Tci Wealth Advisors, Inc. Reduced Holdings in Q4 2024

Tci Wealth Advisors, Inc.

  • $1.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-911
- 2.34%
$143.34 - $165.86 $131K - $151K
38K $5.49M
CAT
Caterpillar Inc

Industrials
-476
- 3.05%
$360.37 - $416.88 $172K - $198K
15.1K $5.48M
XOM
Exxon Mobil Corp

Energy
-403
- 0.69%
$105.51 - $125.37 $42.5K - $50.5K
57.9K $6.23M
CLX
Clorox CO

Consumer Defensive
-3K
- 22.13%
$156.51 - $169.74 $470K - $509K
10.6K $1.71M
DHR
Danaher Corp

Healthcare
-202
- 2.56%
$226.16 - $274.52 $45.7K - $55.5K
7.69K $1.76M
DFAT
Dimensional ETF Tr U S Target

ETFs
-7.74K
- 1.53%
$54.54 - $61.04 $422K - $473K
500K $27.8M
GOOG
Alphabet Inc.

Communication Services
-5.1K
- 20.5%
$163.08 - $198.16 $832K - $1.01M
19.8K $3.76M
LMT
Lockheed Martin Corp

Industrials
-334
- 18.23%
$479.66 - $614.62 $160K - $205K
1.5K $727K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-411
- 2.04%
$442.29 - $483.08 $182K - $199K
19.8K $8.96M
PEP
Pepsico Inc

Consumer Defensive
-301
- 2.01%
$151.29 - $176.1 $45.5K - $53K
14.7K $2.23M
AMGN
Amgen Inc

Healthcare
-132
- 3.6%
$258.78 - $328.31 $34.2K - $43.3K
3.54K $921K
UNH
Unitedhealth Group Inc

Healthcare
-225
- 12.92%
$485.52 - $625.25 $109K - $141K
1.52K $767K
KMB
Kimberly Clark Corp

Consumer Defensive
-3
- 0.01%
$130.37 - $146.09 $391 - $438
20.2K $2.65M
AMD
Advanced Micro Devices Inc

Technology
-382
- 10.04%
$118.88 - $172.8 $45.4K - $66K
3.42K $413K
HD
Home Depot, Inc.

Consumer Cyclical
-225
- 3.31%
$385.02 - $431.37 $86.6K - $97.1K
6.57K $2.56M
VZ
Verizon Communications Inc

Communication Services
-1.43K
- 5.32%
$39.6 - $45.21 $56.7K - $64.7K
25.5K $1.02M
VDE
Vanguard Energy ETF

ETFs
-1.3K
- 9.03%
$116.67 - $136.78 $152K - $178K
13.1K $1.59M
VTV
Vanguard Value ETF

ETFs
-773
- 15.17%
$168.32 - $181.87 $130K - $141K
4.32K $731K
INTC
Intel Corp

Technology
-4.26K
- 20.61%
$19.07 - $26.23 $81.2K - $112K
16.4K $328K
GE
General Electric CO

Industrials
-177
- 3.56%
$159.95 - $194.23 $28.3K - $34.4K
4.79K $799K
QCOM
Qualcomm Inc

Technology
-194
- 3.07%
$150.4 - $178.04 $29.2K - $34.5K
6.13K $941K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-70
- 7.16%
$501.29 - $612.85 $35.1K - $42.9K
907 $471K
IWD
Ishares Russell 1000 Val ETF

ETFs
-540
- 8.67%
$183.23 - $199.79 $98.9K - $108K
5.69K $1.05M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-533
- 2.21%
$176.42 - $186.91 $94K - $99.6K
23.6K $4.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-936
- 23.05%
$126.68 - $134.74 $119K - $126K
3.13K $398K
LOW
Lowes Companies Inc

Consumer Cyclical
-313
- 18.18%
$244.52 - $284.07 $76.5K - $88.9K
1.41K $347K
AMAT
Applied Materials Inc

Technology
-278
- 15.17%
$161.44 - $213.89 $44.9K - $59.5K
1.55K $252K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-345
- 5.26%
$114.08 - $125.68 $39.4K - $43.4K
6.21K $711K
PG
Procter & Gamble CO

Consumer Defensive
-153
- 1.01%
$161.05 - $179.7 $24.6K - $27.5K
15K $2.51M
UNP
Union Pacific Corp

Industrials
-6
- 0.1%
$223.15 - $249.32 $1.34K - $1.5K
5.87K $1.34M
MMM
3 M CO

Industrials
-194
- 1.8%
$124.74 - $137.12 $24.2K - $26.6K
10.6K $1.37M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.13K
- 8.51%
$77.02 - $78.58 $87.3K - $89K
12.2K $941K
VB
Vanguard Small Cap ETF

ETFs
-524
- 7.14%
$233.76 - $261.58 $122K - $137K
6.82K $1.64M
CMCSA
Comcast Corp

Communication Services
-1.45K
- 12.52%
$37.39 - $45.14 $54.1K - $65.3K
10.1K $379K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-273
- 1.21%
$71.75 - $75.11 $19.6K - $20.5K
22.4K $1.61M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-482
- 10.89%
$59.25 - $72.99 $28.6K - $35.2K
3.95K $235K
MPC
Marathon Petroleum Corp

Energy
-11
- 0.29%
$131.65 - $174.84 $1.45K - $1.92K
3.72K $518K
CVX
Chevron Corp

Energy
-103
- 0.36%
$141.15 - $162.53 $14.5K - $16.7K
28.7K $4.16M
IDV
Ishares Tr

ETFs
-2K
- 20.06%
$27.03 - $29.92 $53.9K - $59.7K
7.95K $217K
RTX
Raytheon Technologies Corp

Industrials
-357
- 4.69%
$114.45 - $127.21 $40.9K - $45.4K
7.26K $840K
ORCL
Oracle Corp

Technology
-379
- 7.7%
$165.41 - $192.43 $62.7K - $72.9K
4.54K $756K
VBR
Vanguard Small Cap Value ETF

ETFs
-358
- 11.45%
$197.36 - $217.3 $70.7K - $77.8K
2.77K $548K
DHI
Horton D R Inc

Consumer Cyclical
-13
- 0.87%
$137.24 - $194.56 $1.78K - $2.53K
1.47K $206K
ABT
Abbott Laboratories

Healthcare
-589
- 5.17%
$111.93 - $119.39 $65.9K - $70.3K
10.8K $1.22M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-262
- 14.16%
$209.89 - $233.24 $55K - $61.1K
1.59K $337K
CI
Cigna Corp

Healthcare
-43
- 4.79%
$265.59 - $358.58 $11.4K - $15.4K
854 $235K
INTU
Intuit Inc

Technology
-122
- 16.35%
$602.01 - $706.25 $73.4K - $86.2K
624 $392K
CTAS
Cintas Corp

Industrials
-36
- 1.32%
$182.7 - $226.47 $6.58K - $8.15K
2.69K $491K
ADBE
Adobe Inc.

Technology
-45
- 6.72%
$437.39 - $552.96 $19.7K - $24.9K
625 $277K
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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