TCI Wealth Advisors, Inc.
Top Portfolio Positions
143 positions ·
$232,700,727 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
124,802 | $31,673,499 | 13.61% | |
| MSFT |
Microsoft Corp
Technology
|
30,487 | $11,285,372 | 4.85% | |
| CAT |
Caterpillar Inc
Industrials
|
14,956 | $10,595,727 | 4.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
15,361 | $9,989,872 | 4.29% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
20,277 | $9,716,738 | 4.18% | |
| JNJ |
Johnson & Johnson
Healthcare
|
38,626 | $9,441,739 | 4.06% | |
| NVDA |
Nvidia Corp
Technology
|
50,133 | $8,743,195 | 3.76% | |
| XOM |
Exxon Mobil Corp
Energy
|
50,527 | $8,572,410 | 3.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,450 | $8,007,981 | 3.44% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
6,357 | $6,334,305 | 2.72% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PSN
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,353,870 | 24,993 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,633,621 | 26,434 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,431,214 | 29,320 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,372,644 | 33,059 | Shares | Sole | 2025-07-16 | |
| 2023-03-31 | $5,905 | 132 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,105 | 132 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $196 | 5 | Shares | Sole | 2022-11-08 | |
| 2021-12-31 | $5,013 | 149 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $5,030 | 149 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,676 | 68 | Shares | Sole | 2021-08-02 | |
| No 13F history on record for this holder in this stock. | ||||||