TCI WEALTH ADVISORS, INC. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 1,056
New Positions 150
Increased Positions 357
Decreased Positions 215
Positions with Activity 572
Sold Out Positions 55
Total Mkt Value (in $ millions) 161

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

Sector Weighting

Basic Materials 1.37%
Capital Goods 4.54%
Conglomerates 0.01%
Consumer Cyclical 1.15%
Consumer/Non-Cyclical 7.47%
Energy 9.12%
Financial 28.31%
Healthcare 15.77%
Services 11.65%
Technology 16.65%
Transportation 1.39%
Utilities 1.87%

1,056 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MYLAN N V SHS EURO 1,860 -36 (1.87) 36,382
AMAZON COM INC COM 1,846 23 1.26 3,686
JPMORGAN CHASE & CO COM 1,782 52 3.01 28,321
PEPSICO INC COM 1,755 81 4.83 18,978
AMERISOURCEBERGEN CORP COM 1,728 25 1.45 17,172
ZIONS BANCORPORATION COM 1,691 -2 (0.11) 61,054
MICROSOFT CORP COM 1,676 13 .78 39,232
VERIZON COMMUNICATIONS INC COM 1,530 -18 (1.15) 33,871
AMGEN INC COM 1,516 3 .19 9,848
CATERPILLAR INC DEL COM 1,514 3 .17 20,497
SPDR S&P 500 ETF TR TR UNIT 1,468 75 5.40 7,548
VANGUARD INTL EQUITY INDEX FD FTSE SMCAP ETF 1,453 -171 (10.54) 15,895
GOOGLE INC CL A 1,330 1,330 New 2,016
CALAVO GROWERS INC COM 1,252 New 21,000
ABBVIE INC COM 1,231 17 1.40 19,495
SM ENERGY CO COM 1,191 New 41,497
MEDTRONIC PLC SHS 1,186 -14 (1.13) 16,418
OCCIDENTAL PETE CORP DEL COM 1,163 8 .73 17,319
WALGREENS BOOTS ALLIANCE INC COM 1,127 -36 (3.09) 13,195
MERCK & CO INC NEW COM 1,106 9 .82 20,325


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