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 266
Decreased Positions 257
Positions with Activity 523
Sold Out Positions 112
Total Mkt Value (in $ millions) 159

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

Sector Weighting

Basic Materials 1.47%
Capital Goods 4.66%
Conglomerates 0.01%
Consumer Cyclical 1.2%
Consumer/Non-Cyclical 7.18%
Energy 8.35%
Financial 28.26%
Healthcare 17.09%
Services 11.17%
Technology 17.05%
Transportation 1.09%
Utilities 1.7%

1,016 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ZIONS BANCORPORATION COM 1,906 -20 (1.02) 61,122
JPMORGAN CHASE & CO COM 1,851 -40 (2.14) 27,494
AMERISOURCEBERGEN CORP COM 1,829 -19 (1.02) 16,927
VANGUARD INTL EQUITY INDEX FD FTSE SMCAP ETF 1,770 -28 (1.54) 17,767
SM ENERGY CO COM 1,742 -1 (0.04) 41,497
MICROSOFT CORP COM 1,728 21 1.25 38,928
PEPSICO INC COM 1,709 -20 (1.16) 18,103
CATERPILLAR INC DEL COM 1,701 5 .27 20,463
VERIZON COMMUNICATIONS INC COM 1,612 -33 (1.99) 34,264
AMAZON COM INC COM 1,587 -13 (0.82) 3,640
AMGEN INC COM 1,519 7 .49 9,829
SPDR S&P 500 ETF TR TR UNIT 1,480 24 1.65 7,161
ABBVIE INC COM 1,312 -19 (1.42) 19,226
OCCIDENTAL PETE CORP DEL COM 1,271 14 1.15 17,193
MEDTRONIC PLC SHS 1,221 -78 (6.02) 16,605
WALGREENS BOOTS ALLIANCE INC COM 1,163 New 13,615
MERCK & CO INC NEW COM 1,160 74 6.82 20,160
CALAVO GROWERS INC COM 1,091 New 21,000
BROWN FORMAN CORP CL B 1,083 50 4.84 10,834
ABBOTT LABS COM 1,047 -11 (1.03) 21,048


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