TCI Wealth Advisors, Inc.

13F filer, CIK 1583751, Tucson, AZ

TCI Wealth Advisors, Inc. reported $1,196,964,316 across 227 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-23. Its ten largest share positions make up 61.7% of the portfolio.

Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001667731-25-000112

Period: 2024-12-31
Reported value: $1.2B
Holdings: 227
Top 10 weight: 61.7%
New: 4
Sold out: 20

Largest buys vs the previous quarter

Security	Shares change	Approx. value
DFAEadded	+218,308	$5.54M
DFGRadded	+187,940	$4.8M
DFISadded	+188,569	$4.63M
DUHPadded	+117,106	$3.96M
DFASadded	+49,340	$3.21M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
DFUSreduced	-20,881	-$1.33M
GOOGreduced	-5,099	-$971K
UPSTreduced	-13,561	-$835K
ZSexited	-3,941	-$674K
AAPLreduced	-2,073	-$519K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001667731-25-000112, largest first. % of portfolio is the value over $1,196,964,316, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DFASDIMENSIONAL ETF TRUST	2,402,548	$156M	13.06%	+49,340	Timeline
DFUSDIMENSIONAL ETF TRUST	2,343,045	$149M	12.48%	-20,881	Timeline
DFUVDIMENSIONAL ETF TRUST	2,287,765	$93.6M	7.82%	+44,653	Timeline
AVUVAMERICAN CENTY ETF TR	802,656	$77.5M	6.47%	+5,008	Timeline
DFACDIMENSIONAL ETF TRUST	2,001,392	$69.2M	5.78%	+71,476	Timeline
DFIVDIMENSIONAL ETF TRUST	1,372,127	$48.7M	4.07%	+60,186	Timeline
AVDVAMERICAN CENTY ETF TR	649,432	$42.3M	3.53%	+16,777	Timeline
AAPLAPPLE INC	141,969	$35.6M	2.97%	-2,073	Timeline
DFGRDIMENSIONAL ETF TRUST	1,338,925	$34.2M	2.86%	+187,940	Timeline
DFISDIMENSIONAL ETF TRUST	1,293,194	$31.8M	2.65%	+188,569	Timeline
DFAEDIMENSIONAL ETF TRUST	1,115,590	$28.3M	2.36%	+218,308	Timeline
DFATDIMENSIONAL ETF TRUST	499,751	$27.8M	2.32%	-7,742	Timeline
DUHPDIMENSIONAL ETF TRUST	718,205	$24.3M	2.03%	+117,106	Timeline
DFAXDIMENSIONAL ETF TRUST	955,886	$23.8M	1.99%	+46,371	Timeline
DFGPDIMENSIONAL ETF TRUST	439,797	$23.2M	1.94%	+17,006	Timeline
AGGISHARES TR	224,910	$21.8M	1.82%	+8,062	Timeline
DIHPDIMENSIONAL ETF TRUST	717,758	$18.1M	1.51%	+126,968	Timeline
AVEMAMERICAN CENTY ETF TR	270,637	$15.9M	1.33%	+2,831	Timeline
VTIVANGUARD INDEX FDS	53,661	$15.6M	1.3%	+70	Timeline
MSFTMICROSOFT CORP	34,896	$14.7M	1.23%	+309	Timeline
AMZNAMAZON COM INC	45,086	$9.89M	0.83%	-600	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	19,777	$8.96M	0.75%	-411	Timeline
AVDEAMERICAN CENTY ETF TR	142,954	$8.77M	0.73%	+5,959	Timeline
IVVISHARES TR	11,785	$6.94M	0.58%	-192	Timeline
NVDANVIDIA CORPORATION	50,692	$6.81M	0.57%	-1,630	Timeline
LLYELI LILLY & CO	8,227	$6.35M	0.53%	+31	Timeline
XOMEXXON MOBIL CORP	57,928	$6.23M	0.52%	-403	Timeline
MCDMCDONALDS CORP	19,559	$5.67M	0.47%	+199	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	9,647	$5.65M	0.47%	-8	Timeline
JNJJOHNSON & JOHNSON	37,974	$5.49M	0.46%	-911	Timeline
CATCATERPILLAR INC	15,115	$5.48M	0.46%	-476	Timeline
COSTCOSTCO WHOLESALE CORPORATION	5,869	$5.38M	0.45%	+99	Timeline
DFAIDIMENSIONAL ETF TRUST	156,846	$4.58M	0.38%	+13,355	Timeline
QUALISHARES TR	23,563	$4.2M	0.35%	-533	Timeline
CVXCHEVRON CORPORATION	28,724	$4.16M	0.35%	-103	Timeline
JPMJPMORGAN CHASE & CO	15,943	$3.82M	0.32%	-375	Timeline
GOOGALPHABET INC	19,769	$3.76M	0.31%	-5,099	Timeline
GOOGLALPHABET INC	19,755	$3.74M	0.31%	-488	Timeline
HONHONEYWELL INTL INC	15,876	$3.59M	0.3%	-6	Timeline
ABBVABBVIE INC	16,382	$2.91M	0.24%	+97	Timeline
KMBKIMBERLY-CLARK CORP	20,189	$2.65M	0.22%	-3	Timeline
VOOVANGUARD INDEX FDS	4,889	$2.63M	0.22%	-58	Timeline
DFLVDIMENSIONAL ETF TRUST	86,885	$2.61M	0.22%	+11,191	Timeline
HDHOME DEPOT INC	6,572	$2.56M	0.21%	-225	Timeline
PGPROCTER & GAMBLE CO	14,969	$2.51M	0.21%	-153	Timeline
QQQINVESCO QQQ TR	4,836	$2.47M	0.21%	+180	Timeline
TSLATESLA INC	5,993	$2.42M	0.2%	-621	Timeline
DFSDDIMENSIONAL ETF TRUST	50,795	$2.38M	0.2%	+43,031	Timeline
METAMETA PLATFORMS INC	4,060	$2.38M	0.2%	-128	Timeline
PEPPEPSICO INC	14,678	$2.23M	0.19%	-301	Timeline
WWDWOODWARD INC	13,133	$2.19M	0.18%	-2	Timeline
DFAWDIMENSIONAL ETF TRUST	33,632	$2.1M	0.18%	+8,281	Timeline
UPSTUPSTART HLDGS INC	31,195	$1.92M	0.16%	-13,561	Timeline
VNQVANGUARD INDEX FDS	21,350	$1.9M	0.16%	+209	Timeline
DFSUDIMENSIONAL ETF TRUST	49,997	$1.89M	0.16%	+6,204	Timeline
WMTWALMART INC	20,652	$1.87M	0.16%	+61	Timeline
AVLVAMERICAN CENTY ETF TR	27,355	$1.83M	0.15%	0	Timeline
DHRDANAHER CORP DEL	7,685	$1.76M	0.15%	-202	Timeline
CLXCLOROX CO DEL	10,554	$1.71M	0.14%	-3,000	Timeline
VBVANGUARD INDEX FDS	6,816	$1.64M	0.14%	-524	Timeline
BNDVANGUARD BD INDEX FDS	22,361	$1.61M	0.13%	-273	Timeline
VDEVANGUARD WORLD FD	13,094	$1.59M	0.13%	-1,299	Timeline
VVISA INC	4,864	$1.54M	0.13%	-211	Timeline
IBMINTERNATIONAL BUSINESS MACHS	6,933	$1.52M	0.13%	-73	Timeline
VBKVANGUARD INDEX FDS	5,408	$1.51M	0.13%	0	Timeline
SMSM ENERGY COMPANY	38,898	$1.51M	0.13%	0	Timeline
MAMASTERCARD INCORPORATED	2,788	$1.47M	0.12%	-241	Timeline
AXPAMERICAN EXPRESS CO	4,627	$1.37M	0.11%	+14	Timeline
MMM3M CO	10,593	$1.37M	0.11%	-194	Timeline
UNPUNION PAC CORP	5,874	$1.34M	0.11%	-6	Timeline
DVYISHARES TR	10,112	$1.33M	0.11%	+3	Timeline
ITWILLINOIS TOOL WKS INC	5,176	$1.31M	0.11%	-61	Timeline
AVGOBROADCOM INC	5,340	$1.24M	0.1%	-505	Timeline
ABTABBOTT LABORATORIES	10,804	$1.22M	0.1%	-589	Timeline
TAT&T INC	50,520	$1.15M	0.1%	+1,199	Timeline
NOWSERVICENOW INC	1,051	$1.11M	0.09%	-129	Timeline
IWDISHARES TR	5,688	$1.05M	0.09%	-540	Timeline
TXNTEXAS INSTRS INC	5,581	$1.05M	0.09%	-16	Timeline
EFAISHARES TR	13,500	$1.02M	0.09%	+6	Timeline
VZVERIZON COMMUNICATIONS INC	25,469	$1.02M	0.09%	-1,431	Timeline
MRKMERCK & CO INC	10,221	$1.02M	0.08%	+448	Timeline
SCHWCHARLES SCHWAB CORP (THE)	13,487	$998K	0.08%	-2,343	Timeline
VUGVANGUARD INDEX FDS	2,395	$983K	0.08%	-200	Timeline
BSVVANGUARD BD INDEX FDS	12,188	$942K	0.08%	-1,133	Timeline
QCOMQUALCOMM INC	6,130	$942K	0.08%	-194	Timeline
AMGNAMGEN INC	3,536	$922K	0.08%	-132	Timeline
MCKMCKESSON CORP	1,531	$873K	0.07%	+1	Timeline
RTXRTX CORPORATION	7,263	$841K	0.07%	-357	Timeline
ZIONZIONS BANCORPORATION NATL AS	14,870	$807K	0.07%	-9	Timeline
GEGE AEROSPACE	4,792	$799K	0.07%	-177	Timeline
VIGVANGUARD SPECIALIZED FUNDS	4,069	$797K	0.07%	+107	Timeline
SCHGSCHWAB STRATEGIC TR	28,008	$781K	0.07%	+20,957	Timeline
GSGOLDMAN SACHS GROUP INC	1,357	$777K	0.06%	-33	Timeline
UNHUNITEDHEALTH GROUP INC	1,517	$767K	0.06%	-225	Timeline
DDOMINION ENERGY INC	14,076	$758K	0.06%	+243	Timeline
ORCLORACLE CORP	4,541	$757K	0.06%	-379	Timeline
VTVVANGUARD INDEX FDS	4,322	$732K	0.06%	-773	Timeline
DFSIDIMENSIONAL ETF TRUST	22,259	$731K	0.06%	+1,626	Timeline
LMTLOCKHEED MARTIN CORP	1,498	$728K	0.06%	-334	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	1,268	$722K	0.06%	0	Timeline
TFLOISHARES TR	14,293	$721K	0.06%	-592	Timeline
VSSVANGUARD INTL EQUITY INDEX F	6,213	$711K	0.06%	-345	Timeline
BACBANK OF AMER CORP	16,062	$706K	0.06%	-380	Timeline
IWFISHARES TR	1,708	$686K	0.06%	-37	Timeline
BXBLACKSTONE INC	3,976	$685K	0.06%	+1	Timeline
GWWWW GRAINGER INC	650	$685K	0.06%	-1	Timeline
CSCOCISCO SYS INC	11,230	$665K	0.06%	+213	Timeline
CVSCVS HEALTH CORP	14,748	$662K	0.06%	-104	Timeline
DISDISNEY WALT CO	5,873	$654K	0.05%	-356	Timeline
PMPHILIP MORRIS INTL INC	5,331	$642K	0.05%	-139	Timeline
NFLXNETFLIX INC.	700	$624K	0.05%	+11	Timeline
NEARISHARES U S ETF TR	11,734	$593K	0.05%	0	Timeline
FDXFEDEX CORP	2,093	$589K	0.05%	+22	Timeline
VEUVANGUARD INTL EQUITY INDEX F	10,137	$582K	0.05%	0	Timeline
ISRGINTUITIVE SURGICAL INC	1,093	$571K	0.05%	+9	Timeline
TRVTRAVELERS COMPANIES INC	2,327	$561K	0.05%	-24	Timeline
VBRVANGUARD INDEX FDS	2,768	$549K	0.05%	-358	Timeline
CRMSALESFORCE INC	1,630	$545K	0.05%	+18	Timeline
DEDEERE & CO	1,273	$539K	0.05%	-13	Timeline
PFEPFIZER INC	19,706	$523K	0.04%	+4,506	Timeline
MPCMARATHON PETE CORP	3,719	$519K	0.04%	-11	Timeline
DFSVDIMENSIONAL ETF TRUST	16,756	$516K	0.04%	+3,388	Timeline
TJXTJX COS INC NEW	4,219	$510K	0.04%	-40	Timeline
BIVVANGUARD BD INDEX FDS	6,783	$507K	0.04%	+182	Timeline
VWOVANGUARD INTL EQUITY INDEX F	11,373	$501K	0.04%	+475	Timeline
LIILENNOX INTL INC	818	$498K	0.04%	-2	Timeline
CTASCINTAS CORP	2,692	$492K	0.04%	-36	Timeline
SCHFSCHWAB STRATEGIC TR	25,777	$477K	0.04%	+12,150	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	907	$472K	0.04%	-70	Timeline
IFRAISHARES TR	10,146	$470K	0.04%	0	Timeline
PPGPPG INDS INC	3,890	$465K	0.04%	-128	Timeline
PNWPINNACLE WEST CAP CORP	5,451	$462K	0.04%	-358	Timeline
IWRISHARES TR	5,028	$444K	0.04%	-279	Timeline
MOALTRIA GROUP INC	8,467	$443K	0.04%	-133	Timeline
PFFISHARES TR	13,967	$439K	0.04%	+673	Timeline
ATRAPTARGROUP INC	2,740	$430K	0.04%	0	Timeline
VTVANGUARD INTL EQUITY INDEX F	3,645	$428K	0.04%	+84	Timeline
GLDSPDR GOLD TR	1,764	$427K	0.04%	-68	Timeline
MDTMEDTRONIC PLC	5,345	$427K	0.04%	+55	Timeline
BKNGBOOKING HOLDINGS INC	85	$422K	0.04%	-3	Timeline
DFSEDIMENSIONAL ETF TRUST	12,685	$420K	0.04%	+755	Timeline
NSCNORFOLK SOUTHN CORP	1,781	$418K	0.03%	+1	Timeline
AMDADVANCED MICRO DEVICES INC	3,423	$413K	0.03%	-382	Timeline
AVSDAMERICAN CENTY ETF TR	7,354	$409K	0.03%	0	Timeline
ISCFISHARES TR	12,595	$407K	0.03%	new	Timeline
SBUXSTARBUCKS CORP	4,413	$403K	0.03%	-231	Timeline
USMVISHARES TR	4,534	$403K	0.03%	0	Timeline
VYMVANGUARD WHITEHALL FDS	3,125	$399K	0.03%	-936	Timeline
INTUINTUIT	624	$392K	0.03%	-122	Timeline
AVGEAMERICAN CENTY ETF TR	5,406	$391K	0.03%	+263	Timeline
IEFAISHARES TR	5,472	$385K	0.03%	-221	Timeline
IGPTINVESCO EXCHANGE TRADED FD T	8,413	$381K	0.03%	0	Timeline
CMCSACOMCAST CORP NEW	10,110	$379K	0.03%	-1,447	Timeline
GEVGE VERNOVA INC	1,122	$369K	0.03%	-60	Timeline
SOSOUTHERN CO	4,374	$360K	0.03%	-5	Timeline
SCHASCHWAB STRATEGIC TR	13,519	$350K	0.03%	+6,799	Timeline
VEAVANGUARD TAX-MANAGED FDS	7,294	$349K	0.03%	+239	Timeline
LOWLOWES COS INC	1,409	$348K	0.03%	-313	Timeline
IWMISHARES TR	1,552	$343K	0.03%	+101	Timeline
AVSUAMERICAN CENTY ETF TR	5,175	$342K	0.03%	0	Timeline
IJRISHARES TR	2,958	$341K	0.03%	-153	Timeline
MRSHMARSH & MCLENNAN COS INC	1,588	$337K	0.03%	-262	Timeline
INTCINTEL CORP	16,408	$329K	0.03%	-4,259	Timeline
VGTVANGUARD WORLD FD	528	$328K	0.03%	-35	Timeline
SCHXSCHWAB STRATEGIC TR	14,063	$326K	0.03%	+5,658	Timeline
SYKSTRYKER CORPORATION	892	$321K	0.03%	-21	Timeline
KOCOCA COLA CO	5,106	$318K	0.03%	+479	Timeline
MCWMISTER CAR WASH INC	43,552	$317K	0.03%	-135	Timeline
BMYBRISTOL-MYERS SQUIBB CO	5,566	$315K	0.03%	+122	Timeline
WFCWELLS FARGO & CO	4,448	$312K	0.03%	-393	Timeline
CSWCSW INDUSTRIALS INC	863	$304K	0.03%	0	Timeline
CORCENCORA INC	1,320	$297K	0.02%	-51	Timeline
XELXCEL ENERGY INC	4,307	$291K	0.02%	+116	Timeline
VLOVALERO ENERGY CORP	2,372	$291K	0.02%	-4	Timeline
DTEDTE ENERGY CO	2,354	$284K	0.02%	+3	Timeline
TROWPRICE T ROWE GROUP INC	2,507	$284K	0.02%	-327	Timeline
USBUS BANCORP	5,845	$280K	0.02%	+832	Timeline
JNKSPDR SERIES TRUST	2,920	$279K	0.02%	-328	Timeline
ADBEADOBE INC	625	$278K	0.02%	-45	Timeline
DLSWISDOMTREE TR	4,387	$276K	0.02%	0	Timeline
BLKBLACKROCK INC	268	$275K	0.02%	new	Timeline
DFARDIMENSIONAL ETF TRUST	11,751	$273K	0.02%	+1,269	Timeline
BABOEING CO	1,533	$271K	0.02%	-58	Timeline
CVGWCALAVO GROWERS INC	10,605	$270K	0.02%	-515	Timeline
GWXSPDR INDEX SHS FDS	8,720	$270K	0.02%	0	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,361	$269K	0.02%	+101	Timeline
URIUNITED RENTALS INC	377	$266K	0.02%	-21	Timeline
CBCHUBB LIMITED	950	$262K	0.02%	-116	Timeline
VLTOVERALTO CORP	2,565	$261K	0.02%	0	Timeline
ESMLISHARES TR	6,160	$259K	0.02%	-29	Timeline
OXYOCCIDENTAL PETE CORP	5,171	$256K	0.02%	+10	Timeline
AMATAPPLIED MATLS INC	1,554	$253K	0.02%	-278	Timeline
SYYSYSCO CORP	3,299	$252K	0.02%	-34	Timeline
NUENUCOR CORP	2,157	$252K	0.02%	+91	Timeline
AMPAMERIPRISE FINL INC	469	$250K	0.02%	0	Timeline
DFICDIMENSIONAL ETF TRUST	9,632	$249K	0.02%	+55	Timeline
QTUMETF SER SOLUTIONS	3,011	$244K	0.02%	new	Timeline
FTVFORTIVE CORP	3,256	$244K	0.02%	-130	Timeline
MTCHMATCH GROUP INC NEW	7,421	$243K	0.02%	-1	Timeline
SCHDSCHWAB STRATEGIC TR	8,786	$240K	0.02%	+5,452	Timeline
ITAISHARES TR	1,624	$236K	0.02%	0	Timeline
CITHE CIGNA GROUP	854	$236K	0.02%	-43	Timeline
MDLZMONDELEZ INTL INC	3,946	$236K	0.02%	-482	Timeline
MCOMOODYS CORP	493	$233K	0.02%	-3	Timeline
LNTALLIANT ENERGY CORP	3,864	$229K	0.02%	0	Timeline
AVSEAMERICAN CENTY ETF TR	4,513	$228K	0.02%	0	Timeline
PSXPHILLIPS 66	1,992	$227K	0.02%	-53	Timeline
TSCOTRACTOR SUPPLY CO	4,225	$224K	0.02%	+3,379	Timeline
COPCONOCOPHILLIPS	2,252	$223K	0.02%	+351	Timeline
DUKDUKE ENERGY CORP NEW	2,040	$220K	0.02%	-7	Timeline
NEENEXTERA ENERGY INC	3,063	$220K	0.02%	+500	Timeline
MUBISHARES TR	2,050	$218K	0.02%	0	Timeline
IDVISHARES TR	7,950	$218K	0.02%	-1,995	Timeline
RSPINVESCO EXCHANGE TRADED FD T	1,210	$212K	0.02%	-175	Timeline
IVEISHARES TR	1,100	$210K	0.02%	+50	Timeline
AONAON PLC	580	$208K	0.02%	-114	Timeline
ADPAUTOMATIC DATA PROCESSING IN	710	$208K	0.02%	-17	Timeline
SRESEMPRA	2,363	$207K	0.02%	-494	Timeline
DHID R HORTON INC	1,474	$206K	0.02%	-13	Timeline
BNYBANK OF NY MELLON CORP	2,657	$204K	0.02%	new	Timeline
TTTRANE TECHNOLOGIES PLC	550	$203K	0.02%	-1	Timeline
CHDNCHURCHILL DOWNS INC	1,503	$201K	0.02%	-50	Timeline
TGNATEGNA INC	10,411	$190K	0.02%	+11	Timeline
REAXTHE REAL BROKERAGE INC	15,617	$71.8K	0.01%	0	Timeline
AXDXQACCELERATE DIAGNOSTICS INC	55,586	$66.7K	0.01%	0	Timeline
CCOCLEAR CHANNEL OUTDOOR HLDGS	28,600	$39.2K	<0.01%	0	Timeline
REIRING ENERGY INC	10,793	$14.7K	<0.01%	-642	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
ZSZSCALER INC	3,941	$674K	shares
BLACKROCK INCBLACKROCK INC	294	$279K	shares
ELVELEVANCE HEALTH INC FORMERLY	506	$263K	shares
DDDUPONT DE NEMOURS INC	2,793	$249K	shares
CEGCONSTELLATION ENERGY CORP	947	$246K	shares
LINLINDE PLC	477	$227K	shares
AFLAFLAC INC	1,995	$223K	shares
LDOSLEIDOS HOLDINGS INC	1,345	$219K	shares
ACNACCENTURE PLC IRELAND	613	$217K	shares
ADIANALOG DEVICES INC	914	$210K	shares
AVIVAMERICAN CENTY ETF TR	3,726	$209K	shares
DINOHF SINCLAIR CORP	4,673	$208K	shares
CARRCARRIER GLOBAL CORPORATION	2,564	$206K	shares
CTVACORTEVA INC	3,486	$205K	shares
AEPAMERICAN ELEC PWR CO INC	1,969	$202K	shares
SCHVSCHWAB STRATEGIC TR	2,512	$202K	shares
WMWASTE MGMT INC DEL	969	$201K	shares
PGRPROGRESSIVE CORP	791	$201K	shares
FFORD MTR CO	12,011	$127K	shares
WBDWARNER BROS DISCOVERY INC	10,963	$90.4K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001667731-25-000112	base		2025-01-23	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC