Tci Wealth Advisors, Inc. Reduced Holdings in Q1 2025

Tci Wealth Advisors, Inc.

  • $1.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
-218
- 1.61%
$23.16 - $27.04 $5.05K - $5.89K
13.3K $311K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-218
- 3.54%
$37.84 - $44.02 $8.25K - $9.6K
5.94K $228K
WFC
Wells Fargo & Company

Financial Services
-507
- 11.4%
$66.78 - $81.42 $33.9K - $41.3K
3.94K $282K
AVSU
American Centy ETF Tr Avantis

ETFs
-158
- 3.05%
$61.4 - $69.08 $9.7K - $10.9K
5.02K $312K
INTU
Intuit Inc

Technology
-26
- 4.17%
$555.63 - $630.23 $14.4K - $16.4K
598 $367K
VLO
Valero Energy Corp

Energy
-361
- 15.22%
$121.76 - $142.99 $44K - $51.6K
2.01K $265K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-319
- 2.27%
$21.75 - $24.28 $6.94K - $7.75K
13.7K $303K
CVGW
Calavo Growers Inc

Consumer Defensive
-161
- 1.52%
$21.47 - $25.5 $3.46K - $4.11K
10.4K $250K
VTV
Vanguard Value ETF

ETFs
-170
- 3.93%
$167.73 - $179.21 $28.5K - $30.5K
4.15K $717K
MUB
Ishares National Muni Bond ETF

ETFs
-99
- 4.83%
$104.71 - $107.69 $10.4K - $10.7K
1.95K $205K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-550
- 4.37%
$31.42 - $34.87 $17.3K - $19.2K
12K $405K
DUK
Duke Energy Corp

Utilities
-250
- 12.25%
$105.87 - $121.97 $26.5K - $30.5K
1.79K $218K
Blackrock Inc
-30
- 11.19%
N/A
238 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-150
- 1.71%
$27.01 - $28.54 $4.05K - $4.28K
8.64K $241K
AVSD
American Centy ETF Tr Avantis

ETFs
-486
- 6.61%
$54.89 - $62.11 $26.7K - $30.2K
6.87K $411K
MDT
Medtronic PLC

Healthcare
-575
- 10.76%
$79.84 - $94.5 $45.9K - $54.3K
4.77K $428K
SCHW
Schwab Charles Corp

Financial Services
-692
- 5.13%
$71.24 - $83.64 $49.3K - $57.9K
12.8K $1M
TSCO
Tractor Supply CO

Consumer Cyclical
-80
- 1.89%
$51.66 - $57.94 $4.13K - $4.64K
4.15K $228K
XEL
Xcel Energy Inc

Utilities
-127
- 2.95%
$63.37 - $72.1 $8.05K - $9.16K
4.18K $295K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-8
- 0.13%
$110.75 - $119.78 $886 - $958
6.21K $717K
ADP
Automatic Data Processing Inc

Industrials
-1
- 0.14%
$286.85 - $318.64 $287 - $319
709 $216K
IWD
Ishares Russell 1000 Val ETF

ETFs
-23
- 0.4%
$182.82 - $196.21 $4.2K - $4.51K
5.67K $1.07M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-285
- 7.22%
$56.12 - $68.15 $16K - $19.4K
3.66K $248K
DVY
Ishares Tr

ETFs
-112
- 1.11%
$128.58 - $138.1 $14.4K - $15.5K
10K $1.34M
PNW
Pinnacle West Capital Corp

Utilities
-400
- 7.34%
$81.76 - $95.25 $32.7K - $38.1K
5.05K $481K
CI
Cigna Corp

Healthcare
-67
- 7.85%
$274.49 - $329.0 $18.4K - $22K
787 $258K
MPC
Marathon Petroleum Corp

Energy
-3
- 0.08%
$134.72 - $159.03 $404 - $477
3.72K $541K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
-186
- 0.43%
$6.98 - $8.49 $1.3K - $1.58K
43.4K $342K
ABT
Abbott Laboratories

Healthcare
-1.05K
- 9.67%
$111.1 - $140.22 $116K - $147K
9.76K $1.29M
AMGN
Amgen Inc

Healthcare
-271
- 7.66%
$258.59 - $327.36 $70.1K - $88.7K
3.27K $1.02M
VZ
Verizon Communications Inc

Communication Services
-836
- 3.28%
$37.81 - $46.49 $31.6K - $38.9K
24.6K $1.12M
MCK
Mckesson Corp

Healthcare
-19
- 1.24%
$566.21 - $672.99 $10.8K - $12.8K
1.51K $1.02M
MMM
3 M CO

Industrials
-104
- 0.98%
$129.7 - $155.12 $13.5K - $16.1K
10.5K $1.54M
PM
Philip Morris International Inc.

Consumer Defensive
-10
- 0.19%
$117.15 - $158.79 $1.17K - $1.59K
5.32K $844K
T
At&T Inc.

Communication Services
-909
- 1.8%
$21.56 - $28.28 $19.6K - $25.7K
49.6K $1.4M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.88K
- 0.69%
$57.11 - $62.4 $107K - $117K
269K $16.2M
CVS
Cvs Health Corp

Healthcare
-918
- 6.22%
$44.22 - $68.64 $40.6K - $63K
13.8K $936K
ABBV
Abb Vie Inc.

Healthcare
-1.11K
- 6.75%
$169.2 - $216.66 $187K - $240K
15.3K $3.2M
LLY
Eli Lilly & CO

Healthcare
-134
- 1.63%
$725.72 - $929.72 $97.2K - $125K
8.09K $6.68M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-625
- 0.28%
$95.85 - $99.25 $59.9K - $62K
224K $22.2M
XOM
Exxon Mobil Corp

Energy
-765
- 1.32%
$105.44 - $118.93 $80.7K - $91K
57.2K $6.8M
CVX
Chevron Corp

Energy
-323
- 1.12%
$146.71 - $167.97 $47.4K - $54.3K
28.4K $4.75M
Activity Summary
Buys All Purchases 114 New Holdings 16 Increased Positions 98 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 2 Puts 0
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