Tci Wealth Advisors, Inc. Purchases in Q1 2025

Tci Wealth Advisors, Inc.

  • $1.15 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
292K
+ 40.71%
$32.57 - $35.82 $9.52M - $10.5M
1.01M $33.5M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
188K
+ 8.22%
$39.96 - $43.3 $7.51M - $8.14M
2.48M $102M
DFIV
Dimensional ETF Tr

ETFs
50.9K
+ 3.71%
$35.33 - $40.77 $1.8M - $2.07M
1.42M $56M
DFAE
Dimensional ETF Tr

ETFs
251K
+ 22.5%
$24.64 - $26.86 $6.18M - $6.74M
1.37M $35.4M
DIHP
Dimensional ETF Tr Dimensional

ETFs
136K
+ 18.98%
$25.1 - $27.85 $3.42M - $3.79M
854K $23M
DFIS
Dimensional ETF Tr Dimensional

ETFs
118K
+ 9.14%
$23.92 - $26.89 $2.83M - $3.18M
1.41M $36.5M
AVDV
American Centy ETF Tr Avantis

ETFs
13.7K
+ 2.11%
$63.74 - $71.96 $873K - $985K
663K $46.2M
DFAX
Dimensional ETF Tr
30.9K
+ 3.23%
$24.45 - $27.2 $755K - $840K
987K $25.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
235
+ 1.19%
$442.66 - $534.52 $104K - $126K
20K $10.7M
JNJ
Johnson & Johnson

Healthcare
3.1K
+ 8.15%
$142.06 - $167.7 $440K - $519K
41.1K $6.81M
AVDE
American Centy ETF Tr Avantis

ETFs
4.4K
+ 3.08%
$60.63 - $68.55 $267K - $302K
147K $9.77M
NYF
Ishares New York Muni Bond ETF

ETFs
18.7K
New
$52.33 - $53.92 $978K - $1.01M
18.7K $984K
DFAI
Dimensional ETF Tr

ETFs
17.9K
+ 11.4%
$28.88 - $32.4 $516K - $579K
175K $5.46M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
DFUS
Dimensional ETF Tr U S Equity

ETFs
140K
+ 5.96%
$59.61 - $66.71 $8.32M - $9.31M
2.48M $150M
MCD
Mcdonalds Corp

Consumer Cyclical
306
+ 1.56%
$279.74 - $321.29 $85.6K - $98.3K
19.9K $6.21M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.77K
+ 25.82%
$71.17 - $73.66 $411K - $425K
28.1K $2.07M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.75K
+ 84.74%
$73.78 - $76.59 $424K - $440K
12.5K $959K
COST
Costco Wholesale Corp

Consumer Defensive
258
+ 4.4%
$890.62 - $1076.86 $230K - $278K
6.13K $5.79M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.93K
New
$44.72 - $46.25 $399K - $413K
8.93K $411K
USFR
Wisdomtree Floating Rate Treas

ETFs
7.56K
New
$50.29 - $50.5 $380K - $382K
7.56K $380K
IEFA
Ishares Tr

ETFs
3.7K
+ 67.56%
$69.57 - $78.65 $257K - $291K
9.17K $693K
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.64K
+ 11.1%
$46.74 - $47.55 $264K - $268K
56.4K $2.68M
RTX
Raytheon Technologies Corp

Industrials
1.08K
+ 14.91%
$114.1 - $135.66 $124K - $147K
8.35K $1.11M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.98K
New
$57.21 - $65.8 $227K - $262K
3.98K $231K
AVIV
American Centy ETF Tr Avantis
4.07K
New
$51.51 - $58.54 $210K - $238K
4.07K $230K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
159
New
$1187.71 - $1432.58 $189K - $228K
159 $227K
KMB
Kimberly Clark Corp

Consumer Defensive
4
+ 0.02%
$124.46 - $147.4 $498 - $590
20.2K $2.87M
WM
Waste Management Inc

Industrials
972
New
$200.54 - $233.78 $195K - $227K
972 $225K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.02K
New
$101.42 - $113.2 $205K - $229K
2.02K $222K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.7K
+ 53.78%
$82.81 - $92.93 $224K - $251K
7.73K $657K
YUM
Yum Brands Inc

Consumer Cyclical
1.35K
New
$123.25 - $162.53 $166K - $219K
1.35K $212K
CTVA
Corteva, Inc.

Basic Materials
3.33K
New
$55.94 - $66.15 $187K - $221K
3.33K $209K
IBM
International Business Machines Corp

Technology
33
+ 0.48%
$217.4 - $264.74 $7.17K - $8.74K
6.97K $1.73M
AEP
American Electric Power CO Inc

Utilities
1.88K
New
$90.32 - $109.27 $170K - $206K
1.88K $205K
GE
General Electric CO

Industrials
44
+ 0.92%
$168.59 - $212.13 $7.42K - $9.33K
4.84K $967K
GLD
Spdr Gold Trust

ETFs
281
+ 15.93%
$243.19 - $288.14 $68.3K - $81K
2.05K $589K
VIG
Vanguard Dividend Appreciation

ETFs
810
+ 19.91%
N/A
4.88K $888K
EFA
Ishares Tr Msci Eafe ETF

ETFs
641
+ 4.75%
$74.85 - $84.89 $48K - $54.4K
14.1K $1.16M
CLX
Clorox CO

Consumer Defensive
1.99K
+ 18.89%
$141.76 - $162.89 $283K - $325K
12.5K $1.85M
MO
Altria Group, Inc.

Consumer Defensive
799
+ 9.44%
$50.81 - $60.02 $40.6K - $48K
9.27K $556K
IDV
Ishares Tr

ETFs
2.55K
+ 32.05%
$27.0 - $31.7 $68.8K - $80.8K
10.5K $325K
NFLX
Netflix Inc

Communication Services
62
+ 8.86%
$828.4 - $1058.6 $51.4K - $65.6K
762 $710K
VGT
Vanguard Information Technolog

ETFs
229
+ 43.37%
$542.38 - $646.34 $124K - $148K
757 $410K
NEE
Nextera Energy Inc

Utilities
1.12K
+ 36.43%
$66.96 - $76.16 $74.7K - $85K
4.18K $296K
PG
Procter & Gamble CO

Consumer Defensive
197
+ 1.32%
$158.56 - $176.26 $31.2K - $34.7K
15.2K $2.58M
DE
Deere & CO

Industrials
32
+ 2.51%
$408.57 - $509.27 $13.1K - $16.3K
1.31K $612K
CTAS
Cintas Corp

Industrials
16
+ 0.59%
$182.09 - $208.14 $2.91K - $3.33K
2.71K $556K
TRV
Travelers Companies, Inc.

Financial Services
12
+ 0.52%
$232.43 - $265.13 $2.79K - $3.18K
2.34K $618K
Activity Summary
Buys All Purchases 114 New Holdings 16 Increased Positions 98 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 2 Puts 0
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