Tci Wealth Advisors, Inc. Purchases in Q3 2025

Tci Wealth Advisors, Inc.

  • $1.52 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
1.92K
New
$98.09 - $111.7 $188K - $215K
1.92K $214K
LOW
Lowes Companies Inc

Consumer Cyclical
842
New
$215.01 - $273.02 $181K - $230K
842 $211K
AEP
American Electric Power CO Inc

Utilities
1.86K
New
$103.26 - $115.0 $192K - $214K
1.86K $209K
TMO
Thermo Fisher Scientific Inc.

Healthcare
420
New
$404.94 - $499.99 $170K - $210K
420 $203K
IEMG
Ishares Inc

ETFs
3.78K
New
N/A
3.78K $202K
SPG
Simon Property Group Inc

Real Estate
1.07K
New
$159.93 - $187.67 $171K - $201K
1.07K $200K
INTC
Intel Corp

Technology
199
+ 1.15%
$19.31 - $35.5 $3.84K - $7.06K
17.5K $585K
META
Meta Platforms, Inc.

Communication Services
219
+ 6.94%
$695.21 - $791.73 $152K - $173K
3.37K $2.48M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
816
+ 26.6%
$132.9 - $142.03 $108K - $116K
3.88K $547K
VUG
Vanguard Growth ETF

ETFs
68
+ 2.75%
$433.97 - $484.08 $29.5K - $32.9K
2.54K $1.22M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.36K
+ 3.22%
$72.57 - $74.72 $98.9K - $102K
43.7K $3.25M
GS
Goldman Sachs Group Inc

Financial Services
47
+ 4.38%
$696.56 - $806.32 $32.7K - $37.9K
1.12K $892K
TJX
Tjx Companies Inc

Consumer Cyclical
394
+ 11.45%
$121.35 - $144.54 $47.8K - $56.9K
3.84K $554K
AMZN
Amazon Com Inc

Consumer Cyclical
555
+ 1.33%
$211.65 - $238.24 $117K - $132K
42.2K $9.28M
VB
Vanguard Small Cap ETF

ETFs
39
+ 0.57%
$237.58 - $259.17 $9.27K - $10.1K
6.92K $1.76M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.54K
+ 19.79%
$62.09 - $66.51 $95.9K - $103K
9.34K $609K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.41K
+ 3.5%
$78.11 - $79.07 $110K - $111K
41.7K $3.29M
WMT
Walmart Inc.

Consumer Defensive
126
+ 0.63%
$94.4 - $104.27 $11.9K - $13.1K
20.1K $2.07M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.18K
+ 10.58%
$49.43 - $54.52 $58.4K - $64.4K
12.4K $669K
MGK
Vanguard Mega Cap Growth ETF

ETFs
220
+ 29.22%
$362.31 - $405.74 $79.7K - $89.3K
973 $391K
VIG
Vanguard Dividend Appreciation

ETFs
630
+ 13.05%
N/A
5.46K $994K
MDT
Medtronic PLC

Healthcare
772
+ 18.15%
$87.67 - $95.74 $67.7K - $73.9K
5.03K $478K
XEL
Xcel Energy Inc

Utilities
688
+ 16.65%
$67.56 - $80.65 $46.5K - $55.5K
4.82K $388K
UBER
Uber Technologies, Inc

Technology
951
+ 36.63%
$86.91 - $99.57 $82.7K - $94.7K
3.55K $347K
MPC
Marathon Petroleum Corp

Energy
11
+ 0.3%
$158.59 - $198.69 $1.74K - $2.19K
3.69K $711K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
84
+ 6.22%
$224.68 - $282.71 $18.9K - $23.7K
1.43K $400K
DVY
Ishares Tr

ETFs
11
+ 0.12%
$133.88 - $142.57 $1.47K - $1.57K
9.26K $1.32M
BX
Blackstone Inc.

Financial Services
21
+ 0.53%
$152.77 - $188.68 $3.21K - $3.96K
3.98K $680K
WFC
Wells Fargo & Company

Financial Services
855
+ 22.05%
$77.05 - $85.16 $65.9K - $72.8K
4.73K $396K
BA
Boeing CO

Industrials
353
+ 21.54%
$209.79 - $237.38 $74.1K - $83.8K
1.99K $429K
AXP
American Express CO

Financial Services
58
+ 1.24%
$294.27 - $342.31 $17.1K - $19.9K
4.73K $1.57M
VGT
Vanguard Information Technolog

ETFs
19
+ 2.51%
$656.44 - $753.15 $12.5K - $14.3K
776 $579K
VLO
Valero Energy Corp

Energy
1
+ 0.05%
$131.77 - $175.63 $132 - $176
2.09K $356K
EFA
Ishares Tr Msci Eafe ETF

ETFs
206
+ 1.46%
$87.29 - $93.61 $18K - $19.3K
14.3K $1.34M
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.75K
+ 20.72%
$22.9 - $24.1 $63K - $66.3K
16K $382K
ITW
Illinois Tool Works Inc

Industrials
4
+ 0.08%
$252.31 - $269.41 $1.01K - $1.08K
5.18K $1.35M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
398
+ 20.28%
$109.47 - $119.06 $43.6K - $47.4K
2.36K $279K
BAC
Bank Of America Corp

Financial Services
364
+ 3.47%
$44.92 - $52.42 $16.4K - $19.1K
10.9K $560K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.45K
+ 10.92%
$24.46 - $26.5 $35.5K - $38.4K
14.7K $387K
MCK
Mckesson Corp

Healthcare
1
+ 0.07%
$659.01 - $772.54 $659 - $773
1.52K $1.17M
ZION
Zions Bancorporation, National Association

Financial Services
15
+ 0.12%
$51.2 - $59.15 $768 - $887
12.7K $719K
ALL
Allstate Corp

Financial Services
187
+ 14.24%
$192.0 - $214.65 $35.9K - $40.1K
1.5K $321K
IEFA
Ishares Tr

ETFs
195
+ 1.89%
$81.7 - $87.53 $15.9K - $17.1K
10.5K $916K
V
Visa Inc.

Financial Services
303
+ 8.66%
$332.09 - $358.86 $101K - $109K
3.8K $1.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
581
+ 4.07%
$25.29 - $28.33 $14.7K - $16.5K
14.9K $414K
VT
Vanguard Total World Stk Index

ETFs
157
+ 4.7%
$128.41 - $138.03 $20.2K - $21.7K
3.5K $481K
BK
Bank Of New York Mellon Corp

Financial Services
12
+ 0.52%
$90.65 - $109.75 $1.09K - $1.32K
2.3K $251K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
29
+ 1.3%
$89.32 - $107.82 $2.59K - $3.13K
2.26K $243K
QCOM
Qualcomm Inc

Technology
81
+ 2.1%
$145.84 - $173.55 $11.8K - $14.1K
3.93K $653K
Activity Summary
Buys All Purchases 172 New Holdings 23 Increased Positions 149 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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