63.14 $327K - $412K
6.53K $412K
LMT
Lockheed Martin Corp

Industrials
805
+ 53.81%
$430.82 - $486.45 $347K - $392K
2.3K $1.07M
TSLA
Tesla, Inc.

Consumer Cyclical
273
+ 5.36%
$221.86 - $362.89 $60.6K - $99.1K
5.36K $1.7M
PLTR
Palantir Technologies Inc.

Technology
2.75K
New
$74.01 - $144.25 $203K - $396K
2.75K $374K
PANW
Palo Alto Networks Inc

Technology
1.66K
New
$152.44 - $204.64 $253K - $340K
1.66K $339K
NFLX
Netflix Inc

Communication Services
6
+ 0.79%
$855.86 - $1339.13 $5.14K - $8.03K
768 $1.03M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11
+ 0.05%
$152.42 - $182.82 $1.68K - $2.01K
23.7K $4.33M
GE
General Electric CO

Industrials
27
+ 0.56%
$166.81 - $257.39 $4.5K - $6.95K
4.86K $1.25M
MGK
Vanguard Mega Cap Growth ETF

ETFs
753
New
$273.67 - $366.17 $206K - $276K
753 $275K
ALL
Allstate Corp

Financial Services
1.31K
New
$180.53 - $212.64 $237K - $279K
1.31K $264K
WMT
Walmart Inc.

Consumer Defensive
654
+ 3.38%
$81.79 - $99.98 $53.5K - $65.4K
20K $1.96M
AIQ
Global X Funds Global X Artifi

ETFs
5.89K
New
$31.5 - $43.69 $186K - $257K
5.89K $257K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.82K
+ 96.18%
$51.16 - $62.02 $196K - $237K
7.8K $483K
AXP
American Express CO

Financial Services
43
+ 0.93%
$231.39 - $318.98 $9.95K - $13.7K
4.67K $1.49M
UBER
Uber Technologies, Inc

Technology
2.6K
New
$64.62 - $93.3 $168K - $242K
2.6K $242K
AMAT
Applied Materials Inc

Technology
1.25K
New
$126.95 - $183.52 $158K - $228K
1.25K $227K
COIN
Coinbase Global, Inc.

Technology
640
New
$151.47 - $375.07 $96.9K - $240K
640 $224K
IVE
Ishares S&P 500 Value ETF

ETFs
1.11K
New
$168.34 - $195.42 $187K - $217K
1.11K $217K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.96K
New
$86.93 - $109.64 $171K - $215K
1.96K $215K
Activity Summary
Buys All Purchases 124 New Holdings 33 Increased Positions 91 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 3 Puts 0
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