Tci-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "MTCH", "TROW", "ATR", "MMM", "ABT", "ABBV", "ADBE", null, "GOOGL", "VDE", "AXP", "T", "BLK", null, "CAT", null, "AVDE", "AVGO", null, null, "AVEM", null, null, null, null, "DUK", "D", null, "HON", "HD", null, null, "MCD", null, null, "INTU", null, "UNP", "QCOM", "ISRG", "ITW", "BKNG", "MUB", "META", null, "IJH", "REAX", null, null, null, "LIN", null, "MPC", "MMC", "MA", "MDT", "MSFT", "MDLZ", "GE", "OXY", null, "ORLY", "BX", "AMP", "IJR", "IWD", "ORCL", null, null, "IWF", "PEP", "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "INTC", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", null, "PPG", "IEFA", "SCHX", "NOW", "RTX", "GLD", null, "IBM", "SYK", "SBUX", "CI", "TXN", "TMO", "TJX", "TRV", "BIV", "VNQ", "SM", "MCW", "AXDX", "SCHW", null, "PNW", "VWO", "VSS", null, null, null, null, null, null, null, "VIG", "TSCO", "TSM", "VYM", null, "AON", "WM", "IWR", null, "AEP", "AMZN", null, null, null, "VEU", "VGT", "USB", "VUG", "VLO", "VEA", "VBK", "BND", "VBR", "BSV", "VT", "VB", "VOO", "VTV", "V", "WMT", "WFC", "WWD", null, "XEL", "YUM", "LNT", "DTE", "SCHD", "DVY", "SCHG", "SCHF", "SCHA", "NSC", "SO", "TGNA", "PSX", "CRM", null, "LII", "ZION", null, "GEV", "MCK", null, "GWW", "UPST", "NUE", "FDX", "KMB", "ADP", "BAC", "BRK-A", "BRK-B", "BA", "BMY", "CVGW", "CVX", "CHD", "CTAS", "CSCO", "CCO", "CLX", "KO", "CMCSA", "COP", "COST", "CTVA", "CVS", "CSWI", "DHR", "DE", null, null, null, null, "DFAX", "DFAC", "RSP", null, "EFA", "MCO", "USMV", "NEE", "QQQ", "IWM", "MDY", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", null, "MO", "URI", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-21
- Total Holdings
- 227
- Total Value
- 1248490326
- Accession Number
- 0001667731-25-000462
- Form Type
- 13F-HR
- Manager Name
- Tci-Wealth-Advisors
Data Enrichment
79% identified179 identified48 unidentified
Holdings
227 positions
Manager:
Search and click to pin securities to the top
Page 10 of 12
464288760
Shares:1.6K
Value:$248.7K
025072315
Shares:4.5K
Value:$231.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Cigna Group(CIcusip125523100) | 787 | QoQ -7.84% (-67) | All Managers (Combined) | $259.0K | |
5.2K | QoQ +1.35% (+70) | All Managers (Combined) | $258.7K | ||
864 | QoQ +0.11% (-1)YoY +0.23% (+2) | All Managers (Combined) | $251.9K | ||
3.9K | QoQ +0.95% (+37)YoY NEW(+3.9K) | All Managers (Combined) | $251.0K | YoY NEW(+$251.0K) | |
10.4K | QoQ -1.51% (-161)YoY -6.33% (-706) | All Managers (Combined) | $250.6K | ||
(cusip464288760)✕ | 1.6K | QoQ 0.00% (+0)YoY NEW(+1.6K) | All Managers (Combined) | $248.7K | YoY NEW(+$248.7K) |
3.7K | All Managers (Combined) | $248.4K | |||
NUCOR CORP(NUEcusip670346105) | 2.1K | QoQ -4.45% (-96)YoY -3.51% (-75) | All Managers (Combined) | $248.0K | |
Phillips 66(PSXcusip718546104) | 2.0K | QoQ +0.60% (+12)YoY +0.30% (-6) | All Managers (Combined) | $247.5K | |
CONOCOPHILLIPS(COPcusip20825C104) | 2.3K | QoQ +4.17% (+94) | All Managers (Combined) | $246.4K | |
STARBUCKS CORP(SBUXcusip855244109) | 2.5K | All Managers (Combined) | $244.6K | ||
1.5K | QoQ +7.56% (-103)YoY NEW(+1.5K) | All Managers (Combined) | $243.0K | YoY NEW(+$243.0K) | |
8.6K | All Managers (Combined) | $241.5K | |||
ADOBE INC.(ADBEcusip00724F101) | 626 | QoQ +0.16% (-1)YoY -9.92% (-69) | All Managers (Combined) | $240.1K | |
381 | QoQ +1.06% (-4)YoY -5.69% (-23) | All Managers (Combined) | $238.8K | ||
592 | QoQ +2.06% (+12)YoY -12.29% (-83) | All Managers (Combined) | $236.3K | ||
MOODYS CORP /DE/(MCOcusip615369105) | 499 | QoQ +1.21% (-6)YoY NEW(+499) | All Managers (Combined) | $232.4K | YoY NEW(+$232.4K) |
4.0K | QoQ NEW(+4.0K) YoY NEW(+4.0K) | All Managers (Combined) | $232.0K | QoQ NEW(+$232.0K) YoY NEW(+$232.0K) | |
(cusip025072315)✕ | 4.5K | All Managers (Combined) | $231.9K | ||
7.4K | QoQ +0.10% (-8)YoY NEW(+7.4K) | All Managers (Combined) | $231.8K | YoY NEW(+$231.8K) |