VSR FINANCIAL SERVICES, INC. Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 646
New Positions 87
Increased Positions 330
Decreased Positions 261
Positions with Activity 591
Sold Out Positions 59
Total Mkt Value (in $ millions) 899

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

Sector Weighting

Basic Materials 1.07%
Capital Goods 1.78%
Conglomerates 0.11%
Consumer Cyclical 0.9%
Consumer/Non-Cyclical 4.69%
Energy 2.94%
Financial 61.44%
Healthcare 3.12%
Services 6%
Technology 4.43%
Transportation 0.72%
Utilities 1.48%

330 INCREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P500 ETF 25,653 2,023 8.56 127,952
UNITED DEV FDG IV COM 20,180 320 1.61 1,167,156
ISHARES INTERM CR BD ETF 12,846 4,092 46.74 118,637
ISHARES TR MSCI EAFE ETF 11,126 984 9.71 183,864
AT&T INC COM 10,790 1,158 12.02 322,654
GENERAL ELECTRIC CO COM 10,349 808 8.47 413,782
MONOGRAM RESIDENTIAL TR INC COM 7,611 1,311 20.81 820,100
ISHARES TR TIPS BD ETF 7,322 600 8.92 65,753
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 7,257 912 14.38 139,791
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 6,947 58 .85 197,821
APPLE INC COM 6,916 .00 61,247
EXXON MOBIL CORP COM 6,772 177 2.68 90,476
VANGUARD INDEX FDS MCAP GR IDXVIP 6,623 30 .46 64,480
VANGUARD BD INDEX FD INC TOTAL BND MRKT 6,540 129 2.02 80,238
WELLS FARGO & CO NEW COM 6,255 727 13.15 115,761
COHEN & STEERS SLT PFD INCM FD COM 6,174 190 3.18 258,992
FIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETF 6,100 1,150 23.24 258,494
PROCTER & GAMBLE CO COM 5,995 308 5.42 83,866
GOOGLE INC CL C 5,963 668 12.61 9,352
SCHWAB STRATEGIC TR INTL EQTY ETF 5,859 3,093 111.84 203,224


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