TCI WEALTH ADVISORS, INC. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 1,056
New Positions 150
Increased Positions 357
Decreased Positions 215
Positions with Activity 572
Sold Out Positions 55
Total Mkt Value (in $ millions) 165

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

Sector Weighting

Basic Materials 1.39%
Capital Goods 4.52%
Conglomerates 0.01%
Consumer Cyclical 1.15%
Consumer/Non-Cyclical 7.35%
Energy 9.56%
Financial 28.25%
Healthcare 15.55%
Services 11.58%
Technology 16.65%
Transportation 1.4%
Utilities 1.87%

357 INCREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 12,798 451 3.65 112,967
ISHARES TR CORE S&P500 ETF 6,212 171 2.83 30,986
JOHNSON & JOHNSON COM 3,697 27 .74 38,851
INTERNATIONAL BUSINESS MACHS COM 3,578 125 3.62 24,176
CHEVRON CORP NEW COM 3,430 3,430 New 42,647
KIMBERLY CLARK CORP COM 2,757 14 .51 25,715
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,755 161 6.21 20,298
MCDONALDS CORP COM 2,584 27 1.05 26,848
AT&T INC COM 2,376 47 2.02 71,360
PFIZER INC COM 2,299 28 1.22 70,392
HONEYWELL INTL INC COM 2,116 41 1.99 21,157
BIOGEN INC COM 2,027 26 1.32 6,676
GENERAL ELECTRIC CO COM 2,006 51 2.63 79,720
AMAZON COM INC COM 1,909 24 1.26 3,686
JPMORGAN CHASE & CO COM 1,816 53 3.01 28,321
PEPSICO INC COM 1,775 82 4.83 18,978
AMERISOURCEBERGEN CORP COM 1,732 25 1.45 17,172
MICROSOFT CORP COM 1,723 13 .78 39,232
CATERPILLAR INC DEL COM 1,557 3 .17 20,497
AMGEN INC COM 1,535 3 .19 9,848


Create your free portfolio