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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 : 8     View All Holdings Currently Viewing:  Closed 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
   (COP)1 Year Chart         COP ConocoPhillips 208 Closed $125.62 $0 0 0% -218,000 -1,823 0    Integrated Oil & Gas
   (AON)1 Year Chart         AON Aon Plc 207 Closed $282.01 $0 0 0% -217,000 -668 0    Life & Health Insurance
   (CSQ)1 Year Chart         CSQ Calamos Strategic Total Ret... 213 Closed $15.56 $0 0 0% -547,000 -38,900 0    Closed - End Fund - E...
   (PHYS)1 Year Chart         PHYS Sprott Physical Goldtr Units 206 Closed $17.69 $0 0 0% -162,000 -11,309 0    Closed - End Fund - Debt
   (JPZ)1 Year Chart         JPZ Nuveen Equity Premium Incom... 212 Closed $12.68 $0 0 0% -392,000 -31,000 0    Closed - End Fund - E...
   (JPS)1 Year Chart         JPS Nuveen Quality Preferred In... 211 Closed $6.21 $0 0 0% -123,000 -19,875 0    Closed - End Fund - Debt
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 210 Closed $99.18 $0 0 0% -526,000 -5,429 0    N/A
   (BTZ)1 Year Chart         BTZ Blackrock Preferred & Equit... 209 Closed $10.12 $0 0 0% -243,000 -25,067 0    Asset Management

      8 Records Found
  1    
Page 1 of 1
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