0001372365-15-000006.txt : 20150729 0001372365-15-000006.hdr.sgml : 20150729 20150729095020 ACCESSION NUMBER: 0001372365-15-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150729 DATE AS OF CHANGE: 20150729 EFFECTIVENESS DATE: 20150729 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: 151011395 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 06-30-2015 06-30-2015 EXCELSIA, INC.

24 DRAYTON STREET SUITE 501 SAVANNAH GA 31401

13F HOLDINGS REPORT 028-14612 Y Note: Effective 07/01/2015, all assets of Excelsia Inc. merged with BT Wealth Management, LLC. Future 13F filings with respect to any former Excelsia Inc. accounts will now be reported by BT Wealth Management, LLC. Shirley Winters 912-598-4032 Shirley Winters Savannah GA 07-28-2015 0 18 47485 false INFORMATION TABLE 2 excelsia13f2q2015.xml BLACKSTONE GROUP L P COM UNIT COM 09253U108 1182 28926 SH SOLE 4351 0 24575 EXXON MOBIL CORP COM 30231g102 1670 20075 SH SOLE 4987 0 15088 BHP BILLITON LTD SPONSORED ADR ADR 088606108 674 16557 SH SOLE 1137 0 15420 GLAXOSMITHKLINE PLC F ADR 1 AD ADR 37733w105 694 16651 SH SOLE 6802 0 9849 GOLDCORP INC NEW COM ISIN#CA38 ADR 380956409 533 32917 SH SOLE 3470 0 29447 POTASH CORP SASK INC F ADR 73755l107 1283 41419 SH SOLE 13667 0 27752 BUCKEYE PARTNERS LP LP LTD 118230101 2440 33006 SH SOLE 12111 0 20895 MARKWEST ENERGY PARTNERS L P U LTD 570759100 819 14525 SH SOLE 4716 0 9809 TEEKAY LNG PARTNERS L P PARTNE LTD Y8564M105 520 16135 SH SOLE 7565 0 8570 ALPS ALERIAN MLP ETF ETF 00162q866 5380 345777 SH SOLE 117166 0 228611 ISHARES MSCI EAFE ETF ETF 464287465 2068 32571 SH SOLE 11963 0 20608 ISHARES SELECT DIVIDEND ETF ETF 464287168 7465 99334 SH SOLE 33486 0 65848 MARKET VECTORS ETF TR AGRIBUSI ETF 57060U605 1636 29674 SH SOLE 10276 0 19398 MARKET VECTORS ETF TR GOLD MIN ETF 57060U100 201 11297 SH SOLE 764 0 10533 POWERSHARES BUYBACK ACHIEVERS ETF 73935x286 5600 115197 SH SOLE 39032 0 76165 PWRSHRS DWA TECHNOLOGY MNTM ET ETF 73935x344 2637 62025 SH SOLE 22024 0 40001 VANGUARD HEALTH CARE ETF ETF 92204a504 2734 19534 SH SOLE 6571 0 12963 ISHARES IBOXX INVT GRD BOND ET ETF 464287242 9949 85972 SH SOLE 23210 0 62762