TCI Wealth Advisors, Inc. Q2 2024 Filing
Filed July 30, 2024
Portfolio Value
$1.1B
Holdings
221
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (221 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PSXPHILLIPS 66 | 1,994 | $0 | 0.00% | |
| 2 | AVGOBROADCOM INC | 536 | $0 | 0.00% | |
| 3 | DUKDUKE ENERGY CORP NEW | 2,735 | $0 | 0.00% | |
| 4 | PFEPFIZER INC | 14,630 | $0 | 0.00% | |
| 5 | AVSEAMERICAN CENTY ETF TR | 4,513 | $0 | 0.00% | |
| 6 | CSWCSW INDUSTRIALS INC | 862 | $0 | 0.00% | |
| 7 | JPMJPMORGAN CHASE & CO. | 16,167 | $0 | 0.00% | |
| 8 | CMCSACOMCAST CORP NEW | 11,488 | $0 | 0.00% | |
| 9 | AMZNAMAZON COM INC | 44,510 | $0 | 0.00% | |
| 10 | VVISA INC | 4,977 | $0 | 0.00% | |
| 11 | AVDVAMERICAN CENTY ETF TR | 611,370 | $0 | 0.00% | |
| 12 | GEGE AEROSPACE | 4,823 | $0 | 0.00% | |
| 13 | XELXCEL ENERGY INC | 4,194 | $0 | 0.00% | |
| 14 | METAMETA PLATFORMS INC | 3,953 | $0 | 0.00% | |
| 15 | IDV*ISHARES TR | 9,945 | $0 | 0.00% | |
| 16 | TSLATESLA INC | 6,646 | $0 | 0.00% | |
| 17 | VIGVANGUARD SPECIALIZED FUNDS | 3,891 | $0 | 0.00% | |
| 18 | DFAXDIMENSIONAL ETF TRUST | 826,924 | $0 | 0.00% | |
| 19 | LRCXEURLAM RESEARCH CORP | 244 | $0 | 0.00% | |
| 20 | ISRGINTUITIVE SURGICAL INC | 1,070 | $0 | 0.00% | |
| 21 | NSCNORFOLK SOUTHN CORP | 1,833 | $0 | 0.00% | |
| 22 | CITHE CIGNA GROUP | 925 | $0 | 0.00% | |
| 23 | DFIVDIMENSIONAL ETF TRUST | 1,245,340 | $0 | 0.00% | |
| 24 | LLYELI LILLY & CO | 8,157 | $0 | 0.00% | |
| 25 | VSSVANGUARD INTL EQUITY INDEX F | 6,559 | $0 | 0.00% | |
| 26 | NFLXNETFLIX INC | 475 | $0 | 0.00% | |
| 27 | ITWILLINOIS TOOL WKS INC | 5,201 | $0 | 0.00% | |
| 28 | CVXCHEVRON CORP NEW | 28,483 | $0 | 0.00% | |
| 29 | NDQINVESCO QQQ TR | 4,445 | $0 | 0.00% | |
| 30 | DFATDIMENSIONAL ETF TRUST | 514,581 | $0 | 0.00% | |
| 31 | MCKMCKESSON CORP | 1,520 | $0 | 0.00% | |
| 32 | VLTOVERALTO CORP | 2,536 | $0 | 0.00% | |
| 33 | DFAIDIMENSIONAL ETF TRUST | 131,125 | $0 | 0.00% | |
| 34 | PEPPEPSICO INC | 14,912 | $0 | 0.00% | |
| 35 | CATCATERPILLAR INC | 15,548 | $0 | 0.00% | |
| 36 | DTEDTE ENERGY CO | 2,383 | $0 | 0.00% | |
| 37 | CITCINTAS CORP | 674 | $0 | 0.00% | |
| 38 | IWRISHARES TR | 5,307 | $0 | 0.00% | |
| 39 | UPSTUPSTART HLDGS INC | 42,024 | $0 | 0.00% | |
| 40 | SCHASCHWAB STRATEGIC TR | 6,378 | $0 | 0.00% | |
| 41 | TMOTHERMO FISHER SCIENTIFIC INC | 998 | $0 | 0.00% | |
| 42 | AVUVAMERICAN CENTY ETF TR | 769,153 | $0 | 0.00% | |
| 43 | AXPAMERICAN EXPRESS CO | 4,544 | $0 | 0.00% | |
| 44 | WFCWELLS FARGO CO NEW | 4,402 | $0 | 0.00% | |
| 45 | CLXCLOROX CO DEL | 21,155 | $0 | 0.00% | |
| 46 | DFASDIMENSIONAL ETF TRUST | 2,257,202 | $0 | 0.00% | |
| 47 | VDEVANGUARD WORLD FD | 14,552 | $0 | 0.00% | |
| 48 | MDTMEDTRONIC PLC | 5,616 | $0 | 0.00% | |
| 49 | LIILENNOX INTL INC | 820 | $0 | 0.00% | |
| 50 | AQLTISHARES TR | 10,251 | $0 | 0.00% | |
| 51 | MAMASTERCARD INCORPORATED | 3,015 | $0 | 0.00% | |
| 52 | MSFTMICROSOFT CORP | 33,980 | $0 | 0.00% | |
| 53 | GQ9SPDR GOLD TR | 1,729 | $0 | 0.00% | |
| 54 | ABTABBOTT LABS | 19,188 | $0 | 0.00% | |
| 55 | MCDMCDONALDS CORP | 19,394 | $0 | 0.00% | |
| 56 | KMBKIMBERLY-CLARK CORP | 20,145 | $0 | 0.00% | |
| 57 | SYYSYSCO CORP | 3,326 | $0 | 0.00% | |
| 58 | SCHGSCHWAB STRATEGIC TR | 5,325 | $0 | 0.00% | |
| 59 | DFISDIMENSIONAL ETF TRUST | 909,343 | $0 | 0.00% | |
| 60 | VYMVANGUARD WHITEHALL FDS | 3,053 | $0 | 0.00% | |
| 61 | VBVANGUARD INDEX FDS | 7,350 | $0 | 0.00% | |
| 62 | CRMSALESFORCE INC | 1,400 | $0 | 0.00% | |
| 63 | IBMINTERNATIONAL BUSINESS MACHS | 6,462 | $0 | 0.00% | |
| 64 | PFFISHARES TR | 12,294 | $0 | 0.00% | |
| 65 | MTUMISHARES TR | 1,291 | $0 | 0.00% | |
| 66 | VTIVANGUARD INDEX FDS | 53,722 | $0 | 0.00% | |
| 67 | OXYOCCIDENTAL PETE CORP | 5,836 | $0 | 0.00% | |
| 68 | ADBEADOBE INC | 675 | $0 | 0.00% | |
| 69 | KOCOCA COLA CO | 4,844 | $0 | 0.00% | |
| 70 | INTCINTEL CORP | 24,776 | $0 | 0.00% | |
| 71 | AVDEAMERICAN CENTY ETF TR | 132,165 | $0 | 0.00% | |
| 72 | FDXFEDEX CORP | 1,881 | $0 | 0.00% | |
| 73 | MTCHMATCH GROUP INC NEW | 9,080 | $0 | 0.00% | |
| 74 | PNWPINNACLE WEST CAP CORP | 8,413 | $0 | 0.00% | |
| 75 | MCOMOODYS CORP | 504 | $0 | 0.00% | |
| 76 | VBRVANGUARD INDEX FDS | 3,304 | $0 | 0.00% | |
| 77 | VTEBVANGUARD MUN BD FDS | 7,507 | $0 | 0.00% | |
| 78 | VWOVANGUARD INTL EQUITY INDEX F | 10,937 | $0 | 0.00% | |
| 79 | AQLTISHARES TR | 5,566 | $0 | 0.00% | |
| 80 | ZSZSCALER INC | 4,441 | $0 | 0.00% | |
| 81 | ORCLORACLE CORP | 4,279 | $0 | 0.00% | |
| 82 | AAPLAPPLE INC | 140,730 | $0 | 0.00% | |
| 83 | CBCHUBB LIMITED | 1,056 | $0 | 0.00% | |
| 84 | TAT&T INC | 49,171 | $0 | 0.00% | |
| 85 | IGPTINVESCO EXCHANGE TRADED FD T | 8,413 | $0 | 0.00% | |
| 86 | 4I1PHILIP MORRIS INTL INC | 5,699 | $0 | 0.00% | |
| 87 | EFAISHARES TR | 16,034 | $0 | 0.00% | |
| 88 | SCHFSCHWAB STRATEGIC TR | 17,079 | $0 | 0.00% | |
| 89 | BMYBRISTOL-MYERS SQUIBB CO | 6,726 | $0 | 0.00% | |
| 90 | AVLVAMERICAN CENTY ETF TR | 23,955 | $0 | 0.00% | |
| 91 | WWDWOODWARD INC | 18,928 | $0 | 0.00% | |
| 92 | GEVGE VERNOVA INC | 1,171 | $0 | 0.00% | |
| 93 | REAXTHE REAL BROKERAGE INC | 15,617 | $0 | 0.00% | |
| 94 | SCHWSCHWAB CHARLES CORP | 12,810 | $0 | 0.00% | |
| 95 | TRVTRAVELERS COMPANIES INC | 2,321 | $0 | 0.00% | |
| 96 | BABOEING CO | 1,889 | $0 | 0.00% | |
| 97 | AMDADVANCED MICRO DEVICES INC | 4,170 | $0 | 0.00% | |
| 98 | DUHPDIMENSIONAL ETF TRUST | 491,043 | $0 | 0.00% | |
| 99 | PPGPPG INDS INC | 4,021 | $0 | 0.00% | |
| 100 | GOOGALPHABET INC | 24,795 | $0 | 0.00% |
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