TCI Wealth Advisors
Latest statistics and disclosures from TCI Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAS, DFUS, DFUV, AVUV, DFAC, and represent 46.98% of TCI Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVDV, GOOG, DFUS, GOOGL, TSLA, AVUV, DFAS, DFIV, DFIS, DUHP.
- Started 371 new stock positions in MNTS, LANC, FLYW, XPER, AWI, TRMK, VGR, FLEX, HCSG, MIDD.
- Reduced shares in these 10 stocks: BSV (-$8.2M), DFAC, PGX, STIP, DFAT, VCSH, VTI, AVEM, QUAL, VXUS.
- Sold out of its positions in ABSI, AAN, ALIT, AAT, American Campus Communities, AMPL, AMLX, Annaly Capital Management, ARIS, ARVN.
- TCI Wealth Advisors was a net buyer of stock by $5.0M.
- TCI Wealth Advisors has $618M in assets under management (AUM), dropping by -5.35%.
- Central Index Key (CIK): 0001583751
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Portfolio Holdings for TCI Wealth Advisors
TCI Wealth Advisors holds 2519 positions in its portfolio as reported in the September 2022 quarterly 13F filing
TCI Wealth Advisors has 2519 total positions. Only the first 250 positions are shown.
- Sign up to view all of the TCI Wealth Advisors Sept. 30, 2022 positions
- Download the TCI Wealth Advisors September 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 13.3 | $82M | 1.8M | 46.52 | ||
| Dimensional Etf Trust Us Equity Etf (DFUS) | 13.2 | $82M | +2% | 2.1M | 38.82 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 9.1 | $56M | 1.9M | 29.61 | ||
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 6.3 | $39M | +3% | 589k | 66.14 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 5.1 | $32M | -2% | 1.4M | 22.24 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 4.7 | $29M | +2% | 1.1M | 25.76 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 3.8 | $24M | 610k | 38.97 | ||
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 3.5 | $21M | +15% | 451k | 47.50 | |
| Apple (AAPL) | 2.3 | $14M | 104k | 138.20 | ||
| Dimensional Etf Trust World Ex Us Core (DFAX) | 1.9 | $12M | +2% | 626k | 18.89 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $11M | -3% | 62k | 179.47 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 1.8 | $11M | 116k | 96.34 | ||
| Microsoft Corporation (MSFT) | 1.3 | $7.8M | 33k | 232.89 | ||
| Johnson & Johnson (JNJ) | 1.1 | $6.5M | 40k | 163.37 | ||
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| Amazon (AMZN) | 0.9 | $5.5M | 49k | 113.00 | ||
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.9 | $5.4M | -4% | 119k | 45.93 | |
| McDonald's Corporation (MCD) | 0.8 | $4.9M | 21k | 230.75 | ||
| Exxon Mobil Corporation (XOM) | 0.8 | $4.8M | 55k | 87.31 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $4.8M | 13k | 358.65 | ||
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.8 | $4.8M | -9% | 50k | 96.12 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $4.6M | 17k | 267.02 | ||
| Chevron Corporation (CVX) | 0.7 | $4.2M | 29k | 143.68 | ||
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $3.3M | -6% | 32k | 103.94 | |
| Costco Wholesale Corporation (COST) | 0.5 | $2.9M | 6.2k | 472.36 | ||
| Honeywell International (HON) | 0.4 | $2.7M | 16k | 166.99 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $2.5M | 6.9k | 357.14 | ||
| Caterpillar (CAT) | 0.4 | $2.4M | -7% | 15k | 164.11 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.4M | +1943% | 25k | 96.14 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.4 | $2.4M | +14% | 53k | 45.62 | |
| Eli Lilly & Co. (LLY) | 0.4 | $2.4M | 7.3k | 323.32 | ||
| Kimberly-Clark Corporation (KMB) | 0.4 | $2.3M | 20k | 112.54 | ||
| Abbvie (ABBV) | 0.4 | $2.3M | 17k | 134.19 | ||
| Home Depot (HD) | 0.4 | $2.2M | -3% | 8.1k | 275.95 | |
| Tesla Motors (TSLA) | 0.4 | $2.2M | +213% | 8.4k | 265.22 | |
| Pepsi (PEP) | 0.4 | $2.2M | 14k | 163.27 | ||
| Vanguard World Fds Energy Etf (VDE) | 0.3 | $2.1M | -2% | 20k | 101.56 | |
| Danaher Corporation (DHR) | 0.3 | $2.1M | 7.9k | 258.28 | ||
| Abbott Laboratories (ABT) | 0.3 | $2.0M | 21k | 96.78 | ||
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.3 | $1.9M | +24% | 101k | 19.07 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.8M | +2074% | 19k | 95.64 | |
| 3M Company (MMM) | 0.3 | $1.8M | -6% | 16k | 110.51 | |
| CVS Caremark Corporation (CVS) | 0.3 | $1.7M | +2% | 18k | 95.37 | |
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.3 | $1.6M | +38% | 74k | 21.34 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.5M | 15k | 104.47 | ||
| Woodward Governor Company (WWD) | 0.2 | $1.5M | 19k | 80.26 | ||
| SM Energy (SM) | 0.2 | $1.5M | 39k | 37.60 | ||
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.4M | 18k | 80.19 | ||
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.4M | 13k | 107.22 | ||
| Procter & Gamble Company (PG) | 0.2 | $1.3M | +4% | 10k | 126.26 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.2M | -4% | 9.2k | 136.04 | |
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.2 | $1.2M | +70% | 66k | 18.47 | |
| Union Pacific Corporation (UNP) | 0.2 | $1.2M | 6.0k | 194.86 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.1M | 3.3k | 328.18 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.1M | 6.3k | 170.93 | ||
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $1.1M | +10% | 53k | 20.10 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.1M | 5.4k | 195.17 | ||
| Dominion Resources (D) | 0.2 | $997k | -8% | 14k | 69.12 | |
| Verizon Communications (VZ) | 0.2 | $994k | -6% | 26k | 37.96 | |
| Illinois Tool Works (ITW) | 0.2 | $983k | 5.4k | 180.67 | ||
| Pinnacle West Capital Corporation (PNW) | 0.2 | $961k | +37% | 15k | 64.52 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $935k | 10k | 92.84 | ||
| Amgen (AMGN) | 0.1 | $914k | 4.1k | 225.29 | ||
| Pfizer (PFE) | 0.1 | $899k | 21k | 43.78 | ||
| Texas Instruments Incorporated (TXN) | 0.1 | $890k | 5.8k | 154.73 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $879k | +63% | 12k | 71.34 | |
| UnitedHealth (UNH) | 0.1 | $861k | -2% | 1.7k | 504.99 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $831k | +7% | 3.1k | 267.20 | |
| Merck & Co (MRK) | 0.1 | $785k | 9.1k | 86.07 | ||
| Visa Com Cl A (V) | 0.1 | $781k | +3% | 4.4k | 177.70 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $780k | 14k | 56.04 | ||
| At&t (T) | 0.1 | $778k | -3% | 51k | 15.34 | |
| Zscaler Incorporated (ZS) | 0.1 | $757k | -4% | 4.6k | 164.35 | |
| Wal-Mart Stores (WMT) | 0.1 | $740k | +3% | 5.7k | 129.73 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $722k | -4% | 22k | 32.22 | |
| Bank of America Corporation (BAC) | 0.1 | $719k | -3% | 24k | 30.22 | |
| Qualcomm (QCOM) | 0.1 | $711k | 6.3k | 113.02 | ||
| International Business Machines (IBM) | 0.1 | $710k | 6.0k | 118.89 | ||
| Mastercard Incorporated Cl A (MA) | 0.1 | $695k | +3% | 2.4k | 284.49 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $681k | +14% | 32k | 21.56 | |
| Zions Bancorporation (ZION) | 0.1 | $650k | 13k | 50.86 | ||
| Thermo Fisher Scientific (TMO) | 0.1 | $641k | +2% | 1.3k | 507.12 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $625k | 4.6k | 135.16 | ||
| American Express Company (AXP) | 0.1 | $621k | 4.6k | 134.85 | ||
| Upstart Hldgs (UPST) | 0.1 | $601k | 29k | 20.78 | ||
| Lockheed Martin Corporation (LMT) | 0.1 | $592k | 1.5k | 386.42 | ||
| Intel Corporation (INTC) | 0.1 | $579k | 23k | 25.76 | ||
| Deere & Company (DE) | 0.1 | $566k | 1.7k | 334.12 | ||
| Raytheon Technologies Corp (RTX) | 0.1 | $554k | +2% | 6.8k | 81.80 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $532k | -93% | 7.1k | 74.80 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $527k | 4.3k | 123.56 | ||
| Mister Car Wash (MCW) | 0.1 | $523k | +270% | 61k | 8.57 | |
| Bristol Myers Squibb (BMY) | 0.1 | $518k | +8% | 7.3k | 71.07 | |
| Walt Disney Company (DIS) | 0.1 | $516k | -6% | 5.5k | 94.30 | |
| McKesson Corporation (MCK) | 0.1 | $513k | 1.5k | 339.74 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $497k | +6% | 12k | 42.36 | |
| Medtronic SHS (MDT) | 0.1 | $493k | +5% | 6.1k | 80.81 | |
| Cisco Systems (CSCO) | 0.1 | $471k | -4% | 12k | 40.01 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $464k | -5% | 4.7k | 99.32 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $459k | 3.2k | 143.39 | ||
| Servicenow (NOW) | 0.1 | $459k | -21% | 1.2k | 377.78 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $452k | -12% | 6.3k | 71.89 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $450k | 10k | 44.39 | ||
| PPG Industries (PPG) | 0.1 | $432k | 3.9k | 110.77 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $411k | -3% | 2.0k | 210.45 | |
| Goldman Sachs (GS) | 0.1 | $410k | +13% | 1.4k | 293.07 | |
| Valero Energy Corporation (VLO) | 0.1 | $397k | 3.7k | 106.84 | ||
| Comcast Corp Cl A (CMCSA) | 0.1 | $387k | +10% | 13k | 29.34 | |
| NVIDIA Corporation (NVDA) | 0.1 | $369k | -27% | 3.0k | 121.54 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $369k | +4% | 6.6k | 55.88 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $365k | 1.7k | 214.08 | ||
| Calavo Growers (CVGW) | 0.1 | $364k | 12k | 31.71 | ||
| Vanguard World Fds Financials Etf (VFH) | 0.1 | $364k | -17% | 4.9k | 74.39 | |
| Meta Platforms Cl A (META) | 0.1 | $363k | -27% | 2.7k | 135.55 | |
| Travelers Companies (TRV) | 0.1 | $359k | 2.3k | 153.22 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $359k | 11k | 31.68 | ||
| Starbucks Corporation (SBUX) | 0.1 | $357k | -4% | 4.2k | 84.18 | |
| Lowe's Companies (LOW) | 0.1 | $344k | +10% | 1.8k | 187.88 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $342k | -13% | 9.4k | 36.50 | |
| Philip Morris International (PM) | 0.1 | $335k | 4.0k | 82.94 | ||
| Altria (MO) | 0.1 | $334k | 8.3k | 40.38 | ||
| Southern Company (SO) | 0.1 | $330k | -9% | 4.8k | 68.07 | |
| W.W. Grainger (GWW) | 0.1 | $321k | 656.00 | 489.33 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $302k | -41% | 6.6k | 45.83 | |
| Coca-Cola Company (KO) | 0.0 | $302k | -7% | 5.4k | 56.10 | |
| Boeing Company (BA) | 0.0 | $289k | -6% | 2.4k | 121.07 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $287k | 3.0k | 95.03 | ||
| FedEx Corporation (FDX) | 0.0 | $285k | +8% | 1.9k | 148.59 | |
| Xcel Energy (XEL) | 0.0 | $282k | 4.4k | 63.95 | ||
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $276k | -2% | 11k | 26.03 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $274k | +2% | 7.5k | 36.31 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $273k | +6% | 3.3k | 83.74 | |
| Dollar General (DG) | 0.0 | $271k | 1.1k | 240.25 | ||
| Intuit (INTU) | 0.0 | $264k | -13% | 681.00 | 387.67 | |
| salesforce (CRM) | 0.0 | $263k | +6% | 1.8k | 144.03 | |
| SYSCO Corporation (SYY) | 0.0 | $261k | 3.7k | 70.81 | ||
| Aptar (ATR) | 0.0 | $260k | 2.7k | 95.17 | ||
| T. Rowe Price (TROW) | 0.0 | $257k | 2.4k | 105.07 | ||
| Hf Sinclair Corp (DINO) | 0.0 | $254k | 4.7k | 53.83 | ||
| United Parcel Service CL B (UPS) | 0.0 | $248k | 1.5k | 161.35 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $247k | -5% | 1.5k | 164.67 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $240k | -62% | 3.2k | 74.40 | |
| Advanced Micro Devices (AMD) | 0.0 | $234k | +9% | 3.7k | 63.33 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $234k | -8% | 7.5k | 31.39 | |
| Anthem (ELV) | 0.0 | $233k | +4% | 513.00 | 454.19 | |
| Nucor Corporation (NUE) | 0.0 | $228k | 2.1k | 106.79 | ||
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $224k | +5% | 9.9k | 22.52 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $218k | 4.0k | 54.86 | ||
| Tegna (TGNA) | 0.0 | $217k | 11k | 20.69 | ||
| Cintas Corporation (CTAS) | 0.0 | $217k | 558.00 | 388.89 | ||
| DTE Energy Company (DTE) | 0.0 | $215k | -3% | 1.9k | 114.85 | |
| Norfolk Southern (NSC) | 0.0 | $214k | +2% | 1.0k | 209.80 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $213k | 2.4k | 87.19 | ||
| General Mills (GIS) | 0.0 | $213k | 2.8k | 76.73 | ||
| ConocoPhillips (COP) | 0.0 | $212k | +8% | 2.1k | 102.27 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $210k | +7966% | 5.0k | 41.99 | |
| TJX Companies (TJX) | 0.0 | $207k | 3.3k | 62.05 | ||
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $207k | +17% | 2.6k | 78.71 | |
| Corteva (CTVA) | 0.0 | $207k | 3.6k | 57.15 | ||
| Broadcom (AVGO) | 0.0 | $206k | +14% | 464.00 | 443.97 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $201k | -28% | 4.2k | 48.12 | |
| General Electric Com New (GE) | 0.0 | $201k | -16% | 3.2k | 61.87 | |
| E M X Royalty Corpor small blend (EMX) | 0.0 | $198k | 106k | 1.86 | ||
| Wells Fargo & Company (WFC) | 0.0 | $198k | +5% | 4.9k | 40.13 | |
| Stryker Corporation (SYK) | 0.0 | $196k | -3% | 969.00 | 202.27 | |
| Nextera Energy (NEE) | 0.0 | $195k | +65% | 2.5k | 78.28 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $194k | 2.4k | 81.34 | ||
| AmerisourceBergen (ABC) | 0.0 | $193k | 1.4k | 135.34 | ||
| Phillips 66 (PSX) | 0.0 | $193k | +2% | 2.4k | 80.52 | |
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $193k | -3% | 3.7k | 51.52 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $190k | +132% | 3.1k | 61.53 | |
| Us Bancorp Del Com New (USB) | 0.0 | $188k | 4.7k | 40.32 | ||
| Fortive (FTV) | 0.0 | $187k | 3.2k | 58.40 | ||
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $183k | 6.0k | 30.35 | ||
| Allstate Corporation (ALL) | 0.0 | $183k | +190% | 1.5k | 124.41 | |
| Lennox International (LII) | 0.0 | $181k | 811.00 | 223.18 | ||
| Hershey Company (HSY) | 0.0 | $177k | -3% | 805.00 | 219.88 | |
| Aon Shs Cl A (AON) | 0.0 | $177k | +16% | 662.00 | 267.37 | |
| Yum! Brands (YUM) | 0.0 | $172k | 1.6k | 106.37 | ||
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $170k | 12k | 14.41 | ||
| Biogen Idec (BIIB) | 0.0 | $169k | -10% | 634.00 | 266.56 | |
| Oracle Corporation (ORCL) | 0.0 | $163k | 2.7k | 61.14 | ||
| American Electric Power Company (AEP) | 0.0 | $163k | 1.9k | 86.61 | ||
| Sba Communications Corp Cl A (SBAC) | 0.0 | $161k | 565.00 | 284.96 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $160k | +15% | 1.0k | 154.44 | |
| Sempra Energy (SRE) | 0.0 | $160k | 1.1k | 149.81 | ||
| Intuitive Surgical Com New (ISRG) | 0.0 | $157k | 840.00 | 186.90 | ||
| Paypal Holdings (PYPL) | 0.0 | $156k | +26% | 1.8k | 85.95 | |
| Ford Motor Company (F) | 0.0 | $154k | +12% | 14k | 11.21 | |
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.0 | $153k | NEW | 3.1k | 49.55 | |
| Webster Financial Corporation (WBS) | 0.0 | $151k | -7% | 3.3k | 45.18 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $150k | 695.00 | 215.83 | ||
| Dupont De Nemours (DD) | 0.0 | $149k | -5% | 3.0k | 50.29 | |
| Citigroup Com New (C) | 0.0 | $149k | -3% | 3.6k | 41.68 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $147k | 2.0k | 73.43 | ||
| Livent Corp (LTHM) | 0.0 | $146k | +2% | 4.8k | 30.61 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $145k | 2.3k | 62.85 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $145k | +11% | 564.00 | 257.09 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $145k | 11k | 12.82 | ||
| Cigna Corp (CI) | 0.0 | $144k | -12% | 520.00 | 276.92 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $142k | -22% | 515.00 | 275.73 | |
| BlackRock (BLK) | 0.0 | $138k | +4% | 250.00 | 552.00 | |
| Churchill Downs (CHDN) | 0.0 | $138k | 752.00 | 183.51 | ||
| Target Corporation (TGT) | 0.0 | $136k | +3% | 918.00 | 148.15 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $135k | 2.3k | 58.59 | ||
| Dow (DOW) | 0.0 | $134k | -8% | 3.1k | 43.89 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $130k | -16% | 883.00 | 147.23 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $129k | +107% | 11k | 11.54 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $128k | +40% | 1.9k | 66.56 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $128k | NEW | 1.9k | 67.12 | |
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $127k | +9% | 2.9k | 44.27 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $126k | +10% | 409.00 | 308.07 | |
| Automatic Data Processing (ADP) | 0.0 | $124k | +8% | 550.00 | 225.45 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $124k | 2.5k | 50.16 | ||
| NiSource (NI) | 0.0 | $123k | 4.9k | 25.09 | ||
| Moody's Corporation (MCO) | 0.0 | $123k | +3% | 504.00 | 244.05 | |
| 0.0 | $121k | 2.8k | 43.84 | |||
| Edwards Lifesciences (EW) | 0.0 | $121k | 1.5k | 82.93 | ||
| Bank of New York Mellon Corporation (BK) | 0.0 | $121k | -20% | 3.1k | 38.62 | |
| Toro Company (TTC) | 0.0 | $120k | 1.4k | 86.27 | ||
| O'reilly Automotive (ORLY) | 0.0 | $119k | 169.00 | 704.14 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $119k | 1.1k | 111.53 | ||
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $119k | 1.6k | 72.16 | ||
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $118k | +8% | 3.0k | 39.66 | |
| Chubb (CB) | 0.0 | $118k | -11% | 650.00 | 181.54 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $118k | -24% | 424.00 | 278.30 | |
| Nike CL B (NKE) | 0.0 | $117k | +55% | 1.4k | 83.16 | |
| American Tower Reit (AMT) | 0.0 | $117k | 544.00 | 215.07 | ||
| BP Sponsored Adr (BP) | 0.0 | $116k | +6% | 4.1k | 28.52 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $116k | 4.1k | 28.13 | ||
| Baxter International (BAX) | 0.0 | $116k | 2.2k | 53.83 | ||
| Analog Devices (ADI) | 0.0 | $115k | +21% | 822.00 | 139.90 | |
| Ecolab (ECL) | 0.0 | $114k | 788.00 | 144.67 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $114k | +8% | 3.3k | 35.02 | |
| S&p Global (SPGI) | 0.0 | $113k | 371.00 | 304.58 | ||
| Humana (HUM) | 0.0 | $113k | 233.00 | 484.98 | ||
| Southwest Airlines (LUV) | 0.0 | $113k | 3.7k | 30.94 | ||
| United Rentals (URI) | 0.0 | $111k | +4% | 410.00 | 270.73 | |
| Halliburton Company (HAL) | 0.0 | $108k | -4% | 4.4k | 24.64 | |
| Clorox Company (CLX) | 0.0 | $105k | +4% | 820.00 | 128.05 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $105k | -14% | 223.00 | 470.85 | |
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $105k | NEW | 5.1k | 20.54 | |
| Csw Industrials (CSWI) | 0.0 | $103k | 862.00 | 119.49 | ||
| Central Valley Community Ban (CVCY) | 0.0 | $103k | 5.8k | 17.68 | ||
| Audioeye Com New (AEYE) | 0.0 | $103k | -45% | 19k | 5.52 | |
| Waste Management (WM) | 0.0 | $102k | 635.00 | 160.63 | ||
| Hubbell (HUBB) | 0.0 | $102k | 457.00 | 223.19 | ||
| Prudential Financial (PRU) | 0.0 | $102k | 1.2k | 85.43 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $102k | -11% | 971.00 | 105.05 | |
| Western Alliance Bancorporation (WAL) | 0.0 | $99k | -33% | 1.5k | 65.74 | |
| Toyota Motor Corp Ads (TM) | 0.0 | $99k | 763.00 | 129.75 | ||
Past Filings by TCI Wealth Advisors
SEC 13F filings are viewable for TCI Wealth Advisors going back to 2013
- TCI Wealth Advisors 2022 Q3 filed Nov. 8, 2022
- TCI Wealth Advisors 2022 Q2 filed July 19, 2022
- TCI Wealth Advisors 2022 Q1 filed April 29, 2022
- TCI Wealth Advisors 2021 Q4 filed Jan. 24, 2022
- TCI Wealth Advisors 2021 Q3 filed Oct. 29, 2021
- TCI Wealth Advisors 2021 Q2 filed Aug. 2, 2021
- TCI Wealth Advisors 2021 Q1 filed April 29, 2021
- TCI Wealth Advisors 2020 Q4 filed Jan. 21, 2021
- TCI Wealth Advisors 2020 Q3 filed Oct. 20, 2020
- TCI Wealth Advisors 2020 Q2 filed July 20, 2020
- 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