TCI WEALTH ADVISORS, INC. Information

4011 E SUNRISE DR, TUCSON, Arizona, 85718, (520) 733-1477

Report Date: 12/31/2014

Position Statistics

Total Positions 967
New Positions 58
Increased Positions 219
Decreased Positions 224
Positions with Activity 443
Sold Out Positions 62
Total Mkt Value (in $ millions) 166

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.64%
Capital Goods 3.95%
Conglomerates 0.07%
Consumer Cyclical 1.11%
Consumer/Non-Cyclical 7.12%
Energy 11.64%
Financial 27.51%
Healthcare 16.44%
Services 10.37%
Technology 16.55%
Transportation 1.51%
Utilities 1.65%

967 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 13,788 -1,952 (12.4) 110,526
EXXON MOBIL CORP COM 6,994 33 .47 80,452
ISHARES TR CORE S&P500 ETF 6,447 -526 (7.54) 30,793
VANGUARD INDEX FDS TOTAL STK MKT 5,244 88 1.71 48,515
ISHARES TR MSCI EAFE ETF 5,194 263 5.34 78,726
CHEVRON CORP NEW COM 4,289 -56 (1.29) 39,308
INTERNATIONAL BUSINESS MACHS COM 3,811 -147 (3.71) 23,722
JOHNSON & JOHNSON COM 3,385 -4 (0.13) 33,994
3M CO COM 2,875 13 .45 17,778
BIOGEN INC COM 2,805 -60 (2.08) 6,687
KIMBERLY CLARK CORP COM 2,732 New 25,585
ISHARES TR SELECT DIVID ETF 2,718 -43 (1.57) 34,675
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,689 84 3.22 19,112
MYLAN N V SHS EURO 2,632 -100 (3.67) 37,704
BRISTOL MYERS SQUIBB CO COM 2,508 -24 (0.95) 38,377
SM ENERGY CO COM 2,417 (0.02) 41,512
PFIZER INC COM 2,319 41 1.81 66,194
HONEYWELL INTL INC COM 2,126 -6 (0.29) 20,904
GENERAL ELECTRIC CO COM 2,087 -56 (2.6) 76,583
CVS HEALTH CORP COM 1,970 6 .30 19,620


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