TCI Wealth Advisors
Latest statistics and disclosures from TCI Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAS, DFUS, DFUV, AVUV, DFAC, and represent 46.71% of TCI Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DFAS, DFAC, DFAE, DFUV, DFAX, DFGR, DUHP, DFIS, DFIV, AVDV.
- Started 19 new stock positions in AEP, WM, SCHA, AON, REAX, CSWI, VTEB, DFIC, LRCX, DFSE. ORLY, SCHD, ACN, COP, TSCO, DFAW, OKE, MTUM, CPRT.
- Reduced shares in these 10 stocks: VTI, AVEM, NVDA, DFAT, SCHX, CVX, AGG, LMT, DFUS, SCHW.
- Sold out of its positions in CHDN, SCHZ, SCHR, SRE, UPS, VFH, WBD, YUM.
- TCI Wealth Advisors was a net buyer of stock by $17M.
- TCI Wealth Advisors has $1.0B in assets under management (AUM), dropping by 8.20%.
- Central Index Key (CIK): 0001583751
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Portfolio Holdings for TCI Wealth Advisors
TCI Wealth Advisors holds 217 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 13.3 | $135M | +2% | 2.2M | 62.34 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 12.8 | $130M | 2.3M | 56.98 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 8.5 | $87M | 2.1M | 40.90 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 6.9 | $70M | 746k | 93.71 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 5.2 | $53M | +5% | 1.7M | 31.95 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 4.4 | $44M | +2% | 1.2M | 36.75 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 3.9 | $40M | +2% | 600k | 65.86 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.8 | $29M | -2% | 525k | 54.43 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.3 | $23M | 239k | 97.94 |
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| Apple (AAPL) | 2.2 | $22M | +2% | 129k | 171.48 |
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| Dimensional Etf Trust Global Core Plus (DFGP) | 2.1 | $22M | +3% | 407k | 53.38 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 1.9 | $19M | +8% | 757k | 25.44 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 1.8 | $19M | +7% | 739k | 25.06 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 1.8 | $19M | +7% | 724k | 25.53 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.6 | $17M | -6% | 285k | 57.96 |
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| Microsoft Corporation (MSFT) | 1.4 | $14M | 34k | 420.72 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $14M | -16% | 54k | 259.90 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 1.1 | $11M | +12% | 355k | 31.61 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 1.1 | $11M | +3% | 414k | 26.94 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.1 | $11M | +20% | 449k | 24.72 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $8.5M | -2% | 20k | 420.52 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.8 | $8.4M | 132k | 63.74 |
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| Amazon (AMZN) | 0.8 | $7.9M | 44k | 180.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $7.0M | 13k | 525.74 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $6.7M | -2% | 58k | 116.24 |
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| Eli Lilly & Co. (LLY) | 0.6 | $6.3M | 8.1k | 777.96 |
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| Caterpillar (CAT) | 0.6 | $6.3M | +13% | 17k | 366.43 |
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| Johnson & Johnson (JNJ) | 0.6 | $6.1M | 39k | 158.19 |
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| McDonald's Corporation (MCD) | 0.5 | $5.5M | 19k | 281.95 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $5.1M | 9.8k | 523.09 |
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| Chevron Corporation (CVX) | 0.4 | $4.5M | -10% | 29k | 157.74 |
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| Costco Wholesale Corporation (COST) | 0.4 | $4.3M | 5.9k | 732.59 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $4.2M | 26k | 164.35 |
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| NVIDIA Corporation (NVDA) | 0.4 | $3.8M | -17% | 4.2k | 903.60 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.7M | 24k | 152.26 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.3 | $3.4M | +23% | 112k | 30.22 |
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| Honeywell International (HON) | 0.3 | $3.3M | 16k | 205.25 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $3.3M | 16k | 200.30 |
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| Clorox Company (CLX) | 0.3 | $3.2M | +9% | 21k | 153.11 |
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| Abbvie (ABBV) | 0.3 | $3.0M | -3% | 16k | 182.10 |
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| Woodward Governor Company (WWD) | 0.3 | $2.9M | 19k | 154.12 |
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| Home Depot (HD) | 0.3 | $2.9M | 7.6k | 383.60 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.9M | +24% | 6.0k | 480.66 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.8M | 19k | 150.93 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $2.6M | 20k | 129.35 |
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| Procter & Gamble Company (PG) | 0.2 | $2.5M | 15k | 162.25 |
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| Abbott Laboratories (ABT) | 0.2 | $2.2M | +2% | 19k | 113.66 |
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| Pepsi (PEP) | 0.2 | $2.1M | -2% | 12k | 175.01 |
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| Danaher Corporation (DHR) | 0.2 | $2.0M | 7.8k | 249.72 |
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| SM Energy (SM) | 0.2 | $1.9M | 39k | 49.85 |
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| Vanguard World Energy Etf (VDE) | 0.2 | $1.9M | -3% | 15k | 131.70 |
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| Meta Platforms Cl A (META) | 0.2 | $1.9M | +5% | 3.8k | 485.58 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.7M | -7% | 7.6k | 228.60 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.7M | -2% | 19k | 86.48 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $1.7M | +5% | 33k | 50.69 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.6M | +14% | 3.7k | 444.00 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.2 | $1.6M | +28% | 54k | 29.99 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.5M | +49% | 21k | 72.63 |
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| Visa Com Cl A (V) | 0.1 | $1.5M | +4% | 5.3k | 279.08 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.4M | 5.9k | 245.92 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.4M | 3.0k | 481.58 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.4M | 5.4k | 260.73 |
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| Illinois Tool Works (ITW) | 0.1 | $1.4M | 5.2k | 268.33 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.3M | -8% | 7.3k | 179.10 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.3M | -5% | 11k | 123.18 |
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| 3M Company (MMM) | 0.1 | $1.3M | 12k | 106.07 |
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| International Business Machines (IBM) | 0.1 | $1.3M | -2% | 6.8k | 190.95 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.3M | 16k | 79.86 |
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| CVS Caremark Corporation (CVS) | 0.1 | $1.3M | -6% | 16k | 79.76 |
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| Merck & Co (MRK) | 0.1 | $1.2M | 9.3k | 131.95 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.1M | +211% | 18k | 60.17 |
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| Amgen (AMGN) | 0.1 | $1.1M | 3.9k | 284.31 |
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| Upstart Hldgs (UPST) | 0.1 | $1.1M | +17% | 40k | 26.89 |
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| American Express Company (AXP) | 0.1 | $1.1M | 4.6k | 227.69 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.1 | $1.1M | 21k | 50.46 |
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| Tesla Motors (TSLA) | 0.1 | $1.0M | -10% | 5.9k | 175.79 |
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| Intel Corporation (INTC) | 0.1 | $1.0M | +28% | 23k | 44.17 |
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| Verizon Communications (VZ) | 0.1 | $1.0M | 25k | 41.96 |
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| Qualcomm (QCOM) | 0.1 | $1.0M | 5.9k | 169.29 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $968k | 5.6k | 174.22 |
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| UnitedHealth (UNH) | 0.1 | $902k | +6% | 1.8k | 494.70 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $881k | -32% | 1.9k | 454.87 |
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| General Electric Com New (GE) | 0.1 | $870k | 5.0k | 175.52 |
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| At&t (T) | 0.1 | $870k | -4% | 49k | 17.60 |
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| Zscaler Incorporated (ZS) | 0.1 | $856k | 4.4k | 192.63 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $846k | +59% | 11k | 76.67 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $835k | +9% | 4.1k | 201.48 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.1 | $828k | +9% | 24k | 34.41 |
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| McKesson Corporation (MCK) | 0.1 | $822k | 1.5k | 537.00 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $819k | 2.4k | 337.05 |
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| Servicenow (NOW) | 0.1 | $808k | +5% | 1.1k | 762.40 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $780k | -27% | 11k | 72.34 |
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| Bank of America Corporation (BAC) | 0.1 | $774k | +5% | 20k | 37.92 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $768k | -7% | 2.2k | 344.26 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $766k | -6% | 6.6k | 116.85 |
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| Advanced Micro Devices (AMD) | 0.1 | $758k | +11% | 4.2k | 180.48 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $730k | +3% | 7.5k | 97.54 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $716k | -20% | 3.9k | 182.59 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $715k | -11% | 4.4k | 162.86 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $706k | 1.3k | 556.40 |
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| Dominion Resources (D) | 0.1 | $678k | 14k | 49.19 |
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| Walt Disney Company (DIS) | 0.1 | $677k | +5% | 5.5k | 122.35 |
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| Broadcom (AVGO) | 0.1 | $666k | +3% | 503.00 | 1324.64 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $666k | +214% | 17k | 39.02 |
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| W.W. Grainger (GWW) | 0.1 | $661k | 650.00 | 1017.30 |
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| Zions Bancorporation (ZION) | 0.1 | $646k | 15k | 43.40 |
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| Deere & Company (DE) | 0.1 | $616k | 1.5k | 410.74 |
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| Pinnacle West Capital Corporation (PNW) | 0.1 | $599k | -3% | 8.0k | 74.73 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $595k | 10k | 58.65 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $588k | 6.3k | 92.72 |
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| Goldman Sachs (GS) | 0.1 | $580k | 1.4k | 417.69 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $574k | 988.00 | 581.21 |
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| PPG Industries (PPG) | 0.1 | $563k | 3.9k | 144.90 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $563k | 2.9k | 191.89 |
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| FedEx Corporation (FDX) | 0.1 | $547k | 1.9k | 289.74 |
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| Cisco Systems (CSCO) | 0.1 | $539k | 11k | 49.91 |
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| Travelers Companies (TRV) | 0.1 | $535k | 2.3k | 230.14 |
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| Oracle Corporation (ORCL) | 0.1 | $527k | +10% | 4.2k | 125.61 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $520k | 6.2k | 83.58 |
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| Medtronic SHS (MDT) | 0.0 | $504k | 5.8k | 87.16 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $489k | 11k | 43.35 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $486k | +6% | 4.4k | 110.51 |
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| Intuit (INTU) | 0.0 | $477k | 734.00 | 650.00 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $462k | 15k | 30.10 |
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| Cintas Corporation (CTAS) | 0.0 | $460k | 670.00 | 687.03 |
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| Philip Morris International (PM) | 0.0 | $457k | +4% | 5.0k | 91.63 |
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| salesforce (CRM) | 0.0 | $454k | +6% | 1.5k | 301.18 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $450k | 10k | 43.36 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $446k | 5.3k | 84.09 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $439k | -2% | 3.3k | 131.37 |
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| Lowe's Companies (LOW) | 0.0 | $432k | +6% | 1.7k | 254.73 |
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| TJX Companies (TJX) | 0.0 | $427k | +2% | 4.2k | 101.42 |
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| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $427k | 7.5k | 56.93 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $426k | 1.1k | 399.09 |
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| Nucor Corporation (NUE) | 0.0 | $423k | 2.1k | 197.90 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $422k | -63% | 6.8k | 62.06 |
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| Starbucks Corporation (SBUX) | 0.0 | $418k | 4.6k | 91.39 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $414k | 9.9k | 41.77 |
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| Valero Energy Corporation (VLO) | 0.0 | $399k | -2% | 2.3k | 170.69 |
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| Lennox International (LII) | 0.0 | $397k | 813.00 | 488.76 |
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| Aptar (ATR) | 0.0 | $393k | 2.7k | 143.89 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $393k | +3% | 6.0k | 64.99 |
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| Pfizer (PFE) | 0.0 | $384k | -9% | 14k | 27.75 |
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| Dimensional Etf Trust International (DFSI) | 0.0 | $375k | +15% | 11k | 33.67 |
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| Bristol Myers Squibb (BMY) | 0.0 | $373k | +6% | 6.9k | 54.23 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $370k | NEW | 7.3k | 50.60 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $369k | 3.1k | 121.00 |
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| Applied Materials (AMAT) | 0.0 | $362k | 1.8k | 206.23 |
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| Boeing Company (BA) | 0.0 | $361k | 1.9k | 193.01 |
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| Booking Holdings (BKNG) | 0.0 | $352k | -5% | 97.00 | 3627.89 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $351k | +3% | 695.00 | 504.60 |
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| Mister Car Wash (MCW) | 0.0 | $343k | -15% | 44k | 7.75 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 0.0 | $333k | NEW | 5.6k | 59.13 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $332k | -8% | 6.6k | 50.17 |
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| Cigna Corp (CI) | 0.0 | $332k | -3% | 913.00 | 363.19 |
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| T. Rowe Price (TROW) | 0.0 | $331k | 2.7k | 121.92 |
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| AmerisourceBergen (COR) | 0.0 | $330k | 1.4k | 242.99 |
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| Nextera Energy (NEE) | 0.0 | $330k | 5.2k | 63.91 |
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| Phillips 66 (PSX) | 0.0 | $326k | -4% | 2.0k | 163.34 |
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| Southern Company (SO) | 0.0 | $322k | -4% | 4.5k | 71.74 |
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| Stryker Corporation (SYK) | 0.0 | $322k | 899.00 | 357.87 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $322k | -2% | 2.9k | 110.53 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $321k | +9% | 9.9k | 32.23 |
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| Altria (MO) | 0.0 | $318k | -3% | 7.3k | 43.62 |
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| American Centy Etf Tr Avantis Respon U (AVSU) | 0.0 | $318k | -14% | 5.2k | 61.43 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $314k | +5% | 1.5k | 205.72 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $314k | -5% | 1.5k | 210.30 |
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| Calavo Growers (CVGW) | 0.0 | $310k | -3% | 11k | 27.81 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $303k | 4.3k | 70.01 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $302k | NEW | 6.1k | 49.24 |
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| United Rentals (URI) | 0.0 | $291k | +4% | 404.00 | 721.11 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $290k | -11% | 8.9k | 32.48 |
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| Fortive (FTV) | 0.0 | $290k | 3.4k | 86.02 |
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| Coca-Cola Company (KO) | 0.0 | $288k | 4.7k | 61.18 |
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| Hf Sinclair Corp (DINO) | 0.0 | $281k | 4.7k | 60.37 |
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| Netflix (NFLX) | 0.0 | $281k | 463.00 | 607.33 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $279k | 9.9k | 28.04 |
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| Oneok (OKE) | 0.0 | $274k | NEW | 3.4k | 80.17 |
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| SYSCO Corporation (SYY) | 0.0 | $269k | 3.3k | 81.18 |
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| Chubb (CB) | 0.0 | $269k | 1.0k | 259.13 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $262k | 500.00 | 524.09 |
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| DTE Energy Company (DTE) | 0.0 | $260k | 2.3k | 112.12 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $260k | 12k | 22.37 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $257k | NEW | 9.6k | 26.75 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $256k | NEW | 3.2k | 80.62 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $249k | +10% | 6.2k | 40.27 |
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| Anthem (ELV) | 0.0 | $248k | 478.00 | 518.54 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.0 | $248k | NEW | 7.7k | 32.20 |
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| Wells Fargo & Company (WFC) | 0.0 | $246k | 4.2k | 57.96 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $244k | 3.7k | 65.21 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $242k | NEW | 1.3k | 187.38 |
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| Norfolk Southern (NSC) | 0.0 | $239k | -2% | 939.00 | 254.79 |
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| D.R. Horton (DHI) | 0.0 | $235k | 1.4k | 164.55 |
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| Lam Research Corporation (LRCX) | 0.0 | $229k | NEW | 236.00 | 971.57 |
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| Xcel Energy (XEL) | 0.0 | $226k | 4.2k | 53.75 |
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| Aon Shs Cl A (AON) | 0.0 | $225k | NEW | 675.00 | 333.72 |
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| BlackRock (BLK) | 0.0 | $225k | -7% | 270.00 | 833.74 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $225k | -2% | 2.5k | 88.66 |
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| American Centy Etf Tr Avantis Responsi (AVSE) | 0.0 | $221k | 4.5k | 49.06 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $221k | NEW | 638.00 | 346.61 |
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| Us Bancorp Del Com New (USB) | 0.0 | $220k | 4.9k | 44.70 |
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| Tractor Supply Company (TSCO) | 0.0 | $219k | NEW | 835.00 | 261.72 |
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| American Electric Power Company (AEP) | 0.0 | $213k | NEW | 2.5k | 86.10 |
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| ConocoPhillips (COP) | 0.0 | $207k | NEW | 1.6k | 127.28 |
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| Copart (CPRT) | 0.0 | $206k | NEW | 3.6k | 57.92 |
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| Waste Management (WM) | 0.0 | $203k | NEW | 950.00 | 213.15 |
|
| Csw Industrials (CSWI) | 0.0 | $202k | NEW | 862.00 | 234.60 |
|
| Analog Devices (ADI) | 0.0 | $202k | 1.0k | 197.79 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $202k | NEW | 179.00 | 1128.88 |
|
| Ford Motor Company (F) | 0.0 | $162k | -4% | 12k | 13.28 |
|
| Tegna (TGNA) | 0.0 | $149k | 10k | 14.94 |
|
|
| DNP Select Income Fund (DNP) | 0.0 | $103k | 11k | 9.07 |
|
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $100k | 11k | 9.01 |
|
|
| Accelerate Diagnostics Com New (AXDX) | 0.0 | $58k | 59k | 0.99 |
|
|
| The Real Brokerage Com New (REAX) | 0.0 | $49k | NEW | 16k | 3.12 |
|
| Clear Channel Outdoor Holdings (CCO) | 0.0 | $47k | 29k | 1.65 |
|
|
| Ring Energy (REI) | 0.0 | $26k | +11% | 13k | 1.96 |
|
Past Filings by TCI Wealth Advisors
SEC 13F filings are viewable for TCI Wealth Advisors going back to 2013
- TCI Wealth Advisors 2024 Q1 filed May 7, 2024
- TCI Wealth Advisors 2023 Q4 filed Feb. 6, 2024
- TCI Wealth Advisors 2023 Q3 filed Oct. 31, 2023
- TCI Wealth Advisors 2023 Q2 filed Aug. 4, 2023
- TCI Wealth Advisors 2023 Q1 filed May 3, 2023
- TCI Wealth Advisors 2022 Q4 filed Feb. 7, 2023
- TCI Wealth Advisors 2022 Q3 filed Nov. 8, 2022
- TCI Wealth Advisors 2022 Q2 filed July 19, 2022
- TCI Wealth Advisors 2022 Q1 filed April 29, 2022
- TCI Wealth Advisors 2021 Q4 filed Jan. 24, 2022
- TCI Wealth Advisors 2021 Q3 filed Oct. 29, 2021
- TCI Wealth Advisors 2021 Q2 filed Aug. 2, 2021
- TCI Wealth Advisors 2021 Q1 filed April 29, 2021
- TCI Wealth Advisors 2020 Q4 filed Jan. 21, 2021
- TCI Wealth Advisors 2020 Q3 filed Oct. 20, 2020
- TCI Wealth Advisors 2020 Q2 filed July 20, 2020