$676 Million is the total value of TCI Wealth Advisors, Inc.'s 2371 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STIP | New | ISHARES TR0-5 yr tips etf | $2,400,000 | – | 22,666 | +100.0% | 0.36% | – |
| IUSB | New | ISHARES TRcore total usd | $290,000 | – | 5,483 | +100.0% | 0.04% | – |
| AVEM | New | AMERICAN CENTY ETF TRavantis emgmkt | $262,000 | – | 4,140 | +100.0% | 0.04% | – |
| BLV | New | VANGUARD BD INDEX FDSlong term bond | $194,000 | – | 1,886 | +100.0% | 0.03% | – |
| SPIB | New | SPDR SER TRportfolio intrmd | $87,000 | – | 2,396 | +100.0% | 0.01% | – |
| New | AMERICAN CENTY ETF TRus large cap vlu | $65,000 | – | 1,200 | +100.0% | 0.01% | – | |
| VFQY | New | VANGUARD WELLINGTON FDus quality | $71,000 | – | 564 | +100.0% | 0.01% | – |
| New | RIVIAN AUTOMOTIVE INC | $31,000 | – | 295 | +100.0% | 0.01% | – | |
| KSM | New | DWS STRATEGIC MUN INCOME TR | $27,000 | – | 2,195 | +100.0% | 0.00% | – |
| RYLD | New | GLOBAL X FDSrussell 2000 | $26,000 | – | 1,074 | +100.0% | 0.00% | – |
| New | AMERICAN CENTY ETF TRinternational lr | $26,000 | – | 506 | +100.0% | 0.00% | – | |
| New | KYNDRYL HLDGS INC | $20,000 | – | 1,089 | +100.0% | 0.00% | – | |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $22,000 | – | 429 | +100.0% | 0.00% | – |
| COTY | New | COTY INC | $23,000 | – | 2,190 | +100.0% | 0.00% | – |
| SLAB | New | SILICON LABORATORIES INC | $21,000 | – | 100 | +100.0% | 0.00% | – |
| New | CADENCE BANK | $23,000 | – | 771 | +100.0% | 0.00% | – | |
| MHD | New | BLACKROCK MUNIHOLDINGS FD IN | $17,000 | – | 1,015 | +100.0% | 0.00% | – |
| BNTX | New | BIONTECH SEsponsored ads | $22,000 | – | 84 | +100.0% | 0.00% | – |
| ANGL | New | VANECK ETF TRUSTfallen angel hg | $17,000 | – | 525 | +100.0% | 0.00% | – |
| MDRX | New | ALLSCRIPTS HEALTHCARE SOLUTN | $12,000 | – | 652 | +100.0% | 0.00% | – |
| APLS | New | APELLIS PHARMACEUTICALS INC | $15,000 | – | 308 | +100.0% | 0.00% | – |
| ANET | New | ARISTA NETWORKS INC | $12,000 | – | 80 | +100.0% | 0.00% | – |
| BYM | New | BLACKROCK MUN INCOME QUALITY | $15,000 | – | 980 | +100.0% | 0.00% | – |
| BMBL | New | BUMBLE INC | $12,000 | – | 365 | +100.0% | 0.00% | – |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $16,000 | – | 149 | +100.0% | 0.00% | – |
| GAIN | New | GLADSTONE INVT CORP | $16,000 | – | 953 | +100.0% | 0.00% | – |
| GDDY | New | GODADDY INCcl a | $11,000 | – | 132 | +100.0% | 0.00% | – |
| JKHY | New | HENRY JACK & ASSOC INC | $15,000 | – | 90 | +100.0% | 0.00% | – |
| HPK | New | HIGHPEAK ENERGY INC | $14,000 | – | 985 | +100.0% | 0.00% | – |
| IRTC | New | IRHYTHM TECHNOLOGIES INC | $11,000 | – | 91 | +100.0% | 0.00% | – |
| INCY | New | INCYTE CORP | $11,000 | – | 146 | +100.0% | 0.00% | – |
| LBRT | New | LIBERTY OILFIELD SVCS INC | $12,000 | – | 1,215 | +100.0% | 0.00% | – |
| MKTX | New | MARKETAXESS HLDGS INC | $13,000 | – | 32 | +100.0% | 0.00% | – |
| New | MYNARIC AGspon ads | $13,000 | – | 1,000 | +100.0% | 0.00% | – | |
| PAG | New | PENSKE AUTOMOTIVE GRP INC | $11,000 | – | 102 | +100.0% | 0.00% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $11,000 | – | 169 | +100.0% | 0.00% | – |
| SBEA | New | SILVERBOX ENGAGED MERGER CO | $15,000 | – | 1,490 | +100.0% | 0.00% | – |
| UCTT | New | ULTRA CLEAN HLDGS INC | $13,000 | – | 235 | +100.0% | 0.00% | – |
| New | TRINSEO PLC | $15,000 | – | 284 | +100.0% | 0.00% | – | |
| NHI | New | NATIONAL HEALTH INVS INC | $6,000 | – | 106 | +100.0% | 0.00% | – |
| ERJ | New | EMBRAER S.A.sponsored ads | $4,000 | – | 250 | +100.0% | 0.00% | – |
| EXG | New | EATON VANCE TAX-MANAGED GLOB | $8,000 | – | 774 | +100.0% | 0.00% | – |
| NXST | New | NEXSTAR MEDIA GROUP INCcl a | $9,000 | – | 60 | +100.0% | 0.00% | – |
| DEA | New | EASTERLY GOVT PPTYS INC | $8,000 | – | 369 | +100.0% | 0.00% | – |
| EVOP | New | EVO PMTS INC | $6,000 | – | 242 | +100.0% | 0.00% | – |
| JETS | New | ETF SER SOLUTIONSus glb jets | $4,000 | – | 210 | +100.0% | 0.00% | – |
| NUVB | New | NUVATION BIO INC | $4,000 | – | 504 | +100.0% | 0.00% | – |
| OII | New | OCEANEERING INTL INC | $7,000 | – | 623 | +100.0% | 0.00% | – |
| OCUL | New | OCULAR THERAPEUTIX INC | $6,000 | – | 822 | +100.0% | 0.00% | – |
| OPI | New | OFFICE PPTYS INCOME TR | $4,000 | – | 147 | +100.0% | 0.00% | – |
| New | OLAPLEX HLDGS INC | $5,000 | – | 165 | +100.0% | 0.00% | – | |
| OPY | New | OPPENHEIMER HLDGS INCcl a non vtg | $4,000 | – | 92 | +100.0% | 0.00% | – |
| ORGO | New | ORGANOGENESIS HLDGS INC | $4,000 | – | 422 | +100.0% | 0.00% | – |
| RRD | New | DONNELLEY R R & SONS CO | $5,000 | – | 483 | +100.0% | 0.00% | – |
| DHC | New | DIVERSIFIED HEALTHCARE TR | $5,000 | – | 1,498 | +100.0% | 0.00% | – |
| PMVP | New | PMV PHARMACEUTICALS INC | $4,000 | – | 182 | +100.0% | 0.00% | – |
| PAAS | New | PAN AMERN SILVER CORP | $7,000 | – | 289 | +100.0% | 0.00% | – |
| PGRE | New | PARAMOUNT GROUP INC | $10,000 | – | 1,216 | +100.0% | 0.00% | – |
| PAYA | New | PAYA HOLDINGS INC | $4,000 | – | 646 | +100.0% | 0.00% | – |
| PETQ | New | PETIQ INC | $4,000 | – | 193 | +100.0% | 0.00% | – |
| DK | New | DELEK US HLDGS INC NEW | $8,000 | – | 506 | +100.0% | 0.00% | – |
| PRCH | New | PORCH GROUP INC | $4,000 | – | 270 | +100.0% | 0.00% | – |
| PRLB | New | PROTO LABS INC | $4,000 | – | 82 | +100.0% | 0.00% | – |
| CURO | New | CURO GROUP HOLDINGS CORP | $4,000 | – | 250 | +100.0% | 0.00% | – |
| PBYI | New | PUMA BIOTECHNOLOGY INC | $4,000 | – | 1,429 | +100.0% | 0.00% | – |
| PRPL | New | PURPLE INNOVATION INC | $5,000 | – | 407 | +100.0% | 0.00% | – |
| QUOT | New | QUOTIENT TECHNOLOGY INC | $4,000 | – | 587 | +100.0% | 0.00% | – |
| CCRN | New | CROSS CTRY HEALTHCARE INC | $5,000 | – | 187 | +100.0% | 0.00% | – |
| RXT | New | RACKSPACE TECHNOLOGY INC | $4,000 | – | 304 | +100.0% | 0.00% | – |
| COWN | New | COWEN INCcl a new | $8,000 | – | 226 | +100.0% | 0.00% | – |
| RXRX | New | RECURSION PHARMACEUTICALS INcl a | $4,000 | – | 215 | +100.0% | 0.00% | – |
| RM | New | REGIONAL MGMT CORP | $4,000 | – | 73 | +100.0% | 0.00% | – |
| RVLV | New | REVOLVE GROUP INCcl a | $7,000 | – | 121 | +100.0% | 0.00% | – |
| New | CONSENSUS CLOUD SOLUTIONS IN | $4,000 | – | 68 | +100.0% | 0.00% | – | |
| RUSHA | New | RUSH ENTERPRISES INCcl a | $7,000 | – | 119 | +100.0% | 0.00% | – |
| CYH | New | COMMUNITY HEALTH SYS INC NEW | $5,000 | – | 358 | +100.0% | 0.00% | – |
| CBU | New | COMMUNITY BK SYS INC | $7,000 | – | 99 | +100.0% | 0.00% | – |
| COMM | New | COMMSCOPE HLDG CO INC | $7,000 | – | 616 | +100.0% | 0.00% | – |
| New | CIVITAS RESOURCES INC | $5,000 | – | 96 | +100.0% | 0.00% | – | |
| SBH | New | SALLY BEAUTY HLDGS INC | $8,000 | – | 409 | +100.0% | 0.00% | – |
| CTRN | New | CITI TRENDS INC | $5,000 | – | 48 | +100.0% | 0.00% | – |
| CHGG | New | CHEGG INC | $9,000 | – | 293 | +100.0% | 0.00% | – |
| SPNE | New | SEASPINE HLDGS CORP | $4,000 | – | 306 | +100.0% | 0.00% | – |
| MCRB | New | SERES THERAPEUTICS INC | $4,000 | – | 532 | +100.0% | 0.00% | – |
| CPRX | New | CATALYST PHARMACEUTICALS INC | $4,000 | – | 601 | +100.0% | 0.00% | – |
| GOEV | New | CANOO INC | $10,000 | – | 1,356 | +100.0% | 0.00% | – |
| New | STAGWELL INC | $4,000 | – | 486 | +100.0% | 0.00% | – | |
| CLMT | New | CALUMET SPECIALTY PRODS PARTut ltd partner | $9,000 | – | 700 | +100.0% | 0.00% | – |
| SCS | New | STEELCASE INCcl a | $5,000 | – | 430 | +100.0% | 0.00% | – |
| SGRY | New | SURGERY PARTNERS INC | $10,000 | – | 178 | +100.0% | 0.00% | – |
| CABO | New | CABLE ONE INC | $9,000 | – | 5 | +100.0% | 0.00% | – |
| SNDX | New | SYNDAX PHARMACEUTICALS INC | $5,000 | – | 246 | +100.0% | 0.00% | – |
| TRHC | New | TABULA RASA HEALTHCARE INC | $6,000 | – | 384 | +100.0% | 0.00% | – |
| TITN | New | TITAN MACHY INC | $4,000 | – | 120 | +100.0% | 0.00% | – |
| BXC | New | BLUELINX HLDGS INC | $6,000 | – | 65 | +100.0% | 0.00% | – |
| BCOR | New | BLUCORA INC | $4,000 | – | 236 | +100.0% | 0.00% | – |
| BE | New | BLOOM ENERGY CORP | $6,000 | – | 293 | +100.0% | 0.00% | – |
| BJRI | New | BJS RESTAURANTS INC | $4,000 | – | 121 | +100.0% | 0.00% | – |
| BIGC | New | BIGCOMMERCE HLDGS INC | $4,000 | – | 113 | +100.0% | 0.00% | – |
| SLCA | New | U S SILICA HLDGS INC | $10,000 | – | 1,033 | +100.0% | 0.00% | – |
| UFCS | New | UNITED FIRE GROUP INC | $5,000 | – | 218 | +100.0% | 0.00% | – |
| AXGN | New | AXOGEN INC | $4,000 | – | 433 | +100.0% | 0.00% | – |
| AVRO | New | AVROBIO INC | $4,000 | – | 1,092 | +100.0% | 0.00% | – |
| RCEL | New | AVITA MEDICAL INC | $4,000 | – | 322 | +100.0% | 0.00% | – |
| AVYA | New | AVAYA HLDGS CORP | $6,000 | – | 303 | +100.0% | 0.00% | – |
| New | AURORA INNOVATION INC | $6,000 | – | 500 | +100.0% | 0.00% | – | |
| AUPH | New | AURINIA PHARMACEUTICALS INC | $6,000 | – | 250 | +100.0% | 0.00% | – |
| VECO | New | VEECO INSTRS INC DEL | $5,000 | – | 164 | +100.0% | 0.00% | – |
| APR | New | APRIA INC | $4,000 | – | 135 | +100.0% | 0.00% | – |
| VCTR | New | VICTORY CAP HLDGS INC | $5,000 | – | 124 | +100.0% | 0.00% | – |
| VC | New | VISTEON CORP | $5,000 | – | 48 | +100.0% | 0.00% | – |
| VUZI | New | VUZIX CORP | $4,000 | – | 426 | +100.0% | 0.00% | – |
| COLD | New | AMERICOLD RLTY TR | $9,000 | – | 284 | +100.0% | 0.00% | – |
| WSBC | New | WESBANCO INC | $6,000 | – | 184 | +100.0% | 0.00% | – |
| WOW | New | WIDEOPENWEST INC | $4,000 | – | 186 | +100.0% | 0.00% | – |
| New | ALTUS MIDSTREAM CO | $4,000 | – | 69 | +100.0% | 0.00% | – | |
| AIMC | New | ALTRA INDL MOTION CORP | $4,000 | – | 77 | +100.0% | 0.00% | – |
| ALBO | New | ALBIREO PHARMA INC | $4,000 | – | 189 | +100.0% | 0.00% | – |
| XPEV | New | XPENG INCads | $4,000 | – | 80 | +100.0% | 0.00% | – |
| Z | New | ZILLOW GROUP INCcl c cap stk | $8,000 | – | 124 | +100.0% | 0.00% | – |
| AKBA | New | AKEBIA THERAPEUTICS INC | $4,000 | – | 1,630 | +100.0% | 0.00% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $10,000 | – | 88 | +100.0% | 0.00% | – |
| AGIO | New | AGIOS PHARMACEUTICALS INC | $6,000 | – | 193 | +100.0% | 0.00% | – |
| New | ZURN WATER SOLUTIONS CORP | $7,000 | – | 190 | +100.0% | 0.00% | – | |
| AEVA | New | AEVA TECHNOLOGIES INC | $4,000 | – | 467 | +100.0% | 0.00% | – |
| AJRD | New | AEROJET ROCKETDYNE HLDGS INC | $6,000 | – | 129 | +100.0% | 0.00% | – |
| CLVT | New | CLARIVATE PLC | $7,000 | – | 314 | +100.0% | 0.00% | – |
| CWK | New | CUSHMAN WAKEFIELD PLC | $6,000 | – | 287 | +100.0% | 0.00% | – |
| ICHR | New | ICHOR HOLDINGS | $5,000 | – | 99 | +100.0% | 0.00% | – |
| MGTX | New | MEIRAGTX HLDGS PLC | $5,000 | – | 199 | +100.0% | 0.00% | – |
| NLSN | New | NIELSEN HLDGS PLC | $9,000 | – | 442 | +100.0% | 0.00% | – |
| SGH | New | SMART GLOBAL HLDGS INC | $5,000 | – | 77 | +100.0% | 0.00% | – |
| TBPH | New | THERAVANCE BIOPHARMA INC | $6,000 | – | 515 | +100.0% | 0.00% | – |
| ADT | New | ADT INC DEL | $6,000 | – | 697 | +100.0% | 0.00% | – |
| OSW | New | ONESPAWORLD HOLDINGS LIMITED | $4,000 | – | 397 | +100.0% | 0.00% | – |
| TNK | New | TEEKAY TANKERS LTDcl a | $4,000 | – | 342 | +100.0% | 0.00% | – |
| INGN | New | INOGEN INC | $4,000 | – | 118 | +100.0% | 0.00% | – |
| TIL | New | INSTIL BIO INC | $4,000 | – | 205 | +100.0% | 0.00% | – |
| NOTV | New | INOTIV INC | $4,000 | – | 105 | +100.0% | 0.00% | – |
| HEES | New | H & E EQUIPMENT SERVICES INC | $6,000 | – | 130 | +100.0% | 0.00% | – |
| IAS | New | INTEGRAL AD SCIENCE HLDNG CO | $4,000 | – | 193 | +100.0% | 0.00% | – |
| IPAR | New | INTER PARFUMS INC | $6,000 | – | 54 | +100.0% | 0.00% | – |
| New | INVENTRUST PPTYS CORP | $7,000 | – | 250 | +100.0% | 0.00% | – | |
| VGM | New | INVESCO TR INVT GRADE MUNS | $9,000 | – | 630 | +100.0% | 0.00% | – |
| GSKY | New | GREENSKY INCcl a | $4,000 | – | 348 | +100.0% | 0.00% | – |
| GP | New | GREENPOWER MTR CO INC | $4,000 | – | 400 | +100.0% | 0.00% | – |
| LOPE | New | GRAND CANYON ED INC | $8,000 | – | 91 | +100.0% | 0.00% | – |
| GHC | New | GRAHAM HLDGS CO | $6,000 | – | 10 | +100.0% | 0.00% | – |
| GOCO | New | GOHEALTH INC | $7,000 | – | 1,977 | +100.0% | 0.00% | – |
| GTHX | New | G1 THERAPEUTICS INC | $4,000 | – | 388 | +100.0% | 0.00% | – |
| New | FRANKLIN BSP RLTY TR INC | $5,000 | – | 309 | +100.0% | 0.00% | – | |
| FWRD | New | FORWARD AIR CORP | $8,000 | – | 65 | +100.0% | 0.00% | – |
| KRYS | New | KRYSTAL BIOTECH INC | $6,000 | – | 91 | +100.0% | 0.00% | – |
| LADR | New | LADDER CAP CORPcl a | $8,000 | – | 634 | +100.0% | 0.00% | – |
| LXRX | New | LEXICON PHARMACEUTICALS INC | $4,000 | – | 991 | +100.0% | 0.00% | – |
| LCTX | New | LINEAGE CELL THERAPEUTICS IN | $5,000 | – | 2,137 | +100.0% | 0.00% | – |
| LGFA | New | LIONS GATE ENTMNT CORPcl a vtg | $4,000 | – | 257 | +100.0% | 0.00% | – |
| LGFB | New | LIONS GATE ENTMNT CORPcl b non vtg | $7,000 | – | 452 | +100.0% | 0.00% | – |
| New | LUCID GROUP INC | $7,000 | – | 175 | +100.0% | 0.00% | – | |
| FLYW | New | FLYWIRE CORPORATION | $4,000 | – | 102 | +100.0% | 0.00% | – |
| MBUU | New | MALIBU BOATS INC | $4,000 | – | 60 | +100.0% | 0.00% | – |
| FMC | New | FMC CORP | $9,000 | – | 83 | +100.0% | 0.00% | – |
| HZO | New | MARINEMAX INC | $7,000 | – | 126 | +100.0% | 0.00% | – |
| MTRX | New | MATRIX SVC CO | $4,000 | – | 483 | +100.0% | 0.00% | – |
| ETWO | New | E2OPEN PARENT HOLDINGS INC | $8,000 | – | 693 | +100.0% | 0.00% | – |
| MTOR | New | MERITOR INC | $4,000 | – | 174 | +100.0% | 0.00% | – |
| MMAT | New | META MATERIALS INC | $7,000 | – | 2,857 | +100.0% | 0.00% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $9,000 | – | 400 | +100.0% | 0.00% | – |
| MCW | New | MISTER CAR WASH INC | $8,000 | – | 450 | +100.0% | 0.00% | – |
| MODN | New | MODEL N INC | $5,000 | – | 156 | +100.0% | 0.00% | – |
| New | PROSHARES TRbitcoin strate | $3,000 | – | 100 | +100.0% | 0.00% | – | |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $1,000 | – | 11 | +100.0% | 0.00% | – |
| ABUS | New | ARBUTUS BIOPHARMA CORP | $1,000 | – | 200 | +100.0% | 0.00% | – |
| New | VENTYX BIOSCIENCES INC | $2,000 | – | 84 | +100.0% | 0.00% | – | |
| RAND | New | RAND CAP CORP | $0 | – | 10 | +100.0% | 0.00% | – |
| VST | New | VISTRA CORP | $1,000 | – | 28 | +100.0% | 0.00% | – |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $2,000 | – | 18 | +100.0% | 0.00% | – |
| FNDB | New | SCHWAB STRATEGIC TRschwab fdt us bm | $3,000 | – | 50 | +100.0% | 0.00% | – |
| ATUS | New | ALTICE USA INCcl a | $0 | – | 8 | +100.0% | 0.00% | – |
| AYX | New | ALTERYX INC | $0 | – | 2 | +100.0% | 0.00% | – |
| New | WOLFSPEED INC | $0 | – | 1 | +100.0% | 0.00% | – | |
| SESN | New | SESEN BIO INC | $0 | – | 600 | +100.0% | 0.00% | – |
| SSTI | New | SHOTSPOTTER INC | $1,000 | – | 42 | +100.0% | 0.00% | – |
| SLN | New | SILENCE THERAPEUTICS PLCads | $0 | – | 10 | +100.0% | 0.00% | – |
| INS | New | CORECARD CORPORATION | $2,000 | – | 62 | +100.0% | 0.00% | – |
| New | FIRSTCASH HOLDINGS INC | $2,000 | – | 25 | +100.0% | 0.00% | – | |
| SPRB | New | SPRUCE BIOSCIENCES INC | $1,000 | – | 250 | +100.0% | 0.00% | – |
| GERN | New | GERON CORP | $0 | – | 150 | +100.0% | 0.00% | – |
| New | LOCAL BOUNTI CORP | $1,000 | – | 200 | +100.0% | 0.00% | – | |
| RIDE | New | LORDSTOWN MOTORS CORP | $2,000 | – | 470 | +100.0% | 0.00% | – |
| New | LOYALTY VENTURES INC | $0 | – | 14 | +100.0% | 0.00% | – | |
| FSTX | New | F-STAR THERAPEUTICS INC | $1,000 | – | 200 | +100.0% | 0.00% | – |
| FIGS | New | FIGS INCcl a | $1,000 | – | 20 | +100.0% | 0.00% | – |
| AMTX | New | AEMETIS INC | $3,000 | – | 238 | +100.0% | 0.00% | – |
| New | MANDIANT INC | $1,000 | – | 37 | +100.0% | 0.00% | – | |
| New | SYLVAMO CORP | $0 | – | 12 | +100.0% | 0.00% | – | |
| HGEN | New | HUMANIGEN INC | $1,000 | – | 300 | +100.0% | 0.00% | – |
| New | FOUNDER SPAC | $0 | – | 20 | +100.0% | 0.00% | – | |
| New | FOUNDER SPAC*w exp 04/19/202 | $0 | – | 10 | +100.0% | 0.00% | – | |
| TASK | New | TASKUS INC | $2,000 | – | 45 | +100.0% | 0.00% | – |
| MRTX | New | MIRATI THERAPEUTICS INC | $0 | – | 1 | +100.0% | 0.00% | – |
| New | ICOSAVAX INC | $1,000 | – | 29 | +100.0% | 0.00% | – | |
| FSP | New | FRANKLIN STR PPTYS CORP | $3,000 | – | 467 | +100.0% | 0.00% | – |
| BOXL | New | BOXLIGHT CORP | $0 | – | 100 | +100.0% | 0.00% | – |
| New | THORNE HEALTHTECH INC | $2,000 | – | 332 | +100.0% | 0.00% | – | |
| STNE | New | STONECO LTD | $0 | – | 24 | +100.0% | 0.00% | – |
| New | 10X CAP VENTURE ACQSTN CORP | $0 | – | 27 | +100.0% | 0.00% | – | |
| New | 10X CAP VENTURE ACQSTN CORP*w exp 04/19/202 | $0 | – | 9 | +100.0% | 0.00% | – | |
| IBRX | New | IMMUNITYBIO INC | $0 | – | 50 | +100.0% | 0.00% | – |
| SDIV | New | GLOBAL X FDSglb x superdiv | $0 | – | 3 | +100.0% | 0.00% | – |
| New | ESS TECH INC | $1,000 | – | 60 | +100.0% | 0.00% | – | |
| New | EQRX INC*w exp 12/17/202 | $0 | – | 4 | +100.0% | 0.00% | – | |
| New | EQRX INC | $0 | – | 20 | +100.0% | 0.00% | – | |
| New | 2SEVENTY BIO INC | $3,000 | – | 135 | +100.0% | 0.00% | – | |
| New | ARDAGH METAL PACKAGING S A | $1,000 | – | 70 | +100.0% | 0.00% | – | |
| New | NXT-ID INC | $0 | – | 10 | +100.0% | 0.00% | – | |
| AFMD | New | AFFIMED N V | $3,000 | – | 615 | +100.0% | 0.00% | – |
| PATH | New | UIPATH INCcl a | $3,000 | – | 60 | +100.0% | 0.00% | – |
| XAIR | New | BEYOND AIR INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| New | ORION OFFICE REIT INC | $2,000 | – | 129 | +100.0% | 0.00% | – | |
| LABU | New | DIREXION SHS ETF TRsp biotch bl new | $1,000 | – | 20 | +100.0% | 0.00% | – |
| New | NAKED BRAND GROUP LIMITED | $0 | – | 92 | +100.0% | 0.00% | – | |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $2,000 | – | 10 | +100.0% | 0.00% | – |
| New | GINKGO BIOWORKS HOLDINGS INC*w exp 08/01/202 | $1,000 | – | 500 | +100.0% | 0.00% | – | |
| New | PARABELLUM ACQUISITION CORP | $0 | – | 28 | +100.0% | 0.00% | – | |
| New | PARABELLUM ACQUISITION CORP*w exp 99/99/999 | $0 | – | 21 | +100.0% | 0.00% | – | |
| New | DIGITAL WORLD ACQUISITION CO | $0 | – | 5 | +100.0% | 0.00% | – | |
| PIRS | New | PIERIS PHARMACEUTICALS INC | $1,000 | – | 200 | +100.0% | 0.00% | – |
| PLBY | New | PLBY GROUP INC | $3,000 | – | 119 | +100.0% | 0.00% | – |
| AVCO | New | AVALON GLOBOCARE CORP | $0 | – | 100 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 44 | Q3 2023 | 7.0% |
| Vanguard Total Stock Mkt | 44 | Q3 2023 | 5.5% |
| Exxon Mobil Corporation | 44 | Q3 2023 | 7.8% |
| JOHNSON & JOHNSON | 44 | Q3 2023 | 3.4% |
| MICROSOFT CORP | 44 | Q3 2023 | 4.0% |
| ISHARES TR | 44 | Q3 2023 | 6.2% |
| 3M Company | 44 | Q3 2023 | 2.4% |
| Intl Business Machines | 44 | Q3 2023 | 3.8% |
| MCDONALDS CORP | 44 | Q3 2023 | 2.5% |
| KIMBERLY-CLARK CORP | 44 | Q3 2023 | 2.8% |
View TCI Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-24 |
View TCI Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.