TCI Wealth Advisors
Latest statistics and disclosures from TCI Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, VTI, MSFT, IVV, and represent 33.71% of TCI Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$33M), TSLA, GOOGL, NOW, ABBV, ADBE, FB, AMD, NVDA, NFLX.
- Started 186 new stock positions in RPRX, NWBI, FMTX, CRS, TRTN, AWR, CRI, COLB, MMI, ARCH.
- Reduced shares in these 10 stocks: AMZN, BABA, VEEV, DIA, SPY, BKNG, SE, DVY, VNQ, BAND.
- Sold out of its positions in Actinium Pharmaceuticals, AB, BUD, AWI, AVTR, SAN, CBOE, CSGS, CRCQQ, CSU.
- TCI Wealth Advisors was a net buyer of stock by $30M.
- TCI Wealth Advisors has $253M in assets under management (AUM), dropping by 8.18%.
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Portfolio Holdings for TCI Wealth Advisors
Companies in the TCI Wealth Advisors portfolio as of the September 2020 quarterly 13F filing
TCI Wealth Advisors has 1615 total positions. Only the first 250 positions are shown.
- Sign up to view all of the TCI Wealth Advisors Sept. 30, 2020 positions
- Download the TCI Wealth Advisors September 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Call Option (AAPL) | 17.3 | $44M | +302% | 378k | 115.75 | |
| Amazon Call Option (AMZN) | 5.2 | $13M | -7% | 4.2k | 3150.00 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.2 | $11M | 62k | 170.32 | ||
| Microsoft Corporation (MSFT) | 3.7 | $9.5M | 45k | 210.33 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $8.3M | 25k | 336.07 | ||
| Johnson & Johnson (JNJ) | 2.8 | $7.1M | -2% | 48k | 148.89 | |
| McDonald's Corporation (MCD) | 2.1 | $5.4M | 25k | 219.48 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $3.6M | 17k | 212.96 | ||
| Alphabet Cap Stk Cl A Call Option (GOOGL) | 1.4 | $3.5M | +23% | 2.4k | 1465.00 | |
| Honeywell International (HON) | 1.3 | $3.2M | 19k | 164.60 | ||
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $3.2M | 2.1k | 1469.49 | ||
| Kimberly-Clark Corporation (KMB) | 1.2 | $3.1M | 21k | 147.65 | ||
| 3M Company (MMM) | 1.2 | $3.0M | 19k | 160.16 | ||
| Costco Wholesale Corporation (COST) | 1.2 | $2.9M | 8.2k | 354.98 | ||
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| JPMorgan Chase & Co. (JPM) | 1.1 | $2.8M | 29k | 96.27 | ||
| Home Depot (HD) | 1.1 | $2.7M | 9.7k | 277.74 | ||
| International Business Machines (IBM) | 1.0 | $2.5M | 21k | 121.66 | ||
| Amgen (AMGN) | 1.0 | $2.5M | 9.9k | 254.16 | ||
| Pfizer (PFE) | 1.0 | $2.4M | 66k | 36.71 | ||
| Caterpillar (CAT) | 0.9 | $2.4M | 16k | 149.14 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $2.3M | -8% | 37k | 63.66 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $2.3M | -12% | 6.9k | 334.93 | |
| Chevron Corporation (CVX) | 0.9 | $2.3M | -3% | 31k | 72.00 | |
| Abbott Laboratories (ABT) | 0.9 | $2.2M | +4% | 21k | 108.84 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $2.2M | 64k | 34.33 | ||
| Eli Lilly & Co. (LLY) | 0.8 | $2.1M | -2% | 15k | 148.05 | |
| Abbvie Call Option (ABBV) | 0.8 | $2.1M | +30% | 24k | 87.60 | |
| Pepsi (PEP) | 0.8 | $2.0M | 14k | 138.63 | ||
| Intuit (INTU) | 0.7 | $1.8M | 5.5k | 326.15 | ||
| Verizon Communications (VZ) | 0.7 | $1.7M | 29k | 59.50 | ||
| Intel Corporation (INTC) | 0.7 | $1.7M | -3% | 32k | 51.77 | |
| Zscaler Incorporated (ZS) | 0.6 | $1.6M | -9% | 11k | 140.69 | |
| Lowe's Companies (LOW) | 0.6 | $1.6M | +11% | 9.5k | 165.90 | |
| Woodward Governor Company (WWD) | 0.6 | $1.5M | 19k | 80.14 | ||
| Biogen Idec (BIIB) | 0.6 | $1.5M | 5.4k | 283.75 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $1.5M | -16% | 19k | 78.98 | |
| Danaher Corporation (DHR) | 0.6 | $1.5M | 7.0k | 215.36 | ||
| AmerisourceBergen (ABC) | 0.6 | $1.5M | 15k | 96.90 | ||
| Procter & Gamble Company (PG) | 0.6 | $1.5M | 11k | 138.99 | ||
| At&t (T) | 0.6 | $1.5M | -3% | 51k | 28.50 | |
| Zions Bancorporation (ZION) | 0.5 | $1.4M | 47k | 29.23 | ||
| Bristol Myers Squibb (BMY) | 0.5 | $1.2M | 21k | 60.28 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $1.2M | 5.7k | 215.00 | ||
| Lockheed Martin Corporation (LMT) | 0.5 | $1.2M | +27% | 3.2k | 383.43 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $1.2M | -4% | 10k | 118.11 | |
| Dominion Resources (D) | 0.5 | $1.2M | -2% | 15k | 78.95 | |
| Calavo Growers (CVGW) | 0.5 | $1.2M | 18k | 66.26 | ||
| Ishares Tr Select Divid Etf (DVY) | 0.5 | $1.2M | -20% | 15k | 81.57 | |
| CVS Caremark Corporation (CVS) | 0.5 | $1.2M | 20k | 58.40 | ||
| Comcast Corp Cl A (CMCSA) | 0.5 | $1.2M | 25k | 46.26 | ||
| Wal-Mart Stores (WMT) | 0.5 | $1.1M | -3% | 8.2k | 139.95 | |
| Union Pacific Corporation (UNP) | 0.5 | $1.1M | 5.8k | 196.79 | ||
| Disney Walt Com Disney (DIS) | 0.4 | $1.1M | -3% | 9.0k | 124.04 | |
| Illinois Tool Works (ITW) | 0.4 | $1.1M | 5.5k | 193.26 | ||
| Merck & Co (MRK) | 0.4 | $1.0M | -3% | 12k | 82.92 | |
| Facebook Cl A Call Option (FB) | 0.4 | $1.0M | +69% | 3.8k | 262.00 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $921k | 6.0k | 153.81 | ||
| Adobe Systems Incorporated Call Option (ADBE) | 0.3 | $807k | +149% | 1.6k | 490.00 | |
| Tesla Motors (TSLA) | 0.3 | $789k | +547% | 1.8k | 429.04 | |
| Boeing Company (BA) | 0.3 | $779k | -15% | 4.7k | 165.18 | |
| Pure Storage Cl A (PSTG) | 0.3 | $773k | 50k | 15.39 | ||
| Yum! Brands (YUM) | 0.3 | $764k | 8.4k | 91.29 | ||
| Qualcomm (QCOM) | 0.3 | $763k | 6.5k | 117.75 | ||
| Pinnacle West Capital Corporation (PNW) | 0.3 | $738k | +13% | 9.9k | 74.59 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $736k | -2% | 7.0k | 105.29 | |
| Medtronic SHS (MDT) | 0.3 | $726k | +7% | 7.0k | 103.95 | |
| Visa Com Cl A (V) | 0.3 | $686k | -4% | 3.4k | 199.88 | |
| NVIDIA Corporation Call Option (NVDA) | 0.3 | $668k | +91% | 1.2k | 541.67 | |
| Servicenow (NOW) | 0.3 | $652k | +346% | 1.3k | 485.12 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $642k | +2% | 2.1k | 307.62 | |
| Vaneck Vectors Etf Tr Pfd Secs Ex Finl (PFXF) | 0.2 | $608k | 32k | 19.18 | ||
| Accelr8 Technology (AXDX) | 0.2 | $593k | 56k | 10.67 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $593k | +16% | 2.1k | 277.75 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $587k | +78% | 16k | 36.23 | |
| Starbucks Corporation (SBUX) | 0.2 | $587k | 6.8k | 85.96 | ||
| Quidel Corporation Call Option (QDEL) | 0.2 | $570k | +29% | 2.6k | 219.23 | |
| FedEx Corporation (FDX) | 0.2 | $556k | -20% | 2.2k | 251.36 | |
| Cisco Systems (CSCO) | 0.2 | $551k | -7% | 14k | 39.39 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $543k | 1.6k | 337.90 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $532k | 11k | 50.42 | ||
| Advanced Micro Devices Call Option (AMD) | 0.2 | $531k | +160% | 6.5k | 82.00 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $528k | -7% | 2.4k | 216.84 | |
| Bank of America Corporation (BAC) | 0.2 | $516k | +14% | 21k | 24.10 | |
| Glaxosmithkline Sponsored Adr (GSK) | 0.2 | $500k | -2% | 13k | 37.61 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $490k | 3.4k | 142.86 | ||
| Zimmer Holdings (ZBH) | 0.2 | $477k | 3.5k | 136.25 | ||
| Audioeye Com New (AEYE) | 0.2 | $472k | +22% | 32k | 14.58 | |
| PPG Industries (PPG) | 0.2 | $472k | 3.9k | 121.96 | ||
| Altria (MO) | 0.2 | $462k | -5% | 12k | 38.62 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $461k | -25% | 5.2k | 88.23 | |
| Philip Morris International (PM) | 0.2 | $459k | -9% | 6.1k | 74.96 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $456k | 5.7k | 80.67 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $455k | -6% | 4.4k | 104.57 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $451k | 3.9k | 115.17 | ||
| American Express Company (AXP) | 0.2 | $442k | 4.4k | 100.18 | ||
| General Mills (GIS) | 0.2 | $425k | -13% | 6.9k | 61.70 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $419k | -11% | 3.8k | 110.73 | |
| Yum China Holdings (YUMC) | 0.2 | $419k | 7.9k | 52.98 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $395k | 3.1k | 128.75 | ||
| Netflix Call Option (NFLX) | 0.2 | $384k | +351% | 767.00 | 500.00 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $377k | 6.5k | 57.58 | ||
| Mondelez Intl Cl A (MDLZ) | 0.1 | $375k | 6.5k | 57.44 | ||
| Zoom Video Communications In Cl A Call Option (ZM) | 0.1 | $375k | -32% | 797.00 | 470.00 | |
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $370k | -3% | 12k | 30.38 | |
| Snap-on Incorporated (SNA) | 0.1 | $354k | 2.4k | 146.95 | ||
| Bandwidth Com Cl A Call Option (BAND) | 0.1 | $352k | -42% | 2.0k | 174.50 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $351k | +4% | 9.6k | 36.49 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $347k | +5% | 1.5k | 227.39 | |
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.1 | $335k | 5.6k | 59.89 | ||
| salesforce (CRM) | 0.1 | $332k | -16% | 1.3k | 251.32 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $325k | +37% | 1.8k | 177.11 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $324k | -2% | 7.5k | 43.23 | |
| Oracle Corporation (ORCL) | 0.1 | $314k | 5.3k | 59.61 | ||
| American Electric Power Company (AEP) | 0.1 | $311k | +69% | 3.8k | 81.78 | |
| Glacier Ban (GBCI) | 0.1 | $311k | -17% | 9.7k | 32.04 | |
| Aptar (ATR) | 0.1 | $309k | 2.7k | 113.27 | ||
| T. Rowe Price (TROW) | 0.1 | $308k | 2.4k | 128.12 | ||
| Walgreen Boots Alliance (WBA) | 0.1 | $300k | -5% | 8.3k | 35.98 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $295k | -4% | 2.0k | 149.97 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $291k | 466.00 | 624.46 | ||
| Thermo Fisher Scientific (TMO) | 0.1 | $291k | -2% | 659.00 | 441.58 | |
| Deere & Company (DE) | 0.1 | $288k | 1.3k | 221.88 | ||
| Xcel Energy (XEL) | 0.1 | $287k | 4.2k | 68.89 | ||
| UnitedHealth (UNH) | 0.1 | $285k | 913.00 | 312.16 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $282k | 6.9k | 40.95 | ||
| Travelers Companies (TRV) | 0.1 | $282k | 2.6k | 108.34 | ||
| E M X Royalty Corpor small blend (EMX) | 0.1 | $280k | 106k | 2.63 | ||
| Norfolk Southern (NSC) | 0.1 | $272k | 1.3k | 214.00 | ||
| McKesson Corporation (MCK) | 0.1 | $263k | 1.8k | 149.09 | ||
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $259k | 18k | 14.73 | ||
| Us Bancorp Del Com New (USB) | 0.1 | $249k | 6.9k | 35.92 | ||
| Southern Company (SO) | 0.1 | $249k | +2% | 4.6k | 54.22 | |
| Paypal Holdings (PYPL) | 0.1 | $240k | -7% | 1.2k | 197.21 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $234k | 9.4k | 24.90 | ||
| stock Call Option (SPLK) | 0.1 | $226k | -20% | 1.2k | 188.33 | |
| Lennox International (LII) | 0.1 | $225k | 827.00 | 272.07 | ||
| Dupont De Nemours (DD) | 0.1 | $223k | 4.0k | 55.42 | ||
| Choice Hotels International (CHH) | 0.1 | $221k | 2.6k | 85.79 | ||
| W.W. Grainger (GWW) | 0.1 | $219k | 615.00 | 356.10 | ||
| General Electric Company (GE) | 0.1 | $218k | 35k | 6.22 | ||
| SYSCO Corporation (SYY) | 0.1 | $216k | 3.5k | 62.10 | ||
| Toro Company (TTC) | 0.1 | $215k | 2.6k | 84.08 | ||
| Fortive (FTV) | 0.1 | $214k | 2.8k | 76.24 | ||
| Baxter International (BAX) | 0.1 | $213k | 2.6k | 80.41 | ||
| Alliance Data Systems Corporation Call Option (ADS) | 0.1 | $211k | +41833% | 5.0k | 42.00 | |
| Coca-Cola Company (KO) | 0.1 | $206k | 4.2k | 49.28 | ||
| Becton, Dickinson and (BDX) | 0.1 | $205k | 880.00 | 232.95 | ||
| Intuitive Surgical Com New (ISRG) | 0.1 | $204k | 288.00 | 708.33 | ||
| Dollar General (DG) | 0.1 | $202k | 963.00 | 209.76 | ||
| Dow (DOW) | 0.1 | $196k | 4.2k | 47.12 | ||
| TJX Companies (TJX) | 0.1 | $184k | 3.3k | 55.76 | ||
| United Parcel Service CL B (UPS) | 0.1 | $182k | +3% | 1.1k | 166.97 | |
| Coupa Software Call Option (COUP) | 0.1 | $179k | +44% | 651.00 | 275.00 | |
| Linde SHS (LIN) | 0.1 | $178k | +4% | 747.00 | 238.29 | |
| Twilio Cl A Call Option (TWLO) | 0.1 | $176k | +238% | 710.00 | 248.00 | |
| Sba Communications Corp Cl A (SBAC) | 0.1 | $176k | 553.00 | 318.26 | ||
| Cintas Corporation (CTAS) | 0.1 | $175k | 525.00 | 333.33 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $171k | 3.3k | 52.05 | ||
| PriceSmart (PSMT) | 0.1 | $167k | 2.5k | 66.27 | ||
| Cigna Corp (CI) | 0.1 | $165k | -2% | 976.00 | 169.06 | |
| Target Corporation (TGT) | 0.1 | $162k | -20% | 1.0k | 157.13 | |
| DTE Energy Company (DTE) | 0.1 | $160k | -6% | 1.4k | 114.78 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $160k | -14% | 2.3k | 70.05 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $158k | 1.9k | 81.11 | ||
| Blackstone Group Com Cl A (BX) | 0.1 | $154k | 2.9k | 52.36 | ||
| Clorox Company (CLX) | 0.1 | $153k | 729.00 | 209.88 | ||
| Ecolab (ECL) | 0.1 | $152k | 762.00 | 199.48 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $145k | -10% | 629.00 | 230.52 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $140k | 1.7k | 80.74 | ||
| Occidental Petroleum Corporation (OXY) | 0.1 | $139k | 14k | 9.99 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $138k | -13% | 2.6k | 52.23 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $137k | -26% | 630.00 | 217.46 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $134k | 3.0k | 43.99 | ||
| Ishares Tr National Mun Etf (MUB) | 0.1 | $128k | 1.1k | 115.52 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $127k | 4.0k | 31.45 | ||
| Western Alliance Bancorporation (WAL) | 0.0 | $125k | -45% | 4.0k | 31.53 | |
| Tegna (TGNA) | 0.0 | $125k | 11k | 11.72 | ||
| Corteva (CTVA) | 0.0 | $123k | 4.3k | 28.80 | ||
| Churchill Downs (CHDN) | 0.0 | $123k | 750.00 | 164.00 | ||
| Booking Holdings (BKNG) | 0.0 | $123k | -73% | 72.00 | 1708.33 | |
| Sempra Energy (SRE) | 0.0 | $119k | -4% | 1.0k | 118.29 | |
| Aon Shs Cl A (AON) | 0.0 | $119k | 575.00 | 206.96 | ||
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $118k | -4% | 2.7k | 42.94 | |
| Shopify Cl A (SHOP) | 0.0 | $117k | -20% | 114.00 | 1026.32 | |
| Mongodb Cl A (MDB) | 0.0 | $117k | 507.00 | 230.77 | ||
| Halyard Health (AVNS) | 0.0 | $116k | 3.5k | 33.30 | ||
| Marathon Petroleum Corp (MPC) | 0.0 | $113k | 3.8k | 29.40 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $113k | -84% | 383.00 | 295.04 | |
| Twitter (TWTR) | 0.0 | $112k | -10% | 2.5k | 44.67 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $109k | 870.00 | 125.29 | ||
| Illumina (ILMN) | 0.0 | $108k | +3% | 349.00 | 309.46 | |
| Automatic Data Processing (ADP) | 0.0 | $108k | +4% | 771.00 | 140.08 | |
| Goldman Sachs (GS) | 0.0 | $106k | 526.00 | 201.52 | ||
| NiSource (NI) | 0.0 | $104k | 4.7k | 21.98 | ||
| Newmont Mining Corporation (NEM) | 0.0 | $103k | 1.6k | 63.62 | ||
| Hershey Company (HSY) | 0.0 | $103k | 716.00 | 143.85 | ||
| Simpson Manufacturing (SSD) | 0.0 | $102k | 1.1k | 96.87 | ||
| PNM Resources (PNM) | 0.0 | $102k | 2.5k | 41.43 | ||
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $101k | 4.8k | 21.13 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $101k | 866.00 | 116.63 | ||
| BlackRock (BLK) | 0.0 | $101k | 179.00 | 564.25 | ||
| Toyota Motor Corp Sp Adr Rep2com (TM) | 0.0 | $101k | 763.00 | 132.37 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $101k | 1.1k | 92.58 | ||
| Edwards Lifesciences (EW) | 0.0 | $101k | 1.3k | 79.78 | ||
| Nike CL B (NKE) | 0.0 | $99k | 791.00 | 125.16 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $99k | 1.2k | 83.26 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $98k | 775.00 | 126.45 | ||
| GenMark Diagnostics (GNMK) | 0.0 | $97k | 6.8k | 14.24 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $97k | +12% | 1.1k | 88.83 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $92k | 684.00 | 134.50 | ||
| Stanley Black & Decker (SWK) | 0.0 | $91k | 558.00 | 163.08 | ||
| Etf Ser Solutions Netlease Corp (NETL) | 0.0 | $91k | 4.0k | 22.96 | ||
| Nucor Corporation (NUE) | 0.0 | $91k | 2.0k | 44.67 | ||
| Emerson Electric (EMR) | 0.0 | $90k | +2% | 1.4k | 65.79 | |
| Snap Cl A (SNAP) | 0.0 | $89k | 3.4k | 26.18 | ||
| Hormel Foods Corporation (HRL) | 0.0 | $87k | 1.8k | 48.96 | ||
| ConocoPhillips (COP) | 0.0 | $87k | -10% | 2.7k | 32.81 | |
| Vbi Vaccines Com New (VBIV) | 0.0 | $86k | 30k | 2.87 | ||
| Nextera Energy (NEE) | 0.0 | $86k | 310.00 | 277.42 | ||
| American Tower Reit (AMT) | 0.0 | $86k | 356.00 | 241.57 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $86k | -4% | 3.2k | 26.61 | |
| Anthem (ANTM) | 0.0 | $84k | +6% | 312.00 | 269.23 | |
| Endo Intl SHS (ENDP) | 0.0 | $84k | 26k | 3.28 | ||
| Xpo Logistics Inc equity (XPO) | 0.0 | $83k | 978.00 | 84.87 | ||
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $82k | 1.4k | 59.29 | ||
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $82k | -21% | 341.00 | 240.47 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $82k | 1.5k | 55.41 | ||
| Moody's Corporation (MCO) | 0.0 | $82k | 282.00 | 290.78 | ||
| Hollyfrontier Corp (HFC) | 0.0 | $80k | 4.1k | 19.62 | ||
| Phillips 66 (PSX) | 0.0 | $80k | -33% | 1.5k | 52.12 | |
| Oneok (OKE) | 0.0 | $79k | 3.0k | 26.14 | ||
| Cummins (CMI) | 0.0 | $78k | +441% | 368.00 | 211.96 | |
| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.0 | $78k | 4.1k | 19.21 | ||
| Vaneck Vectors Etf Tr Morningstar Wide (MOAT) | 0.0 | $77k | 1.4k | 54.65 | ||
| Realty Income (O) | 0.0 | $77k | +28% | 1.3k | 60.68 | |
| Air Products & Chemicals (APD) | 0.0 | $77k | +9% | 260.00 | 296.15 | |
| Ameren Corporation (AEE) | 0.0 | $77k | +126% | 970.00 | 79.38 | |
| Sterling Bancorp (STL) | 0.0 | $75k | +6% | 7.1k | 10.55 | |
| Edison International (EIX) | 0.0 | $75k | -21% | 1.5k | 50.74 | |
| S&p Global (SPGI) | 0.0 | $74k | 204.00 | 362.75 | ||
| Central Valley Community Ban (CVCY) | 0.0 | $72k | 5.8k | 12.36 | ||
| CSX Corporation (CSX) | 0.0 | $72k | 930.00 | 77.42 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $72k | -23% | 232.00 | 310.34 | |
| Nortonlifelock (NLOK) | 0.0 | $71k | +50% | 3.4k | 20.83 | |
| Ball Corporation (BLL) | 0.0 | $70k | 847.00 | 82.64 | ||
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $69k | 1.2k | 56.10 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $69k | -45% | 307.00 | 224.76 | |
| Hp (HPQ) | 0.0 | $69k | 3.6k | 19.00 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $68k | 1.2k | 55.19 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $68k | -50% | 435.00 | 156.32 | |
Past Filings by TCI Wealth Advisors
SEC 13F filings are viewable for TCI Wealth Advisors going back to 2013
- TCI Wealth Advisors 2020 Q3 filed Oct. 20, 2020
- TCI Wealth Advisors 2020 Q2 filed July 20, 2020
- TCI Wealth Advisors 2020 Q1 filed April 14, 2020
- TCI Wealth Advisors 2019 Q4 filed Jan. 27, 2020
- TCI Wealth Advisors 2019 Q3 filed Oct. 17, 2019
- TCI Wealth Advisors 2019 Q2 filed July 23, 2019
- TCI Wealth Advisors 2019 Q1 filed April 11, 2019
- TCI Wealth Advisors 2018 Q4 filed Jan. 17, 2019
- TCI Wealth Advisors 2018 Q3 filed Nov. 2, 2018
- TCI Wealth Advisors 2018 Q2 filed July 27, 2018
- TCI Wealth Advisors 2018 Q1 filed April 30, 2018
- TCI Wealth Advisors 2017 Q4 filed Feb. 1, 2018
- TCI Wealth Advisors 2017 Q3 filed Oct. 24, 2017
- TCI Wealth Advisors 2017 Q2 filed Aug. 10, 2017
- TCI Wealth Advisors 2017 Q1 filed May 4, 2017
- TCI Wealth Advisors 2016 Q4 filed Feb. 10, 2017