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
AXON
Axon Enterprise, Inc.

Industrials
259
New
$497.13 - $827.94 $129K - $214K
259 $214K
LDOS
Leidos Holdings, Inc.

Technology
1.35K
New
$132.9 - $160.3 $180K - $217K
1.35K $213K
TT
Trane Technologies PLC

Industrials
482
New
$315.21 - $437.41 $152K - $211K
482 $210K
BSX
Boston Scientific Corp

Healthcare
1.96K
New
$89.7 - $107.41 $176K - $210K
1.96K $210K
TDG
Trans Digm Group Inc

Industrials
137
New
$1231.75 - $1520.64 $169K - $208K
137 $208K
BK
Bank Of New York Mellon Corp

Financial Services
2.29K
New
$73.31 - $91.62 $168K - $210K
2.29K $208K
MS
Morgan Stanley

Financial Services
1.48K
New
$99.83 - $140.86 $148K - $209K
1.48K $208K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.45K
New
$23.55 - $27.67 $175K - $206K
7.45K $206K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.65K
New
$97.68 - $121.38 $162K - $201K
1.65K $200K
AUR
Aurora Innovation, Inc.

Technology
33.6K
New
$5.17 - $8.14 $174K - $273K
33.6K $176K
IWF
Ishares Russell 1000 Gr ETF

ETFs
20
+ 1.06%
$320.42 - $421.7 $6.41K - $8.43K
1.91K $804K
SO
Southern CO

Utilities
1.22K
+ 27.53%
$84.91 - $92.56 $104K - $113K
5.65K $519K
INTU
Intuit Inc

Technology
1
+ 0.17%
$544.07 - $787.63 $544 - $788
599 $471K
IWM
Ishares Russell 2000 ETF

ETFs
365
+ 23.49%
$174.82 - $215.79 $63.8K - $78.8K
1.92K $414K
DNP
Dnp Select Income Fund Inc

Financial Services
10.6K
New
$8.89 - $9.88 $94.2K - $105K
10.6K $103K
VBR
Vanguard Small Cap Value ETF

ETFs
387
+ 14.51%
$162.76 - $195.77 $63K - $75.8K
3.05K $595K
MCK
Mckesson Corp

Healthcare
2
+ 0.13%
$652.83 - $732.78 $1.31K - $1.47K
1.51K $1.11M
IWR
Ishares Russell Mid Cap ETF

ETFs
339
+ 4.38%
$74.88 - $91.97 $25.4K - $31.2K
8.07K $742K
ZION
Zions Bancorporation, National Association

Financial Services
1.05K
+ 8.98%
$41.39 - $51.94 $43.3K - $54.4K
12.7K $659K
BA
Boeing CO

Industrials
77
+ 4.93%
$136.59 - $217.51 $10.5K - $16.7K
1.64K $343K
VEA
Vanguard Ftse Developed Market

ETFs
381
+ 5.11%
$45.65 - $57.01 $17.4K - $21.7K
7.84K $447K
DE
Deere & CO

Industrials
6
+ 0.46%
$412.99 - $531.48 $2.48K - $3.19K
1.31K $666K
SCHA
Schwab Strategic Tr Us Small C

ETFs
990
+ 7.44%
$20.42 - $25.3 $20.2K - $25K
14.3K $361K
GLD
Spdr Gold Trust

ETFs
48
+ 2.35%
$273.71 - $316.29 $13.1K - $15.2K
2.09K $638K
IFRA
Ishares Tr

ETFs
73
+ 0.72%
$40.97 - $49.19 $2.99K - $3.59K
10.2K $502K
CTVA
Corteva, Inc.

Basic Materials
24
+ 0.72%
$55.52 - $74.53 $1.33K - $1.79K
3.36K $250K
BX
Blackstone Inc.

Financial Services
14
+ 0.35%
$120.07 - $151.11 $1.68K - $2.12K
3.96K $592K
ABT
Abbott Laboratories

Healthcare
47
+ 0.48%
$123.95 - $138.08 $5.83K - $6.49K
9.81K $1.33M
KO
Coca Cola CO

Consumer Defensive
550
+ 10.75%
$68.37 - $73.9 $37.6K - $40.6K
5.66K $400K
NUE
Nucor Corp

Basic Materials
29
+ 1.41%
$103.22 - $131.43 $2.99K - $3.81K
2.09K $270K
MTCH
Match Group, Inc.

Communication Services
744
+ 10.01%
$27.03 - $31.93 $20.1K - $23.8K
8.17K $252K
PFF
Ishares Trust Ishares Pfd And

ETFs
712
+ 4.8%
$29.0 - $30.68 $20.6K - $21.8K
15.6K $477K
MCO
Moodys Corp

Financial Services
5
+ 1.0%
$396.7 - $501.59 $1.98K - $2.51K
504 $252K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
73
+ 1.23%
$33.46 - $41.33 $2.44K - $3.02K
6.02K $248K
PPG
Ppg Industries Inc

Basic Materials
20
+ 0.52%
$91.66 - $115.04 $1.83K - $2.3K
3.9K $443K
VLO
Valero Energy Corp

Energy
81
+ 4.03%
$104.69 - $141.77 $8.48K - $11.5K
2.09K $281K
LII
Lennox International Inc

Industrials
2
+ 0.24%
$508.76 - $605.77 $1.02K - $1.21K
827 $474K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.08%
$152.93 - $181.74 $153 - $182
1.21K $220K
TRV
Travelers Companies, Inc.

Financial Services
14
+ 0.6%
$233.83 - $276.34 $3.27K - $3.87K
2.35K $629K
ADP
Automatic Data Processing Inc

Industrials
23
+ 3.24%
$276.76 - $326.81 $6.37K - $7.52K
732 $225K
D
Dominion Energy, Inc

Utilities
24
+ 0.17%
$49.66 - $58.0 $1.19K - $1.39K
14.2K $802K
TJX
Tjx Companies Inc

Consumer Cyclical
25
+ 0.73%
$119.13 - $135.03 $2.98K - $3.38K
3.44K $424K
INTC
Intel Corp

Technology
614
+ 3.69%
$18.13 - $22.69 $11.1K - $13.9K
17.3K $386K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
17
+ 0.37%
$85.42 - $94.39 $1.45K - $1.6K
4.55K $427K
ABC
Amerisourcebergen Corp

Healthcare
9
+ 0.68%
N/A
1.33K $246K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.03%
$335.24 - $380.78 $670 - $762
6.5K $2.38M
Dimensional ETF Trust
128K
+ 27.74%
N/A
588K $0
Ishares Bitcoin Trust ETF
3.32K
New
N/A
3.32K $0
ETF Opportunities Trust
50
+ 0.45%
N/A
11.2K $0
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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