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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 (2015Q1)
Portfolio Summary: 315 holdings with a total value of $158,618,000.
#
Name
Shares
Value ($)
%
Options
Notes
301 GILEAD SCIENCES INC 18,185 1,784,000 1.12%
302 SPDR S&P 500 ETF TR 8,966 1,851,000 1.17%
303 ISHARES TR 19,437 1,923,000 1.21%
304 CVS HEALTH CORP 19,180 1,980,000 1.25%
305 APPLE INC 19,284 2,400,000 1.51%
306 VANGUARD INTL EQUITY INDEX F 61,112 2,498,000 1.57%
307 ISHARES TR 46,370 2,976,000 1.88%
308 ISHARES TR 80,084 3,214,000 2.03%
309 Spdr Ser Tr Nuveen Barcl 209,100 5,085,000 3.21%
310 ISHARES TR 47,944 5,342,000 3.37%
311 ISHARES TR 43,073 6,546,000 4.13%
312 VANGUARD SCOTTSDALE FDS 113,548 9,108,000 5.74%
313 ISHARES TR 100,830 10,641,000 6.71%
314 VANGUARD BD INDEX FDS 241,955 20,172,000 12.72%
315 SPDR S&P MIDCAP 400 ETF TR 74,733 20,719,000 13.06%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001600566-15-000002, filed 2015.05.01).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.