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  Name: TCI Wealth Advisors Inc.
  City: TUCSON
  State: AZ
  Zip: 85718
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,014,679,000
  Total Value Change : $76,925,000
  Securities Held Change : 11
   
All Securities Held : 217
  New Positions : 17
  Closed Positions : 8
  Increased Positions : 98
  Unchanged Positions : 25
  Decreased Positions : 77

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Holdings Found : 17     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 146 New $50.41 $370,000 7,312 0.04% 370,000 7,312 0    N/A
   (DFAW)1 Year Chart         DFAW Dimensional World Equity Etf 153 New $0.00 $333,000 5,631 0.03% 333,000 5,631 0.063    N/A
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 170 New $46.71 $301,000 6,123 0.03% 301,000 6,123 0    Closed - End Fund - Debt
   (OKE)1 Year Chart         OKE ONEOK Inc 178 New $78.10 $274,000 3,418 0.03% 274,000 3,418 0.001    Gas Utilities
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 184 New $0.00 $257,000 9,617 0.03% 257,000 9,617 0.001    N/A
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 185 New $76.79 $256,000 3,170 0.03% 256,000 3,170 0.001    N/A
   (DFSE)1 Year Chart         DFSE Dimensional Emg Mkts Sustai... 188 New $0.00 $248,000 7,692 0.02% 248,000 7,692 0    N/A
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 191 New $0.00 $242,000 1,291 0.02% 242,000 1,291 0    N/A
   (LRCX)1 Year Chart         LRCX Lam Research Corp 194 New $1,035.98 $229,000 236 0.02% 229,000 236 0    Semiconductor Equipme...
   (ACN)1 Year Chart         ACN Accenture Plc 200 New $286.71 $221,000 638 0.02% 221,000 638 0    Management Services
   (TSCO)1 Year Chart         TSCO Tractor Supply Co 202 New $280.25 $219,000 835 0.02% 219,000 835 0.001    Specialty Retail, Other
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 203 New $88.00 $213,000 2,471 0.02% 213,000 2,471 0    Electric Utilities
   (CPRT)1 Year Chart         CPRT Copart Inc 205 New $53.21 $206,000 3,553 0.02% 206,000 3,553 0    Auto Dealerships
   (WM)1 Year Chart         WM Waste Management Inc 206 New $203.64 $202,000 950 0.02% 202,000 950 0.006    Waste Management
   (ORLY)1 Year Chart         ORLY O Reilly Automotive Inc 207 New $1,007.31 $202,000 179 0.02% 202,000 179 0    Auto Parts Stores
   (CSWI)1 Year Chart         CSWI CSW Industrials Inc 208 New $263.39 $202,000 862 0.02% 202,000 862 0    N/A
   (REAX)1 Year Chart         REAX Real Brokerage Ord Shs 215 New $0.00 $49,000 15,617 0% 49,000 15,617 0.017    N/A
      17 Records Found
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