VSR FINANCIAL SERVICES, INC. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 620
New Positions 93
Increased Positions 549
Decreased Positions 71
Positions with Activity 620
Sold Out Positions 58
Total Mkt Value (in $ millions) 1,316

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

Sector Weighting

Basic Materials 2.27%
Capital Goods 1.17%
Conglomerates 0.13%
Consumer Cyclical 1.03%
Consumer/Non-Cyclical 4.25%
Energy 6.09%
Financial 62.39%
Healthcare 3.67%
Services 8.02%
Technology 4.57%
Transportation 0.72%
Utilities 2.33%

620 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 42,952 31,731 282.78 230,440
VANGUARD INDEX FDS TOTAL STK MKT 38,904 20,301 109.13 402,190
ISHARES CORE S&P500 ETF 33,866 17,867 111.68 180,580
EXXON MOBIL CORP COM 24,823 12,512 101.63 247,188
ISHARES RUS MID-CAP ETF 21,932 11,851 117.57 143,550
ISHARES MSCI EAFE ETF 16,209 -2,850 (14.95) 240,022
AT&T INC COM 15,282 7,862 105.95 424,022
ISHARES RUSSELL 2000 ETF 15,082 8,717 136.94 133,566
BERKSHIRE HATHAWAY INC DEL CL B NEW 14,251 7,854 122.79 112,052
COHEN & STEERS SLT PFD INCM FD COM 13,300 5,954 81.05 526,738
PROCTER & GAMBLE CO COM 12,726 6,126 92.82 155,656
SPIRIT RLTY CAP INC NEW COM 12,526 2,567 25.78 1,179,518
GENERAL ELECTRIC CO COM 12,284 4,011 48.48 462,500
POWERSHARES ETF TRUST II SENIOR LN PORT 12,229 8,412 220.34 495,914
ISHARES CORE S&P SCP ETF 11,945 6,696 127.58 110,702
VANGUARD INDEX FDS SMALL CP ETF 11,694 6,327 117.89 105,748
ISHARES SP SMCP600GR ETF 11,533 9,912 611.22 99,244
SPDR SERIES TRUST BRC CNV SECS ETF 11,441 6,220 119.11 239,008
SPDR SER TR SHT TRM HGH YLD 11,155 9,413 540.61 361,110
VANGUARD BD INDEX FD INC TOTAL BND MRKT 10,262 5,524 116.59 126,194