TCI WEALTH ADVISORS, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 1,016
New Positions 107
Increased Positions 267
Decreased Positions 257
Positions with Activity 524
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 1.38%
Capital Goods 4.49%
Conglomerates 0.01%
Consumer Cyclical 1.18%
Consumer/Non-Cyclical 7.45%
Energy 8.14%
Financial 28.54%
Healthcare 16.76%
Services 11.51%
Technology 16.93%
Transportation 1.12%
Utilities 1.71%

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 13,404 -189 (1.39) 108,986
ISHARES TR CORE S&P500 ETF 6,388 -140 (2.14) 30,134
VANGUARD INDEX FDS TOTAL STK MKT 5,188 -93 (1.76) 47,662
ISHARES TR MSCI EAFE ETF 4,893 -181 (3.57) 75,914
INTERNATIONAL BUSINESS MACHS COM 3,758 -63 (1.65) 23,331
ISHARES TR SELECT DIVID ETF 2,619 -22 (0.82) 34,391
BRISTOL MYERS SQUIBB CO COM 2,466 -24 (0.97) 38,006
HONEYWELL INTL INC COM 2,189 -17 (0.77) 20,744
MYLAN N V SHS EURO 2,122 -36 (1.66) 37,077
BIOGEN INC COM 2,065 -31 (1.47) 6,589
AMAZON COM INC COM 1,926 -16 (0.82) 3,640
ZIONS BANCORPORATION COM 1,913 -20 (1.02) 61,122
JPMORGAN CHASE & CO COM 1,895 -41 (2.14) 27,494
AMERISOURCEBERGEN CORP COM 1,824 -19 (1.02) 16,927
VANGUARD INTL EQUITY INDEX FD FTSE SMCAP ETF 1,756 -27 (1.54) 17,767
PEPSICO INC COM 1,747 -20 (1.16) 18,103
VERIZON COMMUNICATIONS INC COM 1,595 -32 (1.99) 34,264
SM ENERGY CO COM 1,582 -1 (0.04) 41,497
ABBVIE INC COM 1,361 -20 (1.42) 19,226
MEDTRONIC PLC SHS 1,293 -83 (6.02) 16,605


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