TCI WEALTH ADVISORS, INC. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 959
New Positions 74
Increased Positions 202
Decreased Positions 186
Positions with Activity 388
Sold Out Positions 48
Total Mkt Value (in $ millions) 153

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

Sector Weighting

Basic Materials 1.77%
Capital Goods 4.05%
Conglomerates 0.08%
Consumer Cyclical 1.12%
Consumer/Non-Cyclical 6.84%
Energy 12.33%
Financial 27.77%
Healthcare 15.33%
Services 10.16%
Technology 17.29%
Transportation 1.35%
Utilities 1.75%

959 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MICROSOFT CORP COM 1,806 45 2.57 40,978
PFIZER INC COM 1,774 -5 (0.31) 63,526
VERIZON COMMUNICATIONS INC COM 1,635 120 7.89 33,734
ZIONS BANCORPORATION COM 1,633 New 62,246
CVS HEALTH CORP COM 1,594 -76 (4.56) 19,495
JPMORGAN CHASE & CO COM 1,587 -9 (0.58) 28,027
OCCIDENTAL PETE CORP DEL COM 1,527 New 17,203
SPDR S&P 500 ETF TR TR UNIT 1,397 -562 (28.7) 7,340
AMGEN INC COM 1,340 1 .06 9,745
AMERISOURCEBERGEN CORP COM 1,327 New 17,576
ALLERGAN INC COM 1,179 New 6,575
AMAZON COM INC COM 1,155 -16 (1.39) 3,773
PEPSICO INC COM 1,128 1 .12 12,061
MEDTRONIC INC COM 1,104 -7 (0.59) 17,288
GLAXOSMITHKLINE PLC SPONSORED ADR 1,086 New 24,904
MERCK & CO INC NEW COM 1,018 2 .15 18,835
ABBVIE INC COM 998 New 18,340
CALAVO GROWERS INC COM 968 New 21,000
WALGREEN CO COM 965 New 16,036
HOME DEPOT INC COM 930 New 10,125


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