BKD Wealth Advisors
Latest statistics and disclosures from BKD Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VEU, SCZ, IJH, IVV, and represent 59.27% of BKD Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: DFAC (+$9.8M), VTI (+$7.8M), IWD (+$6.9M), VEU, IJH, VB, CSX, SCZ, MGC, CFB.
- Started 14 new stock positions in SCHM, MUNI, QUAL, WDC, REGN, BND, VBR, DFAC, CFB, STT. IS, SLB, IJS, SCHX.
- Reduced shares in these 10 stocks: IVW, QQQ, VOO, AAPL, SPY, MSFT, IVV, IWP, AMZN, JNJ.
- Sold out of its positions in ABC, AMGN, BIDU, BIIB, CARR, GIS, GS, HON, IWS, KMB. NFLX, PAYX, QCOM, RDS.A, DIA, XLV, XLE, XLF, XLK, SQ, TXN, MDT.
- BKD Wealth Advisors was a net buyer of stock by $8.8M.
- BKD Wealth Advisors has $2.1B in assets under management (AUM), dropping by 6.74%.
- Central Index Key (CIK): 0001352864
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Portfolio Holdings for BKD Wealth Advisors
Companies in the BKD Wealth Advisors portfolio as of the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 34.2 | $735M | 3.3M | 222.82 | ||
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 12.7 | $273M | 4.3M | 63.39 | ||
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 5.0 | $107M | 1.4M | 74.16 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.0 | $87M | +3% | 322k | 268.73 | |
| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $72M | 167k | 429.92 | ||
| Ishares Tr Core Msci Total (IXUS) | 2.0 | $42M | 578k | 73.30 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 1.8 | $39M | +2% | 344k | 112.98 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.5 | $31M | -2% | 275k | 113.20 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.3 | $29M | 277k | 104.27 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $28M | -5% | 72k | 393.52 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $28M | 117k | 237.35 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.2 | $27M | -7% | 367k | 72.73 | |
| Jack Henry & Associates (JKHY) | 1.2 | $27M | 162k | 163.51 | ||
| Vanguard Index Fds Growth Etf (VUG) | 1.2 | $25M | -2% | 87k | 286.81 | |
| Vanguard World Mega Cap Index (MGC) | 1.1 | $25M | +7% | 161k | 152.34 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 1.0 | $22M | -2% | 140k | 160.33 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $20M | +14% | 87k | 225.28 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $19M | -2% | 252k | 74.86 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.9 | $19M | 189k | 98.76 | ||
| Apple (AAPL) | 0.9 | $19M | -6% | 135k | 136.96 | |
| Microsoft Corporation (MSFT) | 0.7 | $14M | -6% | 52k | 270.90 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $12M | -8% | 28k | 428.06 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $10M | 83k | 122.28 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $9.8M | +2% | 64k | 154.78 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $9.8M | NEW | 362k | 26.98 | |
| Eli Lilly & Co. (LLY) | 0.4 | $9.4M | -4% | 41k | 229.50 | |
| O'reilly Automotive (ORLY) | 0.4 | $9.2M | +3% | 16k | 566.20 | |
| Wal-Mart Stores (WMT) | 0.4 | $8.9M | 63k | 141.02 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $8.9M | +343% | 56k | 158.62 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $8.8M | -8% | 86k | 101.97 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $8.5M | 157k | 54.31 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $8.5M | 108k | 78.88 | ||
| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $8.3M | 32k | 255.90 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $8.2M | -7% | 3.4k | 2441.78 | |
| Walt Disney Company (DIS) | 0.3 | $7.4M | -3% | 42k | 175.76 | |
| Cisco Systems (CSCO) | 0.3 | $6.9M | 130k | 53.00 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $6.9M | -3% | 25k | 271.50 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $6.7M | -7% | 121k | 55.30 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $6.2M | -5% | 40k | 155.53 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $6.2M | +2% | 59k | 104.78 | |
| Kimball Electronics (KE) | 0.3 | $6.2M | 285k | 21.74 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $6.0M | -9% | 22k | 277.92 | |
| NVIDIA Corporation (NVDA) | 0.3 | $5.9M | -2% | 7.3k | 800.05 | |
| Aptiv SHS (APTV) | 0.2 | $5.3M | 34k | 157.32 | ||
| Target Corporation (TGT) | 0.2 | $5.3M | 22k | 241.73 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $5.1M | -7% | 17k | 294.80 | |
| Pfizer (PFE) | 0.2 | $5.1M | -5% | 130k | 39.16 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $5.0M | -9% | 43k | 115.32 | |
| Johnson & Johnson (JNJ) | 0.2 | $4.6M | -15% | 28k | 164.72 | |
| Lowe's Companies (LOW) | 0.2 | $4.6M | -3% | 24k | 193.97 | |
| Capital One Financial (COF) | 0.2 | $4.5M | -2% | 29k | 154.69 | |
| Caterpillar (CAT) | 0.2 | $4.3M | -6% | 20k | 217.64 | |
| Facebook Cl A (FB) | 0.2 | $4.3M | -2% | 12k | 347.68 | |
| Procter & Gamble Company (PG) | 0.2 | $4.2M | -10% | 31k | 134.92 | |
| Pepsi (PEP) | 0.2 | $4.2M | -4% | 28k | 148.16 | |
| LKQ Corporation (LKQ) | 0.2 | $3.9M | +4% | 79k | 49.22 | |
| Lakeland Financial Corporation (LKFN) | 0.2 | $3.9M | 63k | 61.65 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.8M | 16k | 242.08 | ||
| Microchip Technology (MCHP) | 0.2 | $3.7M | -2% | 25k | 149.76 | |
| Quanta Services (PWR) | 0.2 | $3.7M | -6% | 41k | 90.58 | |
| Bank of America Corporation (BAC) | 0.2 | $3.6M | -6% | 88k | 41.23 | |
| T. Rowe Price (TROW) | 0.2 | $3.6M | -5% | 18k | 197.95 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.6M | -6% | 16k | 229.38 | |
| Amphenol Corp Cl A (APH) | 0.2 | $3.5M | 52k | 68.40 | ||
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.2 | $3.5M | -5% | 115k | 30.20 | |
| CSX Corporation (CSX) | 0.2 | $3.5M | +188% | 108k | 32.08 | |
| International Business Machines (IBM) | 0.2 | $3.4M | +4% | 24k | 146.62 | |
| Intel Corporation (INTC) | 0.2 | $3.4M | -4% | 60k | 56.15 | |
| Chevron Corporation (CVX) | 0.2 | $3.3M | -17% | 32k | 104.74 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.2 | $3.3M | -8% | 12k | 275.86 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $3.3M | +11% | 8.9k | 365.08 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $3.2M | -5% | 182k | 17.61 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $3.1M | 17k | 178.52 | ||
| Hp (HPQ) | 0.1 | $3.1M | -2% | 102k | 30.19 | |
| Anthem (ANTM) | 0.1 | $3.1M | -8% | 8.0k | 381.83 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $2.8M | 1.1k | 2506.64 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.8M | 19k | 147.64 | ||
| 3M Company (MMM) | 0.1 | $2.8M | -14% | 14k | 198.60 | |
| ConocoPhillips (COP) | 0.1 | $2.7M | -6% | 45k | 60.90 | |
| Merck & Co (MRK) | 0.1 | $2.7M | -2% | 35k | 77.78 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $2.5M | -5% | 48k | 52.61 | |
| Tyson Foods Cl A (TSN) | 0.1 | $2.5M | 34k | 73.76 | ||
| Verizon Communications (VZ) | 0.1 | $2.5M | -4% | 45k | 56.02 | |
| Stryker Corporation (SYK) | 0.1 | $2.4M | 9.4k | 259.75 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.4M | 30k | 79.23 | ||
| Alexion Pharmaceuticals | 0.1 | $2.3M | -16% | 12k | 183.71 | |
| Kla Corp Com New (KLAC) | 0.1 | $2.3M | +10% | 7.0k | 324.17 | |
| Baxter International (BAX) | 0.1 | $2.2M | -2% | 28k | 80.49 | |
| Us Bancorp Del Com New (USB) | 0.1 | $2.2M | 39k | 56.98 | ||
| American Express Company (AXP) | 0.1 | $2.2M | -8% | 13k | 165.25 | |
| Fiserv (FISV) | 0.1 | $2.1M | +9% | 20k | 106.89 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $2.1M | -3% | 4.2k | 504.55 | |
| United Parcel Service CL B (UPS) | 0.1 | $2.1M | -2% | 10k | 208.01 | |
| Host Hotels & Resorts (HST) | 0.1 | $2.0M | -2% | 119k | 17.09 | |
| Ishares Tr Ibonds Dec2026 (Principal) (IBDR) | 0.1 | $1.9M | 73k | 26.61 | ||
| Amazon (AMZN) | 0.1 | $1.9M | -32% | 553.00 | 3439.42 | |
| McKesson Corporation (MCK) | 0.1 | $1.9M | +6% | 9.7k | 191.28 | |
| Valero Energy Corporation (VLO) | 0.1 | $1.8M | -5% | 23k | 78.09 | |
| Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) | 0.1 | $1.8M | 68k | 26.37 | ||
| Colgate-Palmolive Company (CL) | 0.1 | $1.8M | -8% | 22k | 81.36 | |
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.8M | 22k | 80.99 | ||
| Exxon Mobil Corporation (XOM) | 0.1 | $1.8M | -11% | 28k | 63.07 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $1.8M | -27% | 66k | 26.60 | |
| Dex (DXCM) | 0.1 | $1.7M | 4.1k | 426.89 | ||
| Travelers Companies (TRV) | 0.1 | $1.7M | +3% | 11k | 149.71 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $1.7M | 9.0k | 186.87 | ||
| Ford Motor Company (F) | 0.1 | $1.7M | +69% | 113k | 14.86 | |
| Roper Industries (ROP) | 0.1 | $1.6M | +10% | 3.5k | 470.23 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $1.6M | -3% | 20k | 82.29 | |
| CF Industries Holdings (CF) | 0.1 | $1.6M | 32k | 51.44 | ||
| Unum (UNM) | 0.1 | $1.6M | 57k | 28.40 | ||
| Home Depot (HD) | 0.1 | $1.6M | -6% | 5.1k | 318.88 | |
| Darden Restaurants (DRI) | 0.1 | $1.6M | +27% | 11k | 146.02 | |
| CVS Caremark Corporation (CVS) | 0.1 | $1.6M | -2% | 19k | 83.46 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.5M | +5% | 7.0k | 219.86 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.5M | 7.7k | 196.14 | ||
| Coca-Cola Company (KO) | 0.1 | $1.5M | -21% | 27k | 54.11 | |
| McDonald's Corporation (MCD) | 0.1 | $1.5M | -14% | 6.4k | 231.00 | |
| Danaher Corporation (DHR) | 0.1 | $1.4M | +3% | 5.2k | 268.41 | |
| Public Service Enterprise (PEG) | 0.1 | $1.3M | +6% | 22k | 59.73 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.3M | 10k | 127.99 | ||
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.2M | 14k | 87.50 | ||
| Ecolab (ECL) | 0.1 | $1.2M | +8% | 5.6k | 206.04 | |
| Ameriprise Financial (AMP) | 0.1 | $1.2M | +2% | 4.6k | 248.81 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $1.2M | -16% | 18k | 62.96 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | -12% | 13k | 85.35 | |
| Constellation Brands Cl A (STZ) | 0.1 | $1.1M | +2% | 4.8k | 233.97 | |
| Allstate Corporation (ALL) | 0.1 | $1.1M | -2% | 8.5k | 130.44 | |
| UnitedHealth (UNH) | 0.1 | $1.1M | -17% | 2.7k | 400.45 | |
| Ishares Tr Ibonds Dec22 Etf (Principal) (IBDN) | 0.0 | $1.1M | 42k | 25.41 | ||
| SYSCO Corporation (SYY) | 0.0 | $1.1M | -18% | 14k | 77.76 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $1.1M | -11% | 17k | 63.22 | |
| DTE Energy Company (DTE) | 0.0 | $1.0M | 8.0k | 129.63 | ||
| Snap-on Incorporated (SNA) | 0.0 | $1.0M | -10% | 4.6k | 223.39 | |
| Visa Com Cl A (V) | 0.0 | $977k | -7% | 4.2k | 233.84 | |
| Crossfirst Bankshares (CFB) | 0.0 | $885k | NEW | 64k | 13.75 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $882k | 4.4k | 200.68 | ||
| Abbvie (ABBV) | 0.0 | $838k | -26% | 7.4k | 112.65 | |
| Hormel Foods Corporation (HRL) | 0.0 | $825k | 17k | 47.75 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $803k | -3% | 15k | 55.14 | |
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $790k | -2% | 10k | 78.46 | |
| Oracle Corporation (ORCL) | 0.0 | $782k | -15% | 10k | 77.83 | |
| General Electric Company | 0.0 | $765k | -7% | 57k | 13.46 | |
| Yum! Brands (YUM) | 0.0 | $748k | -2% | 6.5k | 115.04 | |
| Bristol Myers Squibb (BMY) | 0.0 | $737k | -22% | 11k | 66.84 | |
| Stanley Black & Decker (SWK) | 0.0 | $721k | +6% | 3.5k | 205.06 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $720k | +10% | 11k | 66.95 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $714k | +15% | 5.2k | 137.47 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $683k | -31% | 9.3k | 73.58 | |
| Abbott Laboratories (ABT) | 0.0 | $676k | -26% | 5.8k | 115.87 | |
| Cummins (CMI) | 0.0 | $675k | +18% | 2.8k | 243.68 | |
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $672k | -4% | 5.2k | 130.36 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $651k | 4.9k | 132.59 | ||
| Philip Morris International (PM) | 0.0 | $643k | -11% | 6.5k | 99.18 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $643k | -4% | 8.5k | 75.58 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $632k | 7.6k | 82.72 | ||
| Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) | 0.0 | $622k | 23k | 27.00 | ||
| Regions Financial Corporation (RF) | 0.0 | $600k | 30k | 20.18 | ||
| Spdr Ser Tr Nuveen Brc Munic (TFI) | 0.0 | $599k | 12k | 52.13 | ||
| Emerson Electric (EMR) | 0.0 | $598k | 6.2k | 96.20 | ||
| Automatic Data Processing (ADP) | 0.0 | $595k | 3.0k | 198.73 | ||
| Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) | 0.0 | $570k | 11k | 51.82 | ||
| Alaska Air (ALK) | 0.0 | $563k | +8% | 9.3k | 60.32 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $558k | -8% | 3.0k | 185.38 | |
| Equity Bancshares Com Cl A (EQBK) | 0.0 | $558k | 18k | 30.51 | ||
| Kimball Intl CL B (KBAL) | 0.0 | $554k | 42k | 13.15 | ||
| EastGroup Properties (EGP) | 0.0 | $553k | 3.4k | 164.44 | ||
| Nuveen Tax-Advantaged Dividend Growth (JTD) | 0.0 | $539k | 34k | 16.08 | ||
| Nextera Energy (NEE) | 0.0 | $531k | -14% | 7.2k | 73.31 | |
| BP Sponsored Adr (BP) | 0.0 | $522k | -10% | 20k | 26.45 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $512k | -78% | 1.4k | 354.33 | |
| PNC Financial Services (PNC) | 0.0 | $506k | 2.7k | 190.66 | ||
| Altria (MO) | 0.0 | $501k | +3% | 11k | 47.66 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $483k | -14% | 8.5k | 57.00 | |
| General Motors Company (GM) | 0.0 | $473k | -5% | 8.0k | 59.15 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $469k | +26% | 12k | 39.44 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $460k | 8.9k | 51.55 | ||
| Norfolk Southern (NSC) | 0.0 | $458k | 1.7k | 265.20 | ||
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $456k | 5.6k | 80.88 | ||
| Ishares Tr Ibonds Dec21 Etf (Principal) (IBDM) | 0.0 | $453k | -9% | 18k | 24.79 | |
| Ishares Tr Us Telecom Etf (IYZ) | 0.0 | $445k | -10% | 13k | 33.23 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $439k | 12k | 36.79 | ||
| Tesla Motors (TSLA) | 0.0 | $438k | +4% | 644.00 | 680.12 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $435k | +81% | 4.3k | 101.90 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $431k | 736.00 | 585.60 | ||
| Yum China Holdings (YUMC) | 0.0 | $430k | 6.5k | 66.22 | ||
| QCR Holdings (QCRH) | 0.0 | $422k | 8.8k | 48.14 | ||
| Nike CL B (NKE) | 0.0 | $421k | -7% | 2.7k | 154.50 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $419k | 1.00 | 419000.00 | ||
| L3harris Technologies (LHX) | 0.0 | $418k | 1.9k | 216.24 | ||
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $415k | 1.8k | 236.47 | ||
| Prudential Financial (PRU) | 0.0 | $413k | -6% | 4.0k | 102.41 | |
| Lumentum Hldgs (LITE) | 0.0 | $410k | 5.0k | 82.00 | ||
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $409k | 2.2k | 188.74 | ||
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $404k | NEW | 7.1k | 56.76 | |
| UMB Financial Corporation (UMBF) | 0.0 | $402k | 4.3k | 92.95 | ||
| Starbucks Corporation (SBUX) | 0.0 | $393k | -17% | 3.5k | 111.71 | |
| Costco Wholesale Corporation (COST) | 0.0 | $391k | -50% | 989.00 | 395.35 | |
| Commerce Bancshares (CBSH) | 0.0 | $391k | 5.2k | 74.62 | ||
| Chubb (CB) | 0.0 | $387k | -14% | 2.4k | 158.74 | |
| Ishares Tr Ibonds 27 Etf (Principal) (IBDS) | 0.0 | $379k | +33% | 14k | 27.03 | |
| Nov (NOV) | 0.0 | $373k | -2% | 24k | 15.33 | |
| Corning Incorporated (GLW) | 0.0 | $371k | 9.1k | 40.93 | ||
| Paypal Holdings (PYPL) | 0.0 | $367k | +7% | 1.3k | 291.50 | |
| Bank Ozk (OZK) | 0.0 | $356k | 8.4k | 42.18 | ||
| Illinois Tool Works (ITW) | 0.0 | $356k | -2% | 1.6k | 223.76 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $349k | +19% | 5.1k | 68.03 | |
| Kohl's Corporation (KSS) | 0.0 | $340k | +3% | 6.2k | 55.19 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $339k | -8% | 5.4k | 62.48 | |
| Prologis (PLD) | 0.0 | $338k | +8% | 2.8k | 119.69 | |
| Etsy (ETSY) | 0.0 | $330k | 1.6k | 205.86 | ||
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $326k | NEW | 2.5k | 132.90 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $326k | NEW | 584.00 | 558.22 | |
| Zoetis Cl A (ZTS) | 0.0 | $324k | 1.7k | 186.53 | ||
| Boeing Company (BA) | 0.0 | $319k | +7% | 1.3k | 239.85 | |
| General Dynamics Corporation (GD) | 0.0 | $313k | -19% | 1.7k | 187.99 | |
| First Financial Corporation (THFF) | 0.0 | $313k | -11% | 7.7k | 40.76 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $310k | 2.2k | 140.53 | ||
| BlackRock (BLK) | 0.0 | $306k | +2% | 350.00 | 874.29 | |
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $300k | 1.1k | 272.73 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $294k | 598.00 | 491.64 | ||
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $294k | 1.2k | 245.00 | ||
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $291k | NEW | 2.8k | 105.55 | |
| Sterling Construction Company (STRL) | 0.0 | $290k | 12k | 24.17 | ||
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $290k | NEW | 3.7k | 78.19 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $284k | 2.7k | 105.46 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $279k | -32% | 2.8k | 98.73 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $276k | -10% | 6.1k | 45.55 | |
| Dominion Resources (D) | 0.0 | $276k | -9% | 3.8k | 73.48 | |
| Deere & Company (DE) | 0.0 | $275k | +3% | 781.00 | 352.11 | |
| UGI Corporation (UGI) | 0.0 | $269k | -9% | 5.8k | 46.28 | |
| Wideopenwest (WOW) | 0.0 | $269k | -13% | 13k | 20.72 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $267k | -2% | 707.00 | 377.65 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $264k | -22% | 2.0k | 131.93 | |
| Ishares Tr Ibonds Dec23 Etf (Principal) (IBDO) | 0.0 | $261k | 10k | 26.07 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $259k | NEW | 2.5k | 104.10 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $259k | +4% | 2.5k | 102.74 | |
| Tractor Supply Company (TSCO) | 0.0 | $257k | 1.4k | 185.96 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $254k | NEW | 1.5k | 173.62 | |
| Eaton Corp SHS (ETN) | 0.0 | $241k | 1.6k | 147.94 | ||
| Kinder Morgan (KMI) | 0.0 | $239k | -7% | 13k | 18.26 | |
| Truist Financial Corp equities (TFC) | 0.0 | $235k | +5% | 4.2k | 55.46 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $233k | -29% | 2.6k | 91.27 | |
| Sempra Energy (SRE) | 0.0 | $226k | 1.7k | 132.47 | ||
| AFLAC Incorporated (AFL) | 0.0 | $225k | -20% | 4.2k | 53.70 | |
| Dow (DOW) | 0.0 | $219k | -40% | 3.4k | 63.50 | |
| Phillips 66 (PSX) | 0.0 | $219k | -30% | 2.5k | 85.95 | |
| Whirlpool Corporation (WHR) | 0.0 | $219k | +5% | 1.0k | 217.91 | |
| TJX Companies (TJX) | 0.0 | $217k | 3.2k | 67.37 | ||
| Schlumberger Com Stk (SLB) | 0.0 | $216k | NEW | 6.8k | 31.96 | |
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $216k | 8.0k | 27.00 | ||
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $214k | +6% | 15k | 14.26 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $214k | NEW | 2.5k | 86.08 | |
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $213k | -15% | 3.3k | 65.54 | |
| Enterprise Products Partners (EPD) | 0.0 | $210k | -29% | 8.7k | 24.17 | |
| Gilead Sciences (GILD) | 0.0 | $210k | -39% | 3.1k | 68.81 | |
| State Street Corporation (STT) | 0.0 | $209k | NEW | 2.5k | 82.28 | |
| Ishares Tr Ibonds Dec2023 (IBML) | 0.0 | $208k | 8.0k | 26.10 | ||
| Western Digital (WDC) | 0.0 | $206k | NEW | 2.9k | 71.18 | |
| Ishares Tr Ibonds Dec2021 (IBMJ) | 0.0 | $205k | 8.0k | 25.62 | ||
| Ironsource Cl A Ord Shs (IS) | 0.0 | $105k | NEW | 10k | 10.50 |
Past Filings by BKD Wealth Advisors
SEC 13F filings are viewable for BKD Wealth Advisors going back to 2011
- BKD Wealth Advisors 2021 Q2 filed July 14, 2021
- BKD Wealth Advisors 2021 Q1 filed April 23, 2021
- BKD Wealth Advisors 2020 Q4 filed Jan. 22, 2021
- BKD Wealth Advisors 2020 Q3 filed Nov. 5, 2020
- BKD Wealth Advisors 2020 Q2 filed July 15, 2020
- BKD Wealth Advisors 2020 Q1 filed April 10, 2020
- BKD Wealth Advisors 2019 Q4 filed Jan. 13, 2020
- BKD Wealth Advisors 2019 Q3 filed Oct. 29, 2019
- BKD Wealth Advisors 2019 Q2 filed July 10, 2019
- BKD Wealth Advisors 2019 Q1 filed April 10, 2019
- BKD Wealth Advisors 2018 Q4 restated filed Jan. 28, 2019
- BKD Wealth Advisors 2018 Q4 filed Jan. 15, 2019
- BKD Wealth Advisors 2018 Q3 filed Oct. 9, 2018
- BKD Wealth Advisors 2018 Q2 filed July 13, 2018
- BKD Wealth Advisors 2018 Q1 restated filed May 25, 2018
- BKD Wealth Advisors 2018 Q1 filed April 20, 2018