TCI WEALTH ADVISORS, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 968
New Positions 58
Increased Positions 220
Decreased Positions 224
Positions with Activity 444
Sold Out Positions 62
Total Mkt Value (in $ millions) 167

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 4%
Conglomerates 0.07%
Consumer Cyclical 1.12%
Consumer/Non-Cyclical 7.09%
Energy 11.57%
Financial 27.57%
Healthcare 16.31%
Services 10.42%
Technology 16.63%
Transportation 1.5%
Utilities 1.65%

444 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 13,945 -1,974 (12.4) 110,526
EXXON MOBIL CORP COM 7,058 33 .47 80,452
ISHARES TR CORE S&P500 ETF 6,522 -532 (7.54) 30,793
VANGUARD INDEX FDS TOTAL STK MKT 5,305 89 1.71 48,515
ISHARES TR MSCI EAFE ETF 5,260 267 5.34 78,726
CHEVRON CORP NEW COM 4,330 -57 (1.29) 39,308
INTERNATIONAL BUSINESS MACHS COM 3,870 -149 (3.71) 23,722
JOHNSON & JOHNSON COM 3,392 -4 (0.13) 33,994
3M CO COM 2,949 13 .45 17,778
BIOGEN INC COM 2,866 -61 (2.08) 6,687
ISHARES TR SELECT DIVID ETF 2,741 -44 (1.57) 34,675
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,716 85 3.22 19,112
MYLAN N V SHS EURO 2,520 -96 (3.67) 37,704
BRISTOL MYERS SQUIBB CO COM 2,444 -23 (0.95) 38,377
PFIZER INC COM 2,329 41 1.81 66,194
SM ENERGY CO COM 2,315 (0.02) 41,512
HONEYWELL INTL INC COM 2,172 -6 (0.29) 20,904
GENERAL ELECTRIC CO COM 2,089 -56 (2.6) 76,583
CVS HEALTH CORP COM 1,985 6 .30 19,620
AMERISOURCEBERGEN CORP COM 1,947 -54 (2.7) 17,102