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Institutional Investment Manager
TCI Wealth Advisors, Inc.
TCI Wealth Advisors, Inc. (CIK: 0001583751) incorporated in Arizona, located at 4011 E Sunrise Dr, Tucson, AZ. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q4)
Portfolio Summary: 1,075 holdings with a total value of $179,516,000.
#
Name
Shares
Value ($)
%
Options
Notes
1051 PEPSICO INC 18,990 1,898,000 1.06%
1052 AMGEN INC 11,884 1,929,000 1.07%
1053 BIOGEN INC 6,856 2,100,000 1.17%
1054 CVS HEALTH CORP 22,165 2,167,000 1.21%
1055 AT&T INC 63,484 2,184,000 1.22%
1056 JPMORGAN CHASE & CO 33,341 2,202,000 1.23%
1057 HONEYWELL INTL INC 21,729 2,250,000 1.25%
1058 PFIZER INC 72,431 2,338,000 1.30%
1059 MICROSOFT CORP 46,071 2,556,000 1.42%
1060 AMAZON COM INC 3,790 2,562,000 1.43%
1061 BRISTOL MYERS SQUIBB CO 37,559 2,584,000 1.44%
1062 GENERAL ELECTRIC CO 83,171 2,591,000 1.44%
1063 BERKSHIRE HATHAWAY INC DEL 20,329 2,684,000 1.50%
1064 ISHARES TR 36,496 2,743,000 1.53%
1065 3M CO 19,586 2,950,000 1.64%
1066 MCDONALDS CORP 26,855 3,173,000 1.77%
1067 INTERNATIONAL BUSINESS MACHS 23,379 3,217,000 1.79%
1068 KIMBERLY CLARK CORP 27,236 3,467,000 1.93%
1069 ISHARES TR 61,529 3,613,000 2.01%
1070 CHEVRON CORP NEW 43,057 3,873,000 2.16%
1071 VANGUARD INDEX FDS 47,175 4,920,000 2.74%
1072 JOHNSON & JOHNSON 52,147 5,356,000 2.98%
1073 EXXON MOBIL CORP 79,739 6,216,000 3.46%
1074 ISHARES TR 33,600 6,884,000 3.83%
1075 APPLE INC 114,168 12,017,000 6.69%
Page 22 of 22

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001583751-16-000005, filed 2016.02.10).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.