Tci Wealth Advisors, Inc. Portfolio Holdings

Tci Wealth Advisors, Inc.

  • $1.13 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.8B
$283,000 0.03% of portfolio
2,507
Q4 2024 Reduced 11.54%
$89.6B
$235,000 0.02% of portfolio
854
Q4 2024 Reduced 4.79%
$14.7B
$228,000 0.02% of portfolio
3,864
Q3 2024 New
$111B
$262,000 0.02% of portfolio
950
Q4 2024 Reduced 10.88%
$69.3B
$204,000 0.02% of portfolio
2,657
Q4 2024 New
$105B
$271,000 0.02% of portfolio
1,533
Q4 2024 Reduced 3.65%
$60.1B
$249,000 0.02% of portfolio
469
Q3 2024 New
$76.4B
$208,000 0.02% of portfolio
580
Q4 2024 Reduced 16.43%
$72.9B
$279,000 0.02% of portfolio
5,845
Q4 2024 Added 16.6%
$38.4B
$244,000 0.02% of portfolio
1,320
Q4 2024 Reduced 3.72%
$161B
$252,000 0.02% of portfolio
1,554
Q4 2024 Reduced 15.17%
$54.7B
$265,000 0.02% of portfolio
377
Q4 2024 Reduced 5.28%
$92.9B
$203,000 0.02% of portfolio
550
Q4 2024 Reduced 0.18%
$58.6B
$226,000 0.02% of portfolio
1,992
Q4 2024 Reduced 2.59%
$143B
$219,000 0.02% of portfolio
3,063
Q4 2024 Added 19.51%
$45.9B
$255,000 0.02% of portfolio
5,171
Q4 2024 Added 0.19%
$89.7B
$233,000 0.02% of portfolio
493
Q4 2024 Reduced 0.6%
$78.7B
$235,000 0.02% of portfolio
3,946
Q4 2024 Reduced 10.89%
$84.6B
$219,000 0.02% of portfolio
2,040
Q4 2024 Reduced 0.34%
$28.5B
$244,000 0.02% of portfolio
3,256
Q4 2024 Reduced 3.84%
$49.7B
$206,000 0.02% of portfolio
1,474
Q4 2024 Reduced 0.87%
$26B
$207,000 0.02% of portfolio
2,363
Q4 2024 Reduced 17.29%
$130B
$223,000 0.02% of portfolio
2,252
Q4 2024 Added 18.46%
$123B
$207,000 0.02% of portfolio
710
Q4 2024 Reduced 2.34%
$37.9B
$252,000 0.02% of portfolio
3,299
Q4 2024 Reduced 1.02%

Summary

  • Portfolio
  • No. of Stocks 227
  • Current Value $1.13 Billion
  • Prior Value $1.12 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
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