Tci Wealth Advisors, Inc. has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.13 Billion distributed in 227 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Small C with a value of $156M, Dimensional ETF Tr U S Equity with a value of $149M, Dimensional ETF Tr Us Marketwi with a value of $93.6M, American Centy ETF Tr Avantis with a value of $77.5M, and Dimensional ETF Tr U S Core Eq with a value of $69.2M.
Examining the 13F form we can see an increase of $8.69M in the current position value, from $1.12B to 1.13B.
Below you can find more details about Tci Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.13 Billion
ETFs: $890 Million
Technology: $67.1 Million
Financial Services: $26 Million
Healthcare: $25.5 Million
Consumer Cyclical: $23.2 Million
Industrials: $22.1 Million
Consumer Defensive: $18.5 Million
Communication Services: $14.2 Million
Other: $17.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
