TCI Wealth Advisors, Inc.
Top Portfolio Positions
142 positions ·
$222,983,989 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
124,802 | $31,673,499 | 14.20% | |
| MSFT |
Microsoft Corp
Technology
|
30,487 | $11,285,372 | 5.06% | |
| CAT |
Caterpillar Inc
Industrials
|
14,956 | $10,595,727 | 4.75% | |
| SPY |
Spdr S&P 500 ETF Trust
|
15,361 | $9,989,872 | 4.48% | |
| JNJ |
Johnson & Johnson
Healthcare
|
38,626 | $9,441,739 | 4.23% | |
| NVDA |
Nvidia Corp
Technology
|
50,133 | $8,743,195 | 3.92% | |
| XOM |
Exxon Mobil Corp
Energy
|
50,527 | $8,572,410 | 3.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,450 | $8,007,981 | 3.59% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
6,357 | $6,334,305 | 2.84% | |
| LLY |
ELI LILLY & Co
Healthcare
|
6,814 | $6,267,312 | 2.81% |
Portfolio Trend
Holdings in MCW
Shares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $296,608 | 42,555 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $237,734 | 42,758 | Shares | Sole | 2026-02-02 | |
| 2024-03-31 | $342,805 | 44,233 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $452,770 | 52,404 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $289,341 | 52,512 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $506,740 | 52,512 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $453,687 | 52,632 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $561,673 | 60,853 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $523,380 | 61,000 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $178,976 | 16,450 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $243,295 | 16,450 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $8,194 | 450 | Shares | Sole | 2022-01-24 | |
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