Tci Wealth Advisors, Inc. Portfolio Holdings
Tci Wealth Advisors, Inc.
- $1.12 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 243
- Current Value $1.12 Billion
- Prior Value $1.01 Billion
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 27 stocks
- Additional Purchases 115 stocks
- Sold out of 0 stocks
- Reduced holdings in 81 stocks