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:
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Page 12 of 12
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.0K | QoQ -4.82% (-99)YoY NEW(+2.0K) | All Managers (Combined) | $205.7K | YoY NEW(+$205.7K) | |
436 | QoQ NEW(+436) YoY NEW(+436) | All Managers (Combined) | $203.0K | QoQ NEW(+$203.0K) YoY NEW(+$203.0K) | |
10.4K | QoQ +0.05% (-6)YoY +4.17% (+417) | All Managers (Combined) | $189.8K | ||
15.6K | All Managers (Combined) | $63.4K | |||
55.6K | QoQ 0.00% (-0) | All Managers (Combined) | $39.0K | ||
28.6K | All Managers (Combined) | $31.7K | |||
500 | All Managers (Combined) | $30.5K |