BURNS WEALTH MANAGEMENT, INC. Information

9108 N. KELLEY AVE., OKLAHOMA CITY, Oklahoma, 73131, (405) 478-1971

Report Date: 03/31/2014

Position Statistics

Total Positions 154
New Positions 18
Increased Positions 66
Decreased Positions 66
Positions with Activity 132
Sold Out Positions 1
Total Mkt Value (in $ millions) 251

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

Sector Weighting

Basic Materials 3.44%
Capital Goods 5.22%
Conglomerates
Consumer Cyclical 3.89%
Consumer/Non-Cyclical 6.78%
Energy 10.56%
Financial 35.88%
Healthcare 6.62%
Services 8.66%
Technology 13.18%
Transportation 2.21%
Utilities 3.31%

18 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DIREXION SHS ETF TR DLY FIN BULL NEW 7,025 7,025 New 70,544
VERISK ANALYTICS INC CL A 1,921 1,921 New 31,434
ANSYS INC COM 1,910 1,910 New 25,743
AT&T INC COM 1,559 1,559 New 43,602
MERCK & CO INC NEW COM 1,545 1,545 New 26,442
DUKE ENERGY CORP NEW COM NEW 1,394 1,394 New 19,324
FOSSIL GROUP INC COM 1,188 1,188 New 11,568
CITIGROUP INC COM NEW 1,134 1,134 New 24,138
BERKSHIRE HATHAWAY INC DEL CL B NEW 773 773 New 6,013
SPIRIT RLTY CAP INC NEW COM 709 709 New 62,476
FACEBOOK INC CL A 667 667 New 10,052
SOLARCITY CORP COM 263 263 New 4,000
MICROSOFT CORP COM 224 224 New 5,320
DIREXION SHS ETF TR DLY DEV MKT BULL 216 216 New 2,744
PEPSICO INC COM 216 216 New 2,402
GOOGLE INC CL A 215 215 New 366
GOOGLE INC CL C 212 212 New 366
WINDSTREAM HLDGS INC COM 154 154 New 15,272


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