TCI WEALTH ADVISORS, INC. Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 1,122
New Positions 124
Increased Positions 375
Decreased Positions 225
Positions with Activity 600
Sold Out Positions 68
Total Mkt Value (in $ millions) 183

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

Sector Weighting

Basic Materials 1.56%
Capital Goods 5.07%
Conglomerates 0.03%
Consumer Cyclical 1.35%
Consumer/Non-Cyclical 7.51%
Energy 9.17%
Financial 28.43%
Healthcare 14.99%
Services 12.65%
Technology 15.05%
Transportation 1.56%
Utilities 1.76%

1,122 Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 10,827 -15 (0.14) 114,168
EXXON MOBIL CORP COM 7,019 -41 (0.58) 79,739
ISHARES TR CORE S&P500 ETF 7,008 28 .40 33,600
JOHNSON & JOHNSON COM 5,865 1,512 34.73 52,147
VANGUARD INDEX FDS TOTAL STK MKT 5,007 -171 (3.31) 47,175
CHEVRON CORP NEW COM 4,409 -36 (0.8) 43,057
ISHARES TR MSCI EAFE ETF 3,611 -748 (17.15) 61,529
INTERNATIONAL BUSINESS MACHS COM 3,438 30 .89 23,379
KIMBERLY CLARK CORP COM 3,438 New 27,236
MCDONALDS CORP COM 3,435 1 .02 26,855
3M CO COM 3,271 -54 (1.61) 19,586
ISHARES TR SELECT DIVID ETF 2,997 366 13.89 36,496
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,969 70 2.43 20,329
BRISTOL MYERS SQUIBB CO COM 2,714 -7 (0.25) 37,559
GENERAL ELECTRIC CO COM 2,570 32 1.26 83,171
HONEYWELL INTL INC COM 2,491 66 2.70 21,729
AT&T INC COM 2,453 -275 (10.07) 63,484
PFIZER INC COM 2,384 -8 (0.34) 72,431
MICROSOFT CORP COM 2,299 97 4.39 46,071
AMAZON COM INC COM 2,282 63 2.82 3,790


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