0001372365-15-000005.txt : 20150429 0001372365-15-000005.hdr.sgml : 20150429 20150428174438 ACCESSION NUMBER: 0001372365-15-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150429 DATE AS OF CHANGE: 20150428 EFFECTIVENESS DATE: 20150429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EXCELSIA, INC. CENTRAL INDEX KEY: 0001372365 IRS NUMBER: 510442950 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14612 FILM NUMBER: 15800882 BUSINESS ADDRESS: STREET 1: 24 DRAYTON STREET STREET 2: SUITE 501 CITY: SAVANNAH STATE: GA ZIP: 31401 BUSINESS PHONE: 912-598-4032 MAIL ADDRESS: STREET 1: 24 DRAYTON STREET STREET 2: SUITE 501 CITY: SAVANNAH STATE: GA ZIP: 31401 FORMER COMPANY: FORMER CONFORMED NAME: DRAUGHN PARTNERS, INC. DATE OF NAME CHANGE: 20060810 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001372365 XXXXXXXX 03-31-2015 03-31-2015 EXCELSIA, INC.

24 DRAYTON STREET SUITE 501 SAVANNAH GA 31401

13F HOLDINGS REPORT 028-14612 N Shirley Winters 912-598-4032 Shirley Winters Savannah GA 04-28-2015 0 25 51919 false INFORMATION TABLE 2 excelsia13f1q2015.xml BLACKSTONE GROUP L P COM UNIT COM 09253U108 1252 32188 SH SOLE 4351 0 27837 CHEVRON CORP NEW COM COM 166764100 1276 12151 SH SOLE 4404 0 7747 EXXON MOBIL CORP COM 30231g102 1703 20040 SH SOLE 4987 0 15053 PEPSICO INC COM COM 713448108 1482 15495 SH SOLE 5415 0 10080 AGNICO EAGLE MINES LTD COM ADR 008474108 498 17815 SH SOLE 6011 0 11804 BARRICK GOLD CORP COM ISIN#CA0 ADR 067901108 307 28023 SH SOLE 4775 0 23248 BHP BILLITON LIMITED SPONSORED ADR 088606108 928 19960 SH SOLE 1494 0 18466 GLAXOSMITHKLINE PLC SPONS ADR ADR 37733W105 754 16342 SH SOLE 6802 0 9540 GOLDCORP INC NEW COM ISIN#CA38 ADR 380956409 664 36651 SH SOLE 3987 0 32664 POTASH CORP SASK INC F ADR 73755l107 1365 42323 SH SOLE 13667 0 28656 RIO TINTO PLC SPONSORED ADR IS ADR 767204100 1226 29612 SH SOLE 8095 0 21517 BUCKEYE PARTNERS LP LP LTD 118230101 2558 33867 SH SOLE 12220 0 21647 MARKWEST ENERGY PARTNERS L P U LTD 570759100 1031 15594 SH SOLE 4716 0 10878 TEEKAY LNG PARTNERS L P PARTNE LTD Y8564M105 683 18286 SH SOLE 7565 0 10721 ALPS ALERIAN MLP ETF ETF 00162q866 4133 249448 SH SOLE 91848 0 157600 ISHARES SELECT DIVIDEND ETF ETF 464287168 6133 78694 SH SOLE 28695 0 49999 ISHARES TR MSCI EAFE ETF ETF 464287465 2138 33313 SH SOLE 11963 0 21350 MARKET VECTORS ETF TR AGRIBUSI ETF 57060U605 1434 26749 SH SOLE 6399 0 20350 MARKET VECTORS ETF TR GOLD MIN ETF 57060U100 245 13410 SH SOLE 978 0 12432 POWERSHARES BUYBACK ACHIEVERS ETF 73935x286 5463 110789 SH SOLE 36427 0 74362 PWRSHRS DWA TECHNOLOGY MNTM ET ETF 73935x344 2431 59164 SH SOLE 20930 0 38234 SCHWAB STRATEGIC TR US REIT ET ETF 808524847 2441 60203 SH SOLE 18903 0 41300 VANGUARD HEALTH CARE ETF ETF 92204a504 1636 12075 SH SOLE 5765 0 6310 ISHARES IBOXX INVT GRADE BOND ETF 464287242 7775 63879 SH SOLE 14308 0 49571 FIFTH ST FIN CORP COM OTH 31678A103 2365 323953 SH SOLE 105569 0 218384