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APPROPRIATE BALANCE FINANCIAL SERVICES INC. just filed a portfolio update (also known as a 13-F), dated April 22, 2016. The portfolio holdings are as of March 31, 2016.

APPROPRIATE BALANCE FINANCIAL SERVICES INC. reported adding to its positions of:

  • Incorporated
  • Alphabet Holding Company, Inc.

Positions in the following companies appear to have been reduced:

  • VOIP, Inc.
  • vTv Therapeutics Inc.
  • UAN Power Corp.
  • Tesla Motors
  • Starbucks Corporation
  • Standard Parking Corporation
  • S&P Quality Rankings Glbl Equ Mngd Tr
  • Inc
  • PowerShares QQQ Trust
  • Palo Alto Networks
  • ONYX Pharmaceuticals
  • Netflix
  • Microsoft Corporation
  • Core Resource Management, Inc.
  • iShares Trust iShares MSCI All Country Asia Information Techno
  • Facebook
  • Walt Disney Company (The)
  • Amazonas Florestal Ltd

It would appear as though APPROPRIATE BALANCE FINANCIAL SERVICES INC. sold all of its holdings in:

  • Vanguard Short Term Government Bond ETF
  • Dr Pepper Snapple Group
  • Select Asset Inc.

Brand new positions appear to have been established in:

  • Vanguard Energy Corporation
  • Consumer Portfolio Services
  • Oppenheimer Holdings
  • PayPal Holdings, Inc.
  • iTeknik Holding Corporation
  • Intuitive Surgical
  • Select Asset Inc.

Keep in mind, however, that typos are common in public filings, and that CUSIP numbers may not be accurate. Please verify the filing directly for confirmation of the above information.

To see APPROPRIATE BALANCE FINANCIAL SERVICES INC.'s latest available portfolio, click here.