TCI WEALTH ADVISORS, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 968
New Positions 58
Increased Positions 219
Decreased Positions 225
Positions with Activity 444
Sold Out Positions 62
Total Mkt Value (in $ millions) 167

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

Sector Weighting

Basic Materials 1.72%
Capital Goods 4.02%
Conglomerates 0.07%
Consumer Cyclical 1.12%
Consumer/Non-Cyclical 7.1%
Energy 11.2%
Financial 27.34%
Healthcare 16.3%
Services 10.54%
Technology 16.93%
Transportation 1.58%
Utilities 1.66%

968 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALTRIA GROUP INC COM 1,049 -2 (0.21) 18,628
ABBOTT LABS COM 1,007 53 5.60 21,268
PROCTER & GAMBLE CO COM 963 31 3.38 11,313
GOOGLE INC CL A 962 -7 (0.7) 1,710
BROWN FORMAN CORP CL B 948 New 10,334
GOOGLE INC CL C 939 -2 (0.18) 1,682
CALAVO GROWERS INC COM 881 New 21,000
LILLY ELI & CO COM 843 -7 (0.78) 12,019
COSTCO WHSL CORP NEW COM 825 -7 (0.81) 5,613
MCDONALDS CORP COM 818 90 12.43 8,276
DISNEY WALT CO COM DISNEY 815 4 .54 7,831
ILLINOIS TOOL WKS INC COM 790 New 7,992
SPDR INDEX SHS FDS S&P INTL SMLCP 786 18 2.31 27,206
YUM BRANDS INC COM 760 -8 (0.98) 9,368
VANGUARD INDEX FDS SML CP GRW ETF 737 New 5,572
BOEING CO COM 720 10 1.47 4,773
PHILIP MORRIS INTL INC COM 705 4 .58 8,496
IMPERIAL OIL LTD COM NEW 681 New 17,630
SPDR SERIES TRUST S&P DIVID ETF 678 -10 (1.48) 8,550
WELLS FARGO & CO NEW COM 649 -7 (1.13) 11,842