VSR FINANCIAL SERVICES, INC. Information

8620 W 110TH ST, OVERLAND PARK, Kansas, 66210, (913) 234-8342

Report Date: 03/31/2014

Position Statistics

Total Positions 639
New Positions 72
Increased Positions 98
Decreased Positions 541
Positions with Activity 639
Sold Out Positions 67
Total Mkt Value (in $ millions) 736

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

Sector Weighting

Basic Materials 2.39%
Capital Goods 1.05%
Conglomerates 0.11%
Consumer Cyclical 0.77%
Consumer/Non-Cyclical 3.65%
Energy 6.39%
Financial 63.17%
Healthcare 3.02%
Services 7.32%
Technology 5.13%
Transportation 0.93%
Utilities 2.29%

639 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD INDEX FDS TOTAL STK MKT 25,320 -15,760 (38.36) 247,894
ISHARES TR CORE S&P500 ETF 19,672 -16,265 (45.26) 98,850
ISHARES TR RUS MID-CAP ETF 12,319 -10,713 (46.51) 76,780
EXXON MOBIL CORP COM 12,107 -13,397 (52.53) 117,343
ISHARES TR RUSSELL 2000 ETF 11,091 -4,082 (26.9) 97,635
SPDR S&P 500 ETF TR TR UNIT 10,410 -35,152 (77.15) 52,651
ISHARES TR MSCI EAFE ETF 9,242 -7,068 (43.34) 136,008
VANGUARD INDEX FDS SMALL CP ETF 6,978 -5,088 (42.17) 61,155
POWERSHARES QQQ TRUST UNIT SER 1 6,913 -4,568 (39.79) 71,464
AT&T INC COM 6,909 -8,160 (54.15) 194,409
BERKSHIRE HATHAWAY INC DEL CL B NEW 6,879 -7,413 (51.87) 53,935
ISHARES TR CORE S&P SCP ETF 6,612 -5,383 (44.88) 61,024
SPDR SERIES TRUST BRC CNV SECS ETF 6,609 -5,422 (45.07) 131,298
COHEN & STEERS SLT PFD INCM FD COM 6,399 -7,444 (53.77) 243,497
GENERAL ELECTRIC CO COM 6,293 -5,635 (47.24) 244,003
INTEL CORP COM 6,108 -5,094 (45.48) 178,339
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 6,000 -4,672 (43.78) 133,624
VERIZON COMMUNICATIONS INC COM 5,944 -3,377 (36.23) 115,905
APPLE INC COM 5,704 -5,798 (50.41) 58,401
VANGUARD BD INDEX FD INC TOTAL BND MRKT 5,624 -4,745 (45.76) 68,447