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 45.17% of TCI Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DFAE (+$6.8M), DFAS (+$6.2M), DFIS (+$5.2M), DFGR (+$5.2M), DFAC, DUHP, DFUS, DIHP, DFUV, AVUV.
- Started 27 new stock positions in JNK, TT, IVE, AON, AEP, MUB, CTVA, CARR, COP, CEG.
- Reduced shares in these 10 stocks: CLX, WWD, ABT, DFAT, VTEB, TFLO, DFGP, BRK.B, OKE, LRCX.
- Sold out of its positions in CX, MTUM, LRCX, OKE, VTEB.
- TCI Wealth Advisors was a net buyer of stock by $57M.
- TCI Wealth Advisors has $1.2B in assets under management (AUM), dropping by 11.91%.
- Central Index Key (CIK): 0001583751
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Portfolio Holdings for TCI Wealth Advisors
TCI Wealth Advisors holds 243 positions in its portfolio as reported in the September 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) | 12.9 | $153M | +4% | 2.4M | 64.86 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 12.4 | $147M | +2% | 2.4M | 62.20 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 7.9 | $94M | +3% | 2.2M | 41.69 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 6.5 | $77M | +3% | 798k | 95.95 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 5.6 | $66M | +7% | 1.9M | 34.29 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 4.2 | $50M | +5% | 1.3M | 38.08 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 3.8 | $45M | +3% | 633k | 70.67 |
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| Apple (AAPL) | 2.8 | $34M | +2% | 144k | 233.00 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 2.8 | $33M | +18% | 1.2M | 28.86 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 2.5 | $30M | +21% | 1.1M | 26.83 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.4 | $28M | 508k | 55.63 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.1 | $25M | +37% | 897k | 27.41 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 2.1 | $25M | +9% | 910k | 27.01 |
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| Dimensional Etf Trust Global Core Plus (DFGP) | 2.0 | $23M | 423k | 55.10 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.9 | $22M | 217k | 101.27 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 1.7 | $21M | +22% | 601k | 34.07 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.5 | $17M | 268k | 64.60 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 1.4 | $16M | +22% | 591k | 27.70 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $15M | 54k | 283.16 |
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| Microsoft Corporation (MSFT) | 1.3 | $15M | 35k | 430.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $9.3M | -3% | 20k | 460.26 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.8 | $9.2M | +3% | 137k | 67.03 |
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| Amazon (AMZN) | 0.7 | $8.5M | +2% | 46k | 186.33 |
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| Eli Lilly & Co. (LLY) | 0.6 | $7.3M | 8.2k | 885.97 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $6.9M | 12k | 576.81 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $6.8M | 58k | 117.22 |
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| NVIDIA Corporation (NVDA) | 0.5 | $6.4M | +7% | 52k | 121.44 |
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| Johnson & Johnson (JNJ) | 0.5 | $6.3M | 39k | 162.06 |
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| Caterpillar (CAT) | 0.5 | $6.1M | 16k | 391.11 |
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| McDonald's Corporation (MCD) | 0.5 | $5.9M | 19k | 304.51 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $5.5M | 9.7k | 573.78 |
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| Costco Wholesale Corporation (COST) | 0.4 | $5.1M | 5.8k | 886.58 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $4.6M | +9% | 144k | 31.78 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $4.3M | -4% | 24k | 179.30 |
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| Chevron Corporation (CVX) | 0.4 | $4.2M | 29k | 147.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $4.2M | 25k | 167.19 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $3.4M | 16k | 210.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.4M | +7% | 20k | 165.85 |
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| Honeywell International (HON) | 0.3 | $3.3M | 16k | 206.71 |
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| Abbvie (ABBV) | 0.3 | $3.2M | 16k | 197.48 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $2.9M | 20k | 142.28 |
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| Home Depot (HD) | 0.2 | $2.8M | +3% | 6.8k | 405.19 |
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| Procter & Gamble Company (PG) | 0.2 | $2.6M | 15k | 173.20 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.6M | 4.9k | 527.65 |
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| Pepsi (PEP) | 0.2 | $2.5M | 15k | 170.05 |
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| Meta Platforms Cl A (META) | 0.2 | $2.4M | +5% | 4.2k | 572.44 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.2 | $2.3M | +9% | 76k | 30.81 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.3M | +4% | 4.7k | 488.11 |
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| Woodward Governor Company (WWD) | 0.2 | $2.3M | -30% | 13k | 171.51 |
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| Clorox Company (CLX) | 0.2 | $2.2M | -35% | 14k | 162.91 |
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| Danaher Corporation (DHR) | 0.2 | $2.2M | 7.9k | 278.02 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.1M | +9% | 21k | 97.42 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.2 | $1.8M | +14% | 27k | 65.83 |
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| Upstart Hldgs (UPST) | 0.2 | $1.8M | +6% | 45k | 40.01 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $1.8M | 14k | 122.47 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.7M | 7.3k | 237.21 |
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| Tesla Motors (TSLA) | 0.1 | $1.7M | 6.6k | 261.63 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.7M | -9% | 23k | 75.11 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.7M | +9% | 21k | 80.75 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.1 | $1.6M | +65% | 44k | 37.18 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 0.1 | $1.6M | +234% | 25k | 63.46 |
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| SM Energy (SM) | 0.1 | $1.6M | 39k | 39.97 |
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| International Business Machines (IBM) | 0.1 | $1.5M | +8% | 7.0k | 221.08 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.5M | 3.0k | 493.86 |
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| 3M Company (MMM) | 0.1 | $1.5M | -11% | 11k | 136.70 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.4M | 5.9k | 246.46 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.4M | 5.4k | 267.38 |
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| Visa Com Cl A (V) | 0.1 | $1.4M | 5.1k | 274.95 |
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| Illinois Tool Works (ITW) | 0.1 | $1.4M | 5.2k | 262.07 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.4M | 10k | 135.07 |
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| Abbott Laboratories (ABT) | 0.1 | $1.3M | -40% | 11k | 114.01 |
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| American Express Company (AXP) | 0.1 | $1.3M | 4.6k | 271.20 |
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| Verizon Communications (VZ) | 0.1 | $1.2M | +9% | 27k | 44.91 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.2M | -3% | 6.2k | 189.78 |
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| Amgen (AMGN) | 0.1 | $1.2M | -7% | 3.7k | 322.21 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | +2% | 5.6k | 206.58 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.1M | -15% | 14k | 83.63 |
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| Merck & Co (MRK) | 0.1 | $1.1M | 9.8k | 113.56 |
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| At&t (T) | 0.1 | $1.1M | 49k | 22.00 |
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| Qualcomm (QCOM) | 0.1 | $1.1M | +5% | 6.3k | 170.04 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | -6% | 1.8k | 584.56 |
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| Servicenow (NOW) | 0.1 | $1.1M | +8% | 1.2k | 894.39 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.0M | +8% | 13k | 78.69 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.0M | +23% | 16k | 64.81 |
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| UnitedHealth (UNH) | 0.1 | $1.0M | 1.7k | 584.68 |
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| Broadcom (AVGO) | 0.1 | $1.0M | +990% | 5.8k | 172.49 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $996k | +18% | 2.6k | 383.98 |
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| Ge Aerospace Com New (GE) | 0.1 | $937k | +3% | 5.0k | 188.58 |
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| CVS Caremark Corporation (CVS) | 0.1 | $934k | 15k | 62.88 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $923k | 7.6k | 121.16 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $889k | +16% | 5.1k | 174.57 |
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| Oracle Corporation (ORCL) | 0.1 | $838k | +14% | 4.9k | 170.40 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $826k | 6.6k | 125.96 |
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| Dominion Resources (D) | 0.1 | $799k | 14k | 57.79 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $785k | 4.0k | 198.04 |
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| McKesson Corporation (MCK) | 0.1 | $756k | 1.5k | 494.40 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $753k | -31% | 15k | 50.60 |
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| Dimensional Etf Trust International (DFSI) | 0.1 | $737k | +66% | 21k | 35.74 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $735k | +32% | 7.1k | 104.18 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $722k | 1.3k | 569.66 |
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| Zions Bancorporation (ZION) | 0.1 | $703k | 15k | 47.22 |
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| Goldman Sachs (GS) | 0.1 | $688k | 1.4k | 495.11 |
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| W.W. Grainger (GWW) | 0.1 | $676k | 651.00 | 1038.81 |
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| Zscaler Incorporated (ZS) | 0.1 | $674k | -11% | 3.9k | 170.94 |
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| Philip Morris International (PM) | 0.1 | $664k | -4% | 5.5k | 121.39 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $655k | -4% | 1.7k | 375.38 |
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| Bank of America Corporation (BAC) | 0.1 | $652k | -19% | 16k | 39.68 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $639k | 10k | 63.00 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $628k | -5% | 3.1k | 200.79 |
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| Advanced Micro Devices (AMD) | 0.1 | $624k | -8% | 3.8k | 164.07 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $609k | 4.0k | 153.13 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $608k | 3.7k | 162.92 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $604k | -2% | 977.00 | 618.57 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.1 | $601k | 12k | 51.24 |
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| Walt Disney Company (DIS) | 0.1 | $599k | 6.2k | 96.19 |
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| Cisco Systems (CSCO) | 0.0 | $586k | 11k | 53.22 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $570k | +24% | 8.4k | 67.85 |
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| FedEx Corporation (FDX) | 0.0 | $567k | +10% | 2.1k | 273.68 |
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| Cintas Corporation (CTAS) | 0.0 | $562k | +304% | 2.7k | 205.88 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $560k | -20% | 14k | 41.12 |
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| Travelers Companies (TRV) | 0.0 | $550k | 2.4k | 234.12 |
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| Deere & Company (DE) | 0.0 | $537k | -8% | 1.3k | 417.33 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $533k | 1.1k | 491.27 |
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| PPG Industries (PPG) | 0.0 | $532k | 4.0k | 132.46 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $522k | 11k | 47.85 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $521k | +33% | 4.1k | 128.20 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $517k | 6.6k | 78.36 |
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| Pinnacle West Capital Corporation (PNW) | 0.0 | $515k | -30% | 5.8k | 88.59 |
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| TJX Companies (TJX) | 0.0 | $501k | 4.3k | 117.54 |
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| Lennox International (LII) | 0.0 | $496k | 820.00 | 604.29 |
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| Netflix (NFLX) | 0.0 | $489k | +45% | 689.00 | 709.27 |
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| Intel Corporation (INTC) | 0.0 | $485k | -16% | 21k | 23.46 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $483k | 12k | 41.77 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $477k | -2% | 10k | 46.97 |
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| Medtronic SHS (MDT) | 0.0 | $476k | -5% | 5.3k | 90.04 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $468k | 5.3k | 88.14 |
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| Lowe's Companies (LOW) | 0.0 | $466k | 1.7k | 270.85 |
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| Intuit (INTU) | 0.0 | $463k | 746.00 | 621.00 |
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| Starbucks Corporation (SBUX) | 0.0 | $453k | 4.6k | 97.50 |
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| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $446k | 7.4k | 60.58 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $445k | +5% | 1.8k | 243.06 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $444k | +2% | 5.7k | 78.05 |
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| Norfolk Southern (NSC) | 0.0 | $442k | -2% | 1.8k | 248.45 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $442k | +8% | 13k | 33.23 |
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| salesforce (CRM) | 0.0 | $441k | +15% | 1.6k | 273.79 |
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| Pfizer (PFE) | 0.0 | $440k | +3% | 15k | 28.94 |
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| Altria (MO) | 0.0 | $439k | -4% | 8.6k | 51.04 |
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| Aptar (ATR) | 0.0 | $439k | 2.7k | 160.19 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $426k | -20% | 3.6k | 119.69 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.0 | $423k | +54% | 12k | 35.42 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $414k | 4.5k | 91.31 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $413k | +16% | 1.9k | 223.09 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $412k | -8% | 13k | 30.80 |
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| Southern Company (SO) | 0.0 | $395k | 4.4k | 90.18 |
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| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $383k | 8.4k | 45.50 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $380k | NEW | 5.1k | 73.87 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $373k | +8% | 7.1k | 52.81 |
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| Booking Holdings (BKNG) | 0.0 | $371k | 88.00 | 4212.12 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.0 | $371k | -10% | 7.8k | 47.74 |
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| Applied Materials (AMAT) | 0.0 | $370k | +5% | 1.8k | 202.05 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $364k | +3% | 3.1k | 116.97 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $347k | 670.00 | 517.78 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $346k | +5% | 6.7k | 51.50 |
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| American Centy Etf Tr Avantis Respon U (AVSU) | 0.0 | $338k | 5.2k | 65.30 |
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| Coca-Cola Company (KO) | 0.0 | $333k | -4% | 4.6k | 71.86 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $330k | +11% | 563.00 | 586.27 |
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| Stryker Corporation (SYK) | 0.0 | $330k | 913.00 | 361.26 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $326k | -7% | 4.4k | 73.68 |
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| United Rentals (URI) | 0.0 | $322k | 398.00 | 809.73 |
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| Valero Energy Corporation (VLO) | 0.0 | $321k | 2.4k | 135.03 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $321k | -2% | 1.5k | 220.89 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $318k | NEW | 3.2k | 97.79 |
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| Calavo Growers (CVGW) | 0.0 | $317k | 11k | 28.53 |
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| Csw Industrials (CSWI) | 0.0 | $316k | 863.00 | 366.39 |
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| Cigna Corp (CI) | 0.0 | $311k | -3% | 897.00 | 346.44 |
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| Nucor Corporation (NUE) | 0.0 | $311k | -3% | 2.1k | 150.34 |
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| T. Rowe Price (TROW) | 0.0 | $309k | +4% | 2.8k | 108.93 |
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| AmerisourceBergen (COR) | 0.0 | $309k | 1.4k | 225.08 |
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| Chubb (CB) | 0.0 | $307k | 1.1k | 288.39 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $303k | +17% | 4.4k | 69.05 |
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| DTE Energy Company (DTE) | 0.0 | $302k | 2.4k | 128.42 |
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| Ge Vernova (GEV) | 0.0 | $301k | 1.2k | 254.98 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $301k | 9.9k | 30.23 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $298k | -2% | 8.7k | 34.13 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $287k | 2.6k | 111.86 |
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| Mister Car Wash (MCW) | 0.0 | $284k | 44k | 6.51 |
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| D.R. Horton (DHI) | 0.0 | $284k | +4% | 1.5k | 190.77 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $282k | NEW | 3.3k | 84.54 |
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| Bristol Myers Squibb (BMY) | 0.0 | $282k | -19% | 5.4k | 51.74 |
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| Match Group (MTCH) | 0.0 | $281k | -18% | 7.4k | 37.84 |
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| BlackRock (BLK) | 0.0 | $279k | +3% | 294.00 | 949.63 |
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| Xcel Energy (XEL) | 0.0 | $274k | 4.2k | 65.30 |
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| Wells Fargo & Company (WFC) | 0.0 | $274k | +9% | 4.8k | 56.49 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $270k | 9.6k | 28.14 |
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| Phillips 66 (PSX) | 0.0 | $269k | +2% | 2.0k | 131.45 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $269k | -9% | 11k | 25.64 |
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| Fortive (FTV) | 0.0 | $267k | 3.4k | 78.93 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $266k | -11% | 5.2k | 51.54 |
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| Anthem (ELV) | 0.0 | $263k | +5% | 506.00 | 520.00 |
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| SYSCO Corporation (SYY) | 0.0 | $260k | 3.3k | 78.06 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $259k | 6.2k | 41.82 |
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| American Centy Etf Tr Avantis Responsi (AVSE) | 0.0 | $250k | 4.5k | 55.32 |
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| Dupont De Nemours (DD) | 0.0 | $249k | +8% | 2.8k | 89.11 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $248k | NEW | 1.4k | 179.15 |
|
| Constellation Energy (CEG) | 0.0 | $246k | NEW | 947.00 | 259.99 |
|
| Tractor Supply Company (TSCO) | 0.0 | $246k | +5% | 846.00 | 290.93 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $243k | 1.6k | 149.66 |
|
|
| Boeing Company (BA) | 0.0 | $242k | -15% | 1.6k | 152.06 |
|
| Aon Shs Cl A (AON) | 0.0 | $240k | NEW | 694.00 | 345.99 |
|
| Sempra Energy (SRE) | 0.0 | $239k | NEW | 2.9k | 83.63 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $236k | -25% | 2.0k | 115.30 |
|
| Moody's Corporation (MCO) | 0.0 | $235k | 496.00 | 474.59 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $235k | NEW | 3.9k | 60.69 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $229k | NEW | 5.0k | 45.73 |
|
| Linde SHS (LIN) | 0.0 | $228k | NEW | 477.00 | 476.86 |
|
| AFLAC Incorporated (AFL) | 0.0 | $223k | NEW | 2.0k | 111.78 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $223k | NEW | 2.1k | 108.63 |
|
| Ameriprise Financial (AMP) | 0.0 | $220k | NEW | 469.00 | 469.81 |
|
| Leidos Holdings (LDOS) | 0.0 | $219k | NEW | 1.3k | 163.00 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $219k | +6% | 1.3k | 173.67 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $217k | NEW | 613.00 | 353.48 |
|
| Nextera Energy (NEE) | 0.0 | $217k | -49% | 2.6k | 84.53 |
|
| Trane Technologies SHS (TT) | 0.0 | $214k | NEW | 551.00 | 388.73 |
|
| Analog Devices (ADI) | 0.0 | $210k | -11% | 914.00 | 230.17 |
|
| Churchill Downs (CHDN) | 0.0 | $210k | +3% | 1.6k | 135.21 |
|
| American Centy Etf Tr International Lr (AVIV) | 0.0 | $209k | NEW | 3.7k | 56.14 |
|
| Hf Sinclair Corp (DINO) | 0.0 | $208k | 4.7k | 44.57 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $207k | NEW | 1.1k | 197.17 |
|
| Carrier Global Corporation (CARR) | 0.0 | $206k | NEW | 2.6k | 80.49 |
|
| Corteva (CTVA) | 0.0 | $205k | NEW | 3.5k | 58.79 |
|
| American Electric Power Company (AEP) | 0.0 | $202k | NEW | 2.0k | 102.60 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $202k | NEW | 2.5k | 80.37 |
|
| Automatic Data Processing (ADP) | 0.0 | $201k | NEW | 727.00 | 276.73 |
|
| Waste Management (WM) | 0.0 | $201k | 969.00 | 207.60 |
|
|
| Progressive Corporation (PGR) | 0.0 | $201k | NEW | 791.00 | 253.76 |
|
| ConocoPhillips (COP) | 0.0 | $200k | NEW | 1.9k | 105.28 |
|
| Tegna (TGNA) | 0.0 | $164k | 10k | 15.78 |
|
|
| Ford Motor Company (F) | 0.0 | $127k | -7% | 12k | 10.56 |
|
| Accelerate Diagnostics Com New (AXDX) | 0.0 | $95k | -5% | 56k | 1.71 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $90k | NEW | 11k | 8.25 |
|
| The Real Brokerage Com New (REAX) | 0.0 | $87k | 16k | 5.55 |
|
|
| Clear Channel Outdoor Holdings (CCO) | 0.0 | $46k | 29k | 1.60 |
|
|
| Ring Energy (REI) | 0.0 | $18k | NEW | 11k | 1.60 |
|
Past Filings by TCI Wealth Advisors
SEC 13F filings are viewable for TCI Wealth Advisors going back to 2013
- TCI Wealth Advisors 2024 Q3 filed Oct. 24, 2024
- TCI Wealth Advisors 2024 Q2 filed July 30, 2024
- 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