VSR FINANCIAL SERVICES, INC.
8620 W 110TH ST, OVERLAND PARK, Kansas, 66210, (913) 234-8313
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 568 |
| New Positions | 115 |
| Increased Positions | 344 |
| Decreased Positions | 184 |
| Positions with Activity | 528 |
| Sold Out Positions | 56 |
| Total Mkt Value (in $ millions) |
503 |
Sector Weighting
| Basic Materials | 1.59% |
| Capital Goods | 2.51% |
| Conglomerates | |
| Consumer Cyclical | 1.53% |
| Consumer/Non-Cyclical | 5.25% |
| Energy | 7.32% |
| Financial | 59.55% |
| Healthcare | 4.07% |
| Services | 9.08% |
| Technology | 4.76% |
| Transportation | 0.63% |
| Utilities | 2.59% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
568 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 12,804 | 1,927 | 17.72 | 76,994 |
| EXXON MOBIL CORP | COM | 11,689 | -483 | (3.97) | 127,343 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 11,564 | -434 | (3.62) | 135,727 |
| COHEN & STEERS SLT PFD INCM FD | COM | 7,792 | 21 | .27 | 273,392 |
| AT&T INC | COM | 7,001 | 1,124 | 19.12 | 190,563 |
| ISHARES TR | RUSSELL MIDCAP | 6,967 | 225 | 3.33 | 52,261 |
| SPDR S&P 500 ETF TR | TR UNIT | 6,892 | -63 | (0.9) | 41,657 |
| PROCTER & GAMBLE CO | COM | 6,830 | 156 | 2.33 | 86,789 |
| ISHARES TR | BARCLYS TIPS BD | 6,643 | -177 | (2.6) | 56,252 |
| GENERAL ELECTRIC CO | COM | 6,502 | 807 | 14.17 | 274,807 |
| CHEVRON CORP NEW | COM | 6,293 | 136 | 2.21 | 50,182 |
| ISHARES TR | MSCI EAFE INDEX | 5,610 | -17,270 | (75.48) | 90,498 |
| SPDR SERIES TRUST | BRC CNV SECS ETF | 5,187 | 1,604 | 44.75 | 117,225 |
| ISHARES TR | RUSSELL 2000 | 5,037 | 1,007 | 24.97 | 51,452 |
| ISHARES TR | IBOXX INV CPBD | 4,934 | 201 | 4.24 | 41,262 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4,851 | 995 | 25.80 | 43,586 |
| INTERNATIONAL BUSINESS MACHS | COM | 4,701 | 537 | 12.89 | 22,803 |
| ISHARES TR | CORE S&P SCP ETF | 4,347 | 586 | 15.58 | 47,847 |
| DEVON ENERGY CORP NEW | COM | 4,111 | -135 | (3.18) | 70,521 |
| VANGUARD INDEX FDS | SMALL CP ETF | 4,075 | 1,061 | 35.18 | 42,905 |
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