TCI WEALTH ADVISORS, INC. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 958
New Positions 74
Increased Positions 202
Decreased Positions 187
Positions with Activity 389
Sold Out Positions 49
Total Mkt Value (in $ millions) 162

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

Sector Weighting

Basic Materials 1.72%
Capital Goods 4.11%
Conglomerates 0.08%
Consumer Cyclical 1.13%
Consumer/Non-Cyclical 6.42%
Energy 13.37%
Financial 27.75%
Healthcare 15.07%
Services 9.98%
Technology 17.32%
Transportation 1.3%
Utilities 1.64%

389 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 12,753 105 .83 125,543
EXXON MOBIL CORP COM 7,744 21 .28 79,772
ISHARES TR CORE S&P500 ETF 6,897 -136 (1.94) 34,133
VANGUARD INDEX FDS TOTAL STK MKT 4,953 42 .87 47,786
ISHARES TR MSCI EAFE ETF 4,877 -624 (11.35) 74,238
CHEVRON CORP NEW COM 4,779 79 1.67 38,317
INTERNATIONAL BUSINESS MACHS COM 4,750 -1,928 (28.87) 24,636
JOHNSON & JOHNSON COM 3,640 -204 (5.3) 34,281
ISHARES TR SELECT DIVID ETF 2,714 -87 (3.1) 35,744
3M CO COM 2,671 -39 (1.44) 18,376
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,501 -4 (0.17) 17,916
BIOGEN IDEC INC COM 2,237 -3 (0.12) 6,829
CATERPILLAR INC DEL COM 2,182 -1 (0.04) 20,986
AT&T INC COM 1,974 .01 56,374
GENERAL ELECTRIC CO COM 1,956 65 3.41 74,449
BRISTOL MYERS SQUIBB CO COM 1,955 1 .03 38,430
PFIZER INC COM 1,928 -6 (0.31) 63,526
MICROSOFT CORP COM 1,906 48 2.57 40,978
JPMORGAN CHASE & CO COM 1,690 -10 (0.58) 28,027
VERIZON COMMUNICATIONS INC COM 1,660 121 7.89 33,734


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