Tci Wealth Advisors, Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.15 Billion distributed in 229 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $150M, Dimensional ETF Tr U S Small C with a value of $147M, Dimensional ETF Tr Us Marketwi with a value of $102M, American Centy ETF Tr Avantis with a value of $75.4M, and Dimensional ETF Tr U S Core Eq with a value of $67.9M.
Examining the 13F form we can see an increase of $25M in the current position value, from $1.13B to 1.15B.
Below you can find more details about Tci Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.15 Billion
ETFs: $926 Million
Technology: $56.6 Million
Financial Services: $26.4 Million
Healthcare: $26 Million
Industrials: $21.9 Million
Consumer Cyclical: $19.9 Million
Consumer Defensive: $19.5 Million
Energy: $14.3 Million
Other: $16.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
