BKD Wealth Advisors, LLC

Q1 2020 13F-HR Holdings

Location
Springfield, MO
Holdings as of
3/31/2020
Date filed
4/10/2020
Form type
13F-HR
Num holdings
283
Total value ($000)
$1,219,555
Net value change ($000)
-168,717 (-12.2%)
New positions
29
Sold out positions
36
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2020 Next filing: 7/15/2020 SEC filing

Snapshot: Change Analysis

Compared to Q4 2019
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)
SCZ 31,630 830.0%
VOO 11,283 640.7%
IEFA 9,079 184.4%
VUG 7,873 1088.9%
SPY 3,953 55.9%
AGG 2,794 68.1%
IBDR 1,683 NEW
IXUS 1,576 8.2%
SNA 1,487 NEW
JKHY 1,319 5.5%
Top Reduces (Value $000, Stocks/ETFs)
VTI -41,286 -10.4%
VEU -34,983 -17.9%
GOVT -13,756 -30.9%
SCHB -13,548 -31.2%
IVV -11,827 -17.9%
PRF -11,249 -36.7%
CWI -5,598 -59.5%
IVW -5,518 -12.6%
BUSE -5,047 -100.0%
SDY -3,421 -27.2%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type