BURNS WEALTH MANAGEMENT, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 153
New Positions 6
Increased Positions 64
Decreased Positions 64
Positions with Activity 128
Sold Out Positions 6
Total Mkt Value (in $ millions) 239

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

Sector Weighting

Basic Materials 3.52%
Capital Goods 3.89%
Conglomerates
Consumer Cyclical 3.82%
Consumer/Non-Cyclical 7.51%
Energy 9.17%
Financial 37.45%
Healthcare 7.12%
Services 9.22%
Technology 12.79%
Transportation 2.4%
Utilities 2.87%

6 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHECK POINT SOFTWARE TECH LTD ORD 1,563 1,563 New 19,523
DIREXION SHS ETF TR DLY FTS BUL 3X 808 808 New 25,670
DR PEPPER SNAPPLE GROUP INC COM 575 575 New 7,862
PROSHARES TR PSHS ULT2000 VAL 311 311 New 5,086
DIREXION SHS ETF TR DLY TECH BULL 3X 259 259 New 1,736
RAYONIER ADVANCED MATLS INC COM 257 257 New 11,455


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