VSR FINANCIAL SERVICES, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 630
New Positions 64
Increased Positions 366
Decreased Positions 224
Positions with Activity 590
Sold Out Positions 44
Total Mkt Value (in $ millions) 849

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

Sector Weighting

Basic Materials 1.8%
Capital Goods 1.89%
Conglomerates 0.13%
Consumer Cyclical 0.78%
Consumer/Non-Cyclical 5.4%
Energy 3.96%
Financial 61%
Healthcare 2.82%
Services 6.92%
Technology 4.74%
Transportation 0.99%
Utilities 2.04%

630 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
OMEGA HEALTHCARE INVS INC COM 1,097 21 2 27,595
DIGITAL RLTY TR INC COM 1,096 16 1.46 16,384
FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 1,092 -275 (20.12) 17,484
ARTESIAN RESOURCES CORP CL A 1,075 233 27.64 48,485
KELLOGG CO COM 1,072 177 19.72 16,003
CISCO SYS INC COM 1,071 41 3.97 37,782
DUKE ENERGY CORP NEW COM NEW 1,067 -14 (1.27) 12,435
FIRST TR S&P REIT INDEX FD COM 1,063 -95 (8.18) 47,243
PENTAIR PLC SHS 1,061 14 1.30 15,802
SCHWAB STRATEGIC TR INTL EQTY ETF 1,058 -47 (4.27) 35,870
VANGUARD INDEX FDS S&P 500 ETF SHS 1,040 808 348.35 5,443
BANK AMER CORP COM 1,038 -45 (4.16) 57,706
ENSCO PLC SHS CLASS A 1,030 -387 (27.31) 33,766
AMGEN INC COM 1,008 39 4.05 6,165
CVS HEALTH CORP COM 1,006 38 3.97 10,240
TEVA PHARMACEUTICAL INDS LTD ADR 990 -25 (2.5) 17,310
BRISTOL MYERS SQUIBB CO COM 988 71 7.77 16,582
FIRST TR NASDAQ100 TECH INDEX SHS 982 982 New 22,046
FIRST TR LRGE CP CORE ALPHA FD COM SHS 979 -130 (11.75) 21,202
POWERSHARES ETF TR II S&P500 LOW VOL 977 16 1.67 25,328


Latest News Headlines

View All
Create your free portfolio