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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

TCI Wealth Advisors, Inc. INSTITUTION : TCI Wealth Advisors, Inc.
TCI Wealth Advisors, Inc. Portfolio (reported on 2020-07-20)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
APPLE INC    (COM) AAPL 34,247,000 93,878 14.64%
AMAZON COM INC    (COM) AMZN 12,425,000 4,504 5.31%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 9,729,000 62,152 4.15%
MICROSOFT CORP    (COM) MSFT 9,339,000 45,888 3.99%
ISHARES TR    (CORE S&P500 ETF) IVV 7,824,000 25,263 3.34%
JOHNSON & JOHNSON    (COM) JNJ 6,887,000 48,972 2.94%
MCDONALDS CORP    (COM) MCD 4,548,000 24,654 1.94%
ALPHABET INC    (CAP STK CL C) GOOG 3,031,000 2,144 1.29%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 3,003,000 16,821 1.28%
KIMBERLY CLARK CORP    (COM) KMB 2,931,000 20,738 1.25%
3M CO    (COM) MMM 2,916,000 18,691 1.24%
EXXON MOBIL CORP    (COM) XOM 2,913,000 65,132 1.24%
CHEVRON CORP NEW    (COM) CVX 2,887,000 32,356 1.23%
HONEYWELL INTL INC    (COM) HON 2,821,000 19,510 1.20%
JPMORGAN CHASE & CO    (COM) JPM 2,745,000 29,188 1.17%
ALPHABET INC    (CAP STK CL A) GOOGL 2,714,000 1,914 1.16%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 2,497,000 20,673 1.06%
COSTCO WHSL CORP NEW    (COM) COST 2,486,000 8,199 1.06%
HOME DEPOT INC    (COM) HD 2,458,000 9,814 1.05%
ISHARES TR    (MSCI EAFE ETF) EFA 2,447,000 40,204 1.04%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 2,433,000 7,889 1.04%
LILLY ELI & CO    (COM) LLY 2,429,000 14,795 1.03%
AMGEN INC    (COM) AMGN 2,324,000 9,852 0.99%
PFIZER INC    (COM) PFE 2,191,000 66,995 0.93%
CATERPILLAR INC DEL    (COM) CAT 2,035,000 16,085 0.86%
INTEL CORP    (COM) INTC 2,001,000 33,447 0.85%
PEPSICO INC    (COM) PEP 1,909,000 14,432 0.81%
ABBVIE INC    (COM) ABBV 1,818,000 18,522 0.77%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 1,811,000 23,059 0.77%
ABBOTT LABS    (COM) ABT 1,795,000 19,637 0.76%
INTUIT    (COM) INTU 1,635,000 5,519 0.69%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,611,000 29,221 0.68%
AT&T INC    (COM) T 1,596,000 52,804 0.68%
ZIONS BANCORPORATION N A    (COM) ZION 1,578,000 46,416 0.67%
AMERISOURCEBERGEN CORP    (COM) ABC 1,524,000 15,123 0.65%
ISHARES TR    (SELECT DIVID ETF) DVY 1,496,000 18,529 0.63%
WOODWARD INC    (COM) WGOV 1,479,000 19,067 0.63%
BIOGEN INC    (COM) BIIB 1,438,000 5,375 0.61%
ZSCALER INC    (COM) 1,381,000 12,615 0.59%
CVS HEALTH CORP    (COM) CVS 1,296,000 19,944 0.55%
DOMINION ENERGY INC    (COM) D 1,270,000 15,643 0.54%
PROCTER AND GAMBLE CO    (COM) PG 1,265,000 10,578 0.54%
DANAHER CORPORATION    (COM) DHR 1,234,000 6,979 0.52%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 1,213,000 20,635 0.51%
ISHARES TR    (RUS 1000 VAL ETF) IWD 1,200,000 10,651 0.51%
LOWES COS INC    (COM) LOW 1,148,000 8,493 0.49%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 1,144,000 5,731 0.48%
CALAVO GROWERS INC    (COM) CVGW 1,140,000 18,126 0.48%
DISNEY WALT CO    (COM DISNEY) DIS 1,036,000 9,288 0.44%
BOEING CO    (COM) BA 1,026,000 5,600 0.43%
WALMART INC    (COM) WMT 1,021,000 8,523 0.43%
MERCK & CO. INC    (COM) MRK 998,000 12,903 0.42%
COMCAST CORP NEW    (CL A) CMCSA 983,000 25,229 0.42%
ILLINOIS TOOL WKS INC    (COM) ITW 980,000 5,602 0.41%
UNION PAC CORP    (COM) UNP 980,000 5,797 0.41%
LOCKHEED MARTIN CORP    (COM) LMT 911,000 2,497 0.38%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 878,000 6,027 0.37%
PURE STORAGE INC    (CL A) 876,000 50,539 0.37%
ACCELERATE DIAGNOSTICS INC    (COM) AXDX 843,000 55,586 0.36%
YUM BRANDS INC    (COM) YUM 727,000 8,369 0.31%
CISCO SYS INC    (COM) CSCO 702,000 15,044 0.30%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 693,000 7,168 0.29%
VISA INC    (COM CL A) V 693,000 3,586 0.29%
PINNACLE WEST CAP CORP    (COM) PNW 638,000 8,707 0.27%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 618,000 6,992 0.26%
MEDTRONIC PLC    (SHS) MDT 598,000 6,516 0.25%
QUALCOMM INC    (COM) QCOM 591,000 6,480 0.25%
VANECK VECTORS ETF TR    (PFD SECS EX FINL) 577,000 31,701 0.24%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 575,000 2,030 0.24%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 559,000 13,704 0.23%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 525,000 2,437 0.22%
FACEBOOK INC    (CL A) FB 511,000 2,252 0.21%
ISHARES TR    (RUS 1000 GRW ETF) IWF 506,000 2,635 0.21%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 502,000 10,551 0.21%
STARBUCKS CORP    (COM) SBUX 500,000 6,795 0.21%
ALTRIA GROUP INC    (COM) MO 499,000 12,714 0.21%
GENERAL MLS INC    (COM) GIS 492,000 7,983 0.21%
VEEVA SYS INC    (CL A COM) VEEV 487,000 2,076 0.20%
MASTERCARD INCORPORATED    (CL A) MA 481,000 1,625 0.20%
PHILIP MORRIS INTL INC    (COM) PM 475,000 6,780 0.20%
VANGUARD INDEX FDS    (VALUE ETF) VTV 463,000 4,645 0.19%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 456,000 4,262 0.19%
INVESCO QQQ TR    (UNIT SER 1) 452,000 1,825 0.19%
QUIDEL CORP    (COM) QDEL 449,000 2,009 0.19%
BANDWIDTH INC    (COM CL A) 447,000 3,517 0.19%
BK OF AMERICA CORP    (COM) BAC 442,000 18,619 0.18%
TEXAS INSTRS INC    (COM) TXN 436,000 3,430 0.18%
BOOKING HOLDINGS INC    (COM) 428,000 269 0.18%
AMERICAN EXPRESS CO    (COM) AXP 424,000 4,452 0.18%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 419,000 5,652 0.17%
ZIMMER BIOMET HOLDINGS INC    (COM) ZMH 418,000 3,501 0.17%
GLACIER BANCORP INC NEW    (COM) GBCI 415,000 11,769 0.17%
PPG INDS INC    (COM) PPG 410,000 3,870 0.17%
RAYTHEON TECHNOLOGIES CORP    (COM) 406,000 6,595 0.17%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 398,000 3,916 0.17%
FEDEX CORP    (COM) FDX 390,000 2,782 0.16%
YUM CHINA HLDGS INC    (COM) 380,000 7,908 0.16%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 372,000 8,783 0.15%
SPDR DOW JONES INDL AVERAGE    (UT SER 1) DIA 364,000 1,413 0.15%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 362,000 3,091 0.15%
SPDR INDEX SHS FDS    (S&P INTL SMLCP) GWX 344,000 12,573 0.14%
MONDELEZ INTL INC    (CL A) MDLZ 334,000 6,527 0.14%
SNAP ON INC    (COM) SNA 333,000 2,406 0.14%
SEA LTD    (SPONSORED ADS) 322,000 3,000 0.13%
ISHARES TR    (PFD AND INCM SEC) PFF 320,000 9,230 0.13%
WISDOMTREE TR    (INTL SMCAP DIV) DLS 317,000 5,707 0.13%
TESLA INC    (COM) TSLA 307,000 284 0.13%
SCHWAB CHARLES CORP    (COM) SCHW 306,000 9,059 0.13%
APTARGROUP INC    (COM) ATR 305,000 2,728 0.13%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 304,000 7,663 0.12%
ZOOM VIDEO COMMUNICATIONS IN    (CL A) 301,000 1,184 0.12%
SPLUNK INC    (COM) SPLK 298,000 1,500 0.12%
PRICE T ROWE GROUP INC    (COM) TROW 297,000 2,404 0.12%
TRAVELERS COMPANIES INC    (COM) TRV 296,000 2,596 0.12%
SALESFORCE COM INC    (COM) CRM 296,000 1,578 0.12%
ISHARES TR    (RUSSELL 2000 ETF) IWM 295,000 2,062 0.12%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 292,000 1,446 0.12%
ORACLE CORP    (COM) ORCL 291,000 5,268 0.12%
ADOBE INC    (COM) ADBE 287,000 660 0.12%
MCKESSON CORP    (COM) MCK 274,000 1,787 0.11%
WESTERN ALLIANCE BANCORP    (COM) WAL 273,000 7,212 0.11%
VANGUARD TAX-MANAGED FDS    (FTSE DEV MKT ETF) VEA 266,000 6,852 0.11%
UNITEDHEALTH GROUP INC    (COM) UNH 265,000 897 0.11%
AUDIOEYE INC    (COM NEW) 264,000 26,423 0.11%
XCEL ENERGY INC    (COM) XEL 260,000 4,166 0.11%
US BANCORP DEL    (COM NEW) USB 259,000 7,035 0.11%
OCCIDENTAL PETE CORP    (COM) OXY 256,000 13,967 0.10%
INVESCO EXCH TRADED FD TR II    (PFD ETF) 248,000 17,579 0.10%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 246,000 679 0.10%
NVIDIA CORPORATION    (COM) NVDA 244,000 643 0.10%
GENERAL ELECTRIC CO    (COM) GE 241,000 35,295 0.10%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 238,000 466 0.10%
ISHARES TR    (INTL SEL DIV ETF) IDV 236,000 9,396 0.10%
SOUTHERN CO    (COM) SO 232,000 4,474 0.09%
EMX RTY CORP    (COM) 230,000 106,300 0.09%
PAYPAL HLDGS INC    (COM) PYPL 229,000 1,317 0.09%
BAXTER INTL INC    (COM) BAX 228,000 2,649 0.09%
NORFOLK SOUTHERN CORP    (COM) NSC 228,000 1,296 0.09%
SPDR GOLD TR    (GOLD SHS) GLD 223,000 1,335 0.09%
DUPONT DE NEMOURS INC    (COM) 215,000 4,056 0.09%
BECTON DICKINSON & CO    (COM) BDX 211,000 880 0.09%
DEERE & CO    (COM) DE 204,000 1,298 0.08%
CHOICE HOTELS INTL INC    (COM) CHH 203,000 2,576 0.08%
OKTA INC    (CL A) 201,000 1,005 0.08%
B & G FOODS INC NEW    (COM) BGS 199,000 8,181 0.08%
GRAINGER W W INC    (COM) GWW 193,000 615 0.08%
LENNOX INTL INC    (COM) LII 193,000 827 0.08%
VANGUARD BD INDEX FDS    (LONG TERM BOND) BLV 191,000 1,710 0.08%
FORTIVE CORP    (COM) FTV 190,000 2,812 0.08%
SYSCO CORP    (COM) SYY 190,000 3,478 0.08%
CIGNA CORP NEW    (COM) 188,000 1,001 0.08%
COCA COLA CO    (COM) KO 186,000 4,167 0.07%
DOLLAR GEN CORP NEW    (COM) DG 183,000 963 0.07%
ISHARES TR    (CORE S&P SCP ETF) IJR 182,000 2,668 0.07%
AMERICAN ELEC PWR CO INC    (COM) AEP 179,000 2,245 0.07%
DOW INC    (COM) 171,000 4,192 0.07%
TORO CO    (COM) TTC 170,000 2,557 0.07%
PHILLIPS 66    (COM) PSX 167,000 2,324 0.07%
TJX COS INC NEW    (COM) TJX 167,000 3,309 0.07%
BLACKSTONE GROUP INC    (COM CL A) 166,000 2,936 0.07%
SBA COMMUNICATIONS CORP NEW    (CL A) 165,000 553 0.07%
INTUITIVE SURGICAL INC    (COM NEW) ISRG 164,000 288 0.07%
LAUDER ESTEE COS INC    (CL A) EL 162,000 861 0.06%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 162,000 3,285 0.06%
DTE ENERGY CO    (COM) DTE 161,000 1,495 0.06%
CLOROX CO DEL    (COM) CLX 160,000 729 0.06%
TARGET CORP    (COM) TGT 155,000 1,294 0.06%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 153,000 1,948 0.06%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 152,000 3,042 0.06%
PRICESMART INC    (COM) PSMT 152,000 2,520 0.06%
ECOLAB INC    (COM) ECL 152,000 762 0.06%
LINDE PLC    (SHS) 151,000 712 0.06%
SM ENERGY CO    (COM) SM 150,000 39,975 0.06%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 147,000 2,002 0.06%
ISHARES TR    (S&P 500 GRWT ETF) IVW 146,000 705 0.06%
MARATHON PETE CORP    (COM) MPC 143,000 3,834 0.06%
CINTAS CORP    (COM) CTAS 139,000 522 0.05%
SHOPIFY INC    (CL A) 136,000 143 0.05%
ADVANCED MICRO DEVICES INC    (COM) AMD 131,000 2,488 0.05%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 131,000 1,757 0.05%
ISHARES TR    (NATIONAL MUN ETF) MUB 126,000 1,089 0.05%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 125,000 875 0.05%
COUPA SOFTWARE INC    (COM) 125,000 451 0.05%
ILLUMINA INC    (COM) ILMN 125,000 337 0.05%
ARROWHEAD PHARMACEUTICALS IN    (COM) 125,000 2,885 0.05%
CONOCOPHILLIPS    (COM) COP 124,000 2,951 0.05%
SEMPRA ENERGY    (COM) SRE 123,000 1,053 0.05%
ISHARES TR    (MSCI EMG MKT ETF) EEM 122,000 3,050 0.05%
SERVICENOW INC    (COM) NOW 122,000 301 0.05%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 120,000 559 0.05%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 120,000 4,038 0.05%
HOLLYFRONTIER CORP    (COM) HFC 119,000 4,078 0.05%
TEGNA INC    (COM) TGNA 119,000 10,666 0.05%
UNITED PARCEL SERVICE INC    (CL B) UPS 118,000 1,057 0.05%
SCHWAB STRATEGIC TR    (INTL SCEQT ETF) SCHC 116,000 3,914 0.04%
MONGODB INC    (CL A) 115,000 507 0.04%
CORTEVA INC    (COM) 114,000 4,263 0.04%
AON PLC    (SHS CL A) 111,000 575 0.04%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 110,000 740 0.04%
NISOURCE INC    (COM) NI 107,000 4,708 0.04%
1 2 3 4 5 6 7 8 Next >Full Portfolio View
Total Value As 2020-06-30: 233,919,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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