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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 2020-04-14)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
APPLE INC    (COM) AAPL 25,059,000 98,546 12.36%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 8,214,000 63,720 4.05%
MICROSOFT CORP    (COM) MSFT 7,883,000 49,988 3.88%
AMAZON COM INC    (COM) AMZN 7,766,000 3,983 3.83%
ISHARES TR    (CORE S&P500 ETF) IVV 6,613,000 25,592 3.26%
JOHNSON & JOHNSON    (COM) JNJ 6,513,000 49,669 3.21%
MCDONALDS CORP    (COM) MCD 4,061,000 24,560 2.00%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 3,169,000 17,331 1.56%
ALPHABET INC    (CAP STK CL A) GOOGL 3,094,000 2,663 1.52%
ALPHABET INC    (CAP STK CL C) GOOG 2,806,000 2,413 1.38%
JPMORGAN CHASE & CO    (COM) JPM 2,680,000 29,764 1.32%
KIMBERLY CLARK CORP    (COM) KMB 2,652,000 20,738 1.30%
HONEYWELL INTL INC    (COM) HON 2,616,000 19,551 1.29%
CHEVRON CORP NEW    (COM) CVX 2,608,000 35,990 1.28%
3M CO    (COM) MMM 2,569,000 18,817 1.26%
EXXON MOBIL CORP    (COM) XOM 2,552,000 67,203 1.25%
COSTCO WHSL CORP NEW    (COM) COST 2,306,000 8,086 1.13%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 2,306,000 20,787 1.13%
ISHARES TR    (MSCI EAFE ETF) EFA 2,216,000 41,447 1.09%
PFIZER INC    (COM) PFE 2,176,000 66,656 1.07%
LILLY ELI & CO    (COM) LLY 2,051,000 14,783 1.01%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 2,015,000 7,818 0.99%
AMGEN INC    (COM) AMGN 2,011,000 9,921 0.99%
HOME DEPOT INC    (COM) HD 1,898,000 10,168 0.93%
CATERPILLAR INC DEL    (COM) CAT 1,897,000 16,347 0.93%
PEPSICO INC    (COM) PEP 1,870,000 15,568 0.92%
INTEL CORP    (COM) INTC 1,802,000 33,299 0.88%
BIOGEN INC    (COM) BIIB 1,701,000 5,375 0.83%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 1,680,000 24,047 0.82%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,599,000 29,757 0.78%
AT&T INC    (COM) T 1,587,000 54,439 0.78%
ABBOTT LABS    (COM) ABT 1,545,000 19,585 0.76%
ABBVIE INC    (COM) ABBV 1,412,000 18,528 0.69%
ISHARES TR    (SELECT DIVID ETF) DVY 1,392,000 18,934 0.68%
AMERISOURCEBERGEN CORP    (COM) ABC 1,338,000 15,124 0.65%
INTUIT    (COM) INTU 1,275,000 5,544 0.62%
ZIONS BANCORPORATION N A    (COM) ZION 1,242,000 46,413 0.61%
CVS HEALTH CORP    (COM) CVS 1,213,000 20,448 0.59%
PROCTER & GAMBLE CO    (COM) PG 1,201,000 10,920 0.59%
DOMINION ENERGY INC    (COM) D 1,193,000 16,525 0.58%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 1,150,000 20,623 0.56%
WOODWARD INC    (COM) WGOV 1,135,000 19,098 0.55%
ISHARES TR    (RUS 1000 VAL ETF) IWD 1,065,000 10,741 0.52%
CALAVO GROWERS INC    (COM) CVGW 1,064,000 18,436 0.52%
VISA INC    (COM CL A) V 1,005,000 6,234 0.49%
DANAHER CORPORATION    (COM) DHR 965,000 6,975 0.47%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 965,000 12,329 0.47%
MERCK & CO. INC    (COM) MRK 962,000 12,505 0.47%
ZSCALER INC    (COM) 959,000 15,756 0.47%
UNION PAC CORP    (COM) UNP 910,000 6,452 0.44%
COMCAST CORP NEW    (CL A) CMCSA 898,000 26,124 0.44%
DISNEY WALT CO    (COM DISNEY) DIS 890,000 9,211 0.43%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 888,000 7,696 0.43%
WALMART INC    (COM) WMT 877,000 7,715 0.43%
ILLINOIS TOOL WKS INC    (COM) ITW 873,000 6,146 0.43%
LOCKHEED MARTIN CORP    (COM) LMT 873,000 2,575 0.43%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 863,000 5,740 0.42%
FACEBOOK INC    (CL A) FB 857,000 5,135 0.42%
BOEING CO    (COM) BA 821,000 5,502 0.40%
NVIDIA CORP    (COM) NVDA 820,000 3,110 0.40%
LOWES COS INC    (COM) LOW 735,000 8,536 0.36%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 699,000 2,950 0.34%
MEDTRONIC PLC    (SHS) MDT 671,000 7,436 0.33%
ISHARES TR    (RUS TP200 GR ETF) IWY 669,000 7,950 0.32%
ADOBE INC    (COM) ADBE 658,000 2,066 0.32%
PURE STORAGE INC    (CL A) 618,000 50,239 0.30%
QUALCOMM INC    (COM) QCOM 576,000 8,513 0.28%
YUM BRANDS INC    (COM) YUM 574,000 8,375 0.28%
CISCO SYS INC    (COM) CSCO 564,000 14,360 0.27%
PHILIP MORRIS INTL INC    (COM) PM 550,000 7,543 0.27%
GLACIER BANCORP INC NEW    (COM) GBCI 544,000 16,000 0.26%
STARBUCKS CORP    (COM) SBUX 512,000 7,796 0.25%
ISHARES TR    (PFD AND INCM SEC) PFF 506,000 15,904 0.24%
ALTRIA GROUP INC    (COM) MO 505,000 13,054 0.24%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 504,000 13,294 0.24%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 500,000 12,193 0.24%
GENERAL MLS INC    (COM) GIS 495,000 9,381 0.24%
ACCELERATE DIAGNOSTICS INC    (COM) AXDX 463,000 55,586 0.22%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 455,000 5,326 0.22%
PINNACLE WEST CAP CORP    (COM) PNW 448,000 5,905 0.22%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 440,000 4,957 0.21%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 413,000 12,374 0.20%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 399,000 11,882 0.19%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 398,000 8,708 0.19%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 382,000 3,698 0.18%
ISHARES TR    (RUS 1000 GRW ETF) IWF 373,000 2,479 0.18%
VANGUARD INDEX FDS    (VALUE ETF) VTV 371,000 4,167 0.18%
AMERICAN EXPRESS CO    (COM) AXP 364,000 4,250 0.17%
MASTERCARD INC    (CL A) MA 356,000 1,475 0.17%
ZIMMER BIOMET HOLDINGS INC    (COM) ZMH 354,000 3,501 0.17%
TEXAS INSTRS INC    (COM) TXN 348,000 3,485 0.17%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 346,000 5,652 0.17%
MONDELEZ INTL INC    (CL A) MDLZ 341,000 6,808 0.16%
YUM CHINA HLDGS INC    (COM) 337,000 7,912 0.16%
NORFOLK SOUTHERN CORP    (COM) NSC 336,000 2,303 0.16%
NEXTERA ENERGY INC    (COM) NEE 331,000 1,374 0.16%
SOUTHERN CO    (COM) SO 329,000 6,080 0.16%
PPG INDS INC    (COM) PPG 324,000 3,870 0.15%
WESTERN ALLIANCE BANCORP    (COM) WAL 313,000 10,212 0.15%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 312,000 3,916 0.15%
FEDEX CORP    (COM) FDX 310,000 2,556 0.15%
WISDOMTREE TR    (INTL SMCAP DIV) DLS 305,000 6,354 0.15%
SPDR INDEX SHS FDS    (S&P INTL SMLCP) GWX 304,000 13,347 0.14%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 304,000 1,385 0.14%
GENERAL ELECTRIC CO    (COM) GE 293,000 36,958 0.14%
INVESCO QQQ TR    (UNIT SER 1) 272,000 1,431 0.13%
APTARGROUP INC    (COM) ATR 272,000 2,732 0.13%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 270,000 6,094 0.13%
SCHWAB CHARLES CORP    (COM) SCHW 270,000 8,030 0.13%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 268,000 4,270 0.13%
BLACKROCK ENH CAP & INC FD I    (COM) CII 268,000 20,600 0.13%
SNAP ON INC    (COM) SNA 266,000 2,441 0.13%
BK OF AMERICA CORP    (COM) BAC 264,000 12,421 0.13%
RAYTHEON CO    (COM NEW) RTN 261,000 1,993 0.12%
TRAVELERS COMPANIES INC    (COM) TRV 259,000 2,610 0.12%
ISHARES TR    (RUSSELL 2000 ETF) IWM 255,000 2,226 0.12%
XCEL ENERGY INC    (COM) XEL 251,000 4,163 0.12%
ORACLE CORP    (COM) ORCL 243,000 5,036 0.11%
US BANCORP DEL    (COM NEW) USB 240,000 6,962 0.11%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 240,000 550 0.11%
UNITEDHEALTH GROUP INC    (COM) UNH 236,000 946 0.11%
PRICE T ROWE GROUP INC    (COM) TROW 235,000 2,411 0.11%
SALESFORCE COM INC    (COM) CRM 234,000 1,625 0.11%
UNITED TECHNOLOGIES CORP    (COM) UTX 233,000 2,471 0.11%
INVESCO EXCHANGE-TRADED FD T    (PFD ETF) 232,000 17,599 0.11%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 226,000 1,444 0.11%
NIKE INC    (CL B) NKE 225,000 2,724 0.11%
SPDR SER TR    (SSGA US LRG ETF) LGLV 221,000 2,437 0.10%
COCA COLA CO    (COM) KO 221,000 4,984 0.10%
BAXTER INTL INC    (COM) BAX 219,000 2,698 0.10%
SPDR GOLD TRUST    (GOLD SHS) GLD 216,000 1,460 0.10%
ANIXTER INTL INC    (COM) AXE 212,000 2,411 0.10%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 209,000 736 0.10%
FORTIVE CORP    (COM) FTV 209,000 3,780 0.10%
MCKESSON CORP    (COM) MCK 207,000 1,532 0.10%
BECTON DICKINSON & CO    (COM) BDX 204,000 886 0.10%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 197,000 4,380 0.09%
ISHARES TR    (USA MOMENTUM FCT) 196,000 1,845 0.09%
DEERE & CO    (COM) DE 194,000 1,406 0.09%
AMERICAN ELEC PWR CO INC    (COM) AEP 185,000 2,316 0.09%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 184,000 6,645 0.09%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 184,000 1,348 0.09%
SPDR SER TR    (SSGA US SMAL ETF) SMLV 181,000 2,733 0.08%
VANGUARD BD INDEX FDS    (LONG TERM BOND) BLV 181,000 1,692 0.08%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 177,000 2,183 0.08%
CIGNA CORP NEW    (COM) 171,000 964 0.08%
TORO CO    (COM) TTC 167,000 2,573 0.08%
ISHARES TR    (1 3 YR TREAS BD) SHY 166,000 1,919 0.08%
LINDE PLC    (SHS) 162,000 937 0.07%
OCCIDENTAL PETE CORP    (COM) OXY 162,000 13,947 0.07%
TJX COS INC NEW    (COM) TJX 161,000 3,368 0.07%
SYSCO CORP    (COM) SYY 158,000 3,471 0.07%
CHOICE HOTELS INTL INC    (COM) CHH 158,000 2,576 0.07%
DOLLAR GEN CORP NEW    (COM) DG 157,000 1,040 0.07%
GRAINGER W W INC    (COM) GWW 154,000 618 0.07%
TESLA INC    (COM) TSLA 154,000 293 0.07%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 150,000 1,187 0.07%
SBA COMMUNICATIONS CORP NEW    (CL A) 150,000 554 0.07%
LENNOX INTL INC    (COM) LII 150,000 827 0.07%
INTUITIVE SURGICAL INC    (COM NEW) ISRG 146,000 295 0.07%
DUPONT DE NEMOURS INC    (COM) 145,000 4,245 0.07%
EMX RTY CORP    (COM) 145,000 106,300 0.07%
ISHARES TR    (NATIONAL MUN ETF) MUB 141,000 1,244 0.06%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 138,000 3,285 0.06%
LAUDER ESTEE COS INC    (CL A) EL 138,000 867 0.06%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 136,000 5,281 0.06%
ISHARES TR    (CORE S&P SCP ETF) IJR 136,000 2,421 0.06%
DTE ENERGY CO    (COM) DTE 135,000 1,419 0.06%
WISDOMTREE TR    (US LARGECAP DIVD) DLN 134,000 1,660 0.06%
CLOROX CO DEL    (COM) CLX 133,000 766 0.06%
PRICESMART INC    (COM) PSMT 132,000 2,520 0.06%
TARGET CORP    (COM) TGT 132,000 1,417 0.06%
DOW INC    (COM) 128,000 4,393 0.06%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 127,000 776 0.06%
PHILLIPS 66    (COM) PSX 126,000 2,356 0.06%
ECOLAB INC    (COM) ECL 126,000 807 0.06%
ISHARES TR    (S&P 500 GRWT ETF) IVW 125,000 755 0.06%
GLADSTONE CAPITAL CORP    (COM) GLAD 124,000 21,987 0.06%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 121,000 2,002 0.05%
ISHARES TR    (MSCI EMG MKT ETF) EEM 120,000 3,511 0.05%
NISOURCE INC    (COM) NI 118,000 4,714 0.05%
AUDIOEYE INC    (COM NEW) 117,000 26,423 0.05%
TEGNA INC    (COM) TGNA 117,000 10,805 0.05%
BLACKSTONE GROUP INC    (COM CL A) 116,000 2,550 0.05%
SEMPRA ENERGY    (COM) SRE 108,000 955 0.05%
ADVANCED MICRO DEVICES INC    (COM) AMD 108,000 2,385 0.05%
SPDR INDEX SHS FDS    (S&P INTL ETF) DWX 107,000 3,497 0.05%
WELLS FARGO CO NEW    (COM) WFC 107,000 3,724 0.05%
BOOKING HLDGS INC    (COM) 106,000 79 0.05%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 106,000 500 0.05%
PAYPAL HLDGS INC    (COM) PYPL 106,000 1,107 0.05%
UNITED PARCEL SERVICE INC    (CL B) UPS 105,000 1,126 0.05%
CORTEVA INC    (COM) 103,000 4,364 0.05%
HOLLYFRONTIER CORP    (COM) HFC 102,000 4,145 0.05%
ILLUMINA INC    (COM) ILMN 98,000 359 0.04%
SCHWAB STRATEGIC TR    (INTL SCEQT ETF) SCHC 96,000 3,914 0.04%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 96,000 1,173 0.04%
LIBERTY ALL STAR EQUITY FD    (SH BEN INT) USA 96,000 19,820 0.04%
HERSHEY CO    (COM) HSY 95,000 713 0.04%
ENDO INTL PLC    (SHS) ENDP 94,000 25,328 0.04%
1 2 3 4 5 6 7 8 Next >Full Portfolio View
Total Value As 2020-03-31: 202,729,000 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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