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 48.99% of TCI Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVUV (+$5.1M), DFAS, DFUV, AVDV, TFLO, DFAC, NEAR, AGG, DFAE, DUHP.
- Started 2 new stock positions in NEAR, TFLO.
- Reduced shares in these 10 stocks: VTI, STIP, VXUS, MUB, DFAT, TSLA, SRE, VTIP, UPST, DG.
- Sold out of its positions in AADI, AAON, AIR, ACCO, ADT, ACVA, ABM, AFL, AGCO, ACMR.
- TCI Wealth Advisors was a net seller of stock by $-25M.
- TCI Wealth Advisors has $783M in assets under management (AUM), dropping by 1.61%.
- Central Index Key (CIK): 0001583751
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Portfolio Holdings for TCI Wealth Advisors
TCI Wealth Advisors holds 196 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 13.9 | $109M | +3% | 2.0M | 54.80 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 13.8 | $108M | 2.3M | 48.16 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 8.9 | $70M | +3% | 2.0M | 34.50 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 7.0 | $55M | +10% | 703k | 77.61 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 5.4 | $42M | +3% | 1.6M | 27.15 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 4.7 | $36M | 1.1M | 32.85 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 4.0 | $32M | +6% | 550k | 57.56 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 3.3 | $26M | 562k | 46.39 |
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| Apple (AAPL) | 2.7 | $21M | 110k | 193.97 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.0 | $16M | 295k | 53.81 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 2.0 | $15M | +2% | 659k | 23.31 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $14M | -8% | 64k | 220.28 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 1.6 | $13M | +4% | 566k | 22.82 |
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| Microsoft Corporation (MSFT) | 1.4 | $11M | 33k | 340.54 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 1.1 | $8.4M | +2% | 345k | 24.48 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.0 | $7.4M | 130k | 57.40 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.9 | $6.8M | +9% | 255k | 26.54 |
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| Johnson & Johnson (JNJ) | 0.8 | $6.6M | 40k | 165.52 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.8 | $6.5M | +14% | 279k | 23.46 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $6.2M | +3% | 14k | 445.70 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $6.1M | 18k | 341.00 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $5.9M | +16% | 61k | 97.95 |
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| Amazon (AMZN) | 0.7 | $5.9M | 45k | 130.36 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $5.9M | 55k | 107.25 |
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| McDonald's Corporation (MCD) | 0.7 | $5.7M | 19k | 298.40 |
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| Chevron Corporation (CVX) | 0.6 | $4.5M | 29k | 157.35 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $4.5M | +4% | 10k | 443.26 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $3.9M | 29k | 134.87 |
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| Caterpillar (CAT) | 0.5 | $3.7M | 15k | 246.05 |
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| Eli Lilly & Co. (LLY) | 0.4 | $3.5M | 7.5k | 468.96 |
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| Honeywell International (HON) | 0.4 | $3.3M | 16k | 207.50 |
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| Costco Wholesale Corporation (COST) | 0.4 | $3.2M | 5.9k | 538.35 |
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| Clorox Company (CLX) | 0.4 | $3.1M | 19k | 159.04 |
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| Kimberly-Clark Corporation (KMB) | 0.4 | $2.8M | 20k | 138.06 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.7M | 22k | 120.97 |
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| Home Depot (HD) | 0.3 | $2.4M | 7.7k | 310.63 |
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| Pepsi (PEP) | 0.3 | $2.3M | -3% | 12k | 185.22 |
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| Woodward Governor Company (WWD) | 0.3 | $2.3M | 19k | 118.91 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.2M | -4% | 15k | 145.44 |
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| Abbvie (ABBV) | 0.3 | $2.2M | 17k | 134.73 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.2M | +3% | 18k | 119.70 |
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| Abbott Laboratories (ABT) | 0.3 | $2.1M | 20k | 109.02 |
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| Procter & Gamble Company (PG) | 0.2 | $1.9M | +7% | 13k | 151.74 |
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| Danaher Corporation (DHR) | 0.2 | $1.9M | 7.9k | 240.00 |
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| Vanguard World Fds Energy Etf (VDE) | 0.2 | $1.9M | -5% | 17k | 112.89 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.8M | -6% | 4.5k | 407.30 |
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| NVIDIA Corporation (NVDA) | 0.2 | $1.7M | +5% | 3.9k | 423.04 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.6M | 20k | 83.56 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.5M | +6% | 7.6k | 198.90 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.2 | $1.4M | +12% | 59k | 24.39 |
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| Tesla Motors (TSLA) | 0.2 | $1.4M | -21% | 5.5k | 261.78 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.4M | 9.0k | 157.82 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $1.4M | -36% | 15k | 97.60 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $1.4M | NEW | 28k | 50.67 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.4M | -2% | 12k | 113.30 |
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| Illinois Tool Works (ITW) | 0.2 | $1.3M | 5.2k | 250.16 |
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| 3M Company (MMM) | 0.2 | $1.3M | 13k | 100.09 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $1.3M | +10% | 46k | 27.32 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.3M | 5.5k | 229.75 |
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| SM Energy (SM) | 0.2 | $1.2M | 39k | 31.63 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.2M | +8% | 17k | 72.69 |
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| Pinnacle West Capital Corporation (PNW) | 0.2 | $1.2M | 15k | 81.46 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.2M | 17k | 72.50 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.2M | 5.9k | 204.61 |
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| CVS Caremark Corporation (CVS) | 0.1 | $1.1M | 17k | 69.13 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.1M | 2.9k | 393.25 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | -6% | 3.0k | 369.44 |
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| Visa Com Cl A (V) | 0.1 | $1.1M | 4.7k | 237.48 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.0M | +8% | 11k | 97.96 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.0M | 5.7k | 180.03 |
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| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.1 | $1.0M | NEW | 21k | 49.72 |
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| Merck & Co (MRK) | 0.1 | $964k | 8.4k | 115.39 |
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| Verizon Communications (VZ) | 0.1 | $947k | 26k | 37.19 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $935k | -12% | 17k | 56.68 |
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| American Express Company (AXP) | 0.1 | $935k | +6% | 5.4k | 174.20 |
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| Wal-Mart Stores (WMT) | 0.1 | $934k | 5.9k | 157.19 |
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| International Business Machines (IBM) | 0.1 | $929k | 6.9k | 133.80 |
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| Upstart Hldgs (UPST) | 0.1 | $922k | -20% | 26k | 35.81 |
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| Amgen (AMGN) | 0.1 | $877k | -4% | 4.0k | 222.01 |
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| UnitedHealth (UNH) | 0.1 | $813k | -4% | 1.7k | 480.64 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $811k | -2% | 5.0k | 162.41 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $788k | +11% | 5.5k | 142.09 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $776k | 7.0k | 110.48 |
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| Servicenow (NOW) | 0.1 | $745k | 1.3k | 561.97 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $743k | +15% | 9.8k | 75.57 |
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| Qualcomm (QCOM) | 0.1 | $733k | 6.2k | 119.05 |
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| Dominion Resources (D) | 0.1 | $713k | 14k | 51.79 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $709k | +34% | 2.6k | 275.18 |
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| Bank of America Corporation (BAC) | 0.1 | $705k | +5% | 25k | 28.69 |
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| Meta Platforms Cl A (META) | 0.1 | $699k | -19% | 2.4k | 286.98 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $693k | 1.5k | 460.38 |
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| At&t (T) | 0.1 | $689k | -8% | 43k | 15.95 |
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| Zscaler Incorporated (ZS) | 0.1 | $652k | 4.5k | 146.30 |
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| McKesson Corporation (MCK) | 0.1 | $644k | 1.5k | 427.18 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.1 | $629k | 22k | 28.70 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $621k | 1.3k | 478.91 |
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| Intel Corporation (INTC) | 0.1 | $620k | 19k | 33.44 |
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| Pfizer (PFE) | 0.1 | $619k | 17k | 36.68 |
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| Deere & Company (DE) | 0.1 | $601k | 1.5k | 405.25 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $590k | 1.1k | 521.75 |
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| Cisco Systems (CSCO) | 0.1 | $577k | 11k | 51.74 |
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| PPG Industries (PPG) | 0.1 | $575k | 3.9k | 148.30 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $556k | 10k | 54.41 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $543k | +6% | 3.3k | 165.40 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $524k | -28% | 13k | 39.08 |
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| Medtronic SHS (MDT) | 0.1 | $513k | 5.8k | 88.11 |
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| W.W. Grainger (GWW) | 0.1 | $513k | 650.00 | 788.59 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $509k | +39% | 5.2k | 96.99 |
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| Mister Car Wash (MCW) | 0.1 | $507k | 53k | 9.65 |
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| General Electric Com New (GE) | 0.1 | $499k | 4.5k | 109.84 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $498k | +3% | 1.8k | 283.02 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $489k | -2% | 12k | 40.68 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $478k | 6.4k | 74.95 |
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| Philip Morris International (PM) | 0.1 | $466k | 4.8k | 97.62 |
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| FedEx Corporation (FDX) | 0.1 | $464k | 1.9k | 247.90 |
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| Walt Disney Company (DIS) | 0.1 | $464k | 5.2k | 89.27 |
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| Starbucks Corporation (SBUX) | 0.1 | $462k | 4.7k | 99.06 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $461k | 11k | 41.55 |
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| Oracle Corporation (ORCL) | 0.1 | $457k | 3.8k | 119.09 |
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| Goldman Sachs (GS) | 0.1 | $449k | 1.4k | 322.54 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $442k | +7% | 8.4k | 52.37 |
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| Bristol Myers Squibb (BMY) | 0.1 | $441k | -11% | 6.9k | 63.95 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $439k | -9% | 3.8k | 116.60 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $421k | -19% | 9.1k | 46.18 |
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| Boeing Company (BA) | 0.1 | $418k | -4% | 2.0k | 211.18 |
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| Travelers Companies (TRV) | 0.1 | $414k | 2.4k | 173.66 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $397k | 16k | 25.70 |
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| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $391k | -3% | 7.6k | 51.21 |
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| Advanced Micro Devices (AMD) | 0.0 | $390k | +11% | 3.4k | 113.93 |
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| Lowe's Companies (LOW) | 0.0 | $390k | 1.7k | 225.70 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $388k | -5% | 5.3k | 73.03 |
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| Altria (MO) | 0.0 | $377k | 8.3k | 45.30 |
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| Nucor Corporation (NUE) | 0.0 | $350k | 2.1k | 163.98 |
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| Zions Bancorporation (ZION) | 0.0 | $346k | +3% | 13k | 26.86 |
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| TJX Companies (TJX) | 0.0 | $343k | 4.0k | 84.79 |
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| Vanguard World Fds Financials Etf (VFH) | 0.0 | $343k | -4% | 4.2k | 81.24 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $343k | +71% | 5.8k | 58.80 |
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| Southern Company (SO) | 0.0 | $339k | 4.8k | 70.25 |
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| Intuit (INTU) | 0.0 | $335k | 732.00 | 458.19 |
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| Calavo Growers (CVGW) | 0.0 | $333k | 12k | 29.02 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $332k | -13% | 3.1k | 106.09 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $329k | +2% | 963.00 | 341.94 |
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| Coca-Cola Company (KO) | 0.0 | $328k | 5.4k | 60.22 |
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| American Centy Etf Tr Avantis Respon U (AVSU) | 0.0 | $325k | -5% | 6.3k | 51.63 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $321k | 11k | 30.51 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $318k | +2% | 1.7k | 187.27 |
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| Aptar (ATR) | 0.0 | $317k | 2.7k | 115.86 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $308k | -4% | 3.3k | 92.98 |
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| T. Rowe Price (TROW) | 0.0 | $304k | 2.7k | 112.02 |
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| salesforce (CRM) | 0.0 | $303k | 1.4k | 211.26 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $287k | +18% | 2.9k | 99.65 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $283k | 3.9k | 72.62 |
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| Valero Energy Corporation (VLO) | 0.0 | $282k | 2.4k | 117.30 |
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| Cintas Corporation (CTAS) | 0.0 | $279k | 561.00 | 497.08 |
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| Stryker Corporation (SYK) | 0.0 | $274k | 898.00 | 305.09 |
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| United Parcel Service CL B (UPS) | 0.0 | $269k | -6% | 1.5k | 179.26 |
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| Xcel Energy (XEL) | 0.0 | $266k | -15% | 4.3k | 62.17 |
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| Lennox International (LII) | 0.0 | $264k | 811.00 | 326.07 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $262k | +2% | 536.00 | 488.99 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $262k | 9.9k | 26.33 |
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| AmerisourceBergen (ABC) | 0.0 | $261k | 1.4k | 192.43 |
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| SYSCO Corporation (SYY) | 0.0 | $258k | -2% | 3.5k | 74.20 |
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| Booking Holdings (BKNG) | 0.0 | $251k | +3% | 93.00 | 2700.33 |
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| Fortive (FTV) | 0.0 | $250k | 3.3k | 74.77 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $249k | 3.4k | 72.95 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $247k | +11% | 558.00 | 441.97 |
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| Dimensional Etf Trust International (DFSI) | 0.0 | $244k | 8.0k | 30.45 |
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| Broadcom (AVGO) | 0.0 | $241k | +4% | 278.00 | 866.00 |
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| DTE Energy Company (DTE) | 0.0 | $238k | +15% | 2.2k | 110.04 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $232k | +3% | 7.5k | 30.93 |
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| Aon Shs Cl A (AON) | 0.0 | $228k | 661.00 | 345.20 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $228k | 1.3k | 178.27 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $223k | 3.7k | 59.46 |
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| Norfolk Southern (NSC) | 0.0 | $218k | 963.00 | 226.70 |
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| Yum! Brands (YUM) | 0.0 | $216k | 1.6k | 138.55 |
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| Nextera Energy (NEE) | 0.0 | $216k | 2.9k | 74.20 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $212k | +47% | 4.6k | 46.53 |
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| American Centy Etf Tr Avantis Responsi (AVSE) | 0.0 | $212k | 4.6k | 45.93 |
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| Hf Sinclair Corp (DINO) | 0.0 | $210k | -9% | 4.7k | 44.61 |
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| Anthem (ELV) | 0.0 | $210k | 473.00 | 444.29 |
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| Phillips 66 (PSX) | 0.0 | $210k | -8% | 2.2k | 95.38 |
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| Churchill Downs (CHDN) | 0.0 | $209k | +100% | 1.5k | 139.17 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $209k | 7.3k | 28.49 |
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| Corteva (CTVA) | 0.0 | $207k | 3.6k | 57.30 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $204k | +11% | 9.5k | 21.52 |
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| Hershey Company (HSY) | 0.0 | $202k | 809.00 | 249.66 |
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| Alliant Energy Corporation (LNT) | 0.0 | $201k | +468% | 3.8k | 52.48 |
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| General Mills (GIS) | 0.0 | $201k | 2.6k | 76.69 |
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| Ford Motor Company (F) | 0.0 | $189k | 13k | 15.13 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $169k | 11k | 14.92 |
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| Tegna (TGNA) | 0.0 | $168k | 10k | 16.24 |
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| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $157k | 22k | 7.08 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $131k | +3% | 10k | 12.54 |
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| DNP Select Income Fund (DNP) | 0.0 | $119k | 11k | 10.48 |
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| Clear Channel Outdoor Holdings (CCO) | 0.0 | $39k | 29k | 1.37 |
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| Ring Energy (REI) | 0.0 | $20k | -29% | 12k | 1.71 |
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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 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
- TCI Wealth Advisors 2019 Q4 filed Jan. 27, 2020
- TCI Wealth Advisors 2019 Q3 filed Oct. 17, 2019