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 56.80% of BKD Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$16M), SCHB (+$15M), IXUS (+$13M), VEU (+$12M), BOND (+$8.7M), IEMG (+$7.0M), USRT (+$5.5M), MUNI (+$5.0M), ITOT, IJH.
- Started 29 new stock positions in ALEC, SCHA, XLV, OMC, GS, OHI, EPD, CE, TXN, EP.PC.
- Reduced shares in these 10 stocks: GOOGL (-$9.4M), BRK.B (-$6.3M), World Gold Tr spdr gld minis, IWP, IVV, IBDP, MGC, VOO, IVW, BRK.A.
- Sold out of its positions in GOOGL, BRK.A, BRK.B, CMCSA, ETSY, PDBC, RSP, IAU, KMI, PYPL. SPG, TJX, TELL, TSCO, World Gold Tr spdr gld minis, Xilinx, IS.
- BKD Wealth Advisors was a net buyer of stock by $124M.
- BKD Wealth Advisors has $2.4B in assets under management (AUM), dropping by -0.68%.
- 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 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
- BKD Wealth Advisors 2022 Q1 filed May 10, 2022
- BKD Wealth Advisors 2021 Q4 filed Jan. 14, 2022
- BKD Wealth Advisors 2021 Q3 filed Oct. 14, 2021
- 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