BKD Wealth Advisors

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

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Positions held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for BKD Wealth Advisors

Companies in the BKD Wealth Advisors portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 33.2 $784M +2% 3.4M 227.67
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 12.0 $282M +4% 4.9M 57.59
Ishares Tr Eafe Sml Cp Etf (SCZ) 4.4 $104M +2% 1.6M 66.34
Ishares Tr Core S&p Mcp Etf (IJH) 4.0 $95M +3% 354k 268.34
Ishares Tr Core S&p500 Etf (IVV) 3.2 $76M 167k 453.69
Ishares Tr Core Msci Total (IXUS) 2.2 $53M +32% 790k 66.58
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $41M +4% 376k 107.88
Vanguard Index Fds Mid Cap Etf (VO) 1.4 $32M +5% 136k 237.84
Vanguard World Mega Cap Index (MGC) 1.3 $32M -2% 198k 159.04
Jack Henry & Associates (JKHY) 1.3 $32M 160k 197.05
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $29M +99% 543k 53.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $28M 67k 415.17
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $27M 351k 76.38
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.1 $27M -3% 266k 100.50

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Apple (AAPL) 1.1 $25M +3% 143k 174.61
Vanguard Index Fds Growth Etf (VUG) 1.1 $25M 86k 287.60
Ishares Tr Core S&p Ttl Stk (ITOT) 1.0 $24M +26% 234k 100.94
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.0 $23M 134k 170.86
Vanguard Index Fds Small Cp Etf (VB) 0.9 $22M +4% 104k 212.52
Ishares Tr Core Msci Eafe (IEFA) 0.8 $19M +4% 266k 69.51
Microsoft Corporation (MSFT) 0.7 $17M +6% 56k 308.31
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $16M +23% 158k 100.16
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $13M +18% 81k 165.98
Eli Lilly & Co. (LLY) 0.5 $13M 45k 286.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $12M 26k 451.64
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $11M +5% 86k 128.11
O'reilly Automotive (ORLY) 0.5 $11M 16k 684.99
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $11M 386k 27.58
Wal-Mart Stores (WMT) 0.4 $10M +2% 67k 148.91
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $9.6M 59k 162.16
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $9.0M +46% 176k 51.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $9.0M +17% 195k 46.13
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $8.9M +4078% 88k 101.78
Ishares Tr Russell 3000 Etf (IWV) 0.4 $8.6M 33k 262.36
Cisco Systems (CSCO) 0.3 $8.1M +7% 145k 55.76
Ishares Core Msci Emkt (IEMG) 0.3 $7.9M +773% 143k 55.55
Ishares Tr Msci Eafe Etf (EFA) 0.3 $7.8M 106k 73.60
NVIDIA Corporation (NVDA) 0.3 $7.7M +4% 28k 272.84
Chevron Corporation (CVX) 0.3 $7.5M +8% 46k 162.82
Kimball Electronics (KE) 0.3 $7.1M 353k 19.99
JPMorgan Chase & Co. (JPM) 0.3 $6.9M +9% 51k 136.33
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $6.8M +2% 60k 112.25
Walt Disney Company (DIS) 0.3 $6.7M +9% 49k 137.17
Pfizer (PFE) 0.3 $6.6M +6% 128k 51.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $6.5M -4% 24k 277.63
Johnson & Johnson (JNJ) 0.3 $6.3M +4% 35k 177.24
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $6.2M +69% 40k 155.72
Pepsi (PEP) 0.2 $5.8M 34k 167.39
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $5.7M +1903% 89k 64.65
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $5.6M +877% 106k 53.00
Lowe's Companies (LOW) 0.2 $5.5M +11% 27k 202.19
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $5.5M +34% 51k 107.09
Accenture Plc Ireland Shs Class A (ACN) 0.2 $5.4M +2% 16k 337.21
Quanta Services (PWR) 0.2 $5.3M +3% 40k 131.61
Target Corporation (TGT) 0.2 $5.1M +10% 24k 212.20
Procter & Gamble Company (PG) 0.2 $4.8M -4% 31k 152.78
Lakeland Financial Corporation (LKFN) 0.2 $4.6M 63k 72.99
Caterpillar (CAT) 0.2 $4.5M 20k 222.81
ConocoPhillips (COP) 0.2 $4.5M 45k 100.00
Aptiv SHS (APTV) 0.2 $4.3M +6% 36k 119.72
Amazon (AMZN) 0.2 $4.2M +17% 1.3k 3260.17
Hp (HPQ) 0.2 $4.2M +5% 116k 36.30
Mastercard Incorporated Cl A (MA) 0.2 $4.2M +13% 12k 357.41
CSX Corporation (CSX) 0.2 $4.2M 111k 37.45
Bank of America Corporation (BAC) 0.2 $4.1M +13% 101k 41.22
LKQ Corporation (LKQ) 0.2 $4.0M +9% 88k 45.41
Intel Corporation (INTC) 0.2 $3.9M +6% 79k 49.55
Anthem (ANTM) 0.2 $3.9M +3% 7.9k 491.18
Capital One Financial (COF) 0.2 $3.9M +4% 30k 131.29
International Business Machines (IBM) 0.2 $3.8M +10% 30k 130.02
Facebook Cl A (FB) 0.2 $3.8M +34% 17k 222.36
Ishares Tr Rus 1000 Etf (IWB) 0.2 $3.8M 15k 250.10
Stryker Corporation (SYK) 0.2 $3.7M +4% 14k 267.36
Amphenol Corp Cl A (APH) 0.2 $3.6M 48k 75.36
Microchip Technology (MCHP) 0.1 $3.5M -2% 46k 75.13
Merck & Co (MRK) 0.1 $3.3M +8% 41k 82.05
Alphabet Cap Stk Cl C (GOOG) 0.1 $3.3M -2% 1.2k 2793.19
CF Industries Holdings (CF) 0.1 $3.3M 32k 103.04
Thermo Fisher Scientific (TMO) 0.1 $3.3M +17% 5.5k 590.62
McKesson Corporation (MCK) 0.1 $3.2M +3% 11k 306.18
Tyson Foods Cl A (TSN) 0.1 $3.2M +3% 36k 89.64
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $3.2M 18k 185.00
Laboratory Corp Amer Hldgs Com New (LH) 0.1 $3.1M +5% 12k 263.67
World Gold Tr Spdr Gld Minis 0.1 $3.1M NEW 80k 38.47
Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.1M -3% 15k 205.28
Kla Corp Com New (KLAC) 0.1 $3.0M +16% 8.3k 366.10
Exxon Mobil Corporation (XOM) 0.1 $3.0M +5% 36k 82.57
Verizon Communications (VZ) 0.1 $3.0M +21% 58k 50.94
Ishares Tr National Mun Etf (MUB) 0.1 $2.8M +1168% 25k 109.65
T. Rowe Price (TROW) 0.1 $2.8M +2% 18k 151.19
Host Hotels & Resorts (HST) 0.1 $2.8M +9% 142k 19.43
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $2.8M -3% 100k 27.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.8M +161% 7.6k 362.56
Valero Energy Corporation (VLO) 0.1 $2.7M +6% 27k 101.52
Travelers Companies (TRV) 0.1 $2.5M +12% 14k 182.71
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.5M 32k 78.03
Walgreen Boots Alliance (WBA) 0.1 $2.4M +4% 54k 44.77
Fiserv (FISV) 0.1 $2.4M +17% 24k 101.39
United Parcel Service CL B (UPS) 0.1 $2.2M 10k 214.49
Union Pacific Corporation (UNP) 0.1 $2.2M +4% 8.0k 273.19
Regeneron Pharmaceuticals (REGN) 0.1 $2.2M +13% 3.1k 698.56
American Express Company (AXP) 0.1 $2.2M -5% 12k 186.97
Raytheon Technologies Corp (RTX) 0.1 $2.2M +3% 22k 99.05
CVS Caremark Corporation (CVS) 0.1 $2.1M +9% 21k 101.23
3M Company (MMM) 0.1 $2.1M +4% 14k 148.89
Dex (DXCM) 0.1 $2.1M 4.1k 511.55
Us Bancorp Del Com New (USB) 0.1 $2.1M +3% 39k 53.15
Baxter International (BAX) 0.1 $2.0M 26k 77.53
Ford Motor Company (F) 0.1 $2.0M 119k 16.91
Coca-Cola Company (KO) 0.1 $1.9M +8% 31k 62.00
Home Depot (HD) 0.1 $1.9M +5% 6.4k 299.39
McDonald's Corporation (MCD) 0.1 $1.8M 7.5k 247.26
Roper Industries (ROP) 0.1 $1.8M +5% 3.9k 472.12
Danaher Corporation (DHR) 0.1 $1.8M +19% 6.2k 293.26
Darden Restaurants (DRI) 0.1 $1.8M +10% 14k 132.97
Public Service Enterprise (PEG) 0.1 $1.8M +5% 26k 69.99
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.1 $1.7M 71k 24.65
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.7M 20k 88.15
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $1.6M 9.0k 182.64
Allstate Corporation (ALL) 0.1 $1.6M +28% 12k 138.55
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $1.6M NEW 43k 37.98
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.1 $1.6M -9% 31k 50.64
Ameriprise Financial (AMP) 0.1 $1.6M +10% 5.2k 300.42
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $1.6M NEW 13k 123.85
UnitedHealth (UNH) 0.1 $1.5M +18% 3.0k 510.04
Select Sector Spdr Tr Communication (XLC) 0.1 $1.5M +3% 22k 68.76
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $1.5M +5% 23k 66.20
Colgate-Palmolive Company (CL) 0.1 $1.5M 20k 75.85
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.5M -4% 7.2k 208.58
Abbvie (ABBV) 0.1 $1.5M +19% 8.9k 162.14
Constellation Brands Cl A (STZ) 0.1 $1.4M +14% 6.2k 230.37
Ishares Tr Tips Bd Etf (TIP) 0.1 $1.4M +12% 11k 124.60
DTE Energy Company (DTE) 0.1 $1.3M +7% 9.9k 132.18
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.3M +5% 17k 74.46
Vanguard Index Fds Value Etf (VTV) 0.1 $1.3M +143% 8.5k 147.83
Unum (UNM) 0.1 $1.2M 40k 31.52
Emerson Electric (EMR) 0.1 $1.2M +6% 12k 98.09
Abbott Laboratories (ABT) 0.0 $1.1M +20% 9.6k 118.35
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $1.1M -3% 46k 24.92
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $1.1M +3% 14k 79.04
Costco Wholesale Corporation (COST) 0.0 $1.1M +45% 1.9k 575.98
Nextera Energy (NEE) 0.0 $1.1M -9% 13k 84.72
SYSCO Corporation (SYY) 0.0 $1.0M -3% 13k 81.68
Oracle Corporation (ORCL) 0.0 $1.0M +17% 12k 82.76
MetLife (MET) 0.0 $953k +33% 14k 70.26
Visa Com Cl A (V) 0.0 $950k +4% 4.3k 221.70
Snap-on Incorporated (SNA) 0.0 $940k 4.6k 205.46
Ishares Tr Ibonds Dec22 Etf (Principal) (IBDN) 0.0 $904k -5% 36k 25.05
Vanguard Index Fds Large Cap Etf (VV) 0.0 $904k 4.3k 208.54
Philip Morris International (PM) 0.0 $890k +6% 9.5k 93.98
Cummins (CMI) 0.0 $885k +19% 4.3k 205.05
First Financial Corporation (THFF) 0.0 $884k +242% 20k 43.30
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $871k 9.6k 90.95
Select Sector Spdr Tr Technology (XLK) 0.0 $856k +156% 5.4k 158.87
Bristol Myers Squibb (BMY) 0.0 $849k 12k 73.07
Tesla Motors (TSLA) 0.0 $837k 777.00 1077.22
Hormel Foods Corporation (HRL) 0.0 $829k -2% 16k 51.55
Cerner Corporation (CERN) 0.0 $823k -27% 8.8k 93.54
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $806k +43% 17k 48.00
Yum! Brands (YUM) 0.0 $799k +2% 6.7k 118.60
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.0 $772k 5.2k 149.55
Ecolab (ECL) 0.0 $744k -28% 4.2k 176.51
Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) 0.0 $738k -48% 29k 25.09
General Electric (GE) 0.0 $715k +3% 7.8k 91.49
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $713k +35% 19k 36.72
EastGroup Properties (EGP) 0.0 $684k 3.4k 203.39
Alaska Air (ALK) 0.0 $676k +11% 12k 58.03
Regions Financial Corporation (RF) 0.0 $661k 30k 22.26
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $657k 15k 45.18
Stanley Black & Decker (SWK) 0.0 $653k +9% 4.7k 139.89
Celanese Corporation (CE) 0.0 $642k NEW 4.5k 142.86
Altria (MO) 0.0 $629k 12k 52.26
Automatic Data Processing (ADP) 0.0 $627k 2.8k 227.42
Select Sector Spdr Tr Energy (XLE) 0.0 $621k NEW 8.1k 76.45
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $614k 4.9k 125.05
Wells Fargo & Company (WFC) 0.0 $612k +29% 13k 48.49
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $610k 5.6k 108.33
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $592k 8.2k 72.13
Duke Energy Corp Com New (DUK) 0.0 $585k +42% 5.2k 111.66
Prologis (PLD) 0.0 $559k -5% 3.5k 161.47
L3harris Technologies (LHX) 0.0 $552k 2.2k 248.65
Prudential Financial (PRU) 0.0 $549k +15% 4.6k 118.14
PNC Financial Services (PNC) 0.0 $545k +12% 3.0k 184.50
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $543k 3.0k 180.40
Paychex (PAYX) 0.0 $521k NEW 3.8k 136.42
Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) 0.0 $521k 11k 47.36
Trinity Cap (TRIN) 0.0 $515k +33% 27k 19.31
QCR Holdings (QCRH) 0.0 $509k +2% 9.0k 56.63
Norfolk Southern (NSC) 0.0 $502k +3% 1.8k 285.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $495k 6.3k 78.04
Nuveen Multi Asset Income Fu (NMAI) 0.0 $494k NEW 31k 16.19
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $494k NEW 13k 38.34
Illinois Tool Works (ITW) 0.0 $494k 2.4k 209.59
salesforce (CRM) 0.0 $494k +6% 2.3k 212.29
Chubb (CB) 0.0 $493k 2.3k 213.79
Lumentum Hldgs (LITE) 0.0 $488k 5.0k 97.58
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $471k -12% 6.1k 77.49
General Dynamics Corporation (GD) 0.0 $467k +20% 1.9k 241.09
Novartis Sponsored Adr (NVS) 0.0 $457k +37% 5.2k 87.77
Mondelez Intl Cl A (MDLZ) 0.0 $437k +4% 7.0k 62.84
Carrier Global Corporation (CARR) 0.0 $431k 9.4k 45.82
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $429k NEW 3.1k 136.93
Lockheed Martin Corporation (LMT) 0.0 $428k +7% 969.00 441.69
Nov (NOV) 0.0 $424k -2% 22k 19.62
UMB Financial Corporation (UMBF) 0.0 $420k 4.3k 97.11
Goldman Sachs (GS) 0.0 $408k NEW 1.2k 330.36
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $404k 12k 34.32
Enterprise Products Partners (EPD) 0.0 $401k NEW 16k 25.84
Commerce Bancshares (CBSH) 0.0 $401k 5.6k 71.58
Equity Bancshares Com Cl A (EQBK) 0.0 $397k 12k 32.29
Starbucks Corporation (SBUX) 0.0 $388k -5% 4.3k 90.93
Advanced Micro Devices (AMD) 0.0 $380k NEW 3.5k 109.42
Bank Ozk (OZK) 0.0 $371k 8.7k 42.75
Schlumberger (SLB) 0.0 $369k -2% 8.9k 41.27
BlackRock (BLK) 0.0 $368k +22% 482.00 763.49
Otis Worldwide Corp (OTIS) 0.0 $368k 4.8k 76.91
Dominion Resources (D) 0.0 $362k 4.3k 84.96
Qualcomm (QCOM) 0.0 $361k +42% 2.4k 152.77
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $358k 14k 24.97
Kohl's Corporation (KSS) 0.0 $355k +6% 5.9k 60.49
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $354k NEW 1.0k 347.06
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 0.0 $352k 14k 24.93
Texas Instruments Incorporated (TXN) 0.0 $349k NEW 1.9k 183.59
Dow (DOW) 0.0 $348k +20% 5.5k 63.77
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $347k 5.1k 67.64
Sempra Energy (SRE) 0.0 $343k +6% 2.0k 168.30
General Motors Company (GM) 0.0 $342k +6% 7.8k 43.71
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $342k -12% 4.4k 77.32
Nike CL B (NKE) 0.0 $337k +6% 2.5k 134.75
Shell Spon Ads (SHEL) 0.0 $332k NEW 6.0k 54.99
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $332k +11% 3.2k 102.88
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $325k 1.1k 288.89
CenterPoint Energy (CNP) 0.0 $324k +7% 11k 30.60
Sterling Construction Company (STRL) 0.0 $322k 12k 26.83
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 0.0 $321k -44% 13k 25.28
Kimball Intl CL B (KBAL) 0.0 $320k 38k 8.47
AFLAC Incorporated (AFL) 0.0 $315k +25% 4.9k 64.43
Corning Incorporated (GLW) 0.0 $314k -5% 8.5k 36.92
El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC) 0.0 $312k NEW 17k 18.92
BP Sponsored Adr (BP) 0.0 $310k -8% 11k 29.47
General Mills (GIS) 0.0 $308k -3% 4.6k 67.69
Deere & Company (DE) 0.0 $305k -3% 735.00 414.97
Southern Company (SO) 0.0 $304k +8% 4.2k 72.43
Amgen (AMGN) 0.0 $296k +29% 1.2k 241.83
Phillips 66 (PSX) 0.0 $296k +17% 3.4k 86.45
Honeywell International (HON) 0.0 $292k +22% 1.5k 194.67
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $292k +23% 2.2k 134.44
Vanguard World Mega Grwth Ind (MGK) 0.0 $289k +3% 1.2k 235.53
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $283k -6% 3.7k 75.79
State Street Corporation (STT) 0.0 $282k +20% 3.2k 87.04
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $279k -10% 2.5k 109.80
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $274k 558.00 491.04
Realty Income (O) 0.0 $273k 3.9k 69.25
Medtronic SHS (MDT) 0.0 $273k NEW 2.5k 111.07
Adobe Systems Incorporated (ADBE) 0.0 $271k -20% 595.00 455.46
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $270k -18% 1.8k 149.83
Yum China Holdings (YUMC) 0.0 $269k 6.5k 41.51
Eaton Corp SHS (ETN) 0.0 $267k +5% 1.8k 151.79
Quest Diagnostics Incorporated (DGX) 0.0 $265k +25% 1.9k 137.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $265k +100% 4.9k 53.82
AmerisourceBergen (ABC) 0.0 $263k 1.7k 154.80
Ishares Tr Us Telecom Etf (IYZ) 0.0 $261k -24% 8.7k 29.90
Huntington Bancshares Incorporated (HBAN) 0.0 $258k +23% 18k 14.63
Truist Financial Corp equities (TFC) 0.0 $255k +6% 4.5k 56.76
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $252k 2.5k 102.40
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $250k +11% 1.3k 187.55
UGI Corporation (UGI) 0.0 $248k +10% 6.8k 36.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $247k NEW 5.2k 47.42
Astrazeneca Sponsored Adr (AZN) 0.0 $245k -36% 3.7k 66.32
Zoetis Cl A (ZTS) 0.0 $243k -8% 1.3k 188.96
Air Products & Chemicals (APD) 0.0 $241k 965.00 249.74
Lincoln National Corporation (LNC) 0.0 $235k -11% 3.6k 65.41
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $234k 2.0k 119.63
Analog Devices (ADI) 0.0 $233k NEW 1.4k 164.90
Freeport-mcmoran CL B (FCX) 0.0 $230k NEW 4.6k 49.73
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $229k 5.9k 38.66
Gilead Sciences (GILD) 0.0 $227k +38% 3.8k 59.55
Evergy (EVRG) 0.0 $227k NEW 3.3k 68.37
Wideopenwest (WOW) 0.0 $226k 13k 17.41
Broadcom (AVGO) 0.0 $224k NEW 356.00 629.21
Entergy Corporation (ETR) 0.0 $223k NEW 1.9k 116.57
Omega Healthcare Investors (OHI) 0.0 $223k NEW 7.2k 31.17
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $220k 1.3k 165.79
Unilever Spon Adr New (UL) 0.0 $219k +18% 4.8k 45.62
Docusign (DOCU) 0.0 $218k NEW 2.0k 106.92
Fortinet (FTNT) 0.0 $216k NEW 632.00 341.77
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $215k -5% 3.1k 68.95
Hasbro (HAS) 0.0 $214k +12% 2.6k 81.99
Omni (OMC) 0.0 $210k NEW 2.5k 84.75
Boeing Company (BA) 0.0 $209k -8% 1.1k 191.57
Whirlpool Corporation (WHR) 0.0 $205k +15% 1.2k 172.70
Ishares Tr Ibonds Dec23 Etf (Principal) (IBDO) 0.0 $205k -19% 8.1k 25.33
Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $204k 8.0k 25.50
Ishares Tr Ibonds Dec2023 (IBML) 0.0 $203k 8.0k 25.48
Alector (ALEC) 0.0 $143k NEW 10k 14.30
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $109k -15% 10k 10.78
Hallador Energy (HNRG) 0.0 $74k NEW 21k 3.49

Past Filings by BKD Wealth Advisors

SEC 13F filings are viewable for BKD Wealth Advisors going back to 2011

View all past filings