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 1.57%
Capital Goods 5.08%
Conglomerates 0.03%
Consumer Cyclical 1.34%
Consumer/Non-Cyclical 7.54%
Energy 9.22%
Financial 28.42%
Healthcare 14.88%
Services 12.75%
Technology 14.98%
Transportation 1.54%
Utilities 1.78%

225 DECREASED Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 10,702 -15 (0.14) 114,168
EXXON MOBIL CORP COM 7,049 -41 (0.58) 79,739
VANGUARD INDEX FDS TOTAL STK MKT 4,977 -170 (3.31) 47,175
CHEVRON CORP NEW COM 4,400 -36 (0.8) 43,057
ISHARES TR MSCI EAFE ETF 3,595 -744 (17.15) 61,529
3M CO COM 3,278 -54 (1.61) 19,586
BRISTOL MYERS SQUIBB CO COM 2,711 -7 (0.25) 37,559
AT&T INC COM 2,464 -276 (10.07) 63,484
PFIZER INC COM 2,369 -8 (0.34) 72,431
PEPSICO INC COM 1,955 -21 (1.04) 18,990
SPDR S&P 500 ETF TR TR UNIT 1,873 -101 (5.1) 9,079
CATERPILLAR INC DEL COM 1,584 -27 (1.65) 20,377
OCCIDENTAL PETE CORP DEL COM 1,277 -16 (1.21) 16,660
VANGUARD INDEX FDS REIT ETF 1,196 -58 (4.6) 14,615
VANGUARD INTL EQUITY INDEX FD FTSE SMCAP ETF 1,173 -363 (23.63) 12,198
MERCK & CO INC NEW COM 1,139 -45 (3.76) 20,761
MEDTRONIC PLC SHS 1,109 -175 (13.61) 14,007
GLAXOSMITHKLINE PLC SPONSORED ADR 1,013 -11 (1.03) 23,610
BROWN FORMAN CORP CL B 995 (0.05) 10,329
MYLAN N V SHS EURO 970 -542 (35.83) 23,259


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