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 46.30% of TCI Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: Dimensional Global Core Plus Fixed Income Etf (+$21M), AGG (+$18M), DFGR (+$15M), DFAS, DFIS, AVUV, DFAE, DFIV, AVDV, DUHP.
- Started 21 new stock positions in BLK, SCHF, YUM, Dimensional Global Core Plus Fixed Income Etf, CB, WBD, ESML, ADI, DFAR, WFC. URI, USB, DHI, NFLX, AMAT, NSC, CHDN, NEE, SRE, VLTO, USMV.
- Reduced shares in these 10 stocks: DFAT, CSQ, , PNW, , AAPL, NOW, BTZ, , AON.
- Sold out of its positions in BTZ, CSQ, COP, STIP, BXMX, Nuveen Quality Pref. Inc. Fund II, PHYS, AON.
- TCI Wealth Advisors was a net buyer of stock by $72M.
- TCI Wealth Advisors has $938M in assets under management (AUM), dropping by 19.67%.
- Central Index Key (CIK): 0001583751
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TCI Wealth Advisors holds 206 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Dimensional Etf Trust Us Small Cap Etf (DFAS) | 13.4 | $126M | +2% | 2.1M | 59.62 |
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Dimensional Etf Trust Us Equity Etf (DFUS) | 12.6 | $118M | 2.3M | 51.83 |
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Dimensional Etf Trust Us Mktwide Value (DFUV) | 8.3 | $78M | 2.1M | 37.22 |
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American Centy Etf Tr Us Sml Cp Valu (AVUV) | 7.1 | $67M | +2% | 743k | 89.80 |
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Dimensional Etf Trust Us Core Equity 2 (DFAC) | 4.9 | $46M | 1.6M | 29.23 |
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Dimensional Etf Trust Internatnal Val (DFIV) | 4.3 | $40M | +3% | 1.2M | 34.36 |
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American Centy Etf Tr Intl Smcp Vlu (AVDV) | 3.9 | $37M | +3% | 588k | 62.49 |
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Dimensional Etf Trust Us Targeted Vlu (DFAT) | 3.0 | $28M | -2% | 539k | 52.33 |
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Apple (AAPL) | 2.6 | $24M | 126k | 192.53 |
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Ishares Tr Core Us Aggbd Et (AGG) | 2.6 | $24M | +298% | 244k | 99.25 |
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Dimensional Etf Trust Global Core Plus | 2.2 | $21M | NEW | 395k | 53.26 |
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Dimensional Etf Trust Global Real Est (DFGR) | 1.9 | $18M | +546% | 673k | 25.98 |
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American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.8 | $17M | +3% | 306k | 56.39 |
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Dimensional Etf Trust World Ex Us Core (DFAX) | 1.8 | $17M | 698k | 24.42 |
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Dimensional Etf Trust Intl Small Cap E (DFIS) | 1.8 | $17M | +13% | 691k | 24.17 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $15M | 64k | 237.22 |
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Microsoft Corporation (MSFT) | 1.4 | $13M | 34k | 376.05 |
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Dimensional Etf Trust Intl High Profit (DIHP) | 1.1 | $10M | +8% | 399k | 25.66 |
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Dimensional Etf Trust Us High Profitab (DUHP) | 1.0 | $9.0M | +11% | 316k | 28.61 |
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.0 | $9.0M | +17% | 373k | 24.11 |
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American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.9 | $8.0M | +3% | 133k | 60.43 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $7.4M | 21k | 356.66 |
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Amazon (AMZN) | 0.7 | $6.7M | 44k | 151.94 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $6.3M | 13k | 477.63 |
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Johnson & Johnson (JNJ) | 0.7 | $6.1M | 39k | 156.74 |
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Exxon Mobil Corporation (XOM) | 0.6 | $5.9M | +2% | 59k | 99.98 |
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McDonald's Corporation (MCD) | 0.6 | $5.7M | 19k | 296.52 |
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Chevron Corporation (CVX) | 0.5 | $4.7M | +9% | 32k | 149.16 |
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Eli Lilly & Co. (LLY) | 0.5 | $4.7M | +8% | 8.1k | 582.92 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $4.7M | 9.8k | 475.30 |
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Caterpillar (CAT) | 0.5 | $4.5M | 15k | 295.67 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $3.9M | -2% | 26k | 147.14 |
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Costco Wholesale Corporation (COST) | 0.4 | $3.9M | -4% | 5.8k | 660.13 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.4M | -5% | 24k | 140.93 |
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Honeywell International (HON) | 0.4 | $3.4M | 16k | 209.71 |
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JPMorgan Chase & Co. (JPM) | 0.3 | $2.8M | +6% | 16k | 170.10 |
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Clorox Company (CLX) | 0.3 | $2.8M | 19k | 142.59 |
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Home Depot (HD) | 0.3 | $2.7M | 7.7k | 346.56 |
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Abbvie (ABBV) | 0.3 | $2.6M | 17k | 154.97 |
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.3 | $2.6M | +29% | 90k | 28.64 |
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Woodward Governor Company (WWD) | 0.3 | $2.6M | 19k | 136.13 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.5M | -7% | 18k | 139.69 |
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NVIDIA Corporation (NVDA) | 0.3 | $2.5M | +26% | 5.1k | 495.24 |
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Kimberly-Clark Corporation (KMB) | 0.3 | $2.4M | -2% | 20k | 121.51 |
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Procter & Gamble Company (PG) | 0.2 | $2.2M | +16% | 15k | 146.54 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.1M | -9% | 4.8k | 436.80 |
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Pepsi (PEP) | 0.2 | $2.1M | 12k | 169.84 |
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Abbott Laboratories (ABT) | 0.2 | $2.1M | 19k | 110.07 |
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Danaher Corporation (DHR) | 0.2 | $1.8M | 7.8k | 231.34 |
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Vanguard World Fds Energy Etf (VDE) | 0.2 | $1.8M | -6% | 15k | 117.28 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.7M | +10% | 8.2k | 213.34 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.7M | 20k | 88.36 |
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Tesla Motors (TSLA) | 0.2 | $1.6M | +10% | 6.6k | 248.48 |
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Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $1.6M | 31k | 50.47 |
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SM Energy (SM) | 0.2 | $1.5M | 39k | 38.72 |
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Union Pacific Corporation (UNP) | 0.2 | $1.4M | 5.9k | 245.61 |
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Upstart Hldgs (UPST) | 0.1 | $1.4M | +10% | 34k | 40.86 |
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Illinois Tool Works (ITW) | 0.1 | $1.4M | 5.2k | 261.94 |
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CVS Caremark Corporation (CVS) | 0.1 | $1.3M | +2% | 17k | 78.96 |
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Visa Com Cl A (V) | 0.1 | $1.3M | 5.1k | 260.35 |
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3M Company (MMM) | 0.1 | $1.3M | 12k | 109.32 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.3M | -5% | 8.0k | 165.24 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.3M | 5.4k | 241.78 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.3M | +14% | 3.2k | 409.46 |
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Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.3M | 11k | 117.22 |
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Lockheed Martin Corporation (LMT) | 0.1 | $1.3M | +62% | 2.9k | 453.24 |
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Mastercard Incorporated Cl A (MA) | 0.1 | $1.3M | -5% | 3.0k | 426.50 |
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Meta Platforms Cl A (META) | 0.1 | $1.3M | -4% | 3.6k | 353.96 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.2M | 16k | 75.35 |
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Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $1.1M | +93% | 42k | 27.05 |
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International Business Machines (IBM) | 0.1 | $1.1M | -2% | 6.9k | 163.54 |
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Amgen (AMGN) | 0.1 | $1.1M | -3% | 3.9k | 288.01 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.0M | 19k | 56.40 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.0M | +16% | 14k | 73.55 |
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.1 | $1.0M | 21k | 50.52 |
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Charles Schwab Corporation (SCHW) | 0.1 | $1.0M | -6% | 15k | 68.80 |
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Merck & Co (MRK) | 0.1 | $1.0M | +9% | 9.3k | 109.02 |
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Zscaler Incorporated (ZS) | 0.1 | $984k | 4.4k | 221.56 |
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Texas Instruments Incorporated (TXN) | 0.1 | $949k | 5.6k | 170.47 |
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Wal-Mart Stores (WMT) | 0.1 | $929k | -14% | 5.9k | 157.65 |
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Intel Corporation (INTC) | 0.1 | $913k | 18k | 50.25 |
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Verizon Communications (VZ) | 0.1 | $911k | 24k | 37.70 |
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UnitedHealth (UNH) | 0.1 | $905k | -2% | 1.7k | 526.47 |
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American Express Company (AXP) | 0.1 | $878k | -9% | 4.7k | 187.34 |
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At&t (T) | 0.1 | $867k | 52k | 16.78 |
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Qualcomm (QCOM) | 0.1 | $857k | +2% | 5.9k | 144.62 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $835k | 4.9k | 170.38 |
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $805k | 7.0k | 115.02 |
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Vanguard Index Fds Growth Etf (VUG) | 0.1 | $752k | +39% | 2.4k | 310.93 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $738k | -4% | 4.9k | 149.50 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $736k | -3% | 2.4k | 303.17 |
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Servicenow (NOW) | 0.1 | $707k | -31% | 1.0k | 706.49 |
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McKesson Corporation (MCK) | 0.1 | $700k | 1.5k | 463.03 |
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Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.1 | $682k | 22k | 31.13 |
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Zions Bancorporation (ZION) | 0.1 | $654k | 15k | 43.87 |
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Bank of America Corporation (BAC) | 0.1 | $651k | -23% | 19k | 33.67 |
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Dominion Resources (D) | 0.1 | $648k | -4% | 14k | 47.00 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $643k | 1.3k | 507.38 |
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General Electric Com New (GE) | 0.1 | $632k | +9% | 5.0k | 127.62 |
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Raytheon Technologies Corp (RTX) | 0.1 | $609k | -4% | 7.2k | 84.14 |
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Deere & Company (DE) | 0.1 | $599k | -5% | 1.5k | 399.87 |
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Pinnacle West Capital Corporation (PNW) | 0.1 | $595k | -45% | 8.3k | 71.84 |
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PPG Industries (PPG) | 0.1 | $580k | 3.9k | 149.55 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $569k | 10k | 56.14 |
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Marathon Petroleum Corp (MPC) | 0.1 | $561k | 3.8k | 148.37 |
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Advanced Micro Devices (AMD) | 0.1 | $554k | +7% | 3.8k | 147.40 |
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Cisco Systems (CSCO) | 0.1 | $550k | -3% | 11k | 50.52 |
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Broadcom (AVGO) | 0.1 | $544k | +71% | 488.00 | 1115.53 |
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W.W. Grainger (GWW) | 0.1 | $539k | 650.00 | 828.69 |
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Goldman Sachs (GS) | 0.1 | $535k | 1.4k | 385.77 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $532k | +12% | 6.9k | 77.02 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $526k | 6.3k | 82.96 |
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Thermo Fisher Scientific (TMO) | 0.1 | $524k | -9% | 988.00 | 530.79 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $522k | 2.9k | 179.98 |
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Boeing Company (BA) | 0.1 | $497k | -3% | 1.9k | 260.69 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $487k | -15% | 11k | 43.85 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $485k | NEW | 6.2k | 78.03 |
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Walt Disney Company (DIS) | 0.1 | $475k | -6% | 5.3k | 90.28 |
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Medtronic SHS (MDT) | 0.1 | $475k | -2% | 5.8k | 82.38 |
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FedEx Corporation (FDX) | 0.1 | $472k | -7% | 1.9k | 252.97 |
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Intuit (INTU) | 0.0 | $460k | 736.00 | 625.03 |
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Mister Car Wash (MCW) | 0.0 | $453k | 52k | 8.64 |
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Philip Morris International (PM) | 0.0 | $450k | 4.8k | 94.07 |
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Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $450k | 16k | 29.12 |
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Blackstone Group Inc Com Cl A (BX) | 0.0 | $449k | 3.4k | 130.93 |
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Starbucks Corporation (SBUX) | 0.0 | $443k | -6% | 4.6k | 96.01 |
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Travelers Companies (TRV) | 0.0 | $443k | 2.3k | 190.49 |
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Pfizer (PFE) | 0.0 | $438k | +4% | 15k | 28.79 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $425k | +10% | 4.1k | 102.89 |
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Ishares Tr Us Infrastruc (IFRA) | 0.0 | $417k | 10k | 40.27 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $414k | 5.3k | 77.73 |
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American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $410k | 7.6k | 53.88 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $405k | -5% | 9.9k | 41.10 |
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Cintas Corporation (CTAS) | 0.0 | $403k | +16% | 669.00 | 602.66 |
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Adobe Systems Incorporated (ADBE) | 0.0 | $402k | 674.00 | 596.60 |
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Oracle Corporation (ORCL) | 0.0 | $401k | 3.8k | 105.43 |
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TJX Companies (TJX) | 0.0 | $385k | -3% | 4.1k | 93.81 |
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salesforce (CRM) | 0.0 | $373k | 1.4k | 263.14 |
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Nucor Corporation (NUE) | 0.0 | $372k | -4% | 2.1k | 174.04 |
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Booking Holdings (BKNG) | 0.0 | $365k | -14% | 103.00 | 3547.22 |
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Lennox International (LII) | 0.0 | $363k | 810.00 | 447.52 |
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Intuitive Surgical Com New (ISRG) | 0.0 | $360k | 1.1k | 337.36 |
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Lowe's Companies (LOW) | 0.0 | $354k | -5% | 1.6k | 222.55 |
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Occidental Petroleum Corporation (OXY) | 0.0 | $350k | 5.9k | 59.71 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $346k | -4% | 7.2k | 47.90 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $341k | -2% | 3.1k | 111.63 |
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Calavo Growers (CVGW) | 0.0 | $339k | 12k | 29.41 |
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American Centy Etf Tr Avantis Respon U (AVSU) | 0.0 | $338k | -3% | 6.0k | 56.19 |
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Aptar (ATR) | 0.0 | $338k | 2.7k | 123.62 |
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Bristol Myers Squibb (BMY) | 0.0 | $333k | -2% | 6.5k | 51.31 |
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Southern Company (SO) | 0.0 | $330k | 4.7k | 70.12 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $324k | 3.0k | 108.23 |
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $321k | 10k | 31.76 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $318k | -6% | 1.6k | 200.71 |
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Nextera Energy (NEE) | 0.0 | $317k | NEW | 5.2k | 60.74 |
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Valero Energy Corporation (VLO) | 0.0 | $312k | 2.4k | 130.00 |
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Dimensional Etf Trust International (DFSI) | 0.0 | $308k | 9.6k | 32.03 |
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Mondelez Intl Cl A (MDLZ) | 0.0 | $307k | +22% | 4.2k | 72.44 |
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Altria (MO) | 0.0 | $305k | -15% | 7.6k | 40.34 |
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T. Rowe Price (TROW) | 0.0 | $294k | 2.7k | 107.69 |
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Applied Materials (AMAT) | 0.0 | $290k | NEW | 1.8k | 162.07 |
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Vanguard World Fds Financials Etf (VFH) | 0.0 | $290k | -25% | 3.1k | 92.26 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $284k | +13% | 9.1k | 31.19 |
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Cigna Corp (CI) | 0.0 | $284k | 949.00 | 299.45 |
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Phillips 66 (PSX) | 0.0 | $280k | -4% | 2.1k | 133.14 |
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AmerisourceBergen (COR) | 0.0 | $279k | -2% | 1.4k | 205.38 |
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Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $278k | 9.9k | 27.99 |
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Spdr Gold Tr Gold Shs (GLD) | 0.0 | $276k | -27% | 1.4k | 191.17 |
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Coca-Cola Company (KO) | 0.0 | $276k | -12% | 4.7k | 58.93 |
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Stryker Corporation (SYK) | 0.0 | $269k | 898.00 | 299.46 |
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Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $269k | 5.8k | 46.62 |
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Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $267k | NEW | 12k | 22.74 |
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Hf Sinclair Corp (DINO) | 0.0 | $262k | 4.7k | 55.57 |
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Xcel Energy (XEL) | 0.0 | $262k | 4.2k | 61.91 |
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DTE Energy Company (DTE) | 0.0 | $255k | 2.3k | 110.25 |
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Fortive (FTV) | 0.0 | $248k | -3% | 3.4k | 73.63 |
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SYSCO Corporation (SYY) | 0.0 | $242k | -3% | 3.3k | 73.13 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $242k | 500.00 | 483.77 |
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Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $239k | 3.7k | 63.85 |
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BlackRock (BLK) | 0.0 | $236k | NEW | 291.00 | 810.69 |
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Chubb (CB) | 0.0 | $231k | NEW | 1.0k | 226.00 |
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United Parcel Service CL B (UPS) | 0.0 | $231k | +3% | 1.5k | 157.19 |
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Accelerate Diagnostics Com New (AXDX) | 0.0 | $230k | 59k | 3.92 |
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Norfolk Southern (NSC) | 0.0 | $228k | NEW | 964.00 | 236.34 |
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $226k | 4.5k | 49.72 |
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Netflix (NFLX) | 0.0 | $224k | NEW | 459.00 | 486.88 |
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Anthem (ELV) | 0.0 | $223k | -2% | 473.00 | 471.56 |
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United Rentals (URI) | 0.0 | $221k | NEW | 386.00 | 573.42 |
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D.R. Horton (DHI) | 0.0 | $217k | NEW | 1.4k | 151.98 |
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American Centy Etf Tr Avantis Responsi (AVSE) | 0.0 | $216k | -2% | 4.5k | 47.96 |
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Ishares Tr Esg Aware Msci (ESML) | 0.0 | $213k | NEW | 5.6k | 38.01 |
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Veralto Corp Com Shs (VLTO) | 0.0 | $213k | NEW | 2.6k | 82.26 |
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Us Bancorp Del Com New (USB) | 0.0 | $212k | NEW | 4.9k | 43.28 |
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Wells Fargo & Company (WFC) | 0.0 | $207k | NEW | 4.2k | 49.22 |
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Sempra Energy (SRE) | 0.0 | $205k | NEW | 2.7k | 74.73 |
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Yum! Brands (YUM) | 0.0 | $203k | NEW | 1.6k | 130.66 |
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Churchill Downs (CHDN) | 0.0 | $203k | NEW | 1.5k | 134.93 |
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Analog Devices (ADI) | 0.0 | $203k | NEW | 1.0k | 198.56 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $201k | NEW | 5.4k | 36.96 |
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Ford Motor Company (F) | 0.0 | $156k | -13% | 13k | 12.19 |
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Tegna (TGNA) | 0.0 | $153k | -2% | 10k | 15.30 |
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Warner Bros Discovery Com Ser A (WBD) | 0.0 | $120k | NEW | 11k | 11.38 |
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DNP Select Income Fund (DNP) | 0.0 | $97k | 11k | 8.48 |
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Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $86k | -50% | 11k | 7.75 |
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Clear Channel Outdoor Holdings (CCO) | 0.0 | $52k | 29k | 1.82 |
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Ring Energy (REI) | 0.0 | $17k | +17% | 12k | 1.46 |
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Past Filings by TCI Wealth Advisors
SEC 13F filings are viewable for TCI Wealth Advisors going back to 2013
- 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
- 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