TCI WEALTH ADVISORS, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 1,012
New Positions 107
Increased Positions 265
Decreased Positions 255
Positions with Activity 520
Sold Out Positions 110
Total Mkt Value (in $ millions) 164

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

Sector Weighting

Basic Materials 1.5%
Capital Goods 4.68%
Conglomerates 0.01%
Consumer Cyclical 1.18%
Consumer/Non-Cyclical 7.14%
Energy 8.74%
Financial 28.22%
Healthcare 16.71%
Services 10.93%
Technology 17.36%
Transportation 1.15%
Utilities 1.86%

1,012 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 14,445 -204 (1.39) 108,986
EXXON MOBIL CORP COM 7,086 125 1.80 81,901
ISHARES TR CORE S&P500 ETF 6,463 -141 (2.14) 30,134
VANGUARD INDEX FDS TOTAL STK MKT 5,257 -94 (1.76) 47,662
ISHARES TR MSCI EAFE ETF 5,161 -191 (3.57) 75,914
INTERNATIONAL BUSINESS MACHS COM 4,018 -67 (1.65) 23,331
JOHNSON & JOHNSON COM 3,909 463 13.45 38,567
3M CO COM 3,078 216 7.55 19,120
KIMBERLY CLARK CORP COM 2,846 New 25,585
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,764 New 19,112
ISHARES TR SELECT DIVID ETF 2,718 -22 (0.82) 34,391
MCDONALDS CORP COM 2,630 1,811 221.03 26,568
BIOGEN INC COM 2,627 -39 (1.47) 6,589
BRISTOL MYERS SQUIBB CO COM 2,596 -25 (0.97) 38,006
MYLAN N V SHS EURO 2,583 -44 (1.66) 37,077
PFIZER INC COM 2,384 115 5.06 69,542
SM ENERGY CO COM 2,223 -1 (0.04) 41,497
HONEYWELL INTL INC COM 2,197 -17 (0.77) 20,744
AT&T INC COM 2,181 170 8.48 62,824
GENERAL ELECTRIC CO COM 2,150 30 1.43 77,675


Latest News Headlines

View All Latest Headlines
Create your free portfolio