TCI WEALTH ADVISORS, INC. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 918
New Positions 80
Increased Positions 212
Decreased Positions 141
Positions with Activity 353
Sold Out Positions 65
Total Mkt Value (in $ millions) 152

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

Sector Weighting

Basic Materials 1.81%
Capital Goods 4.41%
Conglomerates 0.01%
Consumer Cyclical 1.15%
Consumer/Non-Cyclical 7.02%
Energy 11.83%
Financial 28.96%
Healthcare 14.7%
Services 10.29%
Technology 16.32%
Transportation 1.24%
Utilities 1.87%

918 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ZIONS BANCORPORATION COM 1,881 New 62,246
MYLAN INC COM 1,836 New 39,141
CVS CAREMARK CORPORATION COM 1,794 6 .34 24,331
MICROSOFT CORP COM 1,663 -37 (2.15) 41,568
OCCIDENTAL PETE CORP DEL COM 1,662 New 17,203
JPMORGAN CHASE & CO COM 1,636 68 4.35 29,625
VERIZON COMMUNICATIONS INC COM 1,441 79 5.80 30,281
GLAXOSMITHKLINE PLC SPONSORED ADR 1,376 58 4.39 26,207
AMAZON COM INC COM 1,323 81 6.49 4,071
AMGEN INC COM 1,262 1 .05 10,932
WALGREEN CO COM 1,137 -2 (0.16) 17,036
AMERISOURCEBERGEN CORP COM 1,137 New 17,576
PEPSICO INC COM 1,105 71 6.91 12,918
PROCTER & GAMBLE CO COM 1,068 -46 (4.12) 13,059
MEDTRONIC INC COM 1,018 -8 (0.78) 17,391
GOOGLE INC CL A 955 33 3.54 1,757
GOOGLE INC CL C 942 32 3.54 1,757
VANGUARD INTL EQUITY INDEX FD FTSE SMCAP ETF 934 -16 (1.7) 8,679
BROWN FORMAN CORP CL B 918 New 10,329
MCDONALDS CORP COM 893 19 2.13 8,911