HoldingsChannel.com
TCI Wealth Advisors Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC      $25,059
     AAPL96,046-601$24,423
     Call2,500+2,500$636
VANGUARD INDEX FDS (VTI) 63,720 +412 $8,214
     VTI63,720+412$8,214
MICROSOFT CORP      $7,883
     MSFT47,488-433$7,489
     Call2,500+2,500$394
AMAZON COM INC 3,983 +42 $7,766
     AMZN3,983+142$7,766
ISHARES TR (IVV) 25,592 -221 $6,613
     IVV25,592-221$6,613
JOHNSON & JOHNSON 49,669 +285 $6,513
     JNJ49,669+285$6,513
MCDONALDS CORP 24,560 -1,337 $4,061
     MCD24,560-1,337$4,061
BERKSHIRE HATHAWAY INC DEL      $3,169
     BRK.B17,331-132$3,169
ALPHABET INC      $3,094
     GOOGL1,963+109$2,281
     Call700+700$813
ALPHABET INC 2,413 +888 $2,806
     GOOG2,413+888$2,806
JPMORGAN CHASE & CO 29,764 -69 $2,680
     JPM29,764-69$2,680
KIMBERLY CLARK CORP 20,738 +2,379 $2,652
     KMB20,738+2,379$2,652
HONEYWELL INTL INC 19,551 -4,745 $2,616
     HON19,551-4,745$2,616
CHEVRON CORP NEW 35,990 +745 $2,608
     CVX35,990+745$2,608
3M CO 18,817 -122 $2,569
     MMM18,817-122$2,569
EXXON MOBIL CORP 67,203 -133 $2,552
     XOM67,203-133$2,552
COSTCO WHSL CORP NEW 8,086 +156 $2,306
     COST8,086+156$2,306
INTERNATIONAL BUSINESS MACHS 20,787 +474 $2,306
     IBM20,787+474$2,306
ISHARES TR (EFA) 41,447 -3,573 $2,216
     EFA41,447-3,573$2,216
PFIZER INC 66,656 -1,657 $2,176
     PFE66,656-1,657$2,176
LILLY ELI & CO 14,783 +2,065 $2,051
     LLY14,783+2,065$2,051
SPDR S&P 500 ETF TR (SPY) 7,818 -410 $2,015
     SPY7,818-410$2,015
AMGEN INC 9,921 +210 $2,011
     AMGN9,921+210$2,011
HOME DEPOT INC 10,168 +244 $1,898
     HD10,168+244$1,898
CATERPILLAR INC DEL 16,347 +56 $1,897
     CAT16,347+56$1,897
PEPSICO INC 15,568 -385 $1,870
     PEP15,568-385$1,870
INTEL CORP 33,299 +463 $1,802
     INTC33,299+463$1,802
BIOGEN INC 5,375 -10 $1,701
     BIIB5,375-10$1,701
VANGUARD INDEX FDS (VNQ) 24,047 -3,661 $1,680
     VNQ24,047-3,661$1,680
VERIZON COMMUNICATIONS INC 29,757 -1 $1,599
     VZ29,757-1$1,599
AT&T INC 54,439 -6,020 $1,587
     T54,439-6,020$1,587
ABBOTT LABS 19,585 -303 $1,545
     ABT19,585-303$1,545
ABBVIE INC 18,528 -967 $1,412
     ABBV18,528-967$1,412
ISHARES TR (DVY) 18,934 -816 $1,392
     DVY18,934-816$1,392
AMERISOURCEBERGEN CORP 15,124 -259 $1,338
     ABC15,124-259$1,338
INTUIT 5,544 -161 $1,275
     INTU5,544-161$1,275
ZIONS BANCORPORATION N A 46,413 -50 $1,242
     ZION46,413-50$1,242
CVS HEALTH CORP 20,448 -823 $1,213
     CVS20,448-823$1,213
PROCTER & GAMBLE CO 10,920 -16 $1,201
     PG10,920-16$1,201
DOMINION ENERGY INC 16,525 +1,822 $1,193
     D16,525+1,822$1,193
BRISTOL MYERS SQUIBB CO      $1,150
     BMY20,623-1,705$1,150
     RIGHT 99 99 9999109-15$0
WOODWARD INC 19,098 +23 $1,135
     WWD19,098+23$1,135
ISHARES TR (IWD) 10,741 -1,046 $1,065
     IWD10,741-1,046$1,065
CALAVO GROWERS INC 18,436 UNCH $1,064
     CVGW18,436UNCH$1,064
VISA INC      $1,005
     V3,734+315$602
     Call2,500+2,500$403
DANAHER CORPORATION 6,975 -200 $965
     DHR6,975-200$965
VANGUARD INTL EQUITY INDEX F (VSS) 12,329 +2,500 $965
     VSS12,329+2,500$965
MERCK & CO. INC 12,505 -2,152 $962
     MRK12,505-2,152$962
ZSCALER INC 15,756 -5,249 $959
     ZS15,756-5,249$959
UNION PAC CORP 6,452 -445 $910
     UNP6,452-445$910

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 03/31/2020: $202,729
At 12/31/2019: $257,434

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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