Excelsia Investment Advisors

Latest statistics and disclosures from Excelsia's latest quarterly 13F-HR filing:

Portfolio Holdings for Excelsia

Excelsia holds 18 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares IBoxx $ Invest Grade Corp Bd (LQD) 20.9 $9.9M +34% 86k 115.72
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iShares Dow Jones Select Dividend (DVY) 15.7 $7.5M +26% 99k 75.15
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Powershares Etf Trust dyna buybk ach 11.8 $5.6M +3% 115k 48.61
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Alerian Mlp Etf 11.3 $5.4M +38% 346k 15.56
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Vanguard Health Care ETF (VHT) 5.8 $2.7M +61% 20k 139.96
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PowerShares Dynamic Tech Sec 5.5 $2.6M +4% 62k 42.52
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Buckeye Partners 5.1 $2.4M -2% 33k 73.93
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iShares MSCI EAFE Index Fund (EFA) 4.3 $2.1M -2% 33k 63.49
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Exxon Mobil Corporation (XOM) 3.5 $1.7M 20k 83.19
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Market Vectors Agribusiness 3.5 $1.6M +10% 30k 55.13
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Potash Corp. Of Saskatchewan I 2.7 $1.3M -2% 41k 30.98
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Blackstone 2.5 $1.2M -10% 29k 40.86
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MarkWest Energy Partners 1.7 $819k -6% 15k 56.39
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GlaxoSmithKline 1.5 $694k 17k 41.68
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BHP Billiton (BHP) 1.4 $674k -17% 17k 40.71
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Goldcorp 1.1 $533k -10% 33k 16.19
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Teekay Lng Partners 1.1 $520k -11% 16k 32.23
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Market Vectors Gold Miners ETF 0.4 $201k -15% 11k 17.79
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Past Filings by Excelsia

SEC 13F filings are viewable for Excelsia going back to 2011