TCI WEALTH ADVISORS, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 966
New Positions 58
Increased Positions 219
Decreased Positions 224
Positions with Activity 443
Sold Out Positions 62
Total Mkt Value (in $ millions) 164

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

Sector Weighting

Basic Materials 1.66%
Capital Goods 3.98%
Conglomerates 0.07%
Consumer Cyclical 1.12%
Consumer/Non-Cyclical 7.12%
Energy 11.17%
Financial 27.48%
Healthcare 16.46%
Services 10.58%
Technology 16.71%
Transportation 1.57%
Utilities 1.66%

966 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ABBOTT LABS COM 990 52 5.60 21,268
GOOGLE INC CL A 970 -7 (0.7) 1,710
GOOGLE INC CL C 940 -2 (0.18) 1,682
PROCTER & GAMBLE CO COM 939 31 3.38 11,313
ALTRIA GROUP INC COM 934 -2 (0.21) 18,628
BROWN FORMAN CORP CL B 899 New 10,334
LILLY ELI & CO COM 894 -7 (0.78) 12,019
COSTCO WHSL CORP NEW COM 848 -7 (0.81) 5,613
DISNEY WALT CO COM DISNEY 822 4 .54 7,831
MCDONALDS CORP COM 812 90 12.43 8,276
SPDR INDEX SHS FDS S&P INTL SMLCP 798 18 2.31 27,206
ILLINOIS TOOL WKS INC COM 771 New 7,992
YUM BRANDS INC COM 741 -7 (0.98) 9,368
VANGUARD INDEX FDS SML CP GRW ETF 735 New 5,572
ACTAVIS PLC SHS 722 -142 (16.39) 2,402
IMPERIAL OIL LTD COM NEW 714 New 17,630
BOEING CO COM 708 10 1.47 4,773
SPDR SERIES TRUST S&P DIVID ETF 665 -10 (1.48) 8,550
PHILIP MORRIS INTL INC COM 652 4 .58 8,496
WELLS FARGO & CO NEW COM 646 -7 (1.13) 11,842