Portfolio (Quarterly)
Guide ↗
TCI Wealth Advisors, Inc.
· CIK 0001583751| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MPC | MARATHON PETE CORP | Energy | 3,671 | $597K | 0.03% | SOLD |
| 2 | LII | LENNOX INTL INC | Industrials | 823 | $400K | 0.02% | SOLD |
| 3 | EVTR | MORGAN STANLEY ETF TRUST | — | 7,484 | $385K | 0.02% | SOLD |
| 4 | DLS | WISDOMTREE TR | — | 3,987 | $323K | 0.02% | SOLD |
| 5 | INTU | INTUIT | Technology | 480 | $318K | 0.02% | SOLD |
| 6 | UBER | UBER TECHNOLOGIES INC | Technology | 3,736 | $305K | 0.02% | SOLD |
| 7 | MTCH | MATCH GROUP INC NEW | Communication Services | 7,235 | $234K | 0.01% | SOLD |
| 8 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,467 | $222K | 0.01% | SOLD |
| 9 | BLK | BLACKROCK INC | Financial Services | 205 | $220K | 0.01% | SOLD |
| 10 | RDDT | REDDIT INC | Communication Services | 947 | $218K | 0.01% | SOLD |
| 11 | AMD | ADVANCED MICRO DEVICES INC | Technology | 984 | $211K | 0.01% | SOLD |
| 12 | PPA | INVESCO EXCHANGE TRADED FD T | — | 1,338 | $210K | 0.01% | SOLD |
| 13 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 4,153 | $208K | 0.01% | SOLD |
| 14 | SCHB | SCHWAB STRATEGIC TR | — | 7,886 | $207K | 0.01% | SOLD |
| 15 | NVS | NOVARTIS AG | Healthcare | 1,497 | $206K | 0.01% | SOLD |
| 16 | CI | THE CIGNA GROUP | Healthcare | 748 | $206K | 0.01% | SOLD |
| 17 | — | TEGNA INC | — | 10,455 | $203K | 0.01% | SOLD |
| 18 | DNP | DNP SELECT INCOME FD INC | Financial Services | 10,594 | $106K | 0.01% | SOLD |
Sector Allocation
Technology
27.9%
Industrials
14.5%
Financial Services
12.8%
Healthcare
12.3%
Consumer Cyclical
8.5%
Consumer Defensive
8.1%
Energy
7.1%
Communication Services
6.6%
Utilities
1.4%
Basic Materials
0.6%