PUPLAVA FINANCIAL SERVICES, INC.
10809 THORNMINT ROAD, SAN DIEGO, California, 92127, (858) 487-3939
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 119 |
| New Positions | 20 |
| Increased Positions | 41 |
| Decreased Positions | 75 |
| Positions with Activity | 116 |
| Sold Out Positions | 12 |
| Total Mkt Value (in $ millions) |
191 |
Sector Weighting
| Basic Materials | 11.75% |
| Capital Goods | 5.41% |
| Conglomerates | 0.49% |
| Consumer Cyclical | 2.26% |
| Consumer/Non-Cyclical | 3.01% |
| Energy | 10.72% |
| Financial | 21.98% |
| Healthcare | 8.34% |
| Services | 19.02% |
| Technology | 2.54% |
| Transportation | 9.06% |
| Utilities | 5.43% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
119 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 10,283 | -598 | (5.5) | 61,510 |
| DISNEY WALT CO | COM DISNEY | 8,384 | 537 | 6.84 | 127,356 |
| COSTCO WHSL CORP NEW | COM | 7,501 | -709 | (8.64) | 66,098 |
| PFIZER INC | COM | 7,336 | -1,186 | (13.91) | 254,892 |
| EXXON MOBIL CORP | COM | 7,068 | 100 | 1.44 | 76,168 |
| JOHNSON & JOHNSON | COM | 6,675 | -55 | (0.81) | 75,345 |
| BANK OF AMERICA CORPORATION | COM | 6,160 | -399 | (6.09) | 458,309 |
| VISA INC | COM CL A | 6,094 | -360 | (5.58) | 33,566 |
| EBAY INC | COM | 5,873 | -229 | (3.75) | 106,888 |
| AT&T INC | COM | 5,667 | -77 | (1.34) | 153,402 |
| GENERAL ELECTRIC CO | COM | 5,368 | 65 | 1.22 | 226,893 |
| 3M CO | COM | 4,985 | -145 | (2.83) | 44,507 |
| AMERICAN ELEC PWR INC | COM | 4,982 | 4,982 | New | 100,925 |
| UNION PAC CORP | COM | 4,941 | -41 | (0.83) | 31,181 |
| AMERICAN TOWER CORP NEW | COM | 4,443 | -2,846 | (39.04) | 52,491 |
| FEDEX CORP | COM | 4,356 | 4,356 | New | 42,630 |
| LENNAR CORP | CL A | 4,332 | -1,064 | (19.72) | 102,001 |
| ILLINOIS TOOL WKS INC | COM | 4,316 | -1,125 | (20.67) | 60,656 |
| PHILLIPS 66 | COM | 3,810 | -1,234 | (24.46) | 58,240 |
| CBL & ASSOC PPTYS INC | COM | 3,624 | 3,624 | New | 136,350 |
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