Tci Wealth Advisors, Inc. Incresed Positions in Q4 2024

Tci Wealth Advisors, Inc.

  • $1.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
117K
+ 19.48%
$33.62 - $35.69 $3.94M - $4.18M
718K $24.3M
DFAS
Dimensional ETF Tr U S Small C

ETFs
49.3K
+ 2.1%
$63.58 - $71.15 $3.14M - $3.51M
2.4M $156M
DFAE
Dimensional ETF Tr

ETFs
218K
+ 24.33%
$25.36 - $28.15 $5.54M - $6.15M
1.12M $28.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
71.5K
+ 3.7%
$33.92 - $36.6 $2.42M - $2.62M
2M $69.2M
DFIS
Dimensional ETF Tr Dimensional

ETFs
189K
+ 17.07%
$24.25 - $26.7 $4.57M - $5.03M
1.29M $31.8M
DFSD
Dimensional ETF Tr Short Durat

ETFs
43K
+ 554.24%
$46.75 - $47.8 $2.01M - $2.06M
50.8K $2.38M
DIHP
Dimensional ETF Tr Dimensional

ETFs
127K
+ 21.49%
$25.15 - $27.57 $3.19M - $3.5M
718K $18.1M
AVUV
American Centy ETF Tr Avantis

ETFs
5.01K
+ 0.63%
$94.37 - $106.41 $473K - $533K
803K $77.5M
VTI
Vanguard Total Stock Market Et

ETFs
70
+ 0.13%
$280.04 - $302.45 $19.6K - $21.2K
53.7K $15.6M
COST
Costco Wholesale Corp

Consumer Defensive
99
+ 1.72%
$873.59 - $994.69 $86.5K - $98.5K
5.87K $5.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
180
+ 3.87%
$481.22 - $538.17 $86.6K - $96.9K
4.84K $2.47M
NFLX
Netflix Inc

Communication Services
11
+ 1.6%
$687.65 - $936.56 $7.56K - $10.3K
700 $623K
AXP
American Express CO

Financial Services
14
+ 0.3%
$267.35 - $305.57 $3.74K - $4.28K
4.63K $1.37M
MCK
Mckesson Corp

Healthcare
1
+ 0.07%
$482.27 - $628.5 $482 - $629
1.53K $872K
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.39K
+ 25.34%
$30.18 - $33.87 $102K - $115K
16.8K $515K
CRM
Salesforce, Inc.

Technology
18
+ 1.12%
$270.87 - $367.87 $4.88K - $6.62K
1.63K $544K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
44.7K
+ 1.99%
$40.38 - $44.35 $1.8M - $1.98M
2.29M $93.6M
PFE
Pfizer Inc

Healthcare
4.51K
+ 29.64%
$24.8 - $30.19 $112K - $136K
19.7K $522K
CSCO
Cisco Systems, Inc.

Technology
213
+ 1.93%
$52.45 - $60.02 $11.2K - $12.8K
11.2K $664K
BX
Blackstone Inc.

Financial Services
1
+ 0.03%
$148.45 - $199.05 $148 - $199
3.98K $685K
T
At&T Inc.

Communication Services
1.2K
+ 2.43%
$21.22 - $23.88 $25.4K - $28.6K
50.5K $1.15M
USB
Us Bancorp \De\

Financial Services
832
+ 16.6%
$43.98 - $53.66 $36.6K - $44.6K
5.85K $279K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
101
+ 8.02%
$172.07 - $207.36 $17.4K - $20.9K
1.36K $268K
SCHG
Schwab Strategic Tr Us Large C

ETFs
21K
+ 297.22%
$25.93 - $105.3 $543K - $2.21M
28K $780K
ISRG
Intuitive Surgical Inc

Healthcare
9
+ 0.83%
$471.27 - $550.62 $4.24K - $4.96K
1.09K $570K
BMY
Bristol Myers Squibb CO

Healthcare
122
+ 2.24%
$51.92 - $59.94 $6.33K - $7.31K
5.57K $314K
TGNA
Tegna Inc

Communication Services
11
+ 0.11%
$15.25 - $19.32 $168 - $213
10.4K $190K
COP
Conocophillips

Energy
351
+ 18.46%
$95.12 - $114.72 $33.4K - $40.3K
2.25K $223K
IWM
Ishares Russell 2000 ETF

ETFs
101
+ 6.96%
$216.13 - $242.4 $21.8K - $24.5K
1.55K $342K
FDX
Fedex Corp

Industrials
22
+ 1.06%
$260.5 - $305.15 $5.73K - $6.71K
2.09K $588K
VIG
Vanguard Dividend Appreciation

ETFs
107
+ 2.7%
N/A
4.07K $741K
DFAI
Dimensional ETF Tr

ETFs
13.4K
+ 9.31%
$29.0 - $31.6 $387K - $422K
157K $4.58M
XEL
Xcel Energy Inc

Utilities
116
+ 2.77%
$62.16 - $72.92 $7.21K - $8.46K
4.31K $290K
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.27K
+ 12.11%
$22.72 - $25.76 $28.8K - $32.7K
11.8K $273K
NEE
Nextera Energy Inc

Utilities
500
+ 19.51%
$69.77 - $85.43 $34.9K - $42.7K
3.06K $219K
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.8K
+ 101.18%
$25.33 - $51.16 $172K - $348K
13.5K $349K
IVE
Ishares S&P 500 Value ETF

ETFs
50
+ 4.76%
$189.5 - $206.17 $9.48K - $10.3K
1.1K $209K
VT
Vanguard Total World Stk Index

ETFs
84
+ 2.36%
$117.09 - $123.07 $9.84K - $10.3K
3.65K $428K
Dimensional ETF Trust
11.2K
+ 14.78%
N/A
86.9K $0
Dimensional ETF Trust
188K
+ 16.33%
N/A
1.34M $0
DFSI
Dimensional ETF Tr Dimen Intl
1.63K
+ 7.88%
N/A
22.3K $0
AVGE
American Centy ETF Tr Avantis
263
+ 5.11%
N/A
5.41K $0
Dimensional ETF Trust
17K
+ 4.02%
N/A
440K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
755
+ 6.33%
N/A
12.7K $0
Dimensional ETF Trust
8.28K
+ 32.67%
N/A
33.6K $0
DFSU
Dimensional ETF Tr Dimen Us Su
6.2K
+ 14.17%
N/A
50K $0
PFF
Ishares Trust Ishares Pfd And

ETFs
673
+ 5.06%
$31.23 - $33.51 $21K - $22.6K
14K $439K
OXY
Occidental Petroleum Corp

Energy
10
+ 0.19%
$45.36 - $55.91 $454 - $559
5.17K $255K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
182
+ 2.76%
$74.5 - $78.37 $13.6K - $14.3K
6.78K $506K
Activity Summary
Buys All Purchases 81 New Holdings 4 Increased Positions 77 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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