TCI Wealth Advisors
Latest statistics and disclosures from TCI Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VTI, MSFT, AMZN, JNJ, and represent 21.68% of TCI Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVUV, AVDV, BABA, VDE, GME, QCOM, ICSH, MSFT, PYPL, FB.
- Started 672 new stock positions in MD, ENV, HTLD, BNGO, VCEL, XPEL, BXMT, Entercom Communications, PTC, SHOO.
- Reduced shares in these 10 stocks: AAPL, QDEL, AMZN, ADBE, VRTX, NET, SCHW, SPLK, BAND, ABBV.
- Sold out of its positions in Acacia Communications, ADPT, AGRX, AGIO, AKAM, ALSN, ALVR, American Intl Group, BUD, Apache Corporation.
- TCI Wealth Advisors was a net buyer of stock by $823k.
- TCI Wealth Advisors has $236M in assets under management (AUM), dropping by 5.35%.
- Central Index Key (CIK): 0001583751
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Portfolio Holdings for TCI Wealth Advisors
Companies in the TCI Wealth Advisors portfolio as of the March 2021 quarterly 13F filing
TCI Wealth Advisors has 2203 total positions. Only the first 250 positions are shown.
- Sign up to view all of the TCI Wealth Advisors March 31, 2021 positions
- Download the TCI Wealth Advisors March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Call Option (AAPL) | 5.8 | $14M | -24% | 112k | 122.13 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.5 | $13M | 63k | 206.69 | ||
| Microsoft Corporation Call Option (MSFT) | 4.4 | $10M | +4% | 44k | 235.80 | |
| Amazon Call Option (AMZN) | 3.3 | $7.8M | -11% | 2.5k | 3093.33 | |
| Johnson & Johnson (JNJ) | 2.7 | $6.3M | -5% | 38k | 164.36 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.5 | $5.8M | -3% | 15k | 397.84 | |
| McDonald's Corporation (MCD) | 2.0 | $4.8M | -2% | 22k | 224.15 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $4.3M | 17k | 255.44 | ||
| Caterpillar (CAT) | 1.6 | $3.7M | 16k | 231.87 | ||
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.5 | $3.6M | +285% | 50k | 72.21 | |
| 3M Company (MMM) | 1.5 | $3.5M | 18k | 192.66 | ||
| Alibaba Group Hldg Sponsored Ads Call Option (BABA) | 1.5 | $3.5M | +56% | 16k | 226.73 | |
| Chevron Corporation (CVX) | 1.4 | $3.4M | 32k | 104.78 | ||
| Honeywell International (HON) | 1.4 | $3.3M | 15k | 217.08 | ||
| Exxon Mobil Corporation (XOM) | 1.4 | $3.3M | -6% | 59k | 55.82 | |
| Kimberly-Clark Corporation (KMB) | 1.2 | $2.9M | 21k | 139.07 | ||
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.7M | -7% | 1.3k | 2068.43 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $2.6M | 6.6k | 396.39 | ||
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.1 | $2.6M | +543% | 42k | 62.21 | |
| Alphabet Cap Stk Cl A Call Option (GOOGL) | 1.1 | $2.6M | -11% | 1.2k | 2063.33 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $2.3M | -9% | 15k | 152.24 | |
| Woodward Governor Company (WWD) | 1.0 | $2.3M | 19k | 120.63 | ||
| Abbvie Call Option (ABBV) | 1.0 | $2.3M | -20% | 21k | 108.22 | |
| Abbott Laboratories (ABT) | 0.9 | $2.2M | 18k | 119.85 | ||
| Costco Wholesale Corporation (COST) | 0.9 | $2.0M | 5.8k | 352.45 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $1.9M | +9% | 21k | 91.88 | |
| Home Depot (HD) | 0.8 | $1.9M | -8% | 6.3k | 305.28 | |
| Zscaler Incorporated Call Option (ZS) | 0.8 | $1.8M | +22% | 10k | 171.67 | |
| Pepsi (PEP) | 0.7 | $1.7M | -5% | 12k | 141.43 | |
| Intel Corporation (INTC) | 0.7 | $1.7M | +2% | 26k | 63.99 | |
| Danaher Corporation (DHR) | 0.7 | $1.6M | +2% | 7.2k | 225.09 | |
| Qualcomm Call Option (QCOM) | 0.7 | $1.6M | +86% | 12k | 132.55 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.7 | $1.6M | 5.7k | 274.68 | ||
| Verizon Communications (VZ) | 0.7 | $1.5M | +2% | 26k | 58.16 | |
| Ishares Tr Select Divid Etf (DVY) | 0.6 | $1.5M | -7% | 13k | 114.10 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $1.5M | 10k | 151.59 | ||
| Eli Lilly & Co. (LLY) | 0.6 | $1.5M | 8.1k | 186.80 | ||
| CVS Caremark Corporation (CVS) | 0.6 | $1.5M | 20k | 75.21 | ||
| At&t (T) | 0.6 | $1.5M | +5% | 49k | 30.27 | |
| Tesla Motors (TSLA) | 0.6 | $1.5M | +10% | 2.2k | 667.72 | |
| Facebook Cl A Call Option (FB) | 0.6 | $1.4M | +44% | 4.8k | 294.50 | |
| Calavo Growers (CVGW) | 0.6 | $1.4M | -3% | 17k | 77.64 | |
| Procter & Gamble Company (PG) | 0.6 | $1.3M | 9.9k | 135.45 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.3M | -3% | 18k | 75.89 | |
| Union Pacific Corporation (UNP) | 0.6 | $1.3M | 5.9k | 220.44 | ||
| Vanguard World Fds Energy Etf (VDE) | 0.5 | $1.3M | +3075% | 19k | 68.02 | |
| Illinois Tool Works (ITW) | 0.5 | $1.2M | 5.5k | 221.43 | ||
| Dominion Resources (D) | 0.5 | $1.2M | 16k | 75.95 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $1.2M | -6% | 5.5k | 214.09 | |
| Walt Disney Company (DIS) | 0.5 | $1.1M | -2% | 5.9k | 184.48 | |
| Docusign Call Option (DOCU) | 0.4 | $1.0M | 5.2k | 202.40 | ||
| Gamestop Corp Cl A Put Option (GME) | 0.4 | $987k | NEW | 5.2k | 189.80 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.4 | $977k | +8% | 7.6k | 128.32 | |
| Bank of America Corporation (BAC) | 0.4 | $912k | +10% | 24k | 38.67 | |
| Audioeye Com New (AEYE) | 0.4 | $904k | 32k | 27.93 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $873k | +13% | 2.7k | 319.08 | |
| Amgen (AMGN) | 0.4 | $872k | -32% | 3.5k | 248.72 | |
| Zions Bancorporation (ZION) | 0.3 | $824k | -4% | 15k | 54.95 | |
| International Business Machines (IBM) | 0.3 | $794k | 6.0k | 133.33 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $771k | -9% | 2.1k | 364.37 | |
| Medtronic SHS (MDT) | 0.3 | $769k | -6% | 6.5k | 118.13 | |
| Pinnacle West Capital Corporation (PNW) | 0.3 | $764k | 9.4k | 81.35 | ||
| Wal-Mart Stores (WMT) | 0.3 | $762k | -4% | 5.6k | 135.80 | |
| Paypal Holdings Call Option (PYPL) | 0.3 | $755k | +157% | 3.1k | 242.67 | |
| Boeing Company (BA) | 0.3 | $741k | +6% | 2.9k | 254.81 | |
| Servicenow (NOW) | 0.3 | $734k | +17% | 1.5k | 500.00 | |
| Visa Com Cl A (V) | 0.3 | $734k | 3.5k | 211.83 | ||
| Starbucks Corporation (SBUX) | 0.3 | $733k | 6.7k | 109.34 | ||
| Pfizer (PFE) | 0.3 | $718k | -2% | 20k | 36.25 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $680k | +2% | 3.6k | 189.05 | |
| Vaneck Vectors Etf Tr Pfd Secs Ex Finl (PFXF) | 0.3 | $669k | 32k | 20.81 | ||
| American Express Company (AXP) | 0.3 | $656k | -3% | 4.6k | 141.35 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $655k | +3% | 12k | 54.09 | |
| SM Energy (SM) | 0.3 | $640k | -3% | 39k | 16.38 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $636k | +3% | 4.3k | 147.05 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.3 | $629k | NEW | 13k | 50.49 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $624k | -3% | 1.7k | 369.45 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $612k | 10k | 60.67 | ||
| Cisco Systems (CSCO) | 0.3 | $600k | 12k | 51.70 | ||
| Mastercard Incorporated Cl A (MA) | 0.3 | $600k | +2% | 1.7k | 356.29 | |
| PPG Industries (PPG) | 0.2 | $587k | 3.9k | 150.17 | ||
| Merck & Co (MRK) | 0.2 | $580k | +3% | 7.5k | 77.11 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $573k | +15% | 6.8k | 84.75 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $573k | -2% | 2.4k | 242.90 | |
| FedEx Corporation (FDX) | 0.2 | $568k | -9% | 2.0k | 284.28 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $548k | 5.7k | 95.94 | ||
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $545k | -5% | 4.1k | 131.55 | |
| Bristol Myers Squibb (BMY) | 0.2 | $538k | +3% | 8.5k | 63.14 | |
| Altria (MO) | 0.2 | $521k | -6% | 10k | 51.19 | |
| Intuit (INTU) | 0.2 | $498k | -40% | 1.3k | 382.78 | |
| Deere & Company (DE) | 0.2 | $496k | +2% | 1.3k | 373.78 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $495k | -18% | 3.0k | 165.66 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $482k | -5% | 3.7k | 129.88 | |
| NVIDIA Corporation (NVDA) | 0.2 | $474k | 887.00 | 534.39 | ||
| Accelr8 Technology (AXDX) | 0.2 | $462k | 56k | 8.31 | ||
| Advanced Micro Devices (AMD) | 0.2 | $459k | +133% | 5.8k | 78.49 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $455k | +2% | 5.9k | 77.29 | |
| Quidel Corporation Call Option (QDEL) | 0.2 | $454k | -71% | 3.6k | 128.00 | |
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.2 | $439k | 12k | 37.36 | ||
| UnitedHealth (UNH) | 0.2 | $435k | +15% | 1.2k | 372.11 | |
| Pure Storage Cl A (PSTG) | 0.2 | $432k | -33% | 20k | 21.56 | |
| Walgreen Boots Alliance (WBA) | 0.2 | $430k | 7.8k | 54.90 | ||
| General Electric Company (GE) | 0.2 | $423k | 32k | 13.13 | ||
| T. Rowe Price (TROW) | 0.2 | $417k | 2.4k | 171.46 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $416k | +8% | 11k | 38.39 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $416k | -61% | 6.4k | 65.22 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $409k | +9% | 1.9k | 220.72 | |
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.2 | $404k | 5.6k | 72.22 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $393k | 1.5k | 257.37 | ||
| Aptar (ATR) | 0.2 | $386k | 2.7k | 141.50 | ||
| Philip Morris International (PM) | 0.2 | $379k | -19% | 4.3k | 88.78 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $378k | -69% | 796.00 | 474.87 | |
| Lowe's Companies (LOW) | 0.2 | $375k | -41% | 2.0k | 189.97 | |
| Western Alliance Bancorporation (WAL) | 0.2 | $374k | 4.0k | 94.33 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $370k | -4% | 7.1k | 52.02 | |
| Vanguard World Fds Financials Etf (VFH) | 0.1 | $347k | NEW | 4.1k | 84.53 | |
| McKesson Corporation (MCK) | 0.1 | $345k | 1.8k | 195.25 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $343k | 7.0k | 49.08 | ||
| Alliance Data Systems Corporation Call Option (ADS) | 0.1 | $340k | -59% | 3.0k | 112.00 | |
| Travelers Companies (TRV) | 0.1 | $335k | 2.2k | 150.36 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $330k | 3.0k | 108.45 | ||
| E M X Royalty Corpor small blend (EMX) | 0.1 | $315k | 106k | 2.96 | ||
| Thermo Fisher Scientific (TMO) | 0.1 | $311k | +3% | 682.00 | 456.01 | |
| Biogen Idec (BIIB) | 0.1 | $309k | -4% | 1.1k | 279.39 | |
| salesforce (CRM) | 0.1 | $307k | +6% | 1.5k | 211.58 | |
| AmerisourceBergen (ABC) | 0.1 | $297k | -34% | 2.5k | 118.09 | |
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $296k | 9.4k | 31.50 | ||
| Xcel Energy (XEL) | 0.1 | $284k | +2% | 4.3k | 66.53 | |
| SYSCO Corporation (SYY) | 0.1 | $279k | +2% | 3.5k | 78.77 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $273k | +56% | 4.4k | 62.74 | |
| Toro Company (TTC) | 0.1 | $264k | 2.6k | 103.25 | ||
| Southern Company (SO) | 0.1 | $263k | 4.2k | 62.13 | ||
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $261k | 17k | 15.00 | ||
| General Mills (GIS) | 0.1 | $257k | -8% | 4.2k | 61.38 | |
| Lennox International (LII) | 0.1 | $257k | 825.00 | 311.52 | ||
| W.W. Grainger (GWW) | 0.1 | $253k | +2% | 631.00 | 400.95 | |
| Norfolk Southern (NSC) | 0.1 | $250k | 930.00 | 268.82 | ||
| American Electric Power Company (AEP) | 0.1 | $248k | 2.9k | 84.64 | ||
| Freeport-mcmoran CL B Call Option (FCX) | 0.1 | $239k | +381% | 7.2k | 33.00 | |
| United Parcel Service CL B (UPS) | 0.1 | $238k | -2% | 1.4k | 170.24 | |
| Dupont De Nemours (DD) | 0.1 | $233k | 3.0k | 77.31 | ||
| TJX Companies (TJX) | 0.1 | $229k | +5% | 3.5k | 66.19 | |
| Us Bancorp Del Com New (USB) | 0.1 | $227k | +5% | 4.1k | 55.35 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $225k | +5% | 305.00 | 737.70 | |
| Baxter International (BAX) | 0.1 | $224k | +2% | 2.7k | 84.18 | |
| Oracle Corporation (ORCL) | 0.1 | $222k | +7% | 3.2k | 70.21 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $221k | -5% | 3.0k | 74.66 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $216k | +5% | 4.0k | 53.43 | |
| Twitter (TWTR) | 0.1 | $209k | +28% | 3.3k | 63.66 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $209k | +4% | 3.6k | 58.51 | |
| Dollar General (DG) | 0.1 | $208k | +6% | 1.0k | 202.14 | |
| Goldman Sachs (GS) | 0.1 | $206k | +18% | 629.00 | 327.50 | |
| Dow (DOW) | 0.1 | $204k | 3.2k | 63.85 | ||
| Fortive (FTV) | 0.1 | $204k | +2% | 2.9k | 70.66 | |
| Coca-Cola Company (KO) | 0.1 | $203k | +11% | 3.8k | 52.81 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $201k | +10% | 691.00 | 290.88 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $200k | 2.0k | 100.96 | ||
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $194k | 2.5k | 78.29 | ||
| Tegna (TGNA) | 0.1 | $192k | 10k | 18.83 | ||
| Nike CL B (NKE) | 0.1 | $192k | +83% | 1.4k | 132.60 | |
| Cintas Corporation (CTAS) | 0.1 | $188k | +4% | 551.00 | 341.20 | |
| Yum! Brands (YUM) | 0.1 | $185k | -3% | 1.7k | 108.25 | |
| DTE Energy Company (DTE) | 0.1 | $184k | 1.4k | 133.14 | ||
| Arrowhead Pharmaceuticals (ARWR) | 0.1 | $182k | 2.7k | 66.35 | ||
| Target Corporation (TGT) | 0.1 | $182k | +32% | 919.00 | 198.04 | |
| Churchill Downs (CHDN) | 0.1 | $181k | +5% | 794.00 | 227.96 | |
| Mp Materials Corp Com Cl A Call Option (MP) | 0.1 | $180k | NEW | 5.0k | 36.00 | |
| Booking Holdings (BKNG) | 0.1 | $179k | +6% | 77.00 | 2324.68 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $174k | 865.00 | 201.16 | ||
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $170k | -10% | 1.7k | 97.48 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $170k | 2.6k | 65.28 | ||
| Zoom Video Communications In Cl A (ZM) | 0.1 | $169k | -44% | 527.00 | 320.68 | |
| Sterling Bancorp (STL) | 0.1 | $167k | 7.2k | 23.06 | ||
| Nucor Corporation (NUE) | 0.1 | $165k | 2.1k | 80.45 | ||
| Sba Communications Corp Cl A (SBAC) | 0.1 | $157k | +3% | 565.00 | 277.88 | |
| Corteva (CTVA) | 0.1 | $156k | +8% | 3.3k | 46.68 | |
| Halyard Health (AVNS) | 0.1 | $154k | 3.5k | 43.69 | ||
| Ecolab (ECL) | 0.1 | $153k | +3% | 717.00 | 213.39 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $152k | 4.0k | 37.72 | ||
| BlackRock (BLK) | 0.1 | $149k | +10% | 198.00 | 752.53 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $149k | 4.8k | 31.16 | ||
| Ishares Tr National Mun Etf (MUB) | 0.1 | $146k | -14% | 1.3k | 116.43 | |
| Hollyfrontier Corp (HFC) | 0.1 | $144k | +3% | 4.0k | 35.67 | |
| Clorox Company (CLX) | 0.1 | $144k | +4% | 748.00 | 192.51 | |
| ConocoPhillips (COP) | 0.1 | $142k | 2.7k | 53.10 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $142k | 1.1k | 133.21 | ||
| Snap-on Incorporated (SNA) | 0.1 | $142k | -33% | 615.00 | 230.89 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $141k | -9% | 2.6k | 53.23 | |
| Sempra Energy (SRE) | 0.1 | $140k | +4% | 1.1k | 132.58 | |
| Anthem (ANTM) | 0.1 | $139k | +23% | 386.00 | 360.10 | |
| Aon Shs Cl A (AON) | 0.1 | $139k | +5% | 606.00 | 229.37 | |
| Phillips 66 (PSX) | 0.1 | $132k | +14% | 1.6k | 81.53 | |
| Lee Enterprises (LEE) | 0.1 | $131k | NEW | 5.1k | 25.77 | |
| Ford Motor Company (F) | 0.1 | $131k | +11% | 11k | 12.21 | |
| Zimmer Holdings (ZBH) | 0.1 | $130k | -22% | 814.00 | 159.71 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $130k | 1.1k | 117.97 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $130k | 2.0k | 64.90 | ||
| Citigroup Com New (C) | 0.1 | $127k | +62% | 1.8k | 72.53 | |
| Wyndham Hotels And Resorts (WH) | 0.1 | $126k | +123% | 1.8k | 69.69 | |
| Cigna Corp (CI) | 0.1 | $123k | +5% | 509.00 | 241.65 | |
| Xpo Logistics Inc equity (XPO) | 0.1 | $121k | 978.00 | 123.72 | ||
| Toyota Motor Corp Sp Adr Rep2com (TM) | 0.1 | $119k | 763.00 | 155.96 | ||
| Hershey Company (HSY) | 0.1 | $119k | +5% | 753.00 | 158.03 | |
| Stanley Black & Decker (SWK) | 0.1 | $118k | +5% | 590.00 | 200.00 | |
| Snap Cl A (SNAP) | 0.1 | $118k | -15% | 2.3k | 52.44 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $117k | +18% | 1.4k | 82.28 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $117k | 1.2k | 96.14 | ||
| Mongodb Cl A (MDB) | 0.0 | $114k | -15% | 426.00 | 267.61 | |
| NiSource (NI) | 0.0 | $113k | 4.7k | 24.04 | ||
| Nextera Energy (NEE) | 0.0 | $113k | +17% | 1.5k | 75.79 | |
| Scripps E W Co Ohio Cl A New (SSP) | 0.0 | $113k | 5.9k | 19.23 | ||
| Csw Industrials (CSWI) | 0.0 | $113k | +2% | 834.00 | 135.49 | |
| Prudential Financial (PRU) | 0.0 | $110k | +17% | 1.2k | 91.14 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $110k | +22% | 1.5k | 72.13 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $108k | +15% | 2.3k | 47.10 | |
| Cummins (CMI) | 0.0 | $108k | +12% | 415.00 | 260.24 | |
| Travel Leisure Ord (TNL) | 0.0 | $108k | NEW | 1.8k | 60.91 | |
| Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $108k | 3.0k | 35.63 | ||
| Central Valley Community Ban (CVCY) | 0.0 | $107k | 5.8k | 18.36 | ||
| United Rentals (URI) | 0.0 | $107k | +8% | 324.00 | 330.25 | |
| Newmont Mining Corporation (NEM) | 0.0 | $106k | +10% | 1.8k | 60.02 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $106k | +3% | 842.00 | 125.89 | |
| Shopify Cl A (SHOP) | 0.0 | $105k | -18% | 95.00 | 1105.26 | |
| Edwards Lifesciences (EW) | 0.0 | $105k | +4% | 1.3k | 83.47 | |
| Wells Fargo & Company (WFC) | 0.0 | $104k | +66% | 2.7k | 39.17 | |
| Skyworks Solutions (SWKS) | 0.0 | $104k | +29% | 569.00 | 182.78 | |
| Netflix (NFLX) | 0.0 | $102k | -57% | 196.00 | 520.41 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $101k | NEW | 2.2k | 46.39 | |
| Southwest Airlines (LUV) | 0.0 | $100k | +5% | 1.6k | 60.75 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $99k | -7% | 765.00 | 129.41 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $98k | +15% | 354.00 | 276.84 | |
| American Tower Reit (AMT) | 0.0 | $98k | +3% | 408.00 | 240.20 | |
| Discover Financial Services (DFS) | 0.0 | $98k | +9% | 1.0k | 95.24 | |
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $98k | +75% | 3.5k | 28.00 | |
| Vaneck Vectors Etf Tr Morningstar Wide (MOAT) | 0.0 | $97k | 1.4k | 69.38 | ||
| S&p Global (SPGI) | 0.0 | $96k | +33% | 272.00 | 352.94 | |
| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.0 | $95k | 4.1k | 23.40 | ||
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $94k | 1.8k | 51.93 | ||
| BP Sponsored Adr (BP) | 0.0 | $93k | -12% | 3.8k | 24.36 | |
| Twilio Cl A (TWLO) | 0.0 | $93k | +19% | 274.00 | 339.42 | |
| Vbi Vaccines Inc Cda Com New (VBIV) | 0.0 | $93k | 30k | 3.10 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $92k | -7% | 2.9k | 31.63 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $92k | 910.00 | 101.10 | ||
| Truist Financial Corp equities (TFC) | 0.0 | $91k | +37% | 1.6k | 58.15 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $91k | 1.3k | 72.51 | ||
| CSX Corporation (CSX) | 0.0 | $91k | 941.00 | 96.71 | ||
| Activision Blizzard (ATVI) | 0.0 | $91k | +24% | 980.00 | 92.86 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $90k | +8% | 252.00 | 357.14 | |
| Stryker Corporation (SYK) | 0.0 | $90k | +19% | 368.00 | 244.57 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $90k | NEW | 1.5k | 61.60 |
Past Filings by TCI Wealth Advisors
SEC 13F filings are viewable for TCI Wealth Advisors going back to 2013
- 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
- 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