Tci Wealth Advisors, Inc. Purchases in Q3 2024

Tci Wealth Advisors, Inc.

  • $1.12 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.73K
+ 32.41%
$92.63 - $105.69 $160K - $182K
7.05K $734K
AXP
American Express CO

Financial Services
69
+ 1.52%
$225.92 - $271.17 $15.6K - $18.7K
4.61K $1.25M
VZ
Verizon Communications Inc

Communication Services
2.29K
+ 9.31%
$38.89 - $45.0 $89.1K - $103K
26.9K $1.21M
VTV
Vanguard Value ETF

ETFs
707
+ 16.11%
$159.75 - $174.57 $113K - $123K
5.1K $889K
VUG
Vanguard Growth ETF

ETFs
406
+ 18.55%
$341.08 - $391.94 $138K - $159K
2.6K $996K
GE
General Electric CO

Industrials
146
+ 3.03%
$156.66 - $189.66 $22.9K - $27.7K
4.97K $936K
JPM
Jpmorgan Chase & CO

Financial Services
151
+ 0.93%
$194.9 - $224.8 $29.4K - $33.9K
16.3K $3.44M
RTX
Raytheon Technologies Corp

Industrials
114
+ 1.52%
$99.55 - $123.34 $11.3K - $14.1K
7.62K $923K
NFLX
Netflix Inc

Communication Services
214
+ 45.05%
$598.55 - $722.26 $128K - $155K
689 $488K
MA
Mastercard Inc

Financial Services
14
+ 0.46%
$429.6 - $500.99 $6.01K - $7.01K
3.03K $1.5M
AVGO
Broadcom Inc.

Technology
5.31K
+ 990.49%
$136.27 - $1745.86 $723K - $9.27M
5.85K $1.01M
T
At&T Inc.

Communication Services
150
+ 0.31%
$18.21 - $22.28 $2.73K - $3.34K
49.3K $1.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
211
+ 4.75%
$434.77 - $502.96 $91.7K - $106K
4.66K $2.27M
ITW
Illinois Tool Works Inc

Industrials
36
+ 0.69%
$233.14 - $263.97 $8.39K - $9.5K
5.24K $1.37M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.65K
+ 24.39%
$61.11 - $67.85 $101K - $112K
8.41K $570K
D
Dominion Energy, Inc

Utilities
12
+ 0.09%
$48.01 - $58.53 $576 - $702
13.8K $799K
UNP
Union Pacific Corp

Industrials
5
+ 0.09%
$221.78 - $256.09 $1.11K - $1.28K
5.88K $1.45M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.04K
+ 8.5%
$76.38 - $78.87 $79.7K - $82.3K
13.3K $1.05M
SBUX
Starbucks Corp

Consumer Cyclical
46
+ 1.0%
$72.51 - $98.6 $3.34K - $4.54K
4.64K $452K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.15%
$896.19 - $1044.18 $896 - $1.04K
651 $676K
WBD
Warner Bros. Discovery, Inc.

Communication Services
11K
New
$6.71 - $8.78 $73.6K - $96.3K
11K $90K
CTAS
Cintas Corp

Industrials
2.05K
+ 304.75%
$201.38 - $819.83 $414K - $1.68M
2.73K $561K
V
Visa Inc.

Financial Services
98
+ 1.97%
$253.74 - $291.56 $24.9K - $28.6K
5.08K $1.4M
CSWI
Csw Industrials, Inc.

Industrials
1
+ 0.12%
$263.55 - $370.84 $264 - $371
863 $316K
KMB
Kimberly Clark Corp

Consumer Defensive
47
+ 0.23%
$135.05 - $148.35 $6.35K - $6.97K
20.2K $2.87M
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.23%
$213.3 - $270.78 $853 - $1.08K
1.72K $466K
PEP
Pepsico Inc

Consumer Defensive
67
+ 0.45%
$161.9 - $179.3 $10.8K - $12K
15K $2.55M
CRM
Salesforce, Inc.

Technology
212
+ 15.14%
$238.42 - $276.53 $50.5K - $58.6K
1.61K $441K
DHI
Horton D R Inc

Consumer Cyclical
58
+ 4.06%
$135.21 - $197.06 $7.84K - $11.4K
1.49K $283K
SCHW
Schwab Charles Corp

Financial Services
3.02K
+ 23.58%
$61.74 - $76.08 $186K - $230K
15.8K $1.03M
TRV
Travelers Companies, Inc.

Financial Services
30
+ 1.29%
$201.87 - $242.35 $6.06K - $7.27K
2.35K $550K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
257
+ 16.13%
$210.25 - $231.86 $54K - $59.6K
1.85K $412K
GLD
Spdr Gold Trust

ETFs
103
+ 5.96%
$215.56 - $246.98 $22.2K - $25.4K
1.83K $445K
CSCO
Cisco Systems, Inc.

Technology
153
+ 1.41%
$44.74 - $53.22 $6.85K - $8.14K
11K $586K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
641
+ 17.11%
$61.97 - $69.37 $39.7K - $44.5K
4.39K $302K
GS
Goldman Sachs Group Inc

Financial Services
6
+ 0.43%
$459.02 - $510.25 $2.75K - $3.06K
1.39K $688K
ISRG
Intuitive Surgical Inc

Healthcare
14
+ 1.31%
$416.14 - $494.01 $5.83K - $6.92K
1.08K $532K
BLK
Black Rock Inc.

Financial Services
9
+ 3.16%
$782.27 - $949.51 $7.04K - $8.55K
294 $279K
ATR
Aptargroup, Inc.

Healthcare
7
+ 0.26%
$138.54 - $160.11 $970 - $1.12K
2.74K $438K
PFF
Ishares Trust Ishares Pfd And

ETFs
1K
+ 8.13%
$31.18 - $33.5 $31.2K - $33.5K
13.3K $441K
VEA
Vanguard Ftse Developed Market

ETFs
547
+ 8.41%
$47.6 - $53.31 $26K - $29.2K
7.06K $372K
SCHA
Schwab Strategic Tr Us Small C

ETFs
342
+ 5.36%
$46.9 - $51.96 $16K - $17.8K
6.72K $346K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
108
+ 3.6%
$105.53 - $118.34 $11.4K - $12.8K
3.11K $363K
DD
Du Pont De Nemours, Inc.

Basic Materials
215
+ 8.34%
$77.22 - $89.49 $16.6K - $19.2K
2.79K $248K
IEFA
Ishares Tr

ETFs
127
+ 2.28%
$70.09 - $78.74 $8.9K - $10K
5.69K $444K
VGT
Vanguard Information Technolog

ETFs
58
+ 11.49%
$514.43 - $606.85 $29.8K - $35.2K
563 $330K
CB
Chubb LTD

Financial Services
10
+ 0.95%
$252.51 - $292.2 $2.53K - $2.92K
1.07K $307K
CMCSA
Comcast Corp

Communication Services
69
+ 0.6%
$37.33 - $41.78 $2.58K - $2.88K
11.6K $482K
TJX
Tjx Companies Inc

Consumer Cyclical
11
+ 0.26%
$107.93 - $120.23 $1.19K - $1.32K
4.26K $500K
Activity Summary
Buys All Purchases 142 New Holdings 27 Increased Positions 115 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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