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
PSX
Phillips 66

Energy
1
+ 0.05%
$118.37 - $139.46 $118 - $139
2.03K $276K
MS
Morgan Stanley

Financial Services
38
+ 2.56%
$139.09 - $161.16 $5.29K - $6.12K
1.52K $241K
AMAT
Applied Materials Inc

Technology
19
+ 1.53%
$156.25 - $204.95 $2.97K - $3.89K
1.26K $258K
TRV
Travelers Companies, Inc.

Financial Services
6
+ 0.25%
$250.62 - $279.43 $1.5K - $1.68K
2.36K $658K
T
At&T Inc.

Communication Services
2.23K
+ 4.54%
$26.94 - $29.62 $60.2K - $66.2K
51.5K $1.45M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
81
+ 4.9%
$121.46 - $130.92 $9.84K - $10.6K
1.74K $226K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
15
+ 0.25%
$41.34 - $45.65 $620 - $685
6.03K $271K
PANW
Palo Alto Networks Inc

Technology
107
+ 6.44%
$167.06 - $208.19 $17.9K - $22.3K
1.77K $360K
TSCO
Tractor Supply CO

Consumer Cyclical
26
+ 0.64%
$54.08 - $62.65 $1.41K - $1.63K
4.09K $232K
TROW
Price T Rowe Group Inc

Financial Services
28
+ 1.16%
$98.67 - $111.52 $2.76K - $3.12K
2.45K $251K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
360
+ 4.11%
$26.38 - $27.95 $9.5K - $10.1K
9.12K $249K
DHR
Danaher Corp

Healthcare
80
+ 3.43%
$181.46 - $212.2 $14.5K - $17K
2.42K $478K
MA
Mastercard Inc

Financial Services
10
+ 0.62%
$550.18 - $598.96 $5.5K - $5.99K
1.61K $916K
YUM
Yum Brands Inc

Consumer Cyclical
63
+ 4.64%
$139.5 - $153.94 $8.79K - $9.7K
1.42K $215K
COP
Conocophillips

Energy
26
+ 1.13%
$91.0 - $98.99 $2.37K - $2.57K
2.33K $220K
COIN
Coinbase Global, Inc.

Technology
57
+ 8.91%
$297.99 - $419.78 $17K - $23.9K
697 $235K
DUK
Duke Energy Corp

Utilities
1
+ 0.06%
$116.31 - $125.93 $116 - $126
1.79K $221K
AMGN
Amgen Inc

Healthcare
5
+ 0.19%
$271.18 - $309.22 $1.36K - $1.55K
2.7K $761K
TT
Trane Technologies PLC

Industrials
35
+ 7.26%
$398.96 - $472.54 $14K - $16.5K
517 $218K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
29
+ 0.64%
$92.18 - $95.14 $2.67K - $2.76K
4.58K $435K
NEAR
Blackrock Short Maturity Bond

ETFs
91
+ 0.78%
$50.8 - $51.32 $4.62K - $4.67K
11.8K $605K
AON
Aon PLC

Financial Services
16
+ 2.7%
$350.91 - $375.27 $5.61K - $6K
608 $216K
PNW
Pinnacle West Capital Corp

Utilities
31
+ 0.61%
$85.87 - $94.45 $2.66K - $2.93K
5.08K $455K
ABC
Amerisourcebergen Corp

Healthcare
16
+ 1.2%
N/A
1.35K $249K
COF
Capital One Financial Corp

Financial Services
7
+ 0.3%
$207.29 - $229.74 $1.45K - $1.61K
2.38K $505K
Dimensional ETF Trust
324K
+ 16.77%
N/A
2.26M $0
DFSI
Dimensional ETF Tr Dimen Intl
62.7K
+ 203.85%
N/A
93.4K $0
Vanguard Wellington Fd
39.5K
New
N/A
39.5K $0
Arista Networks Inc
1.71K
New
N/A
1.71K $0
Dimensional ETF Trust
42.8K
+ 22.74%
N/A
231K $0
Blackrock Inc
59
+ 25.88%
N/A
287 $0
Ishares Bitcoin Trust ETF
3
+ 0.09%
N/A
3.33K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
32K
+ 68.37%
N/A
78.9K $0
ETF Opportunities Trust
53
+ 0.47%
N/A
11.3K $0
Dimensional ETF Trust
14
+ 0.02%
N/A
63.1K $0
Reddit Inc
908
New
N/A
908 $0
Lam Research Corp
60
+ 2.69%
N/A
2.29K $0
Ge Vernova Inc
77
+ 6.78%
N/A
1.21K $0
Dimensional ETF Trust
5.63K
+ 0.96%
N/A
594K $0
DFSU
Dimensional ETF Tr Dimen Us Su
124K
+ 155.21%
N/A
204K $0
Dimensional ETF Trust
8.08K
+ 13.1%
N/A
69.8K $0
Eupraxia Pharmaceuticals Inc
11K
New
N/A
11K $0
Vanguard Mun Bd Fds
20.2K
New
N/A
20.2K $0
AVGE
American Centy ETF Tr Avantis
124
+ 2.07%
N/A
6.12K $0
WM
Waste Management Inc

Industrials
16
+ 1.65%
$213.88 - $237.1 $3.42K - $3.79K
985 $217K
CSCO
Cisco Systems, Inc.

Technology
81
+ 0.86%
$66.2 - $71.79 $5.36K - $5.81K
9.45K $646K
SBUX
Starbucks Corp

Consumer Cyclical
157
+ 6.41%
$81.9 - $96.86 $12.9K - $15.2K
2.61K $220K
SYK
Stryker Corp

Healthcare
47
+ 5.23%
$368.57 - $403.53 $17.3K - $19K
946 $349K
CMCSA
Comcast Corp

Communication Services
574
+ 9.37%
$31.41 - $36.33 $18K - $20.9K
6.7K $210K
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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