Contact Informationexcelsia, inc.
15 LAKE ST.
SAVANNAH GA 31411
Business Phone: 912-598-4032
13F Sector Allocation 03/31/2013
13F Activity for 03/31/2013
Market Value: $121,465,273 Prior Market Value: $117,907,087 New Purchases: 6 stocks Additional Purchases: 22 stocks Sold out of: 5 stocks Reduced holdings in: 16 stocks Top 10 Holdings %: 46.48%  - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification.
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio iShares JPMorgan USD Emerg Markets Bond 11.35% SPDR Gold Shares 9.53% iShares Barclays MBS Bond 4.12% Fifth Street Finance Corp. 3.92% WisdomTree Emerging Markets Equity Inc 3.59% Major new positions on 03/31/2013 Stock % of Portfolio El Paso Pipeline Partners, L.P. 2.59% Linn Energy, LLC 2.31% Baker Hughes Incorporated 2.23% RLI Corp. 1.23% Terra Nitrogen Company, L.P. 0.93% Major positions closed on 03/31/2013 Stock Prior % of Portfolio Caterpillar Inc. 2.09% Procter & Gamble Co. 2.04% ConocoPhillips 1.62% UBS E-TRACS Alerian MLP Infrastrctr ETN 1.57% VRINGO, INC. 0.12%
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-02 Form 13F-HR 2013-02-01 Form 13F-HR 2012-11-07 Form 13F-HR 2012-07-30 Form 13F-HR 2012-05-10
Recent News Around the Web
- Q4 2011 13F Update - 02/15/2012