Tci Wealth Advisors, Inc. Reduced Holdings in Q3 2024

Tci Wealth Advisors, Inc.

  • $1.12 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WWD
Woodward, Inc.

Industrials
-5.79K
- 30.61%
$151.73 - $187.23 $879K - $1.08M
13.1K $2.25M
ABT
Abbott Laboratories

Healthcare
-7.8K
- 40.62%
$100.07 - $118.13 $780K - $921K
11.4K $1.3M
CLX
Clorox CO

Consumer Defensive
-7.6K
- 35.93%
$131.73 - $166.97 $1M - $1.27M
13.6K $2.21M
TFLO
Ishares Treasury Floating Rate

ETFs
-6.82K
- 31.42%
$50.42 - $50.66 $344K - $345K
14.9K $753K
INTC
Intel Corp

Technology
-4.11K
- 16.58%
$18.9 - $34.87 $77.7K - $143K
20.7K $484K
ZS
Zscaler, Inc.

Technology
-500
- 11.26%
$155.9 - $204.47 $78K - $102K
3.94K $673K
BAC
Bank Of America Corp

Financial Services
-4.09K
- 19.94%
$36.65 - $44.13 $150K - $181K
16.4K $652K
NEE
Nextera Energy Inc

Utilities
-2.53K
- 49.63%
$69.9 - $84.97 $176K - $215K
2.56K $216K
PNW
Pinnacle West Capital Corp

Utilities
-2.6K
- 30.95%
$75.52 - $91.31 $197K - $238K
5.81K $514K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.54K
- 15.84%
$75.32 - $84.37 $191K - $214K
13.5K $1.13M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.46K
- 9.81%
$71.45 - $75.64 $176K - $186K
22.6K $1.7M
MRK
Merck & Co., Inc.

Healthcare
-32
- 0.33%
$111.15 - $128.97 $3.56K - $4.13K
9.77K $1.11M
OXY
Occidental Petroleum Corp

Energy
-675
- 11.57%
$49.91 - $63.73 $33.7K - $43K
5.16K $265K
BA
Boeing CO

Industrials
-298
- 15.78%
$152.04 - $190.6 $45.3K - $56.8K
1.59K $241K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.45K
- 20.21%
$36.98 - $41.55 $128K - $143K
13.6K $560K
VDE
Vanguard Energy ETF

ETFs
-159
- 1.09%
$117.44 - $131.06 $18.7K - $20.8K
14.4K $1.76M
VT
Vanguard Total World Stk Index

ETFs
-932
- 20.74%
$107.72 - $119.96 $100K - $112K
3.56K $426K
AMD
Advanced Micro Devices Inc

Technology
-365
- 8.75%
$128.67 - $183.96 $47K - $67.1K
3.81K $624K
AMGN
Amgen Inc

Healthcare
-278
- 7.05%
$309.38 - $337.38 $86K - $93.8K
3.67K $1.18M
DUK
Duke Energy Corp

Utilities
-688
- 25.16%
$99.35 - $117.71 $68.4K - $81K
2.05K $236K
F
Ford Motor CO

Consumer Cyclical
-1.04K
- 7.95%
$9.71 - $14.55 $10.1K - $15.1K
12K $126K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-890
- 10.28%
$47.0 - $47.84 $41.8K - $42.6K
7.76K $370K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
-394
- 0.89%
$5.99 - $7.68 $2.36K - $3.03K
43.7K $284K
ADBE
Adobe Inc.

Technology
-5
- 0.74%
$508.13 - $586.55 $2.54K - $2.93K
670 $346K
NUE
Nucor Corp

Basic Materials
-72
- 3.37%
$137.77 - $166.14 $9.92K - $12K
2.07K $310K
ADI
Analog Devices Inc

Technology
-118
- 11.43%
$200.56 - $243.33 $23.7K - $28.7K
914 $210K
DIS
Walt Disney CO

Communication Services
-19
- 0.3%
$85.6 - $98.61 $1.63K - $1.87K
6.23K $599K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-80
- 4.38%
$332.02 - $382.76 $26.6K - $30.6K
1.75K $655K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.19K
- 8.19%
$28.25 - $31.7 $33.7K - $37.8K
13.4K $411K
Dimensional ETF Trust
-5.6K
- 1.31%
N/A
423K $0
Accelerate Diagnostics Inc
-3.09K
- 5.27%
N/A
55.6K $0
BMY
Bristol Myers Squibb CO

Healthcare
-1.28K
- 19.06%
$39.66 - $51.75 $50.8K - $66.3K
5.44K $281K
MTCH
Match Group, Inc.

Communication Services
-1.66K
- 18.26%
$29.34 - $38.14 $48.6K - $63.2K
7.42K $280K
CI
Cigna Corp

Healthcare
-28
- 3.03%
$319.12 - $367.1 $8.94K - $10.3K
897 $310K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-385
- 8.0%
$64.35 - $75.71 $24.8K - $29.1K
4.43K $326K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-1.14K
- 9.78%
$21.91 - $26.03 $24.9K - $29.6K
10.5K $268K
DE
Deere & CO

Industrials
-115
- 8.21%
$344.84 - $418.0 $39.7K - $48.1K
1.29K $536K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-210
- 2.35%
$30.27 - $34.42 $6.36K - $7.23K
8.72K $297K
TGNA
Tegna Inc

Communication Services
-169
- 1.6%
$13.39 - $16.27 $2.26K - $2.75K
10.4K $164K
IWM
Ishares Russell 2000 ETF

ETFs
-44
- 2.94%
$200.87 - $224.6 $8.84K - $9.88K
1.45K $320K
MCO
Moodys Corp

Financial Services
-8
- 1.59%
$421.49 - $494.67 $3.37K - $3.96K
496 $235K
VBR
Vanguard Small Cap Value ETF

ETFs
-178
- 5.39%
$179.99 - $201.6 $32K - $35.9K
3.13K $627K
KO
Coca Cola CO

Consumer Defensive
-217
- 4.48%
$62.69 - $73.01 $13.6K - $15.8K
4.63K $332K
PPG
Ppg Industries Inc

Basic Materials
-3
- 0.07%
$118.32 - $134.55 $355 - $404
4.02K $532K
AVSD
American Centy ETF Tr Avantis

ETFs
-150
- 2.0%
$53.92 - $61.11 $8.09K - $9.17K
7.35K $445K
MO
Altria Group, Inc.

Consumer Defensive
-368
- 4.1%
$45.95 - $54.71 $16.9K - $20.1K
8.6K $438K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.03K
- 4.08%
$162.64 - $179.3 $167K - $184K
24.1K $4.32M
MDT
Medtronic PLC

Healthcare
-326
- 5.8%
$76.84 - $91.03 $25K - $29.7K
5.29K $476K
DTE
Dte Energy CO

Utilities
-32
- 1.34%
$108.67 - $128.41 $3.48K - $4.11K
2.35K $301K
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
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