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Institutional Investment Manager
LBA Wealth Management, LLC
LBA Wealth Management, LLC (CIK: 0001600566) incorporated in Florida, located at 501 Riverside Ave, Jacksonville, FL. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Original 13F HR (0001600566-14-000002) filed in 2014.05.01
#
Name
Shares
Value ($)
%
Options
Notes
1 YUM BRANDS INC 35 3 0.00%
2 YAHOO INC 185 7 0.01%
3 WISDOMTREE TR 3,800 177 0.14%
4 WISDOMTREE TR 125 9 0.01%
5 WENDYS CO 1,000 9 0.01%
6 WELLS FARGO & CO NEW 1,832 91 0.07%
7 WAL-MART STORES INC 15,248 1,165 0.95%
8 WADDELL & REED FINL INC 1,445 106 0.09%
9 VISA INC 30 6 0.00%
10 VERIZON COMMUNICATIONS INC 2,810 134 0.11%
11 VANGUARD WORLD FDS 1,150 52 0.04%
12 VANGUARD WORLD FDS 6,615 563 0.46%
13 VANGUARD WORLD FDS 150 17 0.01%
14 VANGUARD WORLD FDS 55 6 0.00%
15 VANGUARD WORLD FD 600 64 0.05%
16 VANGUARD WORLD FD 1,820 165 0.14%
17 VANGUARD TAX-MANAGED FDS 7,548 312 0.26%
18 VANGUARD SPECIALIZED FUNDS 17,053 1,283 1.05%
19 VANGUARD SCOTTSDALE FDS 26,000 2,079 1.70%
20 VANGUARD INTL EQUITY INDEX F 52,695 2,138 1.75%
21 VANGUARD INDEX FDS 80 6 0.00%
22 VANGUARD INDEX FDS 45 5 0.00%
23 VANGUARD BD INDEX FDS 125,140 10,160 8.32%
24 VALLEY NATL BANCORP 6,852 71 0.06%
25 VALERO ENERGY CORP NEW 55 3 0.00%
26 US BANCORP DEL 1,200 51 0.04%
27 UNUM GROUP 17,834 630 0.52%
28 UNITEDHEALTH GROUP INC 1,655 136 0.11%
29 UNITED TECHNOLOGIES CORP 9,414 1,100 0.90%
30 UNION PAC CORP 4,977 934 0.77%
31 UNILEVER N V 1,100 45 0.04%
32 TYSON FOODS INC 1,825 80 0.07%
33 TRAVELERS COMPANIES INC 12,510 1,065 0.87%
34 TOYOTA MOTOR CORP 100 11 0.01%
35 TOTAL SYS SVCS INC 3,850 117 0.10%
36 TIME WARNER INC 1,750 114 0.09%
37 THOMPSON CREEK METALS CO COM 1,000 2 0.00%
38 THERMO FISHER SCIENTIFIC INC 9,255 1,113 0.91%
39 TEXAS INSTRS INC 1,000 47 0.04%
40 TETRA TECH INC NEW 3,435 102 0.08%
41 TARGET CORP 14,799 895 0.73%
42 Spectra Energy Corp Com 1,300 48 0.04%
43 Spdr Ser Tr Nuveen Barcl 162,100 3,932 3.22%
44 SUNTRUST BKS INC 82 3 0.00%
45 STRYKER CORP 35 3 0.00%
46 STERICYCLE INC 965 110 0.09%
47 STATE STR CORP 80 6 0.00%
48 SPIRIT AIRLS INC 1,870 111 0.09%
49 SPECTRANETICS CORP 1,507 46 0.04%
50 SPDR SERIES TRUST 100 3 0.00%
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