Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

TCI Wealth Advisors, Inc. Q4 2022 vs. Q1 2023: The Ups and Downs of 13F Holdings

Ava Hoppe | 8 May, 2023

Investing in stocks has always been a popular way to earn money, but it's also an incredibly complex field that requires a lot of knowledge and expertise. One way to keep track of a company's holdings is by using a quarterly filing called the 13F. It shows what companies and securities a firm holds and how much they're worth. In this article, we'll take a look at TCI Wealth Advisors, Inc.'s Q4 2022 vs. Q1 2023 13F holdings comparison.

TCI Wealth Advisors Overview

Before diving into the numbers, let's talk about TCI Wealth Advisors Inc. TCI is a financial advisory firm that provides clients with customized investment, retirement, and tax strategies. The company was founded in 1990 and currently manages over $2 billion in assets for its clients. TCI is registered with the Securities and Exchange Commission (SEC) and is based in Arizona.

Q4 2022 vs. Q1 2023 13F Holdings Comparison

According to the data collected from the 13F filings, TCI Wealth Advisors Inc.'s total portfolio value as of Q1 2023 was $1.047 billion. This is a significant increase from the Q4 2022 total portfolio value of $858.4 million. It's worth noting that this increase is not solely due to the company's new investments. The rise in the value of the securities held by TCI also contributed to this increase.

Top Holdings

The three biggest holdings for TCI in Q1 2023 were Dimensional ETF Trust, American Century ETF TR, and Apple Inc. Dimensional ETF Trust has been the most prominent investment for TCI in both Q4 2022 and Q1 2023. TCI's Q1 2023 holdings in Dimensional ETF Trust were worth $343.4 million, an increase of $30.4 million from Q4 2022.

Apple Inc. is another significant investment for TCI. The company's holdings in Apple Inc. increased from $13.6 million in Q4 2022 to $17.8 million in Q1 2023, a 30.5% increase. Interestingly, TCI didn't invest in, Inc. in Q4 2022 but bought shares worth $3.9 million in Q1 2023.

Changes in Holdings

TCI's holdings in American Century ETF TR increased by 5.1% from $44.8 million in Q4 2022 to $47.1 million in Q1 2023. On the other hand, the company reduced its investment in Exxon Mobil Corporation by 1.1%. TCI's holdings in Exxon Mobil Corporation fell from $6.2 million in Q4 2022 to $6.0 million in Q1 2023.

TCI increased its investment in NVIDIA Corporation by a staggering 108.3% from $0.5 million in Q4 2022 to $1.0 million in Q1 2023. The company also invested in Clorox Co Del, an investment that had no presence in the Q4 2022 13F holdings.


In conclusion, TCI Wealth Advisors Inc.'s Q4 2022 vs. Q1 2023 13F holdings comparison shows some interesting trends. While the company's total portfolio value increased by almost $190 million, some of its holdings saw a decrease in value. On the other hand, TCI's investments in other companies such as NVIDIA Corporation and Clorox Co Del increased significantly. It's fascinating to see how a financial firm like TCI Wealth Advisors Inc. manages its portfolio and invests in companies, ultimately helping its clients achieve their financial goals.

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only. does not provide investment advice. is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by / All Rights Reserved.