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) 735

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

Sector Weighting

Basic Materials 2.38%
Capital Goods 1.06%
Conglomerates 0.11%
Consumer Cyclical 0.76%
Consumer/Non-Cyclical 3.68%
Energy 6.36%
Financial 63.2%
Healthcare 3.01%
Services 7.33%
Technology 5.09%
Transportation 0.93%
Utilities 2.28%

640 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 10,410 -35,151 (77.15) 52,651
ISHARES CORE S&P500 ETF 19,665 -16,259 (45.26) 98,850
VANGUARD INDEX FDS TOTAL STK MKT 25,320 -15,760 (38.36) 247,894
EXXON MOBIL CORP COM 12,055 -13,339 (52.53) 117,343
ISHARES RUS MID-CAP ETF 12,331 -10,723 (46.51) 76,780
SPIRIT RLTY CAP INC NEW COM 4,507 -9,010 (66.66) 393,280
AT&T INC COM 7,032 -8,305 (54.15) 194,409
BERKSHIRE HATHAWAY INC DEL CL B NEW 6,919 -7,455 (51.87) 53,935
PROCTER & GAMBLE CO COM 5,135 -7,403 (59.04) 63,752
COHEN & STEERS SLT PFD INCM FD COM 6,292 -7,319 (53.77) 243,497
ISHARES SP SMCP600GR ETF 4,278 -7,274 (62.97) 36,749
ISHARES MSCI EAFE ETF 9,232 -7,060 (43.34) 136,008
POWERSHARES ETF TRUST II SENIOR LN PORT 5,504 -6,755 (55.1) 222,644
SPDR SER TR SHT TRM HGH YLD 5,195 -5,848 (52.96) 169,883
GENERAL ELECTRIC CO COM 6,456 -5,781 (47.24) 244,003
APPLE INC COM 5,515 -5,606 (50.41) 58,401
SPDR SERIES TRUST BRC CNV SECS ETF 6,617 -5,429 (45.07) 131,298
ISHARES CORE S&P SCP ETF 6,649 -5,412 (44.88) 61,024
WELLS FARGO & CO NEW COM 5,160 -5,343 (50.87) 100,619
ISHARES TIPS BD ETF 4,749 -5,330 (52.89) 41,192


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