Tci Wealth Advisors, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.12 Billion distributed in 243 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 $153M, Dimensional ETF Tr U S Equity with a value of $147M, Dimensional ETF Tr Us Marketwi with a value of $93.5M, American Centy ETF Tr Avantis with a value of $76.5M, and Dimensional ETF Tr U S Core Eq with a value of $66.2M.
Examining the 13F form we can see an increase of $113M in the current position value, from $1.01B to 1.12B.
Below you can find more details about Tci Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.12 Billion
ETFs: $874 Million
Technology: $66.5 Million
Healthcare: $29.2 Million
Financial Services: $25.8 Million
Industrials: $23.8 Million
Consumer Cyclical: $21.8 Million
Consumer Defensive: $19.4 Million
Energy: $14.5 Million
Other: $19.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
