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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 (2017Q1)
Portfolio Summary: 1,314 holdings with a total value of $191,656,000.
#
Name
Shares
Value ($)
%
Options
Notes
1301 MICROSOFT CORP 48,032 3,163,000 1.65%
1302 ISHARES TR 34,783 3,169,000 1.65%
1303 MCDONALDS CORP 25,225 3,269,000 1.71%
1304 BERKSHIRE HATHAWAY INC DEL 19,633 3,272,000 1.71%
1305 ISHARES TR 55,287 3,444,000 1.80%
1306 AMAZON COM INC 3,939 3,492,000 1.82%
1307 INTERNATIONAL BUSINESS MACHS 22,016 3,834,000 2.00%
1308 3M CO 22,735 4,350,000 2.27%
1309 CHEVRON CORP NEW 42,429 4,556,000 2.38%
1310 VANGUARD INDEX FDS 47,468 5,759,000 3.00%
1311 JOHNSON & JOHNSON 49,040 6,108,000 3.19%
1312 EXXON MOBIL CORP 80,811 6,627,000 3.46%
1313 ISHARES TR 33,909 8,046,000 4.20%
1314 APPLE INC 95,670 13,744,000 7.17%
Page 27 of 27

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001583751-17-000002, filed 2017.05.04).

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.