TCI Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$1.19B
Signature - Title
Simone Gehner - Chief Compliance Officer
Location
Tucson, AZ
Summary
This page shows a list of all the recent 13F filings made by TCI Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TCI Wealth Advisors, Inc. reported 243 stock holdings with total value $1.19B as of Q3 2024. Top holdings included DFAS, DFUS, DFUV, AVUV, and DFAC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 243 $1.19B +$65.8M -$9.18M +$56.6M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 10/24/2024, 02:58 PM
Q2 2024 221 $1.06B +$61.6M -$10M +$51.5M DFUS, DFAS, DFUV, AVUV, DFAC 13F-HR 7/30/2024, 10:26 AM
Q1 2024 217 $1.01B +$29.5M -$12.8M +$16.7M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 5/7/2024, 03:32 PM
Q4 2023 206 $938M +$79.5M -$8.06M +$71.5M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 2/6/2024, 01:59 PM
Q3 2023 193 $784M +$28.1M -$6.97M +$21.2M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 10/31/2023, 02:19 PM
Q2 2023 196 $783M +$24.3M -$49M -$24.7M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 8/4/2023, 02:24 PM
Q1 2023 2,511 $771M +$36.2M -$16.5M +$19.6M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 5/3/2023, 04:43 PM
Q4 2022 2,483 $722M +$59.9M -$16.5M +$43.4M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 2/6/2023, 06:00 PM
Q3 2022 2,219 $618M +$23.3M -$18.7M +$4.57M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 11/8/2022, 03:12 PM
Q2 2022 2,245 $653M +$110M -$18.7M +$90.9M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 7/18/2022, 05:37 PM
Q1 2022 2,194 $666M +$27.3M -$11.5M +$15.8M DFUS, DFAS, DFAC, AVUV, DFIV 13F-HR 4/28/2022, 07:54 PM
Q4 2021 2,281 $676M +$25.9M -$28.6M -$2.66M DFUS, DFAS, DFAC, AVUV, DFIV 13F-HR 1/24/2022, 09:25 AM
Q3 2021 2,341 $636M +$79.6M -$16.2M +$63.5M DFUS, DFAS, DFAC, AVUV, DFIV 13F-HR 10/29/2021, 11:02 AM
Q2 2021 2,279 $576M +$345M -$3.73M +$341M DFUS, DFAS, DFAC, AVUV, DFAT 13F-HR 8/2/2021, 10:22 AM
Q1 2021 2,134 $221M +$18.2M -$14.4M +$3.82M VTI, AAPL, MSFT, AMZN, JNJ 13F-HR 4/29/2021, 04:18 PM
Q4 2020 1,498 $205M +$4.41M -$76.5M -$72.1M AAPL, VTI, AMZN, MSFT, JNJ 13F-HR 1/21/2021, 04:21 PM
Q3 2020 1,498 $247M +$36.4M -$6.78M +$29.7M AAPL, AMZN, VTI, MSFT, IVV 13F-HR 10/20/2020, 02:53 PM
Q2 2020 1,420 $229M +$5.05M -$15.7M -$10.7M AAPL, AMZN, VTI, MSFT, IVV 13F-HR 7/17/2020, 09:28 PM
Q1 2020 1,428 $199M +$10.6M -$18.4M -$7.78M AAPL, VTI, AMZN, MSFT, IVV 13F-HR 4/14/2020, 04:20 PM
Q4 2019 1,509 $256M +$17.2M -$5.09M +$12.2M AAPL, VTI, IVV, MSFT, JNJ 13F-HR 1/24/2020, 05:51 PM
Q3 2019 1,474 $224M +$8.2M -$5.12M +$3.08M AAPL, VTI, IVV, MSFT, AMZN 13F-HR 10/17/2019, 11:32 AM
Q2 2019 1,391 $219M +$6.8M -$17M -$10.2M AAPL, VTI, IVV, AMZN, JNJ 13F-HR 7/23/2019, 03:12 PM
Q1 2019 1,391 $224M +$6.64M -$8.54M -$1.9M AAPL, VTI, IVV, AMZN, JNJ 13F-HR 4/11/2019, 03:04 PM
Q4 2018 1,405 $201M +$8.25M -$9.08M -$826K AAPL, VTI, IVV, JNJ, AMZN 13F-HR 1/17/2019, 04:30 PM
Q3 2018 1,439 $237M +$4.68M -$10.8M -$6.1M AAPL, VTI, IVV, AMZN, JNJ 13F-HR 11/2/2018, 01:17 PM
Q2 2018 1,494 $225M +$10.1M -$7.23M +$2.88M AAPL, IVV, VTI, AMZN, XOM 13F-HR 7/26/2018, 05:34 PM
Q1 2018 1,331 $215M +$5.14M -$11.8M -$6.68M AAPL, IVV, VTI, JNJ, XOM 13F-HR 4/30/2018, 02:36 PM
Q4 2017 1,362 $227M +$14.5M -$3.45M +$11M AAPL, IVV, VTI, JNJ, XOM 13F-HR 2/1/2018, 02:30 PM
Q3 2017 1,310 $204M +$7.3M -$5.32M +$1.98M AAPL, IVV, XOM, VTI, JNJ 13F-HR 10/24/2017, 03:14 PM
Q2 2017 1,328 $195M +$5.01M -$5.66M -$654K AAPL, IVV, JNJ, XOM, VTI 13F-HR 8/10/2017, 03:57 PM
Q1 2017 1,274 $191M +$4.17M -$11.3M -$7.08M AAPL, IVV, XOM, JNJ, VTI 13F-HR 5/4/2017, 12:24 PM
Q4 2016 1,341 $191M +$8.27M -$5.19M +$3.08M AAPL, IVV, XOM, JNJ, VTI 13F-HR 2/9/2017, 06:34 PM
Q3 2016 1,351 $184M +$3.88M -$4M -$116K AAPL, IVV, XOM, JNJ, VTI 13F-HR 11/1/2016, 04:48 PM
Q2 2016 1,290 $180M +$10.5M -$15M -$4.47M AAPL, XOM, IVV, JNJ, VTI 13F-HR 8/9/2016, 12:22 PM
Q1 2016 1,313 $180M +$15.4M -$17.6M -$2.16M AAPL, IVV, XOM, JNJ, VTI 13F-HR 4/29/2016, 05:17 PM
Q4 2015 1,016 $179M +$14.3M -$10M +$4.32M AAPL, IVV, XOM, JNJ, VTI 13F-HR 2/10/2016, 10:58 AM
Q3 2015 968 $166M +$11.5M -$4.1M +$7.44M AAPL, IVV, XOM, VTI, EFA 13F-HR 11/2/2015, 02:18 PM
Q2 2015 956 $174M +$23.5M -$7.37M +$16.2M AAPL, XOM, IVV, VTI, EFA 13F-HR 8/10/2015, 01:36 PM
Q1 2015 879 $159M +$9.4M -$15.1M -$5.68M AAPL, XOM, IVV, VTI, EFA 13F-HR 4/29/2015, 05:57 PM
Q4 2014 884 $162M +$6.98M -$6.78M +$200K AAPL, XOM, IVV, VTI, EFA 13F-HR 2/6/2015, 03:15 PM
Q3 2014 882 $159M +$3.74M -$4.1M -$359K AAPL, XOM, IVV, VTI, EFA 13F-HR 11/5/2014, 03:31 PM
Q2 2014 895 $159M +$14.4M -$4.11M +$10.3M AAPL, XOM, IVV, EFA, CVX 13F-HR 8/11/2014, 02:12 PM
Q1 2014 878 $148M +$9.24M -$8.35M +$891K AAPL, XOM, IVV, EFA, VTI 13F-HR 5/15/2014, 01:08 PM
Q4 2013 854 $151M $0 $0 AAPL, XOM, IVV, EFA, IBM 13F-HR 1/21/2014, 03:07 PM