Tci Wealth Advisors, Inc. Incresed Positions in Q3 2024

Tci Wealth Advisors, Inc.

  • $1.12 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
96K
+ 4.25%
$59.25 - $65.33 $5.69M - $6.27M
2.35M $153M
DFUS
Dimensional ETF Tr U S Equity

ETFs
47.8K
+ 2.06%
$56.04 - $62.2 $2.68M - $2.97M
2.36M $147M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
143K
+ 7.99%
$31.05 - $34.29 $4.43M - $4.9M
1.93M $66.2M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
69.8K
+ 3.21%
$38.51 - $41.69 $2.69M - $2.91M
2.24M $93.5M
DFAE
Dimensional ETF Tr

ETFs
246K
+ 37.83%
$24.46 - $27.82 $6.02M - $6.85M
897K $24.6M
AVUV
American Centy ETF Tr Avantis

ETFs
28.5K
+ 3.7%
$88.24 - $99.7 $2.51M - $2.84M
798K $76.5M
DFIS
Dimensional ETF Tr Dimensional

ETFs
195K
+ 21.48%
$24.06 - $26.97 $4.7M - $5.27M
1.1M $29.6M
DFIV
Dimensional ETF Tr

ETFs
66.6K
+ 5.35%
$34.66 - $38.38 $2.31M - $2.56M
1.31M $50M
AVDV
American Centy ETF Tr Avantis

ETFs
21.3K
+ 3.48%
$62.52 - $71.12 $1.33M - $1.51M
633K $44.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
110K
+ 22.41%
$30.74 - $34.07 $3.38M - $3.75M
601K $20.5M
DIHP
Dimensional ETF Tr Dimensional

ETFs
107K
+ 22.15%
$25.23 - $27.94 $2.7M - $2.99M
591K $16.4M
DFAX
Dimensional ETF Tr
82.6K
+ 9.99%
$24.29 - $27.25 $2.01M - $2.25M
910K $24.6M
AVDE
American Centy ETF Tr Avantis

ETFs
4.83K
+ 3.65%
$60.09 - $67.67 $290K - $327K
137K $9.18M
CAT
Caterpillar Inc

Industrials
43
+ 0.28%
$316.8 - $391.12 $13.6K - $16.8K
15.6K $6.1M
UPST
Upstart Holdings, Inc.

Financial Services
2.73K
+ 6.5%
$22.9 - $44.11 $62.6K - $121K
44.8K $1.79M
DFAI
Dimensional ETF Tr

ETFs
12.4K
+ 9.43%
$28.69 - $32.06 $355K - $396K
143K $4.56M
HD
Home Depot, Inc.

Consumer Cyclical
198
+ 3.0%
$333.64 - $405.2 $66.1K - $80.2K
6.8K $2.75M
VNQ
Vanguard Specialized Funds Van

ETFs
1.82K
+ 9.41%
$82.97 - $98.97 $151K - $180K
21.1K $2.06M
IBM
International Business Machines Corp

Technology
544
+ 8.42%
$175.1 - $223.38 $95.3K - $122K
7.01K $1.55M
META
Meta Platforms, Inc.

Communication Services
235
+ 5.94%
$453.41 - $572.44 $107K - $135K
4.19K $2.4M
WMT
Walmart Inc.

Consumer Defensive
1.7K
+ 9.02%
$66.91 - $81.4 $114K - $139K
20.6K $1.66M
NVDA
Nvidia Corp

Technology
3.82K
+ 7.87%
$98.91 - $134.91 $377K - $515K
52.3K $6.35M
AVLV
American Centy ETF Tr Avantis
3.4K
+ 14.19%
$60.05 - $65.83 $204K - $224K
27.4K $1.8M
ORCL
Oracle Corp

Technology
641
+ 14.98%
$125.9 - $170.35 $80.7K - $109K
4.92K $838K
DHR
Danaher Corp

Healthcare
36
+ 0.46%
$239.25 - $280.76 $8.61K - $10.1K
7.89K $2.19M
NOW
Service Now, Inc.

Technology
96
+ 8.86%
$730.87 - $937.36 $70.2K - $90K
1.18K $1.06M
AXP
American Express CO

Financial Services
69
+ 1.52%
$225.92 - $271.17 $15.6K - $18.7K
4.61K $1.25M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.73K
+ 32.41%
$92.63 - $105.69 $160K - $182K
7.05K $734K
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
RTX
Raytheon Technologies Corp

Industrials
114
+ 1.52%
$99.55 - $123.34 $11.3K - $14.1K
7.62K $923K
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
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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.01K
+ 33.02%
$117.9 - $128.2 $119K - $129K
4.06K $520K
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
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
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
Track This Portfolio

Track Tci Wealth Advisors, Inc. Portfolio

Follow Tci Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email