Holdings
TCI Wealth Advisors, Inc.
As of Jun 30, 2026, TCI Wealth Advisors, Inc. reported 139 positions worth US$242M. Largest: Apple Inc, Caterpillar, Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 123K | US$35.7M | −1,519 | Jun 30, 2026 |
| Caterpillar, Inc. | 14,948 | US$15.9M | −8 | Jun 30, 2026 |
| Microsoft Corp. | 32,359 | US$12.1M | +1,872 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 24,019 | US$12M | +745 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 31,870 | US$11.4M | −82 | Jun 30, 2026 |
| Johnson & Johnson | 38,577 | US$9.8M | −49 | Jun 30, 2026 |
| Nvidia Corporation | 46,327 | US$9.27M | −3,806 | Jun 30, 2026 |
| Eli Lilly And Company | 6,824 | US$8.19M | +10 | Jun 30, 2026 |
| Amazon.com, Inc. | 29,811 | US$7.11M | −8,639 | Jun 30, 2026 |
| Exxon Mobil Corporation | 51,030 | US$6.98M | +503 | Jun 30, 2026 |