Portfolio (Quarterly)
Guide ↗
TCI Wealth Advisors, Inc.
· CIK 0001583751| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 14,944 | $3.4M | 0.18% | SOLD |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,627 | $384K | 0.02% | SOLD |
| 3 | NEE | NEXTERA ENERGY INC | Utilities | 3,459 | $321K | 0.02% | SOLD |
| 4 | MCW | MISTER CAR WASH INC | Consumer Cyclical | 42,555 | $297K | 0.02% | SOLD |
| 5 | CVGW | CALAVO GROWERS INC | Consumer Defensive | 10,444 | $269K | 0.01% | SOLD |
| 6 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,351 | $234K | 0.01% | SOLD |
| 7 | DUK | DUKE ENERGY CORP NEW | Utilities | 1,760 | $230K | 0.01% | SOLD |
| 8 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,402 | $224K | 0.01% | SOLD |
| 9 | SDY | SPDR SERIES TRUST | — | 1,434 | $209K | 0.01% | SOLD |
| 10 | COP | CONOCOPHILLIPS | Energy | 1,566 | $207K | 0.01% | SOLD |
| 11 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2,175 | $201K | 0.01% | SOLD |
Sector Allocation
Technology
31.7%
Industrials
15.4%
Financial Services
14.0%
Healthcare
12.8%
Consumer Defensive
7.1%
Consumer Cyclical
7.0%
Energy
5.4%
Communication Services
4.5%
Utilities
1.3%
Basic Materials
0.6%