BKD Wealth Advisors, LLC

Q3 2013 13F-HR/A Holdings

Location
Springfield, MO
Holdings as of
9/30/2013
Date filed
1/16/2014
Form type
13F-HR/A - RESTATEMENT
Num holdings
149
Total value ($000)
$487,774
Net value change ($000)
—
New positions
149
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 1/14/2014 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEU 70,762 —
IVV 39,978 —
SCZ 32,232 —
INVESCO EXCHANGE-TRADED FUND TRUST 26,906 —
IJH 23,843 —
EFA 20,542 —
VTI 18,448 —
F 17,266 —
DEM 17,152 —
PXF 13,407 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type