Tci Wealth Advisors, Inc. Sells in Q1 2025

Tci Wealth Advisors, Inc.

  • $1.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.71K
- 1.91%
$209.68 - $247.1 $567K - $668K
139K $30.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
-10.9K
- 2.18%
$50.44 - $58.1 $549K - $632K
489K $25.2M
NVDA
Nvidia Corp

Technology
-6.52K
- 12.85%
$106.98 - $149.43 $697K - $974K
44.2K $4.79M
MSFT
Microsoft Corp

Technology
-509
- 1.46%
$375.39 - $447.2 $191K - $228K
34.4K $12.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.45K
- 5.44%
$190.26 - $242.06 $466K - $593K
42.6K $8.11M
DHR
Danaher Corp

Healthcare
-5.17K
- 67.27%
$201.62 - $250.59 $1.04M - $1.3M
2.52K $515K
TSLA
Tesla, Inc.

Consumer Cyclical
-904
- 15.08%
$222.15 - $428.22 $201K - $387K
5.09K $1.32M
GOOGL
Alphabet Inc.

Communication Services
-1.97K
- 9.96%
$154.33 - $206.19 $304K - $406K
17.8K $2.75M
GOOG
Alphabet Inc.

Communication Services
-1.8K
- 9.11%
$156.06 - $207.71 $281K - $374K
18K $2.81M
VTI
Vanguard Total Stock Market Et

ETFs
-206
- 0.38%
$271.18 - $303.12 $55.9K - $62.4K
53.5K $14.7M
META
Meta Platforms, Inc.

Communication Services
-679
- 16.72%
$576.36 - $736.67 $391K - $500K
3.38K $1.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
-332
- 3.44%
$551.42 - $612.93 $183K - $203K
9.32K $5.21M
VDE
Vanguard Energy ETF

ETFs
-4.12K
- 31.5%
$119.14 - $132.76 $491K - $548K
8.97K $1.16M
MA
Mastercard Inc

Financial Services
-834
- 29.91%
$504.67 - $576.31 $421K - $481K
1.95K $1.07M
IVV
Ishares Core S&P 500 ETF

ETFs
-92
- 0.78%
$554.06 - $615.85 $51K - $56.7K
11.7K $6.57M
AVGO
Broadcom Inc.

Technology
-78
- 1.46%
$167.43 - $244.7 $13.1K - $19.1K
5.26K $881K
SM
Sm Energy CO

Energy
-99
- 0.25%
$27.15 - $44.69 $2.69K - $4.42K
38.8K $1.16M
CRM
Salesforce, Inc.

Technology
-811
- 49.75%
$268.36 - $359.95 $218K - $292K
819 $219K
HON
Honeywell International Inc

Industrials
-405
- 2.55%
$202.75 - $226.52 $82.1K - $91.7K
15.5K $3.28M
UNH
Unitedhealth Group Inc

Healthcare
-574
- 37.84%
$461.52 - $548.18 $265K - $315K
943 $493K
ISRG
Intuitive Surgical Inc

Healthcare
-493
- 45.11%
$476.63 - $610.45 $235K - $301K
600 $297K
ORCL
Oracle Corp

Technology
-1.02K
- 22.48%
$139.81 - $186.47 $143K - $190K
3.52K $492K
ZION
Zions Bancorporation, National Association

Financial Services
-3.21K
- 21.59%
$47.0 - $59.03 $151K - $190K
11.7K $581K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-162
- 3.31%
$507.05 - $563.67 $82.1K - $91.3K
4.73K $2.43M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-37
- 43.53%
$4295.4 - $5141.88 $159K - $190K
48 $221K
BAC
Bank Of America Corp

Financial Services
-3.98K
- 24.75%
$39.61 - $47.74 $157K - $190K
12.1K $504K
GS
Goldman Sachs Group Inc

Financial Services
-283
- 20.85%
$524.81 - $672.19 $149K - $190K
1.07K $586K
HD
Home Depot, Inc.

Consumer Cyclical
-73
- 1.11%
$347.25 - $424.87 $25.3K - $31K
6.5K $2.38M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-304
- 33.52%
$497.6 - $606.74 $151K - $184K
603 $300K
VNQ
Vanguard Specialized Funds Van

ETFs
-2.21K
- 10.37%
$85.55 - $94.34 $189K - $209K
19.1K $1.73M
WMT
Walmart Inc.

Consumer Defensive
-1.3K
- 6.29%
$84.5 - $105.05 $110K - $137K
19.4K $1.7M
SBUX
Starbucks Corp

Consumer Cyclical
-1.92K
- 43.51%
$91.75 - $115.81 $176K - $222K
2.49K $244K
CMCSA
Comcast Corp

Communication Services
-3.98K
- 39.34%
$33.19 - $38.23 $132K - $152K
6.13K $226K
MRK
Merck & Co., Inc.

Healthcare
-501
- 4.9%
$83.01 - $101.02 $41.6K - $50.6K
9.72K $872K
BX
Blackstone Inc.

Financial Services
-28
- 0.7%
$136.53 - $186.74 $3.82K - $5.23K
3.95K $551K
DIS
Walt Disney CO

Communication Services
-374
- 6.37%
$96.87 - $114.0 $36.2K - $42.6K
5.5K $542K
V
Visa Inc.

Financial Services
-788
- 16.2%
$306.92 - $362.71 $242K - $286K
4.08K $1.43M
TJX
Tjx Companies Inc

Consumer Cyclical
-803
- 19.03%
$112.81 - $126.16 $90.6K - $101K
3.42K $416K
TXN
Texas Instruments Inc

Technology
-406
- 7.27%
N/A
5.18K $1.01M
JPM
Jpmorgan Chase & CO

Financial Services
-662
- 4.15%
$225.19 - $279.95 $149K - $185K
15.3K $3.75M
CSCO
Cisco Systems, Inc.

Technology
-1.6K
- 14.28%
$58.74 - $64.87 $94.2K - $104K
9.63K $594K
UNP
Union Pacific Corp

Industrials
-495
- 8.43%
$225.21 - $254.42 $111K - $126K
5.38K $1.27M
TROW
Price T Rowe Group Inc

Financial Services
-78
- 3.11%
$91.57 - $116.93 $7.14K - $9.12K
2.43K $223K
LMT
Lockheed Martin Corp

Industrials
-2
- 0.13%
$423.19 - $506.29 $846 - $1.01K
1.5K $668K
QCOM
Qualcomm Inc

Technology
-357
- 5.82%
$151.94 - $175.86 $54.2K - $62.8K
5.77K $886K
VBR
Vanguard Small Cap Value ETF

ETFs
-101
- 3.65%
$183.02 - $207.75 $18.5K - $21K
2.67K $496K
PFE
Pfizer Inc

Healthcare
-1.01K
- 5.15%
$25.01 - $27.13 $25.4K - $27.5K
18.7K $473K
VT
Vanguard Total World Stk Index

ETFs
-298
- 8.18%
$115.08 - $123.97 $34.3K - $36.9K
3.35K $388K
PPG
Ppg Industries Inc

Basic Materials
-7
- 0.18%
$107.44 - $124.29 $752 - $870
3.88K $424K
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
Track This Portfolio

Track Tci Wealth Advisors, Inc. Portfolio

Follow Tci Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email