Tci Wealth Advisors, Inc. Reduced Holdings in Q2 2025

Tci Wealth Advisors, Inc.

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.53K
- 3.25%
$172.42 - $223.89 $781K - $1.01M
135K $27.6M
XOM
Exxon Mobil Corp

Energy
-4.6K
- 8.05%
$99.93 - $119.04 $460K - $548K
52.6K $5.67M
CVX
Chevron Corp

Energy
-47
- 0.17%
$133.73 - $168.51 $6.29K - $7.92K
28.4K $4.06M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.17K
- 2.31%
$96.84 - $99.46 $501K - $514K
219K $21.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-101
- 0.51%
$285.55 - $321.23 $28.8K - $32.4K
19.8K $5.77M
LLY
Eli Lilly & CO

Healthcare
-46
- 0.57%
$713.71 - $898.95 $32.8K - $41.4K
8.05K $6.27M
ABBV
Abb Vie Inc.

Healthcare
-46
- 0.3%
$170.16 - $206.27 $7.83K - $9.49K
15.2K $2.83M
UNH
Unitedhealth Group Inc

Healthcare
-375
- 39.77%
$274.35 - $599.47 $103K - $225K
568 $177K
PEP
Pepsico Inc

Consumer Defensive
-153
- 1.03%
$128.02 - $151.37 $19.6K - $23.2K
14.7K $1.94M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.7K
- 29.5%
$75.05 - $77.34 $277K - $286K
8.83K $683K
AMGN
Amgen Inc

Healthcare
-571
- 17.49%
$262.28 - $309.85 $150K - $177K
2.69K $752K
PG
Procter & Gamble CO

Consumer Defensive
-378
- 2.49%
$157.66 - $172.39 $59.6K - $65.2K
14.8K $2.36M
AVLV
American Centy ETF Tr Avantis
-4.03K
- 14.72%
$56.85 - $68.21 $229K - $275K
23.4K $1.59M
V
Visa Inc.

Financial Services
-576
- 14.13%
$308.27 - $373.31 $178K - $215K
3.5K $1.24M
MMM
3 M CO

Industrials
-1.57K
- 15.0%
$126.09 - $154.15 $198K - $242K
8.92K $1.36M
MA
Mastercard Inc

Financial Services
-352
- 18.01%
$479.92 - $590.74 $169K - $208K
1.6K $900K
BMY
Bristol Myers Squibb CO

Healthcare
-597
- 10.05%
$44.12 - $59.6 $26.3K - $35.6K
5.34K $247K
MRK
Merck & Co., Inc.

Healthcare
-143
- 1.47%
$73.47 - $87.12 $10.5K - $12.5K
9.58K $758K
DVY
Ishares Tr

ETFs
-747
- 7.47%
$118.37 - $134.86 $88.4K - $101K
9.25K $1.23M
VDE
Vanguard Energy ETF

ETFs
-77
- 0.86%
$105.87 - $130.56 $8.15K - $10.1K
8.89K $1.07M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-2.33K
- 4.13%
$47.09 - $48.01 $110K - $112K
54.1K $2.6M
MCW
Mister Car Wash, Inc.

Consumer Cyclical
-170
- 0.39%
$6.01 - $8.06 $1.02K - $1.37K
43.2K $259K
MDT
Medtronic PLC

Healthcare
-516
- 10.82%
$80.68 - $88.86 $41.6K - $45.9K
4.25K $370K
DHR
Danaher Corp

Healthcare
-180
- 7.16%
$174.64 - $205.16 $31.4K - $36.9K
2.34K $461K
PFE
Pfizer Inc

Healthcare
-1.04K
- 5.57%
$21.59 - $24.84 $22.5K - $25.9K
17.7K $427K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-19
- 1.18%
$212.1 - $244.27 $4.03K - $4.64K
1.59K $347K
FDX
Fedex Corp

Industrials
-38
- 1.77%
$198.07 - $245.17 $7.53K - $9.32K
2.11K $479K
OXY
Occidental Petroleum Corp

Energy
-44
- 0.84%
$36.11 - $49.33 $1.59K - $2.17K
5.2K $218K
COP
Conocophillips

Energy
-39
- 1.66%
$82.66 - $106.1 $3.22K - $4.14K
2.31K $207K
PNW
Pinnacle West Capital Corp

Utilities
-4
- 0.08%
$88.3 - $95.43 $353 - $382
5.05K $451K
VNQ
Vanguard Specialized Funds Van

ETFs
-7
- 0.04%
$79.79 - $91.42 $559 - $640
19.1K $1.7M
TFLO
Ishares Treasury Floating Rate

ETFs
-465
- 3.24%
$50.47 - $50.66 $23.5K - $23.6K
13.9K $704K
USB
Us Bancorp \De\

Financial Services
-897
- 13.52%
$36.4 - $45.76 $32.7K - $41K
5.74K $259K
SBUX
Starbucks Corp

Consumer Cyclical
-42
- 1.68%
$79.69 - $99.41 $3.35K - $4.18K
2.45K $224K
AVSD
American Centy ETF Tr Avantis

ETFs
-1.06K
- 15.46%
$53.85 - $67.74 $57.2K - $71.9K
5.81K $392K
NEE
Nextera Energy Inc

Utilities
-160
- 3.83%
$64.11 - $75.0 $10.3K - $12K
4.02K $278K
LNT
Alliant Energy Corp

Utilities
-28
- 0.72%
$58.79 - $64.85 $1.65K - $1.82K
3.87K $234K
DTE
Dte Energy CO

Utilities
-15
- 0.63%
$127.39 - $139.49 $1.91K - $2.09K
2.37K $313K
ADBE
Adobe Inc.

Technology
-43
- 6.87%
$340.0 - $420.68 $14.6K - $18.1K
583 $225K
XEL
Xcel Energy Inc

Utilities
-47
- 1.12%
$65.65 - $72.39 $3.09K - $3.4K
4.13K $281K
TSCO
Tractor Supply CO

Consumer Cyclical
-82
- 1.98%
$47.86 - $55.77 $3.92K - $4.57K
4.06K $214K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-200
- 6.12%
$114.78 - $133.31 $23K - $26.7K
3.07K $408K
VIG
Vanguard Dividend Appreciation

ETFs
-51
- 1.05%
N/A
4.83K $879K
CMCSA
Comcast Corp

Communication Services
-5
- 0.08%
$32.84 - $36.72 $164 - $184
6.13K $218K
BAC
Bank Of America Corp

Financial Services
-1.6K
- 13.2%
$34.39 - $47.46 $54.9K - $75.7K
10.5K $496K
WM
Waste Management Inc

Industrials
-3
- 0.31%
$216.47 - $242.1 $649 - $726
969 $221K
NEAR
Blackrock Short Maturity Bond

ETFs
-95
- 0.8%
$50.41 - $51.17 $4.79K - $4.86K
11.7K $599K
Blackrock Inc
-10
- 4.2%
N/A
228 $0
Ge Vernova Inc
-7
- 0.61%
N/A
1.14K $0
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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