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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 2020-01-27)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
APPLE INC    (COM) AAPL 28,381,000 96,647 11.02%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 10,359,000 63,308 4.02%
ISHARES TR    (CORE S&P500 ETF) IVV 8,344,000 25,813 3.24%
MICROSOFT CORP    (COM) MSFT 7,557,000 47,921 2.93%
AMAZON COM INC    (COM) AMZN 7,283,000 3,941 2.82%
JOHNSON & JOHNSON    (COM) JNJ 7,204,000 49,384 2.79%
MCDONALDS CORP    (COM) MCD 5,118,000 25,897 1.98%
EXXON MOBIL CORP    (COM) XOM 4,699,000 67,336 1.82%
HONEYWELL INTL INC    (COM) HON 4,300,000 24,296 1.67%
CHEVRON CORP NEW    (COM) CVX 4,247,000 35,245 1.64%
JPMORGAN CHASE & CO    (COM) JPM 4,159,000 29,833 1.61%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 3,955,000 17,463 1.53%
3M CO    (COM) MMM 3,341,000 18,939 1.29%
ISHARES TR    (MSCI EAFE ETF) EFA 3,126,000 45,020 1.21%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 2,723,000 20,313 1.05%
PFIZER INC    (COM) PFE 2,677,000 68,313 1.03%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 2,648,000 8,228 1.02%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 2,571,000 27,708 0.99%
KIMBERLY CLARK CORP    (COM) KMB 2,525,000 18,359 0.98%
ALPHABET INC    (CAP STK CL A) GOOGL 2,483,000 1,854 0.96%
ZIONS BANCORPORATION N A    (COM) ZION 2,412,000 46,463 0.93%
CATERPILLAR INC DEL    (COM) CAT 2,406,000 16,291 0.93%
AT&T INC    (COM) T 2,363,000 60,459 0.91%
AMGEN INC    (COM) AMGN 2,341,000 9,711 0.90%
COSTCO WHSL CORP NEW    (COM) COST 2,331,000 7,930 0.90%
WOODWARD INC    (COM) WGOV 2,259,000 19,075 0.87%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 2,244,000 11,292 0.87%
PEPSICO INC    (COM) PEP 2,180,000 15,953 0.84%
AXON ENTERPRISE INC    (COM) 2,179,000 29,733 0.84%
HOME DEPOT INC    (COM) HD 2,167,000 9,924 0.84%
ISHARES TR    (SELECT DIVID ETF) DVY 2,087,000 19,750 0.81%
ALPHABET INC    (CAP STK CL C) GOOG 2,039,000 1,525 0.79%
INTEL CORP    (COM) INTC 1,965,000 32,836 0.76%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,827,000 29,758 0.70%
ABBOTT LABS    (COM) ABT 1,727,000 19,888 0.67%
ABBVIE INC    (COM) ABBV 1,726,000 19,495 0.67%
LILLY ELI & CO    (COM) LLY 1,672,000 12,718 0.64%
CALAVO GROWERS INC    (COM) CVGW 1,670,000 18,436 0.64%
ISHARES TR    (RUS 1000 VAL ETF) IWD 1,609,000 11,787 0.62%
BIOGEN INC    (COM) BIIB 1,598,000 5,385 0.62%
CVS HEALTH CORP    (COM) CVS 1,580,000 21,271 0.61%
BOEING CO    (COM) BA 1,528,000 4,690 0.59%
INTUIT    (COM) INTU 1,494,000 5,705 0.58%
BRISTOL MYERS SQUIBB CO    (COM) BMY 1,433,000 22,328 0.55%
PROCTER & GAMBLE CO    (COM) PG 1,366,000 10,936 0.53%
MERCK & CO INC    (COM) MRK 1,333,000 14,657 0.51%
AMERISOURCEBERGEN CORP    (COM) ABC 1,308,000 15,383 0.50%
DISNEY WALT CO    (COM DISNEY) DIS 1,270,000 8,783 0.49%
UNION PACIFIC CORP    (COM) UNP 1,247,000 6,897 0.48%
COMCAST CORP NEW    (CL A) CMCSA 1,220,000 27,127 0.47%
DOMINION ENERGY INC    (COM) D 1,218,000 14,703 0.47%
LOWES COS INC    (COM) LOW 1,130,000 9,435 0.43%
ILLINOIS TOOL WKS INC    (COM) ITW 1,107,000 6,161 0.43%
DANAHER CORPORATION    (COM) DHR 1,101,000 7,175 0.42%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 1,092,000 9,829 0.42%
ZSCALER INC    (COM) 977,000 21,005 0.37%
LOCKHEED MARTIN CORP    (COM) LMT 953,000 2,447 0.37%
ACCELERATE DIAGNOSTICS INC    (COM) AXDX 939,000 55,586 0.36%
WALMART INC    (COM) WMT 937,000 7,881 0.36%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 904,000 20,509 0.35%
PURE STORAGE INC    (CL A) 860,000 50,239 0.33%
YUM BRANDS INC    (COM) YUM 844,000 8,380 0.32%
MEDTRONIC PLC    (SHS) MDT 805,000 7,093 0.31%
WESTERN ALLIANCE BANCORP    (COM) WAL 748,000 13,121 0.29%
GLACIER BANCORP INC NEW    (COM) GBCI 736,000 16,000 0.28%
STARBUCKS CORP    (COM) SBUX 723,000 8,219 0.28%
WISDOMTREE TR    (INTL SMCAP DIV) DLS 691,000 9,720 0.26%
CISCO SYS INC    (COM) CSCO 687,000 14,314 0.26%
ISHARES TR    (PFD AND INCM SEC) PFF 665,000 17,694 0.25%
FACEBOOK INC    (CL A) FB 662,000 3,227 0.25%
VISA INC    (COM CL A) V 642,000 3,419 0.24%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 637,000 13,546 0.24%
OCCIDENTAL PETE CORP    (COM) OXY 621,000 15,062 0.24%
ALTRIA GROUP INC    (COM) MO 615,000 12,323 0.23%
PHILIP MORRIS INTL INC    (COM) PM 602,000 7,071 0.23%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 582,000 4,249 0.22%
MASTERCARD INC    (CL A) MA 569,000 1,906 0.22%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 566,000 10,530 0.21%
ZIMMER BIOMET HLDGS INC    (COM) ZMH 563,000 3,761 0.21%
AMERICAN EXPRESS CO    (COM) AXP 543,000 4,359 0.21%
PINNACLE WEST CAP CORP    (COM) PNW 535,000 5,950 0.20%
QUALCOMM INC    (COM) QCOM 533,000 6,037 0.20%
PPG INDS INC    (COM) PPG 519,000 3,885 0.20%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 517,000 8,762 0.20%
GENERAL MLS INC    (COM) GIS 487,000 9,088 0.18%
VANGUARD INDEX FDS    (VALUE ETF) VTV 483,000 4,027 0.18%
TEXAS INSTRS INC    (COM) TXN 480,000 3,739 0.18%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 471,000 10,596 0.18%
VANGUARD GROUP    (DIV APP ETF) VIG 462,000 3,707 0.17%
ISHARES TR    (RUS 1000 GRW ETF) IWF 456,000 2,591 0.17%
UNITED TECHNOLOGIES CORP    (COM) UTX 455,000 3,035 0.17%
NORFOLK SOUTHERN CORP    (COM) NSC 453,000 2,332 0.17%
SM ENERGY CO    (COM) SM 449,000 39,975 0.17%
SPDR INDEX SHS FDS    (S&P INTL SMLCP) GWX 446,000 13,984 0.17%
GENERAL ELECTRIC CO    (COM) GE 440,000 39,453 0.17%
RAYTHEON CO    (COM NEW) RTN 440,000 2,002 0.17%
ISHARES TR    (CORE S&P MCP ETF) IJH 436,000 2,116 0.16%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 434,000 5,651 0.16%
ISHARES TR    (RUSSELL 2000 ETF) IWM 431,000 2,599 0.16%
ISHARES TR    (RUSSELL 3000 ETF) IWV 420,000 2,230 0.16%
ISHARES TR    (U.S. TECH ETF) IYW 419,000 1,800 0.16%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 418,000 4,987 0.16%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 410,000 13,310 0.15%
BANK AMER CORP    (COM) BAC 410,000 11,654 0.15%
SNAP ON INC    (COM) SNA 408,000 2,411 0.15%
THE CHARLES SCHWAB CORPORATI    (COM) SCHW 403,000 8,484 0.15%
FEDEX CORP    (COM) FDX 396,000 2,617 0.15%
US BANCORP DEL    (COM NEW) USB 394,000 6,642 0.15%
SPDR GOLD TRUST    (GOLD SHS) GLD 389,000 2,719 0.15%
UNITEDHEALTH GROUP INC    (COM) UNH 387,000 1,317 0.15%
YUM CHINA HLDGS INC    (COM) 380,000 7,913 0.14%
TRAVELERS COMPANIES INC    (COM) TRV 376,000 2,746 0.14%
ISHARES TR    (RUS 2000 GRW ETF) IWO 374,000 1,745 0.14%
ADOBE INC    (COM) ADBE 364,000 1,102 0.14%
TESLA INC    (COM) TSLA 358,000 855 0.13%
SPDR SERIES TRUST    (S&P BK ETF) KBE 355,000 7,510 0.13%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 353,000 2,134 0.13%
ISHARES TR    (S&P SML 600 GWT) IJT 348,000 1,800 0.13%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 347,000 3,735 0.13%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 336,000 4,152 0.13%
MONDELEZ INTL INC    (CL A) MDLZ 335,000 6,075 0.13%
ARROWHEAD PHARMACEUTICALS IN    (COM) 330,000 5,207 0.12%
APTARGROUP INC    (COM) ATR 315,000 2,728 0.12%
SYSCO CORP    (COM) SYY 315,000 3,681 0.12%
ISHARES TR    (PHLX SEMICND ETF) IGW 314,000 1,250 0.12%
SOUTHERN CO    (COM) SO 310,000 4,860 0.12%
ISHARES INC    (MIN VOL GBL ETF) ACWV 307,000 3,200 0.11%
XCEL ENERGY INC    (COM) XEL 305,000 4,806 0.11%
ONEOK INC NEW    (COM) OKE 305,000 4,028 0.11%
INVESCO QQQ TR    (UNIT SER 1) 304,000 1,431 0.11%
PHILLIPS 66    (COM) PSX 300,000 2,694 0.11%
PRICE T ROWE GROUP INC    (COM) TROW 298,000 2,448 0.11%
ORACLE CORP    (COM) ORCL 298,000 5,616 0.11%
FORTIVE CORP    (COM) FTV 291,000 3,805 0.11%
ISHARES TR    (US AER DEF ETF) ITA 289,000 1,300 0.11%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 285,000 3,500 0.11%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 281,000 949 0.10%
ISHARES INC    (CORE MSCI EMKT) IEMG 279,000 5,182 0.10%
ANIXTER INTL INC    (COM) AXE 274,000 2,979 0.10%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 272,000 2,668 0.10%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 271,000 558 0.10%
CHOICE HOTELS INTL INC    (COM) CHH 266,000 2,576 0.10%
DUPONT DE NEMOURS INC    (COM) 265,000 4,134 0.10%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 263,000 1,444 0.10%
HOLLYFRONTIER CORP    (COM) HFC 258,000 5,092 0.10%
BECTON DICKINSON & CO    (COM) BDX 256,000 942 0.09%
ISHARES TR    (GLOBAL TECH ETF) IXN 253,000 1,200 0.09%
ISHARES TR    (CORE S&P SCP ETF) IJR 249,000 2,968 0.09%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 248,000 763 0.09%
NETFLIX INC    (COM) NFLX 247,000 763 0.09%
CONOCOPHILLIPS    (COM) COP 247,000 3,803 0.09%
TJX COS INC NEW    (COM) TJX 247,000 4,048 0.09%
DEERE & CO    (COM) DE 246,000 1,420 0.09%
NIKE INC    (CL B) NKE 242,000 2,393 0.09%
MARATHON PETE CORP    (COM) MPC 242,000 4,016 0.09%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 239,000 1,136 0.09%
WELLS FARGO CO NEW    (COM) WFC 238,000 4,415 0.09%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 238,000 3,144 0.09%
ISHARES TR    (EXPANDED TECH) IGV 233,000 1,000 0.09%
COCA COLA CO    (COM) KO 232,000 4,192 0.09%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 232,000 1,360 0.09%
DOW INC    (COM) 230,000 4,195 0.08%
TARGET CORP    (COM) TGT 228,000 1,780 0.08%
DOLLAR GEN CORP NEW    (COM) DG 226,000 1,447 0.08%
BAXTER INTL INC    (COM) BAX 226,000 2,700 0.08%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 224,000 3,000 0.08%
SALESFORCE COM INC    (COM) CRM 224,000 1,376 0.08%
TORO CO    (COM) TTC 218,000 2,733 0.08%
MCKESSON CORP    (COM) MCK 212,000 1,530 0.08%
GRAINGER W W INC    (COM) GWW 206,000 608 0.08%
ECOLAB INC    (COM) ECL 205,000 1,061 0.07%
AON PLC    (SHS CL A) AON 205,000 986 0.07%
SBA COMMUNICATIONS CORP NEW    (CL A) 205,000 852 0.07%
CIGNA CORP NEW    (COM) 201,000 981 0.07%
CITIGROUP INC    (COM NEW) C 200,000 2,502 0.07%
LENNOX INTL INC    (COM) LII 198,000 812 0.07%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 195,000 3,244 0.07%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 195,000 685 0.07%
DTE ENERGY CO    (COM) DTE 193,000 1,484 0.07%
ISHARES TR    (GLOBAL FINLS ETF) IXG 193,000 2,800 0.07%
INVESCO DB COMMDY INDX TRCK    (UNIT) 191,000 12,000 0.07%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 188,000 5,592 0.07%
VANGUARD STAR FD    (VG TL INTL STK F) VXUS 183,000 3,285 0.07%
FIRST TR EXCHANGE TRADED FD    (CLOUD COMPUTING) SKYY 181,000 3,000 0.07%
LAUDER ESTEE COS INC    (CL A) EL 179,000 869 0.06%
PRICESMART INC    (COM) PSMT 179,000 2,520 0.06%
ISHARES TR    (GLOBAL REIT ETF) REET 178,000 6,427 0.06%
TEGNA INC    (COM) TGNA 178,000 10,666 0.06%
LINDE PLC    (SHS) 178,000 838 0.06%
VANGUARD BD INDEX FD INC    (LONG TERM BOND) BLV 177,000 1,764 0.06%
ISHARES TR    (IBOXX INV CP ETF) LQD 177,000 1,382 0.06%
EMX RTY CORP    (COM) 175,000 106,300 0.06%
BLACKSTONE GROUP INC    (COM CL A) 171,000 3,050 0.06%
ISHARES TR    (S&P 500 GRWT ETF) IVW 170,000 877 0.06%
NISOURCE INC    (COM) NI 169,000 6,087 0.06%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 166,000 677 0.06%
ISHARES TR    (MSCI EMG MKT ETF) EEM 164,000 3,662 0.06%
AMERICAN ELEC PWR CO INC    (COM) AEP 164,000 1,738 0.06%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 160,000 2,081 0.06%
ISHARES TR    (S&P MC 400VL ETF) IJJ 157,000 922 0.06%
1 2 3 4 5 6 7 8 Next >Full Portfolio View
Total Value As 2019-12-31: 257,434,000 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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