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 REAX
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,042 | 15,617 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $57,002 | 15,617 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $65,279 | 15,617 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $70,432 | 15,617 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $63,405 | 15,617 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $71,838 | 15,617 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $86,674 | 15,617 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $63,405 | 15,617 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $48,725 | 15,617 | Shares | Sole | 2024-05-07 | |
| 2023-03-31 | $8,962 | 7,407 | Shares | Sole | 2023-05-03 | |
| No 13F history on record for this holder in this stock. | ||||||