Tci Wealth Advisors, Inc. Incresed Positions in Q3 2025

Tci Wealth Advisors, Inc.

  • $1.52 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
5
+ 0.19%
$271.18 - $309.22 $1.36K - $1.55K
2.7K $761K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
29
+ 0.64%
$92.18 - $95.14 $2.67K - $2.76K
4.58K $435K
TT
Trane Technologies PLC

Industrials
35
+ 7.26%
$398.96 - $472.54 $14K - $16.5K
517 $218K
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
Blackrock Inc
59
+ 25.88%
N/A
287 $0
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
DFSE
Dimensional ETF Tr Dimen Emrgn
32K
+ 68.37%
N/A
78.9K $0
Ge Vernova Inc
77
+ 6.78%
N/A
1.21K $0
DFSU
Dimensional ETF Tr Dimen Us Su
124K
+ 155.21%
N/A
204K $0
Dimensional ETF Trust
5.63K
+ 0.96%
N/A
594K $0
Ishares Bitcoin Trust ETF
3
+ 0.09%
N/A
3.33K $0
Dimensional ETF Trust
14
+ 0.02%
N/A
63.1K $0
ETF Opportunities Trust
53
+ 0.47%
N/A
11.3K $0
Lam Research Corp
60
+ 2.69%
N/A
2.29K $0
Dimensional ETF Trust
8.08K
+ 13.1%
N/A
69.8K $0
Dimensional ETF Trust
42.8K
+ 22.74%
N/A
231K $0
SBUX
Starbucks Corp

Consumer Cyclical
157
+ 6.41%
$81.9 - $96.86 $12.9K - $15.2K
2.61K $220K
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
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
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.68%
$288.69 - $310.94 $1.44K - $1.55K
737 $216K
ABT
Abbott Laboratories

Healthcare
83
+ 0.85%
$120.51 - $136.62 $10K - $11.3K
9.89K $1.32M
MCO
Moodys Corp

Financial Services
8
+ 1.59%
$472.69 - $521.32 $3.78K - $4.17K
512 $243K
CTVA
Corteva, Inc.

Basic Materials
7
+ 0.21%
$67.08 - $77.12 $470 - $540
3.37K $227K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6
+ 0.38%
$196.15 - $217.83 $1.18K - $1.31K
1.6K $321K
DIS
Walt Disney CO

Communication Services
177
+ 3.52%
$112.25 - $124.0 $19.9K - $21.9K
5.21K $596K
PPG
Ppg Industries Inc

Basic Materials
42
+ 1.08%
$103.65 - $119.07 $4.35K - $5K
3.95K $414K
LII
Lennox International Inc

Industrials
11
+ 1.33%
$516.18 - $664.54 $5.68K - $7.31K
838 $443K
IBM
International Business Machines Corp

Technology
190
+ 2.75%
$234.77 - $292.47 $44.6K - $55.6K
7.11K $2.01M
NFLX
Netflix Inc

Communication Services
60
+ 7.81%
$1147.87 - $1297.18 $68.9K - $77.8K
828 $992K
PG
Procter & Gamble CO

Consumer Defensive
302
+ 2.04%
$150.47 - $161.22 $45.4K - $48.7K
15.1K $2.32M
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 4.23%
$433.66 - $544.47 $10.8K - $13.6K
616 $275K
CTAS
Cintas Corp

Industrials
2
+ 0.07%
$199.29 - $226.27 $399 - $453
2.7K $553K
DE
Deere & CO

Industrials
22
+ 1.68%
$457.26 - $524.37 $10.1K - $11.5K
1.33K $609K
ATR
Aptargroup, Inc.

Healthcare
8
+ 0.29%
$130.82 - $161.82 $1.05K - $1.29K
2.75K $367K
INTU
Intuit Inc

Technology
1
+ 0.17%
$646.03 - $807.39 $646 - $807
600 $409K
NOW
Service Now, Inc.

Technology
21
+ 2.2%
$850.86 - $1044.69 $17.9K - $21.9K
974 $896K
KMB
Kimberly Clark Corp

Consumer Defensive
66
+ 0.33%
$121.72 - $136.77 $8.03K - $9.03K
20.3K $2.52M
PM
Philip Morris International Inc.

Consumer Defensive
23
+ 0.44%
$157.77 - $183.27 $3.63K - $4.22K
5.2K $843K
LLY
Eli Lilly & CO

Healthcare
40
+ 0.5%
$625.65 - $812.69 $25K - $32.5K
8.09K $6.17M
COST
Costco Wholesale Corp

Consumer Defensive
217
+ 3.66%
$915.95 - $994.57 $199K - $216K
6.15K $5.69M
HON
Honeywell International Inc

Industrials
158
+ 1.04%
$207.7 - $240.4 $32.8K - $38K
15.4K $3.24M
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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