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 640
New Positions 73
Increased Positions 99
Decreased Positions 541
Positions with Activity 640
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 2.37%
Capital Goods 1.06%
Conglomerates 0.1%
Consumer Cyclical 0.77%
Consumer/Non-Cyclical 3.7%
Energy 6.42%
Financial 63.32%
Healthcare 3.03%
Services 7.26%
Technology 4.97%
Transportation 0.92%
Utilities 2.28%

640 Activity 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 25,310 -15,754 (38.36) 247,894
ISHARES CORE S&P500 ETF 19,617 -16,219 (45.26) 98,850
ISHARES RUS MID-CAP ETF 12,384 -10,769 (46.51) 76,780
EXXON MOBIL CORP COM 12,151 -13,445 (52.53) 117,343
ISHARES RUSSELL 2000 ETF 11,374 -4,186 (26.9) 97,635
SPDR S&P 500 ETF TR TR UNIT 10,379 -35,046 (77.15) 52,651
ISHARES MSCI EAFE ETF 9,273 -7,092 (43.34) 136,008
VANGUARD INDEX FDS SMALL CP ETF 7,081 -5,163 (42.17) 61,155
BERKSHIRE HATHAWAY INC DEL CL B NEW 6,944 -7,483 (51.87) 53,935
AT&T INC COM 6,931 -8,186 (54.15) 194,409
POWERSHARES QQQ TRUST UNIT SER 1 6,786 -4,484 (39.79) 71,464
ISHARES CORE S&P SCP ETF 6,775 -5,515 (44.88) 61,024
SPDR SERIES TRUST BRC CNV SECS ETF 6,638 -5,446 (45.07) 131,298
GENERAL ELECTRIC CO COM 6,422 -5,751 (47.24) 244,003
COHEN & STEERS SLT PFD INCM FD COM 6,414 -7,461 (53.77) 243,497
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 5,902 -4,596 (43.78) 133,624
VERIZON COMMUNICATIONS INC COM 5,668 -3,220 (36.23) 115,905
VANGUARD BD INDEX FD INC TOTAL BND MRKT 5,606 -4,729 (45.76) 68,447
APPLE INC COM 5,571 -5,663 (50.41) 58,401
POWERSHARES ETF TRUST II SENIOR LN PORT 5,544 -6,804 (55.1) 222,644