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
Rbb Fund Trust
-8.19K
- 2.38%
N/A
337K $0
CI
Cigna Corp

Healthcare
-3
- 0.38%
$301.89 - $340.04 $906 - $1.02K
784 $259K
AVSE
American Centy ETF Tr Avantis

ETFs
-532
- 11.79%
$45.56 - $58.63 $24.2K - $31.2K
3.98K $233K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-1.43K
- 11.86%
$30.25 - $38.85 $43.2K - $55.5K
10.6K $411K
TROW
Price T Rowe Group Inc

Financial Services
-9
- 0.37%
$80.27 - $98.06 $722 - $883
2.42K $233K
SYK
Stryker Corp

Healthcare
-29
- 3.13%
$337.37 - $395.63 $9.78K - $11.5K
899 $355K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-373
- 8.5%
$59.57 - $75.11 $22.2K - $28K
4.01K $301K
NSC
Norfolk Southern Corp

Industrials
-90
- 4.96%
$206.34 - $257.46 $18.6K - $23.2K
1.72K $441K
CVS
Cvs Health Corp

Healthcare
-12
- 0.09%
$60.04 - $70.18 $720 - $842
13.8K $953K
ATR
Aptargroup, Inc.

Healthcare
-26
- 0.94%
$133.66 - $158.53 $3.48K - $4.12K
2.74K $428K
GWW
W.W. Grainger, Inc.

Industrials
-12
- 1.84%
$919.93 - $1101.66 $11K - $13.2K
641 $666K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-469
- 3.41%
$19.6 - $24.44 $9.19K - $11.5K
13.3K $324K
AMP
Ameriprise Financial Inc

Financial Services
-5
- 1.06%
$422.19 - $533.73 $2.11K - $2.67K
467 $249K
T
At&T Inc.

Communication Services
-364
- 0.73%
$26.33 - $28.94 $9.58K - $10.5K
49.2K $1.43M
ISRG
Intuitive Surgical Inc

Healthcare
-9
- 1.5%
$451.58 - $565.94 $4.06K - $5.09K
591 $321K
IWD
Ishares Russell 1000 Val ETF

ETFs
-48
- 0.85%
$166.82 - $194.23 $8.01K - $9.32K
5.62K $1.09M
WFC
Wells Fargo & Company

Financial Services
-64
- 1.62%
$60.98 - $80.12 $3.9K - $5.13K
3.88K $310K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-402
- 4.61%
$28.98 - $37.18 $11.6K - $14.9K
8.32K $309K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-253
- 2.21%
$39.89 - $49.46 $10.1K - $12.5K
11.2K $552K
URI
United Rentals, Inc.

Industrials
-10
- 2.62%
$551.94 - $753.4 $5.52K - $7.53K
371 $279K
VT
Vanguard Total World Stk Index

ETFs
-8
- 0.24%
$103.16 - $128.52 $825 - $1.03K
3.34K $429K
CTAS
Cintas Corp

Industrials
-11
- 0.41%
$190.11 - $227.66 $2.09K - $2.5K
2.7K $601K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-502
- 1.95%
$17.76 - $22.1 $8.92K - $11.1K
25.3K $558K
CSCO
Cisco Systems, Inc.

Technology
-254
- 2.64%
$53.19 - $69.38 $13.5K - $17.6K
9.37K $650K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-114
- 7.79%
$141.37 - $228.57 $16.1K - $26.1K
1.35K $305K
NOW
Service Now, Inc.

Technology
-199
- 17.27%
$721.65 - $1040.18 $144K - $207K
953 $979K
MPC
Marathon Petroleum Corp

Energy
-38
- 1.02%
$118.55 - $170.08 $4.5K - $6.46K
3.68K $610K
COST
Costco Wholesale Corp

Consumer Defensive
-196
- 3.2%
$908.13 - $1056.85 $178K - $207K
5.93K $5.87M
DIS
Walt Disney CO

Communication Services
-465
- 8.46%
$81.72 - $124.01 $38K - $57.7K
5.03K $624K
VB
Vanguard Small Cap ETF

ETFs
-39
- 0.56%
$193.73 - $237.37 $7.56K - $9.26K
6.88K $1.63M
PM
Philip Morris International Inc.

Consumer Defensive
-143
- 2.69%
$149.23 - $184.95 $21.3K - $26.4K
5.18K $943K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-45
- 0.32%
$72.96 - $90.39 $3.28K - $4.07K
14.1K $1.26M
RTX
Raytheon Technologies Corp

Industrials
-44
- 0.53%
$113.75 - $148.48 $5.01K - $6.53K
8.3K $1.21M
VBK
Vanguard Small Cap Growth ETF

ETFs
-12
- 0.22%
$219.76 - $276.94 $2.64K - $3.32K
5.4K $1.49M
VUG
Vanguard Growth ETF

ETFs
-44
- 1.75%
$329.49 - $438.4 $14.5K - $19.3K
2.47K $1.08M
SCHW
Schwab Charles Corp

Financial Services
-2
- 0.02%
$69.06 - $91.24 $138 - $182
12.8K $1.17M
IVV
Ishares Core S&P 500 ETF

ETFs
-820
- 7.01%
$498.8 - $620.9 $409K - $509K
10.9K $6.75M
GOOG
Alphabet Inc.

Communication Services
-1K
- 5.59%
$146.58 - $180.01 $147K - $181K
17K $3.01M
HON
Honeywell International Inc

Industrials
-223
- 1.44%
$182.86 - $232.88 $40.8K - $51.9K
15.2K $3.55M
IBM
International Business Machines Corp

Technology
-46
- 0.66%
$221.03 - $294.78 $10.2K - $13.6K
6.92K $2.04M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-162
- 3.22%
$416.06 - $551.64 $67.4K - $89.4K
4.87K $2.69M
GOOGL
Alphabet Inc.

Communication Services
-57
- 0.32%
$144.7 - $178.6 $8.25K - $10.2K
17.7K $3.12M
META
Meta Platforms, Inc.

Communication Services
-226
- 6.68%
$484.66 - $738.09 $110K - $167K
3.16K $2.33M
DFAI
Dimensional ETF Tr

ETFs
-5.15K
- 2.95%
$28.02 - $34.71 $144K - $179K
170K $5.86M
UPST
Upstart Holdings, Inc.

Financial Services
-4.27K
- 11.35%
$34.8 - $64.85 $148K - $277K
33.3K $2.16M
JPM
Jpmorgan Chase & CO

Financial Services
-140
- 0.92%
$210.28 - $289.91 $29.4K - $40.6K
15.1K $4.39M
WWD
Woodward, Inc.

Industrials
-595
- 4.53%
$157.29 - $247.55 $93.6K - $147K
12.5K $3.07M
DFAT
Dimensional ETF Tr U S Target

ETFs
-6.57K
- 1.34%
$44.8 - $53.97 $294K - $355K
482K $26M
CAT
Caterpillar Inc

Industrials
-49
- 0.32%
$273.94 - $388.21 $13.4K - $19K
15K $5.84M
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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