HoldingsChannel.com
TCI Wealth Advisors Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 96,647 +2,978 $28,381
     AAPL96,647+2,978$28,381
VANGUARD INDEX FDS (VTI) 63,308 +138 $10,359
     VTI63,308+138$10,359
ISHARES TR (IVV) 25,813 -4,625 $8,344
     IVV25,813-4,625$8,344
MICROSOFT CORP 47,921 +437 $7,557
     MSFT47,921+437$7,557
AMAZON COM INC      $7,283
     AMZN3,841+51$7,098
     Call100UNCH$185
JOHNSON & JOHNSON 49,384 +1,386 $7,204
     JNJ49,384+1,386$7,204
MCDONALDS CORP 25,897 +7 $5,118
     MCD25,897+7$5,118
EXXON MOBIL CORP 67,336 -1,300 $4,699
     XOM67,336-1,300$4,699
HONEYWELL INTL INC 24,296 +2,153 $4,300
     HON24,296+2,153$4,300
CHEVRON CORP NEW 35,245 -276 $4,247
     CVX35,245-276$4,247
JPMORGAN CHASE & CO 29,833 -393 $4,159
     JPM29,833-393$4,159
BERKSHIRE HATHAWAY INC DEL      $3,955
     BRK.B17,463-201$3,955
3M CO 18,939 -421 $3,341
     MMM18,939-421$3,341
ISHARES TR (EFA) 45,020 +94 $3,126
     EFA45,020+94$3,126
INTERNATIONAL BUSINESS MACHS 20,313 +17 $2,723
     IBM20,313+17$2,723
PFIZER INC 68,313 +71 $2,677
     PFE68,313+71$2,677
SPDR S&P 500 ETF TR (SPY) 8,228 +1,292 $2,648
     SPY8,228+1,292$2,648
VANGUARD INDEX FDS (VNQ) 27,708 -14 $2,571
     VNQ27,708-14$2,571
KIMBERLY CLARK CORP 18,359 +15 $2,525
     KMB18,359+15$2,525
ALPHABET INC 1,854 -49 $2,483
     GOOGL1,854+51$2,483
ZIONS BANCORPORATION N A 46,463 +60 $2,412
     ZION46,463+60$2,412
CATERPILLAR INC DEL 16,291 +118 $2,406
     CAT16,291+118$2,406
AT&T INC 60,459 -82 $2,363
     T60,459-82$2,363
AMGEN INC 9,711 +22 $2,341
     AMGN9,711+22$2,341
COSTCO WHSL CORP NEW 7,930 -83 $2,331
     COST7,930-83$2,331
WOODWARD INC 19,075 -5 $2,259
     WWD19,075-5$2,259
VANGUARD INDEX FDS (VBK) 11,292 +5,552 $2,244
     VBK11,292+5,552$2,244
PEPSICO INC 15,953 +444 $2,180
     PEP15,953+444$2,180
AXON ENTERPRISE INC 29,733 UNCH $2,179
     AAXN29,733UNCH$2,179
HOME DEPOT INC 9,924 +119 $2,167
     HD9,924+119$2,167
ISHARES TR (DVY) 19,750 -523 $2,087
     DVY19,750-523$2,087
ALPHABET INC 1,525 -39 $2,039
     GOOG1,525-39$2,039
INTEL CORP 32,836 +1,015 $1,965
     INTC32,836+1,015$1,965
VERIZON COMMUNICATIONS INC 29,758 -1,243 $1,827
     VZ29,758-1,243$1,827
ABBOTT LABS 19,888 +197 $1,727
     ABT19,888+197$1,727
ABBVIE INC 19,495 -1,400 $1,726
     ABBV19,495-1,400$1,726
LILLY ELI & CO 12,718 +590 $1,672
     LLY12,718+590$1,672
CALAVO GROWERS INC 18,436 UNCH $1,670
     CVGW18,436UNCH$1,670
ISHARES TR (IWD) 11,787 -21 $1,609
     IWD11,787-21$1,609
BIOGEN INC 5,385 +10 $1,598
     BIIB5,385+10$1,598
CVS HEALTH CORP 21,271 -1,859 $1,580
     CVS21,271-1,859$1,580
BOEING CO 4,690 +26 $1,528
     BA4,690+26$1,528
INTUIT 5,705 +245 $1,494
     INTU5,705+245$1,494
BRISTOL MYERS SQUIBB CO      $1,433
     BMY22,328+1,256$1,433
     RIGHT 99 99 9999124+124$0
PROCTER & GAMBLE CO 10,936 +472 $1,366
     PG10,936+472$1,366
MERCK & CO INC 14,657 +744 $1,333
     MRK14,657+744$1,333
AMERISOURCEBERGEN CORP 15,383 +6 $1,308
     ABC15,383+6$1,308
DISNEY WALT CO 8,783 +160 $1,270
     DIS8,783+160$1,270
UNION PACIFIC CORP 6,897 +41 $1,247
     UNP6,897+41$1,247
COMCAST CORP NEW 27,127 +1,140 $1,220
     CMCSA27,127+1,140$1,220

See Full List: All Stocks Held By TCI Wealth Advisors Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By TCI Wealth Advisors Inc.

Size ($ in 1000's)
At 12/31/2019: $257,434
At 09/30/2019: $225,171

TCI Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from TCI Wealth Advisors Inc. 13F filings. Link to 13F filings: SEC filings

TCI Wealth Advisors Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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