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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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