TCI WEALTH ADVISORS, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 1,017
New Positions 107
Increased Positions 266
Decreased Positions 257
Positions with Activity 523
Sold Out Positions 112
Total Mkt Value (in $ millions) 160

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

Sector Weighting

Basic Materials 1.47%
Capital Goods 4.67%
Conglomerates 0.01%
Consumer Cyclical 1.21%
Consumer/Non-Cyclical 7.16%
Energy 8.44%
Financial 28.36%
Healthcare 17.01%
Services 11.18%
Technology 17.05%
Transportation 1.09%
Utilities 1.7%

1,017 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ABBOTT LABS COM 1,040 -11 (1.03) 21,048
GLAXOSMITHKLINE PLC SPONSORED ADR 1,010 -30 (2.93) 23,896
HOME DEPOT INC COM 1,005 -130 (11.42) 9,010
LILLY ELI & CO COM 997 -39 (3.74) 11,570
PROCTER & GAMBLE CO COM 929 24 2.69 11,617
ALTRIA GROUP INC COM 893 -20 (2.2) 18,218
DISNEY WALT CO COM DISNEY 891 -9 (1.03) 7,750
YUM BRANDS INC COM 850 -7 (0.85) 9,288
GOOGLE INC CL C 829 -51 (5.83) 1,584
COSTCO WHSL CORP NEW COM 757 -9 (1.12) 5,550
VANGUARD INDEX FDS SML CP GRW ETF 746 New 5,572
ILLINOIS TOOL WKS INC COM 739 -7 (1) 7,912
ALLERGAN PLC SHS 716 -23 (3.08) 2,328
PHILIP MORRIS INTL INC COM 694 4 .60 8,547
INTEL CORP COM 671 266 65.67 21,954
WELLS FARGO & CO NEW COM 662 -10 (1.5) 11,665
SPDR SERIES TRUST S&P DIVID ETF 659 New 8,550
BOEING CO COM 652 -17 (2.54) 4,652
VANGUARD INDEX FDS SM CP VAL ETF 649 11 1.71 6,006
INTUIT COM 585 -10 (1.71) 5,764