usca ria llc
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Contact Information
usca ria llc
1330 POST OAK BLVD STE 900
HOUSTON TX 77056
Business Phone: 713-366-0522 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $188,809,556 [1]Prior Market Value: $182,389,290 New Purchases: 75 stocks Additional Purchases: 179 stocks Sold out of: 62 stocks Reduced holdings in: 117 stocks Top 10 Holdings %: 28.93% [1] - 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 Enterprise Products Partners LP 9.03% iShares Barclays Aggregate Bond 2.94% Main Street Capital Corporation 2.64% Exxon Mobil Corp. 2.6% Linn Energy, LLC 2.52% Major new positions on 03/31/2013 Stock % of Portfolio Market Vectors Investment Grade Floating Rate ETF 0.52% Nuveen Municipal High Income Opportunity Fund 0.38% AllianceBernstein National Municipal Income Fund, Inc 0.37% ABBVIE INC. 0.33% Lorillard, Inc. 0.31%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio Vanguard Total Bond Market ETF 4.97% Plains All American Pipeline LP 2.03% Kinder Morgan Energy Partners LP 1.34% Technology Select Sector SPDR 0.65% Financial Select Sector SPDR 0.64% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-15 Form 13F-HR 2013-02-15 Form 13F-HR 2012-11-19 Form 13F-HR/A 2012-09-12 Form 13F-HR 2012-08-20