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EDELMAN FINANCIAL GROUP INC. Information

600 TRAVIS, HOUSTON, Texas, 77002, (713) 993-4610

Report Date: 03/31/2013

Position Statistics:

Total Positions 1,037
New Positions 283
Increased Positions 578
Decreased Positions 212
Positions with Activity 790
Sold Out Positions 85
Total Mkt Value
(in $ millions)		 351

Sector Weighting

Basic Materials 3.45%
Capital Goods 1.46%
Conglomerates 0.14%
Consumer Cyclical 2.87%
Consumer/Non-Cyclical 2.84%
Energy 27.88%
Financial 23.57%
Healthcare 3.95%
Services 22.16%
Technology 8.81%
Transportation 0.5%
Utilities 2.25%

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

790 Activity Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
EXXON MOBIL CORP COM 65,363 9,372 16.74 712,324
SPDR S&P 500 ETF TR TR UNIT 12,243 5,048 70.17 73,336
APPLE INC COM 11,872 1,085 10.06 27,402
SPDR DOW JONES INDL AVRG ETF UT SER 1 9,759 9,759 New 63,725
MCDONALDS CORP COM 7,856 659 9.16 77,366
VERIZON COMMUNICATIONS INC COM 7,738 2,504 47.86 145,036
CONOCOPHILLIPS COM 7,337 787 12.02 115,895
CHEVRON CORP NEW COM 6,885 4,926 251.47 55,785
AT&T INC COM 5,563 1,343 31.84 148,575
BED BATH & BEYOND INC COM 4,856 4,852 113,230.65 70,265
FREEPORT-MCMORAN COPPER & GOLD COM 4,528 220 5.12 138,562
BANK OF AMERICA CORPORATION COM 4,101 37 .92 305,385
INTERNATIONAL BUSINESS MACHS COM 4,093 3,745 1,075.22 19,638
JOHNSON & JOHNSON COM 3,835 3,507 1,071.21 43,534
CENTURYLINK INC COM 3,746 221 6.26 99,451
SEADRILL LIMITED SHS 3,379 701 26.17 84,227
VODAFONE GROUP PLC NEW SPONS ADR NEW 3,348 3,292 5,922.13 110,747
ISHARES GOLD TRUST ISHARES 3,074 3,074 New 233,385
UNITED TECHNOLOGIES CORP COM 2,979 2,377 395.48 30,596
LEGGETT & PLATT INC COM 2,908 717 32.75 85,052