Kms Financial Services
Latest statistics and disclosures from Kms Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, AAPL, BRK.B, VYM, BSV, and represent 16.48% of Kms Financial Services's stock portfolio.
- Added to shares of these 10 stocks: EPD, AAPL, BSV, VYM, BND, VUG, INTC, SPY, HDV, Proshs Ultrashrt S&p500 Prosha etf.
- Started 30 new stock positions in Corp Res Svcs, American Cap Sr Floating, VMBS, Penn West Energy Trust, SBI, C, SURE, NGP Capital Resources Company, EPI, Global X Fds gblx uranium.
- Reduced shares in these 10 stocks: DFP, IWV, , SLV, PowerShares QQQ Trust, Series 1, Google Inc Class C, MU, , IVV, XLF.
- Sold out of its positions in AMKR, BNS, Clyme US Cptl Mkts Mco Trm Fxd Idx, Credit Suisse Nassau Brh invrs vix sterm, CurrencyShares Australian Dollar Trust, DLR, E, ETJ, FFNW, DFP.
- Kms Financial Services was a net buyer of stock by $21M.
- Kms Financial Services has $706M in assets under management (AUM), dropping by 1.40%.
- Central Index Key (CIK): 0001580308
Portfolio Holdings for Kms Financial Services
Kms Financial Services holds 541 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Kms Financial Services has 541 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Kms Financial Services Sept. 30, 2014 positions
- Download the Kms Financial Services September 2014 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Growth ETF (VUG) | 4.7 | $33M | +4% | 333k | 99.67 |
|
Apple (AAPL) | 3.6 | $25M | +8% | 263k | 95.80 |
|
Berkshire Hathaway (BRK.B) | 3.0 | $21M | 153k | 138.25 |
|
|
Vanguard High Dividend Yield ETF (VYM) | 2.6 | $19M | +8% | 278k | 66.41 |
|
Vanguard Short-Term Bond ETF (BSV) | 2.6 | $18M | +11% | 229k | 80.12 |
|
Vanguard Dividend Appreciation ETF (VIG) | 2.3 | $16M | 213k | 76.92 |
|
|
Vanguard Total Bond Market ETF (BND) | 1.8 | $13M | +11% | 156k | 81.89 |
|
Johnson & Johnson (JNJ) | 1.7 | $12M | +7% | 114k | 106.63 |
|
General Electric Company | 1.5 | $11M | +3% | 410k | 25.60 |
|
Microsoft Corporation (MSFT) | 1.4 | $9.8M | 228k | 43.14 |
|
|
At&t (T) | 1.3 | $9.1M | +3% | 259k | 35.18 |
|
Verizon Communications (VZ) | 1.3 | $9.0M | +2% | 179k | 50.15 |
|
Boeing Company (BA) | 1.0 | $7.2M | +5% | 56k | 128.21 |
|
Chevron Corporation (CVX) | 0.9 | $6.7M | +3% | 56k | 119.18 |
|
McDonald's Corporation (MCD) | 0.9 | $6.4M | +2% | 68k | 94.98 |
|
Vanguard Total Stock Market ETF (VTI) | 0.9 | $6.4M | -7% | 63k | 101.24 |
|
Coca-Cola Company (KO) | 0.9 | $6.3M | 148k | 42.54 |
|
|
Exxon Mobil Corporation (XOM) | 0.9 | $6.2M | +2% | 62k | 100.23 |
|
Procter & Gamble Company (PG) | 0.8 | $5.7M | +19% | 68k | 83.06 |
|
Enterprise Products Partners (EPD) | 0.7 | $5.2M | +102% | 128k | 40.30 |
|
iShares S&P 500 Index (IVV) | 0.7 | $5.0M | -10% | 25k | 197.94 |
|
Duke Energy (DUK) | 0.7 | $4.7M | +9% | 63k | 74.80 |
|
Spdr S&p 500 Etf (SPY) | 0.7 | $4.7M | +34% | 24k | 197.00 |
|
Reynolds American | 0.7 | $4.7M | 79k | 59.30 |
|
|
3M Company (MMM) | 0.7 | $4.6M | +2% | 32k | 142.55 |
|
JPMorgan Chase & Co. (JPM) | 0.6 | $4.5M | +9% | 75k | 60.22 |
|
Altria (MO) | 0.6 | $4.5M | 99k | 45.30 |
|
|
Starbucks Corporation (SBUX) | 0.6 | $4.5M | 57k | 77.97 |
|
|
Intel Corporation (INTC) | 0.6 | $4.3M | +37% | 139k | 31.37 |
|
Wells Fargo & Company (WFC) | 0.6 | $4.3M | +4% | 84k | 51.37 |
|
ConocoPhillips (COP) | 0.6 | $4.3M | +24% | 56k | 76.74 |
|
Raytheon Company | 0.6 | $4.2M | +6% | 41k | 101.61 |
|
Resource Capital | 0.6 | $4.2M | +5% | 857k | 4.87 |
|
Waste Management (WM) | 0.6 | $4.1M | +3% | 86k | 47.53 |
|
Kimberly-Clark Corporation (KMB) | 0.6 | $4.1M | 37k | 110.17 |
|
|
Lockheed Martin Corporation (LMT) | 0.6 | $4.1M | +6% | 22k | 186.92 |
|
Pepsi (PEP) | 0.6 | $4.1M | +4% | 45k | 91.25 |
|
0.6 | $4.1M | 6.9k | 591.84 |
|
||
Powershares Etf Trust dyna buybk ach | 0.6 | $4.0M | +2% | 90k | 44.74 |
|
PowerShares QQQ Trust, Series 1 | 0.5 | $3.8M | -21% | 40k | 94.34 |
|
Schwab Strategic Tr us dividend eq (SCHD) | 0.5 | $3.8M | +10% | 97k | 38.56 |
|
Caterpillar (CAT) | 0.5 | $3.7M | 35k | 104.21 |
|
|
Philip Morris International (PM) | 0.5 | $3.7M | -3% | 44k | 82.94 |
|
Ford Motor Company (F) | 0.5 | $3.6M | +4% | 234k | 15.34 |
|
Berkshire Hathaway (BRK.A) | 0.5 | $3.5M | 17.00 | 206882.35 |
|
|
Jp Morgan Alerian Mlp Index | 0.5 | $3.6M | +2% | 67k | 53.08 |
|
iShares Russell 1000 Value Index (IWD) | 0.5 | $3.5M | +7% | 35k | 100.10 |
|
Vanguard REIT ETF (VNQ) | 0.5 | $3.5M | -6% | 48k | 71.84 |
|
Facebook Inc cl a (META) | 0.5 | $3.4M | +5% | 45k | 76.92 |
|
Eli Lilly & Co. (LLY) | 0.5 | $3.4M | 52k | 65.22 |
|
|
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.5 | $3.3M | +24% | 120k | 27.65 |
|
Powershares Etf Trust Ii | 0.5 | $3.2M | 90k | 35.88 |
|
|
Wal-Mart Stores (WMT) | 0.4 | $3.1M | 41k | 76.83 |
|
|
SPDR Gold Trust (GLD) | 0.4 | $3.1M | 26k | 118.50 |
|
|
Visa (V) | 0.4 | $3.0M | -3% | 14k | 215.91 |
|
iShares S&P MidCap 400 Index (IJH) | 0.4 | $3.1M | -3% | 23k | 136.20 |
|
iShares S&P SmallCap 600 Index (IJR) | 0.4 | $3.0M | 29k | 104.51 |
|
|
Merck & Co (MRK) | 0.4 | $3.0M | +33% | 50k | 59.58 |
|
Vanguard Europe Pacific ETF (VEA) | 0.4 | $2.9M | 73k | 39.83 |
|
|
Kraft Foods | 0.4 | $2.8M | +5% | 50k | 55.84 |
|
Amazon (AMZN) | 0.4 | $2.7M | +14% | 5.4k | 500.00 |
|
iShares Dow Jones Select Dividend (DVY) | 0.4 | $2.7M | +6% | 37k | 74.02 |
|
Energy Select Sector SPDR (XLE) | 0.4 | $2.5M | 28k | 90.63 |
|
|
Bristol Myers Squibb (BMY) | 0.3 | $2.5M | +11% | 46k | 54.55 |
|
BP Prudhoe Bay Royalty Trust (BPT) | 0.3 | $2.5M | +18% | 26k | 94.21 |
|
Vanguard Emerging Markets ETF (VWO) | 0.3 | $2.4M | -9% | 57k | 41.83 |
|
Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.3 | $2.4M | +3% | 45k | 53.53 |
|
Colgate-Palmolive Company (CL) | 0.3 | $2.3M | +7% | 36k | 63.58 |
|
Kinder Morgan (KMI) | 0.3 | $2.3M | +29% | 62k | 37.31 |
|
Costco Wholesale Corporation (COST) | 0.3 | $2.2M | -6% | 19k | 118.13 |
|
Dominion Resources (D) | 0.3 | $2.3M | +2% | 33k | 69.15 |
|
GlaxoSmithKline | 0.3 | $2.2M | +19% | 48k | 46.48 |
|
Exelon Corporation (EXC) | 0.3 | $2.3M | 59k | 38.83 |
|
|
Goldman Sachs (GS) | 0.3 | $2.2M | 12k | 186.05 |
|
|
PowerShares Dynamic Pharmaceuticals | 0.3 | $2.2M | 34k | 63.66 |
|
|
Genuine Parts Company (GPC) | 0.3 | $2.1M | 24k | 87.70 |
|
|
Hershey Company (HSY) | 0.3 | $2.1M | -9% | 22k | 95.43 |
|
New York Community Ban | 0.3 | $2.1M | +3% | 133k | 15.87 |
|
iShares Russell 1000 Index (IWB) | 0.3 | $2.1M | 19k | 109.85 |
|
|
Plains All American Pipeline (PAA) | 0.3 | $2.1M | 36k | 58.87 |
|
|
Rydex S&P Equal Weight ETF | 0.3 | $2.1M | +20% | 27k | 76.92 |
|
Kinder Morgan Energy Partners | 0.3 | $2.1M | 26k | 80.00 |
|
|
U.S. Bancorp (USB) | 0.3 | $1.9M | 47k | 41.43 |
|
|
Consolidated Edison (ED) | 0.3 | $2.0M | +25% | 35k | 56.54 |
|
E.I. du Pont de Nemours & Company | 0.3 | $2.0M | 28k | 72.04 |
|
|
General Mills (GIS) | 0.3 | $2.0M | -7% | 40k | 50.45 |
|
International Business Machines (IBM) | 0.3 | $2.0M | +4% | 10k | 190.91 |
|
Clorox Company (CLX) | 0.3 | $2.0M | -4% | 21k | 94.42 |
|
ROYAL BK SCOTLAND Group Plc spon adr f | 0.3 | $1.9M | 75k | 25.86 |
|
|
Vanguard Small-Cap Value ETF (VBR) | 0.3 | $1.9M | 19k | 99.76 |
|
|
Ishares High Dividend Equity F (HDV) | 0.3 | $1.9M | +103% | 26k | 74.07 |
|
Home Depot (HD) | 0.3 | $1.8M | +49% | 21k | 88.44 |
|
Pfizer (PFE) | 0.3 | $1.9M | +24% | 63k | 29.57 |
|
Health Care REIT | 0.3 | $1.8M | +4% | 30k | 62.11 |
|
Energy Transfer Partners | 0.3 | $1.8M | +3% | 28k | 64.43 |
|
SPDR KBW Regional Banking (KRE) | 0.3 | $1.9M | +3% | 49k | 37.85 |
|
ConAgra Foods (CAG) | 0.2 | $1.8M | +15% | 54k | 33.05 |
|
iShares Russell 1000 Growth Index (IWF) | 0.2 | $1.7M | +23% | 19k | 92.05 |
|
Mondelez Int (MDLZ) | 0.2 | $1.7M | +7% | 49k | 35.33 |
|
Abbott Laboratories (ABT) | 0.2 | $1.7M | 42k | 41.16 |
|
|
Nike (NKE) | 0.2 | $1.7M | +21% | 19k | 89.44 |
|
Target Corporation (TGT) | 0.2 | $1.7M | +16% | 27k | 62.72 |
|
Paccar (PCAR) | 0.2 | $1.7M | +18% | 19k | 90.91 |
|
iShares Russell 3000 Index (IWV) | 0.2 | $1.7M | -51% | 15k | 116.79 |
|
Health Care SPDR (XLV) | 0.2 | $1.6M | +21% | 21k | 76.92 |
|
American Electric Power Company (AEP) | 0.2 | $1.6M | +4% | 31k | 52.17 |
|
Realty Income (O) | 0.2 | $1.6M | 39k | 41.10 |
|
|
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.2 | $1.6M | +127% | 18k | 91.92 |
|
Tesla Motors (TSLA) | 0.2 | $1.6M | +2% | 6.6k | 242.69 |
|
iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $1.7M | 15k | 111.53 |
|
|
Bank of America Corporation (BAC) | 0.2 | $1.5M | -4% | 89k | 17.05 |
|
Amgen (AMGN) | 0.2 | $1.5M | +28% | 13k | 120.40 |
|
Vanguard Intermediate-Term Bond ETF (BIV) | 0.2 | $1.5M | -20% | 19k | 83.67 |
|
Vanguard Mid-Cap Value ETF (VOE) | 0.2 | $1.5M | 18k | 84.92 |
|
|
Campbell Soup Company (CPB) | 0.2 | $1.5M | 36k | 42.31 |
|
|
Brookfield Infrastructure Part (BIP) | 0.2 | $1.5M | 39k | 38.00 |
|
|
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $1.5M | +120% | 38k | 39.53 |
|
Brookfield Renewable energy partners lpu (BEP) | 0.2 | $1.5M | +4% | 49k | 30.47 |
|
Doubleline Income Solutions (DSL) | 0.2 | $1.5M | -16% | 68k | 21.65 |
|
Allianzgi Conv & Income Fd I | 0.2 | $1.4M | +11% | 153k | 9.13 |
|
Annaly Capital Management | 0.2 | $1.3M | +2% | 126k | 10.68 |
|
Walt Disney Company (DIS) | 0.2 | $1.3M | +14% | 15k | 88.70 |
|
Norfolk Southern (NSC) | 0.2 | $1.3M | -2% | 12k | 111.59 |
|
CVS Caremark Corporation (CVS) | 0.2 | $1.4M | +3% | 18k | 76.92 |
|
Gilead Sciences (GILD) | 0.2 | $1.4M | +27% | 13k | 105.56 |
|
British American Tobac (BTI) | 0.2 | $1.4M | -3% | 12k | 113.09 |
|
iShares Silver Trust (SLV) | 0.2 | $1.4M | -43% | 65k | 20.98 |
|
Schlumberger (SLB) | 0.2 | $1.2M | +37% | 11k | 110.56 |
|
iShares Russell 2000 Index (IWM) | 0.2 | $1.3M | +96% | 11k | 110.53 |
|
iShares S&P 500 Value Index (IVE) | 0.2 | $1.3M | +2% | 14k | 90.04 |
|
Vanguard Small-Cap ETF (VB) | 0.2 | $1.2M | -7% | 11k | 110.62 |
|
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $1.3M | +5% | 16k | 79.88 |
|
Rydex S&P 500 Pure Growth ETF | 0.2 | $1.2M | 16k | 77.19 |
|
|
Cisco Systems (CSCO) | 0.2 | $1.2M | -8% | 46k | 25.16 |
|
Mattel (MAT) | 0.2 | $1.2M | -2% | 40k | 29.41 |
|
Royal Dutch Shell | 0.2 | $1.2M | 16k | 76.10 |
|
|
Qualcomm (QCOM) | 0.2 | $1.2M | -4% | 16k | 78.01 |
|
Netflix (NFLX) | 0.2 | $1.2M | -9% | 2.7k | 451.02 |
|
Chicago Bridge & Iron Company | 0.2 | $1.2M | +12% | 21k | 57.08 |
|
Magellan Midstream Partners | 0.2 | $1.2M | -4% | 14k | 84.16 |
|
iShares Russell Midcap Value Index (IWS) | 0.2 | $1.2M | -14% | 18k | 70.00 |
|
Gas Nat | 0.2 | $1.2M | +2% | 103k | 11.81 |
|
First Trust Morningstar Divid Ledr (FDL) | 0.2 | $1.2M | 52k | 23.39 |
|
|
MetLife (MET) | 0.2 | $1.2M | +2% | 21k | 53.75 |
|
Unilever (UL) | 0.2 | $1.2M | +8% | 28k | 41.85 |
|
Greenbrier Companies (GBX) | 0.2 | $1.1M | -7% | 15k | 73.36 |
|
iShares Dow Jones Transport. Avg. (IYT) | 0.2 | $1.1M | 4.4k | 250.00 |
|
|
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) | 0.2 | $1.1M | +9% | 96k | 11.59 |
|
Novartis (NVS) | 0.1 | $1.1M | +8% | 12k | 94.39 |
|
Southern Company (SO) | 0.1 | $1.1M | +19% | 25k | 43.25 |
|
iShares Lehman Aggregate Bond (AGG) | 0.1 | $1.0M | -4% | 9.4k | 109.08 |
|
Vanguard Value ETF (VTV) | 0.1 | $1.1M | -8% | 13k | 81.22 |
|
Vanguard Consumer Staples ETF (VDC) | 0.1 | $1.1M | +7% | 9.1k | 117.49 |
|
Claymore Exchange-traded Fd gugg crp bd 2016 | 0.1 | $1.0M | +10% | 46k | 22.33 |
|
United Parcel Service (UPS) | 0.1 | $1.0M | +2% | 10k | 97.16 |
|
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $968k | -16% | 16k | 62.50 |
|
Entergy Corporation (ETR) | 0.1 | $974k | +14% | 13k | 77.30 |
|
iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $1.0M | +14% | 10k | 100.00 |
|
iShares S&P 1500 Index Fund (ITOT) | 0.1 | $958k | 11k | 89.73 |
|
|
SPDR Barclays Capital High Yield B | 0.1 | $967k | +18% | 24k | 40.17 |
|
Claymore/Zacks Multi-Asset Inc Idx | 0.1 | $996k | +8% | 41k | 24.34 |
|
PIMCO Income Opportunity Fund | 0.1 | $976k | +11% | 35k | 27.59 |
|
Proshs Ultrashrt S&p500 Prosha etf | 0.1 | $988k | NEW | 40k | 24.66 |
|
American Express Company (AXP) | 0.1 | $940k | -2% | 11k | 87.18 |
|
Union Pacific Corporation (UNP) | 0.1 | $953k | +2% | 9.4k | 101.45 |
|
Linn Energy | 0.1 | $933k | -8% | 31k | 30.14 |
|
Abb (ABBNY) | 0.1 | $923k | -5% | 39k | 23.53 |
|
iShares S&P 500 Growth Index (IVW) | 0.1 | $915k | +97% | 8.6k | 106.93 |
|
SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $931k | -4% | 5.5k | 170.11 |
|
SPDR S&P Dividend (SDY) | 0.1 | $925k | +9% | 12k | 74.94 |
|
Canadian Natl Ry (CNI) | 0.1 | $844k | 12k | 70.56 |
|
|
Kinder Morgan Management | 0.1 | $829k | +4% | 11k | 75.00 |
|
Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $851k | +9% | 144k | 5.90 |
|
PowerShares Dynamic Basic Material | 0.1 | $861k | 16k | 55.27 |
|
|
SPDR Barclays Capital Aggregate Bo (SPAB) | 0.1 | $875k | -5% | 15k | 57.69 |
|
Vanguard Admiral Fds Inc cmn (IVOO) | 0.1 | $815k | 8.8k | 92.88 |
|
|
Duff & Phelps Global (DPG) | 0.1 | $878k | 41k | 21.28 |
|
|
Public Storage (PSA) | 0.1 | $794k | +4% | 4.9k | 163.27 |
|
Spectra Energy | 0.1 | $764k | +71% | 20k | 39.28 |
|
SYSCO Corporation (SYY) | 0.1 | $766k | +10% | 20k | 37.76 |
|
Precision Castparts | 0.1 | $752k | +4% | 3.2k | 236.78 |
|
Wynn Resorts (WYNN) | 0.1 | $802k | 4.3k | 187.16 |
|
|
Unitil Corporation (UTL) | 0.1 | $742k | 24k | 31.10 |
|
|
Senior Housing Properties Trust | 0.1 | $761k | -11% | 39k | 19.67 |
|
Pembina Pipeline Corp (PBA) | 0.1 | $757k | 18k | 42.14 |
|
|
Claymore Exchange-traded Fd gugg crp bd 2017 | 0.1 | $809k | +21% | 36k | 22.75 |
|
Power Reit (PW) | 0.1 | $759k | +8% | 75k | 10.16 |
|
Phillips 66 (PSX) | 0.1 | $811k | +2% | 10k | 78.57 |
|
Vodafone Group New Adr F (VOD) | 0.1 | $775k | -5% | 24k | 32.89 |
|
Plum Creek Timber | 0.1 | $728k | +4% | 19k | 39.03 |
|
Allstate Corporation (ALL) | 0.1 | $729k | +10% | 12k | 60.15 |
|
Deere & Company (DE) | 0.1 | $686k | -25% | 8.1k | 84.51 |
|
Total (TTE) | 0.1 | $678k | +3% | 11k | 64.53 |
|
EMC Corporation | 0.1 | $677k | -15% | 23k | 29.85 |
|
PowerShares DB Com Indx Trckng Fund | 0.1 | $703k | +5% | 30k | 23.21 |
|
Under Armour (UAA) | 0.1 | $673k | +29% | 9.7k | 69.08 |
|
AeroVironment (AVAV) | 0.1 | $683k | +7% | 23k | 30.08 |
|
Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $714k | 5.9k | 120.34 |
|
|
PowerShares Build America Bond Portfolio | 0.1 | $730k | +86% | 25k | 29.62 |
|
Pimco Income Strategy Fund II (PFN) | 0.1 | $728k | +12% | 69k | 10.53 |
|
Vanguard Energy ETF (VDE) | 0.1 | $682k | +6% | 5.2k | 131.05 |
|
Powershares Etf Tr Ii s^p smcp hc po | 0.1 | $676k | 12k | 55.07 |
|
|
Cbre Clarion Global Real Estat re (IGR) | 0.1 | $679k | +11% | 81k | 8.38 |
|
Covanta Holding Corporation | 0.1 | $643k | +206% | 30k | 21.23 |
|
PPG Industries (PPG) | 0.1 | $620k | +2% | 2.5k | 250.00 |
|
Johnson Controls | 0.1 | $643k | -8% | 15k | 44.03 |
|
Timken Company (TKR) | 0.1 | $645k | 15k | 42.39 |
|
|
Sturm, Ruger & Company (RGR) | 0.1 | $641k | +9% | 13k | 48.68 |
|
Hilltop Holdings (HTH) | 0.1 | $645k | -40% | 32k | 20.06 |
|
Industrial SPDR (XLI) | 0.1 | $659k | -4% | 12k | 53.11 |
|
Consolidated Communications Holdings (CNSL) | 0.1 | $649k | +4% | 26k | 25.04 |
|
iShares Russell Midcap Index Fund (IWR) | 0.1 | $662k | 4.2k | 158.34 |
|
|
Silver Wheaton Corp | 0.1 | $600k | -5% | 20k | 29.63 |
|
Utilities SPDR (XLU) | 0.1 | $625k | -2% | 15k | 42.07 |
|
Templeton Global Income Fund | 0.1 | $622k | +23% | 78k | 8.00 |
|
PowerShares Emerging Markets Sovere | 0.1 | $605k | -2% | 21k | 28.47 |
|
PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 0.1 | $605k | +22% | 12k | 52.52 |
|
PowerShares Dyn Leisure & Entert. | 0.1 | $622k | 19k | 33.46 |
|
|
SPDR Dow Jones Global Real Estate (RWO) | 0.1 | $650k | +2% | 15k | 44.31 |
|
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.1 | $630k | -4% | 19k | 34.13 |
|
Cvr Partners Lp unit | 0.1 | $657k | +8% | 48k | 13.73 |
|
Claymore Exchange Trd Fd Tr gug bull2018 e | 0.1 | $618k | +37% | 29k | 21.13 |
|
Abbvie (ABBV) | 0.1 | $641k | -4% | 11k | 57.76 |
|
Oci Resources | 0.1 | $639k | +2% | 28k | 22.82 |
|
0.1 | $619k | +8% | 8.7k | 71.43 |
|
|
CSX Corporation (CSX) | 0.1 | $570k | +37% | 18k | 32.08 |
|
Cameco Corporation (CCJ) | 0.1 | $545k | 31k | 17.65 |
|
|
Automatic Data Processing (ADP) | 0.1 | $537k | +2% | 6.5k | 83.08 |
|
Nordstrom (JWN) | 0.1 | $587k | +39% | 8.6k | 68.57 |
|
Emerson Electric (EMR) | 0.1 | $546k | -4% | 8.7k | 62.59 |
|
Diageo (DEO) | 0.1 | $594k | -4% | 5.1k | 116.34 |
|
eBay (EBAY) | 0.1 | $584k | 11k | 52.32 |
|
|
Fastenal Company (FAST) | 0.1 | $544k | -4% | 12k | 46.61 |
|
El Paso Energy Cap Tr I pfd cv tr secs (EP.PC) | 0.1 | $531k | 9.3k | 57.10 |
|
|
CONSOL Energy | 0.1 | $557k | 15k | 37.88 |
|
|
Ares Capital Corporation (ARCC) | 0.1 | $569k | +42% | 35k | 16.17 |
|
EV Energy Partners | 0.1 | $548k | +5% | 15k | 35.48 |
|
HCP | 0.1 | $539k | 14k | 39.72 |
|
|
iShares S&P 100 Index (OEF) | 0.1 | $536k | +66% | 6.1k | 88.20 |
|
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $593k | -24% | 5.0k | 118.03 |
|
Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $544k | +28% | 12k | 45.15 |
|
Financial Select Sector SPDR (XLF) | 0.1 | $533k | -51% | 23k | 23.14 |
|
iShares MSCI EAFE Value Index (EFV) | 0.1 | $552k | +11% | 10k | 54.69 |
|
Franklin Templeton (FTF) | 0.1 | $589k | +14% | 48k | 12.37 |
|
iShares MSCI Canada Index (EWC) | 0.1 | $560k | 18k | 30.69 |
|
|
SPDR S&P Semiconductor (XSD) | 0.1 | $533k | 7.3k | 73.43 |
|
|
PowerShares Dynamic Indls Sec Port | 0.1 | $539k | +15% | 12k | 45.79 |
|
Powershares Senior Loan Portfo mf | 0.1 | $532k | +12% | 22k | 24.26 |
|
Wesco Aircraft Holdings | 0.1 | $583k | 34k | 17.40 |
|
|
Proshares Ultrashort 20+y Tr etf (TBT) | 0.1 | $538k | -6% | 9.6k | 56.29 |
|
Past Filings by Kms Financial Services
SEC 13F filings are viewable for Kms Financial Services going back to 2013
- Kms Financial Services 2014 Q3 restated filed Nov. 17, 2014
- Kms Financial Services 2014 Q3 filed Nov. 14, 2014
- Kms Financial Services 2014 Q2 filed Aug. 12, 2014
- Kms Financial Services 2014 Q1 restated filed Aug. 8, 2014
- Kms Financial Services 2014 Q1 filed May 9, 2014
- Kms Financial Services 2013 Q4 filed Feb. 10, 2014
- Kms Financial Services 2013 Q3 filed Oct. 25, 2013
- Kms Financial Services 2013 Q2 restated filed Aug. 15, 2013
- Kms Financial Services 2013 Q2 filed Aug. 6, 2013