TCI WEALTH ADVISORS, INC. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 958
New Positions 74
Increased Positions 202
Decreased Positions 187
Positions with Activity 389
Sold Out Positions 49
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 1.71%
Capital Goods 4.13%
Conglomerates 0.08%
Consumer Cyclical 1.14%
Consumer/Non-Cyclical 6.41%
Energy 13.26%
Financial 27.84%
Healthcare 15%
Services 9.98%
Technology 17.41%
Transportation 1.28%
Utilities 1.63%

958 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INTL EQUITY INDEX FD FTSE SMCAP ETF 933 -20 (2.06) 8,764
BROWN FORMAN CORP CL B 930 1 .09 10,338
HOME DEPOT INC COM 900 New 10,125
PROCTER & GAMBLE CO COM 891 -12 (1.29) 10,706
CALAVO GROWERS INC COM 889 New 21,000
IMPERIAL OIL LTD COM NEW 888 New 17,630
SPDR INDEX SHS FDS S&P INTL SMLCP 869 -31 (3.44) 25,575
ABBOTT LABS COM 861 New 20,240
LILLY ELI & CO COM 823 New 12,602
ALTRIA GROUP INC COM 804 4 .47 18,625
MCDONALDS CORP COM 720 33 4.82 7,716
COSTCO WHSL CORP NEW COM 709 New 5,659
PHILIP MORRIS INTL INC COM 706 251 55.16 8,402
VANGUARD INDEX FDS SML CP GRW ETF 697 New 5,572
ILLINOIS TOOL WKS INC COM 687 New 7,786
YUM BRANDS INC COM 677 7 1.07 9,461
DISNEY WALT CO COM DISNEY 676 New 7,543
SPDR SERIES TRUST S&P DIVID ETF 655 -10 (1.5) 8,585
QUALCOMM INC COM 634 -2 (0.36) 8,422
WELLS FARGO & CO NEW COM 626 -47 (6.99) 12,117


Create your free portfolio