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 45.62% of TCI Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DFAE (+$5.5M), DFGR, DFIS, DUHP, DFAS, DIHP, DFAC, DFIV, DFSD, DFUV.
- Started 4 new stock positions in BK, QTUM, BLK, ISCF.
- Reduced shares in these 10 stocks: DFUS, GOOG, UPST, ZS, AAPL, CLX, DFAT, , ELV, TSLA.
- Sold out of its positions in AFL, AVIV, AEP, ADI, ELV, BlackRock, CARR, CEG, CTVA, DD. F, DINO, LDOS, PGR, SCHV, WBD, WM, ZS, ACN, LIN.
- TCI Wealth Advisors was a net buyer of stock by $29M.
- TCI Wealth Advisors has $1.2B in assets under management (AUM), dropping by 0.90%.
- Central Index Key (CIK): 0001583751
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Portfolio Holdings for TCI Wealth Advisors
TCI Wealth Advisors holds 227 positions in its portfolio as reported in the December 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) | 13.1 | $156M | +2% | 2.4M | 65.08 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 12.5 | $149M | 2.3M | 63.75 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 7.8 | $94M | 2.3M | 40.92 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 6.5 | $78M | 803k | 96.53 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 5.8 | $69M | +3% | 2.0M | 34.59 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 4.1 | $49M | +4% | 1.4M | 35.48 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 3.5 | $42M | +2% | 649k | 65.08 |
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| Apple (AAPL) | 3.0 | $36M | 142k | 250.42 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 2.9 | $34M | +16% | 1.3M | 25.54 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 2.7 | $32M | +17% | 1.3M | 24.55 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.4 | $28M | +24% | 1.1M | 25.37 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.3 | $28M | 500k | 55.66 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 2.0 | $24M | +19% | 718k | 33.79 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 2.0 | $24M | +5% | 956k | 24.86 |
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| Dimensional Etf Trust Global Core Plus (DFGP) | 1.9 | $23M | +4% | 440k | 52.83 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.8 | $22M | +3% | 225k | 96.90 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 1.5 | $18M | +21% | 718k | 25.23 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.3 | $16M | 271k | 58.79 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $16M | 54k | 289.81 |
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| Microsoft Corporation (MSFT) | 1.2 | $15M | 35k | 421.50 |
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| Amazon (AMZN) | 0.8 | $9.9M | 45k | 219.39 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $9.0M | -2% | 20k | 453.28 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.7 | $8.8M | +4% | 143k | 61.37 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $6.9M | 12k | 588.66 |
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| NVIDIA Corporation (NVDA) | 0.6 | $6.8M | -3% | 51k | 134.29 |
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| Eli Lilly & Co. (LLY) | 0.5 | $6.4M | 8.2k | 772.03 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $6.2M | 58k | 107.57 |
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| McDonald's Corporation (MCD) | 0.5 | $5.7M | 20k | 289.89 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $5.7M | 9.6k | 586.10 |
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| Johnson & Johnson (JNJ) | 0.5 | $5.5M | -2% | 38k | 144.62 |
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| Caterpillar (CAT) | 0.5 | $5.5M | -3% | 15k | 362.76 |
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| Costco Wholesale Corporation (COST) | 0.4 | $5.4M | 5.9k | 916.28 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $4.6M | +9% | 157k | 29.20 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $4.2M | -2% | 24k | 178.08 |
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| Chevron Corporation (CVX) | 0.3 | $4.2M | 29k | 144.84 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $3.8M | -2% | 16k | 239.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.8M | -20% | 20k | 190.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.7M | -2% | 20k | 189.30 |
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| Honeywell International (HON) | 0.3 | $3.6M | 16k | 225.90 |
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| Abbvie (ABBV) | 0.2 | $2.9M | 16k | 177.70 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $2.6M | 20k | 131.04 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.6M | 4.9k | 538.81 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.2 | $2.6M | +14% | 87k | 30.03 |
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| Home Depot (HD) | 0.2 | $2.6M | -3% | 6.6k | 389.00 |
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| Procter & Gamble Company (PG) | 0.2 | $2.5M | 15k | 167.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.5M | +3% | 4.8k | 511.26 |
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| Tesla Motors (TSLA) | 0.2 | $2.4M | -9% | 6.0k | 403.85 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.2 | $2.4M | +554% | 51k | 46.88 |
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| Meta Platforms Cl A (META) | 0.2 | $2.4M | -3% | 4.1k | 585.51 |
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| Pepsi (PEP) | 0.2 | $2.2M | -2% | 15k | 152.06 |
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| Woodward Governor Company (WWD) | 0.2 | $2.2M | 13k | 166.42 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 0.2 | $2.1M | +32% | 34k | 62.46 |
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| Upstart Hldgs (UPST) | 0.2 | $1.9M | -30% | 31k | 61.57 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.9M | 21k | 89.08 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.2 | $1.9M | +14% | 50k | 37.90 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.9M | 21k | 90.35 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.2 | $1.8M | 27k | 66.77 |
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| Danaher Corporation (DHR) | 0.1 | $1.8M | -2% | 7.7k | 229.55 |
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| Clorox Company (CLX) | 0.1 | $1.7M | -22% | 11k | 162.41 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.6M | -7% | 6.8k | 240.29 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.6M | 22k | 71.91 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $1.6M | -9% | 13k | 121.31 |
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| Visa Com Cl A (V) | 0.1 | $1.5M | -4% | 4.9k | 316.04 |
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| International Business Machines (IBM) | 0.1 | $1.5M | 6.9k | 219.83 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.5M | 5.4k | 280.07 |
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| SM Energy (SM) | 0.1 | $1.5M | 39k | 38.76 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.5M | -7% | 2.8k | 526.66 |
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| American Express Company (AXP) | 0.1 | $1.4M | 4.6k | 296.79 |
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| 3M Company (MMM) | 0.1 | $1.4M | 11k | 129.09 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.3M | 5.9k | 228.05 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.3M | 10k | 131.29 |
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| Illinois Tool Works (ITW) | 0.1 | $1.3M | 5.2k | 253.56 |
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| Broadcom (AVGO) | 0.1 | $1.2M | -8% | 5.3k | 231.83 |
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| Abbott Laboratories (ABT) | 0.1 | $1.2M | -5% | 11k | 113.11 |
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| At&t (T) | 0.1 | $1.2M | +2% | 51k | 22.77 |
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| Servicenow (NOW) | 0.1 | $1.1M | -10% | 1.1k | 1060.12 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.1M | -8% | 5.7k | 185.11 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.0M | 5.6k | 187.52 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.0M | 14k | 75.61 |
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| Verizon Communications (VZ) | 0.1 | $1.0M | -5% | 26k | 39.99 |
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| Merck & Co (MRK) | 0.1 | $1.0M | +4% | 10k | 99.48 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $998k | -14% | 14k | 74.01 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $983k | -7% | 2.4k | 410.50 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $942k | -8% | 12k | 77.27 |
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| Qualcomm (QCOM) | 0.1 | $942k | -3% | 6.1k | 153.61 |
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| Amgen (AMGN) | 0.1 | $922k | -3% | 3.5k | 260.64 |
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| McKesson Corporation (MCK) | 0.1 | $873k | 1.5k | 570.01 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $841k | -4% | 7.3k | 115.73 |
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| Zions Bancorporation (ZION) | 0.1 | $807k | 15k | 54.25 |
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| Ge Aerospace Com New (GE) | 0.1 | $799k | -3% | 4.8k | 166.80 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $797k | +2% | 4.1k | 195.81 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $781k | +297% | 28k | 27.87 |
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| Goldman Sachs (GS) | 0.1 | $777k | -2% | 1.4k | 572.62 |
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| UnitedHealth (UNH) | 0.1 | $767k | -12% | 1.5k | 505.86 |
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| Dominion Resources (D) | 0.1 | $758k | 14k | 53.86 |
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| Oracle Corporation (ORCL) | 0.1 | $757k | -7% | 4.5k | 166.64 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $732k | -15% | 4.3k | 169.31 |
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| Dimensional Etf Trust International (DFSI) | 0.1 | $731k | +7% | 22k | 32.85 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $728k | -18% | 1.5k | 485.94 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $722k | 1.3k | 569.58 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $721k | -3% | 14k | 50.47 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $711k | -5% | 6.2k | 114.48 |
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| Bank of America Corporation (BAC) | 0.1 | $706k | -2% | 16k | 43.95 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $686k | -2% | 1.7k | 401.58 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $686k | 4.0k | 172.41 |
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| W.W. Grainger (GWW) | 0.1 | $685k | 650.00 | 1054.05 |
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| Cisco Systems (CSCO) | 0.1 | $665k | 11k | 59.20 |
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| CVS Caremark Corporation (CVS) | 0.1 | $662k | 15k | 44.89 |
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| Walt Disney Company (DIS) | 0.1 | $654k | -5% | 5.9k | 111.35 |
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| Philip Morris International (PM) | 0.1 | $642k | -2% | 5.3k | 120.35 |
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| Netflix (NFLX) | 0.1 | $624k | 700.00 | 891.32 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $593k | 12k | 50.50 |
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| FedEx Corporation (FDX) | 0.0 | $589k | 2.1k | 281.33 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $582k | 10k | 57.41 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $571k | 1.1k | 521.96 |
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| Travelers Companies (TRV) | 0.0 | $561k | 2.3k | 240.89 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $549k | -11% | 2.8k | 198.16 |
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| salesforce (CRM) | 0.0 | $545k | 1.6k | 334.28 |
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| Deere & Company (DE) | 0.0 | $539k | 1.3k | 423.70 |
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| Pfizer (PFE) | 0.0 | $523k | +29% | 20k | 26.53 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $519k | 3.7k | 139.49 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $516k | +25% | 17k | 30.78 |
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| TJX Companies (TJX) | 0.0 | $510k | 4.2k | 120.81 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $507k | +2% | 6.8k | 74.73 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $501k | +4% | 11k | 44.04 |
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| Lennox International (LII) | 0.0 | $498k | 818.00 | 609.30 |
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| Cintas Corporation (CTAS) | 0.0 | $492k | 2.7k | 182.70 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $477k | +89% | 26k | 18.50 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $472k | -7% | 907.00 | 520.23 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $470k | 10k | 46.29 |
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| PPG Industries (PPG) | 0.0 | $465k | -3% | 3.9k | 119.45 |
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| Pinnacle West Capital Corporation (PNW) | 0.0 | $462k | -6% | 5.5k | 84.77 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $445k | -5% | 5.0k | 88.40 |
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| Altria (MO) | 0.0 | $443k | 8.5k | 52.29 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $439k | +5% | 14k | 31.44 |
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| Aptar (ATR) | 0.0 | $431k | 2.7k | 157.10 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $428k | +2% | 3.6k | 117.47 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $427k | -3% | 1.8k | 242.13 |
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| Medtronic SHS (MDT) | 0.0 | $427k | 5.3k | 79.88 |
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| Booking Holdings (BKNG) | 0.0 | $422k | -3% | 85.00 | 4968.42 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.0 | $420k | +6% | 13k | 33.13 |
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| Norfolk Southern (NSC) | 0.0 | $418k | 1.8k | 234.76 |
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| Advanced Micro Devices (AMD) | 0.0 | $413k | -10% | 3.4k | 120.78 |
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| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $410k | 7.4k | 55.68 |
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| Ishares Tr International Sl (ISCF) | 0.0 | $407k | NEW | 13k | 32.28 |
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| Starbucks Corporation (SBUX) | 0.0 | $403k | -4% | 4.4k | 91.26 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $403k | 4.5k | 88.79 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $399k | -23% | 3.1k | 127.60 |
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| Intuit (INTU) | 0.0 | $392k | -16% | 624.00 | 628.50 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $391k | +5% | 5.4k | 72.37 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $385k | -3% | 5.5k | 70.28 |
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| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $381k | 8.4k | 45.23 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $379k | -12% | 10k | 37.53 |
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| Ge Vernova (GEV) | 0.0 | $369k | -5% | 1.1k | 328.93 |
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| Southern Company (SO) | 0.0 | $360k | 4.4k | 82.32 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $350k | +101% | 14k | 25.86 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $349k | +3% | 7.3k | 47.82 |
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| Lowe's Companies (LOW) | 0.0 | $348k | -18% | 1.4k | 246.80 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $343k | +6% | 1.6k | 220.91 |
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| American Centy Etf Tr Avantis Respon U (AVSU) | 0.0 | $342k | 5.2k | 66.12 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $341k | -4% | 3.0k | 115.22 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $337k | -14% | 1.6k | 212.41 |
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| Intel Corporation (INTC) | 0.0 | $329k | -20% | 16k | 20.05 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $328k | -6% | 528.00 | 621.52 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $326k | +67% | 14k | 23.18 |
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| Stryker Corporation (SYK) | 0.0 | $321k | -2% | 892.00 | 360.05 |
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| Coca-Cola Company (KO) | 0.0 | $318k | +10% | 5.1k | 62.26 |
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| Mister Car Wash (MCW) | 0.0 | $318k | 44k | 7.29 |
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| Bristol Myers Squibb (BMY) | 0.0 | $315k | +2% | 5.6k | 56.56 |
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| Wells Fargo & Company (WFC) | 0.0 | $312k | -8% | 4.4k | 70.23 |
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| Csw Industrials (CSWI) | 0.0 | $305k | 863.00 | 352.80 |
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| AmerisourceBergen (COR) | 0.0 | $297k | -3% | 1.3k | 224.68 |
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| Xcel Energy (XEL) | 0.0 | $291k | +2% | 4.3k | 67.52 |
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| Valero Energy Corporation (VLO) | 0.0 | $291k | 2.4k | 122.59 |
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| DTE Energy Company (DTE) | 0.0 | $284k | 2.4k | 120.73 |
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| T. Rowe Price (TROW) | 0.0 | $284k | -11% | 2.5k | 113.09 |
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| Us Bancorp Del Com New (USB) | 0.0 | $280k | +16% | 5.8k | 47.83 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $279k | -10% | 2.9k | 95.47 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $278k | -6% | 625.00 | 444.68 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $276k | 4.4k | 62.95 |
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| Blackrock (BLK) | 0.0 | $275k | NEW | 268.00 | 1025.29 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $273k | +12% | 12k | 23.27 |
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| Boeing Company (BA) | 0.0 | $271k | -3% | 1.5k | 177.02 |
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| Calavo Growers (CVGW) | 0.0 | $270k | -4% | 11k | 25.50 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $270k | 8.7k | 30.98 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $269k | +8% | 1.4k | 197.49 |
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| United Rentals (URI) | 0.0 | $266k | -5% | 377.00 | 704.44 |
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| Chubb (CB) | 0.0 | $263k | -10% | 950.00 | 276.30 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $261k | 2.6k | 101.85 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $259k | 6.2k | 42.05 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $256k | 5.2k | 49.41 |
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| Applied Materials (AMAT) | 0.0 | $253k | -15% | 1.6k | 162.63 |
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| SYSCO Corporation (SYY) | 0.0 | $252k | 3.3k | 76.46 |
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| Nucor Corporation (NUE) | 0.0 | $252k | +4% | 2.2k | 116.71 |
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| Ameriprise Financial (AMP) | 0.0 | $250k | 469.00 | 532.43 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $249k | 9.6k | 25.84 |
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| Etf Ser Solutions Defiance Quantum (QTUM) | 0.0 | $244k | NEW | 3.0k | 81.15 |
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| Fortive (FTV) | 0.0 | $244k | -3% | 3.3k | 75.00 |
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| Match Group (MTCH) | 0.0 | $243k | 7.4k | 32.71 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $240k | +163% | 8.8k | 27.32 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $236k | 1.6k | 145.38 |
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| Cigna Corp (CI) | 0.0 | $236k | -4% | 854.00 | 276.14 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $236k | -10% | 3.9k | 59.74 |
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| Moody's Corporation (MCO) | 0.0 | $233k | 493.00 | 473.37 |
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| Alliant Energy Corporation (LNT) | 0.0 | $229k | 3.9k | 59.14 |
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| American Centy Etf Tr Avantis Responsi (AVSE) | 0.0 | $228k | 4.5k | 50.43 |
|
|
| Phillips 66 (PSX) | 0.0 | $227k | -2% | 2.0k | 113.93 |
|
| Tractor Supply Company (TSCO) | 0.0 | $224k | +399% | 4.2k | 53.06 |
|
| ConocoPhillips (COP) | 0.0 | $223k | +18% | 2.3k | 99.17 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $220k | 2.0k | 107.74 |
|
|
| Nextera Energy (NEE) | 0.0 | $220k | +19% | 3.1k | 71.69 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $218k | 2.1k | 106.55 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $218k | -20% | 8.0k | 27.38 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $212k | -12% | 1.2k | 175.29 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $210k | +4% | 1.1k | 190.88 |
|
| Aon Shs Cl A (AON) | 0.0 | $208k | -16% | 580.00 | 359.16 |
|
| Automatic Data Processing (ADP) | 0.0 | $208k | -2% | 710.00 | 292.73 |
|
| Sempra Energy (SRE) | 0.0 | $207k | -17% | 2.4k | 87.72 |
|
| D.R. Horton (DHI) | 0.0 | $206k | 1.5k | 139.82 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $204k | NEW | 2.7k | 76.83 |
|
| Trane Technologies SHS (TT) | 0.0 | $203k | 550.00 | 369.35 |
|
|
| Churchill Downs (CHDN) | 0.0 | $201k | -3% | 1.5k | 133.54 |
|
| Tegna (TGNA) | 0.0 | $190k | 10k | 18.29 |
|
|
| The Real Brokerage Com New (REAX) | 0.0 | $72k | 16k | 4.60 |
|
|
| Accelerate Diagnostics Com New (AXDX) | 0.0 | $67k | 56k | 1.20 |
|
|
| Clear Channel Outdoor Holdings (CCO) | 0.0 | $39k | 29k | 1.37 |
|
|
| Ring Energy (REI) | 0.0 | $15k | -5% | 11k | 1.36 |
|
Past Filings by TCI Wealth Advisors
SEC 13F filings are viewable for TCI Wealth Advisors going back to 2013
- TCI Wealth Advisors 2024 Q4 filed Jan. 23, 2025
- 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