TCI WEALTH ADVISORS, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 1,017
New Positions 107
Increased Positions 266
Decreased Positions 257
Positions with Activity 523
Sold Out Positions 112
Total Mkt Value (in $ millions) 160

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

Sector Weighting

Basic Materials 1.47%
Capital Goods 4.67%
Conglomerates 0.01%
Consumer Cyclical 1.21%
Consumer/Non-Cyclical 7.16%
Energy 8.44%
Financial 28.36%
Healthcare 17.01%
Services 11.18%
Technology 17.05%
Transportation 1.09%
Utilities 1.7%

257 DECREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 13,780 -195 (1.39) 108,986
ISHARES TR CORE S&P500 ETF 6,286 -137 (2.14) 30,134
VANGUARD INDEX FDS TOTAL STK MKT 5,127 -92 (1.76) 47,662
ISHARES TR MSCI EAFE ETF 4,857 -180 (3.57) 75,914
INTERNATIONAL BUSINESS MACHS COM 3,852 -65 (1.65) 23,331
BIOGEN INC COM 2,664 -40 (1.47) 6,589
ISHARES TR SELECT DIVID ETF 2,608 -22 (0.82) 34,391
MYLAN N V SHS EURO 2,600 -44 (1.66) 37,077
BRISTOL MYERS SQUIBB CO COM 2,565 -25 (0.97) 38,006
HONEYWELL INTL INC COM 2,126 -16 (0.77) 20,744
ZIONS BANCORPORATION COM 1,925 -20 (1.02) 61,122
JPMORGAN CHASE & CO COM 1,856 -41 (2.14) 27,494
AMERISOURCEBERGEN CORP COM 1,813 -19 (1.02) 16,927
VANGUARD INTL EQUITY INDEX FD FTSE SMCAP ETF 1,812 -28 (1.54) 17,767
SM ENERGY CO COM 1,806 -1 (0.04) 41,497
PEPSICO INC COM 1,714 -20 (1.16) 18,103
VERIZON COMMUNICATIONS INC COM 1,617 -33 (1.99) 34,264
AMAZON COM INC COM 1,593 -13 (0.82) 3,640
ABBVIE INC COM 1,311 -19 (1.42) 19,226
MEDTRONIC PLC SHS 1,226 -79 (6.02) 16,605


Create your free portfolio