The Analysis of TCI Wealth Advisors, Inc.'s Holdings
Currently, TCI Wealth Advisors, Inc. holds 262 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in DFUS (+221.8K shares, valued at $16.1M), DUHP (+406.8K shares, valued at $15.4M), DFUV (+299.2K shares, valued at $13.4M); decreased their positions in DFAX (-32.6K shares, valued at $1.0M), AVEM (-12.3K shares, valued at $925.9K), AAPL (-1.9K shares, valued at $488.1K); initiated new positions in VTES (+39.5K shares, valued at $4.0M), VTEI (+20.2K shares, valued at $2.0M), GTES (+19.1K shares, valued at $475.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST3.0M shares8.12%2025-09-302025-10-14
DFAS DIMENSIONAL ETF TRUST2.5M shares3.50%2025-09-302025-10-14
DFUV DIMENSIONAL ETF TRUST3.0M shares10.91%2025-09-302025-10-14
AVUV AMERICAN CENTY ETF TR1.0M shares12.86%2025-09-302025-10-14
DFAC DIMENSIONAL ETF TRUST2.1M shares4.40%2025-09-302025-10-14
DFIV DIMENSIONAL ETF TRUST1.6M shares4.66%2025-09-302025-10-14
DUHP DIMENSIONAL ETF TRUST1.8M shares29.30%2025-09-302025-10-14
DFGR DIMENSIONAL ETF TRUST2.3M shares16.77%2025-09-302025-10-14
AVDV AMERICAN CENTY ETF TR689.3K shares2.26%2025-09-302025-10-14
DFAE DIMENSIONAL ETF TRUST1.7M shares13.89%2025-09-302025-10-14
DFIS DIMENSIONAL ETF TRUST1.4M shares-0.09%2025-09-302025-10-14
DIHP DIMENSIONAL ETF TRUST1.1M shares14.17%2025-09-302025-10-14
AAPL APPLE INC132.8K shares-1.42%2025-09-302025-10-14
DFGP DIMENSIONAL ETF TRUST593.7K shares0.96%2025-09-302025-10-14
DFAX DIMENSIONAL ETF TRUST905.2K shares-3.48%2025-09-302025-10-14
DFAT DIMENSIONAL ETF TRUST478.8K shares-0.72%2025-09-302025-10-14
AGG ISHARES TR216.8K shares-1.07%2025-09-302025-10-14
AVEM AMERICAN CENTY ETF TR250.8K shares-4.69%2025-09-302025-10-14
EBI RBB FUND TRUST336.8K shares0.00%2025-09-302025-10-14
VTI VANGUARD INDEX FDS54.0K shares0.92%2025-09-302025-10-14
MSFT MICROSOFT CORP33.2K shares2.81%2025-09-302025-10-14
IJR ISHARES TR109.6K shares-0.86%2025-09-302025-10-14
AVDE AMERICAN CENTY ETF TR162.8K shares0.49%2025-09-302025-10-14
BRK.B BERKSHIRE HATHAWAY INC DEL21.4K shares-0.13%2025-09-302025-10-14
SPY SPDR S&P 500 ETF TR15.3K shares2.62%2025-09-302025-10-14
NVDA NVIDIA CORPORATION51.0K shares7.47%2025-09-302025-10-14
AMZN AMAZON COM INC42.2K shares1.33%2025-09-302025-10-14
DFSU DIMENSIONAL ETF TRUST204.2K shares155.21%2025-09-302025-10-14
DFSV DIMENSIONAL ETF TRUST266.0K shares3.71%2025-09-302025-10-14
DFLV DIMENSIONAL ETF TRUST230.7K shares22.74%2025-09-302025-10-14
JNJ JOHNSON & JOHNSON40.7K shares-1.58%2025-09-302025-10-14
IVV ISHARES TR11.2K shares2.74%2025-09-302025-10-14
CAT CATERPILLAR INC15.1K shares0.07%2025-09-302025-10-14
DFAI DIMENSIONAL ETF TRUST175.4K shares3.41%2025-09-302025-10-14
LLY ELI LILLY & CO8.1K shares0.50%2025-09-302025-10-14
MCD MCDONALDS CORP19.4K shares-1.85%2025-09-302025-10-14
XOM EXXON MOBIL CORP51.4K shares-2.28%2025-09-302025-10-14
COST COSTCO WHSL CORP NEW6.1K shares3.66%2025-09-302025-10-14
VTV VANGUARD INDEX FDS29.0K shares0.31%2025-09-302025-10-14
DFAW DIMENSIONAL ETF TRUST69.8K shares13.10%2025-09-302025-10-14
JPM JPMORGAN CHASE & CO.15.4K shares1.79%2025-09-302025-10-14
DFAU DIMENSIONAL ETF TRUST102.7K shares5.32%2025-09-302025-10-14
QUAL ISHARES TR23.7K shares0.14%2025-09-302025-10-14
DCOR DIMENSIONAL ETF TRUST63.1K shares0.02%2025-09-302025-10-14
GOOGL ALPHABET INC18.3K shares3.41%2025-09-302025-10-14
DFEM DIMENSIONAL ETF TRUST137.7K shares1.76%2025-09-302025-10-14
CVX CHEVRON CORP NEW28.2K shares-0.42%2025-09-302025-10-14
GOOG ALPHABET INC17.3K shares1.76%2025-09-302025-10-14
VTES VANGUARD WELLINGTON FD39.5K sharesnew addition2025-09-302025-10-14
DFSI DIMENSIONAL ETF TRUST93.4K shares203.85%2025-09-302025-10-14
ABBV ABBVIE INC15.4K shares0.91%2025-09-302025-10-14
VOO VANGUARD INDEX FDS5.6K shares1.58%2025-09-302025-10-14
BSV VANGUARD BD INDEX FDS41.7K shares3.50%2025-09-302025-10-14
BND VANGUARD BD INDEX FDS43.7K shares3.22%2025-09-302025-10-14
HON HONEYWELL INTL INC15.4K shares1.04%2025-09-302025-10-14
DFSE DIMENSIONAL ETF TRUST78.9K shares68.37%2025-09-302025-10-14
WWD WOODWARD INC12.5K shares-0.07%2025-09-302025-10-14
QQQ INVESCO QQQ TR4.9K shares-0.35%2025-09-302025-10-14
TSLA TESLA INC5.9K shares10.54%2025-09-302025-10-14
DFSD DIMENSIONAL ETF TRUST54.1K shares0.00%2025-09-302025-10-14
HD HOME DEPOT INC6.4K shares-1.17%2025-09-302025-10-14
KMB KIMBERLY-CLARK CORP20.3K shares0.33%2025-09-302025-10-14
META META PLATFORMS INC3.4K shares6.94%2025-09-302025-10-14
PSN PARSONS CORP DEL29.3K shares-11.31%2025-09-302025-10-14
PG PROCTER AND GAMBLE CO15.1K shares2.04%2025-09-302025-10-14
DFIC DIMENSIONAL ETF TRUST68.1K shares65.35%2025-09-302025-10-14
WMT WALMART INC20.1K shares0.63%2025-09-302025-10-14
VTEI VANGUARD MUN BD FDS20.2K sharesnew addition2025-09-302025-10-14
IBM INTERNATIONAL BUSINESS MACHS7.1K shares2.75%2025-09-302025-10-14
PEP PEPSICO INC14.2K shares-3.45%2025-09-302025-10-14
AVGO BROADCOM INC5.8K shares3.60%2025-09-302025-10-14
VB VANGUARD INDEX FDS6.9K shares0.57%2025-09-302025-10-14
VNQ VANGUARD INDEX FDS19.1K shares0.00%2025-09-302025-10-14
AVLV AMERICAN CENTY ETF TR23.9K shares2.34%2025-09-302025-10-14
UPST UPSTART HLDGS INC33.3K shares0.00%2025-09-302025-10-14
VBK VANGUARD INDEX FDS5.4K shares-0.06%2025-09-302025-10-14
AXP AMERICAN EXPRESS CO4.7K shares1.24%2025-09-302025-10-14
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-14
GE GE AEROSPACE5.0K shares2.02%2025-09-302025-10-14
IWD ISHARES TR7.3K shares29.59%2025-09-302025-10-14
T AT&T INC51.5K shares4.54%2025-09-302025-10-14
RTX RTX CORPORATION8.6K shares3.48%2025-09-302025-10-14
VSS VANGUARD INTL EQUITY INDEX F10.1K shares-3.83%2025-09-302025-10-14
VTEB VANGUARD MUN BD FDS28.4K shares-2.28%2025-09-302025-10-14
ORCL ORACLE CORP5.1K shares20.68%2025-09-302025-10-14
MMM 3M CO8.8K shares-0.93%2025-09-302025-10-14
ITW ILLINOIS TOOL WKS INC5.2K shares0.08%2025-09-302025-10-14
EFA ISHARES TR14.3K shares1.46%2025-09-302025-10-14
ABT ABBOTT LABS9.9K shares0.85%2025-09-302025-10-14
DVY ISHARES TR9.3K shares0.12%2025-09-302025-10-14
V VISA INC3.8K shares8.66%2025-09-302025-10-14
UNP UNION PAC CORP5.4K shares-0.33%2025-09-302025-10-14
IWF ISHARES TR2.6K shares36.95%2025-09-302025-10-14
VUG VANGUARD INDEX FDS2.5K shares2.75%2025-09-302025-10-14
VIG VANGUARD SPECIALIZED FUNDS5.5K shares13.05%2025-09-302025-10-14
MCK MCKESSON CORP1.5K shares0.07%2025-09-302025-10-14
CLX CLOROX CO DEL9.4K shares-25.59%2025-09-302025-10-14
LMT LOCKHEED MARTIN CORP2.3K shares-0.13%2025-09-302025-10-14
VZ VERIZON COMMUNICATIONS INC24.3K shares-1.95%2025-09-302025-10-14
CVS CVS HEALTH CORP13.7K shares-1.08%2025-09-302025-10-14
VDE VANGUARD WORLD FD8.1K shares-9.22%2025-09-302025-10-14
NFLX NETFLIX INC828 shares7.81%2025-09-302025-10-14
TXN TEXAS INSTRS INC5.2K shares-0.14%2025-09-302025-10-14
BIV VANGUARD BD INDEX FDS11.8K shares33.64%2025-09-302025-10-14
MA MASTERCARD INCORPORATED1.6K shares0.62%2025-09-302025-10-14
IEFA ISHARES TR10.5K shares1.89%2025-09-302025-10-14
NOW SERVICENOW INC974 shares2.20%2025-09-302025-10-14
GS GOLDMAN SACHS GROUP INC1.1K shares4.38%2025-09-302025-10-14
AVRE AMERICAN CENTY ETF TR19.4K shares-15.36%2025-09-302025-10-14
SCHG SCHWAB STRATEGIC TR26.5K shares-5.48%2025-09-302025-10-14
PM PHILIP MORRIS INTL INC5.2K shares0.44%2025-09-302025-10-14
SCHW SCHWAB CHARLES CORP8.6K shares-32.66%2025-09-302025-10-14
VEA VANGUARD TAX-MANAGED FDS13.5K shares72.65%2025-09-302025-10-14
MRK MERCK & CO INC9.5K shares-0.91%2025-09-302025-10-14
IWR ISHARES TR8.0K shares-0.28%2025-09-302025-10-14
AMGN AMGEN INC2.7K shares0.19%2025-09-302025-10-14
MDY SPDR S&P MIDCAP 400 ETF TR1.3K shares0.00%2025-09-302025-10-14
GEV GE VERNOVA INC1.2K shares6.78%2025-09-302025-10-14
SM SM ENERGY CO29.5K shares-24.08%2025-09-302025-10-14
GLD SPDR GOLD TR2.1K shares-2.01%2025-09-302025-10-14
WSO WATSCO INC1.8K shares-0.28%2025-09-302025-10-14
VEU VANGUARD INTL EQUITY INDEX F10.1K shares0.00%2025-09-302025-10-14
ZION ZIONS BANCORPORATION N A12.7K shares0.12%2025-09-302025-10-14
MPC MARATHON PETE CORP3.7K shares0.30%2025-09-302025-10-14
TFLO ISHARES TR13.7K shares-1.44%2025-09-302025-10-14
BX BLACKSTONE INC4.0K shares0.53%2025-09-302025-10-14
VWO VANGUARD INTL EQUITY INDEX F12.4K shares10.58%2025-09-302025-10-14
TRV TRAVELERS COMPANIES INC2.4K shares0.25%2025-09-302025-10-14
QCOM QUALCOMM INC3.9K shares2.10%2025-09-302025-10-14
CSCO CISCO SYS INC9.5K shares0.86%2025-09-302025-10-14
VBR VANGUARD INDEX FDS3.0K shares-2.32%2025-09-302025-10-14
GWW GRAINGER W W INC641 shares0.00%2025-09-302025-10-14
IJH ISHARES TR9.3K shares19.79%2025-09-302025-10-14
DE DEERE & CO1.3K shares1.68%2025-09-302025-10-14
MO ALTRIA GROUP INC9.2K shares-2.44%2025-09-302025-10-14
NEAR ISHARES U S ETF TR11.8K shares0.78%2025-09-302025-10-14
DIS DISNEY WALT CO5.2K shares3.52%2025-09-302025-10-14
INTC INTEL CORP17.5K shares1.15%2025-09-302025-10-14
VGT VANGUARD WORLD FD776 shares2.51%2025-09-302025-10-14
SCHF SCHWAB STRATEGIC TR24.8K shares-1.93%2025-09-302025-10-14
BAC BANK AMERICA CORP10.9K shares3.47%2025-09-302025-10-14
TJX TJX COS INC NEW3.8K shares11.45%2025-09-302025-10-14
CTAS CINTAS CORP2.7K shares0.07%2025-09-302025-10-14
VYM VANGUARD WHITEHALL FDS3.9K shares26.60%2025-09-302025-10-14
IFRA ISHARES TR10.1K shares-0.71%2025-09-302025-10-14
NSC NORFOLK SOUTHN CORP1.7K shares0.00%2025-09-302025-10-14
AVGE AMERICAN CENTY ETF TR6.1K shares2.07%2025-09-302025-10-14
COF CAPITAL ONE FINL CORP2.4K shares0.30%2025-09-302025-10-14
PLTR PALANTIR TECHNOLOGIES INC2.7K shares-0.25%2025-09-302025-10-14
VT VANGUARD INTL EQUITY INDEX F3.5K shares4.70%2025-09-302025-10-14
DHR DANAHER CORPORATION2.4K shares3.43%2025-09-302025-10-14
MDT MEDTRONIC PLC5.0K shares18.15%2025-09-302025-10-14
GTES GATES INDL CORP PLC19.1K sharesnew addition2025-09-302025-10-14
FDX FEDEX CORP2.0K shares-6.26%2025-09-302025-10-14
PNW PINNACLE WEST CAP CORP5.1K shares0.61%2025-09-302025-10-14
IWM ISHARES TR1.9K shares-2.08%2025-09-302025-10-14
LII LENNOX INTL INC838 shares1.33%2025-09-302025-10-14
EMXC ISHARES INC6.5K shares0.00%2025-09-302025-10-14
USMV ISHARES TR4.6K shares0.64%2025-09-302025-10-14
BA BOEING CO2.0K shares21.54%2025-09-302025-10-14
ISCF ISHARES TR10.3K shares-2.99%2025-09-302025-10-14
COR CENCORA INC1.3K shares1.20%2025-09-302025-10-14
SO SOUTHERN CO4.4K shares-21.78%2025-09-302025-10-14
IUSB ISHARES TR8.9K shares0.00%2025-09-302025-10-14
SCHA SCHWAB STRATEGIC TR14.9K shares4.07%2025-09-302025-10-14
PPG PPG INDS INC3.9K shares1.08%2025-09-302025-10-14
INTU INTUIT600 shares0.17%2025-09-302025-10-14
AVSD AMERICAN CENTY ETF TR5.7K shares-1.65%2025-09-302025-10-14
PFE PFIZER INC15.9K shares-9.86%2025-09-302025-10-14
TSM TAIWAN SEMICONDUCTOR MFG LTD1.4K shares6.22%2025-09-302025-10-14
WFC WELLS FARGO CO NEW4.7K shares22.05%2025-09-302025-10-14
MGK VANGUARD WORLD FD973 shares29.22%2025-09-302025-10-14
XEL XCEL ENERGY INC4.8K shares16.65%2025-09-302025-10-14
SCHX SCHWAB STRATEGIC TR14.7K shares10.92%2025-09-302025-10-14
IDV ISHARES TR10.5K shares0.00%2025-09-302025-10-14
DFAR DIMENSIONAL ETF TRUST16.0K shares20.72%2025-09-302025-10-14
AVSU AMERICAN CENTY ETF TR5.0K shares0.00%2025-09-302025-10-14
ATR APTARGROUP INC2.7K shares0.29%2025-09-302025-10-14
KO COCA COLA CO5.5K shares-2.82%2025-09-302025-10-14
PANW PALO ALTO NETWORKS INC1.8K shares6.44%2025-09-302025-10-14
VLO VALERO ENERGY CORP2.1K shares0.05%2025-09-302025-10-14
URI UNITED RENTALS INC371 shares0.00%2025-09-302025-10-14
SYK STRYKER CORPORATION946 shares5.23%2025-09-302025-10-14
UBER UBER TECHNOLOGIES INC3.5K shares36.63%2025-09-302025-10-14
ITA ISHARES TR1.6K shares0.00%2025-09-302025-10-14
GOVT ISHARES TR14.5K sharesnew addition2025-09-302025-10-14
BLK BLACKROCK INC287 shares25.88%2025-09-302025-10-14
GWX SPDR INDEX SHS FDS8.3K shares0.00%2025-09-302025-10-14
DTE DTE ENERGY CO2.4K shares-0.08%2025-09-302025-10-14
ALL ALLSTATE CORP1.5K shares14.24%2025-09-302025-10-14
MMC MARSH & MCLENNAN COS INC1.6K shares0.38%2025-09-302025-10-14
DLS WISDOMTREE TR4.0K shares0.00%2025-09-302025-10-14
QTUM ETF SER SOLUTIONS3.0K shares0.00%2025-09-302025-10-14
PFF ISHARES TR9.8K shares-37.20%2025-09-302025-10-14
LRCX LAM RESEARCH CORP2.3K shares2.69%2025-09-302025-10-14
RAA ETF OPPORTUNITIES TRUST11.3K shares0.47%2025-09-302025-10-14
AIQ GLOBAL X FDS5.9K shares0.00%2025-09-302025-10-14
NUE NUCOR CORP2.1K shares0.00%2025-09-302025-10-14
ESGV VANGUARD WORLD FD2.4K shares20.28%2025-09-302025-10-14
USB US BANCORP DEL5.8K shares0.23%2025-09-302025-10-14
PSX PHILLIPS 662.0K shares0.05%2025-09-302025-10-14
ISRG INTUITIVE SURGICAL INC616 shares4.23%2025-09-302025-10-14
ESML ISHARES TR6.0K shares0.25%2025-09-302025-10-14
AVIV AMERICAN CENTY ETF TR4.0K shares0.00%2025-09-302025-10-14
CVGW CALAVO GROWERS INC10.4K shares0.00%2025-09-302025-10-14
VXUS VANGUARD STAR FDS3.6K sharesnew addition2025-09-302025-10-14
USHY ISHARES TR6.9K sharesnew addition2025-09-302025-10-14
AMAT APPLIED MATLS INC1.3K shares1.53%2025-09-302025-10-14
MTCH MATCH GROUP INC NEW7.2K shares-11.48%2025-09-302025-10-14
TROW PRICE T ROWE GROUP INC2.4K shares1.16%2025-09-302025-10-14
BK BANK NEW YORK MELLON CORP2.3K shares0.52%2025-09-302025-10-14
IEMG ISHARES INC3.8K sharesnew addition2025-09-302025-10-14
SCHD SCHWAB STRATEGIC TR9.1K shares4.11%2025-09-302025-10-14
ANET ARISTA NETWORKS INC1.7K sharesnew addition2025-09-302025-10-14
NEE NEXTERA ENERGY INC3.3K shares-18.69%2025-09-302025-10-14
AVSE AMERICAN CENTY ETF TR3.8K shares-3.44%2025-09-302025-10-14
MCO MOODYS CORP512 shares1.59%2025-09-302025-10-14
ORLY OREILLY AUTOMOTIVE INC2.3K shares1.30%2025-09-302025-10-14
MS MORGAN STANLEY1.5K shares2.56%2025-09-302025-10-14
MDGL MADRIGAL PHARMACEUTICALS INC517 sharesnew addition2025-09-302025-10-14
COIN COINBASE GLOBAL INC697 shares8.91%2025-09-302025-10-14
QQQM INVESCO EXCH TRADED FD TR II951 sharesnew addition2025-09-302025-10-14
DHI D R HORTON INC1.4K sharesnew addition2025-09-302025-10-14
ETN EATON CORP PLC622 sharesnew addition2025-09-302025-10-14
TSCO TRACTOR SUPPLY CO4.1K shares0.64%2025-09-302025-10-14
DINO HF SINCLAIR CORP4.4K sharesnew addition2025-09-302025-10-14
RSP INVESCO EXCHANGE TRADED FD T1.2K shares0.00%2025-09-302025-10-14
IVE ISHARES TR1.1K shares0.00%2025-09-302025-10-14
AMP AMERIPRISE FINL INC467 shares0.00%2025-09-302025-10-14
MCW MISTER CAR WASH INC43.0K shares-0.41%2025-09-302025-10-14
CTVA CORTEVA INC3.4K shares0.21%2025-09-302025-10-14
GSLC GOLDMAN SACHS ETF TR1.7K shares4.90%2025-09-302025-10-14
VCSH VANGUARD SCOTTSDALE FDS2.8K sharesnew addition2025-09-302025-10-14
CI THE CIGNA GROUP782 shares-0.26%2025-09-302025-10-14
C CITIGROUP INC2.2K sharesnew addition2025-09-302025-10-14
DUK DUKE ENERGY CORP NEW1.8K shares0.06%2025-09-302025-10-14
VCIT VANGUARD SCOTTSDALE FDS2.6K sharesnew addition2025-09-302025-10-14
COP CONOCOPHILLIPS2.3K shares1.13%2025-09-302025-10-14
SBUX STARBUCKS CORP2.6K shares6.41%2025-09-302025-10-14
TT TRANE TECHNOLOGIES PLC517 shares7.26%2025-09-302025-10-14
WM WASTE MGMT INC DEL985 shares1.65%2025-09-302025-10-14
AON AON PLC608 shares2.70%2025-09-302025-10-14
SCHV SCHWAB STRATEGIC TR7.4K shares0.00%2025-09-302025-10-14
ADP AUTOMATIC DATA PROCESSING IN737 shares0.68%2025-09-302025-10-14
IBIT ISHARES BITCOIN TRUST ETF3.3K shares0.09%2025-09-302025-10-14
YUM YUM BRANDS INC1.4K shares4.64%2025-09-302025-10-14
AFL AFLAC INC1.9K sharesnew addition2025-09-302025-10-14
BMY BRISTOL-MYERS SQUIBB CO4.7K shares-11.57%2025-09-302025-10-14
TGNA TEGNA INC10.5K shares0.00%2025-09-302025-10-14
LOW LOWES COS INC842 sharesnew addition2025-09-302025-10-14
CMCSA COMCAST CORP NEW6.7K shares9.37%2025-09-302025-10-14
CSW CSW INDUSTRIALS INC864 shares0.00%2025-09-302025-10-14
AEP AMERICAN ELEC PWR CO INC1.9K sharesnew addition2025-09-302025-10-14
RDDT REDDIT INC908 sharesnew addition2025-09-302025-10-14
TMO THERMO FISHER SCIENTIFIC INC420 sharesnew addition2025-09-302025-10-14
ADBE ADOBE INC571 shares-2.06%2025-09-302025-10-14
SPG SIMON PPTY GROUP INC NEW1.1K sharesnew addition2025-09-302025-10-14
AUR AURORA INNOVATION INC33.6K shares0.00%2025-09-302025-10-14
DNP DNP SELECT INCOME FD INC10.6K shares0.00%2025-09-302025-10-14
REAX THE REAL BROKERAGE INC15.6K shares0.00%2025-09-302025-10-14
EPRX EUPRAXIA PHARMACEUTICALS INC11.0K sharesnew addition2025-09-302025-10-14
CCO CLEAR CHANNEL OUTDOOR HLDGS28.6K shares0.00%2025-09-302025-10-14
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available