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
IFRA
Ishares Tr

ETFs
-220
- 2.12%
$41.55 - $46.97 $9.14K - $10.3K
10.1K $476K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-39
- 0.36%
$41.9 - $48.26 $1.63K - $1.88K
10.9K $521K
XEL
Xcel Energy Inc

Utilities
-3
- 0.07%
$52.11 - $65.3 $156 - $196
4.19K $273K
NSC
Norfolk Southern Corp

Industrials
-53
- 2.89%
$213.75 - $259.69 $11.3K - $13.8K
1.78K $442K
CVS
Cvs Health Corp

Healthcare
-132
- 0.88%
$55.81 - $63.18 $7.37K - $8.34K
14.9K $933K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-21
- 2.1%
$531.86 - $624.21 $11.2K - $13.1K
977 $604K
IWD
Ishares Russell 1000 Val ETF

ETFs
-239
- 3.7%
$173.36 - $189.8 $41.4K - $45.4K
6.23K $1.18M
SO
Southern CO

Utilities
-1
- 0.02%
$77.0 - $90.52 $77 - $90.5
4.38K $394K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1
- 0.02%
$112.99 - $126.45 $113 - $126
6.56K $826K
PM
Philip Morris International Inc.

Consumer Defensive
-229
- 4.02%
$101.25 - $127.45 $23.2K - $29.2K
5.47K $664K
UNH
Unitedhealth Group Inc

Healthcare
-34
- 1.91%
$488.01 - $604.18 $16.6K - $20.5K
1.74K $1.02M
BX
Blackstone Inc.

Financial Services
-4
- 0.1%
$120.77 - $159.66 $483 - $639
3.98K $608K
PG
Procter & Gamble CO

Consumer Defensive
-32
- 0.21%
$160.76 - $177.82 $5.14K - $5.69K
15.1K $2.62M
COST
Costco Wholesale Corp

Consumer Defensive
-106
- 1.8%
$801.83 - $917.05 $85K - $97.2K
5.77K $5.12M
XOM
Exxon Mobil Corp

Energy
-1
- -0.0%
$109.72 - $119.0 $110 - $119
58.3K $6.84M
DVY
Ishares Tr

ETFs
-142
- 1.39%
$119.99 - $135.74 $17K - $19.3K
10.1K $1.37M
VB
Vanguard Small Cap ETF

ETFs
-10
- 0.14%
$214.77 - $237.72 $2.15K - $2.38K
7.34K $1.74M
LMT
Lockheed Martin Corp

Industrials
-119
- 6.1%
$460.3 - $584.56 $54.8K - $69.6K
1.83K $1.07M
MMM
3 M CO

Industrials
-1.39K
- 11.41%
$99.69 - $139.42 $139K - $194K
10.8K $1.47M
SPY
Spdr S&P 500 ETF Trust

ETFs
-84
- 0.86%
$517.38 - $573.86 $43.5K - $48.2K
9.66K $5.54M
IVV
Ishares Core S&P 500 ETF

ETFs
-169
- 1.39%
$520.18 - $576.82 $87.9K - $97.5K
12K $6.91M
ABBV
Abb Vie Inc.

Healthcare
-83
- 0.51%
$163.84 - $199.33 $13.6K - $16.5K
16.3K $3.22M
TSLA
Tesla, Inc.

Consumer Cyclical
-32
- 0.48%
$191.76 - $263.26 $6.14K - $8.42K
6.61K $1.73M
JNJ
Johnson & Johnson

Healthcare
-323
- 0.82%
$145.48 - $167.38 $47K - $54.1K
38.9K $6.3M
VTI
Vanguard Total Stock Market Et

ETFs
-131
- 0.24%
$255.18 - $283.2 $33.4K - $37.1K
53.6K $15.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-625
- 3.0%
$405.19 - $478.57 $253K - $299K
20.2K $9.29M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-776
- 0.36%
$96.25 - $101.98 $74.7K - $79.1K
217K $22M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.19K
- 0.44%
$57.2 - $65.59 $68.3K - $78.3K
268K $17.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-34
- 0.18%
$245.82 - $304.51 $8.36K - $10.4K
19.4K $5.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
-7.09K
- 1.38%
$51.0 - $57.07 $361K - $405K
507K $28.2M
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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