Tci Wealth Advisors, Inc. New Holdings in Q3 2024

Tci Wealth Advisors, Inc.

  • $1.12 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.25K
New
$93.65 - $97.81 $304K - $318K
3.25K $317K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.33K
New
$77.02 - $85.06 $257K - $284K
3.33K $281K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.39K
New
$162.83 - $179.16 $226K - $248K
1.39K $248K
CEG
Constellation Energy Corp

Utilities
947
New
$167.08 - $262.86 $158K - $249K
947 $246K
AON
Aon PLC

Financial Services
694
New
$293.16 - $351.06 $203K - $244K
694 $240K
SRE
Sempra Energy

Utilities
2.86K
New
$74.97 - $84.04 $214K - $240K
2.86K $238K
LNT
Alliant Energy Corp

Utilities
3.86K
New
$50.74 - $60.74 $196K - $235K
3.86K $234K
USB
Us Bancorp \De\

Financial Services
5.01K
New
$39.04 - $47.23 $196K - $237K
5.01K $229K
AFL
Aflac Inc

Financial Services
2K
New
$88.52 - $111.8 $177K - $223K
2K $223K
MUB
Ishares National Muni Bond ETF

ETFs
2.05K
New
$106.13 - $108.7 $218K - $223K
2.05K $222K
LDOS
Leidos Holdings, Inc.

Technology
1.35K
New
$142.66 - $163.02 $192K - $219K
1.35K $219K
ACN
Accenture PLC

Technology
613
New
$295.44 - $355.81 $181K - $218K
613 $216K
TT
Trane Technologies PLC

Industrials
551
New
$314.21 - $388.71 $173K - $214K
551 $214K
AVIV
American Centy ETF Tr Avantis
3.73K
New
$50.37 - $56.43 $188K - $210K
3.73K $209K
IVE
Ishares S&P 500 Value ETF

ETFs
1.05K
New
$181.06 - $197.17 $190K - $207K
1.05K $207K
CARR
Carrier Global Corp

Industrials
2.56K
New
$61.9 - $80.88 $159K - $207K
2.56K $206K
CTVA
Corteva, Inc.

Basic Materials
3.49K
New
$50.72 - $58.78 $177K - $205K
3.49K $204K
AEP
American Electric Power CO Inc

Utilities
1.97K
New
$87.11 - $104.95 $172K - $207K
1.97K $202K
ADP
Automatic Data Processing Inc

Industrials
727
New
$233.44 - $279.45 $170K - $203K
727 $201K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.51K
New
$73.43 - $80.37 $184K - $202K
2.51K $201K
PGR
Progressive Corp

Financial Services
791
New
$209.46 - $259.24 $166K - $205K
791 $200K
COP
Conocophillips

Energy
1.9K
New
$102.3 - $116.61 $194K - $222K
1.9K $200K
WBD
Warner Bros. Discovery, Inc.

Communication Services
11K
New
$6.71 - $8.78 $73.6K - $96.3K
11K $90K
REI
Ring Energy, Inc.

Energy
11.4K
New
$1.58 - $1.99 $18.1K - $22.8K
11.4K $18K
AVGE
American Centy ETF Tr Avantis
5.14K
New
N/A
5.14K $0
Linde PLC
477
New
N/A
477 $0
Activity Summary
Buys All Purchases 142 New Holdings 27 Increased Positions 115 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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