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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 2019-10-17)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
APPLE INC    (COM) AAPL 20,979,000 93,669 9.31%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 9,539,000 63,170 4.23%
ISHARES TR    (CORE S&P500 ETF) IVV 9,086,000 30,438 4.03%
MICROSOFT CORP    (COM) MSFT 6,602,000 47,484 2.93%
AMAZON COM INC    (COM) AMZN 6,579,000 3,790 2.92%
JOHNSON & JOHNSON    (COM) JNJ 6,210,000 47,998 2.75%
MCDONALDS CORP    (COM) MCD 5,559,000 25,890 2.46%
EXXON MOBIL CORP    (COM) XOM 4,846,000 68,636 2.15%
CHEVRON CORP NEW    (COM) CVX 4,213,000 35,521 1.87%
HONEYWELL INTL INC    (COM) HON 3,747,000 22,143 1.66%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 3,674,000 17,664 1.63%
JPMORGAN CHASE & CO    (COM) JPM 3,557,000 30,226 1.57%
3M CO    (COM) MMM 3,183,000 19,360 1.41%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 2,951,000 20,296 1.31%
ISHARES TR    (MSCI EAFE ETF) EFA 2,930,000 44,926 1.30%
KIMBERLY CLARK CORP    (COM) KMB 2,606,000 18,344 1.15%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 2,585,000 27,722 1.14%
PFIZER INC    (COM) PFE 2,452,000 68,242 1.08%
COSTCO WHSL CORP NEW    (COM) COST 2,309,000 8,013 1.02%
AT&T INC    (COM) T 2,291,000 60,541 1.01%
HOME DEPOT INC    (COM) HD 2,275,000 9,805 1.01%
ALPHABET INC    (CAP STK CL A) GOOGL 2,202,000 1,803 0.97%
PEPSICO INC    (COM) PEP 2,126,000 15,509 0.94%
ISHARES TR    (SELECT DIVID ETF) DVY 2,067,000 20,273 0.91%
ZIONS BANCORPORATION N A    (COM) ZION 2,066,000 46,403 0.91%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 2,058,000 6,936 0.91%
WOODWARD INC    (COM) WGOV 2,057,000 19,080 0.91%
CATERPILLAR INC DEL    (COM) CAT 2,043,000 16,173 0.90%
ALPHABET INC    (CAP STK CL C) GOOG 1,907,000 1,564 0.84%
AMGEN INC    (COM) AMGN 1,875,000 9,689 0.83%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,871,000 31,001 0.83%
BOEING CO    (COM) BA 1,775,000 4,664 0.78%
CALAVO GROWERS INC    (COM) CVGW 1,755,000 18,436 0.77%
AXON ENTERPRISE INC    (COM) 1,688,000 29,733 0.74%
ABBOTT LABS    (COM) ABT 1,648,000 19,691 0.73%
INTEL CORP    (COM) INTC 1,640,000 31,821 0.72%
ABBVIE INC    (COM) ABBV 1,582,000 20,895 0.70%
ISHARES TR    (RUS 1000 VAL ETF) IWD 1,514,000 11,808 0.67%
CVS HEALTH CORP    (COM) CVS 1,459,000 23,130 0.64%
INTUIT    (COM) INTU 1,452,000 5,460 0.64%
LILLY ELI & CO    (COM) LLY 1,356,000 12,128 0.60%
PROCTER & GAMBLE CO    (COM) PG 1,301,000 10,464 0.57%
AMERISOURCEBERGEN CORP    (COM) ABC 1,266,000 15,377 0.56%
BIOGEN INC    (COM) BIIB 1,251,000 5,375 0.55%
DOMINION ENERGY INC    (COM) D 1,187,000 14,653 0.52%
MERCK & CO INC    (COM) MRK 1,171,000 13,913 0.52%
COMCAST CORP NEW    (CL A) CMCSA 1,171,000 25,987 0.52%
DISNEY WALT CO    (COM DISNEY) DIS 1,124,000 8,623 0.49%
UNION PACIFIC CORP    (COM) UNP 1,110,000 6,856 0.49%
BRISTOL MYERS SQUIBB CO    (COM) BMY 1,069,000 21,072 0.47%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 1,045,000 5,740 0.46%
ACCELERATE DIAGNOSTICS INC    (COM) AXDX 1,032,000 55,586 0.45%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 1,027,000 10,071 0.45%
ZSCALER INC    (COM) 992,000 20,994 0.44%
ILLINOIS TOOL WKS INC    (COM) ITW 961,000 6,141 0.42%
LOWES COS INC    (COM) LOW 952,000 8,658 0.42%
YUM BRANDS INC    (COM) YUM 950,000 8,375 0.42%
LOCKHEED MARTIN CORP    (COM) LMT 950,000 2,436 0.42%
WALMART INC    (COM) WMT 857,000 7,219 0.38%
PURE STORAGE INC    (CL A) 851,000 50,239 0.37%
DANAHER CORPORATION    (COM) DHR 821,000 5,685 0.36%
MEDTRONIC PLC    (SHS) MDT 767,000 7,065 0.34%
ISHARES TR    (PFD AND INCM SEC) PFF 744,000 19,814 0.33%
WESTERN ALLIANCE BANCORP    (COM) WAL 738,000 16,021 0.32%
STARBUCKS CORP    (COM) SBUX 723,000 8,178 0.32%
CISCO SYS INC    (COM) CSCO 706,000 14,288 0.31%
OCCIDENTAL PETE CORP    (COM) OXY 674,000 15,160 0.29%
WISDOMTREE TR    (INTL SMCAP DIV) DLS 646,000 10,170 0.28%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 586,000 14,270 0.26%
PINNACLE WEST CAP CORP    (COM) PNW 578,000 5,950 0.25%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 575,000 13,477 0.25%
FACEBOOK INC    (CL A) FB 575,000 3,229 0.25%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 575,000 4,460 0.25%
GENERAL MLS INC    (COM) GIS 573,000 10,386 0.25%
PHILIP MORRIS INTL INC    (COM) PM 537,000 7,070 0.23%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 525,000 10,518 0.23%
ZIMMER BIOMET HLDGS INC    (COM) ZMH 516,000 3,761 0.22%
VISA INC    (COM CL A) V 513,000 2,985 0.22%
ALTRIA GROUP INC    (COM) MO 503,000 12,296 0.22%
AMERICAN EXPRESS CO    (COM) AXP 502,000 4,244 0.22%
MASTERCARD INC    (CL A) MA 487,000 1,793 0.21%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 485,000 8,762 0.21%
TEXAS INSTRS INC    (COM) TXN 476,000 3,684 0.21%
QUALCOMM INC    (COM) QCOM 474,000 6,220 0.21%
PPG INDS INC    (COM) PPG 459,000 3,870 0.20%
VANGUARD INDEX FDS    (VALUE ETF) VTV 452,000 4,046 0.20%
ISHARES TR    (RUSSELL 2000 ETF) IWM 451,000 2,981 0.20%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 440,000 10,936 0.19%
FEDEX CORP    (COM) FDX 432,000 2,970 0.19%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 428,000 5,065 0.19%
SPDR INDEX SHS FDS    (S&P INTL SMLCP) GWX 422,000 14,369 0.18%
ISHARES TR    (RUS 1000 GRW ETF) IWF 419,000 2,624 0.18%
NORFOLK SOUTHERN CORP    (COM) NSC 416,000 2,314 0.18%
TRAVELERS COMPANIES INC    (COM) TRV 404,000 2,717 0.17%
VANGUARD GROUP    (DIV APP ETF) VIG 402,000 3,365 0.17%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 401,000 5,649 0.17%
RAYTHEON CO    (COM NEW) RTN 391,000 1,992 0.17%
SM ENERGY CO    (COM) SM 389,000 40,127 0.17%
SNAP ON INC    (COM) SNA 381,000 2,432 0.16%
US BANCORP DEL    (COM NEW) USB 363,000 6,562 0.16%
YUM CHINA HLDGS INC    (COM) 362,000 7,968 0.16%
GENERAL ELECTRIC CO    (COM) GE 360,000 40,244 0.15%
UNITED TECHNOLOGIES CORP    (COM) UTX 356,000 2,609 0.15%
BANK AMER CORP    (COM) BAC 353,000 12,114 0.15%
PHILLIPS 66    (COM) PSX 338,000 3,303 0.15%
SOUTHERN CO    (COM) SO 337,000 5,457 0.14%
THE CHARLES SCHWAB CORPORATI    (COM) SCHW 337,000 8,045 0.14%
MONDELEZ INTL INC    (CL A) MDLZ 332,000 6,003 0.14%
APTARGROUP INC    (COM) ATR 323,000 2,728 0.14%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 319,000 3,795 0.14%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 309,000 2,010 0.13%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 306,000 4,093 0.13%
DUPONT DE NEMOURS INC    (COM) 300,000 4,204 0.13%
ORACLE CORP    (COM) ORCL 299,000 5,434 0.13%
SYSCO CORP    (COM) SYY 290,000 3,656 0.12%
PRICE T ROWE GROUP INC    (COM) TROW 275,000 2,404 0.12%
HOLLYFRONTIER CORP    (COM) HFC 273,000 5,087 0.12%
UNITEDHEALTH GROUP INC    (COM) UNH 272,000 1,250 0.12%
XCEL ENERGY INC    (COM) XEL 270,000 4,160 0.11%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 270,000 4,764 0.11%
ONEOK INC NEW    (COM) OKE 257,000 3,481 0.11%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 257,000 942 0.11%
ISHARES TR    (RUS 2000 GRW ETF) IWO 256,000 1,327 0.11%
INVESCO QQQ TR    (UNIT SER 1) 251,000 1,328 0.11%
MARATHON PETE CORP    (COM) MPC 244,000 4,011 0.10%
DEERE & CO    (COM) DE 236,000 1,400 0.10%
BECTON DICKINSON & CO    (COM) BDX 232,000 918 0.10%
CHOICE HOTELS INTL INC    (COM) CHH 231,000 2,599 0.10%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 229,000 556 0.10%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 226,000 1,403 0.10%
WELLS FARGO CO NEW    (COM) WFC 223,000 4,429 0.09%
TJX COS INC NEW    (COM) TJX 223,000 4,002 0.09%
SPDR GOLD TRUST    (GOLD SHS) GLD 219,000 1,575 0.09%
NIKE INC    (CL B) NKE 219,000 2,333 0.09%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 219,000 3,144 0.09%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 219,000 1,139 0.09%
COCA COLA CO    (COM) KO 217,000 3,989 0.09%
CONOCOPHILLIPS    (COM) COP 214,000 3,759 0.09%
MCKESSON CORP    (COM) MCK 210,000 1,536 0.09%
DOLLAR GEN CORP NEW    (COM) DG 208,000 1,309 0.09%
ANIXTER INTL INC    (COM) AXE 206,000 2,979 0.09%
ISHARES TR    (CORE S&P SCP ETF) IJR 205,000 2,638 0.09%
TORO CO    (COM) TTC 201,000 2,745 0.08%
DOW INC    (COM) 201,000 4,210 0.08%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 200,000 6,263 0.08%
ECOLAB INC    (COM) ECL 198,000 998 0.08%
LENNOX INTL INC    (COM) LII 197,000 812 0.08%
BAXTER INTL INC    (COM) BAX 197,000 2,254 0.08%
PRICESMART INC    (COM) PSMT 196,000 2,758 0.08%
DTE ENERGY CO    (COM) DTE 193,000 1,449 0.08%
FORTIVE CORP    (COM) FTV 191,000 2,790 0.08%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 186,000 640 0.08%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 184,000 685 0.08%
NISOURCE INC    (COM) NI 181,000 6,059 0.08%
VANGUARD BD INDEX FD INC    (LONG TERM BOND) BLV 181,000 1,764 0.08%
GRAINGER W W INC    (COM) GWW 179,000 603 0.07%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 177,000 1,067 0.07%
SALESFORCE COM INC    (COM) CRM 176,000 1,189 0.07%
AMAZON COM INC    (COM) AMZN 174,000 100 0.07%
VANGUARD STAR FD    (VG TL INTL STK F) VXUS 170,000 3,285 0.07%
TEGNA INC    (COM) TGNA 166,000 10,666 0.07%
LINDE PLC    (SHS) 163,000 842 0.07%
NETFLIX INC    (COM) NFLX 161,000 600 0.07%
AMERICAN ELEC PWR CO INC    (COM) AEP 160,000 1,703 0.07%
ISHARES TR    (S&P 500 GRWT ETF) IVW 158,000 877 0.07%
SPDR INDEX SHS FDS    (S&P INTL ETF) DWX 154,000 3,946 0.06%
ISHARES TR    (MSCI EMG MKT ETF) EEM 151,000 3,705 0.06%
SELECT SECTOR SPDR TR    (ENERGY) XLE 147,000 2,480 0.06%
PNM RES INC    (COM) PNM 146,000 2,794 0.06%
CIGNA CORP NEW    (COM) 146,000 961 0.06%
ARROWHEAD PHARMACEUTICALS IN    (COM) 146,000 5,198 0.06%
EMX RTY CORP    (COM) 145,000 106,300 0.06%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 142,000 659 0.06%
SEMPRA ENERGY    (COM) SRE 141,000 955 0.06%
CINTAS CORP    (COM) CTAS 139,000 519 0.06%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 139,000 1,952 0.06%
CELGENE CORP    (COM) CELG 136,000 1,368 0.06%
STERLING BANCORP DEL    (COM) STL 135,000 6,734 0.05%
ISHARES TR    (NATIONAL MUN ETF) MUB 134,000 1,173 0.05%
SBA COMMUNICATIONS CORP NEW    (CL A) 134,000 556 0.05%
ISHARES TR    (RUS 2000 VAL ETF) IWN 133,000 1,111 0.05%
AON PLC    (SHS CL A) AON 132,000 682 0.05%
HERSHEY CO    (COM) HSY 132,000 854 0.05%
BOOKING HLDGS INC    (COM) 131,000 67 0.05%
IMPERIAL OIL LTD    (COM NEW) IMO 129,000 4,941 0.05%
LAUDER ESTEE COS INC    (CL A) EL 126,000 634 0.05%
TARGET CORP    (COM) TGT 124,000 1,164 0.05%
ALPHABET INC    (CAP STK CL A) GOOGL 122,000 100 0.05%
CENTRAL VALLEY CMNTY BANCORP    (COM) CVCY 119,000 5,827 0.05%
CITIGROUP INC    (COM NEW) C 118,000 1,713 0.05%
AVANOS MED INC    (COM) 117,000 3,131 0.05%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 117,000 1,136 0.05%
CORTEVA INC    (COM) 117,000 4,186 0.05%
HANCOCK JOHN TAX-ADV DIV INC    (COM) HTD 115,000 4,060 0.05%
CLOROX CO DEL    (COM) CLX 112,000 737 0.04%
SCHLUMBERGER LTD    (COM) SLB 111,000 3,248 0.04%
GOLDMAN SACHS GROUP INC    (COM) GS 111,000 538 0.04%
INTUITIVE SURGICAL INC    (COM NEW) ISRG 111,000 206 0.04%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 110,000 4,379 0.04%
CBS CORP NEW    (CL B) CBS 110,000 2,721 0.04%
1 2 3 4 5 6 7 8 Next >Full Portfolio View
Total Value As 2019-09-30: 225,171,000 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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