PARENTEBEARD WEALTH MANAGEMENT, LLC
221 WEST PHILADELPHIA STREET, YORK, Pennsylvania, 17401, (717) 846-6214
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 116 |
| New Positions | 6 |
| Increased Positions | 25 |
| Decreased Positions | 74 |
| Positions with Activity | 99 |
| Sold Out Positions | 13 |
| Total Mkt Value (in $ millions) |
246 |
Sector Weighting
| Basic Materials | 0.26% |
| Capital Goods | 0.39% |
| Conglomerates | |
| Consumer Cyclical | 0.58% |
| Consumer/Non-Cyclical | 7.68% |
| Energy | 24.78% |
| Financial | 27.15% |
| Healthcare | 1.51% |
| Services | 23.76% |
| Technology | 3.23% |
| Transportation | 0.1% |
| Utilities | 10.57% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
6 New Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| VANGUARD BD INDEX FD INC | SHORT TRM BOND | 279 | 279 | New | 3,456 |
| WALGREEN CO | COM | 264 | 264 | New | 5,316 |
| DU PONT E I DE NEMOURS & CO | COM | 260 | 260 | New | 4,640 |
| ISHARES TR | BARCLYS TIPS BD | 246 | 246 | New | 2,067 |
| ISHARES TR | BARCLYS 1-3YR CR | 228 | 228 | New | 2,161 |
| DARDEN RESTAURANTS INC | COM | 167 | 167 | New | 3,126 |
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