TCI WEALTH ADVISORS, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 957
New Positions 47
Increased Positions 187
Decreased Positions 143
Positions with Activity 330
Sold Out Positions 45
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 1.53%
Capital Goods 4.1%
Conglomerates 0.08%
Consumer Cyclical 1.16%
Consumer/Non-Cyclical 7.26%
Energy 11.08%
Financial 27.37%
Healthcare 16.12%
Services 10.24%
Technology 17.36%
Transportation 1.59%
Utilities 1.75%

957 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CVS HEALTH CORP COM 1,922 6 .34 19,561
MICROSOFT CORP COM 1,816 -146 (7.46) 37,920
PEPSICO INC COM 1,782 611 52.23 18,361
ZIONS BANCORPORATION COM 1,778 New 62,246
JPMORGAN CHASE & CO COM 1,760 6 .37 28,130
VERIZON COMMUNICATIONS INC COM 1,645 31 1.91 34,378
AMERISOURCEBERGEN CORP COM 1,608 New 17,576
SM ENERGY CO COM 1,606 New 41,519
AMGEN INC COM 1,594 1 .06 9,751
SPDR S&P 500 ETF TR TR UNIT 1,536 6 .41 7,370
OCCIDENTAL PETE CORP DEL COM 1,412 .02 17,206
ALLERGAN INC COM 1,394 New 6,575
MEDTRONIC INC COM 1,272 -1 (0.05) 17,279
ABBVIE INC COM 1,228 New 18,340
AMAZON COM INC COM 1,166 New 3,773
MERCK & CO INC NEW COM 1,099 11 1.02 19,027
GLAXOSMITHKLINE PLC SPONSORED ADR 1,075 New 24,904
HOME DEPOT INC COM 1,051 .01 10,126
PROCTER & GAMBLE CO COM 1,023 22 2.21 10,943
WALGREEN CO COM 1,010 -216 (17.65) 13,205


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