BKD Wealth Advisors, LLC

Q4 2019 13F-HR Holdings

Location
Springfield, MO
Holdings as of
12/31/2019
Date filed
1/13/2020
Form type
13F-HR
Num holdings
291
Total value ($000)
$1,388,272
Net value change ($000)
—
New positions
289
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/11/2014 Next filing: 4/10/2020 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)
VTI 396,866 —
VEU 195,834 —
IVV 65,943 —
GOVT 44,461 —
IVW 43,915 —
SCHB 43,406 —
PRF 30,651 —
JKHY 24,111 —
IXUS 19,234 —
ITOT 16,281 —
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