• 13F History

TCI Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$1.25B
Signature - Title
Simone Gehner - Chief Compliance Officer
Location
Tucson, AZ
Summary
This page shows a list of all the recent 13F filings made by TCI Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TCI Wealth Advisors, Inc. reported 227 stock holdings with total value $1.25B as of Q1 2025. Top holdings included DFUS, DFAS, DFUV, AVUV, and DFAC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 227 $1.25B +$91.6M -$15.3M +$76.4M DFUS, DFAS, DFUV, AVUV, DFAC 13F-HR 4/21/2025, 12:44 PM
Q4 2024 227 $1.2B +$44M -$14.6M +$29.4M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 1/23/2025, 04:33 PM
Q3 2024 243 $1.19B +$65.8M -$9.18M +$56.6M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 10/24/2024, 02:58 PM
Q2 2024 221 $1.06B +$61.6M -$10M +$51.5M DFUS, DFAS, DFUV, AVUV, DFAC 13F-HR 7/30/2024, 10:26 AM
Q1 2024 217 $1.01B +$29.5M -$12.8M +$16.7M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 5/7/2024, 03:32 PM
Q4 2023 206 $938M +$79.5M -$8.06M +$71.5M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 2/6/2024, 01:59 PM
Q3 2023 206 $784M +$28.1M -$6.97M +$21.2M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 10/31/2023, 02:19 PM
Q2 2023 196 $783M +$24.3M -$5.54M +$18.7M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 8/4/2023, 02:24 PM
Q1 2023 2,507 $771M +$36.2M -$14.6M +$21.5M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 5/3/2023, 04:43 PM
Q4 2022 2,480 $722M +$59.3M -$14.2M +$45.1M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 2/6/2023, 05:00 PM
Q3 2022 2,073 $618M +$23.5M -$16M +$7.49M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 11/8/2022, 02:12 PM
Q2 2022 2,118 $652M +$109M -$16.9M +$92M DFAS, DFUS, DFUV, AVUV, DFAC 13F-HR 7/18/2022, 05:37 PM
Q1 2022 2,072 $666M +$27.4M -$8.13M +$19.3M DFUS, DFAS, DFAC, AVUV, DFIV 13F-HR 4/28/2022, 07:54 PM
Q4 2021 2,184 $676M +$26M -$24.8M +$1.15M DFUS, DFAS, DFAC, AVUV, DFIV 13F-HR 1/24/2022, 08:25 AM
Q3 2021 2,321 $636M +$79.7M -$16.2M +$63.5M DFUS, DFAS, DFAC, AVUV, DFIV 13F-HR 10/29/2021, 11:02 AM
Q2 2021 2,220 $576M +$345M -$3.75M +$341M DFUS, DFAS, DFAC, AVUV, DFAT 13F-HR 8/2/2021, 10:22 AM
Q1 2021 2,074 $222M +$18.2M -$14.5M +$3.74M VTI, AAPL, MSFT, AMZN, JNJ 13F-HR 4/29/2021, 04:18 PM
Q4 2020 1,360 $224M +$17.9M -$77M -$59.1M AAPL, VTI, AMZN, MSFT, JNJ 13F-HR 1/21/2021, 03:21 PM
Q3 2020 1,309 $253M +$40.4M -$7.36M +$33M AAPL, AMZN, VTI, MSFT, IVV 13F-HR 10/20/2020, 02:53 PM
Q2 2020 1,255 $234M +$9.63M -$10.8M -$1.13M AAPL, AMZN, VTI, MSFT, IVV 13F-HR 7/17/2020, 09:28 PM
Q1 2020 1,242 $202M +$14.6M -$13.5M +$1.12M AAPL, VTI, AMZN, MSFT, IVV 13F-HR 4/14/2020, 04:20 PM
Q4 2019 1,347 $257M +$17.6M -$4.03M +$13.6M AAPL, VTI, IVV, MSFT, JNJ 13F-HR 1/24/2020, 04:51 PM
Q3 2019 1,288 $225M +$8.64M -$6.34M +$2.29M AAPL, VTI, IVV, MSFT, AMZN 13F-HR 10/17/2019, 11:32 AM
Q2 2019 1,209 $222M +$8.25M -$14.5M -$6.24M AAPL, VTI, IVV, AMZN, JNJ 13F-HR 7/23/2019, 03:12 PM
Q1 2019 1,227 $227M +$6.64M -$8.11M -$1.47M AAPL, VTI, IVV, AMZN, JNJ 13F-HR 4/11/2019, 03:04 PM
Q4 2018 1,190 $206M +$11.7M -$6.29M +$5.45M AAPL, VTI, IVV, JNJ, AMZN 13F-HR 1/17/2019, 03:30 PM
Q3 2018 1,234 $239M +$6.71M -$9.77M -$3.05M AAPL, VTI, IVV, AMZN, JNJ 13F-HR 11/2/2018, 01:17 PM
Q2 2018 1,317 $225M +$10.2M -$4.82M +$5.36M AAPL, IVV, VTI, AMZN, XOM 13F-HR 7/26/2018, 05:34 PM
Q1 2018 1,155 $216M +$5.64M -$9.88M -$4.23M AAPL, IVV, VTI, JNJ, XOM 13F-HR 4/30/2018, 02:36 PM
Q4 2017 1,196 $227M +$14.4M -$2.75M +$11.7M AAPL, IVV, VTI, JNJ, XOM 13F-HR 2/1/2018, 01:30 PM
Q3 2017 1,139 $203M +$6.71M -$2.92M +$3.79M AAPL, IVV, XOM, VTI, JNJ 13F-HR 10/24/2017, 03:14 PM
Q2 2017 1,152 $195M +$5.32M -$3.93M +$1.39M AAPL, IVV, JNJ, XOM, VTI 13F-HR 8/10/2017, 03:57 PM
Q1 2017 1,088 $191M +$4.25M -$6.59M -$2.34M AAPL, IVV, XOM, JNJ, VTI 13F-HR 5/4/2017, 12:24 PM
Q4 2016 1,199 $190M +$8.31M -$4.43M +$3.88M AAPL, IVV, XOM, JNJ, VTI 13F-HR 2/9/2017, 05:34 PM
Q3 2016 1,145 $184M +$3.92M -$2.92M +$1.01M AAPL, IVV, XOM, JNJ, VTI 13F-HR 11/1/2016, 04:48 PM
Q2 2016 1,082 $180M +$10.5M -$5.72M +$4.8M AAPL, XOM, IVV, JNJ, VTI 13F-HR 8/9/2016, 12:22 PM
Q1 2016 1,108 $180M +$15.5M -$6.58M +$8.88M AAPL, IVV, XOM, JNJ, VTI 13F-HR 4/29/2016, 05:17 PM
Q4 2015 936 $179M +$14.5M -$5.82M +$8.63M AAPL, IVV, XOM, JNJ, VTI 13F-HR 2/10/2016, 09:58 AM
Q3 2015 887 $166M +$11.7M -$2.42M +$9.3M AAPL, IVV, XOM, VTI, EFA 13F-HR 11/2/2015, 01:18 PM
Q2 2015 896 $174M +$23.6M -$1.66M +$22M AAPL, XOM, IVV, VTI, EFA 13F-HR 8/10/2015, 01:36 PM
Q1 2015 818 $159M +$9.61M -$3.06M +$6.55M AAPL, XOM, IVV, VTI, EFA 13F-HR 4/29/2015, 05:57 PM
Q4 2014 819 $162M +$7M -$4.97M +$2.04M AAPL, XOM, IVV, VTI, EFA 13F-HR 2/6/2015, 02:15 PM
Q3 2014 812 $159M +$3.77M -$2.65M +$1.12M AAPL, XOM, IVV, VTI, EFA 13F-HR 11/5/2014, 02:31 PM
Q2 2014 830 $159M +$14.7M -$5.41M +$9.26M AAPL, XOM, IVV, EFA, CVX 13F-HR 8/11/2014, 02:12 PM
Q1 2014 790 $148M +$9.19M -$5.6M +$3.59M AAPL, XOM, IVV, EFA, VTI 13F-HR 5/15/2014, 01:08 PM
Q4 2013 785 $151M AAPL, XOM, IVV, EFA, IBM 13F-HR 1/21/2014, 02:07 PM