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  Name: TCI Wealth Advisors Inc.
  City: TUCSON
  State: AZ
  Zip: 85718
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $937,754,000
  Total Value Change : $154,122,000
  Securities Held Change : 13
   
All Securities Held : 206
  New Positions : 15
  Closed Positions : 8
  Increased Positions : 73
  Unchanged Positions : 21
  Decreased Positions : 97

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 15     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
   (DFGP)1 Year Chart         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)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 116 New $0.00 $485,000 6,219 0.05% 485,000 6,219 0    N/A
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 161 New $198.65 $290,000 1,789 0.03% 290,000 1,789 0    Semiconductor Equipme...
   (BLK)1 Year Chart         BLK BlackRock Inc A 179 New $754.64 $236,000 291 0.03% 236,000 291 0    Investment Brokerage ...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 181 New $248.64 $231,000 1,024 0.02% 231,000 1,024 0    Property & Casualty I...
   (NFLX)1 Year Chart         NFLX Netflix Inc 185 New $550.64 $223,000 459 0.02% 223,000 459 0    Music & Video Stores
   (URI)1 Year Chart         URI United Rentals Inc 187 New $667.99 $221,000 386 0.02% 221,000 386 0.001    Rental & Leasing Serv...
   (DHI)1 Year Chart         DHI DR Horton Inc 188 New $142.49 $217,000 1,430 0.02% 217,000 1,430 0    Residential Construct...
   (ESML)1 Year Chart         ESML iShares MSCI USA Sml-Cp ESG... 191 New $0.00 $213,000 5,608 0.02% 213,000 5,608 0    N/A
   (VLTO)1 Year Chart         VLTO Veralto Corp 190 New $93.68 $213,000 2,584 0.02% 213,000 2,584 0.007    N/A
   (USB)1 Year Chart         USB US Bancorp Delaware 192 New $40.63 $212,000 4,890 0.02% 212,000 4,890 0    Domestic Regional Banks
   (WFC)1 Year Chart         WFC Wells Fargo & Co 193 New $59.32 $206,000 4,195 0.02% 206,000 4,195 0    Domestic Money Center...
   (SRE)1 Year Chart         SRE Sempra Energy 194 New $71.98 $205,000 2,744 0.02% 205,000 2,744 0    Electric Utilities
   (ADI)1 Year Chart         ADI Analog Devices Inc 195 New $200.61 $203,000 1,021 0.02% 203,000 1,021 0.005    Semiconductor- Broad...
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 198 New $37.67 $201,000 5,436 0.02% 201,000 5,436 0.001    Closed - End Fund - Debt
      15 Records Found
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Page 1 of 1
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