TCI WEALTH ADVISORS, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 966
New Positions 58
Increased Positions 219
Decreased Positions 224
Positions with Activity 443
Sold Out Positions 62
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 1.66%
Capital Goods 4%
Conglomerates 0.07%
Consumer Cyclical 1.12%
Consumer/Non-Cyclical 7.16%
Energy 11.08%
Financial 27.45%
Healthcare 16.52%
Services 10.57%
Technology 16.72%
Transportation 1.55%
Utilities 1.66%

443 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 13,622 -1,929 (12.4) 110,526
EXXON MOBIL CORP COM 6,724 31 .47 80,452
ISHARES TR CORE S&P500 ETF 6,377 -520 (7.54) 30,793
VANGUARD INDEX FDS TOTAL STK MKT 5,185 87 1.71 48,515
ISHARES TR MSCI EAFE ETF 5,128 260 5.34 78,726
CHEVRON CORP NEW COM 4,099 -54 (1.29) 39,308
INTERNATIONAL BUSINESS MACHS COM 3,805 -147 (3.71) 23,722
JOHNSON & JOHNSON COM 3,411 -5 (0.13) 33,994
3M CO COM 2,907 13 .45 17,778
BIOGEN INC COM 2,875 -61 (2.08) 6,687
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,750 86 3.22 19,112
ISHARES TR SELECT DIVID ETF 2,686 -43 (1.57) 34,675
BRISTOL MYERS SQUIBB CO COM 2,504 -24 (0.95) 38,377
MYLAN N V SHS EURO 2,324 -89 (3.67) 37,704
PFIZER INC COM 2,286 41 1.81 66,194
HONEYWELL INTL INC COM 2,152 -6 (0.29) 20,904
SM ENERGY CO COM 2,127 (0.02) 41,512
CVS HEALTH CORP COM 2,011 6 .30 19,620
AMERISOURCEBERGEN CORP COM 1,936 -54 (2.7) 17,102
GENERAL ELECTRIC CO COM 1,904 -51 (2.6) 76,583