VSR FINANCIAL SERVICES, INC. Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 650
New Positions 63
Increased Positions 272
Decreased Positions 330
Positions with Activity 602
Sold Out Positions 81
Total Mkt Value (in $ millions) 907

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

Sector Weighting

Basic Materials 1.62%
Capital Goods 1.52%
Conglomerates 0.01%
Consumer Cyclical 0.81%
Consumer/Non-Cyclical 4.84%
Energy 3.56%
Financial 62.51%
Healthcare 2.62%
Services 6.78%
Technology 4.18%
Transportation 0.8%
Utilities 1.68%

330 DECREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 21,886 -730 (3.23) 103,567
GENERAL ELECTRIC CO COM 10,577 -78 (0.74) 387,880
ISHARES TR MSCI EAFE ETF 10,150 -212 (2.05) 151,089
ISHARES TR RUSSELL 2000 ETF 7,992 -607 (7.06) 65,291
BERKSHIRE HATHAWAY INC DEL CL B NEW 7,968 -93 (1.15) 54,522
APPLE INC COM 7,539 -607 (7.45) 58,580
VANGUARD BD INDEX FD INC TOTAL BND MRKT 6,440 -51 (0.79) 78,174
PROCTER & GAMBLE CO COM 6,311 -229 (3.5) 78,545
WELLS FARGO & CO NEW COM 5,266 -324 (5.8) 94,490
POWERSHARES ETF TRUST II SENIOR LN PORT 4,957 -3,446 (41.01) 204,396
ISHARES TR S&P MC 400VL ETF 4,708 -1,083 (18.71) 35,689
ISHARES TR IBOXX INV CP ETF 4,510 -1,529 (25.32) 38,037
INTEL CORP COM 4,476 -314 (6.55) 133,886
VANGUARD INDEX FDS VALUE ETF 4,200 -1,019 (19.53) 48,887
DOW CHEM CO COM 3,955 -395 (9.09) 76,568
MICROSOFT CORP COM 3,932 -196 (4.75) 81,510
PEPSICO INC COM 3,898 -93 (2.34) 40,621
ISHARES TR MSCI EMG MKT ETF 3,727 -1,568 (29.61) 85,904
COCA COLA CO COM 3,690 -97 (2.57) 90,090
CHEVRON CORP NEW COM 3,689 -432 (10.49) 34,052


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