TCI Wealth Advisors
Latest statistics and disclosures from TCI Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFUS, DFAS, DFAC, AVUV, Dimensional Etf Trust, and represent 46.79% of TCI Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: Dimensional Etf Trust (+$33M), Dimensional Etf Trust (+$16M), UPST (+$6.5M), AVUV, DFAS, AMZN, BABA, AVDV, DFAC, GOOGL.
- Started 328 new stock positions in SOFI, XHR, XLU, STBA, SGC, SMDV, HYFM, FBK, NEX, PFC.
- Reduced shares in these 10 stocks: AFRM, MSFT, ZS, DOCU, GME, SHOP, NET, PFXF, DFAT, KO.
- Sold out of its positions in ABB, ADT, AMLP, SBIO, AXTI, PPLT, MSOS, ADVM, AJRD, AEM.
- TCI Wealth Advisors was a net buyer of stock by $69M.
- TCI Wealth Advisors has $655M in assets under management (AUM), dropping by 10.78%.
- 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 September 2021 quarterly 13F filing
TCI Wealth Advisors has 2423 total positions. Only the first 250 positions are shown.
- Sign up to view all of the TCI Wealth Advisors Sept. 30, 2021 positions
- Download the TCI Wealth Advisors September 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 15.1 | $99M | 2.1M | 47.16 | ||
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 14.9 | $97M | +2% | 1.7M | 57.50 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 6.3 | $41M | +4% | 1.5M | 26.57 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 5.5 | $36M | +9% | 479k | 75.61 | |
| Dimensional Etf Trust Internatnal Val | 5.1 | $33M | NEW | 1.0M | 32.74 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 4.5 | $30M | 669k | 44.40 | ||
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 3.2 | $21M | +11% | 321k | 64.61 | |
| Microsoft Corporation (MSFT) | 2.7 | $18M | -13% | 62k | 281.92 | |
| Dimensional Etf Trust World Ex Us Core | 2.5 | $16M | NEW | 621k | 25.88 | |
| Apple (AAPL) | 2.3 | $15M | 108k | 141.50 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.2 | $14M | 65k | 222.05 | ||
| Amazon Call Option (AMZN) | 1.7 | $11M | +31% | 3.4k | 3285.00 | |
| Johnson & Johnson (JNJ) | 1.0 | $6.7M | 41k | 161.50 | ||
| Upstart Hldgs Call Option (UPST) | 1.0 | $6.5M | NEW | 21k | 316.50 | |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $5.9M | -6% | 14k | 430.81 | |
| Alibaba Group Hldg Sponsored Ads Call Option (BABA) | 0.8 | $5.3M | +94% | 36k | 148.06 | |
| Alphabet Cap Stk Cl A Call Option (GOOGL) | 0.8 | $5.2M | +50% | 2.0k | 2674.00 | |
| McDonald's Corporation (MCD) | 0.8 | $5.2M | 22k | 241.12 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $4.6M | 17k | 272.93 | ||
| Exxon Mobil Corporation (XOM) | 0.6 | $3.7M | 64k | 58.81 | ||
| Honeywell International (HON) | 0.5 | $3.6M | 17k | 212.30 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $3.6M | -7% | 1.3k | 2665.17 | |
| Home Depot (HD) | 0.5 | $3.4M | 10k | 328.26 | ||
| Chevron Corporation (CVX) | 0.5 | $3.2M | 32k | 101.44 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $3.2M | 7.4k | 429.17 | ||
| 3M Company (MMM) | 0.5 | $3.2M | 18k | 175.44 | ||
| Caterpillar (CAT) | 0.5 | $3.2M | +3% | 16k | 191.94 | |
| Costco Wholesale Corporation (COST) | 0.4 | $2.9M | -5% | 6.5k | 449.33 | |
| Danaher Corporation (DHR) | 0.4 | $2.8M | 9.3k | 304.41 | ||
| Kimberly-Clark Corporation (KMB) | 0.4 | $2.7M | 21k | 132.42 | ||
| Abbott Laboratories (ABT) | 0.4 | $2.6M | 22k | 118.13 | ||
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.6M | -7% | 16k | 163.71 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $2.2M | 21k | 101.77 | ||
| Woodward Governor Company (WWD) | 0.3 | $2.2M | 19k | 113.22 | ||
| Pepsi (PEP) | 0.3 | $2.1M | -2% | 14k | 150.38 | |
| Tesla Motors (TSLA) | 0.3 | $1.9M | +2% | 2.5k | 775.36 | |
| Zscaler Incorporated Call Option (ZS) | 0.3 | $1.8M | -53% | 6.9k | 262.00 | |
| Qualcomm Call Option (QCOM) | 0.3 | $1.8M | -2% | 14k | 128.93 | |
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $1.8M | +7% | 15k | 114.74 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.8M | -5% | 7.6k | 231.00 | |
| Abbvie (ABBV) | 0.3 | $1.7M | -7% | 16k | 107.85 | |
| CVS Caremark Corporation (CVS) | 0.2 | $1.6M | 19k | 84.88 | ||
| Intel Corporation (INTC) | 0.2 | $1.6M | 31k | 53.27 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.6M | 5.6k | 280.26 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.5M | 9.9k | 156.47 | ||
| Vanguard World Fds Energy Etf (VDE) | 0.2 | $1.5M | -5% | 20k | 73.90 | |
| Verizon Communications (VZ) | 0.2 | $1.5M | -2% | 28k | 54.00 | |
| Procter & Gamble Company (PG) | 0.2 | $1.5M | +5% | 11k | 139.75 | |
| At&t (T) | 0.2 | $1.5M | +4% | 54k | 27.01 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.4M | 18k | 78.01 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.4M | +5% | 6.2k | 218.65 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $1.3M | +7% | 9.9k | 133.64 | |
| Paypal Holdings Call Option (PYPL) | 0.2 | $1.2M | 4.6k | 260.40 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.2M | +141% | 4.1k | 290.09 | |
| Union Pacific Corporation (UNP) | 0.2 | $1.2M | 6.1k | 195.97 | ||
| Bank of America Corporation (BAC) | 0.2 | $1.2M | +4% | 27k | 42.44 | |
| Facebook Cl A (FB) | 0.2 | $1.1M | +13% | 3.3k | 339.32 | |
| Illinois Tool Works (ITW) | 0.2 | $1.1M | 5.5k | 206.55 | ||
| Texas Instruments Incorporated (TXN) | 0.2 | $1.1M | +59% | 5.8k | 192.16 | |
| Visa Com Cl A (V) | 0.2 | $1.1M | -12% | 5.0k | 222.69 | |
| Dominion Resources (D) | 0.2 | $1.1M | 15k | 72.99 | ||
| Quidel Corporation Call Option (QDEL) | 0.2 | $1.1M | 7.5k | 141.20 | ||
| SM Energy (SM) | 0.2 | $1.0M | 39k | 26.39 | ||
| MercadoLibre Call Option (MELI) | 0.2 | $1.0M | +49% | 612.00 | 1680.00 | |
| Alliance Data Systems Corporation Call Option (ADS) | 0.2 | $1.0M | +100% | 10k | 100.90 | |
| Freeport-mcmoran CL B Call Option (FCX) | 0.2 | $1.0M | +250% | 31k | 32.53 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $972k | 2.5k | 394.48 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $971k | 2.7k | 357.91 | ||
| Zions Bancorporation (ZION) | 0.1 | $948k | +2% | 15k | 61.90 | |
| Walt Disney Company (DIS) | 0.1 | $940k | -6% | 5.6k | 169.25 | |
| Servicenow (NOW) | 0.1 | $932k | 1.5k | 622.58 | ||
| NVIDIA Corporation (NVDA) | 0.1 | $931k | +393% | 4.5k | 207.26 | |
| Wal-Mart Stores (WMT) | 0.1 | $867k | +7% | 6.2k | 139.30 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $859k | +2% | 2.5k | 347.77 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $844k | +98% | 17k | 50.47 | |
| International Business Machines (IBM) | 0.1 | $839k | 6.0k | 139.00 | ||
| Pfizer (PFE) | 0.1 | $826k | +7% | 19k | 42.99 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $794k | +15% | 23k | 34.07 | |
| Starbucks Corporation (SBUX) | 0.1 | $780k | 7.1k | 110.34 | ||
| Medtronic SHS (MDT) | 0.1 | $764k | 6.1k | 125.39 | ||
| American Express Company (AXP) | 0.1 | $759k | 4.5k | 167.55 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $738k | 4.8k | 153.56 | ||
| Boeing Company (BA) | 0.1 | $733k | -12% | 3.3k | 220.05 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $701k | +24% | 18k | 38.83 | |
| Amgen (AMGN) | 0.1 | $700k | -7% | 3.3k | 212.64 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $684k | -2% | 2.5k | 274.04 | |
| Pinnacle West Capital Corporation (PNW) | 0.1 | $676k | 9.3k | 72.37 | ||
| Cisco Systems (CSCO) | 0.1 | $671k | 12k | 54.40 | ||
| Comcast Corp Cl A (CMCSA) | 0.1 | $638k | -10% | 11k | 55.89 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $633k | 4.7k | 135.43 | ||
| Merck & Co (MRK) | 0.1 | $631k | +9% | 8.4k | 75.06 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $626k | +16% | 3.7k | 169.37 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $625k | 7.3k | 85.49 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $618k | 10k | 60.96 | ||
| UnitedHealth (UNH) | 0.1 | $613k | +30% | 1.6k | 390.69 | |
| Calavo Growers (CVGW) | 0.1 | $607k | -8% | 16k | 38.22 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $594k | 5.7k | 103.97 | ||
| Eversource Energy (ES) | 0.1 | $583k | 7.1k | 81.79 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $564k | +3% | 8.9k | 63.27 | |
| PPG Industries (PPG) | 0.1 | $561k | 3.9k | 143.00 | ||
| Adobe Systems Incorporated (ADBE) | 0.1 | $556k | -17% | 965.00 | 576.17 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $534k | +4% | 6.2k | 85.92 | |
| Intuit (INTU) | 0.1 | $523k | -26% | 969.00 | 539.73 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $522k | -11% | 1.5k | 345.24 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $513k | +25% | 10k | 50.01 | |
| Vanguard World Fds Financials Etf (VFH) | 0.1 | $505k | +32% | 5.5k | 92.58 | |
| Pure Storage Cl A (PSTG) | 0.1 | $500k | 20k | 25.15 | ||
| Thermo Fisher Scientific (TMO) | 0.1 | $495k | +8% | 867.00 | 570.93 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $485k | 3.3k | 148.14 | ||
| T. Rowe Price (TROW) | 0.1 | $482k | 2.5k | 196.73 | ||
| Charles Schwab Corporation (SCHW) | 0.1 | $475k | 6.5k | 72.83 | ||
| Citigroup Com New (C) | 0.1 | $464k | +2% | 6.6k | 70.12 | |
| Deere & Company (DE) | 0.1 | $463k | +2% | 1.4k | 335.26 | |
| FedEx Corporation (FDX) | 0.1 | $439k | 2.0k | 219.28 | ||
| General Electric Com New (GE) | 0.1 | $433k | NEW | 4.2k | 103.07 | |
| Altria (MO) | 0.1 | $432k | 9.5k | 45.47 | ||
| Western Alliance Bancorporation (WAL) | 0.1 | $431k | 4.0k | 108.70 | ||
| Bristol Myers Squibb (BMY) | 0.1 | $421k | -17% | 7.1k | 59.22 | |
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $420k | 11k | 38.50 | ||
| salesforce (CRM) | 0.1 | $396k | -2% | 1.5k | 271.42 | |
| Automatic Data Processing (ADP) | 0.1 | $395k | +91% | 2.0k | 199.90 | |
| Audioeye Com New (AEYE) | 0.1 | $394k | +3% | 36k | 11.03 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $389k | +10% | 3.3k | 116.50 | |
| Kinross Gold Corp Call Option (KGC) | 0.1 | $380k | +128% | 71k | 5.36 | |
| Lowe's Companies (LOW) | 0.1 | $379k | -4% | 1.9k | 202.67 | |
| Philip Morris International (PM) | 0.1 | $377k | 4.0k | 94.75 | ||
| Walgreen Boots Alliance (WBA) | 0.1 | $374k | 8.0k | 47.01 | ||
| McKesson Corporation (MCK) | 0.1 | $354k | 1.8k | 199.44 | ||
| Travelers Companies (TRV) | 0.1 | $351k | 2.3k | 152.15 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $348k | 1.6k | 218.87 | ||
| Palantir Technologies Cl A Call Option (PLTR) | 0.1 | $338k | +78% | 14k | 24.00 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $337k | 3.1k | 109.13 | ||
| Goldman Sachs (GS) | 0.1 | $333k | +31% | 880.00 | 378.41 | |
| Aptar (ATR) | 0.0 | $326k | 2.7k | 119.50 | ||
| Accelr8 Technology (AXDX) | 0.0 | $324k | 56k | 5.83 | ||
| Southern Company (SO) | 0.0 | $318k | +20% | 5.1k | 62.00 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $310k | -3% | 312.00 | 993.59 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $308k | 3.0k | 103.22 | ||
| Advanced Micro Devices (AMD) | 0.0 | $304k | -4% | 3.0k | 102.84 | |
| Stryker Corporation (SYK) | 0.0 | $304k | -34% | 1.2k | 263.66 | |
| SYSCO Corporation (SYY) | 0.0 | $291k | +4% | 3.7k | 78.61 | |
| United Parcel Service CL B (UPS) | 0.0 | $291k | +16% | 1.6k | 182.10 | |
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $288k | 3.9k | 74.25 | ||
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $286k | 9.4k | 30.44 | ||
| Marathon Petroleum Corp (MPC) | 0.0 | $283k | +16% | 4.6k | 61.80 | |
| E M X Royalty Corpor small blend (EMX) | 0.0 | $272k | 106k | 2.56 | ||
| Oracle Corporation (ORCL) | 0.0 | $271k | +31% | 3.1k | 87.25 | |
| Xcel Energy (XEL) | 0.0 | $270k | 4.3k | 62.41 | ||
| Bank of New York Mellon Corporation (BK) | 0.0 | $266k | +123% | 5.1k | 51.79 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $263k | 18k | 15.06 | ||
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $262k | +527% | 1.9k | 139.73 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $257k | -26% | 6.8k | 37.55 | |
| Coca-Cola Company (KO) | 0.0 | $256k | -67% | 4.9k | 52.42 | |
| Us Bancorp Del Com New (USB) | 0.0 | $255k | +3% | 4.3k | 59.44 | |
| W.W. Grainger (GWW) | 0.0 | $254k | +2% | 647.00 | 392.58 | |
| Lennox International (LII) | 0.0 | $250k | +3% | 850.00 | 294.12 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $245k | -40% | 1.5k | 163.99 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $243k | +88% | 3.3k | 74.45 | |
| Target Corporation (TGT) | 0.0 | $240k | +8% | 1.0k | 229.01 | |
| Asana Cl A (ASAN) | 0.0 | $240k | +5% | 2.3k | 103.63 | |
| Norfolk Southern (NSC) | 0.0 | $233k | +4% | 974.00 | 239.22 | |
| TJX Companies (TJX) | 0.0 | $232k | 3.5k | 65.95 | ||
| Lauder Estee Cos Cl A (EL) | 0.0 | $230k | +5% | 768.00 | 299.48 | |
| Biogen Idec (BIIB) | 0.0 | $230k | -26% | 814.00 | 282.56 | |
| DNP Select Income Fund (DNP) | 0.0 | $227k | +51% | 21k | 10.65 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $224k | NEW | 3.6k | 62.50 | |
| Cdw (CDW) | 0.0 | $223k | -41% | 1.2k | 182.04 | |
| Dollar General (DG) | 0.0 | $220k | 1.0k | 212.36 | ||
| Baxter International (BAX) | 0.0 | $218k | 2.7k | 80.27 | ||
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $217k | +50% | 12k | 18.39 | |
| Nucor Corporation (NUE) | 0.0 | $214k | +6% | 2.2k | 98.39 | |
| Yum! Brands (YUM) | 0.0 | $210k | 1.7k | 122.52 | ||
| Cintas Corporation (CTAS) | 0.0 | $209k | 548.00 | 381.39 | ||
| Fortive (FTV) | 0.0 | $208k | 2.9k | 70.63 | ||
| Mondelez Intl Cl A (MDLZ) | 0.0 | $207k | 3.6k | 58.08 | ||
| Tegna (TGNA) | 0.0 | $207k | 11k | 19.74 | ||
| Gladstone Capital Corporation (GLAD) | 0.0 | $206k | +40% | 18k | 11.31 | |
| Dupont De Nemours (DD) | 0.0 | $201k | -4% | 3.0k | 67.93 | |
| Sterling Bancorp (STL) | 0.0 | $201k | +8% | 8.1k | 24.95 | |
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $201k | +55% | 23k | 8.59 | |
| Apollo Invt Corp Com New (AINV) | 0.0 | $198k | +52% | 15k | 13.00 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $196k | -55% | 3.9k | 50.42 | |
| General Mills (GIS) | 0.0 | $196k | -17% | 3.3k | 59.68 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $195k | 2.5k | 79.27 | ||
| ConocoPhillips (COP) | 0.0 | $195k | +7% | 2.9k | 67.80 | |
| Broadcom (AVGO) | 0.0 | $194k | +14% | 400.00 | 485.00 | |
| Twitter (TWTR) | 0.0 | $194k | 3.2k | 60.53 | ||
| Sba Communications Corp Cl A (SBAC) | 0.0 | $189k | 572.00 | 330.42 | ||
| Booking Holdings (BKNG) | 0.0 | $188k | 79.00 | 2379.75 | ||
| Snap Cl A (SNAP) | 0.0 | $187k | +4% | 2.5k | 73.85 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $187k | -7% | 1.8k | 101.69 | |
| AmerisourceBergen (ABC) | 0.0 | $186k | -38% | 1.6k | 119.61 | |
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $185k | +116% | 15k | 12.21 | |
| BlackRock (BLK) | 0.0 | $181k | +6% | 216.00 | 837.96 | |
| Churchill Downs (CHDN) | 0.0 | $180k | 750.00 | 240.00 | ||
| Nike CL B (NKE) | 0.0 | $173k | -5% | 1.2k | 145.62 | |
| Ford Motor Company (F) | 0.0 | $172k | 12k | 14.15 | ||
| Gabelli Equity Trust (GAB) | 0.0 | $171k | +47% | 26k | 6.66 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $170k | 866.00 | 196.30 | ||
| Cloudflare Cl A Com Call Option (NET) | 0.0 | $169k | -80% | 1.5k | 112.67 | |
| Crispr Therapeutics Namen Akt Call Option (CRSP) | 0.0 | $169k | 1.5k | 112.00 | ||
| Hershey Company (HSY) | 0.0 | $168k | +31% | 993.00 | 169.18 | |
| Dow (DOW) | 0.0 | $168k | -10% | 2.9k | 57.71 | |
| Anthem (ANTM) | 0.0 | $166k | +9% | 444.00 | 373.87 | |
| Aon Shs Cl A (AON) | 0.0 | $166k | 580.00 | 286.21 | ||
| American Electric Power Company (AEP) | 0.0 | $164k | -16% | 2.0k | 80.99 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $163k | +2% | 1.1k | 149.27 | |
| CSX Corporation (CSX) | 0.0 | $161k | +84% | 5.4k | 29.77 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $160k | +740% | 1.4k | 111.97 | |
| Adams Express Company (ADX) | 0.0 | $159k | +100% | 8.0k | 19.85 | |
| Waste Management (WM) | 0.0 | $158k | -42% | 1.1k | 149.34 | |
| Moderna (MRNA) | 0.0 | $157k | +28% | 408.00 | 384.80 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $156k | +19% | 389.00 | 401.03 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $156k | 4.0k | 38.66 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $155k | -11% | 2.3k | 67.27 | |
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $155k | NEW | 15k | 10.33 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $154k | +507% | 2.5k | 61.82 | |
| Ecolab (ECL) | 0.0 | $153k | 731.00 | 209.30 | ||
| DTE Energy Company (DTE) | 0.0 | $153k | 1.4k | 111.92 | ||
| Ishares Tr National Mun Etf (MUB) | 0.0 | $148k | 1.3k | 116.54 | ||
| Hollyfrontier Corp (HFC) | 0.0 | $147k | +11% | 4.4k | 33.14 | |
| Corteva (CTVA) | 0.0 | $147k | +2% | 3.5k | 42.01 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $147k | 4.8k | 30.75 | ||
| Edwards Lifesciences (EW) | 0.0 | $146k | 1.3k | 113.00 | ||
| Prudential Financial (PRU) | 0.0 | $146k | +7% | 1.4k | 105.19 | |
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $145k | +26940% | 2.7k | 53.62 | |
| Nextera Energy (NEE) | 0.0 | $142k | +27% | 1.8k | 78.32 | |
| Annaly Capital Management (NLY) | 0.0 | $141k | +39% | 17k | 8.45 | |
| Sempra Energy (SRE) | 0.0 | $141k | +3% | 1.1k | 126.34 | |
| Toro Company (TTC) | 0.0 | $141k | +4% | 1.4k | 97.71 | |
| Netflix (NFLX) | 0.0 | $141k | +19% | 231.00 | 610.39 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $140k | +16% | 439.00 | 318.91 | |
| Toyota Motor Corp Sp Adr Rep2com (TM) | 0.0 | $136k | 763.00 | 178.24 | ||
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $136k | +23% | 2.7k | 50.45 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $136k | +24% | 1.7k | 82.18 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $134k | -21% | 2.2k | 62.30 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $134k | +83% | 1.1k | 127.13 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $133k | +4% | 1.4k | 97.44 | |
| Mongodb Cl A (MDB) | 0.0 | $132k | -11% | 279.00 | 473.12 | |
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $131k | +24% | 2.5k | 52.93 | |
| Fiserv (FISV) | 0.0 | $129k | 1.2k | 108.77 | ||
| United Rentals (URI) | 0.0 | $129k | +13% | 367.00 | 351.50 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $129k | 1.1k | 117.81 | ||
| New Residential Invt Corp Com New (NRZ) | 0.0 | $128k | +268% | 12k | 10.98 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $126k | 2.5k | 50.26 | ||
| Discover Financial Services (DFS) | 0.0 | $126k | -7% | 1.0k | 122.93 | |
| Central Valley Community Ban (CVCY) | 0.0 | $125k | 5.8k | 21.45 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $124k | -14% | 1.7k | 73.81 | |
| Wells Fargo & Company (WFC) | 0.0 | $124k | 2.7k | 46.55 | ||
| Clorox Company (CLX) | 0.0 | $118k | 714.00 | 165.27 | ||
Past Filings by TCI Wealth Advisors
SEC 13F filings are viewable for TCI Wealth Advisors going back to 2013
- 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
- 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