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Name: |
TCI Wealth Advisors Inc. |
City: |
TUCSON |
State: |
AZ |
Zip: |
85718 |
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data |
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Holdings
Found :
15 |
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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 |
|
DFGP |
Dimensional Global Core Plu... |
|
New |
$0.00 |
$21,025,000 |
394,746 |
2.24% |
21,025,000 |
394,746 |
4.386 |
N/A |
|
USMV |
iShares MSCI USA Minimum Vo... |
116 |
New |
$0.00 |
$485,000 |
6,219 |
0.05% |
485,000 |
6,219 |
0 |
N/A |
|
AMAT |
Applied Materials Inc |
161 |
New |
$193.99 |
$290,000 |
1,789 |
0.03% |
290,000 |
1,789 |
0 |
Semiconductor Equipme... |
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BLK |
BlackRock Inc A |
179 |
New |
$751.58 |
$236,000 |
291 |
0.03% |
236,000 |
291 |
0 |
Investment Brokerage ... |
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CB |
Chubb Ltd (ACE Ltd) |
181 |
New |
$249.93 |
$231,000 |
1,024 |
0.02% |
231,000 |
1,024 |
0 |
Property & Casualty I... |
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NFLX |
Netflix Inc |
185 |
New |
$551.71 |
$223,000 |
459 |
0.02% |
223,000 |
459 |
0 |
Music & Video Stores |
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URI |
United Rentals Inc |
187 |
New |
$653.76 |
$221,000 |
386 |
0.02% |
221,000 |
386 |
0.001 |
Rental & Leasing Serv... |
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DHI |
DR Horton Inc |
188 |
New |
$142.48 |
$217,000 |
1,430 |
0.02% |
217,000 |
1,430 |
0 |
Residential Construct... |
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VLTO |
Veralto Corp |
190 |
New |
$94.38 |
$213,000 |
2,584 |
0.02% |
213,000 |
2,584 |
0.007 |
N/A |
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ESML |
iShares MSCI USA Sml-Cp ESG... |
191 |
New |
$0.00 |
$213,000 |
5,608 |
0.02% |
213,000 |
5,608 |
0 |
N/A |
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USB |
US Bancorp Delaware |
192 |
New |
$41.05 |
$212,000 |
4,890 |
0.02% |
212,000 |
4,890 |
0 |
Domestic Regional Banks |
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WFC |
Wells Fargo & Co |
193 |
New |
$59.52 |
$206,000 |
4,195 |
0.02% |
206,000 |
4,195 |
0 |
Domestic Money Center... |
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SRE |
Sempra Energy |
194 |
New |
$71.98 |
$205,000 |
2,744 |
0.02% |
205,000 |
2,744 |
0 |
Electric Utilities |
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ADI |
Analog Devices Inc |
195 |
New |
$193.89 |
$203,000 |
1,021 |
0.02% |
203,000 |
1,021 |
0.005 |
Semiconductor- Broad... |
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SCHF |
Schwab Strategic Trust |
198 |
New |
$37.63 |
$201,000 |
5,436 |
0.02% |
201,000 |
5,436 |
0.001 |
Closed - End Fund - Debt |
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