TCI WEALTH ADVISORS, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 967
New Positions 58
Increased Positions 219
Decreased Positions 224
Positions with Activity 443
Sold Out Positions 62
Total Mkt Value (in $ millions) 169

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

Sector Weighting

Basic Materials 1.63%
Capital Goods 3.86%
Conglomerates 0.07%
Consumer Cyclical 1.11%
Consumer/Non-Cyclical 7.07%
Energy 11.37%
Financial 27.33%
Healthcare 16.41%
Services 10.57%
Technology 17%
Transportation 1.51%
Utilities 1.66%

967 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERISOURCEBERGEN CORP COM 1,975 -55 (2.7) 17,102
AT&T INC COM 1,970 39 2.02 57,915
VANGUARD INTL EQUITY INDEX FD FTSE SMCAP ETF 1,894 979 106.96 18,045
MICROSOFT CORP COM 1,841 25 1.40 38,449
JPMORGAN CHASE & CO COM 1,759 -2 (0.12) 28,095
VERIZON COMMUNICATIONS INC COM 1,749 29 1.69 34,958
PEPSICO INC COM 1,743 -4 (0.25) 18,315
CATERPILLAR INC DEL COM 1,727 -7 (0.41) 20,408
ZIONS BANCORPORATION COM 1,705 -14 (0.79) 61,753
AMGEN INC COM 1,642 5 .31 9,781
AMAZON COM INC COM 1,634 -46 (2.73) 3,670
SPDR S&P 500 ETF TR TR UNIT 1,491 -69 (4.41) 7,045
MEDTRONIC PLC SHS 1,371 -104 (7.08) 17,669
OCCIDENTAL PETE CORP DEL COM 1,356 -17 (1.21) 16,998
ABBVIE INC COM 1,289 77 6.34 19,503
WALGREENS BOOTS ALLIANCE INC COM 1,171 35 3.11 13,615
HOME DEPOT INC COM 1,157 5 .45 10,172
GLAXOSMITHKLINE PLC SPONSORED ADR 1,147 -13 (1.16) 24,616
MERCK & CO INC NEW COM 1,087 -9 (0.81) 18,873
CALAVO GROWERS INC COM 1,071 New 21,000