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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 2020-10-20)
Company (links to holding history) Ticker Value On
2020-09-30
No of Shares % of portfolio
APPLE INC    (COM) AAPL 43,777,000 378,006 17.29%
AMAZON COM INC    (COM) AMZN 13,168,000 4,182 5.20%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 10,541,000 61,890 4.16%
MICROSOFT CORP    (COM) MSFT 9,485,000 45,095 3.74%
ISHARES TR    (CORE S&P500 ETF) IVV 8,343,000 24,825 3.29%
JOHNSON & JOHNSON    (COM) JNJ 7,136,000 47,929 2.81%
MCDONALDS CORP    (COM) MCD 5,407,000 24,636 2.13%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 3,582,000 16,820 1.41%
HONEYWELL INTL INC    (COM) HON 3,199,000 19,435 1.26%
ALPHABET INC    (CAP STK CL C) GOOG 3,155,000 2,147 1.24%
KIMBERLY CLARK CORP    (COM) KMB 3,063,000 20,745 1.21%
3M CO    (COM) MMM 2,960,000 18,481 1.16%
COSTCO WHSL CORP NEW    (COM) COST 2,914,000 8,209 1.15%
ALPHABET INC    (CAP STK CL A) GOOGL 2,878,000 1,964 1.13%
JPMORGAN CHASE & CO    (COM) JPM 2,800,000 29,084 1.10%
HOME DEPOT INC    (COM) HD 2,706,000 9,743 1.06%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 2,517,000 20,688 0.99%
AMGEN INC    (COM) AMGN 2,504,000 9,852 0.98%
PFIZER INC    (COM) PFE 2,415,000 65,791 0.95%
CATERPILLAR INC DEL    (COM) CAT 2,358,000 15,811 0.93%
ISHARES TR    (MSCI EAFE ETF) EFA 2,330,000 36,600 0.92%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 2,304,000 6,879 0.91%
CHEVRON CORP NEW    (COM) CVX 2,255,000 31,321 0.89%
ABBOTT LABS    (COM) ABT 2,244,000 20,618 0.88%
EXXON MOBIL CORP    (COM) XOM 2,210,000 64,376 0.87%
LILLY ELI & CO    (COM) LLY 2,146,000 14,495 0.84%
ABBVIE INC    (COM) ABBV 2,119,000 24,190 0.83%
PEPSICO INC    (COM) PEP 1,973,000 14,232 0.77%
INTUIT    (COM) INTU 1,800,000 5,519 0.71%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,740,000 29,242 0.68%
INTEL CORP    (COM) INTC 1,670,000 32,257 0.65%
ZSCALER INC    (COM) 1,608,000 11,429 0.63%
LOWES COS INC    (COM) LOW 1,577,000 9,506 0.62%
WOODWARD INC    (COM) WGOV 1,528,000 19,067 0.60%
BIOGEN INC    (COM) BIIB 1,526,000 5,378 0.60%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 1,521,000 19,258 0.60%
DANAHER CORPORATION    (COM) DHR 1,503,000 6,979 0.59%
AMERISOURCEBERGEN CORP    (COM) ABC 1,466,000 15,129 0.57%
PROCTER AND GAMBLE CO    (COM) PG 1,459,000 10,497 0.57%
AT&T INC    (COM) T 1,457,000 51,117 0.57%
ZIONS BANCORPORATION N A    (COM) ZION 1,361,000 46,569 0.53%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 1,244,000 20,636 0.49%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 1,224,000 5,693 0.48%
LOCKHEED MARTIN CORP    (COM) LMT 1,217,000 3,174 0.48%
ISHARES TR    (RUS 1000 VAL ETF) IWD 1,205,000 10,202 0.47%
DOMINION ENERGY INC    (COM) D 1,203,000 15,238 0.47%
CALAVO GROWERS INC    (COM) CVGW 1,201,000 18,126 0.47%
ISHARES TR    (SELECT DIVID ETF) DVY 1,200,000 14,712 0.47%
CVS HEALTH CORP    (COM) CVS 1,170,000 20,035 0.46%
COMCAST CORP NEW    (CL A) CMCSA 1,163,000 25,143 0.45%
WALMART INC    (COM) WMT 1,149,000 8,210 0.45%
UNION PAC CORP    (COM) UNP 1,141,000 5,798 0.45%
DISNEY WALT CO    (COM DISNEY) DIS 1,116,000 8,997 0.44%
ILLINOIS TOOL WKS INC    (COM) ITW 1,066,000 5,516 0.42%
MERCK & CO. INC    (COM) MRK 1,031,000 12,434 0.40%
FACEBOOK INC    (CL A) FB 1,000,000 3,817 0.39%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 921,000 5,988 0.36%
ADOBE SYSTEMS INCORPORATED    (COM) ADBE 807,000 1,646 0.31%
TESLA INC    (COM) TSLA 789,000 1,839 0.31%
BOEING CO    (COM) BA 779,000 4,716 0.30%
PURE STORAGE INC    (CL A) 773,000 50,239 0.30%
YUM BRANDS INC    (COM) YUM 764,000 8,369 0.30%
QUALCOMM INC    (COM) QCOM 763,000 6,480 0.30%
PINNACLE WEST CAP CORP    (COM) PNW 738,000 9,894 0.29%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 736,000 6,990 0.29%
MEDTRONIC PLC    (SHS) MDT 726,000 6,984 0.28%
VISA INC    (COM CL A) V 686,000 3,432 0.27%
NVIDIA CORPORATION    (COM) NVDA 668,000 1,233 0.26%
SERVICENOW INC    (COM) NOW 652,000 1,344 0.25%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 642,000 2,087 0.25%
VANECK VECTORS ETF TR    (PFD SECS EX FINL) 608,000 31,701 0.24%
ACCELERATE DIAGNOSTICS INC    (COM) AXDX 593,000 55,586 0.23%
INVESCO QQQ TR    (UNIT SER 1) 593,000 2,135 0.23%
SCHWAB CHARLES CORP    (COM) SCHW 587,000 16,200 0.23%
STARBUCKS CORP    (COM) SBUX 587,000 6,829 0.23%
ALPHABET INC    (CAP STK CL A) GOOGL 586,000 400 0.23%
QUIDEL CORP    (COM) QDEL 570,000 2,602 0.22%
FEDEX CORP    (COM) FDX 556,000 2,212 0.21%
CISCO SYS INC    (COM) CSCO 551,000 13,990 0.21%
MASTERCARD INCORPORATED    (CL A) MA 543,000 1,607 0.21%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 532,000 10,551 0.21%
ADVANCED MICRO DEVICES INC    (COM) AMD 531,000 6,478 0.20%
ISHARES TR    (RUS 1000 GRW ETF) IWF 528,000 2,435 0.20%
BK OF AMERICA CORP    (COM) BAC 516,000 21,407 0.20%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 500,000 13,294 0.19%
TEXAS INSTRS INC    (COM) TXN 490,000 3,430 0.19%
ZIMMER BIOMET HOLDINGS INC    (COM) ZMH 477,000 3,501 0.18%
AUDIOEYE INC    (COM NEW) 472,000 32,369 0.18%
PPG INDS INC    (COM) PPG 472,000 3,870 0.18%
ALTRIA GROUP INC    (COM) MO 462,000 11,962 0.18%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 461,000 5,225 0.18%
PHILIP MORRIS INTL INC    (COM) PM 459,000 6,123 0.18%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 456,000 5,653 0.18%
VANGUARD INDEX FDS    (VALUE ETF) VTV 455,000 4,351 0.17%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 451,000 3,916 0.17%
AMERICAN EXPRESS CO    (COM) AXP 442,000 4,412 0.17%
GENERAL MLS INC    (COM) GIS 425,000 6,888 0.16%
YUM CHINA HLDGS INC    (COM) 419,000 7,908 0.16%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 419,000 3,784 0.16%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 395,000 3,068 0.15%
NETFLIX INC    (COM) NFLX 384,000 767 0.15%
RAYTHEON TECHNOLOGIES CORP    (COM) 377,000 6,547 0.14%
MONDELEZ INTL INC    (CL A) MDLZ 375,000 6,529 0.14%
ZOOM VIDEO COMMUNICATIONS IN    (CL A) 375,000 797 0.14%
SPDR INDEX SHS FDS    (S&P INTL SMLCP) GWX 370,000 12,181 0.14%
SNAP ON INC    (COM) SNA 354,000 2,409 0.13%
BANDWIDTH INC    (COM CL A) 352,000 2,017 0.13%
ISHARES TR    (PFD AND INCM SEC) PFF 351,000 9,620 0.13%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 347,000 1,526 0.13%
WISDOMTREE TR    (INTL SMCAP DIV) DLS 335,000 5,594 0.13%
SALESFORCE COM INC    (COM) CRM 332,000 1,321 0.13%
SPDR GOLD TR    (GOLD SHS) GLD 325,000 1,835 0.12%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 324,000 7,495 0.12%
ORACLE CORP    (COM) ORCL 314,000 5,268 0.12%
AMERICAN ELEC PWR CO INC    (COM) AEP 311,000 3,803 0.12%
GLACIER BANCORP INC NEW    (COM) GBCI 311,000 9,708 0.12%
APTARGROUP INC    (COM) ATR 309,000 2,728 0.12%
PRICE T ROWE GROUP INC    (COM) TROW 308,000 2,404 0.12%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 300,000 8,338 0.11%
ISHARES TR    (RUSSELL 2000 ETF) IWM 295,000 1,967 0.11%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 291,000 466 0.11%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 291,000 659 0.11%
DEERE & CO    (COM) DE 288,000 1,298 0.11%
XCEL ENERGY INC    (COM) XEL 287,000 4,166 0.11%
UNITEDHEALTH GROUP INC    (COM) UNH 285,000 913 0.11%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 282,000 6,887 0.11%
TRAVELERS COMPANIES INC    (COM) TRV 282,000 2,603 0.11%
EMX RTY CORP    (COM) 280,000 106,300 0.11%
NORFOLK SOUTHN CORP    (COM) NSC 272,000 1,271 0.10%
MCKESSON CORP    (COM) MCK 263,000 1,764 0.10%
INVESCO EXCH TRADED FD TR II    (PFD ETF) 259,000 17,579 0.10%
SOUTHERN CO    (COM) SO 249,000 4,592 0.09%
US BANCORP DEL    (COM NEW) USB 249,000 6,932 0.09%
PAYPAL HLDGS INC    (COM) PYPL 240,000 1,217 0.09%
ISHARES TR    (INTL SEL DIV ETF) IDV 234,000 9,396 0.09%
SPLUNK INC    (COM) SPLK 226,000 1,200 0.08%
LENNOX INTL INC    (COM) LII 225,000 827 0.08%
DUPONT DE NEMOURS INC    (COM) 223,000 4,024 0.08%
CHOICE HOTELS INTL INC    (COM) CHH 221,000 2,576 0.08%
GRAINGER W W INC    (COM) GWW 219,000 615 0.08%
GENERAL ELECTRIC CO    (COM) GE 218,000 35,065 0.08%
SYSCO CORP    (COM) SYY 216,000 3,478 0.08%
TORO CO    (COM) TTC 215,000 2,557 0.08%
FORTIVE CORP    (COM) FTV 214,000 2,807 0.08%
BAXTER INTL INC    (COM) BAX 213,000 2,649 0.08%
ALLIANCE DATA SYSTEMS CORP    (COM) ADS 211,000 5,032 0.08%
COCA COLA CO    (COM) KO 206,000 4,180 0.08%
BECTON DICKINSON & CO    (COM) BDX 205,000 880 0.08%
INTUITIVE SURGICAL INC    (COM NEW) ISRG 204,000 288 0.08%
DOLLAR GEN CORP NEW    (COM) DG 202,000 963 0.07%
DOW INC    (COM) 196,000 4,160 0.07%
TJX COS INC NEW    (COM) TJX 184,000 3,300 0.07%
UNITED PARCEL SERVICE INC    (CL B) UPS 182,000 1,090 0.07%
COUPA SOFTWARE INC    (COM) 179,000 651 0.07%
LINDE PLC    (SHS) 178,000 747 0.07%
SBA COMMUNICATIONS CORP NEW    (CL A) 176,000 553 0.06%
TWILIO INC    (CL A) 176,000 710 0.06%
CINTAS CORP    (COM) CTAS 175,000 525 0.06%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 171,000 3,285 0.06%
PRICESMART INC    (COM) PSMT 167,000 2,520 0.06%
CIGNA CORP NEW    (COM) 165,000 976 0.06%
TARGET CORP    (COM) TGT 162,000 1,031 0.06%
ISHARES TR    (CORE S&P SCP ETF) IJR 160,000 2,284 0.06%
DTE ENERGY CO    (COM) DTE 160,000 1,394 0.06%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 158,000 1,948 0.06%
BLACKSTONE GROUP INC    (COM CL A) 154,000 2,941 0.06%
CLOROX CO DEL    (COM) CLX 153,000 729 0.06%
ECOLAB INC    (COM) ECL 152,000 762 0.06%
ISHARES TR    (S&P 500 GRWT ETF) IVW 145,000 629 0.05%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 140,000 1,734 0.05%
OCCIDENTAL PETE CORP    (COM) OXY 139,000 13,908 0.05%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 138,000 2,642 0.05%
LAUDER ESTEE COS INC    (CL A) EL 137,000 630 0.05%
ISHARES TR    (MSCI EMG MKT ETF) EEM 134,000 3,046 0.05%
ISHARES TR    (NATIONAL MUN ETF) MUB 128,000 1,108 0.05%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 127,000 4,038 0.05%
WESTERN ALLIANCE BANCORP    (COM) WAL 125,000 3,965 0.04%
TEGNA INC    (COM) TGNA 125,000 10,666 0.04%
CORTEVA INC    (COM) 123,000 4,271 0.04%
BOOKING HOLDINGS INC    (COM) 123,000 72 0.04%
CHURCHILL DOWNS INC    (COM) CHDN 123,000 750 0.04%
AON PLC    (SHS CL A) 119,000 575 0.04%
SEMPRA ENERGY    (COM) SRE 119,000 1,006 0.04%
ARROWHEAD PHARMACEUTICALS IN    (COM) 118,000 2,748 0.04%
MONGODB INC    (CL A) 117,000 507 0.04%
SHOPIFY INC    (CL A) 117,000 114 0.04%
AVANOS MED INC    (COM) 116,000 3,484 0.04%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 113,000 383 0.04%
MARATHON PETE CORP    (COM) MPC 113,000 3,844 0.04%
TWITTER INC    (COM) TWTR 112,000 2,507 0.04%
NXP SEMICONDUCTORS N V    (COM) NXPI 109,000 870 0.04%
ILLUMINA INC    (COM) ILMN 108,000 349 0.04%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 108,000 771 0.04%
GOLDMAN SACHS GROUP INC    (COM) GS 106,000 526 0.04%
NISOURCE INC    (COM) NI 104,000 4,732 0.04%
HERSHEY CO    (COM) HSY 103,000 716 0.04%
NEWMONT CORP    (COM) NEM 103,000 1,619 0.04%
PNM RES INC    (COM) PNM 102,000 2,462 0.04%
SIMPSON MANUFACTURING CO INC    (COM) SSD 102,000 1,053 0.04%
EDWARDS LIFESCIENCES CORP    (COM) EW 101,000 1,266 0.03%
1 2 3 4 5 6 7 8 9 Next >Full Portfolio View
Total Value As 2020-09-30: 253,072,000 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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