Tci Wealth Advisors, Inc. Incresed Positions in Q2 2025

Tci Wealth Advisors, Inc.

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
248K
+ 9.98%
$53.65 - $67.02 $13.3M - $16.6M
2.73M $183M
DUHP
Dimensional ETF Tr Dimensional

ETFs
378K
+ 37.38%
$29.36 - $35.56 $11.1M - $13.4M
1.39M $49.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
266K
+ 10.75%
$36.25 - $42.28 $9.65M - $11.3M
2.74M $116M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
107K
+ 2914.07%
$90.56 - $109.49 $9.68M - $11.7M
111K $12.1M
DFAE
Dimensional ETF Tr

ETFs
142K
+ 10.43%
$22.87 - $28.95 $3.26M - $4.12M
1.51M $43.7M
DFIV
Dimensional ETF Tr

ETFs
72.7K
+ 5.11%
$34.67 - $43.21 $2.52M - $3.14M
1.5M $64.1M
AVUV
American Centy ETF Tr Avantis

ETFs
50.4K
+ 5.82%
$75.17 - $91.21 $3.79M - $4.59M
915K $83.4M
AVDV
American Centy ETF Tr Avantis

ETFs
10.9K
+ 1.65%
$61.76 - $79.32 $676K - $868K
674K $53.4M
DFSV
Dimensional ETF Tr Dimensional

ETFs
240K
+ 1430.72%
$24.21 - $29.47 $5.8M - $7.06M
256K $7.55M
DIHP
Dimensional ETF Tr Dimensional

ETFs
141K
+ 16.57%
$24.32 - $29.74 $3.44M - $4.21M
995K $29.4M
VTV
Vanguard Value ETF

ETFs
24.8K
+ 597.13%
$153.67 - $176.74 $3.81M - $4.38M
28.9K $5.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.56K
+ 59.67%
$496.48 - $617.85 $2.76M - $3.43M
14.9K $9.19M
NVDA
Nvidia Corp

Technology
3.25K
+ 7.36%
$94.31 - $157.99 $307K - $514K
47.4K $7.49M
AVDE
American Centy ETF Tr Avantis

ETFs
14.6K
+ 9.93%
$59.32 - $74.36 $868K - $1.09M
162K $12M
VTI
Vanguard Total Stock Market Et

ETFs
72
+ 0.13%
$243.75 - $303.93 $17.6K - $21.9K
53.5K $16.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.2K
+ 50.49%
$72.02 - $73.82 $1.02M - $1.05M
42.3K $3.12M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12.9K
+ 47.07%
$77.74 - $78.78 $1M - $1.02M
40.3K $3.17M
DFIC
Dimensional ETF Tr Dimensional

ETFs
31.5K
+ 326.08%
$24.94 - $31.15 $786K - $981K
41.2K $1.28M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
775
+ 16.4%
$456.74 - $568.03 $354K - $440K
5.5K $3.13M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.25K
+ 68.49%
$104.23 - $134.39 $443K - $571K
10.5K $1.41M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$725400.0 - $809350.0 $725K - $809K
2 $1.46M
AVGO
Broadcom Inc.

Technology
298
+ 5.66%
$146.29 - $275.65 $43.6K - $82.1K
5.56K $1.53M
ORCL
Oracle Corp

Technology
667
+ 18.95%
$122.82 - $218.63 $81.9K - $146K
4.19K $915K
LMT
Lockheed Martin Corp

Industrials
805
+ 53.81%
$430.82 - $486.45 $347K - $392K
2.3K $1.07M
TSLA
Tesla, Inc.

Consumer Cyclical
273
+ 5.36%
$221.86 - $362.89 $60.6K - $99.1K
5.36K $1.7M
NFLX
Netflix Inc

Communication Services
6
+ 0.79%
$855.86 - $1339.13 $5.14K - $8.03K
768 $1.03M
GE
General Electric CO

Industrials
27
+ 0.56%
$166.81 - $257.39 $4.5K - $6.95K
4.86K $1.25M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11
+ 0.05%
$152.42 - $182.82 $1.68K - $2.01K
23.7K $4.33M
WMT
Walmart Inc.

Consumer Defensive
654
+ 3.38%
$81.79 - $99.98 $53.5K - $65.4K
20K $1.96M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.82K
+ 96.18%
$51.16 - $62.02 $196K - $237K
7.8K $483K
AXP
American Express CO

Financial Services
43
+ 0.93%
$231.39 - $318.98 $9.95K - $13.7K
4.67K $1.49M
IEFA
Ishares Tr

ETFs
1.13K
+ 12.37%
$67.83 - $84.09 $76.9K - $95.4K
10.3K $860K
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
IWM
Ishares Russell 2000 ETF

ETFs
365
+ 23.49%
$174.82 - $215.79 $63.8K - $78.8K
1.92K $414K
INTU
Intuit Inc

Technology
1
+ 0.17%
$544.07 - $787.63 $544 - $788
599 $471K
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
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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