BKD Wealth Advisors, LLC

Q1 2022 13F-HR Holdings

Location
Springfield, MO
Holdings as of
3/31/2022
Date filed
5/10/2022
Form type
13F-HR
Num holdings
297
Total value ($000)
$2,360,753
Net value change ($000)
-16,135 (-0.7%)
New positions
29
Sold out positions
17
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2022 Next filing: 7/22/2022 SEC filing

Snapshot: Change Analysis

Compared to Q4 2021
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)
IXUS 10,435 24.8%
BOND 8,685 3792.6%
IEMG 6,939 711.0%
USRT 5,446 1815.3%
MUNI 4,991 820.9%
JKHY 4,811 18.0%
ITOT 3,793 19.1%
GLDM 3,087 NEW
MINT 2,791 21.5%
MUB 2,552 1095.3%
Top Reduces (Value $000, Stocks/ETFs)
VTI -30,247 -3.7%
GOOGL -9,447 -100.0%
SCZ -7,564 -6.8%
BRK-B -6,300 -100.0%
VEU -5,841 -2.0%
IWP -4,979 -15.7%
IVV -4,659 -5.8%
IVW -3,091 -10.3%
World Gold TR -3,060 -100.0%
VUG -2,990 -10.7%
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