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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 (2014Q2)
Original 13F HR (0001600566-14-000003) filed in 2014.07.24
#
Name
Shares
Value ($)
%
Options
Notes
1 Spdr Ser Tr Nuveen Barcl 166,100 4,041 3.29%
2 VANGUARD BD INDEX FDS 130,525 10,732 8.75%
3 ISHARES TR 87,044 3,763 3.07%
4 ISHARES TR 83,910 8,868 7.23%
5 SPDR S&P MIDCAP 400 ETF TR 79,236 20,646 16.83%
6 VANGUARD INTL EQUITY INDEX F 52,475 2,263 1.85%
7 ISHARES TR 51,193 35 0.03%
8 ISHARES TR 47,428 5,189 4.23%
9 CISCO SYS INC 44,205 1,098 0.90%
10 MICROSOFT CORP 39,224 1,636 1.33%
11 INTEL CORP 38,657 1,194 0.97%
12 E M C CORP MASS COM 34,880 919 0.75%
13 PFIZER INC 28,871 857 0.70%
14 VANGUARD SCOTTSDALE FDS 26,500 2,130 1.74%
15 JPMORGAN CHASE & CO 26,035 1,500 1.22%
16 GILEAD SCIENCES INC 21,570 1,788 1.46%
17 METLIFE INC 20,851 1,158 0.94%
18 EVERBANK FINL CORP COM 20,735 418 0.34%
19 APPLE INC 20,210 1,878 1.53%
20 CVS HEALTH CORP 18,520 1,396 1.14%
21 ISHARES TR 18,417 1,675 1.37%
22 VANGUARD SPECIALIZED FUNDS 18,403 1,435 1.17%
23 UNUM GROUP 18,034 627 0.51%
24 ISHARES TR 17,210 2,462 2.01%
25 LINCOLN NATL CORP IND 16,979 873 0.71%
26 WAL-MART STORES INC 15,298 1,148 0.94%
27 TARGET CORP 14,474 839 0.68%
28 FISERV INC 13,950 841 0.69%
29 ALLSTATE CORP 13,750 807 0.66%
30 DISNEY WALT CO 13,138 1,126 0.92%
31 EXXON MOBIL CORP 13,002 1,309 1.07%
32 CBS CORP NEW 12,860 799 0.65%
33 TRAVELERS COMPANIES INC 12,385 1,165 0.95%
34 ON SEMICONDUCTOR CORP 12,155 111 0.09%
35 PROCTER AND GAMBLE CO 12,117 952 0.78%
36 SELECT SECTOR SPDR TR 11,941 593 0.48%
37 CONOCOPHILLIPS 10,842 929 0.76%
38 PPL CORP 10,215 363 0.30%
39 UNION PAC CORP 10,024 1,000 0.82%
40 FIRST TR INTER DUR PFD & IN 9,550 218 0.18%
41 SPDR S&P 500 ETF TR 9,456 1,851 1.51%
42 THERMO FISHER SCIENTIFIC INC 9,280 1,095 0.89%
43 UNITED TECHNOLOGIES CORP 9,214 1,064 0.87%
44 Vaneck Vectors Gold 8,225 218 0.18%
45 BLACKSTONE GROUP L P 8,010 268 0.22%
46 NABORS INDUSTRIES LTD 7,925 233 0.19%
47 CHEVRON CORP NEW 7,690 1,004 0.82%
48 HARRIS CORP 7,655 580 0.47%
49 VANGUARD TAX-MANAGED FDS 7,548 321 0.26%
50 NVIDIA CORPORATION 7,350 136 0.11%
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