Tci Wealth Advisors, Inc. has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.01 Billion distributed in 221 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 $136M, Dimensional ETF Tr U S Small C with a value of $136M, Dimensional ETF Tr Us Marketwi with a value of $85.3M, American Centy ETF Tr Avantis with a value of $69M, and Dimensional ETF Tr U S Core Eq with a value of $57.6M.
Examining the 13F form we can see an increase of $37.4M in the current position value, from $971M to 1.01B.
Below you can find more details about Tci Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.01 Billion
ETFs: $779 Million
Technology: $61.9 Million
Healthcare: $28.7 Million
Industrials: $22.1 Million
Financial Services: $22 Million
Consumer Cyclical: $19.8 Million
Consumer Defensive: $19 Million
Energy: $15 Million
Other: $17.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more