The Analysis of TCI Wealth Advisors, Inc.'s Holdings
Currently, TCI Wealth Advisors, Inc. holds 252 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in DFUS (+216.3K shares, valued at $16.0M), DUHP (+397.6K shares, valued at $15.1M), DFUV (+278.4K shares, valued at $13.0M); decreased their positions in AAPL (-4.1K shares, valued at $1.1M), DFAX (-28.9K shares, valued at $945.4K), AMZN (-3.7K shares, valued at $843.9K); initiated new positions in STIP (+8.7K shares, valued at $891.1K), EVTR (+7.5K shares, valued at $385.4K), WBD (+9.8K shares, valued at $283.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST3.2M shares7.33%2025-12-312026-02-02
DFAS DIMENSIONAL ETF TRUST2.6M shares4.05%2025-12-312026-02-02 DFUV DIMENSIONAL ETF TRUST3.3M shares9.15%2025-12-312026-02-02 AVUV AMERICAN CENTY ETF TR1.1M shares10.82%2025-12-312026-02-02 DFAC DIMENSIONAL ETF TRUST2.3M shares8.00%2025-12-312026-02-02 DUHP DIMENSIONAL ETF TRUST2.2M shares22.15%2025-12-312026-02-02 DFIV DIMENSIONAL ETF TRUST1.6M shares4.08%2025-12-312026-02-02 DFGR DIMENSIONAL ETF TRUST2.7M shares17.54%2025-12-312026-02-02 AVDV AMERICAN CENTY ETF TR699.8K shares1.52%2025-12-312026-02-02 DFAE DIMENSIONAL ETF TRUST1.9M shares13.43%2025-12-312026-02-02 DFIS DIMENSIONAL ETF TRUST1.4M shares1.55%2025-12-312026-02-02 DIHP DIMENSIONAL ETF TRUST1.3M shares11.55%2025-12-312026-02-02 AAPL APPLE INC128.7K shares-3.07%2025-12-312026-02-02 DFGP DIMENSIONAL ETF TRUST603.9K shares1.73%2025-12-312026-02-02 DFAX DIMENSIONAL ETF TRUST876.3K shares-3.19%2025-12-312026-02-02 DFAT DIMENSIONAL ETF TRUST477.9K shares-0.19%2025-12-312026-02-02 AGG ISHARES TR213.3K shares-1.62%2025-12-312026-02-02 EBI RBB FUND TRUST336.8K shares0.00%2025-12-312026-02-02 AVEM AMERICAN CENTY ETF TR243.1K shares-3.05%2025-12-312026-02-02 VTI VANGUARD INDEX FDS53.6K shares-0.73%2025-12-312026-02-02 MSFT MICROSOFT CORP32.9K shares-0.83%2025-12-312026-02-02 AVDE AMERICAN CENTY ETF TR166.8K shares2.45%2025-12-312026-02-02 IJR ISHARES TR106.9K shares-2.40%2025-12-312026-02-02 DFSU DIMENSIONAL ETF TRUST256.8K shares25.73%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR15.1K shares-1.07%2025-12-312026-02-02 IVV ISHARES TR14.8K shares32.61%2025-12-312026-02-02 NVDA NVIDIA CORPORATION50.6K shares-0.76%2025-12-312026-02-02 DFLV DIMENSIONAL ETF TRUST270.3K shares17.16%2025-12-312026-02-02 AMZN AMAZON COM INC38.6K shares-8.65%2025-12-312026-02-02 LLY ELI LILLY & CO8.1K shares-0.45%2025-12-312026-02-02 CAT CATERPILLAR INC15.1K shares0.04%2025-12-312026-02-02 DFSV DIMENSIONAL ETF TRUST260.1K shares-2.20%2025-12-312026-02-02 JNJ JOHNSON & JOHNSON40.5K shares-0.50%2025-12-312026-02-02 DFAI DIMENSIONAL ETF TRUST187.5K shares6.92%2025-12-312026-02-02 XOM EXXON MOBIL CORP50.8K shares-1.11%2025-12-312026-02-02 MCD MCDONALDS CORP19.3K shares-0.47%2025-12-312026-02-02 ALPHABET INC ALPHABET INC18.3K shares-0.27%2025-12-312026-02-02 COST COSTCO WHSL CORP NEW6.4K shares3.92%2025-12-312026-02-02 VTV VANGUARD INDEX FDS28.8K shares-0.82%2025-12-312026-02-02 DFAW DIMENSIONAL ETF TRUST73.5K shares5.32%2025-12-312026-02-02 ALPHABET INC ALPHABET INC16.6K shares-4.12%2025-12-312026-02-02 JPM JPMORGAN CHASE & CO.15.0K shares-2.64%2025-12-312026-02-02 DFAU DIMENSIONAL ETF TRUST100.8K shares-1.82%2025-12-312026-02-02 DFSI DIMENSIONAL ETF TRUST108.5K shares16.18%2025-12-312026-02-02 DCOR DIMENSIONAL ETF TRUST63.0K shares-0.02%2025-12-312026-02-02 QUAL ISHARES TR23.3K shares-1.84%2025-12-312026-02-02 DFEM DIMENSIONAL ETF TRUST136.0K shares-1.24%2025-12-312026-02-02 CVX CHEVRON CORP NEW27.8K shares-1.69%2025-12-312026-02-02 VTES VANGUARD WELLINGTON FD39.6K shares0.38%2025-12-312026-02-02 DFIC DIMENSIONAL ETF TRUST113.5K shares66.72%2025-12-312026-02-02 WWD WOODWARD INC12.5K shares0.07%2025-12-312026-02-02 BSV VANGUARD BD INDEX FDS45.4K shares8.90%2025-12-312026-02-02 DFSE DIMENSIONAL ETF TRUST85.0K shares7.84%2025-12-312026-02-02 ABBV ABBVIE INC15.3K shares-0.61%2025-12-312026-02-02 BND VANGUARD BD INDEX FDS42.0K shares-3.97%2025-12-312026-02-02 HON HONEYWELL INTL INC14.9K shares-3.03%2025-12-312026-02-02 DFSD DIMENSIONAL ETF TRUST54.3K shares0.44%2025-12-312026-02-02 TSLA TESLA INC5.7K shares-3.43%2025-12-312026-02-02 WMT WALMART INC21.8K shares8.46%2025-12-312026-02-02 BROADCOM INC BROADCOM INC6.5K shares12.00%2025-12-312026-02-02 IBM INTERNATIONAL BUSINESS MACHS7.3K shares2.48%2025-12-312026-02-02 PEP PEPSICO INC14.8K shares4.22%2025-12-312026-02-02 VTEI VANGUARD MUN BD FDS20.9K shares3.27%2025-12-312026-02-02 PG PROCTER AND GAMBLE CO14.5K shares-4.08%2025-12-312026-02-02 META META PLATFORMS INC3.1K shares-6.91%2025-12-312026-02-02 EFA ISHARES TR21.1K shares47.46%2025-12-312026-02-02 KMB KIMBERLY-CLARK CORP20.0K shares-1.13%2025-12-312026-02-02 VB VANGUARD INDEX FDS7.7K shares11.19%2025-12-312026-02-02 UPST UPSTART HLDGS INC44.4K shares33.20%2025-12-312026-02-02 HD HOME DEPOT INC5.6K shares-12.48%2025-12-312026-02-02 AVLV AMERICAN CENTY ETF TR25.3K shares5.74%2025-12-312026-02-02 VNQ VANGUARD INDEX FDS20.5K shares7.07%2025-12-312026-02-02 AXP AMERICAN EXPRESS CO4.7K shares-0.36%2025-12-312026-02-02 PSN PARSONS CORP DEL26.4K shares-9.84%2025-12-312026-02-02 VBK VANGUARD INDEX FDS5.4K shares0.00%2025-12-312026-02-02 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-02-02 VTEB VANGUARD MUN BD FDS28.4K shares0.00%2025-12-312026-02-02 MMM 3M CO8.7K shares-1.54%2025-12-312026-02-02 GE AEROSPACE GE AEROSPACE4.4K shares-11.69%2025-12-312026-02-02 V VISA INC3.8K shares-0.66%2025-12-312026-02-02 ITW ILLINOIS TOOL WKS INC5.2K shares0.14%2025-12-312026-02-02 VSS VANGUARD INTL EQUITY INDEX F8.9K shares-11.81%2025-12-312026-02-02 MCK MCKESSON CORP1.5K shares1.45%2025-12-312026-02-02 DVY ISHARES TR8.8K shares-4.71%2025-12-312026-02-02 UNP UNION PAC CORP5.4K shares-0.06%2025-12-312026-02-02 VUG VANGUARD INDEX FDS2.5K shares0.08%2025-12-312026-02-02 ABT ABBOTT LABS9.9K shares-0.35%2025-12-312026-02-02 T AT&T INC47.5K shares-7.71%2025-12-312026-02-02 BIV VANGUARD BD INDEX FDS14.9K shares26.01%2025-12-312026-02-02 IWD ISHARES TR5.5K shares-24.47%2025-12-312026-02-02 LMT LOCKHEED MARTIN CORP2.3K shares-0.04%2025-12-312026-02-02 GLD SPDR GOLD TR2.7K shares31.59%2025-12-312026-02-02 CVS CVS HEALTH CORP13.3K shares-2.76%2025-12-312026-02-02 ORCL ORACLE CORP5.0K shares-0.18%2025-12-312026-02-02 VDE VANGUARD WORLD FD7.7K shares-4.20%2025-12-312026-02-02 VZ VERIZON COMMUNICATIONS INC23.2K shares-4.88%2025-12-312026-02-02 CLX CLOROX CO DEL9.3K shares-0.74%2025-12-312026-02-02 SCHG SCHWAB STRATEGIC TR28.3K shares6.78%2025-12-312026-02-02 TXN TEXAS INSTRS INC5.2K shares0.75%2025-12-312026-02-02 MA MASTERCARD INCORPORATED1.6K shares-2.48%2025-12-312026-02-02 STIP ISHARES TR8.7K sharesnew addition2025-12-312026-02-02 GS GOLDMAN SACHS GROUP INC1.0K shares-10.08%2025-12-312026-02-02 AMGN AMGEN INC2.7K shares0.19%2025-12-312026-02-02 CSCO CISCO SYS INC11.5K shares21.35%2025-12-312026-02-02 VEA VANGUARD TAX-MANAGED FDS13.8K shares1.96%2025-12-312026-02-02 SCHW SCHWAB CHARLES CORP8.5K shares-0.80%2025-12-312026-02-02 VIG VANGUARD SPECIALIZED FUNDS3.9K shares-29.09%2025-12-312026-02-02 IEFA ISHARES TR9.5K shares-9.87%2025-12-312026-02-02 AVRE AMERICAN CENTY ETF TR19.4K shares0.02%2025-12-312026-02-02 PM PHILIP MORRIS INTL INC5.2K shares-0.08%2025-12-312026-02-02 NFLX NETFLIX INC8.8K shares967.15%2025-12-312026-02-02 IWF ISHARES TR1.7K shares-33.95%2025-12-312026-02-02 VEU VANGUARD INTL EQUITY INDEX F10.9K shares7.30%2025-12-312026-02-02 MDY SPDR S&P MIDCAP 400 ETF TR1.3K shares0.00%2025-12-312026-02-02 BAC BANK AMERICA CORP13.6K shares24.88%2025-12-312026-02-02 ZION ZIONS BANCORPORATION N A12.7K shares-0.39%2025-12-312026-02-02 QCOM QUALCOMM INC4.3K shares8.98%2025-12-312026-02-02 NOW SERVICENOW INC4.7K shares381.01%2025-12-312026-02-02 SCHF SCHWAB STRATEGIC TR29.2K shares17.96%2025-12-312026-02-02 VYM VANGUARD WHITEHALL FDS4.9K shares25.13%2025-12-312026-02-02 GEV GE VERNOVA INC1.1K shares-12.94%2025-12-312026-02-02 COF CAPITAL ONE FINL CORP2.8K shares19.23%2025-12-312026-02-02 INTC INTEL CORP18.4K shares5.20%2025-12-312026-02-02 VT VANGUARD INTL EQUITY INDEX F4.8K shares35.90%2025-12-312026-02-02 GWW WW GRAINGER INC640 shares-0.16%2025-12-312026-02-02 IJH ISHARES TR9.6K shares2.78%2025-12-312026-02-02 VBR VANGUARD INDEX FDS3.0K shares-0.40%2025-12-312026-02-02 NEAR ISHARES U S ETF TR12.0K shares1.58%2025-12-312026-02-02 WSO WATSCO INC1.8K shares-0.34%2025-12-312026-02-02 MPC MARATHON PETE CORP3.7K shares-0.49%2025-12-312026-02-02 TJX TJX COS INC NEW3.8K shares0.31%2025-12-312026-02-02 DE DEERE & CO1.2K shares-6.68%2025-12-312026-02-02 FDX FEDEX CORP1.9K shares-1.87%2025-12-312026-02-02 VGT VANGUARD WORLD FD743 shares-4.25%2025-12-312026-02-02 DHR DANAHER CORPORATION2.4K shares0.17%2025-12-312026-02-02 DIS DISNEY WALT CO4.9K shares-6.85%2025-12-312026-02-02 SM SM ENERGY CO29.5K shares-0.01%2025-12-312026-02-02 AVGE AMERICAN CENTY ETF TR6.2K shares1.73%2025-12-312026-02-02 IFRA ISHARES TR10.1K shares0.00%2025-12-312026-02-02 VWO VANGUARD INTL EQUITY INDEX F9.5K shares-23.23%2025-12-312026-02-02 MO ALTRIA GROUP INC8.8K shares-4.51%2025-12-312026-02-02 IWR ISHARES TR5.3K shares-34.44%2025-12-312026-02-02 CTAS CINTAS CORP2.7K shares-0.22%2025-12-312026-02-02 NSC NORFOLK SOUTHN CORP1.7K shares0.17%2025-12-312026-02-02 EMXC ISHARES INC6.6K shares0.69%2025-12-312026-02-02 VCSH VANGUARD SCOTTSDALE FDS6.0K shares111.97%2025-12-312026-02-02 PLTR PALANTIR TECHNOLOGIES INC2.7K shares-3.07%2025-12-312026-02-02 PNW PINNACLE WEST CAP CORP5.1K shares0.00%2025-12-312026-02-02 BA BOEING CO2.1K shares3.77%2025-12-312026-02-02 TSM TAIWAN SEMICONDUCTOR MFG LTD1.5K shares2.58%2025-12-312026-02-02 USMV ISHARES TR4.6K shares0.00%2025-12-312026-02-02 ISCF ISHARES TR10.3K shares0.00%2025-12-312026-02-02 AVSD AMERICAN CENTY ETF TR5.7K shares0.00%2025-12-312026-02-02 IDV ISHARES TR10.5K shares0.00%2025-12-312026-02-02 IWM ISHARES TR1.7K shares-10.96%2025-12-312026-02-02 WFC WELLS FARGO CO NEW4.3K shares-8.43%2025-12-312026-02-02 PPG PPG INDS INC3.9K shares-0.13%2025-12-312026-02-02 MGK VANGUARD WORLD FD973 shares0.00%2025-12-312026-02-02 SCHX SCHWAB STRATEGIC TR14.9K shares1.07%2025-12-312026-02-02 LII LENNOX INTL INC823 shares-1.79%2025-12-312026-02-02 PFE PFIZER INC15.9K shares-0.21%2025-12-312026-02-02 KO COCA COLA CO5.6K shares2.31%2025-12-312026-02-02 EVTR MORGAN STANLEY ETF TRUST7.5K sharesnew addition2025-12-312026-02-02 SO SOUTHERN CO4.4K shares-0.14%2025-12-312026-02-02 AVSU AMERICAN CENTY ETF TR5.0K shares0.00%2025-12-312026-02-02 XEL XCEL ENERGY INC5.2K shares7.36%2025-12-312026-02-02 DFAR DIMENSIONAL ETF TRUST16.7K shares3.91%2025-12-312026-02-02 GTES GATES INDL CORP PLC16.9K shares-11.87%2025-12-312026-02-02 ITA ISHARES TR1.6K shares0.00%2025-12-312026-02-02 NUE NUCOR CORP2.1K shares0.00%2025-12-312026-02-02 GWX SPDR INDEX SHS FDS8.3K shares0.00%2025-12-312026-02-02 VLO VALERO ENERGY CORP2.1K shares-0.91%2025-12-312026-02-02 ATR APTARGROUP INC2.8K shares0.22%2025-12-312026-02-02 QTUM ETF SER SOLUTIONS3.0K shares0.00%2025-12-312026-02-02 AVIV AMERICAN CENTY ETF TR4.6K shares14.52%2025-12-312026-02-02 SCHA SCHWAB STRATEGIC TR11.5K shares-22.95%2025-12-312026-02-02 PANW PALO ALTO NETWORKS INC1.8K shares-0.40%2025-12-312026-02-02 DLS WISDOMTREE TR4.0K shares-0.67%2025-12-312026-02-02 ISRG INTUITIVE SURGICAL INC567 shares-7.95%2025-12-312026-02-02 AMAT APPLIED MATLS INC1.2K shares-1.90%2025-12-312026-02-02 INTU INTUIT480 shares-20.00%2025-12-312026-02-02 ESGV VANGUARD WORLD FD2.6K shares10.63%2025-12-312026-02-02 SYK STRYKER CORPORATION890 shares-5.92%2025-12-312026-02-02 USB US BANCORP DEL5.8K shares0.16%2025-12-312026-02-02 UBER UBER TECHNOLOGIES INC3.7K shares5.33%2025-12-312026-02-02 RAA ETF OPPORTUNITIES TRUST11.1K shares-1.46%2025-12-312026-02-02 DTE DTE ENERGY CO2.3K shares-0.59%2025-12-312026-02-02 MDGL MADRIGAL PHARMACEUTICALS INC517 shares0.00%2025-12-312026-02-02 AIQ GLOBAL X FDS5.9K shares0.51%2025-12-312026-02-02 URI UNITED RENTALS INC371 shares0.00%2025-12-312026-02-02 NEE NEXTERA ENERGY INC3.7K shares13.00%2025-12-312026-02-02 MS MORGAN STANLEY1.6K shares6.84%2025-12-312026-02-02 ALL ALLSTATE CORP1.4K shares-7.80%2025-12-312026-02-02 MMC MARSH & MCLENNAN COS INC1.6K shares-2.82%2025-12-312026-02-02 WBD WARNER BROS DISCOVERY INC9.8K sharesnew addition2025-12-312026-02-02 PFF ISHARES TR8.8K shares-9.63%2025-12-312026-02-02 MCO MOODYS CORP535 shares4.49%2025-12-312026-02-02 BK BANK NEW YORK MELLON CORP2.4K shares2.13%2025-12-312026-02-02 ESML ISHARES TR5.7K shares-4.89%2025-12-312026-02-02 BMY BRISTOL-MYERS SQUIBB CO4.8K shares0.93%2025-12-312026-02-02 CSW CSW INDUSTRIALS INC864 shares0.00%2025-12-312026-02-02 TROW PRICE T ROWE GROUP INC2.5K shares0.08%2025-12-312026-02-02 SCHD SCHWAB STRATEGIC TR9.0K shares-1.39%2025-12-312026-02-02 USHY ISHARES TR6.5K shares-5.42%2025-12-312026-02-02 AVSE AMERICAN CENTY ETF TR3.7K shares-2.99%2025-12-312026-02-02 MU MICRON TECHNOLOGY INC841 sharesnew addition2025-12-312026-02-02 MCW MISTER CAR WASH INC42.8K shares-0.61%2025-12-312026-02-02 TMO THERMO FISHER SCIENTIFIC INC409 shares-2.62%2025-12-312026-02-02 IVE ISHARES TR1.1K shares0.00%2025-12-312026-02-02 AEYE AUDIOEYE INC22.9K sharesnew addition2025-12-312026-02-02 CVGW CALAVO GROWERS INC10.4K shares0.00%2025-12-312026-02-02 IRM IRON MTN INC DEL2.7K sharesnew addition2025-12-312026-02-02 IBIT ISHARES BITCOIN TRUST ETF4.5K shares34.31%2025-12-312026-02-02 SCHV SCHWAB STRATEGIC TR7.4K shares0.00%2025-12-312026-02-02 QQQM INVESCO EXCH TRADED FD TR II867 shares-8.83%2025-12-312026-02-02 SBUX STARBUCKS CORP2.6K shares-0.38%2025-12-312026-02-02 RDDT REDDIT INC947 shares4.30%2025-12-312026-02-02 CTVA CORTEVA INC3.2K shares-3.71%2025-12-312026-02-02 WM WASTE MGMT INC DEL979 shares-0.61%2025-12-312026-02-02 PSX PHILLIPS 661.7K shares-18.36%2025-12-312026-02-02 AFL AFLAC INC1.9K shares0.00%2025-12-312026-02-02 GLW CORNING INC2.4K sharesnew addition2025-12-312026-02-02 AEP AMERICAN ELEC PWR CO INC1.8K shares-1.45%2025-12-312026-02-02 AMD ADVANCED MICRO DEVICES INC984 sharesnew addition2025-12-312026-02-02 PPA INVESCO EXCHANGE TRADED FD T1.3K sharesnew addition2025-12-312026-02-02 TSCO TRACTOR SUPPLY CO4.2K shares1.57%2025-12-312026-02-02 SCHB SCHWAB STRATEGIC TR7.9K sharesnew addition2025-12-312026-02-02 NVS NOVARTIS AG1.5K sharesnew addition2025-12-312026-02-02 TT TRANE TECHNOLOGIES PLC525 shares1.55%2025-12-312026-02-02 ADI ANALOG DEVICES INC750 sharesnew addition2025-12-312026-02-02 TGNA TEGNA INC10.5K shares0.00%2025-12-312026-02-02 DINO HF SINCLAIR CORP4.4K shares0.00%2025-12-312026-02-02 ORLY OREILLY AUTOMOTIVE INC2.2K shares-2.61%2025-12-312026-02-02 WBS WEBSTER FINL CORP3.2K sharesnew addition2025-12-312026-02-02 AUR AURORA INNOVATION INC33.6K shares0.00%2025-12-312026-02-02 DNP DNP SELECT INCOME FD INC10.6K shares0.00%2025-12-312026-02-02 EPRX EUPRAXIA PHARMACEUTICALS INC11.0K shares0.00%2025-12-312026-02-02 CCO CLEAR CHANNEL OUTDOOR HLDGS28.6K shares0.00%2025-12-312026-02-02 REAX THE REAL BROKERAGE INC15.6K shares0.00%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available