BKD Wealth Advisors

Latest statistics and disclosures from BKD Wealth Advisors's latest quarterly 13F-HR filing:

BKD Wealth Advisors portfolio companies for September 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
VEU Vanguard FTSE All-World ex-US ETF 14.51 -11.00% 1456012 48.60 50.70
IVV iShares S&P; 500 Index 8.20 +2.00% 236698 168.90 188.92
ISHARES TR MSCI Small Cap msci small cap 6.61 -3.00% 664446 48.51 0.00
PRF PowerShares FTSE RAFI US 1000 5.52 -12.00% 356418 75.49 85.07
IJH iShares S&P; MidCap 400 Index 4.89 +2.00% 192062 124.14 136.51
EFA iShares MSCI EAFE Index Fund 4.21 +7.00% 321966 63.80 67.79
VTI Vanguard Total Stock Market ETF 3.78 -14.00% 210471 87.65 97.59
F Ford Motor Company 3.54 1023496 16.87 16.20
DEM WisdomTree Emerging Markets Eq 3.52 331824 51.69 49.19
PXF PowerShares FTSE RAFI Developed Markets 2.75 -20.00% 322982 41.51 44.38
IWM iShares Russell 2000 Index 2.42 +6.00% 110639 106.61 114.63
JKHY Jack Henry & Associates 2.24 +3.00% 211612 51.66 54.90
Ishares Tr eafe min volat 1.92 153577 60.95 0.00
Ishares Tr usa min vo 1.63 238841 33.23 0.00
PRFZ PowerShares FTSE RAFI US 1500 Small-Mid 1.54 -18.00% 83999 89.54 98.16
SDY SPDR S&P; Dividend 1.29 +3.00% 91393 68.94 74.47
IWV iShares Russell 3000 Index 1.20 57656 101.13 112.60
XOM Exxon Mobil Corporation 0.73 41560 86.04 100.54
GE General Electric Company 0.66 +3.00% 135330 23.89 26.60
PEP Pepsi 0.64 +3.00% 39454 79.51 85.52
VWO Vanguard Emerging Markets ETF 0.63 +13.00% 76610 40.14 40.80
O'reilly Automotive 0.63 -6.00% 23922 127.58 0.00
CVX Chevron Corporation 0.62 -4.00% 24820 121.51 124.71
PG Procter & Gamble Company 0.62 +3.00% 39795 75.59 79.94
JNJ Johnson & Johnson 0.61 34285 86.69 100.42
Ishares Inc em mkt min vol 0.61 -13.00% 50903 58.72 0.00
EEM iShares MSCI Emerging Markets Indx 0.59 +17.00% 71194 40.76 41.17
CL Colgate-Palmolive Company 0.57 +20.00% 47110 59.31 66.13
CSCO Cisco Systems 0.54 -2.00% 111601 23.43 23.30
COP ConocoPhillips 0.54 38229 69.50 74.11
SLB Schlumberger 0.54 +3.00% 29543 88.35 102.62
UTX United Technologies Corporation 0.54 +3.00% 24351 107.80 119.71
MSFT Microsoft Corporation 0.53 +2.00% 78386 33.28 39.62
PFE Pfizer 0.53 +4.00% 90271 28.72 30.87
INTC Intel Corporation 0.52 110324 22.92 26.82
AAPL Apple 0.51 5235 476.79 530.49
WMT Wal-Mart Stores 0.50 32992 73.96 78.07
MMM 3M Company 0.50 +3.00% 20565 119.43 138.26
PXH PowerShares FTSE RAFI Emerging MarketETF 0.50 -48.00% 119676 20.30 19.99
CERN Cerner Corporation 0.49 45479 52.55 53.55
DIS Walt Disney Company 0.46 +2.00% 34882 64.50 79.27
JPM JPMorgan Chase & Co. 0.42 39962 51.70 55.86
CAT Caterpillar 0.42 +2.00% 24884 83.07 104.33
Accenture 0.42 -4.00% 27792 73.65 0.00
TROW T. Rowe Price 0.40 +3.00% 26924 71.94 81.32
CB Chubb Corporation 0.39 +4.00% 21132 89.25 90.71
APA Apache Corporation 0.39 -2.00% 22129 85.14 86.65
Ipath Dow Jones-aig Commodity 0.35 -20.00% 45987 37.25 0.00
SYY SYSCO Corporation 0.33 50540 31.84 36.40
WDC Western Digital 0.33 +14.00% 25721 63.41 90.87
IVW iShares S&P; 500 Growth Index 0.33 -5.00% 17943 89.34 99.85
IYZ iShares Dow Jones US Tele 0.33 58241 27.58 29.54
KBALB Kimball International 0.32 139185 11.09 18.09
APH Amphenol Corporation 0.32 +5.00% 19977 77.39 94.70
Directv 0.32 +5.00% 25915 59.77 0.00
CSX CSX Corporation 0.31 58755 25.73 28.15
LH Laboratory Corp. of America Holdings 0.30 -6.00% 14858 99.14 99.70
AFL AFLAC Incorporated 0.28 +103.00% 21952 62.00 62.67
WLP WellPoint 0.28 +5.00% 16299 83.62 94.41
IBM International Business Machines 0.27 +2.00% 7147 185.25 191.15
PM Philip Morris International 0.27 15005 86.57 83.83
VB Vanguard Small-Cap ETF 0.27 +20.00% 12685 102.48 111.92
BRK.B Berkshire Hathaway 0.26 11361 113.55 0.00
LIFE Life Technologies 0.25 +116.00% 16458 74.86 76.04
VSS Vanguard FTSE All Wld Ex USSml Cap 0.25 12452 99.34 107.64
USB U.S. Ban 0.24 31596 36.59 40.87
LNC Lincoln National Corporation 0.24 27890 41.99 48.78
OMC Omni 0.24 18317 63.44 68.46
IWR iShares Russell Midcap Index Fund 0.24 +15.00% 8361 139.10 154.66
MO Altria 0.23 +5.00% 32361 34.36 38.52
GSBC Great Southern Ban 0.23 40271 28.23 28.99
LEG Leggett & Platt 0.20 +2.00% 33059 30.16 33.32
VZ Verizon Communications 0.20 21242 46.65 47.63
KRE SPDR KBW Regional Banking 0.20 -3.00% 26703 35.65 40.00
IDU iShares Dow Jones US Utilities 0.20 10357 93.85 107.02
KO Coca-Cola Company 0.19 24802 37.86 40.69
CWI SPDR MSCI ACWI ex-US 0.19 27614 34.26 36.13
T AT&T; 0.18 -6.00% 25353 33.80 35.15
IWB iShares Russell 1000 Index 0.18 9225 94.20 105.17
TIP iShares Barclays TIPS Bond Fund 0.18 NEW 7929 112.62 113.43
MRK Merck & Co 0.17 -4.00% 17594 47.63 57.56
TEVA Teva Pharmaceutical Industries 0.16 +18.00% 20655 37.76 51.39
ITW Illinois Tool Works 0.16 +32.00% 10501 76.28 85.49
IYM iShares Dow Jones US Basic Mater. 0.16 +2.00% 10714 74.02 84.01
AMGN Amgen 0.15 6358 111.98 113.00
CLX Clorox Company 0.15 +47.00% 8698 81.74 89.12
HOMB Home BancShares 0.15 23760 30.39 34.55
XLB Materials SPDR 0.15 -15.00% 17061 42.03 47.72
Abbvie 0.15 16344 44.73 0.00
IJT iShares S&P; SmallCap 600 Growth 0.14 +107.00% 6527 108.32 117.77
MCD McDonald's Corporation 0.13 +3.00% 6341 96.20 99.57
ORCL Oracle Corporation 0.13 -2.00% 18800 33.19 39.97
TCLP TC Pipelines 0.13 13200 48.71 0.00
ETP Energy Transfer Partners 0.12 11567 52.04 56.07
KMP Kinder Morgan Energy Partners 0.12 7458 79.78 77.34
IYG iShares Dow Jones US Financial Svc. 0.12 +6.00% 8166 74.09 82.27
JTD Nuveen Tax-Advantaged Dividend Growth Fd 0.12 38717 14.62 15.64
Citi 0.12 +3.00% 11767 48.53 0.00
Mondelez Int 0.12 -2.00% 18990 31.44 0.00
ABT Abbott Laboratories 0.11 +4.00% 15740 33.16 38.67
DD E.I. du Pont de Nemours & Company 0.11 9426 58.56 67.32
AXP American Express Company 0.10 -49.00% 6265 75.50 87.18
BAC Bank of America Corporation 0.10 35918 13.81 16.32
YUM Yum! Brands 0.10 6928 71.45 75.48
BP BP 0.09 -2.00% 11020 42.01 48.83
WFC Wells Fargo & Company 0.09 10872 41.30 49.47
UNP Union Pacific Corporation 0.08 2511 155.32 192.33
GD General Dynamics Corporation 0.08 +16.00% 4682 87.57 110.28
GLD SPDR Gold Trust 0.08 +5.00% 2955 128.26 123.49
HRL Hormel Foods Corporation 0.08 8735 42.13 48.09
NMO Nuveen Munpl Markt Opp Fund 0.08 30721 12.27 13.07
Market Vectors Etf Tr busi devco etf 0.08 -28.00% 20000 20.55 0.00
GLW Corning Incorporated 0.07 +12.00% 22609 14.60 21.19
BAX Baxter International 0.07 -57.00% 5558 65.67 72.50
BMY Bristol Myers Squibb 0.07 7304 46.28 51.00
JCI Johnson Controls 0.07 -12.00% 7737 41.49 47.02
Enterprise Products Partners 0.07 5944 61.07 0.00
MFA MFA Mortgage Investments 0.07 46200 7.45 7.96
Kraft Foods 0.07 +5.00% 6062 52.46 0.00
HD Home Depot 0.06 -5.00% 3934 75.75 79.03
SPY SPDR S&P; 500 ETF 0.06 1623 168.21 187.72
BA Boeing Company 0.06 -40.00% 2565 117.35 130.20
AEP American Electric Power Company 0.06 6913 43.40 51.95
ABB ABB 0.06 +4.00% 11590 23.55 26.03
IWO iShares Russell 2000 Growth Index 0.06 +9.00% 2325 126.02 132.72
MUB iShares S&P; Natl AMTFr Mncpl Bd Fd 0.06 2578 104.34 107.79
Duke Energy 0.06 -2.00% 4420 66.74 0.00
CMCSA Comcast Corporation 0.05 5865 45.18 51.04
NSC Norfolk Southern 0.05 2925 77.26 94.58
FDO Family Dollar Stores 0.05 3076 72.17 57.45
CVS CVS Caremark Corporation 0.05 4152 56.84 73.38
UNH UnitedHealth 0.05 -11.00% 3186 71.56 75.55
LOW Lowe's Companies 0.05 4815 47.56 46.84
GOOG Google 0.05 257 875.49 531.00
MET MetLife 0.05 +8.00% 4790 46.97 52.04
IVE iShares S&P; 500 Value Index 0.05 2945 78.44 87.57
DVY iShares Dow Jones Select Dividend 0.05 3325 66.47 74.29
KMB Kimberly-Clark Corporation 0.04 -9.00% 2123 94.21 108.67
EMR Emerson Electric 0.04 -18.00% 3155 64.66 69.35
APC Anadarko Petroleum Corporation 0.04 NEW 2315 92.87 98.57
RDS.B Royal Dutch Shell 0.04 3045 68.97 0.00
ETR Entergy Corporation 0.04 -11.00% 3291 63.20 71.51
KSU Kansas City Southern 0.04 1946 109.46 101.32
GFED Guaranty Federal Bancshares 0.04 15000 12.00 12.46
Sch Us Mid-cap Etf etf 0.04 5775 34.63 0.00
PSEC Prospect Capital Corporation 0.03 NEW 14602 11.16 11.00
RSH RadioShack Corporation 0.02 29600 3.41 1.32
KEY Key 0.02 10007 11.39 13.72
VELTI PLC ST Helier shs 0.00 14000 0.36 0.00

Past 13F-HR SEC Filings for BKD Wealth Advisors

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