Tci Wealth Advisors, Inc. Sells in Q3 2025

Tci Wealth Advisors, Inc.

  • $1.52 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CLX
Clorox CO

Consumer Defensive
-3.22K
- 25.59%
$117.67 - $131.43 $379K - $423K
9.35K $1.15M
SCHW
Schwab Charles Corp

Financial Services
-4.18K
- 32.66%
$91.03 - $98.69 $380K - $412K
8.62K $822K
SM
Sm Energy CO

Energy
-9.35K
- 24.08%
$24.97 - $28.98 $233K - $271K
29.5K $735K
PFF
Ishares Trust Ishares Pfd And

ETFs
-5.79K
- 37.2%
$30.67 - $32.13 $177K - $186K
9.77K $308K
AVRE
American Centy ETF Tr Avantis
-3.53K
- 15.36%
$43.53 - $45.34 $153K - $160K
19.4K $863K
SO
Southern CO

Utilities
-1.23K
- 21.78%
$90.83 - $96.0 $112K - $118K
4.42K $418K
WSO
Watsco Inc

Industrials
-5
- 0.28%
$381.94 - $489.97 $1.91K - $2.45K
1.79K $724K
VDE
Vanguard Energy ETF

ETFs
-820
- 9.22%
$118.37 - $129.65 $97.1K - $106K
8.07K $1.02M
KO
Coca Cola CO

Consumer Defensive
-160
- 2.82%
$65.67 - $71.67 $10.5K - $11.5K
5.5K $365K
CI
Cigna Corp

Healthcare
-2
- 0.26%
$262.23 - $334.39 $524 - $669
782 $225K
NEE
Nextera Energy Inc

Utilities
-751
- 18.69%
$69.77 - $77.54 $52.4K - $58.2K
3.27K $246K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
-175
- 0.41%
$5.32 - $6.82 $931 - $1.19K
43K $229K
ADBE
Adobe Inc.

Technology
-12
- 2.06%
$333.65 - $392.1 $4K - $4.71K
571 $201K
PFE
Pfizer Inc

Healthcare
-1.74K
- 9.86%
$23.29 - $25.88 $40.5K - $45K
15.9K $405K
FDX
Fedex Corp

Industrials
-132
- 6.26%
$217.1 - $243.2 $28.7K - $32.1K
1.98K $466K
TFLO
Ishares Treasury Floating Rate

ETFs
-200
- 1.44%
$50.45 - $50.65 $10.1K - $10.1K
13.7K $693K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.35K
- 1.07%
$97.75 - $100.75 $230K - $237K
217K $21.7M
VZ
Verizon Communications Inc

Communication Services
-485
- 1.95%
$40.84 - $45.06 $19.8K - $21.9K
24.3K $1.07M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-664
- 2.28%
$48.5 - $50.19 $32.2K - $33.3K
28.4K $1.42M
TXN
Texas Instruments Inc

Technology
-7
- 0.14%
N/A
5.17K $1.01M
MTCH
Match Group, Inc.

Communication Services
-938
- 11.48%
$31.83 - $38.77 $29.9K - $36.4K
7.24K $255K
AVSE
American Centy ETF Tr Avantis

ETFs
-137
- 3.44%
$58.4 - $64.07 $8K - $8.78K
3.84K $244K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-317
- 2.99%
$38.52 - $41.26 $12.2K - $13.1K
10.3K $423K
MMM
3 M CO

Industrials
-83
- 0.93%
$144.41 - $160.2 $12K - $13.3K
8.83K $1.37M
AVSD
American Centy ETF Tr Avantis

ETFs
-96
- 1.65%
$66.62 - $71.66 $6.4K - $6.88K
5.71K $408K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-487
- 1.93%
$21.69 - $23.34 $10.6K - $11.4K
24.8K $577K
DTE
Dte Energy CO

Utilities
-2
- 0.08%
$130.26 - $141.49 $261 - $283
2.36K $334K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.54K
- 5.48%
$28.92 - $32.19 $44.4K - $49.4K
26.5K $844K
VBR
Vanguard Small Cap Value ETF

ETFs
-71
- 2.32%
$195.41 - $212.37 $13.9K - $15.1K
2.98K $622K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-400
- 3.83%
$133.48 - $144.38 $53.4K - $57.8K
10.1K $1.43M
UNP
Union Pacific Corp

Industrials
-18
- 0.33%
$214.91 - $237.16 $3.87K - $4.27K
5.37K $1.27M
IFRA
Ishares Tr

ETFs
-73
- 0.71%
$49.77 - $52.82 $3.63K - $3.86K
10.1K $535K
IWR
Ishares Russell Mid Cap ETF

ETFs
-23
- 0.28%
$92.26 - $97.51 $2.12K - $2.24K
8.05K $777K
MRK
Merck & Co., Inc.

Healthcare
-87
- 0.91%
$77.6 - $87.37 $6.75K - $7.6K
9.49K $796K
IWM
Ishares Russell 2000 ETF

ETFs
-40
- 2.08%
$214.92 - $244.84 $8.6K - $9.79K
1.88K $454K
PEP
Pepsico Inc

Consumer Defensive
-507
- 3.45%
$133.81 - $152.16 $67.8K - $77.1K
14.2K $2M
MO
Altria Group, Inc.

Consumer Defensive
-231
- 2.44%
$57.75 - $67.68 $13.3K - $15.6K
9.23K $609K
PSN
Parsons Corp

Industrials
-3.74K
- 11.31%
$72.77 - $82.92 $272K - $310K
29.3K $2.43M
CVS
Cvs Health Corp

Healthcare
-149
- 1.08%
$58.75 - $76.5 $8.75K - $11.4K
13.7K $1.03M
LMT
Lockheed Martin Corp

Industrials
-3
- 0.13%
$410.74 - $499.21 $1.23K - $1.5K
2.3K $1.15M
GLD
Spdr Gold Trust

ETFs
-42
- 2.01%
$300.96 - $355.47 $12.6K - $14.9K
2.05K $729K
WWD
Woodward, Inc.

Industrials
-9
- 0.07%
$237.33 - $266.1 $2.14K - $2.39K
12.5K $3.17M
VBK
Vanguard Small Cap Growth ETF

ETFs
-3
- 0.06%
$276.51 - $305.12 $830 - $915
5.39K $1.61M
MCD
Mcdonalds Corp

Consumer Cyclical
-366
- 1.85%
$291.67 - $316.99 $107K - $116K
19.4K $5.89M
PLTR
Palantir Technologies Inc.

Technology
-7
- 0.25%
$130.68 - $186.97 $915 - $1.31K
2.74K $499K
XOM
Exxon Mobil Corp

Energy
-1.2K
- 2.28%
$105.83 - $117.22 $127K - $141K
51.4K $5.79M
HD
Home Depot, Inc.

Consumer Cyclical
-76
- 1.17%
$357.4 - $423.42 $27.2K - $32.2K
6.43K $2.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-17
- 0.35%
$546.99 - $602.2 $9.3K - $10.2K
4.85K $2.91M
CVX
Chevron Corp

Energy
-120
- 0.42%
$145.57 - $161.83 $17.5K - $19.4K
28.2K $4.38M
Activity Summary
Buys All Purchases 172 New Holdings 23 Increased Positions 149 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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