Tci Wealth Advisors, Inc. Purchases in Q1 2025

Tci Wealth Advisors, Inc.

  • $1.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
20
+ 1.26%
$208.48 - $244.03 $4.17K - $4.88K
1.61K $392K
INTC
Intel Corp

Technology
237
+ 1.44%
$19.1 - $27.39 $4.53K - $6.49K
16.6K $378K
KO
Coca Cola CO

Consumer Defensive
8
+ 0.16%
$60.81 - $72.32 $486 - $579
5.11K $366K
BMY
Bristol Myers Squibb CO

Healthcare
374
+ 6.72%
$53.9 - $63.11 $20.2K - $23.6K
5.94K $362K
SO
Southern CO

Utilities
58
+ 1.33%
$80.96 - $92.96 $4.7K - $5.39K
4.43K $407K
DTE
Dte Energy CO

Utilities
26
+ 1.1%
$117.6 - $138.27 $3.06K - $3.6K
2.38K $329K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
709
+ 23.97%
$102.49 - $119.96 $72.7K - $85.1K
3.67K $383K
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.49K
+ 12.7%
$22.35 - $24.52 $33.3K - $36.6K
13.2K $314K
D
Dominion Energy, Inc

Utilities
100
+ 0.71%
$52.85 - $57.43 $5.29K - $5.74K
14.2K $794K
VEA
Vanguard Ftse Developed Market

ETFs
169
+ 2.32%
$47.4 - $52.99 $8.01K - $8.96K
7.46K $379K
SYK
Stryker Corp

Healthcare
36
+ 4.04%
$355.18 - $399.9 $12.8K - $14.4K
928 $345K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
143
+ 4.58%
$126.11 - $135.06 $18K - $19.3K
3.27K $421K
COP
Conocophillips

Energy
94
+ 4.17%
$88.6 - $105.85 $8.33K - $9.95K
2.35K $246K
LNT
Alliant Energy Corp

Utilities
37
+ 0.96%
$56.66 - $66.04 $2.1K - $2.44K
3.9K $251K
PSX
Phillips 66

Energy
12
+ 0.6%
$113.93 - $131.55 $1.37K - $1.58K
2K $247K
DFIC
Dimensional ETF Tr Dimensional

ETFs
27
+ 0.28%
$25.54 - $28.79 $690 - $777
9.66K $268K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
52
+ 0.46%
$42.5 - $46.71 $2.21K - $2.43K
11.4K $517K
PFF
Ishares Trust Ishares Pfd And

ETFs
876
+ 6.27%
$30.73 - $32.26 $26.9K - $28.3K
14.8K $456K
NSC
Norfolk Southern Corp

Industrials
32
+ 1.8%
$227.69 - $259.76 $7.29K - $8.31K
1.81K $429K
NEAR
Blackrock Short Maturity Bond

ETFs
87
+ 0.74%
$50.4 - $50.89 $4.38K - $4.43K
11.8K $601K
TFLO
Ishares Treasury Floating Rate

ETFs
79
+ 0.55%
$50.48 - $50.68 $3.99K - $4K
14.4K $728K
OXY
Occidental Petroleum Corp

Energy
70
+ 1.35%
$45.45 - $52.7 $3.18K - $3.69K
5.24K $258K
USB
Us Bancorp \De\

Financial Services
791
+ 13.53%
$40.92 - $50.9 $32.4K - $40.3K
6.64K $280K
Pgim Rock ETF Tr
9.34K
New
N/A
9.34K $0
Rbb Fund Trust
345K
New
N/A
345K $0
Linde PLC
436
New
N/A
436 $0
Dimensional ETF Trust
281K
+ 20.96%
N/A
1.62M $0
Dimensional ETF Trust
26.8K
+ 30.81%
N/A
114K $0
ETF Opportunities Trust
11.2K
New
N/A
11.2K $0
DFSU
Dimensional ETF Tr Dimen Us Su
1.4K
+ 2.8%
N/A
51.4K $0
Ge Vernova Inc
21
+ 1.87%
N/A
1.14K $0
DFSI
Dimensional ETF Tr Dimen Intl
594
+ 2.67%
N/A
22.9K $0
Dimensional ETF Trust
4.48K
+ 13.33%
N/A
38.1K $0
Dimensional ETF Trust
20.5K
+ 4.66%
N/A
460K $0
AVGE
American Centy ETF Tr Avantis
270
+ 4.99%
N/A
5.68K $0
TGNA
Tegna Inc

Communication Services
6
+ 0.06%
$16.63 - $18.95 $99.8 - $114
10.4K $189K
MCO
Moodys Corp

Financial Services
6
+ 1.22%
$437.8 - $527.48 $2.63K - $3.16K
499 $232K
PEP
Pepsico Inc

Consumer Defensive
190
+ 1.29%
$142.64 - $156.42 $27.1K - $29.7K
14.9K $2.23M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.08%
$169.43 - $182.84 $169 - $183
1.21K $209K
IWF
Ishares Russell 1000 Gr ETF

ETFs
180
+ 10.54%
$360.07 - $417.26 $64.8K - $75.1K
1.89K $681K
BA
Boeing CO

Industrials
29
+ 1.89%
$148.15 - $186.25 $4.3K - $5.4K
1.56K $266K
MTCH
Match Group, Inc.

Communication Services
8
+ 0.11%
$30.08 - $36.47 $241 - $292
7.43K $231K
ATR
Aptargroup, Inc.

Healthcare
24
+ 0.88%
$141.7 - $159.83 $3.4K - $3.84K
2.76K $410K
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.64%
$472.29 - $575.13 $1.42K - $1.73K
472 $228K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
103
+ 7.57%
$165.25 - $224.62 $17K - $23.1K
1.46K $243K
URI
United Rentals, Inc.

Industrials
4
+ 1.06%
$594.17 - $789.56 $2.38K - $3.16K
381 $238K
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.13%
$198.1 - $229.79 $396 - $460
1.55K $310K
LII
Lennox International Inc

Industrials
7
+ 0.86%
$553.05 - $666.93 $3.87K - $4.67K
825 $462K
ADBE
Adobe Inc.

Technology
1
+ 0.16%
$377.84 - $464.11 $378 - $464
626 $240K
Activity Summary
Buys All Purchases 114 New Holdings 16 Increased Positions 98 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 2 Puts 0
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